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 |
|---|---|---|---|---|---|
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −16,571−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −14,955−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −13,764−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −15,172−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −11,848−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,496−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −11,197−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −10,709−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| McCarthy Grittinger Financial Group, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |