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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 66,926 | $971.0K | 0.05% | +21,945+48.8% | Added |
| Fifth Third Bancorp | 66,998 | $972.0K | 0.01% | +25,683+62.2% | Added |
| Two Sigma Securities, LLC | 67,794 | $984.0K | 0.14% | +67,794 | New |
| Cigna Investments Inc | 67,234 | $989.0K | 0.22% | +818+1.2% | Added |
| JustInvest LLC | 68,729 | $997.0K | 0.05% | −4,920−6.7% | Reduced |
| Cullen Capital Management LLC | 68,682 | $997.0K | 0.01% | −2,791−3.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 69,509 | $1.01M | 0.11% | 00.0% | Unchanged |
| US Bancorp | 71,735 | $1.04M | 0.00% | +1,716+2.5% | Added |
| Mitchell Capital Management Co | 72,856 | $1.06M | 0.30% | −291−0.4% | Reduced |
| Calamos Wealth Management LLC | 74,700 | $1.08M | 0.09% | −25,050−25.1% | Reduced |
| Ativo Capital Management LLC | 76,286 | $1.11M | 1.74% | +76,286 | New |
| Comerica Bank | 73,140 | $1.11M | 0.01% | +4,189+6.1% | Added |
| Altman Advisors, Inc. | 78,305 | $1.14M | 0.72% | −2,106−2.6% | Reduced |
| Vident Investment Advisory, LLC | 91,502 | $1.15M | 0.04% | −71,215−43.8% | Reduced |
| NatWest Group plc | 79,911 | $1.16M | 0.67% | −134,280−62.7% | Reduced |
| Ergoteles LLC | 80,422 | $1.17M | 0.04% | +80,422 | New |
| Alaethes Wealth LLC | 81,113 | $1.18M | 0.87% | +4,451+5.8% | Added |
| Citadel Advisors LLC | 86,361 | $1.25M | 0.00% | +60,061+228.4% | Added |
| Stifel Financial Corp | 86,412 | $1.25M | 0.00% | +5,196+6.4% | Added |
| Marietta Investment Partners LLC | 76,556 | $1.26M | 0.37% | −27,910−26.7% | Reduced |
| GQG Partners LLC | 86,039 | $1.26M | 0.00% | −2,475−2.8% | Reduced |
| British Columbia Investment Management Corp | 89,992 | $1.32M | 0.01% | +60+0.1% | Added |
| Jefferies Group LLC | 90,000 | $1.32M | 0.04% | +90,000 | New |
| Thomas White International Ltd | 91,153 | $1.32M | 0.31% | +889+1.0% | Added |
| Wealth Alliance Advisory Group, LLC | 97,149 | $1.41M | 0.62% | −64−0.1% | Reduced |
| LPL Financial LLC | 98,974 | $1.44M | 0.00% | −10,488−9.6% | Reduced |
| Highland Capital Management, LLC | 105,671 | $1.53M | 0.12% | −28,843−21.4% | Reduced |
| 1832 Asset Management L.P. | 110,483 | $1.60M | 0.00% | +8,012+7.8% | Added |
| Legacy Wealth Asset Management, LLC | 110,978 | $1.61M | 0.70% | +110,978 | New |
| Hantz Financial Services, Inc. | 113,358 | $1.65M | 0.06% | +1,279+1.1% | Added |
| KCS Wealth Advisory | 114,924 | $1.67M | 0.77% | +20,005+21.1% | Added |
| Independent Advisor Alliance | 124,572 | $1.81M | 0.11% | −3,502−2.7% | Reduced |
| FNY Investment Advisers, LLC | 125,000 | $1.81M | 1.26% | +125,000 | New |
| Nuveen Asset Management, LLC | 127,438 | $1.85M | 0.00% | 00.0% | Unchanged |
| Boston Partners | 130,214 | $1.89M | 0.00% | −44,127−25.3% | Reduced |
| Mariner, LLC | 131,512 | $1.91M | 0.01% | +88,397+205.0% | Added |
| Wetherby Asset Management Inc | 132,126 | $1.92M | 0.14% | −1,146−0.9% | Reduced |
| Ossiam | 130,739 | $1.92M | 0.06% | −31,630−19.5% | Reduced |
| Banco Santander, S.A. | 134,374 | $1.95M | 0.03% | −1,788−1.3% | Reduced |
| RBF Capital, LLC | 140,000 | $2.03M | 0.17% | −10,000−6.7% | Reduced |
| Metis Global Partners, LLC | 141,988 | $2.08M | 0.34% | −12,053−7.8% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 136,831 | $2.10M | 0.46% | +124,906+1,047.4% | Added |
| Power Corp of Canada | 150,515 | $2.21M | 0.33% | +150,515 | New |
| BNP Paribas Arbitrage, SA | 153,101 | $2.22M | 0.01% | +149,675+4,368.8% | Added |
| Logan Capital Management Inc | 156,887 | $2.28M | 0.14% | +14,430+10.1% | Added |
| Bridgeway Capital Management, LLC | 162,900 | $2.36M | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 167,581 | $2.46M | 0.12% | −2,589−1.5% | Reduced |
| United Services Automobile Association | 168,482 | $2.47M | 0.07% | +9,887+6.2% | Added |
| Legal & General Group Plc | 169,475 | $2.49M | 0.00% | +169,475 | New |
| Leuthold Group, LLC | 175,340 | $2.54M | 0.38% | −72,846−29.4% | Reduced |
| Brinker Capital Investments, LLC | 180,660 | $2.62M | 0.05% | −1,285−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 183,394 | $2.66M | 0.01% | −52,386−22.2% | Reduced |
| Parkwood LLC | 190,525 | $2.77M | 0.59% | −18,555−8.9% | Reduced |
| Geode Capital Management, LLC | 194,394 | $2.82M | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 203,363 | $2.95M | 0.00% | −4,387−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 205,715 | $2.98M | 0.06% | +61,227+42.4% | Added |
| Ensign Peak Advisors, Inc | 189,694 | $3.01M | 0.01% | −4,700−2.4% | Reduced |
| Susquehanna International Group, LLP | 209,277 | $3.05M | 0.01% | +30,697+17.2% | Added |
| Assenagon Asset Management S.A. | 210,714 | $3.10M | 0.01% | +75,495+55.8% | Added |
| MetLife Investment Management | 227,664 | $3.30M | 0.03% | −7,815−3.3% | Reduced |
| Marshall Wace, LLP | 235,799 | $3.47M | 0.01% | +235,799 | New |
| Mercer Global Advisors Inc | 241,006 | $3.50M | 0.02% | −4,172−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 251,326 | $3.65M | 0.10% | −4,709−1.8% | Reduced |
| SEI Investments Co | 286,722 | $4.16M | 0.01% | −7,692−2.6% | Reduced |
| Achmea Investment Management B.V. | 289,998 | $4.26M | 0.15% | +40,921+16.4% | Added |
| First Trust Advisors LP | 301,214 | $4.38M | 0.01% | −51,317−14.6% | Reduced |
| Credit Agricole S A | 312,583 | $4.54M | 0.15% | −349,033−52.8% | Reduced |
| Twin Tree Management, LP | 325,926 | $4.73M | 0.13% | +92,829+39.8% | Added |
| Ontario Teachers Pension Plan Board | 323,250 | $4.74M | 0.07% | +80,116+33.0% | Added |
| Value Partners Investments Inc. | 326,679 | $4.75M | 0.47% | −697−0.2% | Reduced |
| Jane Street Group, LLC | 330,971 | $4.85M | 0.01% | −696,130−67.8% | Reduced |
| Contravisory Investment Management, Inc. | 341,194 | $4.95M | 1.65% | +3,694+1.1% | Added |
| Channing Global Advisors, LLC | 345,581 | $5.08M | 6.47% | −26,807−7.2% | Reduced |
| CIBC World Markets Inc. | 404,465 | $5.93M | 0.03% | −245,519−37.8% | Reduced |
| Renaissance Group LLC | 416,666 | $6.05M | 0.32% | −16,778−3.9% | Reduced |
| Abeille Asset Management SA | 439,737 | $6.47M | 0.25% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 466,576 | $6.77M | 3.78% | +20.0% | Added |
| American Century Companies Inc | 485,773 | $7.05M | 0.01% | +73,726+17.9% | Added |
| Calamos Advisors LLC | 521,084 | $7.56M | 0.04% | −89,420−14.6% | Reduced |
| Voya Investment Management LLC | 520,856 | $7.66M | 0.01% | +6,070+1.2% | Added |
| HSBC Holdings PLC | 574,791 | $8.49M | 0.02% | −306,248−34.8% | Reduced |
| LGT Group Foundation | 636,524 | $9.34M | 0.36% | +26,100+4.3% | Added |
| Polar Capital Holdings Plc | 624,490 | $9.47M | 0.08% | −113,359−15.4% | Reduced |
| Eaton Vance Management | 652,780 | $9.47M | 0.01% | −1990.0% | Reduced |
| Capital Group Private Client Services, Inc. | 691,749 | $10.1M | 0.14% | −11,683−1.7% | Reduced |
| Janney Capital Management LLC | 719,771 | $10.4M | 0.85% | +3,323+0.5% | Added |
| Acadian Asset Management LLC | 728,844 | $10.7M | 0.06% | +728,844 | New |
| Pictet North America Advisors SA | 729,955 | $10.7M | 1.71% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 745,883 | $10.8M | 0.22% | −380,457−33.8% | Reduced |
| USS Investment Management Ltd | 751,848 | $11.0M | 0.17% | −653,055−46.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 794,624 | $11.8M | 0.03% | −161,702−16.9% | Reduced |
| Alliancebernstein L.P. | 816,414 | $11.8M | 0.01% | +7,443+0.9% | Added |
| TD Asset Management Inc | 811,143 | $11.9M | 0.01% | −29,172−3.5% | Reduced |
| National Bank of Canada | 832,076 | $12.2M | 0.07% | +6,676+0.8% | Added |
| Edmond de Rothschild Holding S.A. | 1,084,296 | $16.0M | 0.43% | −18,839−1.7% | Reduced |
| Franklin Resources Inc | 1,224,026 | $17.8M | 0.01% | −51,961−4.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,225,457 | $18.0M | 0.31% | +1,225,457 | New |
| Wells Fargo & Company | 1,260,184 | $18.3M | 0.01% | −70,102−5.3% | Reduced |
| Black Diamond Capital Management, L.L.C. | 1,268,089 | $18.4M | 11.22% | +456,000+56.2% | Added |
| Raymond James & Associates | 1,351,000 | $19.6M | 0.02% | −87,680−6.1% | Reduced |