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 |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | 1,213,158 | $23.9M | 0.19% | +98,161+8.8% | Added |
| Two Sigma Advisers, LP | 1,289,465 | $25.2M | 0.07% | +515,460+66.6% | Added |
| Envestnet Asset Management Inc | 1,423,047 | $27.8M | 0.01% | −110,625−7.2% | Reduced |
| State of Wisconsin Investment Board | 1,425,377 | $28.1M | 0.06% | +714,192+100.4% | Added |
| Clark Capital Management Group, Inc. | 1,471,965 | $28.8M | 0.32% | −1,670,247−53.2% | Reduced |
| Raymond James & Associates | 1,481,154 | $28.9M | 0.02% | −27,542−1.8% | Reduced |
| Royal London Asset Management Ltd | 1,527,712 | $29.9M | 0.12% | +64,055+4.4% | Added |
| Border to Coast Pensions Partnership Ltd | 1,532,890 | $30.2M | 0.86% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 1,533,768 | $30.2M | 0.37% | +347,547+29.3% | Added |
| Manufacturers Life Insurance Company, The | 1,548,288 | $30.4M | 0.02% | −57,916−3.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,629,552 | $32.1M | 0.16% | +1,601,294+5,666.7% | Added |
| Captrust Financial Advisors | 1,735,067 | $33.9M | 0.22% | +96,720+5.9% | Added |
| Credit Agricole S A | 1,744,722 | $34.1M | 1.06% | +119,364+7.3% | Added |
| Capital Group Private Client Services, Inc. | 1,736,843 | $34.1M | 0.37% | −922,740−34.7% | Reduced |
| State of Tennessee, Treasury Department | 1,738,475 | $34.3M | 0.13% | −73,112−4.0% | Reduced |
| Public Sector Pension Investment Board | 1,744,440 | $34.4M | 0.21% | −3,242−0.2% | Reduced |
| Banque Pictet & Cie SA | 1,875,789 | $37.0M | 0.29% | −116,527−5.8% | Reduced |
| Franklin Resources Inc | 1,903,084 | $37.2M | 0.01% | +183,478+10.7% | Added |
| Jupiter Asset Management Ltd | 1,897,907 | $37.4M | 0.44% | +1,728,922+1,023.1% | Added |
| Alliancebernstein L.P. | 1,938,390 | $37.9M | 0.01% | −175,925−8.3% | Reduced |
| USS Investment Management Ltd | 2,008,112 | $39.5M | 0.33% | −47,038−2.3% | Reduced |
| Northern Trust Corp | 2,047,580 | $40.0M | 0.01% | −226,454−10.0% | Reduced |
| Brandes Investment Partners, LP | 2,087,352 | $40.8M | 0.87% | −210,718−9.2% | Reduced |
| Nuveen Asset Management, LLC | 2,206,495 | $41.4M | 0.01% | +1,565,545+244.3% | Added |
| Todd Asset Management LLC | 2,285,447 | $44.6M | 0.98% | +99,726+4.6% | Added |
| Bank of Montreal | 2,346,380 | $46.3M | 0.03% | −40,265−1.7% | Reduced |
| Wells Fargo & Company | 2,375,101 | $46.4M | 0.01% | −1,058,050−30.8% | Reduced |
| Janus Henderson Group PLC | 2,392,738 | $47.2M | 0.02% | −1,084,984−31.2% | Reduced |
| BlackRock Inc. | 2,465,156 | $48.2M | 0.00% | +142,328+6.1% | Added |
| Natixis Advisors, L.P. | 2,985,599 | $58.3M | 0.22% | −37,625−1.2% | Reduced |
| Citigroup Inc | 3,061,886 | $60.4M | 0.06% | −296,049−8.8% | Reduced |
| Great West Life Assurance Co | 3,073,334 | $64.0M | 0.13% | −130,591−4.1% | Reduced |
| Morgan Stanley | 3,305,177 | $64.6M | 0.01% | +113,559+3.6% | Added |
| Exane Asset Management | 3,342,737 | $65.8M | 31.80% | −1,043,624−23.8% | Reduced |
| Marshall Wace, LLP | 3,340,397 | $65.8M | 0.14% | −1,356,249−28.9% | Reduced |
| Canada Pension Plan Investment Board | 3,349,953 | $66.1M | 0.09% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,440,382 | $67.2M | 0.09% | −721,106−17.3% | Reduced |
| Compagnie Lombard Odier SCmA | 3,422,605 | $67.5M | 1.43% | +425,963+14.2% | Added |
| Neuberger Berman Group LLC | 4,064,675 | $80.0M | 0.07% | −1,588,948−28.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,150,095 | $81.6M | 0.10% | +4,150,095 | New |
| Aviva PLC | 4,223,036 | $83.2M | 0.42% | +1,399,275+49.6% | Added |
| Dimensional Fund Advisors LP | 4,348,771 | $85.0M | 0.03% | +453,906+11.7% | Added |
| Parametric Portfolio Associates LLC | 5,161,025 | $100.8M | 0.05% | +275,414+5.6% | Added |
| M&G Investment Management Ltd | 5,191,215 | $101.2M | 0.22% | +30,318+0.6% | Added |
| Korea Investment CORP | 5,287,498 | $104.3M | 0.26% | +1,227,167+30.2% | Added |
| Invesco Ltd. | 6,026,361 | $117.8M | 0.03% | −954,531−13.7% | Reduced |
| Pzena Investment Management LLC | 6,562,217 | $128.2M | 0.48% | −44,269−0.7% | Reduced |
| Banque Cantonale Vaudoise | 6,632,807 | $130.8M | 5.64% | +5,576+0.1% | Added |
| Bank of New York Mellon Corp | 6,933,947 | $135.5M | 0.03% | −185,867−2.6% | Reduced |
| FIL Ltd | 7,226,499 | $141.9M | 0.15% | +2,581,273+55.6% | Added |
| Ameriprise Financial Inc | 7,437,703 | $148.8M | 0.04% | −1,417,958−16.0% | Reduced |
| Thornburg Investment Management Inc | 8,071,734 | $158.7M | 2.08% | −29,912−0.4% | Reduced |
| ARGA Investment Management, LP | 8,481,225 | $166.8M | 9.13% | +2,495,171+41.7% | Added |
| DekaBank Deutsche Girozentrale | 8,701,752 | $173.8M | 0.43% | −2,495,456−22.3% | Reduced |
| Royal Bank of Canada | 9,004,864 | $176.0M | 0.05% | +569,751+6.8% | Added |
| Capital International Investors | 9,381,245 | $183.3M | 0.04% | −21,429,000−69.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,416,910 | $185.3M | 0.12% | +9,416,910 | New |
| Acadian Asset Management LLC | 9,564,467 | $188.6M | 0.78% | +9,266,627+3,111.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,816,031 | $193.5M | 0.30% | −8,236,345−45.6% | Reduced |
| Russell Investments Group, Ltd. | 10,544,637 | $207.9M | 0.36% | +2,560,083+32.1% | Added |
| AXA S.A. | 11,529,338 | $225.3M | 0.64% | +2,626,944+29.5% | Added |
| Bank of America Corp | 11,858,004 | $231.7M | 0.02% | +3,829,443+47.7% | Added |
| JPMorgan Chase & Co | 19,849,104 | $382.6M | 0.05% | −1,792,264−8.3% | Reduced |
| Deutsche Bank AG | 19,580,683 | $382.6M | 0.18% | −1,882,321−8.8% | Reduced |
| Allianz Asset Management GmbH | 19,942,562 | $393.2M | 0.31% | −1,061,550−5.1% | Reduced |
| Amundi | 21,397,467 | $397.8M | 0.27% | −477,769−2.2% | Reduced |
| FMR LLC | 22,202,096 | $434.2M | 0.03% | +182,734+0.8% | Added |
| Vontobel Holding Ltd. | 26,705,213 | $521.5M | 4.51% | +2,257,834+9.2% | Added |
| Goldman Sachs Group Inc | 27,685,113 | $541.0M | 0.14% | −8,760,044−24.0% | Reduced |
| Pictet Asset Management SA | 27,533,149 | $542.9M | 0.62% | −1,402,365−4.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 40,531,841 | $799.2M | 3.94% | −2,692,589−6.2% | Reduced |
| Wellington Management Group LLP | 58,318,128 | $1.15B | 0.20% | +15,584,492+36.5% | Added |
| Vanguard Group Inc | 109,491,398 | $2.14B | 0.05% | −12,6270.0% | Reduced |
| Credit Suisse AG | 110,423,023 | $2.16B | 1.86% | +5,336,027+5.1% | Added |
| UBS Group AG | 117,814,722 | $2.30B | 0.98% | −36,128,255−23.5% | Reduced |
| Massachusetts Financial Services Co | 143,533,454 | $2.80B | 0.83% | +6,510,874+4.8% | Added |
| Dodge & Cox | 145,244,842 | $2.84B | 1.72% | +41,128,200+39.5% | Added |
| Norges Bank | 156,611,018 | $3.08B | 0.67% | −7,599,027−4.6% | Reduced |
| Barclays PLC | 0 | $0 | 0.00% | −27,173,428−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −5,412,378−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −571,951−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −447,843−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −376,400−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −188,928−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −178,620−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −172,451−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −156,629−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −83,821−100.0% | Sold out |
| Greenwich Investment Management, Inc. | 0 | $0 | 0.00% | −82,360−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −61,838−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −54,416−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −24,647−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −23,833−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,946−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,093−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −19,410−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |