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, Q2 2022
Institutional positions in UBS Group AG as of Jun 30, 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
- 371
- −2 vs. Q1 2022
- Shares held
- 1.29B
- −60.7M (−4.5%) vs. Q1 2022
- Total value
- $20.9B
- −$5.60B (−21.1%) vs. Q1 2022
- New holders
- 48
- 120 more added
- Sold out
- 50
- 146 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 153,036,667 | $2.47B | 1.71% | +7,791,825+5.4% | Added |
| Norges Bank | 148,954,832 | $2.40B | 0.62% | −7,656,186−4.9% | Reduced |
| Massachusetts Financial Services Co | 136,816,881 | $2.22B | 0.77% | −6,716,573−4.7% | Reduced |
| UBS Group AG | 113,697,113 | $1.84B | 0.95% | −4,117,609−3.5% | Reduced |
| Vanguard Group Inc | 109,632,679 | $1.78B | 0.05% | +141,281+0.1% | Added |
| Credit Suisse AG | 103,951,677 | $1.69B | 1.77% | −6,471,346−5.9% | Reduced |
| Wellington Management Group LLP | 52,696,753 | $847.1M | 0.17% | −5,621,375−9.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,550,996 | $684.0M | 4.00% | +2,019,155+5.0% | Added |
| Pictet Asset Management SA | 28,221,450 | $453.7M | 0.63% | +688,301+2.5% | Added |
| Goldman Sachs Group Inc | 27,402,693 | $444.5M | 0.13% | −282,420−1.0% | Reduced |
| Vontobel Holding Ltd. | 24,407,460 | $400.7M | 4.33% | −2,297,753−8.6% | Reduced |
| FMR LLC | 23,329,912 | $378.0M | 0.04% | +1,127,816+5.1% | Added |
| Allianz Asset Management GmbH | 20,872,246 | $335.5M | 0.34% | +929,684+4.7% | Added |
| Deutsche Bank AG | 19,598,682 | $317.9M | 0.18% | +17,999+0.1% | Added |
| JPMorgan Chase & Co | 18,433,936 | $299.0M | 0.04% | −1,415,168−7.1% | Reduced |
| Amundi | 16,342,219 | $249.2M | 0.20% | −5,055,248−23.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,513,740 | $201.2M | 0.37% | +2,697,709+27.5% | Added |
| Russell Investments Group, Ltd. | 11,197,480 | $180.0M | 0.37% | +652,843+6.2% | Added |
| AXA S.A. | 10,553,784 | $171.2M | 0.63% | −975,554−8.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,286,036 | $166.0M | 0.13% | +869,126+9.2% | Added |
| Bank of America Corp | 9,303,626 | $150.9M | 0.02% | −2,554,378−21.5% | Reduced |
| Morgan Stanley | 8,779,935 | $142.4M | 0.02% | +5,474,758+165.6% | Added |
| Royal Bank of Canada | 8,576,530 | $139.1M | 0.04% | −428,334−4.8% | Reduced |
| DekaBank Deutsche Girozentrale | 8,360,613 | $133.6M | 0.39% | −341,139−3.9% | Reduced |
| Bank of New York Mellon Corp | 7,124,731 | $115.6M | 0.03% | +190,784+2.8% | Added |
| Banque Cantonale Vaudoise | 7,137,710 | $114.7M | 5.94% | +504,903+7.6% | Added |
| FIL Ltd | 6,977,104 | $112.5M | 0.13% | −249,395−3.5% | Reduced |
| Ameriprise Financial Inc | 5,929,287 | $97.7M | 0.03% | −1,508,416−20.3% | Reduced |
| Invesco Ltd. | 5,843,150 | $94.8M | 0.03% | −183,211−3.0% | Reduced |
| Korea Investment CORP | 5,614,132 | $90.3M | 0.28% | +326,634+6.2% | Added |
| Canada Pension Plan Investment Board | 5,400,333 | $86.8M | 0.14% | +2,050,380+61.2% | Added |
| Aviva PLC | 5,149,744 | $83.0M | 0.44% | +926,708+21.9% | Added |
| Pzena Investment Management LLC | 5,088,031 | $82.5M | 0.37% | −1,474,186−22.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,975,657 | $80.0M | 0.43% | +3,346,105+205.3% | Added |
| M&G Investment Management Ltd | 4,627,865 | $72.7M | 0.53% | −563,350−10.9% | Reduced |
| Royal London Asset Management Ltd | 4,355,104 | $70.6M | 0.33% | +2,827,392+185.1% | Added |
| Thornburg Investment Management Inc | 4,276,934 | $68.9M | 1.06% | −3,794,800−47.0% | Reduced |
| Neuberger Berman Group LLC | 4,230,827 | $68.1M | 0.07% | +166,152+4.1% | Added |
| ARGA Investment Management, LP | 3,964,367 | $63.9M | 3.52% | −4,516,858−53.3% | Reduced |
| Mackenzie Financial Corp | 3,448,177 | $55.9M | 0.09% | +7,795+0.2% | Added |
| Capital International Investors | 3,377,536 | $54.5M | 0.01% | −6,003,709−64.0% | Reduced |
| Natixis Advisors, L.P. | 3,226,315 | $52.3M | 0.23% | +240,716+8.1% | Added |
| Compagnie Lombard Odier SCmA | 3,218,650 | $51.7M | 1.31% | −203,955−6.0% | Reduced |
| Great West Life Assurance Co | 3,027,758 | $48.7M | 0.13% | −45,576−1.5% | Reduced |
| BlackRock Inc. | 2,630,031 | $42.7M | 0.00% | +164,875+6.7% | Added |
| Bank of Montreal | 2,279,874 | $39.0M | 0.03% | −66,506−2.8% | Reduced |
| Exane Asset Management | 2,339,802 | $37.8M | 25.21% | −1,002,935−30.0% | Reduced |
| Todd Asset Management LLC | 2,293,251 | $37.2M | 0.96% | +7,804+0.3% | Added |
| Janus Henderson Group PLC | 2,290,318 | $36.8M | 0.03% | −102,420−4.3% | Reduced |
| Zurich Insurance Group Ltd | 2,180,742 | $35.2M | 0.52% | +646,974+42.2% | Added |
| Northern Trust Corp | 2,082,913 | $33.8M | 0.01% | +35,333+1.7% | Added |
| Citigroup Inc | 2,090,924 | $33.6M | 0.05% | −970,962−31.7% | Reduced |
| Banque Pictet & Cie SA | 2,043,878 | $32.9M | 0.33% | +168,089+9.0% | Added |
| Brandes Investment Partners, LP | 2,001,178 | $32.5M | 0.79% | −86,174−4.1% | Reduced |
| Captrust Financial Advisors | 1,920,083 | $31.1M | 0.20% | +185,016+10.7% | Added |
| Public Sector Pension Investment Board | 1,749,097 | $28.1M | 0.25% | +4,657+0.3% | Added |
| Border to Coast Pensions Partnership Ltd | 1,726,998 | $27.8M | 0.86% | +194,108+12.7% | Added |
| Two Sigma Advisers, LP | 1,646,085 | $26.7M | 0.08% | +356,620+27.7% | Added |
| State of Tennessee, Treasury Department | 1,632,529 | $26.2M | 0.12% | −105,946−6.1% | Reduced |
| Clark Capital Management Group, Inc. | 1,544,640 | $25.1M | 0.33% | +72,675+4.9% | Added |
| Jupiter Asset Management Ltd | 1,489,438 | $23.9M | 0.34% | −408,469−21.5% | Reduced |
| Raymond James & Associates | 1,438,680 | $23.3M | 0.02% | −42,474−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,441,552 | $23.2M | 0.02% | −106,736−6.9% | Reduced |
| Envestnet Asset Management Inc | 1,402,720 | $22.8M | 0.01% | −20,327−1.4% | Reduced |
| USS Investment Management Ltd | 1,404,903 | $22.7M | 0.24% | −603,209−30.0% | Reduced |
| Wells Fargo & Company | 1,330,286 | $21.6M | 0.01% | −1,044,815−44.0% | Reduced |
| Franklin Resources Inc | 1,275,987 | $20.6M | 0.01% | −627,097−33.0% | Reduced |
| Balyasny Asset Management LLC | 1,145,084 | $18.6M | 0.08% | +1,047,324+1,071.3% | Added |
| Tocqueville Asset Management L.P. | 1,126,340 | $18.3M | 0.33% | −60,503−5.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,103,135 | $17.7M | 0.43% | +21,264+2.0% | Added |
| Jane Street Group, LLC | 1,027,101 | $16.6M | 0.03% | +99,386+10.7% | Added |
| Artemis Investment Management LLP | 988,665 | $15.9M | 0.16% | −224,493−18.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 956,326 | $15.4M | 0.04% | +17,416+1.9% | Added |
| HSBC Holdings PLC | 881,039 | $14.2M | 0.02% | +66,603+8.2% | Added |
| TD Asset Management Inc | 840,315 | $13.5M | 0.02% | −20,133−2.3% | Reduced |
| National Bank of Canada | 825,400 | $13.2M | 0.07% | +2,584+0.3% | Added |
| Black Diamond Capital Management, L.L.C. | 812,089 | $13.2M | 7.14% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 808,971 | $13.1M | 0.01% | −1,129,419−58.3% | Reduced |
| Polar Capital Holdings Plc | 737,849 | $11.9M | 0.09% | −42,730−5.5% | Reduced |
| Pictet North America Advisors SA | 729,955 | $11.7M | 1.55% | +84,419+13.1% | Added |
| Janney Capital Management LLC | 716,448 | $11.6M | 0.93% | −3140.0% | Reduced |
| Capital Group Private Client Services, Inc. | 703,432 | $11.3M | 0.15% | −1,033,411−59.5% | Reduced |
| Credit Agricole S A | 661,616 | $10.7M | 0.43% | −1,083,106−62.1% | Reduced |
| Eaton Vance Management | 652,979 | $10.6M | 0.01% | −67,803−9.4% | Reduced |
| CIBC World Markets Inc. | 649,984 | $10.5M | 0.04% | +208,153+47.1% | Added |
| Calamos Advisors LLC | 610,504 | $9.90M | 0.04% | −482,928−44.2% | Reduced |
| LGT Group Foundation | 610,424 | $9.84M | 0.30% | +31,542+5.4% | Added |
| Qube Research & Technologies Ltd | 514,463 | $8.35M | 0.06% | +514,463 | New |
| Voya Investment Management LLC | 514,786 | $8.28M | 0.02% | +13,158+2.6% | Added |
| Henry James International Management, Inc. | 466,574 | $7.57M | 3.79% | +106,696+29.6% | Added |
| Westpac Banking Corp | 467,998 | $7.20M | 0.09% | −7,033−1.5% | Reduced |
| Abeille Asset Management SA | 439,737 | $7.08M | 0.25% | +439,737 | New |
| Renaissance Group LLC | 433,444 | $7.03M | 0.36% | −14,109−3.2% | Reduced |
| American Century Companies Inc | 412,047 | $6.68M | 0.01% | +65,789+19.0% | Added |
| AlphaCrest Capital Management LLC | 397,371 | $6.45M | 0.31% | +397,371 | New |
| Channing Global Advisors, LLC | 372,388 | $5.99M | 6.44% | +137,725+58.7% | Added |
| First Trust Advisors LP | 352,531 | $5.68M | 0.01% | +34,859+11.0% | Added |
| Contravisory Investment Management, Inc. | 337,500 | $5.47M | 1.78% | +8,087+2.5% | Added |
| Value Partners Investments Inc. | 327,376 | $5.31M | 0.49% | −341−0.1% | Reduced |
| SEI Investments Co | 294,414 | $4.79M | 0.01% | +923+0.3% | Added |