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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 1,027,101 | $16.6M | 0.03% | +99,386+10.7% | Added |
| Edmond de Rothschild Holding S.A. | 1,103,135 | $17.7M | 0.43% | +21,264+2.0% | Added |
| Tocqueville Asset Management L.P. | 1,126,340 | $18.3M | 0.33% | −60,503−5.1% | Reduced |
| Balyasny Asset Management LLC | 1,145,084 | $18.6M | 0.08% | +1,047,324+1,071.3% | Added |
| Franklin Resources Inc | 1,275,987 | $20.6M | 0.01% | −627,097−33.0% | Reduced |
| Wells Fargo & Company | 1,330,286 | $21.6M | 0.01% | −1,044,815−44.0% | Reduced |
| USS Investment Management Ltd | 1,404,903 | $22.7M | 0.24% | −603,209−30.0% | Reduced |
| Envestnet Asset Management Inc | 1,402,720 | $22.8M | 0.01% | −20,327−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,441,552 | $23.2M | 0.02% | −106,736−6.9% | Reduced |
| Raymond James & Associates | 1,438,680 | $23.3M | 0.02% | −42,474−2.9% | Reduced |
| Jupiter Asset Management Ltd | 1,489,438 | $23.9M | 0.34% | −408,469−21.5% | Reduced |
| Clark Capital Management Group, Inc. | 1,544,640 | $25.1M | 0.33% | +72,675+4.9% | Added |
| State of Tennessee, Treasury Department | 1,632,529 | $26.2M | 0.12% | −105,946−6.1% | Reduced |
| Two Sigma Advisers, LP | 1,646,085 | $26.7M | 0.08% | +356,620+27.7% | Added |
| Border to Coast Pensions Partnership Ltd | 1,726,998 | $27.8M | 0.86% | +194,108+12.7% | Added |
| Public Sector Pension Investment Board | 1,749,097 | $28.1M | 0.25% | +4,657+0.3% | Added |
| Captrust Financial Advisors | 1,920,083 | $31.1M | 0.20% | +185,016+10.7% | Added |
| Brandes Investment Partners, LP | 2,001,178 | $32.5M | 0.79% | −86,174−4.1% | Reduced |
| Banque Pictet & Cie SA | 2,043,878 | $32.9M | 0.33% | +168,089+9.0% | Added |
| Citigroup Inc | 2,090,924 | $33.6M | 0.05% | −970,962−31.7% | Reduced |
| Northern Trust Corp | 2,082,913 | $33.8M | 0.01% | +35,333+1.7% | Added |
| Zurich Insurance Group Ltd | 2,180,742 | $35.2M | 0.52% | +646,974+42.2% | Added |
| Janus Henderson Group PLC | 2,290,318 | $36.8M | 0.03% | −102,420−4.3% | Reduced |
| Todd Asset Management LLC | 2,293,251 | $37.2M | 0.96% | +7,804+0.3% | Added |
| Exane Asset Management | 2,339,802 | $37.8M | 25.21% | −1,002,935−30.0% | Reduced |
| Bank of Montreal | 2,279,874 | $39.0M | 0.03% | −66,506−2.8% | Reduced |
| BlackRock Inc. | 2,630,031 | $42.7M | 0.00% | +164,875+6.7% | Added |
| Great West Life Assurance Co | 3,027,758 | $48.7M | 0.13% | −45,576−1.5% | Reduced |
| Compagnie Lombard Odier SCmA | 3,218,650 | $51.7M | 1.31% | −203,955−6.0% | Reduced |
| Natixis Advisors, L.P. | 3,226,315 | $52.3M | 0.23% | +240,716+8.1% | Added |
| Capital International Investors | 3,377,536 | $54.5M | 0.01% | −6,003,709−64.0% | Reduced |
| Mackenzie Financial Corp | 3,448,177 | $55.9M | 0.09% | +7,795+0.2% | Added |
| ARGA Investment Management, LP | 3,964,367 | $63.9M | 3.52% | −4,516,858−53.3% | Reduced |
| Neuberger Berman Group LLC | 4,230,827 | $68.1M | 0.07% | +166,152+4.1% | Added |
| Thornburg Investment Management Inc | 4,276,934 | $68.9M | 1.06% | −3,794,800−47.0% | Reduced |
| Royal London Asset Management Ltd | 4,355,104 | $70.6M | 0.33% | +2,827,392+185.1% | Added |
| M&G Investment Management Ltd | 4,627,865 | $72.7M | 0.53% | −563,350−10.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,975,657 | $80.0M | 0.43% | +3,346,105+205.3% | Added |
| Pzena Investment Management LLC | 5,088,031 | $82.5M | 0.37% | −1,474,186−22.5% | Reduced |
| Aviva PLC | 5,149,744 | $83.0M | 0.44% | +926,708+21.9% | Added |
| Canada Pension Plan Investment Board | 5,400,333 | $86.8M | 0.14% | +2,050,380+61.2% | Added |
| Korea Investment CORP | 5,614,132 | $90.3M | 0.28% | +326,634+6.2% | Added |
| Invesco Ltd. | 5,843,150 | $94.8M | 0.03% | −183,211−3.0% | Reduced |
| Ameriprise Financial Inc | 5,929,287 | $97.7M | 0.03% | −1,508,416−20.3% | Reduced |
| FIL Ltd | 6,977,104 | $112.5M | 0.13% | −249,395−3.5% | Reduced |
| Banque Cantonale Vaudoise | 7,137,710 | $114.7M | 5.94% | +504,903+7.6% | Added |
| Bank of New York Mellon Corp | 7,124,731 | $115.6M | 0.03% | +190,784+2.8% | Added |
| DekaBank Deutsche Girozentrale | 8,360,613 | $133.6M | 0.39% | −341,139−3.9% | Reduced |
| Royal Bank of Canada | 8,576,530 | $139.1M | 0.04% | −428,334−4.8% | Reduced |
| Morgan Stanley | 8,779,935 | $142.4M | 0.02% | +5,474,758+165.6% | Added |
| Bank of America Corp | 9,303,626 | $150.9M | 0.02% | −2,554,378−21.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,286,036 | $166.0M | 0.13% | +869,126+9.2% | Added |
| AXA S.A. | 10,553,784 | $171.2M | 0.63% | −975,554−8.5% | Reduced |
| Russell Investments Group, Ltd. | 11,197,480 | $180.0M | 0.37% | +652,843+6.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,513,740 | $201.2M | 0.37% | +2,697,709+27.5% | Added |
| Amundi | 16,342,219 | $249.2M | 0.20% | −5,055,248−23.6% | Reduced |
| JPMorgan Chase & Co | 18,433,936 | $299.0M | 0.04% | −1,415,168−7.1% | Reduced |
| Deutsche Bank AG | 19,598,682 | $317.9M | 0.18% | +17,999+0.1% | Added |
| Allianz Asset Management GmbH | 20,872,246 | $335.5M | 0.34% | +929,684+4.7% | Added |
| FMR LLC | 23,329,912 | $378.0M | 0.04% | +1,127,816+5.1% | Added |
| Vontobel Holding Ltd. | 24,407,460 | $400.7M | 4.33% | −2,297,753−8.6% | Reduced |
| Goldman Sachs Group Inc | 27,402,693 | $444.5M | 0.13% | −282,420−1.0% | Reduced |
| Pictet Asset Management SA | 28,221,450 | $453.7M | 0.63% | +688,301+2.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,550,996 | $684.0M | 4.00% | +2,019,155+5.0% | Added |
| Wellington Management Group LLP | 52,696,753 | $847.1M | 0.17% | −5,621,375−9.6% | Reduced |
| Credit Suisse AG | 103,951,677 | $1.69B | 1.77% | −6,471,346−5.9% | Reduced |
| Vanguard Group Inc | 109,632,679 | $1.78B | 0.05% | +141,281+0.1% | Added |
| UBS Group AG | 113,697,113 | $1.84B | 0.95% | −4,117,609−3.5% | Reduced |
| Massachusetts Financial Services Co | 136,816,881 | $2.22B | 0.77% | −6,716,573−4.7% | Reduced |
| Norges Bank | 148,954,832 | $2.40B | 0.62% | −7,656,186−4.9% | Reduced |
| Dodge & Cox | 153,036,667 | $2.47B | 1.71% | +7,791,825+5.4% | Added |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −9,564,467−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −4,348,771−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,340,397−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −1,425,377−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −599,712−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −502,490−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −371,095−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −255,289−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −243,290−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −129,800−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −99,651−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −86,168−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −85,156−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −81,191−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −73,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −68,468−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −62,821−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −67,985−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −24,895−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −23,809−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −22,769−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −5,803−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −14,141−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −12,078−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −11,979−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −11,475−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −12,494−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −11,124−100.0% | Sold out |