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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; 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.

Institutional holdersQ2 2022: 371 institutions
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 766 institutions
Value heldQ2 2022: $20.9B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026766$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$18.5B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2022.

Institutions holding UBS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Beacon Pointe Advisors, LLC0$00.00%−10,958−100.0%Sold out
Capital Fund Management S.A.0$00.00%−10,403−100.0%Sold out
We Are One Seven, LLC0$00.00%−10,150−100.0%Sold out
Change Path, LLC0$00.00%−10,084−100.0%Sold out
Verus Capital Partners, LLC0$00.00%−10,150−100.0%Sold out
SG3 Management, LLC0$00.00%−5,000−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−4,400−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−3,895−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−2,775−100.0%Sold out
Blume Capital Management, Inc.0$00.00%−2,400−100.0%Sold out
Commons Capital, LLC0$00.00%−1,170−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−1,048−100.0%Sold out
Advanced Research Investment Solutions, LLC0$00.00%−705−100.0%Sold out
TCWP LLC0$00.00%−690−100.0%Sold out
Brewin Dolphin Wealth Management Ltd0$00.00%−534−100.0%Sold out
Optimum Investment Advisors0$00.00%−358−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−310−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−282−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−103−100.0%Sold out
Ellevest, Inc.0$00.00%−103−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−18−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Dixon Hughes Goodman Wealth Advisors LLC––––Not filed
Lenox Wealth Advisors, LLC––––Not filed