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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 441,831 | $8.63M | 0.03% | +38,885+9.7% | Added |
| Westpac Banking Corp | 475,031 | $8.62M | 0.10% | +475,031 | New |
| Leuthold Group, LLC | 406,586 | $7.95M | 1.02% | −1,548−0.4% | Reduced |
| Simplex Trading, LLC | 371,095 | $7.25M | 0.23% | +371,095 | New |
| Henry James International Management, Inc. | 359,878 | $7.03M | 2.77% | +18,707+5.5% | Added |
| American Century Companies Inc | 346,258 | $6.77M | 0.00% | +101,557+41.5% | Added |
| Contravisory Investment Management, Inc. | 329,413 | $6.44M | 1.83% | −3,688−1.1% | Reduced |
| Value Partners Investments Inc. | 327,717 | $6.40M | 0.54% | −45,000−12.1% | Reduced |
| First Trust Advisors LP | 317,672 | $6.25M | 0.01% | −77,818−19.7% | Reduced |
| Mercer Global Advisors Inc | 299,919 | $5.86M | 0.03% | −31,446−9.5% | Reduced |
| SEI Investments Co | 293,491 | $5.72M | 0.01% | +169,106+136.0% | Added |
| Northwestern Mutual Wealth Management Co | 277,373 | $5.42M | 0.01% | +261,002+1,594.3% | Added |
| Crossmark Global Holdings, Inc. | 256,523 | $5.01M | 0.11% | +6,658+2.7% | Added |
| Mirabella Financial Services LLP | 255,289 | $4.99M | 0.57% | +255,289 | New |
| Achmea Investment Management B.V. | 249,691 | $4.92M | 0.13% | +249,691 | New |
| Capital International Sarl | 243,290 | $4.78M | 0.24% | −278,992−53.4% | Reduced |
| Channing Global Advisors, LLC | 234,663 | $4.62M | 4.47% | +234,663 | New |
| MetLife Investment Management | 235,479 | $4.62M | 0.03% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 231,746 | $4.53M | 1.05% | −3,820−1.6% | Reduced |
| NatWest Group plc | 220,563 | $4.31M | 2.08% | +220,563 | New |
| Geode Capital Management, LLC | 213,276 | $4.17M | 0.00% | −3,555−1.6% | Reduced |
| Clearbridge Investments, LLC | 219,094 | $4.17M | 0.00% | +9,199+4.4% | Added |
| Scotia Capital Inc. | 212,640 | $4.16M | 0.03% | +16,763+8.6% | Added |
| Parkwood LLC | 207,534 | $4.05M | 0.68% | +207,534 | New |
| Ensign Peak Advisors, Inc | 194,394 | $3.87M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 195,814 | $3.83M | 0.01% | +65,741+50.5% | Added |
| Assenagon Asset Management S.A. | 180,947 | $3.57M | 0.01% | +55,537+44.3% | Added |
| Brinker Capital Investments, LLC | 175,156 | $3.42M | 0.05% | −8,351−4.6% | Reduced |
| Metropolitan Life Insurance Co | 170,170 | $3.36M | 0.12% | +2,126+1.3% | Added |
| Advisor Group Holdings, Inc. | 173,006 | $3.29M | 0.01% | −6,107−3.4% | Reduced |
| Bridgeway Capital Management, LLC | 163,900 | $3.20M | 0.06% | 00.0% | Unchanged |
| Boston Partners | 160,729 | $3.14M | 0.00% | +28,185+21.3% | Added |
| Vident Investment Advisory, LLC | 159,327 | $3.14M | 0.08% | −11,521−6.7% | Reduced |
| Stifel Financial Corp | 150,081 | $2.93M | 0.00% | −85,400−36.3% | Reduced |
| RBF Capital, LLC | 150,000 | $2.92M | 0.19% | −10,000−6.3% | Reduced |
| Independent Advisor Alliance | 141,983 | $2.77M | 0.13% | +141,983 | New |
| Highland Capital Management, LLC | 134,514 | $2.63M | 0.16% | −500.0% | Reduced |
| Calamos Wealth Management LLC | 133,085 | $2.60M | 0.19% | −4,790−3.5% | Reduced |
| Power Corp of Canada | 129,800 | $2.55M | 0.21% | +129,800 | New |
| Logan Capital Management Inc | 126,007 | $2.46M | 0.12% | +4,503+3.7% | Added |
| Wetherby Asset Management Inc | 117,363 | $2.29M | 0.13% | +4,807+4.3% | Added |
| Hantz Financial Services, Inc. | 108,103 | $2.11M | 0.06% | −2,965−2.7% | Reduced |
| 1832 Asset Management L.P. | 109,185 | $2.11M | 0.00% | +109,185 | New |
| LPL Financial LLC | 107,095 | $2.09M | 0.00% | −58,431−35.3% | Reduced |
| Marietta Investment Partners LLC | 103,600 | $2.02M | 0.46% | +22,250+27.4% | Added |
| Capital International Inc | 99,651 | $1.96M | 0.02% | −1,044,361−91.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 98,236 | $1.94M | 0.10% | −164,360−62.6% | Reduced |
| Banco Santander, S.A. | 105,590 | $1.92M | 0.02% | −20,091−16.0% | Reduced |
| Balyasny Asset Management LLC | 97,760 | $1.91M | 0.01% | −744,730−88.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 97,213 | $1.90M | 0.82% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 96,342 | $1.88M | 0.03% | +10,710+12.5% | Added |
| Ossiam | 89,018 | $1.75M | 0.05% | +60,788+215.3% | Added |
| GQG Partners LLC | 88,514 | $1.75M | 0.00% | −13,094−12.9% | Reduced |
| Capital International Ltd | 86,168 | $1.69M | 0.10% | −263,858−75.4% | Reduced |
| CSS LLC | 85,156 | $1.66M | 0.07% | +33,800+65.8% | Added |
| Metis Global Partners, LLC | 84,661 | $1.66M | 0.20% | +66,575+368.1% | Added |
| KCS Wealth Advisory | 81,359 | $1.59M | 0.74% | +14,803+22.2% | Added |
| Toroso Investments, LLC | 81,191 | $1.59M | 0.05% | −8,735−9.7% | Reduced |
| Altman Advisors, Inc. | 74,149 | $1.45M | 0.75% | +74,149 | New |
| U S Global Investors Inc | 73,000 | $1.43M | 0.05% | −84,000−53.5% | Reduced |
| Cullen Capital Management LLC | 72,893 | $1.42M | 0.01% | −1,528,062−95.4% | Reduced |
| Mitchell Capital Management Co | 72,706 | $1.42M | 0.32% | +72,706 | New |
| Thomas White International Ltd | 72,332 | $1.41M | 0.24% | +3,245+4.7% | Added |
| Schechter Investment Advisors, LLC | 69,899 | $1.37M | 0.13% | −21,171−23.2% | Reduced |
| Pathstone Family Office, LLC | 66,725 | $1.31M | 0.03% | −1,816−2.6% | Reduced |
| Sciencast Management LP | 68,468 | $1.27M | 0.29% | +68,468 | New |
| Cigna Investments Inc | 64,275 | $1.27M | 0.16% | −4,457−6.5% | Reduced |
| US Bancorp | 64,196 | $1.25M | 0.00% | −1,413−2.2% | Reduced |
| Guggenheim Capital LLC | 64,079 | $1.25M | 0.01% | −2,617−3.9% | Reduced |
| Capital Asset Advisory Services LLC | 63,876 | $1.25M | 0.13% | +63,876 | 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 |
| Group One Trading, L.P. | 62,821 | $1.23M | 0.03% | +62,821 | New |
| swisspartners Ltd. | 60,528 | $1.19M | 0.94% | −2,045−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 60,523 | $1.18M | 0.00% | −9,016−13.0% | Reduced |
| Truist Financial Corp | 59,842 | $1.17M | 0.00% | −4,750−7.4% | Reduced |
| Liberty One Investment Management, LLC | 59,616 | $1.17M | 0.18% | −2,841−4.5% | Reduced |
| Fosun International Ltd | 67,985 | $1.13M | 0.10% | −256,105−79.0% | Reduced |
| JustInvest LLC | 57,572 | $1.12M | 0.05% | +19,737+52.2% | Added |
| Yousif Capital Management, LLC | 54,576 | $1.07M | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 54,225 | $1.06M | 0.03% | +54,225 | New |
| Forum Financial Management, LP | 53,532 | $1.05M | 0.05% | −10.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 52,509 | $1.03M | 0.08% | +52,509 | New |
| MML Investors Services, LLC | 52,068 | $1.02M | 0.01% | −19,153−26.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 51,597 | $1.01M | 0.64% | +3,287+6.8% | Added |
| Vestmark Advisory Solutions, Inc. | 50,881 | $994.0K | 0.06% | −5,971−10.5% | Reduced |
| Veriti Management LLC | 50,842 | $993.0K | 0.12% | +3,855+8.2% | Added |
| Atlas Capital Advisors LLC | 50,583 | $988.4K | 0.15% | +1,176+2.4% | Added |
| Greenleaf Trust | 49,743 | $972.0K | 0.01% | +1,012+2.1% | Added |
| Lake Street Advisors Group, LLC | 49,200 | $961.0K | 0.06% | −79−0.2% | Reduced |
| Investors Research Corp | 47,259 | $923.0K | 0.26% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 44,760 | $873.0K | 0.00% | −173−0.4% | Reduced |
| Exane Derivatives | 44,380 | $870.8K | 0.25% | −268,874−85.8% | Reduced |
| SOL Capital Management CO | 43,680 | $854.0K | 0.15% | −1,000−2.2% | Reduced |
| 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 |
| Henshaw Capital LLC | 40,288 | $787.2K | 0.05% | +40,288 | New |
| Creative Planning | 39,320 | $769.0K | 0.00% | +4,481+12.9% | 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 |