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Livermore
ZHEN

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.

Institutional holdersQ1 2022: 378 institutions
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 766 institutions
Value heldQ1 2022: $26.6B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026766$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$18.5B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q4 2021.

Institutions holding UBS in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Signaturefd, LLC36,834$720.0K0.02%+1,766+5.0%Added
Cubist Systematic Strategies, LLC36,649$716.0K0.01%+1,721+4.9%Added
Park Avenue Securities LLC36,127$706.0K0.01%−14,836−29.1%Reduced
Qtron Investments LLC35,646$703.0K0.16%00.0%Unchanged
Rehmann Capital Advisory Group33,614$660.3K0.06%−297−0.9%Reduced
Oppenheimer Asset Management Inc.33,034$645.0K0.01%−156,528−82.6%Reduced
Lingohr & Partner Asset Management GmbH32,622$642.0K1.69%−11,808−26.6%Reduced
Janney Montgomery Scott LLC32,774$640.0K0.00%−34,642−51.4%Reduced
Tower Research Capital LLC (TRC)27,552$538.0K0.01%+26,503+2,526.5%Added
Winning Points Advisors, LLC27,202$532.0K0.41%+27,202New
Corient Capital Partners, LLC26,329$514.0K0.03%+1,027+4.1%Added
Morningstar Investment Services LLC26,053$509.0K0.01%+5,759+28.4%Added
Old National Bancorp25,838$505.0K0.02%+2,057+8.6%Added
National Asset Management, Inc.25,543$501.0K0.02%+8,689+51.6%Added
Fisher Asset Management, LLC25,200$492.0K0.00%+339+1.4%Added
Blueshift Asset Management, LLC24,895$486.0K0.04%+24,895New
Financial Counselors Inc24,739$483.0K0.01%−495−2.0%Reduced
Cambridge Investment Research Advisors, Inc.24,726$483.0K0.00%+1,412+6.1%Added
Gradient Investments LLC24,417$477.0K0.01%−1,057−4.1%Reduced
West Family Investments, Inc.24,290$475.0K0.14%+225+0.9%Added
Private Capital Group, LLC24,066$470.0K0.11%−614−2.5%Reduced
Cetera Investment Advisers23,854$466.0K0.01%−452−1.9%Reduced
Sawtooth Solutions, LLC23,809$465.0K0.06%−47,381−66.6%Reduced
Advisor Partners LLC23,622$462.0K0.03%−2,208−8.5%Reduced
Baker Ellis Asset Management LLC23,500$459.0K0.08%+11,200+91.1%Added
Wolverine Trading, LLC22,769$443.0K0.01%+22,769New
Quadrant Capital Group LLC22,209$434.0K0.05%+3,978+21.8%Added
Compton Wealth Advisory Group, LLC21,894$428.0K0.17%+21,894New
Spire Wealth Management21,546$421.0K0.01%−2,822−11.6%Reduced
Colony Group LLC21,415$418.0K0.01%00.0%Unchanged
American Trust Investment Advisors, LLC20,600$403.0K0.21%00.0%Unchanged
Altium Wealth Management LLC20,380$398.0K0.03%+20,380New
Gamco Investors, Inc. Et Al20,000$391.0K0.00%00.0%Unchanged
Studio Investment Management LLC19,793$387.0K0.13%−1,320−6.3%Reduced
Oppenheimer & Co Inc18,195$356.0K0.01%−1,163−6.0%Reduced
Comerica Securities,inc.17,738$347.0K0.02%−197−1.1%Reduced
Beach Investment Counsel Inc17,650$345.0K0.04%00.0%Unchanged
Ritholtz Wealth Management17,439$341.0K0.02%+3,303+23.4%Added
Raymond James Financial Services Advisors, Inc.16,958$331.0K0.00%−19,140−53.0%Reduced
Clearstead Advisors, LLC16,916$331.0K0.02%00.0%Unchanged
Bokf, NA16,920$331.0K0.01%+1,914+12.8%Added
Kestra Advisory Services, LLC16,503$322.0K0.00%−8,738−34.6%Reduced
Sage Rhino Capital LLC16,235$317.0K0.10%+140+0.9%Added
Prudential Financial Inc16,255$317.0K0.00%+1,160+7.7%Added
Sequoia Financial Advisors, LLC15,826$309.0K0.01%+4,466+39.3%Added
Ballentine Partners, LLC15,787$308.0K0.01%−73−0.5%Reduced
Aaron Wealth Advisors5,803$297.0K0.01%+5,803New
Clarius Group, LLC16,338$292.0K0.02%00.0%Unchanged
FDx Advisors, Inc.14,910$291.0K0.01%−12,074−44.7%Reduced
Wrapmanager Inc14,563$285.0K0.08%−24−0.2%Reduced
Evergreen Capital Management LLC14,512$284.0K0.01%+1,836+14.5%Added
AE Wealth Management LLC14,489$283.0K0.00%−1,889−11.5%Reduced
Commonwealth Equity Services, LLC14,304$279.0K0.00%−103−0.7%Reduced
Parallel Advisors, LLC14,274$278.0K0.01%−469−3.2%Reduced
MQS Management LLC14,141$276.0K0.22%+14,141New
swisspartners Advisors Ltd14,000$275.0K0.19%00.0%Unchanged
Lindbrook Capital, LLC13,926$272.0K0.04%+89+0.6%Added
Cresset Asset Management, LLC13,899$272.0K0.00%+721+5.5%Added
Boston Private Wealth LLC13,448$263.0K0.00%+2,841+26.8%Added
Vise Technologies, Inc.13,396$262.0K0.10%+13,396New
Checchi Capital Advisers, LLC13,192$258.0K0.03%+207+1.6%Added
Gitterman Wealth Management, LLC13,086$256.0K0.21%+325+2.5%Added
Syquant Capital SAS12,728$251.0K0.13%+12,728New
First National Bank of Hutchinson12,777$250.0K0.15%+12,777New
GWM Advisors LLC12,736$249.0K0.00%00.0%Unchanged
Pinnacle Associates Ltd12,641$247.0K0.00%00.0%Unchanged
IFP Advisors, Inc14,259$242.0K0.00%+9,627+207.8%Added
Stephens Inc12,336$241.0K0.00%00.0%Unchanged
Claraphi Advisory Network, LLC12,300$240.0K0.07%00.0%Unchanged
Pictet & Cie (Europe) SA12,053$238.0K0.01%+12,053New
Cedar Brook Financial Partners, LLC12,078$236.0K0.06%−6,107−33.6%Reduced
First Republic Investment Management, Inc.11,979$234.0K0.00%−38,557−76.3%Reduced
Glenmede Trust Co NA11,997$234.0K0.00%−847−6.6%Reduced
M&T Bank Corp11,676$228.0K0.00%+30.0%Added
Cullen/Frost Bankers, Inc.11,638$227.0K0.00%+500+4.5%Added
TownSquare Capital, LLC11,483$224.0K0.01%−172−1.5%Reduced
Dorsey & Whitney Trust CO LLC11,475$224.0K0.02%+11,475New
Curated Wealth Partners LLC12,494$223.0K0.08%00.0%Unchanged
Balentine LLC11,397$223.0K0.01%+11,397New
Sabadell Asset Management, S.A S.G.I.I.C11,925$221.7K0.04%−121,801−91.1%Reduced
Burns Matteson Capital Management, LLC11,124$217.4K0.15%+11,124New
Cozad Asset Management Inc10,990$215.0K0.03%00.0%Unchanged
Shilanski & Associates, Inc.10,978$215.0K0.09%+10,978New
Commerce Bank10,929$214.0K0.00%00.0%Unchanged
Beacon Pointe Advisors, LLC10,958$214.0K0.00%+10,958New
Select Asset Management & Trust10,750$210.0K0.18%+10,750New
Capital Fund Management S.A.10,403$203.3K0.01%+10,403New
American Portfolios Advisors10,176$198.8K0.01%−1,508−12.9%Reduced
We Are One Seven, LLC10,150$198.0K0.02%−2,801−21.6%Reduced
Change Path, LLC10,084$197.0K0.01%+10,084New
Diligent Investors, LLC10,000$195.0K0.06%00.0%Unchanged
Verus Capital Partners, LLC10,150$188.0K0.03%+10,150New
JFS Wealth Advisors, LLC8,976$175.0K0.02%−1,960−17.9%Reduced
Assetmark, Inc8,689$170.0K0.00%+350+4.2%Added
Rockefeller Capital Management L.P.8,495$165.0K0.00%−135,831−94.1%Reduced
TD Ameritrade Investment Management, LLC8,128$159.0K0.00%−7,388−47.6%Reduced
Cutler Group LP6,900$134.0K0.01%+2,800+68.3%Added
Proequities, Inc.6,580$129.0K0.01%+6,425+4,145.2%Added
HHM Wealth Advisors, LLC6,500$127.0K0.03%00.0%Unchanged
TD Private Client Wealth LLC6,450$126.0K0.01%+146+2.3%Added