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 |
|---|---|---|---|---|---|
| Hudock, Inc. | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 813,708 | $0 | 0.00% | +26,684+3.4% | Added |
| O'Dell Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 46 | $747 | 0.00% | +46 | New |
| Meeder Asset Management Inc | 82 | $1.00K | 0.00% | −1,144−93.3% | Reduced |
| Fairfield, Bush & Co. | 50 | $1.00K | 0.00% | +50 | New |
| Plante Moran Financial Advisors, LLC | 87 | $1.00K | 0.00% | +87 | New |
| Tfo-TDC, LLC | 55 | $1.00K | 0.00% | +55 | New |
| Financial Management Professionals, Inc. | 144 | $2.00K | 0.00% | −683−82.6% | Reduced |
| Antonetti Capital Management LLC | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 119 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 112 | $2.00K | 0.00% | +70+166.7% | Added |
| Glen Eagle Advisors, LLC | 179 | $2.90K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 212 | $3.00K | 0.00% | −7,916−97.4% | Reduced |
| FourThought Financial, LLC | 176 | $3.00K | 0.00% | −310−63.8% | Reduced |
| Copeland Capital Management, LLC | 214 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 161 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 167 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 245 | $3.97K | 0.00% | +245 | New |
| Assetmark, Inc | 270 | $4.00K | 0.00% | −8,419−96.9% | Reduced |
| Schubert & Co | 261 | $4.00K | 0.00% | +261 | New |
| Lazard Asset Management LLC | 337 | $5.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 326 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 289 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 331 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 353 | $5.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 390 | $6.00K | 0.00% | +390 | New |
| MUFG Americas Holdings Corp | 449 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 451 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 456 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 434 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 496 | $8.00K | 0.00% | −178−26.4% | Reduced |
| HM Payson & Co | 505 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 500 | $8.00K | 0.00% | +500 | New |
| Federation des caisses Desjardins du Quebec | 505 | $8.19K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 645 | $10.0K | 0.00% | +645 | New |
| Howe & Rusling Inc | 700 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 644 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 683 | $11.0K | 0.00% | +683 | New |
| Massmutual Trust Co FSB | 833 | $14.0K | 0.00% | −137−14.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 841 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 839 | $14.0K | 0.00% | +839 | New |
| Farmers & Merchants Investments Inc | 931 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 909 | $15.0K | 0.00% | +231+34.1% | Added |
| BOK Financial Private Wealth, Inc. | 904 | $15.0K | 0.00% | +904 | New |
| West Bancorporation Inc | 1,000 | $16.0K | 0.01% | −456−31.3% | Reduced |
| Community Bank, N.A. | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,068 | $17.0K | 0.00% | −760−41.6% | Reduced |
| Allworth Financial LP | 1,051 | $17.0K | 0.00% | +641+156.3% | Added |
| Vigilant Capital Management, LLC | 1,115 | $18.0K | 0.00% | +1,115 | New |
| Benjamin F. Edwards & Company, Inc. | 1,283 | $21.0K | 0.00% | +1,033+413.2% | Added |
| Zions Bancorporation, N.A. | 1,335 | $22.0K | 0.00% | +42+3.2% | Added |
| Fieldpoint Private Securities, LLC | 1,431 | $23.0K | 0.01% | −4,731−76.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,491 | $24.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,629 | $26.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,736 | $28.0K | 0.00% | −1,700−49.5% | Reduced |
| Jones Financial Companies LLLP | 1,747 | $28.0K | 0.00% | −652−27.2% | Reduced |
| TD Waterhouse Canada Inc. | 1,675 | $28.8K | 0.00% | −688−29.1% | Reduced |
| Prospera Financial Services Inc | 1,756 | $29.0K | 0.00% | −1,544−46.8% | Reduced |
| Accel Wealth Management | 2,068 | $32.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,054 | $33.0K | 0.01% | −362−15.0% | Reduced |
| Rosenberg Matthew Hamilton | 2,065 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,075 | $34.0K | 0.00% | −580−21.8% | Reduced |
| Umb Bank N A | 2,471 | $40.0K | 0.00% | −1,492−37.6% | Reduced |
| State of Wyoming | 2,478 | $40.0K | 0.02% | +2,478 | New |
| CKW Financial Group | 2,700 | $44.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 3,139 | $50.0K | 0.01% | −3,761−54.5% | Reduced |
| Brown Brothers Harriman & Co | 3,138 | $51.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,221 | $52.0K | 0.01% | +21+0.7% | Added |
| Huntington National Bank | 3,417 | $55.0K | 0.00% | −506−12.9% | Reduced |
| BNP Paribas Arbitrage, SA | 3,426 | $55.6K | 0.00% | −2,005−36.9% | Reduced |
| Financial Perspectives, Inc | 4,094 | $66.4K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 4,744 | $77.0K | 0.00% | +276+6.2% | Added |
| EverSource Wealth Advisors, LLC | 5,697 | $93.0K | 0.02% | +4,829+556.3% | Added |
| Rockefeller Capital Management L.P. | 6,291 | $101.0K | 0.00% | −2,204−25.9% | Reduced |
| Proequities, Inc. | 6,439 | $104.0K | 0.01% | −141−2.1% | Reduced |
| HHM Wealth Advisors, LLC | 6,500 | $105.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,522 | $105.8K | 0.01% | +72+1.1% | Added |
| Aquatic Capital Management LLC | 6,800 | $110.0K | 0.04% | +6,800 | New |
| American Portfolios Advisors | 7,447 | $120.8K | 0.00% | −2,729−26.8% | Reduced |
| Tower Research Capital LLC (TRC) | 8,275 | $134.0K | 0.00% | −19,277−70.0% | Reduced |
| JFS Wealth Advisors, LLC | 8,263 | $134.0K | 0.01% | −713−7.9% | Reduced |
| Selective Wealth Management, Inc. | 8,528 | $138.0K | 0.05% | +3,407+66.5% | Added |
| Lindbrook Capital, LLC | 8,887 | $144.0K | 0.02% | −5,039−36.2% | Reduced |
| IFP Advisors, Inc | 9,121 | $159.0K | 0.01% | −5,138−36.0% | Reduced |
| Diligent Investors, LLC | 10,000 | $162.0K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,514 | $167.0K | 0.00% | +8,514 | New |
| Susquehanna International Securities, Ltd. | 10,366 | $168.0K | 0.12% | −1,000,000−99.0% | Reduced |
| Syquant Capital SAS | 10,497 | $169.0K | 0.19% | −2,231−17.5% | Reduced |
| Ascent Group, LLC | 10,417 | $169.0K | 0.02% | +10,417 | New |
| Cullen/Frost Bankers, Inc. | 10,456 | $170.0K | 0.00% | −1,182−10.2% | Reduced |
| Stephens Inc | 10,603 | $172.0K | 0.00% | −1,733−14.0% | Reduced |
| Deuterium Capital Management, LLC | 11,156 | $172.0K | 0.66% | +11,156 | New |
| Select Asset Management & Trust | 10,750 | $174.0K | 0.19% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 11,114 | $180.0K | 0.01% | −369−3.2% | Reduced |
| Commerce Bank | 11,194 | $181.0K | 0.00% | +265+2.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,925 | $181.9K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,286 | $183.0K | 0.01% | +11,286 | New |