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 |
|---|---|---|---|---|---|
| Altium Wealth Management LLC | 34,106 | $553.0K | 0.04% | +13,726+67.4% | Added |
| Rehmann Capital Advisory Group | 33,736 | $547.2K | 0.06% | +122+0.4% | Added |
| MML Investors Services, LLC | 33,211 | $539.0K | 0.00% | −18,857−36.2% | Reduced |
| Lingohr & Partner Asset Management GmbH | 32,622 | $531.0K | 1.41% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 32,584 | $528.0K | 0.01% | −450−1.4% | Reduced |
| Morningstar Investment Services LLC | 32,033 | $526.0K | 0.01% | +5,980+23.0% | Added |
| Cookson Peirce & Co Inc | 31,295 | $508.0K | 0.03% | +31,295 | New |
| Guggenheim Capital LLC | 30,869 | $500.0K | 0.00% | −33,210−51.8% | Reduced |
| Private Capital Group, LLC | 27,418 | $445.0K | 0.33% | +3,352+13.9% | Added |
| Winning Points Advisors, LLC | 27,202 | $441.0K | 0.48% | 00.0% | Unchanged |
| Citadel Advisors LLC | 26,300 | $427.0K | 0.00% | −415,906−94.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,922 | $420.0K | 0.00% | +1,196+4.8% | Added |
| Bayesian Capital Management, LP | 25,800 | $418.0K | 0.08% | +25,800 | New |
| Old National Bancorp | 25,694 | $417.0K | 0.01% | −144−0.6% | 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 |
| Fisher Asset Management, LLC | 24,907 | $404.0K | 0.00% | −293−1.2% | Reduced |
| Financial Counselors Inc | 24,414 | $396.0K | 0.01% | −325−1.3% | Reduced |
| Gradient Investments LLC | 24,295 | $394.0K | 0.01% | −122−0.5% | Reduced |
| Vise Technologies, Inc. | 23,119 | $375.0K | 0.15% | +9,723+72.6% | Added |
| West Family Investments, Inc. | 23,081 | $374.0K | 0.15% | −1,209−5.0% | Reduced |
| Advisor Partners LLC | 22,529 | $365.0K | 0.03% | −1,093−4.6% | Reduced |
| Cetera Investment Advisers | 22,426 | $364.0K | 0.01% | −1,428−6.0% | Reduced |
| Exane Derivatives | 22,455 | $360.4K | 0.21% | −21,925−49.4% | Reduced |
| 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 |
| Studio Investment Management LLC | 21,587 | $350.0K | 0.12% | +1,794+9.1% | Added |
| American Trust Investment Advisors, LLC | 20,600 | $334.0K | 0.21% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,762 | $321.0K | 0.00% | +3,259+19.7% | Added |
| Mount Yale Investment Advisors, LLC | 19,098 | $310.0K | 0.04% | +19,098 | New |
| 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 |
| M&T Bank Corp | 18,676 | $303.0K | 0.00% | +7,000+60.0% | 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 |
| Sequoia Financial Advisors, LLC | 17,596 | $285.0K | 0.01% | +1,770+11.2% | Added |
| 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 |
| Compton Wealth Advisory Group, LLC | 16,925 | $275.0K | 0.12% | −4,969−22.7% | Reduced |
| Clearstead Advisors, LLC | 16,916 | $274.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| OPSEU Pension Plan Trust Fund | 16,546 | $264.0K | 0.07% | +16,546 | New |
| Prudential Financial Inc | 15,911 | $261.0K | 0.00% | −344−2.1% | Reduced |
| Ballentine Partners, LLC | 15,543 | $252.0K | 0.01% | −244−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,201 | $247.0K | 0.00% | −1,757−10.4% | Reduced |
| Checchi Capital Advisers, LLC | 15,065 | $245.0K | 0.02% | +1,873+14.2% | Added |
| AE Wealth Management LLC | 15,051 | $244.0K | 0.00% | +562+3.9% | Added |
| Cerity Partners LLC | 14,788 | $240.0K | 0.00% | +14,788 | New |
| Cresset Asset Management, LLC | 14,641 | $238.0K | 0.00% | +742+5.3% | Added |
| Glenmede Trust Co NA | 14,592 | $236.0K | 0.00% | +2,595+21.6% | Added |
| Bokf, NA | 14,472 | $235.0K | 0.00% | −2,448−14.5% | Reduced |
| Wrapmanager Inc | 14,412 | $234.0K | 0.07% | −151−1.0% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $233.0K | 0.20% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14,261 | $231.0K | 0.01% | −13−0.1% | Reduced |
| FDx Advisors, Inc. | 14,062 | $228.0K | 0.01% | −848−5.7% | Reduced |
| Boston Private Wealth LLC | 13,881 | $226.0K | 0.00% | +433+3.2% | Added |
| Cozad Asset Management Inc | 13,900 | $225.0K | 0.04% | +2,910+26.5% | Added |
| Synovus Financial Corp | 13,408 | $219.0K | 0.00% | +13,408 | New |
| Balentine LLC | 13,074 | $212.0K | 0.01% | +1,677+14.7% | Added |
| First National Bank of Hutchinson | 12,821 | $208.0K | 0.15% | +44+0.3% | Added |
| Quantbot Technologies LP | 12,814 | $207.0K | 0.02% | +12,814 | New |
| Pinnacle Associates Ltd | 12,641 | $205.0K | 0.00% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 12,300 | $200.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Gitterman Wealth Management, LLC | 12,132 | $195.0K | 0.18% | −954−7.3% | Reduced |
| Pictet & Cie (Europe) SA | 11,985 | $193.0K | 0.01% | −68−0.6% | Reduced |
| Verition Fund Management LLC | 11,787 | $191.0K | 0.00% | +11,787 | New |
| Shilanski & Associates, Inc. | 11,544 | $187.0K | 0.09% | +566+5.2% | Added |
| Evergreen Capital Management LLC | 11,391 | $185.0K | 0.01% | −3,121−21.5% | Reduced |
| Ieq Capital, LLC | 11,286 | $183.0K | 0.01% | +11,286 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,925 | $181.9K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 11,194 | $181.0K | 0.00% | +265+2.4% | Added |
| TownSquare Capital, LLC | 11,114 | $180.0K | 0.01% | −369−3.2% | Reduced |
| Select Asset Management & Trust | 10,750 | $174.0K | 0.19% | 00.0% | Unchanged |
| Stephens Inc | 10,603 | $172.0K | 0.00% | −1,733−14.0% | Reduced |
| Deuterium Capital Management, LLC | 11,156 | $172.0K | 0.66% | +11,156 | New |
| Cullen/Frost Bankers, Inc. | 10,456 | $170.0K | 0.00% | −1,182−10.2% | Reduced |
| Syquant Capital SAS | 10,497 | $169.0K | 0.19% | −2,231−17.5% | Reduced |
| Ascent Group, LLC | 10,417 | $169.0K | 0.02% | +10,417 | New |
| Susquehanna International Securities, Ltd. | 10,366 | $168.0K | 0.12% | −1,000,000−99.0% | Reduced |
| Ronald Blue Trust, Inc. | 8,514 | $167.0K | 0.00% | +8,514 | New |
| Diligent Investors, LLC | 10,000 | $162.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,121 | $159.0K | 0.01% | −5,138−36.0% | Reduced |
| Lindbrook Capital, LLC | 8,887 | $144.0K | 0.02% | −5,039−36.2% | Reduced |
| Selective Wealth Management, Inc. | 8,528 | $138.0K | 0.05% | +3,407+66.5% | Added |
| Tower Research Capital LLC (TRC) | 8,275 | $134.0K | 0.00% | −19,277−70.0% | Reduced |
| JFS Wealth Advisors, LLC | 8,263 | $134.0K | 0.01% | −713−7.9% | Reduced |
| American Portfolios Advisors | 7,447 | $120.8K | 0.00% | −2,729−26.8% | Reduced |
| Aquatic Capital Management LLC | 6,800 | $110.0K | 0.04% | +6,800 | New |
| TD Private Client Wealth LLC | 6,522 | $105.8K | 0.01% | +72+1.1% | Added |
| HHM Wealth Advisors, LLC | 6,500 | $105.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 6,439 | $104.0K | 0.01% | −141−2.1% | Reduced |
| Rockefeller Capital Management L.P. | 6,291 | $101.0K | 0.00% | −2,204−25.9% | Reduced |
| EverSource Wealth Advisors, LLC | 5,697 | $93.0K | 0.02% | +4,829+556.3% | Added |
| CWM, LLC | 4,744 | $77.0K | 0.00% | +276+6.2% | Added |
| Financial Perspectives, Inc | 4,094 | $66.4K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,426 | $55.6K | 0.00% | −2,005−36.9% | Reduced |
| Huntington National Bank | 3,417 | $55.0K | 0.00% | −506−12.9% | Reduced |