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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 1,358,850 | $19.7M | 0.23% | +1,358,850 | New |
| Envestnet Asset Management Inc | 1,400,652 | $20.3M | 0.01% | −2,068−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 1,456,416 | $21.6M | 0.02% | +14,864+1.0% | Added |
| Citigroup Inc | 1,513,435 | $22.3M | 0.03% | −577,489−27.6% | Reduced |
| Jupiter Asset Management Ltd | 1,552,198 | $22.8M | 0.35% | +62,760+4.2% | Added |
| Clark Capital Management Group, Inc. | 1,594,711 | $23.1M | 0.30% | +50,071+3.2% | Added |
| Compagnie Lombard Odier SCmA | 1,597,499 | $23.5M | 0.68% | −1,621,151−50.4% | Reduced |
| Balyasny Asset Management LLC | 1,650,896 | $24.0M | 0.09% | +505,812+44.2% | Added |
| Two Sigma Advisers, LP | 1,652,985 | $24.0M | 0.07% | +6,900+0.4% | Added |
| State of Tennessee, Treasury Department | 1,632,529 | $24.0M | 0.12% | 00.0% | Unchanged |
| Border to Coast Pensions Partnership Ltd | 1,726,998 | $25.4M | 0.82% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 1,836,194 | $27.1M | 0.42% | −344,548−15.8% | Reduced |
| Brandes Investment Partners, LP | 1,908,172 | $27.7M | 0.72% | −93,006−4.6% | Reduced |
| Northern Trust Corp | 2,037,154 | $29.6M | 0.01% | −45,759−2.2% | Reduced |
| Public Sector Pension Investment Board | 2,079,308 | $30.6M | 0.26% | +330,211+18.9% | Added |
| Janus Henderson Group PLC | 2,219,014 | $32.6M | 0.02% | −71,304−3.1% | Reduced |
| Captrust Financial Advisors | 2,322,301 | $33.7M | 0.20% | +402,218+20.9% | Added |
| Todd Asset Management LLC | 2,430,808 | $35.3M | 0.99% | +137,557+6.0% | Added |
| Bank of Montreal | 2,285,551 | $36.7M | 0.03% | +5,677+0.2% | Added |
| Ameriprise Financial Inc | 2,565,856 | $37.4M | 0.01% | −3,363,431−56.7% | Reduced |
| Exane Asset Management | 2,339,802 | $37.8M | 25.21% | 00.0% | Unchanged |
| BlackRock Inc. | 2,657,613 | $38.6M | 0.00% | +27,582+1.0% | Added |
| Great West Life Assurance Co | 2,786,911 | $40.9M | 0.12% | −240,847−8.0% | Reduced |
| Banque Pictet & Cie SA | 2,906,951 | $42.8M | 0.47% | +863,073+42.2% | Added |
| Capital International Investors | 3,370,046 | $48.7M | 0.01% | −7,490−0.2% | Reduced |
| Mackenzie Financial Corp | 3,330,017 | $48.8M | 0.08% | −118,160−3.4% | Reduced |
| Neuberger Berman Group LLC | 3,632,295 | $53.4M | 0.06% | −598,532−14.1% | Reduced |
| Natixis Advisors, L.P. | 3,803,031 | $55.2M | 0.23% | +576,716+17.9% | Added |
| ARGA Investment Management, LP | 4,077,193 | $59.8M | 3.25% | +112,826+2.8% | Added |
| Royal London Asset Management Ltd | 4,165,231 | $60.3M | 0.31% | −189,873−4.4% | Reduced |
| Thornburg Investment Management Inc | 4,276,934 | $62.7M | 1.11% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 4,562,219 | $64.7M | 0.54% | −65,646−1.4% | Reduced |
| Invesco Ltd. | 4,623,140 | $67.1M | 0.02% | −1,220,010−20.9% | Reduced |
| Pzena Investment Management LLC | 4,931,417 | $71.6M | 0.36% | −156,614−3.1% | Reduced |
| Aviva PLC | 5,281,016 | $77.7M | 0.45% | +131,272+2.5% | Added |
| Korea Investment CORP | 5,795,729 | $85.2M | 0.26% | +181,597+3.2% | Added |
| Canada Pension Plan Investment Board | 5,812,576 | $85.5M | 0.15% | +412,243+7.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,625,922 | $97.4M | 0.56% | +1,650,265+33.2% | Added |
| Banque Cantonale Vaudoise | 6,636,237 | $97.6M | 5.57% | −501,473−7.0% | Reduced |
| Bank of New York Mellon Corp | 7,091,779 | $102.9M | 0.02% | −32,952−0.5% | Reduced |
| FIL Ltd | 8,511,420 | $123.5M | 0.16% | +1,534,316+22.0% | Added |
| Royal Bank of Canada | 8,756,793 | $127.1M | 0.04% | +180,263+2.1% | Added |
| Morgan Stanley | 9,161,924 | $132.9M | 0.02% | +381,989+4.4% | Added |
| Bank of America Corp | 9,165,436 | $133.0M | 0.02% | −138,190−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,570,080 | $140.8M | 0.12% | −715,956−7.0% | Reduced |
| DekaBank Deutsche Girozentrale | 10,237,553 | $153.5M | 0.45% | +1,876,940+22.4% | Added |
| Russell Investments Group, Ltd. | 11,096,835 | $163.2M | 0.36% | −100,645−0.9% | Reduced |
| AXA S.A. | 11,301,710 | $164.0M | 0.65% | +747,926+7.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,111,854 | $207.5M | 0.40% | +1,598,114+12.8% | Added |
| Allianz Asset Management GmbH | 15,105,134 | $222.2M | 0.51% | −5,767,112−27.6% | Reduced |
| JPMorgan Chase & Co | 17,102,688 | $248.2M | 0.04% | −1,331,248−7.2% | Reduced |
| Vontobel Holding Ltd. | 17,187,314 | $252.1M | 2.94% | −7,220,146−29.6% | Reduced |
| Deutsche Bank AG | 17,904,959 | $259.8M | 0.16% | −1,693,723−8.6% | Reduced |
| Amundi | 19,396,966 | $297.7M | 0.18% | +3,054,747+18.7% | Added |
| FMR LLC | 23,823,679 | $345.7M | 0.04% | +493,767+2.1% | Added |
| Pictet Asset Management SA | 30,824,514 | $453.3M | 0.67% | +2,603,064+9.2% | Added |
| Goldman Sachs Group Inc | 33,574,837 | $487.2M | 0.14% | +6,172,144+22.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,860,813 | $630.3M | 3.73% | +309,817+0.7% | Added |
| Wellington Management Group LLP | 51,346,538 | $755.1M | 0.16% | −1,350,215−2.6% | Reduced |
| Credit Suisse AG | 103,852,609 | $1.51B | 1.70% | −99,068−0.1% | Reduced |
| Vanguard Group Inc | 109,380,533 | $1.59B | 0.05% | −252,146−0.2% | Reduced |
| UBS Group AG | 122,413,170 | $1.78B | 1.01% | +8,716,057+7.7% | Added |
| Norges Bank | 123,169,250 | $1.81B | 0.48% | −25,785,582−17.3% | Reduced |
| Massachusetts Financial Services Co | 130,801,560 | $1.90B | 0.71% | −6,015,321−4.4% | Reduced |
| Dodge & Cox | 157,604,317 | $2.28B | 1.73% | +4,567,650+3.0% | Added |
| Columbia Asset Management | 272 | – | – | +272 | New |
| Sofos Investments, Inc. | 15 | – | – | +15 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −6,439−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −988,665−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −514,463−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −467,998−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −397,371−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −231,023−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −223,409−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −179,764−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −162,330−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −98,529−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −121,708−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −103,806−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −100,303−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −90,653−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −63,792−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −48,361−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −25,800−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −23,081−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −13,074−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −12,814−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −12,094−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −11,544−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −11,286−100.0% | Sold out |
| Syquant Capital SAS | 0 | $0 | 0.00% | −10,497−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −2,054−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| West Bancorporation Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |