UBS Group AG
UBS- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0001610520
No open-market purchases or sales by UBS Group AG insiders were filed in the last 90 days; 766 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.
13F holders, Q1 2022
Institutional positions in UBS Group AG as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 378
- +12 vs. Q4 2021
- Shares held
- 1.36B
- −24.7M (−1.8%) vs. Q4 2021
- Total value
- $26.6B
- +$1.87B (+7.6%) vs. Q4 2021
- New holders
- 57
- 118 more added
- Sold out
- 45
- 143 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UBS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $62.9B |
| Q1 2026 | 689 | $44.5B |
| Q4 2025 | 695 | $61.4B |
| Q3 2025 | 622 | $49.8B |
| Q2 2025 | 599 | $44.5B |
| Q1 2025 | 589 | $43.1B |
| Q4 2024 | 574 | $43.0B |
| Q3 2024 | 550 | $42.6B |
| Q2 2024 | 554 | $41.3B |
| Q1 2024 | 537 | $42.3B |
| Q4 2023 | 530 | $41.2B |
| Q3 2023 | 487 | $31.7B |
| Q2 2023 | 459 | $25.7B |
| Q1 2023 | 438 | $30.0B |
| Q4 2022 | 378 | $23.6B |
| Q3 2022 | 367 | $18.5B |
| Q2 2022 | 371 | $20.9B |
| Q1 2022 | 378 | $26.6B |
| Q4 2021 | 369 | $24.8B |
| Q3 2021 | 360 | $21.2B |
| Q2 2021 | 363 | $20.1B |
| Q1 2021 | 348 | $18.5B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 156,611,018 | $3.08B | 0.67% | −7,599,027−4.6% | Reduced |
| Dodge & Cox | 145,244,842 | $2.84B | 1.72% | +41,128,200+39.5% | Added |
| Massachusetts Financial Services Co | 143,533,454 | $2.80B | 0.83% | +6,510,874+4.8% | Added |
| UBS Group AG | 117,814,722 | $2.30B | 0.98% | −36,128,255−23.5% | Reduced |
| Credit Suisse AG | 110,423,023 | $2.16B | 1.86% | +5,336,027+5.1% | Added |
| Vanguard Group Inc | 109,491,398 | $2.14B | 0.05% | −12,6270.0% | Reduced |
| Wellington Management Group LLP | 58,318,128 | $1.15B | 0.20% | +15,584,492+36.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,531,841 | $799.2M | 3.94% | −2,692,589−6.2% | Reduced |
| Pictet Asset Management SA | 27,533,149 | $542.9M | 0.62% | −1,402,365−4.8% | Reduced |
| Goldman Sachs Group Inc | 27,685,113 | $541.0M | 0.14% | −8,760,044−24.0% | Reduced |
| Vontobel Holding Ltd. | 26,705,213 | $521.5M | 4.51% | +2,257,834+9.2% | Added |
| FMR LLC | 22,202,096 | $434.2M | 0.03% | +182,734+0.8% | Added |
| Amundi | 21,397,467 | $397.8M | 0.27% | −477,769−2.2% | Reduced |
| Allianz Asset Management GmbH | 19,942,562 | $393.2M | 0.31% | −1,061,550−5.1% | Reduced |
| Deutsche Bank AG | 19,580,683 | $382.6M | 0.18% | −1,882,321−8.8% | Reduced |
| JPMorgan Chase & Co | 19,849,104 | $382.6M | 0.05% | −1,792,264−8.3% | Reduced |
| Bank of America Corp | 11,858,004 | $231.7M | 0.02% | +3,829,443+47.7% | Added |
| AXA S.A. | 11,529,338 | $225.3M | 0.64% | +2,626,944+29.5% | Added |
| Russell Investments Group, Ltd. | 10,544,637 | $207.9M | 0.36% | +2,560,083+32.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,816,031 | $193.5M | 0.30% | −8,236,345−45.6% | Reduced |
| Acadian Asset Management LLC | 9,564,467 | $188.6M | 0.78% | +9,266,627+3,111.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,416,910 | $185.3M | 0.12% | +9,416,910 | New |
| Capital International Investors | 9,381,245 | $183.3M | 0.04% | −21,429,000−69.6% | Reduced |
| Royal Bank of Canada | 9,004,864 | $176.0M | 0.05% | +569,751+6.8% | Added |
| DekaBank Deutsche Girozentrale | 8,701,752 | $173.8M | 0.43% | −2,495,456−22.3% | Reduced |
| ARGA Investment Management, LP | 8,481,225 | $166.8M | 9.13% | +2,495,171+41.7% | Added |
| Thornburg Investment Management Inc | 8,071,734 | $158.7M | 2.08% | −29,912−0.4% | Reduced |
| Ameriprise Financial Inc | 7,437,703 | $148.8M | 0.04% | −1,417,958−16.0% | Reduced |
| FIL Ltd | 7,226,499 | $141.9M | 0.15% | +2,581,273+55.6% | Added |
| Bank of New York Mellon Corp | 6,933,947 | $135.5M | 0.03% | −185,867−2.6% | Reduced |
| Banque Cantonale Vaudoise | 6,632,807 | $130.8M | 5.64% | +5,576+0.1% | Added |
| Pzena Investment Management LLC | 6,562,217 | $128.2M | 0.48% | −44,269−0.7% | Reduced |
| Invesco Ltd. | 6,026,361 | $117.8M | 0.03% | −954,531−13.7% | Reduced |
| Korea Investment CORP | 5,287,498 | $104.3M | 0.26% | +1,227,167+30.2% | Added |
| M&G Investment Management Ltd | 5,191,215 | $101.2M | 0.22% | +30,318+0.6% | Added |
| Parametric Portfolio Associates LLC | 5,161,025 | $100.8M | 0.05% | +275,414+5.6% | Added |
| Dimensional Fund Advisors LP | 4,348,771 | $85.0M | 0.03% | +453,906+11.7% | Added |
| Aviva PLC | 4,223,036 | $83.2M | 0.42% | +1,399,275+49.6% | Added |
| Arrowstreet Capital, Limited Partnership | 4,150,095 | $81.6M | 0.10% | +4,150,095 | New |
| Neuberger Berman Group LLC | 4,064,675 | $80.0M | 0.07% | −1,588,948−28.1% | Reduced |
| Compagnie Lombard Odier SCmA | 3,422,605 | $67.5M | 1.43% | +425,963+14.2% | Added |
| Mackenzie Financial Corp | 3,440,382 | $67.2M | 0.09% | −721,106−17.3% | Reduced |
| Canada Pension Plan Investment Board | 3,349,953 | $66.1M | 0.09% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,340,397 | $65.8M | 0.14% | −1,356,249−28.9% | Reduced |
| Exane Asset Management | 3,342,737 | $65.8M | 31.80% | −1,043,624−23.8% | Reduced |
| Morgan Stanley | 3,305,177 | $64.6M | 0.01% | +113,559+3.6% | Added |
| Great West Life Assurance Co | 3,073,334 | $64.0M | 0.13% | −130,591−4.1% | Reduced |
| Citigroup Inc | 3,061,886 | $60.4M | 0.06% | −296,049−8.8% | Reduced |
| Natixis Advisors, L.P. | 2,985,599 | $58.3M | 0.22% | −37,625−1.2% | Reduced |
| BlackRock Inc. | 2,465,156 | $48.2M | 0.00% | +142,328+6.1% | Added |
| Janus Henderson Group PLC | 2,392,738 | $47.2M | 0.02% | −1,084,984−31.2% | Reduced |
| Wells Fargo & Company | 2,375,101 | $46.4M | 0.01% | −1,058,050−30.8% | Reduced |
| Bank of Montreal | 2,346,380 | $46.3M | 0.03% | −40,265−1.7% | Reduced |
| Todd Asset Management LLC | 2,285,447 | $44.6M | 0.98% | +99,726+4.6% | Added |
| Nuveen Asset Management, LLC | 2,206,495 | $41.4M | 0.01% | +1,565,545+244.3% | Added |
| Brandes Investment Partners, LP | 2,087,352 | $40.8M | 0.87% | −210,718−9.2% | Reduced |
| Northern Trust Corp | 2,047,580 | $40.0M | 0.01% | −226,454−10.0% | Reduced |
| USS Investment Management Ltd | 2,008,112 | $39.5M | 0.33% | −47,038−2.3% | Reduced |
| Alliancebernstein L.P. | 1,938,390 | $37.9M | 0.01% | −175,925−8.3% | Reduced |
| Jupiter Asset Management Ltd | 1,897,907 | $37.4M | 0.44% | +1,728,922+1,023.1% | Added |
| Franklin Resources Inc | 1,903,084 | $37.2M | 0.01% | +183,478+10.7% | Added |
| Banque Pictet & Cie SA | 1,875,789 | $37.0M | 0.29% | −116,527−5.8% | Reduced |
| Public Sector Pension Investment Board | 1,744,440 | $34.4M | 0.21% | −3,242−0.2% | Reduced |
| State of Tennessee, Treasury Department | 1,738,475 | $34.3M | 0.13% | −73,112−4.0% | Reduced |
| Capital Group Private Client Services, Inc. | 1,736,843 | $34.1M | 0.37% | −922,740−34.7% | Reduced |
| Credit Agricole S A | 1,744,722 | $34.1M | 1.06% | +119,364+7.3% | Added |
| Captrust Financial Advisors | 1,735,067 | $33.9M | 0.22% | +96,720+5.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,629,552 | $32.1M | 0.16% | +1,601,294+5,666.7% | Added |
| Manufacturers Life Insurance Company, The | 1,548,288 | $30.4M | 0.02% | −57,916−3.6% | Reduced |
| Zurich Insurance Group Ltd | 1,533,768 | $30.2M | 0.37% | +347,547+29.3% | Added |
| Border to Coast Pensions Partnership Ltd | 1,532,890 | $30.2M | 0.86% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 1,527,712 | $29.9M | 0.12% | +64,055+4.4% | Added |
| Raymond James & Associates | 1,481,154 | $28.9M | 0.02% | −27,542−1.8% | Reduced |
| Clark Capital Management Group, Inc. | 1,471,965 | $28.8M | 0.32% | −1,670,247−53.2% | Reduced |
| State of Wisconsin Investment Board | 1,425,377 | $28.1M | 0.06% | +714,192+100.4% | Added |
| Envestnet Asset Management Inc | 1,423,047 | $27.8M | 0.01% | −110,625−7.2% | Reduced |
| Two Sigma Advisers, LP | 1,289,465 | $25.2M | 0.07% | +515,460+66.6% | Added |
| Artemis Investment Management LLP | 1,213,158 | $23.9M | 0.19% | +98,161+8.8% | Added |
| Tocqueville Asset Management L.P. | 1,186,843 | $23.2M | 0.35% | +24,525+2.1% | Added |
| Teachers Retirement System of the State of Kentucky | 1,186,620 | $23.2M | 0.23% | 00.0% | Unchanged |
| Calamos Advisors LLC | 1,093,432 | $21.4M | 0.08% | −63,220−5.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,081,871 | $21.2M | 0.47% | +221,036+25.7% | Added |
| Susquehanna International Securities, Ltd. | 1,010,366 | $19.9M | 15.89% | +737,469+270.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 938,910 | $18.5M | 0.04% | +89,011+10.5% | Added |
| Jane Street Group, LLC | 927,715 | $18.2M | 0.03% | +108,598+13.3% | Added |
| TD Asset Management Inc | 860,448 | $17.0M | 0.02% | +20,386+2.4% | Added |
| HSBC Holdings PLC | 814,436 | $16.0M | 0.02% | −958,480−54.1% | Reduced |
| Black Diamond Capital Management, L.L.C. | 812,089 | $15.7M | 7.89% | +275,000+51.2% | Added |
| National Bank of Canada | 822,816 | $15.0M | 0.06% | +796,722+3,053.3% | Added |
| Polar Capital Holdings Plc | 780,579 | $14.8M | 0.09% | −203,968−20.7% | Reduced |
| Eaton Vance Management | 720,782 | $14.1M | 0.02% | +56,834+8.6% | Added |
| Janney Capital Management LLC | 716,762 | $14.0M | 1.00% | +8,846+1.2% | Added |
| Pictet North America Advisors SA | 645,536 | $12.7M | 1.48% | −220,862−25.5% | Reduced |
| Algebris (UK) Ltd | 599,712 | $11.8M | 5.69% | −616,065−50.7% | Reduced |
| Virginia Retirement Systems Et Al | 593,996 | $11.7M | 0.11% | +286,700+93.3% | Added |
| LGT Group Foundation | 578,882 | $11.4M | 0.27% | −170,230−22.7% | Reduced |
| Susquehanna International Group Ltd. | 502,490 | $9.91M | 3.38% | −700,469−58.2% | Reduced |
| Voya Investment Management LLC | 501,628 | $9.89M | 0.02% | −91,281−15.4% | Reduced |
| Renaissance Group LLC | 447,553 | $8.74M | 0.39% | −89,757−16.7% | Reduced |
| Citadel Advisors LLC | 442,206 | $8.64M | 0.01% | +355,486+409.9% | Added |