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 |
|---|---|---|---|---|---|
| Fosun International Ltd | 67,985 | $1.13M | 0.10% | −256,105−79.0% | Reduced |
| Liberty One Investment Management, LLC | 59,616 | $1.17M | 0.18% | −2,841−4.5% | Reduced |
| Truist Financial Corp | 59,842 | $1.17M | 0.00% | −4,750−7.4% | Reduced |
| The PNC Financial Services Group, Inc. | 60,523 | $1.18M | 0.00% | −9,016−13.0% | Reduced |
| swisspartners Ltd. | 60,528 | $1.19M | 0.94% | −2,045−3.3% | Reduced |
| Group One Trading, L.P. | 62,821 | $1.23M | 0.03% | +62,821 | New |
| Private Advisor Group, LLC | 63,503 | $1.24M | 0.01% | −10,986−14.7% | Reduced |
| Comerica Bank | 69,285 | $1.24M | 0.01% | −1,401−2.0% | Reduced |
| Capital Asset Advisory Services LLC | 63,876 | $1.25M | 0.13% | +63,876 | New |
| Guggenheim Capital LLC | 64,079 | $1.25M | 0.01% | −2,617−3.9% | Reduced |
| US Bancorp | 64,196 | $1.25M | 0.00% | −1,413−2.2% | Reduced |
| Cigna Investments Inc | 64,275 | $1.27M | 0.16% | −4,457−6.5% | Reduced |
| Sciencast Management LP | 68,468 | $1.27M | 0.29% | +68,468 | New |
| Pathstone Family Office, LLC | 66,725 | $1.31M | 0.03% | −1,816−2.6% | Reduced |
| Schechter Investment Advisors, LLC | 69,899 | $1.37M | 0.13% | −21,171−23.2% | Reduced |
| Thomas White International Ltd | 72,332 | $1.41M | 0.24% | +3,245+4.7% | Added |
| Mitchell Capital Management Co | 72,706 | $1.42M | 0.32% | +72,706 | New |
| Cullen Capital Management LLC | 72,893 | $1.42M | 0.01% | −1,528,062−95.4% | Reduced |
| U S Global Investors Inc | 73,000 | $1.43M | 0.05% | −84,000−53.5% | Reduced |
| Altman Advisors, Inc. | 74,149 | $1.45M | 0.75% | +74,149 | New |
| Toroso Investments, LLC | 81,191 | $1.59M | 0.05% | −8,735−9.7% | Reduced |
| KCS Wealth Advisory | 81,359 | $1.59M | 0.74% | +14,803+22.2% | Added |
| Metis Global Partners, LLC | 84,661 | $1.66M | 0.20% | +66,575+368.1% | Added |
| CSS LLC | 85,156 | $1.66M | 0.07% | +33,800+65.8% | Added |
| Capital International Ltd | 86,168 | $1.69M | 0.10% | −263,858−75.4% | Reduced |
| GQG Partners LLC | 88,514 | $1.75M | 0.00% | −13,094−12.9% | Reduced |
| Ossiam | 89,018 | $1.75M | 0.05% | +60,788+215.3% | Added |
| O'Shaughnessy Asset Management, LLC | 96,342 | $1.88M | 0.03% | +10,710+12.5% | Added |
| Wealth Alliance Advisory Group, LLC | 97,213 | $1.90M | 0.82% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 97,760 | $1.91M | 0.01% | −744,730−88.4% | Reduced |
| Banco Santander, S.A. | 105,590 | $1.92M | 0.02% | −20,091−16.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 98,236 | $1.94M | 0.10% | −164,360−62.6% | Reduced |
| Capital International Inc | 99,651 | $1.96M | 0.02% | −1,044,361−91.3% | Reduced |
| Marietta Investment Partners LLC | 103,600 | $2.02M | 0.46% | +22,250+27.4% | Added |
| LPL Financial LLC | 107,095 | $2.09M | 0.00% | −58,431−35.3% | Reduced |
| 1832 Asset Management L.P. | 109,185 | $2.11M | 0.00% | +109,185 | New |
| Hantz Financial Services, Inc. | 108,103 | $2.11M | 0.06% | −2,965−2.7% | Reduced |
| Wetherby Asset Management Inc | 117,363 | $2.29M | 0.13% | +4,807+4.3% | Added |
| Logan Capital Management Inc | 126,007 | $2.46M | 0.12% | +4,503+3.7% | Added |
| Power Corp of Canada | 129,800 | $2.55M | 0.21% | +129,800 | New |
| Calamos Wealth Management LLC | 133,085 | $2.60M | 0.19% | −4,790−3.5% | Reduced |
| Highland Capital Management, LLC | 134,514 | $2.63M | 0.16% | −500.0% | Reduced |
| Independent Advisor Alliance | 141,983 | $2.77M | 0.13% | +141,983 | New |
| RBF Capital, LLC | 150,000 | $2.92M | 0.19% | −10,000−6.3% | Reduced |
| Stifel Financial Corp | 150,081 | $2.93M | 0.00% | −85,400−36.3% | Reduced |
| Vident Investment Advisory, LLC | 159,327 | $3.14M | 0.08% | −11,521−6.7% | Reduced |
| Boston Partners | 160,729 | $3.14M | 0.00% | +28,185+21.3% | Added |
| Bridgeway Capital Management, LLC | 163,900 | $3.20M | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 173,006 | $3.29M | 0.01% | −6,107−3.4% | Reduced |
| Metropolitan Life Insurance Co | 170,170 | $3.36M | 0.12% | +2,126+1.3% | Added |
| Brinker Capital Investments, LLC | 175,156 | $3.42M | 0.05% | −8,351−4.6% | Reduced |
| Assenagon Asset Management S.A. | 180,947 | $3.57M | 0.01% | +55,537+44.3% | Added |
| Susquehanna International Group, LLP | 195,814 | $3.83M | 0.01% | +65,741+50.5% | Added |
| Ensign Peak Advisors, Inc | 194,394 | $3.87M | 0.01% | 00.0% | Unchanged |
| Parkwood LLC | 207,534 | $4.05M | 0.68% | +207,534 | New |
| Scotia Capital Inc. | 212,640 | $4.16M | 0.03% | +16,763+8.6% | Added |
| Clearbridge Investments, LLC | 219,094 | $4.17M | 0.00% | +9,199+4.4% | Added |
| Geode Capital Management, LLC | 213,276 | $4.17M | 0.00% | −3,555−1.6% | Reduced |
| NatWest Group plc | 220,563 | $4.31M | 2.08% | +220,563 | New |
| Dorsey Wright & Associates | 231,746 | $4.53M | 1.05% | −3,820−1.6% | Reduced |
| MetLife Investment Management | 235,479 | $4.62M | 0.03% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 234,663 | $4.62M | 4.47% | +234,663 | New |
| Capital International Sarl | 243,290 | $4.78M | 0.24% | −278,992−53.4% | Reduced |
| Achmea Investment Management B.V. | 249,691 | $4.92M | 0.13% | +249,691 | New |
| Mirabella Financial Services LLP | 255,289 | $4.99M | 0.57% | +255,289 | New |
| Crossmark Global Holdings, Inc. | 256,523 | $5.01M | 0.11% | +6,658+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 277,373 | $5.42M | 0.01% | +261,002+1,594.3% | Added |
| SEI Investments Co | 293,491 | $5.72M | 0.01% | +169,106+136.0% | Added |
| Mercer Global Advisors Inc | 299,919 | $5.86M | 0.03% | −31,446−9.5% | Reduced |
| First Trust Advisors LP | 317,672 | $6.25M | 0.01% | −77,818−19.7% | Reduced |
| Value Partners Investments Inc. | 327,717 | $6.40M | 0.54% | −45,000−12.1% | Reduced |
| Contravisory Investment Management, Inc. | 329,413 | $6.44M | 1.83% | −3,688−1.1% | Reduced |
| American Century Companies Inc | 346,258 | $6.77M | 0.00% | +101,557+41.5% | Added |
| Henry James International Management, Inc. | 359,878 | $7.03M | 2.77% | +18,707+5.5% | Added |
| Simplex Trading, LLC | 371,095 | $7.25M | 0.23% | +371,095 | New |
| Leuthold Group, LLC | 406,586 | $7.95M | 1.02% | −1,548−0.4% | Reduced |
| Westpac Banking Corp | 475,031 | $8.62M | 0.10% | +475,031 | New |
| CIBC World Markets Inc. | 441,831 | $8.63M | 0.03% | +38,885+9.7% | Added |
| Citadel Advisors LLC | 442,206 | $8.64M | 0.01% | +355,486+409.9% | Added |
| Renaissance Group LLC | 447,553 | $8.74M | 0.39% | −89,757−16.7% | Reduced |
| Voya Investment Management LLC | 501,628 | $9.89M | 0.02% | −91,281−15.4% | Reduced |
| Susquehanna International Group Ltd. | 502,490 | $9.91M | 3.38% | −700,469−58.2% | Reduced |
| LGT Group Foundation | 578,882 | $11.4M | 0.27% | −170,230−22.7% | Reduced |
| Virginia Retirement Systems Et Al | 593,996 | $11.7M | 0.11% | +286,700+93.3% | Added |
| Algebris (UK) Ltd | 599,712 | $11.8M | 5.69% | −616,065−50.7% | Reduced |
| Pictet North America Advisors SA | 645,536 | $12.7M | 1.48% | −220,862−25.5% | Reduced |
| Janney Capital Management LLC | 716,762 | $14.0M | 1.00% | +8,846+1.2% | Added |
| Eaton Vance Management | 720,782 | $14.1M | 0.02% | +56,834+8.6% | Added |
| Polar Capital Holdings Plc | 780,579 | $14.8M | 0.09% | −203,968−20.7% | Reduced |
| National Bank of Canada | 822,816 | $15.0M | 0.06% | +796,722+3,053.3% | Added |
| Black Diamond Capital Management, L.L.C. | 812,089 | $15.7M | 7.89% | +275,000+51.2% | Added |
| HSBC Holdings PLC | 814,436 | $16.0M | 0.02% | −958,480−54.1% | Reduced |
| TD Asset Management Inc | 860,448 | $17.0M | 0.02% | +20,386+2.4% | Added |
| Jane Street Group, LLC | 927,715 | $18.2M | 0.03% | +108,598+13.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 938,910 | $18.5M | 0.04% | +89,011+10.5% | Added |
| Susquehanna International Securities, Ltd. | 1,010,366 | $19.9M | 15.89% | +737,469+270.2% | Added |
| Edmond de Rothschild Holding S.A. | 1,081,871 | $21.2M | 0.47% | +221,036+25.7% | Added |
| Calamos Advisors LLC | 1,093,432 | $21.4M | 0.08% | −63,220−5.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,186,620 | $23.2M | 0.23% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 1,186,843 | $23.2M | 0.35% | +24,525+2.1% | Added |