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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; 767 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.

Q2 2022 vs. Q1 2022

How the institutions holding UBS Group AG changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of UBS: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders3785371−2
Shares1.36B6.94M1.29B−60.7M (−4.5%)
Value$26.6B$135.8M$20.9B−$5.60B (−21.1%)

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held UBS Group AG at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to UBS in Q2 2022
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd514,463$8.35M0.06%
Abeille Asset Management SA439,737$7.08M0.25%
AlphaCrest Capital Management LLC397,371$6.45M0.31%
Ontario Teachers Pension Plan Board243,134$3.92M0.05%
Twin Tree Management, LP233,097$3.78M0.07%
Schonfeld Strategic Advisors LLC231,023$3.72M0.04%
Eisler Capital (UK) Ltd.179,764$2.77M0.29%
Baader Bank INC162,330$2.62M0.26%
United Services Automobile Association158,595$2.56M0.07%
PEAK6 Investments LLC98,529$2.00M0.05%
Duality Advisers, LP100,303$1.63M0.16%
Horizon Investments, LLC90,653$1.47M0.05%
British Columbia Investment Management Corp89,932$1.45M0.01%
Alaethes Wealth LLC76,662$1.24M0.92%
Trexquant Investment LP73,622$1.19M0.05%
Advisors Asset Management, Inc.59,493$965.0K0.02%
Eqis Capital Management, Inc.52,049$844.2K0.09%
PDT Partners, LLC48,361$784.0K0.07%
BTC Capital Management, Inc.40,839$659.0K0.08%
Virtu Financial LLC37,898$615.0K0.05%
Cookson Peirce & Co Inc31,295$508.0K0.03%
Bayesian Capital Management, LP25,800$418.0K0.08%
Mount Yale Investment Advisors, LLC19,098$310.0K0.04%
OPSEU Pension Plan Trust Fund16,546$264.0K0.07%
Cerity Partners LLC14,788$240.0K0.00%
Synovus Financial Corp13,408$219.0K0.00%
Quantbot Technologies LP12,814$207.0K0.02%
Pinnacle Wealth Planning Services, Inc.12,094$196.0K0.04%
Verition Fund Management LLC11,787$191.0K0.00%
Ieq Capital, LLC11,286$183.0K0.01%
Deuterium Capital Management, LLC11,156$172.0K0.66%
Ascent Group, LLC10,417$169.0K0.02%
Ronald Blue Trust, Inc.8,514$167.0K0.00%
Aquatic Capital Management LLC6,800$110.0K0.04%
State of Wyoming2,478$40.0K0.02%
Vigilant Capital Management, LLC1,115$18.0K0.00%
BOK Financial Private Wealth, Inc.904$15.0K0.00%
Hexagon Capital Partners LLC839$14.0K0.00%
Ancora Advisors, LLC683$11.0K0.00%
Sargent Bickham Lagudis LLC645$10.0K0.00%
Prestige Wealth Management Group LLC500$8.00K0.00%
Bell Investment Advisors, Inc390$6.00K0.00%
Schubert & Co261$4.00K0.00%
Venture Visionary Partners LLC245$3.97K0.00%
Fairfield, Bush & Co.50$1.00K0.00%
Plante Moran Financial Advisors, LLC87$1.00K0.00%
Tfo-TDC, LLC55$1.00K0.00%
Financial Synergies Wealth Advisors, Inc.46$7470.00%

Sold out (50)

Institutions that held UBS Group AG at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of UBS in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Acadian Asset Management LLC9,564,467$188.6M
Dimensional Fund Advisors LP4,348,771$85.0M
Marshall Wace, LLP3,340,397$65.8M
State of Wisconsin Investment Board1,425,377$28.1M
Algebris (UK) Ltd599,712$11.8M
Susquehanna International Group Ltd.502,490$9.91M
Simplex Trading, LLC371,095$7.25M
Mirabella Financial Services LLP255,289$4.99M
Capital International Sarl243,290$4.78M
Power Corp of Canada129,800$2.55M
Capital International Inc99,651$1.96M
Capital International Ltd86,168$1.69M
CSS LLC85,156$1.66M
Toroso Investments, LLC81,191$1.59M
U S Global Investors Inc73,000$1.43M
Sciencast Management LP68,468$1.27M
Group One Trading, L.P.62,821$1.23M
Fosun International Ltd67,985$1.13M
Blueshift Asset Management, LLC24,895$486.0K
Sawtooth Solutions, LLC23,809$465.0K
Wolverine Trading, LLC22,769$443.0K
Gamco Investors, Inc. Et Al20,000$391.0K
Aaron Wealth Advisors5,803$297.0K
MQS Management LLC14,141$276.0K
Cedar Brook Financial Partners, LLC12,078$236.0K
First Republic Investment Management, Inc.11,979$234.0K
Dorsey & Whitney Trust CO LLC11,475$224.0K
Curated Wealth Partners LLC12,494$223.0K
Burns Matteson Capital Management, LLC11,124$217.4K
Beacon Pointe Advisors, LLC10,958$214.0K
Capital Fund Management S.A.10,403$203.3K
We Are One Seven, LLC10,150$198.0K
Change Path, LLC10,084$197.0K
Verus Capital Partners, LLC10,150$188.0K
SG3 Management, LLC5,000$98.0K
Focused Wealth Management, Inc4,400$86.0K
Altshuler Shaham Ltd3,895$76.0K
Koshinski Asset Management, Inc.2,775$54.2K
Blume Capital Management, Inc.2,400$47.0K
Commons Capital, LLC1,170$23.0K
Fortitude Advisory Group L.L.C.1,048$20.0K
Advanced Research Investment Solutions, LLC705$14.0K
TCWP LLC690$13.0K
Brewin Dolphin Wealth Management Ltd534$10.0K
Optimum Investment Advisors358$7.00K
CoreFirst Bank & Trust310$6.00K
Geneos Wealth Management Inc.282$5.00K
Rockbridge Investment Management, LCC103$2.03K
Ellevest, Inc.103$2.00K
Centerpoint Advisors, LLC18$0

Not filed for Q2 2022 yet (5)

Institutions that held UBS Group AG at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UBS in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC5,161,025$100.8M
Teachers Retirement System of the State of Kentucky1,186,620$23.2M
Virginia Retirement Systems Et Al593,996$11.7M
Dixon Hughes Goodman Wealth Advisors LLC231$5.00K
Lenox Wealth Advisors, LLC62$1.00K