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, Q3 2022
Institutional positions in UBS Group AG as of Sep 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
- 367
- +2 vs. Q2 2022
- Shares held
- 1.27B
- −24.1M (−1.9%) vs. Q2 2022
- Total value
- $18.5B
- −$2.39B (−11.4%) vs. Q2 2022
- New holders
- 42
- 118 more added
- Sold out
- 40
- 148 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 157,604,317 | $2.28B | 1.73% | +4,567,650+3.0% | Added |
| Massachusetts Financial Services Co | 130,801,560 | $1.90B | 0.71% | −6,015,321−4.4% | Reduced |
| Norges Bank | 123,169,250 | $1.81B | 0.48% | −25,785,582−17.3% | Reduced |
| UBS Group AG | 122,413,170 | $1.78B | 1.01% | +8,716,057+7.7% | Added |
| Vanguard Group Inc | 109,380,533 | $1.59B | 0.05% | −252,146−0.2% | Reduced |
| Credit Suisse AG | 103,852,609 | $1.51B | 1.70% | −99,068−0.1% | Reduced |
| Wellington Management Group LLP | 51,346,538 | $755.1M | 0.16% | −1,350,215−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,860,813 | $630.3M | 3.73% | +309,817+0.7% | Added |
| Goldman Sachs Group Inc | 33,574,837 | $487.2M | 0.14% | +6,172,144+22.5% | Added |
| Pictet Asset Management SA | 30,824,514 | $453.3M | 0.67% | +2,603,064+9.2% | Added |
| FMR LLC | 23,823,679 | $345.7M | 0.04% | +493,767+2.1% | Added |
| Amundi | 19,396,966 | $297.7M | 0.18% | +3,054,747+18.7% | Added |
| Deutsche Bank AG | 17,904,959 | $259.8M | 0.16% | −1,693,723−8.6% | Reduced |
| Vontobel Holding Ltd. | 17,187,314 | $252.1M | 2.94% | −7,220,146−29.6% | Reduced |
| JPMorgan Chase & Co | 17,102,688 | $248.2M | 0.04% | −1,331,248−7.2% | Reduced |
| Allianz Asset Management GmbH | 15,105,134 | $222.2M | 0.51% | −5,767,112−27.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,111,854 | $207.5M | 0.40% | +1,598,114+12.8% | Added |
| AXA S.A. | 11,301,710 | $164.0M | 0.65% | +747,926+7.1% | Added |
| Russell Investments Group, Ltd. | 11,096,835 | $163.2M | 0.36% | −100,645−0.9% | Reduced |
| DekaBank Deutsche Girozentrale | 10,237,553 | $153.5M | 0.45% | +1,876,940+22.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,570,080 | $140.8M | 0.12% | −715,956−7.0% | Reduced |
| Bank of America Corp | 9,165,436 | $133.0M | 0.02% | −138,190−1.5% | Reduced |
| Morgan Stanley | 9,161,924 | $132.9M | 0.02% | +381,989+4.4% | Added |
| Royal Bank of Canada | 8,756,793 | $127.1M | 0.04% | +180,263+2.1% | Added |
| FIL Ltd | 8,511,420 | $123.5M | 0.16% | +1,534,316+22.0% | Added |
| Bank of New York Mellon Corp | 7,091,779 | $102.9M | 0.02% | −32,952−0.5% | Reduced |
| Banque Cantonale Vaudoise | 6,636,237 | $97.6M | 5.57% | −501,473−7.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,625,922 | $97.4M | 0.56% | +1,650,265+33.2% | Added |
| Canada Pension Plan Investment Board | 5,812,576 | $85.5M | 0.15% | +412,243+7.6% | Added |
| Korea Investment CORP | 5,795,729 | $85.2M | 0.26% | +181,597+3.2% | Added |
| Aviva PLC | 5,281,016 | $77.7M | 0.45% | +131,272+2.5% | Added |
| Pzena Investment Management LLC | 4,931,417 | $71.6M | 0.36% | −156,614−3.1% | Reduced |
| Invesco Ltd. | 4,623,140 | $67.1M | 0.02% | −1,220,010−20.9% | Reduced |
| M&G Investment Management Ltd | 4,562,219 | $64.7M | 0.54% | −65,646−1.4% | Reduced |
| Thornburg Investment Management Inc | 4,276,934 | $62.7M | 1.11% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 4,165,231 | $60.3M | 0.31% | −189,873−4.4% | Reduced |
| ARGA Investment Management, LP | 4,077,193 | $59.8M | 3.25% | +112,826+2.8% | Added |
| Natixis Advisors, L.P. | 3,803,031 | $55.2M | 0.23% | +576,716+17.9% | Added |
| Neuberger Berman Group LLC | 3,632,295 | $53.4M | 0.06% | −598,532−14.1% | Reduced |
| Mackenzie Financial Corp | 3,330,017 | $48.8M | 0.08% | −118,160−3.4% | Reduced |
| Capital International Investors | 3,370,046 | $48.7M | 0.01% | −7,490−0.2% | Reduced |
| Banque Pictet & Cie SA | 2,906,951 | $42.8M | 0.47% | +863,073+42.2% | Added |
| Great West Life Assurance Co | 2,786,911 | $40.9M | 0.12% | −240,847−8.0% | Reduced |
| BlackRock Inc. | 2,657,613 | $38.6M | 0.00% | +27,582+1.0% | Added |
| Exane Asset Management | 2,339,802 | $37.8M | 25.21% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 2,565,856 | $37.4M | 0.01% | −3,363,431−56.7% | Reduced |
| Bank of Montreal | 2,285,551 | $36.7M | 0.03% | +5,677+0.2% | Added |
| Todd Asset Management LLC | 2,430,808 | $35.3M | 0.99% | +137,557+6.0% | Added |
| Captrust Financial Advisors | 2,322,301 | $33.7M | 0.20% | +402,218+20.9% | Added |
| Janus Henderson Group PLC | 2,219,014 | $32.6M | 0.02% | −71,304−3.1% | Reduced |
| Public Sector Pension Investment Board | 2,079,308 | $30.6M | 0.26% | +330,211+18.9% | Added |
| Northern Trust Corp | 2,037,154 | $29.6M | 0.01% | −45,759−2.2% | Reduced |
| Brandes Investment Partners, LP | 1,908,172 | $27.7M | 0.72% | −93,006−4.6% | Reduced |
| Zurich Insurance Group Ltd | 1,836,194 | $27.1M | 0.42% | −344,548−15.8% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,726,998 | $25.4M | 0.82% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 1,632,529 | $24.0M | 0.12% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 1,652,985 | $24.0M | 0.07% | +6,900+0.4% | Added |
| Balyasny Asset Management LLC | 1,650,896 | $24.0M | 0.09% | +505,812+44.2% | Added |
| Compagnie Lombard Odier SCmA | 1,597,499 | $23.5M | 0.68% | −1,621,151−50.4% | Reduced |
| Clark Capital Management Group, Inc. | 1,594,711 | $23.1M | 0.30% | +50,071+3.2% | Added |
| Jupiter Asset Management Ltd | 1,552,198 | $22.8M | 0.35% | +62,760+4.2% | Added |
| Citigroup Inc | 1,513,435 | $22.3M | 0.03% | −577,489−27.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,456,416 | $21.6M | 0.02% | +14,864+1.0% | Added |
| Envestnet Asset Management Inc | 1,400,652 | $20.3M | 0.01% | −2,068−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,358,850 | $19.7M | 0.23% | +1,358,850 | New |
| Raymond James & Associates | 1,351,000 | $19.6M | 0.02% | −87,680−6.1% | Reduced |
| Black Diamond Capital Management, L.L.C. | 1,268,089 | $18.4M | 11.22% | +456,000+56.2% | Added |
| Wells Fargo & Company | 1,260,184 | $18.3M | 0.01% | −70,102−5.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,225,457 | $18.0M | 0.31% | +1,225,457 | New |
| Franklin Resources Inc | 1,224,026 | $17.8M | 0.01% | −51,961−4.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,084,296 | $16.0M | 0.43% | −18,839−1.7% | Reduced |
| National Bank of Canada | 832,076 | $12.2M | 0.07% | +6,676+0.8% | Added |
| TD Asset Management Inc | 811,143 | $11.9M | 0.01% | −29,172−3.5% | Reduced |
| Alliancebernstein L.P. | 816,414 | $11.8M | 0.01% | +7,443+0.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 794,624 | $11.8M | 0.03% | −161,702−16.9% | Reduced |
| USS Investment Management Ltd | 751,848 | $11.0M | 0.17% | −653,055−46.5% | Reduced |
| Tocqueville Asset Management L.P. | 745,883 | $10.8M | 0.22% | −380,457−33.8% | Reduced |
| Pictet North America Advisors SA | 729,955 | $10.7M | 1.71% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 728,844 | $10.7M | 0.06% | +728,844 | New |
| Janney Capital Management LLC | 719,771 | $10.4M | 0.85% | +3,323+0.5% | Added |
| Capital Group Private Client Services, Inc. | 691,749 | $10.1M | 0.14% | −11,683−1.7% | Reduced |
| Eaton Vance Management | 652,780 | $9.47M | 0.01% | −1990.0% | Reduced |
| Polar Capital Holdings Plc | 624,490 | $9.47M | 0.08% | −113,359−15.4% | Reduced |
| LGT Group Foundation | 636,524 | $9.34M | 0.36% | +26,100+4.3% | Added |
| HSBC Holdings PLC | 574,791 | $8.49M | 0.02% | −306,248−34.8% | Reduced |
| Voya Investment Management LLC | 520,856 | $7.66M | 0.01% | +6,070+1.2% | Added |
| Calamos Advisors LLC | 521,084 | $7.56M | 0.04% | −89,420−14.6% | Reduced |
| American Century Companies Inc | 485,773 | $7.05M | 0.01% | +73,726+17.9% | Added |
| Henry James International Management, Inc. | 466,576 | $6.77M | 3.78% | +20.0% | Added |
| Abeille Asset Management SA | 439,737 | $6.47M | 0.25% | 00.0% | Unchanged |
| Renaissance Group LLC | 416,666 | $6.05M | 0.32% | −16,778−3.9% | Reduced |
| CIBC World Markets Inc. | 404,465 | $5.93M | 0.03% | −245,519−37.8% | Reduced |
| Channing Global Advisors, LLC | 345,581 | $5.08M | 6.47% | −26,807−7.2% | Reduced |
| Contravisory Investment Management, Inc. | 341,194 | $4.95M | 1.65% | +3,694+1.1% | Added |
| Jane Street Group, LLC | 330,971 | $4.85M | 0.01% | −696,130−67.8% | Reduced |
| Value Partners Investments Inc. | 326,679 | $4.75M | 0.47% | −697−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 323,250 | $4.74M | 0.07% | +80,116+33.0% | Added |
| Twin Tree Management, LP | 325,926 | $4.73M | 0.13% | +92,829+39.8% | Added |
| Credit Agricole S A | 312,583 | $4.54M | 0.15% | −349,033−52.8% | Reduced |
| First Trust Advisors LP | 301,214 | $4.38M | 0.01% | −51,317−14.6% | Reduced |