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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; 767 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.

Q3 2022 vs. Q2 2022

How the institutions holding UBS Group AG changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of UBS: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders3716367+2
Shares1.29B312.8K1.27B−24.1M (−1.9%)
Value$20.9B$5.07M$18.5B−$2.39B (−11.4%)

6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held UBS Group AG at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to UBS in Q3 2022
InstitutionSharesValue% of portfolio
Teachers Retirement System of the State of Kentucky1,358,850$19.7M0.23%
Susquehanna Fundamental Investments, LLC1,225,457$18.0M0.31%
Acadian Asset Management LLC728,844$10.7M0.06%
Marshall Wace, LLP235,799$3.47M0.01%
Legal & General Group Plc169,475$2.49M0.00%
Power Corp of Canada150,515$2.21M0.33%
FNY Investment Advisers, LLC125,000$1.81M1.26%
Legacy Wealth Asset Management, LLC110,978$1.61M0.70%
Jefferies Group LLC90,000$1.32M0.04%
Ergoteles LLC80,422$1.17M0.04%
Ativo Capital Management LLC76,286$1.11M1.74%
Two Sigma Securities, LLC67,794$984.0K0.14%
Group One Trading, L.P.33,887$492.0K0.02%
Wipfli Financial Advisors LLC,27,853$404.0K0.03%
HRT Financial LP26,332$382.0K0.00%
Squarepoint Ops LLC21,649$314.0K0.00%
Advisor Partners II, LLC21,486$312.0K0.02%
Walleye Capital LLC20,095$292.0K0.01%
Moore Capital Management, LP20,000$290.0K0.01%
Dorsey & Whitney Trust CO LLC18,165$265.0K0.03%
Optiver Holding B.V.17,737$263.0K0.00%
180 Wealth Advisors, LLC14,845$215.0K0.06%
Bridgewater Advisors Inc.14,556$211.0K0.06%
D. E. Shaw & Co., Inc.13,300$193.0K0.00%
First Republic Investment Management, Inc.12,920$187.0K0.00%
Blueshift Asset Management, LLC12,811$186.0K0.04%
Voloridge Investment Management, LLC11,914$173.0K0.00%
Verus Capital Partners, LLC11,550$168.0K0.03%
Campbell & CO Investment Adviser LLC10,586$154.0K0.04%
Zhang Financial LLC10,460$152.0K0.02%
PDS Planning, Inc10,075$146.0K0.03%
Bridgefront Capital, LLC10,035$146.0K0.15%
Stonegate Investment Group, LLC10,096$146.0K0.01%
Glassman Wealth Services2,526$37.0K0.01%
Penserra Capital Management LLC2,439$35.0K0.00%
Mirabella Financial Services LLP12,844$30.0K0.00%
Harvest Fund Management Co., Ltd1,887$28.0K0.01%
Geneos Wealth Management Inc.161$2.00K0.00%
Absolute Capital Management, LLC113$1.66K0.00%
University of Texas/Texas Am Investment Managment Co67$1.00K0.00%
Columbia Asset Management272––
Sofos Investments, Inc.15––

Sold out (40)

Institutions that held UBS Group AG at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of UBS in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Artemis Investment Management LLP988,665$15.9M
Qube Research & Technologies Ltd514,463$8.35M
Westpac Banking Corp467,998$7.20M
AlphaCrest Capital Management LLC397,371$6.45M
Schonfeld Strategic Advisors LLC231,023$3.72M
Scotia Capital Inc.223,409$3.62M
Eisler Capital (UK) Ltd.179,764$2.77M
Baader Bank INC162,330$2.62M
PEAK6 Investments LLC98,529$2.00M
Arrowstreet Capital, Limited Partnership121,708$1.96M
Cubist Systematic Strategies, LLC103,806$1.68M
Duality Advisers, LP100,303$1.63M
Horizon Investments, LLC90,653$1.47M
Fullerton Fund Management Co Ltd.63,792$1.03M
PDT Partners, LLC48,361$784.0K
Bayesian Capital Management, LP25,800$418.0K
West Family Investments, Inc.23,081$374.0K
Balentine LLC13,074$212.0K
Quantbot Technologies LP12,814$207.0K
Claraphi Advisory Network, LLC12,300$200.0K
Pinnacle Wealth Planning Services, Inc.12,094$196.0K
Shilanski & Associates, Inc.11,544$187.0K
Ieq Capital, LLC11,286$183.0K
Syquant Capital SAS10,497$169.0K
HHM Wealth Advisors, LLC6,500$105.0K
Proequities, Inc.6,439$104.0K
State of Wyoming2,478$40.0K
Patriot Financial Group Insurance Agency, LLC2,054$33.0K
Prospera Financial Services Inc1,756$29.0K
West Bancorporation Inc1,000$16.0K
Farmers & Merchants Investments Inc931$15.0K
Ancora Advisors, LLC683$11.0K
Prestige Wealth Management Group LLC500$8.00K
Lazard Asset Management LLC337$5.00K
CIBC Private Wealth Group, LLC326$5.00K
Venture Visionary Partners LLC245$3.97K
Ahrens Investment Partners LLC119$2.00K
Fairfield, Bush & Co.50$1.00K
Plante Moran Financial Advisors, LLC87$1.00K
Tfo-TDC, LLC55$1.00K

Not filed for Q3 2022 yet (6)

Institutions that held UBS Group AG at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UBS in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Dorsey Wright & Associates204,847$3.32M
Altium Wealth Management LLC34,106$553.0K
Private Capital Group, LLC27,418$445.0K
Advisor Partners LLC22,529$365.0K
Exane Derivatives22,455$360.4K
Fieldpoint Private Securities, LLC1,431$23.0K