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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 288,060 | $4.67M | 0.01% | +10,687+3.9% | Added |
| Crossmark Global Holdings, Inc. | 256,035 | $4.15M | 0.11% | −488−0.2% | Reduced |
| Leuthold Group, LLC | 248,186 | $4.03M | 0.57% | −158,400−39.0% | Reduced |
| Achmea Investment Management B.V. | 249,077 | $4.00M | 0.13% | −614−0.2% | Reduced |
| Mercer Global Advisors Inc | 245,178 | $3.98M | 0.02% | −54,741−18.3% | Reduced |
| Ontario Teachers Pension Plan Board | 243,134 | $3.92M | 0.05% | +243,134 | New |
| Advisor Group Holdings, Inc. | 235,780 | $3.83M | 0.01% | +62,774+36.3% | Added |
| MetLife Investment Management | 235,479 | $3.79M | 0.03% | 00.0% | Unchanged |
| Twin Tree Management, LP | 233,097 | $3.78M | 0.07% | +233,097 | New |
| Schonfeld Strategic Advisors LLC | 231,023 | $3.72M | 0.04% | +231,023 | New |
| Scotia Capital Inc. | 223,409 | $3.62M | 0.03% | +10,769+5.1% | Added |
| NatWest Group plc | 214,191 | $3.47M | 1.97% | −6,372−2.9% | Reduced |
| Parkwood LLC | 209,080 | $3.39M | 0.68% | +1,546+0.7% | Added |
| Clearbridge Investments, LLC | 207,750 | $3.37M | 0.00% | −11,344−5.2% | Reduced |
| Dorsey Wright & Associates | 204,847 | $3.32M | 0.97% | −26,899−11.6% | Reduced |
| Ensign Peak Advisors, Inc | 194,394 | $3.28M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 194,394 | $3.15M | 0.00% | −18,882−8.9% | Reduced |
| Brinker Capital Investments, LLC | 181,945 | $2.95M | 0.06% | +6,789+3.9% | Added |
| Susquehanna International Group, LLP | 178,580 | $2.89M | 0.01% | −17,234−8.8% | Reduced |
| Boston Partners | 174,341 | $2.83M | 0.00% | +13,612+8.5% | Added |
| Eisler Capital (UK) Ltd. | 179,764 | $2.77M | 0.29% | +179,764 | New |
| Metropolitan Life Insurance Co | 170,170 | $2.74M | 0.12% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 162,900 | $2.64M | 0.06% | −1,000−0.6% | Reduced |
| Baader Bank INC | 162,330 | $2.62M | 0.26% | +162,330 | New |
| Vident Investment Advisory, LLC | 162,717 | $2.61M | 0.08% | +3,390+2.1% | Added |
| Ossiam | 162,369 | $2.61M | 0.08% | +73,351+82.4% | Added |
| RBF Capital, LLC | 150,000 | $2.60M | 0.18% | 00.0% | Unchanged |
| United Services Automobile Association | 158,595 | $2.56M | 0.07% | +158,595 | New |
| Metis Global Partners, LLC | 154,041 | $2.48M | 0.40% | +69,380+82.0% | Added |
| O'Shaughnessy Asset Management, LLC | 144,488 | $2.34M | 0.04% | +48,146+50.0% | Added |
| Logan Capital Management Inc | 142,457 | $2.31M | 0.13% | +16,450+13.1% | Added |
| Highland Capital Management, LLC | 134,514 | $2.18M | 0.16% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 135,219 | $2.17M | 0.01% | −45,728−25.3% | Reduced |
| Wetherby Asset Management Inc | 133,272 | $2.16M | 0.15% | +15,909+13.6% | Added |
| Banco Santander, S.A. | 136,162 | $2.10M | 0.03% | +30,572+29.0% | Added |
| Independent Advisor Alliance | 128,074 | $2.08M | 0.12% | −13,909−9.8% | Reduced |
| Nuveen Asset Management, LLC | 127,438 | $2.07M | 0.00% | −2,079,057−94.2% | Reduced |
| PEAK6 Investments LLC | 98,529 | $2.00M | 0.05% | +98,529 | New |
| Arrowstreet Capital, Limited Partnership | 121,708 | $1.96M | 0.00% | −4,028,387−97.1% | Reduced |
| Hantz Financial Services, Inc. | 112,079 | $1.82M | 0.06% | +3,976+3.7% | Added |
| LPL Financial LLC | 109,462 | $1.77M | 0.00% | +2,367+2.2% | Added |
| Marietta Investment Partners LLC | 104,466 | $1.69M | 0.51% | +866+0.8% | Added |
| Cubist Systematic Strategies, LLC | 103,806 | $1.68M | 0.01% | +67,157+183.2% | Added |
| 1832 Asset Management L.P. | 102,471 | $1.65M | 0.00% | −6,714−6.1% | Reduced |
| Duality Advisers, LP | 100,303 | $1.63M | 0.16% | +100,303 | New |
| Calamos Wealth Management LLC | 99,750 | $1.62M | 0.14% | −33,335−25.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 97,213 | $1.58M | 0.75% | 00.0% | Unchanged |
| KCS Wealth Advisory | 94,919 | $1.54M | 0.68% | +13,560+16.7% | Added |
| Horizon Investments, LLC | 90,653 | $1.47M | 0.05% | +90,653 | New |
| Thomas White International Ltd | 90,264 | $1.46M | 0.29% | +17,932+24.8% | Added |
| British Columbia Investment Management Corp | 89,932 | $1.45M | 0.01% | +89,932 | New |
| GQG Partners LLC | 88,514 | $1.42M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 81,216 | $1.32M | 0.00% | −68,865−45.9% | Reduced |
| Altman Advisors, Inc. | 80,411 | $1.28M | 0.73% | +6,262+8.4% | Added |
| Alaethes Wealth LLC | 76,662 | $1.24M | 0.92% | +76,662 | New |
| JustInvest LLC | 73,649 | $1.20M | 0.06% | +16,077+27.9% | Added |
| Trexquant Investment LP | 73,622 | $1.19M | 0.05% | +73,622 | New |
| Mitchell Capital Management Co | 73,147 | $1.19M | 0.33% | +441+0.6% | Added |
| Cullen Capital Management LLC | 71,473 | $1.16M | 0.01% | −1,420−1.9% | Reduced |
| US Bancorp | 70,019 | $1.14M | 0.00% | +5,823+9.1% | Added |
| Comerica Bank | 68,951 | $1.13M | 0.01% | −334−0.5% | Reduced |
| Pathstone Family Office, LLC | 70,075 | $1.13M | 0.02% | +3,350+5.0% | Added |
| Laurel Wealth Advisors, Inc. | 69,509 | $1.13M | 0.12% | +17,000+32.4% | Added |
| Schechter Investment Advisors, LLC | 66,396 | $1.08M | 0.11% | −3,503−5.0% | Reduced |
| Liberty One Investment Management, LLC | 70,019 | $1.07M | 0.18% | +10,403+17.5% | Added |
| Cigna Investments Inc | 66,416 | $1.07M | 0.21% | +2,141+3.3% | Added |
| Fullerton Fund Management Co Ltd. | 63,792 | $1.03M | 0.07% | −34,444−35.1% | Reduced |
| Capital Asset Advisory Services LLC | 62,482 | $1.01M | 0.11% | −1,394−2.2% | Reduced |
| swisspartners Ltd. | 60,528 | $1.01M | 0.96% | 00.0% | Unchanged |
| 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 |
| 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 |
| Forum Financial Management, LP | 53,533 | $868.0K | 0.04% | +10.0% | Added |
| Veriti Management LLC | 53,055 | $861.0K | 0.12% | +2,213+4.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 52,565 | $853.0K | 0.59% | +968+1.9% | Added |
| Eqis Capital Management, Inc. | 52,049 | $844.2K | 0.09% | +52,049 | New |
| Atlas Capital Advisors LLC | 50,583 | $820.5K | 0.14% | 00.0% | Unchanged |
| Greenleaf Trust | 49,562 | $804.0K | 0.01% | −181−0.4% | Reduced |
| Private Advisor Group, LLC | 49,389 | $800.0K | 0.01% | −14,114−22.2% | Reduced |
| PDT Partners, LLC | 48,361 | $784.0K | 0.07% | +48,361 | New |
| Investors Research Corp | 47,259 | $767.0K | 0.23% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 44,981 | $730.0K | 0.05% | +27,542+157.9% | Added |
| 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 |
| Lake Street Advisors Group, LLC | 44,692 | $725.0K | 0.05% | −4,508−9.2% | Reduced |
| Qtron Investments LLC | 44,309 | $712.0K | 0.16% | +8,663+24.3% | Added |
| Mariner, LLC | 43,115 | $699.0K | 0.00% | +1,107+2.6% | Added |
| Truist Financial Corp | 42,456 | $688.0K | 0.00% | −17,386−29.1% | Reduced |
| HighTower Advisors, LLC | 42,302 | $687.0K | 0.00% | −2,458−5.5% | Reduced |
| Fifth Third Bancorp | 41,315 | $670.0K | 0.00% | −695−1.7% | Reduced |
| BTC Capital Management, Inc. | 40,839 | $659.0K | 0.08% | +40,839 | New |
| Park Avenue Securities LLC | 39,794 | $645.0K | 0.01% | +3,667+10.2% | Added |
| Creative Planning | 39,618 | $643.0K | 0.00% | +298+0.8% | Added |
| SOL Capital Management CO | 39,580 | $642.0K | 0.13% | −4,100−9.4% | Reduced |
| Virtu Financial LLC | 37,898 | $615.0K | 0.05% | +37,898 | New |
| Henshaw Capital LLC | 37,890 | $614.6K | 0.04% | −2,398−6.0% | Reduced |
| 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 |
| Janney Montgomery Scott LLC | 33,839 | $560.0K | 0.00% | +1,065+3.2% | Added |