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 |
|---|---|---|---|---|---|
| First National Bank of Hutchinson | 13,037 | $189.0K | 0.15% | +216+1.7% | Added |
| Ronald Blue Trust, Inc. | 11,648 | $189.0K | 0.00% | +3,134+36.8% | Added |
| Compton Wealth Advisory Group, LLC | 13,114 | $190.0K | 0.08% | −3,811−22.5% | Reduced |
| Evergreen Capital Management LLC | 13,090 | $190.0K | 0.01% | +1,699+14.9% | Added |
| D. E. Shaw & Co., Inc. | 13,300 | $193.0K | 0.00% | +13,300 | New |
| Gitterman Wealth Management, LLC | 13,734 | $197.0K | 0.20% | +1,602+13.2% | Added |
| Bokf, NA | 13,824 | $201.0K | 0.00% | −648−4.5% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $205.0K | 0.20% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 14,234 | $206.0K | 0.00% | −358−2.5% | Reduced |
| FDx Advisors, Inc. | 14,370 | $209.0K | 0.01% | +308+2.2% | Added |
| Bridgewater Advisors Inc. | 14,556 | $211.0K | 0.06% | +14,556 | New |
| Cresset Asset Management, LLC | 14,582 | $212.0K | 0.00% | −59−0.4% | Reduced |
| 180 Wealth Advisors, LLC | 14,845 | $215.0K | 0.06% | +14,845 | New |
| AE Wealth Management LLC | 14,885 | $216.0K | 0.00% | −166−1.1% | Reduced |
| Ballentine Partners, LLC | 14,960 | $218.0K | 0.01% | −583−3.8% | Reduced |
| Checchi Capital Advisers, LLC | 15,065 | $219.0K | 0.02% | 00.0% | Unchanged |
| Henshaw Capital LLC | 15,299 | $222.0K | 0.02% | −22,591−59.6% | Reduced |
| Sage Rhino Capital LLC | 15,635 | $227.0K | 0.09% | −723−4.4% | Reduced |
| Guggenheim Capital LLC | 16,069 | $233.0K | 0.00% | −14,800−47.9% | Reduced |
| OPSEU Pension Plan Trust Fund | 15,708 | $233.0K | 0.06% | −838−5.1% | Reduced |
| Cerity Partners LLC | 16,649 | $241.0K | 0.00% | +1,861+12.6% | Added |
| Virtu Financial LLC | 16,825 | $244.0K | 0.02% | −21,073−55.6% | Reduced |
| Clearstead Advisors, LLC | 16,916 | $245.0K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 17,188 | $249.0K | 0.01% | −408−2.3% | Reduced |
| Oppenheimer & Co Inc | 17,333 | $252.0K | 0.01% | +1,004+6.1% | Added |
| Prudential Financial Inc | 17,164 | $252.0K | 0.00% | +1,253+7.9% | Added |
| Beach Investment Counsel Inc | 17,650 | $256.0K | 0.04% | 00.0% | Unchanged |
| Comerica Securities,inc. | 17,677 | $256.0K | 0.02% | +208+1.2% | Added |
| Optiver Holding B.V. | 17,737 | $263.0K | 0.00% | +17,737 | New |
| Commonwealth Equity Services, LLC | 18,198 | $264.0K | 0.00% | −691−3.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,165 | $265.0K | 0.03% | +18,165 | New |
| M&T Bank Corp | 19,114 | $277.0K | 0.00% | +438+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,142 | $278.0K | 0.00% | +3,941+25.9% | Added |
| Colony Group LLC | 19,200 | $279.0K | 0.00% | +340+1.8% | Added |
| Moore Capital Management, LP | 20,000 | $290.0K | 0.01% | +20,000 | New |
| Corient Capital Partners, LLC | 17,956 | $291.0K | 0.02% | +309+1.8% | Added |
| Janney Montgomery Scott LLC | 20,096 | $292.0K | 0.00% | −13,743−40.6% | Reduced |
| Walleye Capital LLC | 20,095 | $292.0K | 0.01% | +20,095 | New |
| American Trust Investment Advisors, LLC | 20,600 | $299.0K | 0.19% | 00.0% | Unchanged |
| Spire Wealth Management | 20,723 | $301.0K | 0.02% | −1,072−4.9% | Reduced |
| Advisor Partners II, LLC | 21,486 | $312.0K | 0.02% | +21,486 | New |
| Mount Yale Investment Advisors, LLC | 21,645 | $314.0K | 0.04% | +2,547+13.3% | Added |
| Squarepoint Ops LLC | 21,649 | $314.0K | 0.00% | +21,649 | New |
| Studio Investment Management LLC | 21,907 | $317.9K | 0.11% | +320+1.5% | Added |
| Cetera Investment Advisers | 22,231 | $323.0K | 0.01% | −195−0.9% | Reduced |
| Gradient Investments LLC | 23,666 | $343.0K | 0.01% | −629−2.6% | Reduced |
| Boston Private Wealth LLC | 23,895 | $347.0K | 0.01% | +10,014+72.1% | Added |
| Clarius Group, LLC | 24,032 | $349.0K | 0.03% | +6,570+37.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,248 | $352.0K | 0.00% | −1,674−6.5% | Reduced |
| Fisher Asset Management, LLC | 24,283 | $352.0K | 0.00% | −624−2.5% | Reduced |
| Financial Counselors Inc | 24,257 | $352.0K | 0.01% | −157−0.6% | Reduced |
| Baker Ellis Asset Management LLC | 25,600 | $371.0K | 0.08% | +500+2.0% | Added |
| Old National Bancorp | 25,673 | $373.0K | 0.01% | −21−0.1% | Reduced |
| Quadrant Capital Group LLC | 25,840 | $375.0K | 0.05% | +3,999+18.3% | Added |
| HRT Financial LP | 26,332 | $382.0K | 0.00% | +26,332 | New |
| National Asset Management, Inc. | 26,219 | $383.0K | 0.01% | +1,222+4.9% | Added |
| Wipfli Financial Advisors LLC, | 27,853 | $404.0K | 0.03% | +27,853 | New |
| Winning Points Advisors, LLC | 27,202 | $409.0K | 0.50% | 00.0% | Unchanged |
| Susquehanna International Securities, Ltd. | 27,617 | $410.0K | 0.80% | +17,251+166.4% | Added |
| Cookson Peirce & Co Inc | 28,967 | $420.0K | 0.03% | −2,328−7.4% | Reduced |
| Vise Technologies, Inc. | 29,736 | $431.0K | 0.16% | +6,617+28.6% | Added |
| Kestra Advisory Services, LLC | 29,750 | $432.0K | 0.00% | +9,988+50.5% | Added |
| Oppenheimer Asset Management Inc. | 33,123 | $481.0K | 0.01% | +539+1.7% | Added |
| Lake Street Advisors Group, LLC | 33,902 | $492.0K | 0.04% | −10,790−24.1% | Reduced |
| Group One Trading, L.P. | 33,887 | $492.0K | 0.02% | +33,887 | New |
| Private Advisor Group, LLC | 35,040 | $508.0K | 0.01% | −14,349−29.1% | Reduced |
| Raymond James Trust N.A. | 35,178 | $510.0K | 0.02% | −1,781−4.8% | Reduced |
| Qtron Investments LLC | 35,056 | $516.0K | 0.13% | −9,253−20.9% | Reduced |
| Lingohr & Partner Asset Management GmbH | 33,228 | $527.0K | 1.45% | +606+1.9% | Added |
| Gabelli Funds LLC | 37,000 | $537.0K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 33,945 | $541.0K | 0.01% | +1,912+6.0% | Added |
| MML Investors Services, LLC | 37,811 | $549.0K | 0.00% | +4,600+13.9% | Added |
| Truist Financial Corp | 38,071 | $553.0K | 0.00% | −4,385−10.3% | Reduced |
| Rehmann Capital Advisory Group | 38,873 | $564.0K | 0.06% | +5,137+15.2% | Added |
| SOL Capital Management CO | 39,580 | $574.0K | 0.12% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 42,264 | $613.0K | 0.03% | −2,648−5.9% | Reduced |
| Trexquant Investment LP | 42,784 | $621.0K | 0.02% | −30,838−41.9% | Reduced |
| HighTower Advisors, LLC | 43,662 | $635.0K | 0.00% | +1,360+3.2% | Added |
| Park Avenue Securities LLC | 44,139 | $640.0K | 0.01% | +4,345+10.9% | Added |
| Capital Asset Advisory Services LLC | 45,442 | $659.0K | 0.09% | −17,040−27.3% | Reduced |
| Investors Research Corp | 47,259 | $686.0K | 0.21% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 48,446 | $702.9K | 0.08% | −3,603−6.9% | Reduced |
| BTC Capital Management, Inc. | 48,816 | $713.0K | 0.09% | +7,977+19.5% | Added |
| Greenleaf Trust | 49,247 | $715.0K | 0.01% | −315−0.6% | Reduced |
| Atlas Capital Advisors LLC | 50,583 | $734.0K | 0.13% | 00.0% | Unchanged |
| Signaturefd, LLC | 51,231 | $743.0K | 0.03% | +6,343+14.1% | Added |
| Advisors Asset Management, Inc. | 52,454 | $761.0K | 0.02% | −7,039−11.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 53,390 | $775.0K | 0.57% | +825+1.6% | Added |
| Veriti Management LLC | 53,467 | $776.0K | 0.11% | +412+0.8% | Added |
| Forum Financial Management, LP | 53,533 | $777.0K | 0.04% | 00.0% | Unchanged |
| First Hawaiian Bank | 53,809 | $781.0K | 0.03% | −408−0.8% | Reduced |
| Liberty One Investment Management, LLC | 55,490 | $805.0K | 0.13% | −14,529−20.8% | Reduced |
| Money Concepts Capital Corp | 56,664 | $822.0K | 0.05% | +55,596+5,205.6% | Added |
| Yousif Capital Management, LLC | 58,911 | $855.0K | 0.01% | +4,730+8.7% | Added |
| Northwestern Mutual Wealth Management Co | 60,943 | $884.0K | 0.00% | −227,117−78.8% | Reduced |
| The PNC Financial Services Group, Inc. | 61,726 | $895.0K | 0.00% | +2,231+3.7% | Added |
| swisspartners Ltd. | 62,229 | $912.0K | 0.94% | +1,701+2.8% | Added |
| Pathstone Family Office, LLC | 63,321 | $928.7K | 0.02% | −6,754−9.6% | Reduced |
| Creative Planning | 64,769 | $940.0K | 0.00% | +25,151+63.5% | Added |
| Schechter Investment Advisors, LLC | 65,617 | $952.0K | 0.09% | −779−1.2% | Reduced |