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 |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 7 | $0 | 0.00% | −169−96.0% | Reduced |
| Hudock, Inc. | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 601,220 | $0 | 0.00% | −212,488−26.1% | Reduced |
| O'Dell Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 46 | $668 | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 67 | $1.00K | 0.00% | +67 | New |
| Absolute Capital Management, LLC | 113 | $1.66K | 0.00% | +113 | New |
| Column Capital Advisors, LLC | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 144 | $2.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 161 | $2.00K | 0.00% | +161 | New |
| Glen Eagle Advisors, LLC | 179 | $2.60K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 212 | $3.00K | 0.00% | −237−52.8% | Reduced |
| Central Trust Co | 211 | $3.00K | 0.00% | +50+31.1% | Added |
| TD Ameritrade Investment Management, LLC | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 214 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 326 | $4.00K | 0.00% | −583−64.1% | Reduced |
| Smithfield Trust Co | 291 | $4.00K | 0.00% | −353−54.8% | Reduced |
| Asset Dedication, LLC | 289 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 250 | $4.00K | 0.00% | −20−7.4% | Reduced |
| Schubert & Co | 291 | $4.00K | 0.00% | +30+11.5% | Added |
| Meeder Asset Management Inc | 307 | $4.00K | 0.00% | +225+274.4% | Added |
| Laurel Wealth Planning LLC | 331 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 353 | $5.12K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 434 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 405 | $6.00K | 0.00% | +15+3.8% | Added |
| HM Payson & Co | 505 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 496 | $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 |
| Federation des caisses Desjardins du Quebec | 505 | $7.33K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 531 | $8.00K | 0.00% | −169−24.1% | Reduced |
| Sargent Bickham Lagudis LLC | 645 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 770 | $11.0K | 0.00% | −2,368−75.5% | Reduced |
| Allworth Financial LP | 859 | $12.0K | 0.00% | −192−18.3% | Reduced |
| Massmutual Trust Co FSB | 793 | $12.0K | 0.00% | −40−4.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 904 | $13.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,016 | $15.0K | 0.00% | −1,455−58.9% | Reduced |
| Community Bank, N.A. | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,115 | $16.0K | 0.00% | +274+32.6% | Added |
| AdvisorNet Financial, Inc | 1,266 | $18.0K | 0.00% | −470−27.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,283 | $19.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,520 | $22.0K | 0.00% | −227−13.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,491 | $22.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,375 | $22.3K | 0.00% | −300−17.9% | Reduced |
| Zions Bancorporation, N.A. | 1,583 | $23.0K | 0.00% | +248+18.6% | Added |
| Global Retirement Partners, LLC | 1,629 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,887 | $28.0K | 0.01% | +1,887 | New |
| Rosenberg Matthew Hamilton | 2,102 | $30.0K | 0.01% | +37+1.8% | Added |
| Mirabella Financial Services LLP | 12,844 | $30.0K | 0.00% | +12,844 | New |
| Tower Research Capital LLC (TRC) | 2,161 | $31.0K | 0.00% | −6,114−73.9% | Reduced |
| Hexagon Capital Partners LLC | 2,106 | $31.0K | 0.01% | +1,267+151.0% | Added |
| Accel Wealth Management | 2,068 | $33.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,439 | $35.0K | 0.00% | +2,439 | New |
| Glassman Wealth Services | 2,526 | $37.0K | 0.01% | +2,526 | New |
| CKW Financial Group | 2,700 | $39.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,101 | $45.0K | 0.01% | −2,596−45.6% | Reduced |
| Creative Financial Designs Inc | 3,221 | $47.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,456 | $50.0K | 0.00% | +1,381+66.6% | Added |
| Huntington National Bank | 3,903 | $57.0K | 0.00% | +486+14.2% | Added |
| Financial Perspectives, Inc | 4,094 | $59.4K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 4,672 | $68.0K | 0.00% | −72−1.5% | Reduced |
| JFS Wealth Advisors, LLC | 5,676 | $82.0K | 0.01% | −2,587−31.3% | Reduced |
| TD Private Client Wealth LLC | 6,014 | $87.3K | 0.00% | −508−7.8% | Reduced |
| Aquatic Capital Management LLC | 6,100 | $89.0K | 0.01% | −700−10.3% | Reduced |
| Rockefeller Capital Management L.P. | 6,296 | $90.0K | 0.00% | +5+0.1% | Added |
| American Portfolios Advisors | 7,391 | $107.2K | 0.00% | −56−0.8% | Reduced |
| Selective Wealth Management, Inc. | 8,528 | $124.0K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 9,581 | $139.0K | 0.02% | +6,442+205.2% | Added |
| Diligent Investors, LLC | 10,000 | $145.0K | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 10,075 | $146.0K | 0.03% | +10,075 | New |
| Bridgefront Capital, LLC | 10,035 | $146.0K | 0.15% | +10,035 | New |
| Stonegate Investment Group, LLC | 10,096 | $146.0K | 0.01% | +10,096 | New |
| Lindbrook Capital, LLC | 10,114 | $147.0K | 0.02% | +1,227+13.8% | Added |
| Cozad Asset Management Inc | 10,363 | $150.0K | 0.02% | −3,537−25.4% | Reduced |
| Zhang Financial LLC | 10,460 | $152.0K | 0.02% | +10,460 | New |
| Stephens Inc | 10,518 | $153.0K | 0.00% | −85−0.8% | Reduced |
| IFP Advisors, Inc | 8,734 | $154.0K | 0.00% | −387−4.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,586 | $154.0K | 0.04% | +10,586 | New |
| Select Asset Management & Trust | 10,750 | $156.0K | 0.19% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10,874 | $158.0K | 0.00% | +418+4.0% | Added |
| Commerce Bank | 11,022 | $160.0K | 0.00% | −172−1.5% | Reduced |
| Deuterium Capital Management, LLC | 11,156 | $161.0K | 0.67% | 00.0% | Unchanged |
| Wrapmanager Inc | 11,139 | $162.0K | 0.05% | −3,273−22.7% | Reduced |
| GWM Advisors LLC | 11,267 | $164.0K | 0.00% | −817−6.8% | Reduced |
| TownSquare Capital, LLC | 11,333 | $164.0K | 0.00% | +219+2.0% | Added |
| Ascent Group, LLC | 10,569 | $168.0K | 0.02% | +152+1.5% | Added |
| Verus Capital Partners, LLC | 11,550 | $168.0K | 0.03% | +11,550 | New |
| Pictet & Cie (Europe) SA | 11,606 | $170.7K | 0.01% | −379−3.2% | Reduced |
| Verition Fund Management LLC | 11,787 | $171.0K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 11,914 | $173.0K | 0.00% | +11,914 | New |
| Synovus Financial Corp | 12,057 | $175.0K | 0.00% | −1,351−10.1% | Reduced |
| Parallel Advisors, LLC | 12,239 | $178.0K | 0.01% | −2,022−14.2% | Reduced |
| Pinnacle Associates Ltd | 12,641 | $183.0K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 12,811 | $186.0K | 0.04% | +12,811 | New |
| First Republic Investment Management, Inc. | 12,920 | $187.0K | 0.00% | +12,920 | New |