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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 6,162 | $120.0K | 0.02% | +216+3.6% | Added |
| BNP Paribas Arbitrage, SA | 5,431 | $106.1K | 0.00% | +3,833+239.9% | Added |
| Selective Wealth Management, Inc. | 5,121 | $100.0K | 0.04% | +5,121 | New |
| SG3 Management, LLC | 5,000 | $98.0K | 0.03% | +5,000 | New |
| CWM, LLC | 4,468 | $87.0K | 0.00% | +2,715+154.9% | Added |
| Focused Wealth Management, Inc | 4,400 | $86.0K | 0.01% | +4,400 | New |
| Financial Perspectives, Inc | 4,094 | $80.0K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 3,923 | $77.0K | 0.00% | −26−0.7% | Reduced |
| Umb Bank N A | 3,963 | $77.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,895 | $76.0K | 0.00% | +3,895 | New |
| AdvisorNet Financial, Inc | 3,436 | $67.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,300 | $64.0K | 0.00% | +3,300 | New |
| Creative Financial Designs Inc | 3,200 | $63.0K | 0.01% | +3,200 | New |
| Brown Brothers Harriman & Co | 3,138 | $61.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,775 | $54.2K | 0.00% | −1,025−27.0% | Reduced |
| CKW Financial Group | 2,700 | $53.0K | 0.01% | +2,700 | New |
| Bessemer Group Inc | 2,655 | $52.0K | 0.00% | −1,097−29.2% | Reduced |
| Blume Capital Management, Inc. | 2,400 | $47.0K | 0.02% | −5,600−70.0% | Reduced |
| Jones Financial Companies LLLP | 2,399 | $47.0K | 0.00% | −741−23.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,416 | $47.0K | 0.01% | −11−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 2,363 | $46.6K | 0.00% | +1,264+115.0% | Added |
| Accel Wealth Management | 2,068 | $41.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,065 | $40.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,828 | $36.0K | 0.00% | +1,828 | New |
| Global Retirement Partners, LLC | 1,629 | $31.0K | 0.00% | +1,629 | New |
| Ten Capital Wealth Advisors, LLC | 1,491 | $29.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,456 | $29.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,293 | $25.0K | 0.00% | +8+0.6% | Added |
| Meeder Asset Management Inc | 1,226 | $24.0K | 0.00% | −147−10.7% | Reduced |
| Commons Capital, LLC | 1,170 | $23.0K | 0.02% | +1,170 | New |
| Fortitude Advisory Group L.L.C. | 1,048 | $20.0K | 0.01% | −30−2.8% | Reduced |
| Community Bank, N.A. | 1,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 970 | $19.0K | 0.00% | +500+106.4% | Added |
| Farmers & Merchants Investments Inc | 931 | $18.0K | 0.00% | −470−33.5% | Reduced |
| EverSource Wealth Advisors, LLC | 868 | $17.0K | 0.00% | +88+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 841 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 827 | $16.0K | 0.00% | +678+455.0% | Added |
| Advanced Research Investment Solutions, LLC | 705 | $14.0K | 0.01% | −1,112−61.2% | Reduced |
| Howe & Rusling Inc | 700 | $14.0K | 0.00% | −185−20.9% | Reduced |
| Earnest Partners LLC | 674 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 644 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 678 | $13.0K | 0.00% | +527+349.0% | Added |
| TCWP LLC | 690 | $13.0K | 0.00% | +690 | New |
| HM Payson & Co | 505 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 534 | $10.0K | 0.00% | +534 | New |
| Federation des caisses Desjardins du Quebec | 505 | $9.87K | 0.00% | −185−26.8% | Reduced |
| FourThought Financial, LLC | 486 | $9.00K | 0.00% | −101−17.2% | Reduced |
| Key Financial Inc | 456 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 451 | $9.00K | 0.00% | +145+47.4% | Added |
| MUFG Americas Holdings Corp | 449 | $9.00K | 0.00% | +212+89.5% | Added |
| Sound Income Strategies, LLC | 434 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 410 | $8.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 358 | $7.00K | 0.00% | +358 | New |
| Raffa Wealth Management, LLC | 353 | $6.90K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 331 | $6.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 310 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 289 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 337 | $6.00K | 0.00% | +337 | New |
| CIBC Private Wealth Group, LLC | 326 | $6.00K | 0.00% | +326 | New |
| Benjamin F. Edwards & Company, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 231 | $5.00K | 0.00% | +67+40.9% | Added |
| Geneos Wealth Management Inc. | 282 | $5.00K | 0.00% | +282 | New |
| Copeland Capital Management, LLC | 214 | $4.00K | 0.00% | +34+18.9% | Added |
| Glen Eagle Advisors, LLC | 179 | $3.50K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 175 | $3.00K | 0.00% | −57−24.6% | Reduced |
| Central Trust Co | 161 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 167 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 103 | $2.03K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 119 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 42 | $1.00K | 0.00% | +42 | New |
| Forsta Ap-Fonden | 787,024 | $0 | 0.00% | +80,106+11.3% | Added |
| Centerpoint Advisors, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |