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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 11,391 | $185.0K | 0.01% | −3,121−21.5% | Reduced |
| Shilanski & Associates, Inc. | 11,544 | $187.0K | 0.09% | +566+5.2% | Added |
| Verition Fund Management LLC | 11,787 | $191.0K | 0.00% | +11,787 | New |
| Pictet & Cie (Europe) SA | 11,985 | $193.0K | 0.01% | −68−0.6% | Reduced |
| Gitterman Wealth Management, LLC | 12,132 | $195.0K | 0.18% | −954−7.3% | Reduced |
| GWM Advisors LLC | 12,084 | $196.0K | 0.00% | −652−5.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,094 | $196.0K | 0.04% | +12,094 | New |
| Claraphi Advisory Network, LLC | 12,300 | $200.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 12,641 | $205.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 12,814 | $207.0K | 0.02% | +12,814 | New |
| First National Bank of Hutchinson | 12,821 | $208.0K | 0.15% | +44+0.3% | Added |
| Balentine LLC | 13,074 | $212.0K | 0.01% | +1,677+14.7% | Added |
| Synovus Financial Corp | 13,408 | $219.0K | 0.00% | +13,408 | New |
| Cozad Asset Management Inc | 13,900 | $225.0K | 0.04% | +2,910+26.5% | Added |
| Boston Private Wealth LLC | 13,881 | $226.0K | 0.00% | +433+3.2% | Added |
| FDx Advisors, Inc. | 14,062 | $228.0K | 0.01% | −848−5.7% | Reduced |
| Parallel Advisors, LLC | 14,261 | $231.0K | 0.01% | −13−0.1% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $233.0K | 0.20% | 00.0% | Unchanged |
| Wrapmanager Inc | 14,412 | $234.0K | 0.07% | −151−1.0% | Reduced |
| Bokf, NA | 14,472 | $235.0K | 0.00% | −2,448−14.5% | Reduced |
| Glenmede Trust Co NA | 14,592 | $236.0K | 0.00% | +2,595+21.6% | Added |
| Cresset Asset Management, LLC | 14,641 | $238.0K | 0.00% | +742+5.3% | Added |
| Cerity Partners LLC | 14,788 | $240.0K | 0.00% | +14,788 | New |
| AE Wealth Management LLC | 15,051 | $244.0K | 0.00% | +562+3.9% | Added |
| Checchi Capital Advisers, LLC | 15,065 | $245.0K | 0.02% | +1,873+14.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,201 | $247.0K | 0.00% | −1,757−10.4% | Reduced |
| Ballentine Partners, LLC | 15,543 | $252.0K | 0.01% | −244−1.5% | Reduced |
| Prudential Financial Inc | 15,911 | $261.0K | 0.00% | −344−2.1% | Reduced |
| OPSEU Pension Plan Trust Fund | 16,546 | $264.0K | 0.07% | +16,546 | New |
| Oppenheimer & Co Inc | 16,329 | $265.0K | 0.01% | −1,866−10.3% | Reduced |
| Sage Rhino Capital LLC | 16,358 | $265.0K | 0.10% | +123+0.8% | Added |
| Clearstead Advisors, LLC | 16,916 | $274.0K | 0.02% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 16,925 | $275.0K | 0.12% | −4,969−22.7% | Reduced |
| Comerica Securities,inc. | 17,469 | $283.0K | 0.02% | −269−1.5% | Reduced |
| Clarius Group, LLC | 17,462 | $283.0K | 0.03% | +1,124+6.9% | Added |
| Sequoia Financial Advisors, LLC | 17,596 | $285.0K | 0.01% | +1,770+11.2% | Added |
| Corient Capital Partners, LLC | 17,647 | $286.0K | 0.02% | −8,682−33.0% | Reduced |
| Beach Investment Counsel Inc | 17,650 | $286.0K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 18,676 | $303.0K | 0.00% | +7,000+60.0% | Added |
| Colony Group LLC | 18,860 | $306.0K | 0.01% | −2,555−11.9% | Reduced |
| Commonwealth Equity Services, LLC | 18,889 | $306.0K | 0.00% | +4,585+32.1% | Added |
| Mount Yale Investment Advisors, LLC | 19,098 | $310.0K | 0.04% | +19,098 | New |
| Kestra Advisory Services, LLC | 19,762 | $321.0K | 0.00% | +3,259+19.7% | Added |
| American Trust Investment Advisors, LLC | 20,600 | $334.0K | 0.21% | 00.0% | Unchanged |
| Studio Investment Management LLC | 21,587 | $350.0K | 0.12% | +1,794+9.1% | Added |
| Quadrant Capital Group LLC | 21,841 | $354.0K | 0.05% | −368−1.7% | Reduced |
| Spire Wealth Management | 21,795 | $354.0K | 0.01% | +249+1.2% | Added |
| Exane Derivatives | 22,455 | $360.4K | 0.21% | −21,925−49.4% | Reduced |
| Cetera Investment Advisers | 22,426 | $364.0K | 0.01% | −1,428−6.0% | Reduced |
| Advisor Partners LLC | 22,529 | $365.0K | 0.03% | −1,093−4.6% | Reduced |
| West Family Investments, Inc. | 23,081 | $374.0K | 0.15% | −1,209−5.0% | Reduced |
| Vise Technologies, Inc. | 23,119 | $375.0K | 0.15% | +9,723+72.6% | Added |
| Gradient Investments LLC | 24,295 | $394.0K | 0.01% | −122−0.5% | Reduced |
| Financial Counselors Inc | 24,414 | $396.0K | 0.01% | −325−1.3% | Reduced |
| Fisher Asset Management, LLC | 24,907 | $404.0K | 0.00% | −293−1.2% | Reduced |
| National Asset Management, Inc. | 24,997 | $407.0K | 0.02% | −546−2.1% | Reduced |
| Baker Ellis Asset Management LLC | 25,100 | $407.0K | 0.08% | +1,600+6.8% | Added |
| Old National Bancorp | 25,694 | $417.0K | 0.01% | −144−0.6% | Reduced |
| Bayesian Capital Management, LP | 25,800 | $418.0K | 0.08% | +25,800 | New |
| Cambridge Investment Research Advisors, Inc. | 25,922 | $420.0K | 0.00% | +1,196+4.8% | Added |
| Citadel Advisors LLC | 26,300 | $427.0K | 0.00% | −415,906−94.1% | Reduced |
| Winning Points Advisors, LLC | 27,202 | $441.0K | 0.48% | 00.0% | Unchanged |
| Private Capital Group, LLC | 27,418 | $445.0K | 0.33% | +3,352+13.9% | Added |
| Guggenheim Capital LLC | 30,869 | $500.0K | 0.00% | −33,210−51.8% | Reduced |
| Cookson Peirce & Co Inc | 31,295 | $508.0K | 0.03% | +31,295 | New |
| Morningstar Investment Services LLC | 32,033 | $526.0K | 0.01% | +5,980+23.0% | Added |
| Oppenheimer Asset Management Inc. | 32,584 | $528.0K | 0.01% | −450−1.4% | Reduced |
| Lingohr & Partner Asset Management GmbH | 32,622 | $531.0K | 1.41% | 00.0% | Unchanged |
| MML Investors Services, LLC | 33,211 | $539.0K | 0.00% | −18,857−36.2% | Reduced |
| Rehmann Capital Advisory Group | 33,736 | $547.2K | 0.06% | +122+0.4% | Added |
| Altium Wealth Management LLC | 34,106 | $553.0K | 0.04% | +13,726+67.4% | Added |
| Janney Montgomery Scott LLC | 33,839 | $560.0K | 0.00% | +1,065+3.2% | Added |
| Gabelli Funds LLC | 37,000 | $600.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 36,959 | $600.0K | 0.02% | −43−0.1% | Reduced |
| Henshaw Capital LLC | 37,890 | $614.6K | 0.04% | −2,398−6.0% | Reduced |
| Virtu Financial LLC | 37,898 | $615.0K | 0.05% | +37,898 | New |
| SOL Capital Management CO | 39,580 | $642.0K | 0.13% | −4,100−9.4% | Reduced |
| Creative Planning | 39,618 | $643.0K | 0.00% | +298+0.8% | Added |
| Park Avenue Securities LLC | 39,794 | $645.0K | 0.01% | +3,667+10.2% | Added |
| BTC Capital Management, Inc. | 40,839 | $659.0K | 0.08% | +40,839 | New |
| Fifth Third Bancorp | 41,315 | $670.0K | 0.00% | −695−1.7% | Reduced |
| HighTower Advisors, LLC | 42,302 | $687.0K | 0.00% | −2,458−5.5% | Reduced |
| Truist Financial Corp | 42,456 | $688.0K | 0.00% | −17,386−29.1% | Reduced |
| Mariner, LLC | 43,115 | $699.0K | 0.00% | +1,107+2.6% | Added |
| Qtron Investments LLC | 44,309 | $712.0K | 0.16% | +8,663+24.3% | Added |
| Lake Street Advisors Group, LLC | 44,692 | $725.0K | 0.05% | −4,508−9.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 44,912 | $728.0K | 0.04% | −5,969−11.7% | Reduced |
| Signaturefd, LLC | 44,888 | $728.0K | 0.02% | +8,054+21.9% | Added |
| Ritholtz Wealth Management | 44,981 | $730.0K | 0.05% | +27,542+157.9% | Added |
| Investors Research Corp | 47,259 | $767.0K | 0.23% | 00.0% | Unchanged |
| PDT Partners, LLC | 48,361 | $784.0K | 0.07% | +48,361 | New |
| Private Advisor Group, LLC | 49,389 | $800.0K | 0.01% | −14,114−22.2% | Reduced |
| Greenleaf Trust | 49,562 | $804.0K | 0.01% | −181−0.4% | Reduced |
| Atlas Capital Advisors LLC | 50,583 | $820.5K | 0.14% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 52,049 | $844.2K | 0.09% | +52,049 | New |
| Mitchell & Pahl Private Wealth, LLC | 52,565 | $853.0K | 0.59% | +968+1.9% | Added |
| Veriti Management LLC | 53,055 | $861.0K | 0.12% | +2,213+4.4% | Added |
| Forum Financial Management, LP | 53,533 | $868.0K | 0.04% | +10.0% | Added |
| Yousif Capital Management, LLC | 54,181 | $879.0K | 0.01% | −395−0.7% | Reduced |
| First Hawaiian Bank | 54,217 | $879.0K | 0.03% | −80.0% | Reduced |