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 |
|---|---|---|---|---|---|
| Balentine LLC | 11,397 | $223.0K | 0.01% | +11,397 | New |
| TownSquare Capital, LLC | 11,483 | $224.0K | 0.01% | −172−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 11,475 | $224.0K | 0.02% | +11,475 | New |
| Cullen/Frost Bankers, Inc. | 11,638 | $227.0K | 0.00% | +500+4.5% | Added |
| M&T Bank Corp | 11,676 | $228.0K | 0.00% | +30.0% | Added |
| First Republic Investment Management, Inc. | 11,979 | $234.0K | 0.00% | −38,557−76.3% | Reduced |
| Glenmede Trust Co NA | 11,997 | $234.0K | 0.00% | −847−6.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 12,078 | $236.0K | 0.06% | −6,107−33.6% | Reduced |
| Pictet & Cie (Europe) SA | 12,053 | $238.0K | 0.01% | +12,053 | New |
| Claraphi Advisory Network, LLC | 12,300 | $240.0K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 12,336 | $241.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14,259 | $242.0K | 0.00% | +9,627+207.8% | Added |
| Pinnacle Associates Ltd | 12,641 | $247.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,736 | $249.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 12,777 | $250.0K | 0.15% | +12,777 | New |
| Syquant Capital SAS | 12,728 | $251.0K | 0.13% | +12,728 | New |
| Gitterman Wealth Management, LLC | 13,086 | $256.0K | 0.21% | +325+2.5% | Added |
| Checchi Capital Advisers, LLC | 13,192 | $258.0K | 0.03% | +207+1.6% | Added |
| Vise Technologies, Inc. | 13,396 | $262.0K | 0.10% | +13,396 | New |
| Boston Private Wealth LLC | 13,448 | $263.0K | 0.00% | +2,841+26.8% | Added |
| Lindbrook Capital, LLC | 13,926 | $272.0K | 0.04% | +89+0.6% | Added |
| Cresset Asset Management, LLC | 13,899 | $272.0K | 0.00% | +721+5.5% | Added |
| swisspartners Advisors Ltd | 14,000 | $275.0K | 0.19% | 00.0% | Unchanged |
| MQS Management LLC | 14,141 | $276.0K | 0.22% | +14,141 | New |
| Parallel Advisors, LLC | 14,274 | $278.0K | 0.01% | −469−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 14,304 | $279.0K | 0.00% | −103−0.7% | Reduced |
| AE Wealth Management LLC | 14,489 | $283.0K | 0.00% | −1,889−11.5% | Reduced |
| Evergreen Capital Management LLC | 14,512 | $284.0K | 0.01% | +1,836+14.5% | Added |
| Wrapmanager Inc | 14,563 | $285.0K | 0.08% | −24−0.2% | Reduced |
| FDx Advisors, Inc. | 14,910 | $291.0K | 0.01% | −12,074−44.7% | Reduced |
| Clarius Group, LLC | 16,338 | $292.0K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,803 | $297.0K | 0.01% | +5,803 | New |
| Ballentine Partners, LLC | 15,787 | $308.0K | 0.01% | −73−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 15,826 | $309.0K | 0.01% | +4,466+39.3% | Added |
| Sage Rhino Capital LLC | 16,235 | $317.0K | 0.10% | +140+0.9% | Added |
| Prudential Financial Inc | 16,255 | $317.0K | 0.00% | +1,160+7.7% | Added |
| Kestra Advisory Services, LLC | 16,503 | $322.0K | 0.00% | −8,738−34.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,958 | $331.0K | 0.00% | −19,140−53.0% | Reduced |
| Clearstead Advisors, LLC | 16,916 | $331.0K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 16,920 | $331.0K | 0.01% | +1,914+12.8% | Added |
| Ritholtz Wealth Management | 17,439 | $341.0K | 0.02% | +3,303+23.4% | Added |
| Beach Investment Counsel Inc | 17,650 | $345.0K | 0.04% | 00.0% | Unchanged |
| Comerica Securities,inc. | 17,738 | $347.0K | 0.02% | −197−1.1% | Reduced |
| Oppenheimer & Co Inc | 18,195 | $356.0K | 0.01% | −1,163−6.0% | Reduced |
| Studio Investment Management LLC | 19,793 | $387.0K | 0.13% | −1,320−6.3% | Reduced |
| Gamco Investors, Inc. Et Al | 20,000 | $391.0K | 0.00% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 20,380 | $398.0K | 0.03% | +20,380 | New |
| American Trust Investment Advisors, LLC | 20,600 | $403.0K | 0.21% | 00.0% | Unchanged |
| Colony Group LLC | 21,415 | $418.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 21,546 | $421.0K | 0.01% | −2,822−11.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 21,894 | $428.0K | 0.17% | +21,894 | New |
| Quadrant Capital Group LLC | 22,209 | $434.0K | 0.05% | +3,978+21.8% | Added |
| Wolverine Trading, LLC | 22,769 | $443.0K | 0.01% | +22,769 | New |
| Baker Ellis Asset Management LLC | 23,500 | $459.0K | 0.08% | +11,200+91.1% | Added |
| Advisor Partners LLC | 23,622 | $462.0K | 0.03% | −2,208−8.5% | Reduced |
| Sawtooth Solutions, LLC | 23,809 | $465.0K | 0.06% | −47,381−66.6% | Reduced |
| Cetera Investment Advisers | 23,854 | $466.0K | 0.01% | −452−1.9% | Reduced |
| Private Capital Group, LLC | 24,066 | $470.0K | 0.11% | −614−2.5% | Reduced |
| West Family Investments, Inc. | 24,290 | $475.0K | 0.14% | +225+0.9% | Added |
| Gradient Investments LLC | 24,417 | $477.0K | 0.01% | −1,057−4.1% | Reduced |
| Financial Counselors Inc | 24,739 | $483.0K | 0.01% | −495−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,726 | $483.0K | 0.00% | +1,412+6.1% | Added |
| Blueshift Asset Management, LLC | 24,895 | $486.0K | 0.04% | +24,895 | New |
| Fisher Asset Management, LLC | 25,200 | $492.0K | 0.00% | +339+1.4% | Added |
| National Asset Management, Inc. | 25,543 | $501.0K | 0.02% | +8,689+51.6% | Added |
| Old National Bancorp | 25,838 | $505.0K | 0.02% | +2,057+8.6% | Added |
| Morningstar Investment Services LLC | 26,053 | $509.0K | 0.01% | +5,759+28.4% | Added |
| Corient Capital Partners, LLC | 26,329 | $514.0K | 0.03% | +1,027+4.1% | Added |
| Winning Points Advisors, LLC | 27,202 | $532.0K | 0.41% | +27,202 | New |
| Tower Research Capital LLC (TRC) | 27,552 | $538.0K | 0.01% | +26,503+2,526.5% | Added |
| Janney Montgomery Scott LLC | 32,774 | $640.0K | 0.00% | −34,642−51.4% | Reduced |
| Lingohr & Partner Asset Management GmbH | 32,622 | $642.0K | 1.69% | −11,808−26.6% | Reduced |
| Oppenheimer Asset Management Inc. | 33,034 | $645.0K | 0.01% | −156,528−82.6% | Reduced |
| Rehmann Capital Advisory Group | 33,614 | $660.3K | 0.06% | −297−0.9% | Reduced |
| Qtron Investments LLC | 35,646 | $703.0K | 0.16% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 36,127 | $706.0K | 0.01% | −14,836−29.1% | Reduced |
| Cubist Systematic Strategies, LLC | 36,649 | $716.0K | 0.01% | +1,721+4.9% | Added |
| Signaturefd, LLC | 36,834 | $720.0K | 0.02% | +1,766+5.0% | Added |
| Raymond James Trust N.A. | 37,002 | $723.0K | 0.02% | −3,595−8.9% | Reduced |
| Gabelli Funds LLC | 37,000 | $723.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 39,320 | $769.0K | 0.00% | +4,481+12.9% | Added |
| Henshaw Capital LLC | 40,288 | $787.2K | 0.05% | +40,288 | New |
| Fifth Third Bancorp | 42,010 | $821.0K | 0.00% | −662−1.6% | Reduced |
| Mariner, LLC | 42,008 | $821.0K | 0.00% | +10,953+35.3% | Added |
| SOL Capital Management CO | 43,680 | $854.0K | 0.15% | −1,000−2.2% | Reduced |
| Exane Derivatives | 44,380 | $870.8K | 0.25% | −268,874−85.8% | Reduced |
| HighTower Advisors, LLC | 44,760 | $873.0K | 0.00% | −173−0.4% | Reduced |
| Investors Research Corp | 47,259 | $923.0K | 0.26% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 49,200 | $961.0K | 0.06% | −79−0.2% | Reduced |
| Greenleaf Trust | 49,743 | $972.0K | 0.01% | +1,012+2.1% | Added |
| Atlas Capital Advisors LLC | 50,583 | $988.4K | 0.15% | +1,176+2.4% | Added |
| Veriti Management LLC | 50,842 | $993.0K | 0.12% | +3,855+8.2% | Added |
| Vestmark Advisory Solutions, Inc. | 50,881 | $994.0K | 0.06% | −5,971−10.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 51,597 | $1.01M | 0.64% | +3,287+6.8% | Added |
| MML Investors Services, LLC | 52,068 | $1.02M | 0.01% | −19,153−26.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 52,509 | $1.03M | 0.08% | +52,509 | New |
| Forum Financial Management, LP | 53,532 | $1.05M | 0.05% | −10.0% | Reduced |
| First Hawaiian Bank | 54,225 | $1.06M | 0.03% | +54,225 | New |
| Yousif Capital Management, LLC | 54,576 | $1.07M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 57,572 | $1.12M | 0.05% | +19,737+52.2% | Added |