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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; 767 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.

Q1 2022 vs. Q4 2021

How the institutions holding UBS Group AG changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of UBS: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders3693378+12
Shares1.39B1.48K1.36B−24.7M (−1.8%)
Value$24.8B$26.0K$26.6B+$1.87B (+7.6%)

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (57)

Institutions that held UBS Group AG at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to UBS in Q1 2022
InstitutionSharesValue% of portfolio
Sumitomo Mitsui Trust Holdings, Inc.9,416,910$185.3M0.12%
Arrowstreet Capital, Limited Partnership4,150,095$81.6M0.10%
Westpac Banking Corp475,031$8.62M0.10%
Simplex Trading, LLC371,095$7.25M0.23%
Mirabella Financial Services LLP255,289$4.99M0.57%
Achmea Investment Management B.V.249,691$4.92M0.13%
Channing Global Advisors, LLC234,663$4.62M4.47%
NatWest Group plc220,563$4.31M2.08%
Parkwood LLC207,534$4.05M0.68%
Independent Advisor Alliance141,983$2.77M0.13%
Power Corp of Canada129,800$2.55M0.21%
1832 Asset Management L.P.109,185$2.11M0.00%
Altman Advisors, Inc.74,149$1.45M0.75%
Mitchell Capital Management Co72,706$1.42M0.32%
Sciencast Management LP68,468$1.27M0.29%
Capital Asset Advisory Services LLC63,876$1.25M0.13%
Group One Trading, L.P.62,821$1.23M0.03%
First Hawaiian Bank54,225$1.06M0.03%
Laurel Wealth Advisors, Inc.52,509$1.03M0.08%
Henshaw Capital LLC40,288$787.2K0.05%
Winning Points Advisors, LLC27,202$532.0K0.41%
Blueshift Asset Management, LLC24,895$486.0K0.04%
Wolverine Trading, LLC22,769$443.0K0.01%
Compton Wealth Advisory Group, LLC21,894$428.0K0.17%
Altium Wealth Management LLC20,380$398.0K0.03%
Aaron Wealth Advisors5,803$297.0K0.01%
MQS Management LLC14,141$276.0K0.22%
Vise Technologies, Inc.13,396$262.0K0.10%
Syquant Capital SAS12,728$251.0K0.13%
First National Bank of Hutchinson12,777$250.0K0.15%
Pictet & Cie (Europe) SA12,053$238.0K0.01%
Dorsey & Whitney Trust CO LLC11,475$224.0K0.02%
Balentine LLC11,397$223.0K0.01%
Burns Matteson Capital Management, LLC11,124$217.4K0.15%
Shilanski & Associates, Inc.10,978$215.0K0.09%
Beacon Pointe Advisors, LLC10,958$214.0K0.00%
Select Asset Management & Trust10,750$210.0K0.18%
Capital Fund Management S.A.10,403$203.3K0.01%
Change Path, LLC10,084$197.0K0.01%
Verus Capital Partners, LLC10,150$188.0K0.03%
Selective Wealth Management, Inc.5,121$100.0K0.04%
SG3 Management, LLC5,000$98.0K0.03%
Focused Wealth Management, Inc4,400$86.0K0.01%
Altshuler Shaham Ltd3,895$76.0K0.00%
Prospera Financial Services Inc3,300$64.0K0.00%
Creative Financial Designs Inc3,200$63.0K0.01%
CKW Financial Group2,700$53.0K0.01%
Money Concepts Capital Corp1,828$36.0K0.00%
Global Retirement Partners, LLC1,629$31.0K0.00%
Commons Capital, LLC1,170$23.0K0.02%
TCWP LLC690$13.0K0.00%
Brewin Dolphin Wealth Management Ltd534$10.0K0.00%
Optimum Investment Advisors358$7.00K0.00%
Lazard Asset Management LLC337$6.00K0.00%
CIBC Private Wealth Group, LLC326$6.00K0.00%
Geneos Wealth Management Inc.282$5.00K0.00%
Federated Hermes, Inc.42$1.00K0.00%

Sold out (45)

Institutions that held UBS Group AG at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of UBS in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Barclays PLC27,173,428$485.6M
Schroder Investment Management Group5,412,378$88.9M
Millennium Management LLC571,951$10.2M
Carlson Capital L P447,843$8.00M
Castleark Management LLC376,400$6.73M
Eqis Capital Management, Inc.188,928$3.38M
Bank Julius Baer & Co. Ltd, Zurich178,620$3.22M
Optiver Holding B.V.172,451$3.10M
Qube Research & Technologies Ltd156,629$2.80M
Eisler Capital (UK) Ltd.100,000$1.64M
Krilogy Financial LLC83,821$1.50M
Greenwich Investment Management, Inc.82,360$1.47M
Voloridge Investment Management, LLC61,838$1.10M
Advisors Asset Management, Inc.54,416$972.4K
Capricorn Fund Managers Ltd30,000$536.0K
B. Riley Wealth Management, Inc.24,647$440.0K
HAP Trading, LLC24,000$429.0K
Schonfeld Strategic Advisors LLC23,833$429.0K
Virtu Financial LLC23,946$428.0K
Aigen Investment Management, LP21,093$377.0K
Magnetar Financial LLC19,410$347.0K
Walleye Capital LLC17,800$318.0K
Bellecapital International Ltd.16,571$291.0K
JB Capital LLC14,955$267.3K
Synovus Financial Corp13,764$247.0K
Csenge Advisory Group15,172$235.0K
Stock Yards Bank & Trust Co11,848$212.0K
SG Americas Securities, LLC11,496$205.0K
Great Lakes Advisors, LLC11,197$200.0K
Ethic Inc.10,709$191.0K
Cullinan Associates Inc10,000$179.0K
JBF Capital, Inc.4,500$74.0K
Graves-Light Private Wealth Management, Inc.1,988$36.0K
Aquatic Capital Management LLC1,700$30.0K
Evoke Wealth, LLC424$8.00K
Truvestments Capital LLC417$7.00K
Arlington Partners LLC287$5.00K
Snowden Capital Advisors LLC331$5.00K
McDonald Partners LLC115$2.06K
Absolute Capital Management, LLC115$2.06K
Plante Moran Financial Advisors, LLC85$2.00K
McCarthy Grittinger Financial Group, LLC94$1.68K
Country Trust Bank62$1.00K
Manchester Capital Management LLC35$1.00K
Concord Wealth Partners24$0

Not filed for Q1 2022 yet (3)

Institutions that held UBS Group AG at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UBS in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
NEXT Financial Group, Inc1,296$23.0K
Bell Investment Advisors, Inc147$3.00K
Carroll Financial Associates, Inc.35$0