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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 59,495 | $965.0K | 0.00% | −1,028−1.7% | Reduced |
| Advisors Asset Management, Inc. | 59,493 | $965.0K | 0.02% | +59,493 | New |
| swisspartners Ltd. | 60,528 | $1.01M | 0.96% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 62,482 | $1.01M | 0.11% | −1,394−2.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 63,792 | $1.03M | 0.07% | −34,444−35.1% | Reduced |
| Cigna Investments Inc | 66,416 | $1.07M | 0.21% | +2,141+3.3% | Added |
| Liberty One Investment Management, LLC | 70,019 | $1.07M | 0.18% | +10,403+17.5% | Added |
| Schechter Investment Advisors, LLC | 66,396 | $1.08M | 0.11% | −3,503−5.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 69,509 | $1.13M | 0.12% | +17,000+32.4% | Added |
| Pathstone Family Office, LLC | 70,075 | $1.13M | 0.02% | +3,350+5.0% | Added |
| Comerica Bank | 68,951 | $1.13M | 0.01% | −334−0.5% | Reduced |
| US Bancorp | 70,019 | $1.14M | 0.00% | +5,823+9.1% | Added |
| Cullen Capital Management LLC | 71,473 | $1.16M | 0.01% | −1,420−1.9% | Reduced |
| Mitchell Capital Management Co | 73,147 | $1.19M | 0.33% | +441+0.6% | Added |
| Trexquant Investment LP | 73,622 | $1.19M | 0.05% | +73,622 | New |
| JustInvest LLC | 73,649 | $1.20M | 0.06% | +16,077+27.9% | Added |
| Alaethes Wealth LLC | 76,662 | $1.24M | 0.92% | +76,662 | New |
| Altman Advisors, Inc. | 80,411 | $1.28M | 0.73% | +6,262+8.4% | Added |
| Stifel Financial Corp | 81,216 | $1.32M | 0.00% | −68,865−45.9% | Reduced |
| GQG Partners LLC | 88,514 | $1.42M | 0.00% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 89,932 | $1.45M | 0.01% | +89,932 | New |
| Thomas White International Ltd | 90,264 | $1.46M | 0.29% | +17,932+24.8% | Added |
| Horizon Investments, LLC | 90,653 | $1.47M | 0.05% | +90,653 | New |
| KCS Wealth Advisory | 94,919 | $1.54M | 0.68% | +13,560+16.7% | Added |
| Wealth Alliance Advisory Group, LLC | 97,213 | $1.58M | 0.75% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 99,750 | $1.62M | 0.14% | −33,335−25.0% | Reduced |
| Duality Advisers, LP | 100,303 | $1.63M | 0.16% | +100,303 | New |
| 1832 Asset Management L.P. | 102,471 | $1.65M | 0.00% | −6,714−6.1% | Reduced |
| Cubist Systematic Strategies, LLC | 103,806 | $1.68M | 0.01% | +67,157+183.2% | Added |
| Marietta Investment Partners LLC | 104,466 | $1.69M | 0.51% | +866+0.8% | Added |
| LPL Financial LLC | 109,462 | $1.77M | 0.00% | +2,367+2.2% | Added |
| Hantz Financial Services, Inc. | 112,079 | $1.82M | 0.06% | +3,976+3.7% | Added |
| Arrowstreet Capital, Limited Partnership | 121,708 | $1.96M | 0.00% | −4,028,387−97.1% | Reduced |
| PEAK6 Investments LLC | 98,529 | $2.00M | 0.05% | +98,529 | New |
| Nuveen Asset Management, LLC | 127,438 | $2.07M | 0.00% | −2,079,057−94.2% | Reduced |
| Independent Advisor Alliance | 128,074 | $2.08M | 0.12% | −13,909−9.8% | Reduced |
| Banco Santander, S.A. | 136,162 | $2.10M | 0.03% | +30,572+29.0% | Added |
| Wetherby Asset Management Inc | 133,272 | $2.16M | 0.15% | +15,909+13.6% | Added |
| Assenagon Asset Management S.A. | 135,219 | $2.17M | 0.01% | −45,728−25.3% | Reduced |
| Highland Capital Management, LLC | 134,514 | $2.18M | 0.16% | 00.0% | Unchanged |
| Logan Capital Management Inc | 142,457 | $2.31M | 0.13% | +16,450+13.1% | Added |
| O'Shaughnessy Asset Management, LLC | 144,488 | $2.34M | 0.04% | +48,146+50.0% | Added |
| Metis Global Partners, LLC | 154,041 | $2.48M | 0.40% | +69,380+82.0% | Added |
| United Services Automobile Association | 158,595 | $2.56M | 0.07% | +158,595 | New |
| RBF Capital, LLC | 150,000 | $2.60M | 0.18% | 00.0% | Unchanged |
| Ossiam | 162,369 | $2.61M | 0.08% | +73,351+82.4% | Added |
| Vident Investment Advisory, LLC | 162,717 | $2.61M | 0.08% | +3,390+2.1% | Added |
| Baader Bank INC | 162,330 | $2.62M | 0.26% | +162,330 | New |
| Bridgeway Capital Management, LLC | 162,900 | $2.64M | 0.06% | −1,000−0.6% | Reduced |
| Metropolitan Life Insurance Co | 170,170 | $2.74M | 0.12% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 179,764 | $2.77M | 0.29% | +179,764 | New |
| Boston Partners | 174,341 | $2.83M | 0.00% | +13,612+8.5% | Added |
| Susquehanna International Group, LLP | 178,580 | $2.89M | 0.01% | −17,234−8.8% | Reduced |
| Brinker Capital Investments, LLC | 181,945 | $2.95M | 0.06% | +6,789+3.9% | Added |
| Geode Capital Management, LLC | 194,394 | $3.15M | 0.00% | −18,882−8.9% | Reduced |
| Ensign Peak Advisors, Inc | 194,394 | $3.28M | 0.01% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 204,847 | $3.32M | 0.97% | −26,899−11.6% | Reduced |
| Clearbridge Investments, LLC | 207,750 | $3.37M | 0.00% | −11,344−5.2% | Reduced |
| Parkwood LLC | 209,080 | $3.39M | 0.68% | +1,546+0.7% | Added |
| NatWest Group plc | 214,191 | $3.47M | 1.97% | −6,372−2.9% | Reduced |
| Scotia Capital Inc. | 223,409 | $3.62M | 0.03% | +10,769+5.1% | Added |
| Schonfeld Strategic Advisors LLC | 231,023 | $3.72M | 0.04% | +231,023 | New |
| Twin Tree Management, LP | 233,097 | $3.78M | 0.07% | +233,097 | New |
| MetLife Investment Management | 235,479 | $3.79M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 235,780 | $3.83M | 0.01% | +62,774+36.3% | Added |
| Ontario Teachers Pension Plan Board | 243,134 | $3.92M | 0.05% | +243,134 | New |
| Mercer Global Advisors Inc | 245,178 | $3.98M | 0.02% | −54,741−18.3% | Reduced |
| Achmea Investment Management B.V. | 249,077 | $4.00M | 0.13% | −614−0.2% | Reduced |
| Leuthold Group, LLC | 248,186 | $4.03M | 0.57% | −158,400−39.0% | Reduced |
| Crossmark Global Holdings, Inc. | 256,035 | $4.15M | 0.11% | −488−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 288,060 | $4.67M | 0.01% | +10,687+3.9% | Added |
| SEI Investments Co | 294,414 | $4.79M | 0.01% | +923+0.3% | Added |
| Value Partners Investments Inc. | 327,376 | $5.31M | 0.49% | −341−0.1% | Reduced |
| Contravisory Investment Management, Inc. | 337,500 | $5.47M | 1.78% | +8,087+2.5% | Added |
| First Trust Advisors LP | 352,531 | $5.68M | 0.01% | +34,859+11.0% | Added |
| Channing Global Advisors, LLC | 372,388 | $5.99M | 6.44% | +137,725+58.7% | Added |
| AlphaCrest Capital Management LLC | 397,371 | $6.45M | 0.31% | +397,371 | New |
| American Century Companies Inc | 412,047 | $6.68M | 0.01% | +65,789+19.0% | Added |
| Renaissance Group LLC | 433,444 | $7.03M | 0.36% | −14,109−3.2% | Reduced |
| Abeille Asset Management SA | 439,737 | $7.08M | 0.25% | +439,737 | New |
| Westpac Banking Corp | 467,998 | $7.20M | 0.09% | −7,033−1.5% | Reduced |
| Henry James International Management, Inc. | 466,574 | $7.57M | 3.79% | +106,696+29.6% | Added |
| Voya Investment Management LLC | 514,786 | $8.28M | 0.02% | +13,158+2.6% | Added |
| Qube Research & Technologies Ltd | 514,463 | $8.35M | 0.06% | +514,463 | New |
| LGT Group Foundation | 610,424 | $9.84M | 0.30% | +31,542+5.4% | Added |
| Calamos Advisors LLC | 610,504 | $9.90M | 0.04% | −482,928−44.2% | Reduced |
| CIBC World Markets Inc. | 649,984 | $10.5M | 0.04% | +208,153+47.1% | Added |
| Eaton Vance Management | 652,979 | $10.6M | 0.01% | −67,803−9.4% | Reduced |
| Credit Agricole S A | 661,616 | $10.7M | 0.43% | −1,083,106−62.1% | Reduced |
| Capital Group Private Client Services, Inc. | 703,432 | $11.3M | 0.15% | −1,033,411−59.5% | Reduced |
| Janney Capital Management LLC | 716,448 | $11.6M | 0.93% | −3140.0% | Reduced |
| Pictet North America Advisors SA | 729,955 | $11.7M | 1.55% | +84,419+13.1% | Added |
| Polar Capital Holdings Plc | 737,849 | $11.9M | 0.09% | −42,730−5.5% | Reduced |
| Alliancebernstein L.P. | 808,971 | $13.1M | 0.01% | −1,129,419−58.3% | Reduced |
| Black Diamond Capital Management, L.L.C. | 812,089 | $13.2M | 7.14% | 00.0% | Unchanged |
| National Bank of Canada | 825,400 | $13.2M | 0.07% | +2,584+0.3% | Added |
| TD Asset Management Inc | 840,315 | $13.5M | 0.02% | −20,133−2.3% | Reduced |
| HSBC Holdings PLC | 881,039 | $14.2M | 0.02% | +66,603+8.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 956,326 | $15.4M | 0.04% | +17,416+1.9% | Added |
| Artemis Investment Management LLP | 988,665 | $15.9M | 0.16% | −224,493−18.5% | Reduced |