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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 787,024 | $0 | 0.00% | +80,106+11.3% | Added |
| Centerpoint Advisors, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 42 | $1.00K | 0.00% | +42 | New |
| Antonetti Capital Management LLC | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 119 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 103 | $2.03K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 175 | $3.00K | 0.00% | −57−24.6% | Reduced |
| Central Trust Co | 161 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 167 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 179 | $3.50K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 214 | $4.00K | 0.00% | +34+18.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 231 | $5.00K | 0.00% | +67+40.9% | Added |
| Geneos Wealth Management Inc. | 282 | $5.00K | 0.00% | +282 | New |
| Laurel Wealth Planning LLC | 331 | $6.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 310 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 289 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 337 | $6.00K | 0.00% | +337 | New |
| CIBC Private Wealth Group, LLC | 326 | $6.00K | 0.00% | +326 | New |
| Raffa Wealth Management, LLC | 353 | $6.90K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 358 | $7.00K | 0.00% | +358 | New |
| Sound Income Strategies, LLC | 434 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 410 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 486 | $9.00K | 0.00% | −101−17.2% | Reduced |
| Key Financial Inc | 456 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 451 | $9.00K | 0.00% | +145+47.4% | Added |
| MUFG Americas Holdings Corp | 449 | $9.00K | 0.00% | +212+89.5% | Added |
| Federation des caisses Desjardins du Quebec | 505 | $9.87K | 0.00% | −185−26.8% | Reduced |
| HM Payson & Co | 505 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 534 | $10.0K | 0.00% | +534 | New |
| Earnest Partners LLC | 674 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 644 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 678 | $13.0K | 0.00% | +527+349.0% | Added |
| TCWP LLC | 690 | $13.0K | 0.00% | +690 | New |
| Advanced Research Investment Solutions, LLC | 705 | $14.0K | 0.01% | −1,112−61.2% | Reduced |
| Howe & Rusling Inc | 700 | $14.0K | 0.00% | −185−20.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 841 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 827 | $16.0K | 0.00% | +678+455.0% | Added |
| EverSource Wealth Advisors, LLC | 868 | $17.0K | 0.00% | +88+11.3% | Added |
| Farmers & Merchants Investments Inc | 931 | $18.0K | 0.00% | −470−33.5% | Reduced |
| Massmutual Trust Co FSB | 970 | $19.0K | 0.00% | +500+106.4% | Added |
| Fortitude Advisory Group L.L.C. | 1,048 | $20.0K | 0.01% | −30−2.8% | Reduced |
| Community Bank, N.A. | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Commons Capital, LLC | 1,170 | $23.0K | 0.02% | +1,170 | New |
| Meeder Asset Management Inc | 1,226 | $24.0K | 0.00% | −147−10.7% | Reduced |
| Zions Bancorporation, N.A. | 1,293 | $25.0K | 0.00% | +8+0.6% | Added |
| Ten Capital Wealth Advisors, LLC | 1,491 | $29.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,456 | $29.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,629 | $31.0K | 0.00% | +1,629 | New |
| Money Concepts Capital Corp | 1,828 | $36.0K | 0.00% | +1,828 | New |
| Rosenberg Matthew Hamilton | 2,065 | $40.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 2,068 | $41.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,363 | $46.6K | 0.00% | +1,264+115.0% | Added |
| Blume Capital Management, Inc. | 2,400 | $47.0K | 0.02% | −5,600−70.0% | Reduced |
| Jones Financial Companies LLLP | 2,399 | $47.0K | 0.00% | −741−23.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,416 | $47.0K | 0.01% | −11−0.5% | Reduced |
| Bessemer Group Inc | 2,655 | $52.0K | 0.00% | −1,097−29.2% | Reduced |
| CKW Financial Group | 2,700 | $53.0K | 0.01% | +2,700 | New |
| Koshinski Asset Management, Inc. | 2,775 | $54.2K | 0.00% | −1,025−27.0% | Reduced |
| Brown Brothers Harriman & Co | 3,138 | $61.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,200 | $63.0K | 0.01% | +3,200 | New |
| Prospera Financial Services Inc | 3,300 | $64.0K | 0.00% | +3,300 | New |
| AdvisorNet Financial, Inc | 3,436 | $67.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,895 | $76.0K | 0.00% | +3,895 | New |
| Huntington National Bank | 3,923 | $77.0K | 0.00% | −26−0.7% | Reduced |
| Umb Bank N A | 3,963 | $77.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,094 | $80.0K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4,400 | $86.0K | 0.01% | +4,400 | New |
| CWM, LLC | 4,468 | $87.0K | 0.00% | +2,715+154.9% | Added |
| SG3 Management, LLC | 5,000 | $98.0K | 0.03% | +5,000 | New |
| Selective Wealth Management, Inc. | 5,121 | $100.0K | 0.04% | +5,121 | New |
| BNP Paribas Arbitrage, SA | 5,431 | $106.1K | 0.00% | +3,833+239.9% | Added |
| Fieldpoint Private Securities, LLC | 6,162 | $120.0K | 0.02% | +216+3.6% | Added |
| TD Private Client Wealth LLC | 6,450 | $126.0K | 0.01% | +146+2.3% | Added |
| HHM Wealth Advisors, LLC | 6,500 | $127.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 6,580 | $129.0K | 0.01% | +6,425+4,145.2% | Added |
| Cutler Group LP | 6,900 | $134.0K | 0.01% | +2,800+68.3% | Added |
| TD Ameritrade Investment Management, LLC | 8,128 | $159.0K | 0.00% | −7,388−47.6% | Reduced |
| Rockefeller Capital Management L.P. | 8,495 | $165.0K | 0.00% | −135,831−94.1% | Reduced |
| Assetmark, Inc | 8,689 | $170.0K | 0.00% | +350+4.2% | Added |
| JFS Wealth Advisors, LLC | 8,976 | $175.0K | 0.02% | −1,960−17.9% | Reduced |
| Verus Capital Partners, LLC | 10,150 | $188.0K | 0.03% | +10,150 | New |
| Diligent Investors, LLC | 10,000 | $195.0K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 10,084 | $197.0K | 0.01% | +10,084 | New |
| We Are One Seven, LLC | 10,150 | $198.0K | 0.02% | −2,801−21.6% | Reduced |
| American Portfolios Advisors | 10,176 | $198.8K | 0.01% | −1,508−12.9% | Reduced |
| Capital Fund Management S.A. | 10,403 | $203.3K | 0.01% | +10,403 | New |
| Select Asset Management & Trust | 10,750 | $210.0K | 0.18% | +10,750 | New |
| Commerce Bank | 10,929 | $214.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,958 | $214.0K | 0.00% | +10,958 | New |
| Cozad Asset Management Inc | 10,990 | $215.0K | 0.03% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 10,978 | $215.0K | 0.09% | +10,978 | New |
| Burns Matteson Capital Management, LLC | 11,124 | $217.4K | 0.15% | +11,124 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,925 | $221.7K | 0.04% | −121,801−91.1% | Reduced |
| Curated Wealth Partners LLC | 12,494 | $223.0K | 0.08% | 00.0% | Unchanged |