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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 3,221 | $52.0K | 0.01% | +21+0.7% | Added |
| Brown Brothers Harriman & Co | 3,138 | $51.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,139 | $50.0K | 0.01% | −3,761−54.5% | Reduced |
| CKW Financial Group | 2,700 | $44.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,471 | $40.0K | 0.00% | −1,492−37.6% | Reduced |
| State of Wyoming | 2,478 | $40.0K | 0.02% | +2,478 | New |
| Bessemer Group Inc | 2,075 | $34.0K | 0.00% | −580−21.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,054 | $33.0K | 0.01% | −362−15.0% | Reduced |
| Rosenberg Matthew Hamilton | 2,065 | $33.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 2,068 | $32.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,756 | $29.0K | 0.00% | −1,544−46.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,675 | $28.8K | 0.00% | −688−29.1% | Reduced |
| AdvisorNet Financial, Inc | 1,736 | $28.0K | 0.00% | −1,700−49.5% | Reduced |
| Jones Financial Companies LLLP | 1,747 | $28.0K | 0.00% | −652−27.2% | Reduced |
| Global Retirement Partners, LLC | 1,629 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,491 | $24.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,431 | $23.0K | 0.01% | −4,731−76.8% | Reduced |
| Zions Bancorporation, N.A. | 1,335 | $22.0K | 0.00% | +42+3.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,283 | $21.0K | 0.00% | +1,033+413.2% | Added |
| Vigilant Capital Management, LLC | 1,115 | $18.0K | 0.00% | +1,115 | New |
| Money Concepts Capital Corp | 1,068 | $17.0K | 0.00% | −760−41.6% | Reduced |
| Allworth Financial LP | 1,051 | $17.0K | 0.00% | +641+156.3% | Added |
| West Bancorporation Inc | 1,000 | $16.0K | 0.01% | −456−31.3% | Reduced |
| Community Bank, N.A. | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 931 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 909 | $15.0K | 0.00% | +231+34.1% | Added |
| BOK Financial Private Wealth, Inc. | 904 | $15.0K | 0.00% | +904 | New |
| Massmutual Trust Co FSB | 833 | $14.0K | 0.00% | −137−14.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 841 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 839 | $14.0K | 0.00% | +839 | New |
| Howe & Rusling Inc | 700 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 644 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 683 | $11.0K | 0.00% | +683 | New |
| Sargent Bickham Lagudis LLC | 645 | $10.0K | 0.00% | +645 | New |
| Federation des caisses Desjardins du Quebec | 505 | $8.19K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 496 | $8.00K | 0.00% | −178−26.4% | Reduced |
| HM Payson & Co | 505 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 500 | $8.00K | 0.00% | +500 | New |
| MUFG Americas Holdings Corp | 449 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 451 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 456 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 434 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 390 | $6.00K | 0.00% | +390 | New |
| Raffa Wealth Management, LLC | 353 | $5.73K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 337 | $5.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 326 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 289 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 331 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 270 | $4.00K | 0.00% | −8,419−96.9% | Reduced |
| Schubert & Co | 261 | $4.00K | 0.00% | +261 | New |
| Venture Visionary Partners LLC | 245 | $3.97K | 0.00% | +245 | New |
| TD Ameritrade Investment Management, LLC | 212 | $3.00K | 0.00% | −7,916−97.4% | Reduced |
| FourThought Financial, LLC | 176 | $3.00K | 0.00% | −310−63.8% | Reduced |
| Copeland Capital Management, LLC | 214 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 161 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 167 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 179 | $2.90K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 144 | $2.00K | 0.00% | −683−82.6% | Reduced |
| Antonetti Capital Management LLC | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 119 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 112 | $2.00K | 0.00% | +70+166.7% | Added |
| Meeder Asset Management Inc | 82 | $1.00K | 0.00% | −1,144−93.3% | Reduced |
| Fairfield, Bush & Co. | 50 | $1.00K | 0.00% | +50 | New |
| Plante Moran Financial Advisors, LLC | 87 | $1.00K | 0.00% | +87 | New |
| Tfo-TDC, LLC | 55 | $1.00K | 0.00% | +55 | New |
| Financial Synergies Wealth Advisors, Inc. | 46 | $747 | 0.00% | +46 | New |
| Hudock, Inc. | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 813,708 | $0 | 0.00% | +26,684+3.4% | Added |
| O'Dell Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |