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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 289,998 | $4.26M | 0.15% | +40,921+16.4% | Added |
| SEI Investments Co | 286,722 | $4.16M | 0.01% | −7,692−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 251,326 | $3.65M | 0.10% | −4,709−1.8% | Reduced |
| Mercer Global Advisors Inc | 241,006 | $3.50M | 0.02% | −4,172−1.7% | Reduced |
| Marshall Wace, LLP | 235,799 | $3.47M | 0.01% | +235,799 | New |
| MetLife Investment Management | 227,664 | $3.30M | 0.03% | −7,815−3.3% | Reduced |
| Assenagon Asset Management S.A. | 210,714 | $3.10M | 0.01% | +75,495+55.8% | Added |
| Susquehanna International Group, LLP | 209,277 | $3.05M | 0.01% | +30,697+17.2% | Added |
| Ensign Peak Advisors, Inc | 189,694 | $3.01M | 0.01% | −4,700−2.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 205,715 | $2.98M | 0.06% | +61,227+42.4% | Added |
| Clearbridge Investments, LLC | 203,363 | $2.95M | 0.00% | −4,387−2.1% | Reduced |
| Geode Capital Management, LLC | 194,394 | $2.82M | 0.00% | 00.0% | Unchanged |
| Parkwood LLC | 190,525 | $2.77M | 0.59% | −18,555−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 183,394 | $2.66M | 0.01% | −52,386−22.2% | Reduced |
| Brinker Capital Investments, LLC | 180,660 | $2.62M | 0.05% | −1,285−0.7% | Reduced |
| Leuthold Group, LLC | 175,340 | $2.54M | 0.38% | −72,846−29.4% | Reduced |
| Legal & General Group Plc | 169,475 | $2.49M | 0.00% | +169,475 | New |
| United Services Automobile Association | 168,482 | $2.47M | 0.07% | +9,887+6.2% | Added |
| Metropolitan Life Insurance Co | 167,581 | $2.46M | 0.12% | −2,589−1.5% | Reduced |
| Bridgeway Capital Management, LLC | 162,900 | $2.36M | 0.06% | 00.0% | Unchanged |
| Logan Capital Management Inc | 156,887 | $2.28M | 0.14% | +14,430+10.1% | Added |
| BNP Paribas Arbitrage, SA | 153,101 | $2.22M | 0.01% | +149,675+4,368.8% | Added |
| Power Corp of Canada | 150,515 | $2.21M | 0.33% | +150,515 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 136,831 | $2.10M | 0.46% | +124,906+1,047.4% | Added |
| Metis Global Partners, LLC | 141,988 | $2.08M | 0.34% | −12,053−7.8% | Reduced |
| RBF Capital, LLC | 140,000 | $2.03M | 0.17% | −10,000−6.7% | Reduced |
| Banco Santander, S.A. | 134,374 | $1.95M | 0.03% | −1,788−1.3% | Reduced |
| Ossiam | 130,739 | $1.92M | 0.06% | −31,630−19.5% | Reduced |
| Wetherby Asset Management Inc | 132,126 | $1.92M | 0.14% | −1,146−0.9% | Reduced |
| Mariner, LLC | 131,512 | $1.91M | 0.01% | +88,397+205.0% | Added |
| Boston Partners | 130,214 | $1.89M | 0.00% | −44,127−25.3% | Reduced |
| Nuveen Asset Management, LLC | 127,438 | $1.85M | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 125,000 | $1.81M | 1.26% | +125,000 | New |
| Independent Advisor Alliance | 124,572 | $1.81M | 0.11% | −3,502−2.7% | Reduced |
| KCS Wealth Advisory | 114,924 | $1.67M | 0.77% | +20,005+21.1% | Added |
| Hantz Financial Services, Inc. | 113,358 | $1.65M | 0.06% | +1,279+1.1% | Added |
| Legacy Wealth Asset Management, LLC | 110,978 | $1.61M | 0.70% | +110,978 | New |
| 1832 Asset Management L.P. | 110,483 | $1.60M | 0.00% | +8,012+7.8% | Added |
| Highland Capital Management, LLC | 105,671 | $1.53M | 0.12% | −28,843−21.4% | Reduced |
| LPL Financial LLC | 98,974 | $1.44M | 0.00% | −10,488−9.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 97,149 | $1.41M | 0.62% | −64−0.1% | Reduced |
| Thomas White International Ltd | 91,153 | $1.32M | 0.31% | +889+1.0% | Added |
| Jefferies Group LLC | 90,000 | $1.32M | 0.04% | +90,000 | New |
| British Columbia Investment Management Corp | 89,992 | $1.32M | 0.01% | +60+0.1% | Added |
| GQG Partners LLC | 86,039 | $1.26M | 0.00% | −2,475−2.8% | Reduced |
| Marietta Investment Partners LLC | 76,556 | $1.26M | 0.37% | −27,910−26.7% | Reduced |
| Stifel Financial Corp | 86,412 | $1.25M | 0.00% | +5,196+6.4% | Added |
| Citadel Advisors LLC | 86,361 | $1.25M | 0.00% | +60,061+228.4% | Added |
| Alaethes Wealth LLC | 81,113 | $1.18M | 0.87% | +4,451+5.8% | Added |
| Ergoteles LLC | 80,422 | $1.17M | 0.04% | +80,422 | New |
| NatWest Group plc | 79,911 | $1.16M | 0.67% | −134,280−62.7% | Reduced |
| Vident Investment Advisory, LLC | 91,502 | $1.15M | 0.04% | −71,215−43.8% | Reduced |
| Altman Advisors, Inc. | 78,305 | $1.14M | 0.72% | −2,106−2.6% | Reduced |
| Comerica Bank | 73,140 | $1.11M | 0.01% | +4,189+6.1% | Added |
| Ativo Capital Management LLC | 76,286 | $1.11M | 1.74% | +76,286 | New |
| Calamos Wealth Management LLC | 74,700 | $1.08M | 0.09% | −25,050−25.1% | Reduced |
| Mitchell Capital Management Co | 72,856 | $1.06M | 0.30% | −291−0.4% | Reduced |
| US Bancorp | 71,735 | $1.04M | 0.00% | +1,716+2.5% | Added |
| Laurel Wealth Advisors, Inc. | 69,509 | $1.01M | 0.11% | 00.0% | Unchanged |
| 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 |
| Cigna Investments Inc | 67,234 | $989.0K | 0.22% | +818+1.2% | Added |
| Two Sigma Securities, LLC | 67,794 | $984.0K | 0.14% | +67,794 | New |
| Fifth Third Bancorp | 66,998 | $972.0K | 0.01% | +25,683+62.2% | Added |
| Ritholtz Wealth Management | 66,926 | $971.0K | 0.05% | +21,945+48.8% | Added |
| Schechter Investment Advisors, LLC | 65,617 | $952.0K | 0.09% | −779−1.2% | Reduced |
| Creative Planning | 64,769 | $940.0K | 0.00% | +25,151+63.5% | Added |
| Pathstone Family Office, LLC | 63,321 | $928.7K | 0.02% | −6,754−9.6% | Reduced |
| swisspartners Ltd. | 62,229 | $912.0K | 0.94% | +1,701+2.8% | Added |
| The PNC Financial Services Group, Inc. | 61,726 | $895.0K | 0.00% | +2,231+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 60,943 | $884.0K | 0.00% | −227,117−78.8% | Reduced |
| Yousif Capital Management, LLC | 58,911 | $855.0K | 0.01% | +4,730+8.7% | Added |
| Money Concepts Capital Corp | 56,664 | $822.0K | 0.05% | +55,596+5,205.6% | Added |
| Liberty One Investment Management, LLC | 55,490 | $805.0K | 0.13% | −14,529−20.8% | Reduced |
| First Hawaiian Bank | 53,809 | $781.0K | 0.03% | −408−0.8% | Reduced |
| Forum Financial Management, LP | 53,533 | $777.0K | 0.04% | 00.0% | Unchanged |
| Veriti Management LLC | 53,467 | $776.0K | 0.11% | +412+0.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 53,390 | $775.0K | 0.57% | +825+1.6% | Added |
| Advisors Asset Management, Inc. | 52,454 | $761.0K | 0.02% | −7,039−11.8% | Reduced |
| Signaturefd, LLC | 51,231 | $743.0K | 0.03% | +6,343+14.1% | Added |
| Atlas Capital Advisors LLC | 50,583 | $734.0K | 0.13% | 00.0% | Unchanged |
| Greenleaf Trust | 49,247 | $715.0K | 0.01% | −315−0.6% | Reduced |
| BTC Capital Management, Inc. | 48,816 | $713.0K | 0.09% | +7,977+19.5% | Added |
| Eqis Capital Management, Inc. | 48,446 | $702.9K | 0.08% | −3,603−6.9% | Reduced |
| Investors Research Corp | 47,259 | $686.0K | 0.21% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 45,442 | $659.0K | 0.09% | −17,040−27.3% | Reduced |
| Park Avenue Securities LLC | 44,139 | $640.0K | 0.01% | +4,345+10.9% | Added |
| HighTower Advisors, LLC | 43,662 | $635.0K | 0.00% | +1,360+3.2% | Added |
| Trexquant Investment LP | 42,784 | $621.0K | 0.02% | −30,838−41.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 42,264 | $613.0K | 0.03% | −2,648−5.9% | Reduced |
| SOL Capital Management CO | 39,580 | $574.0K | 0.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 38,873 | $564.0K | 0.06% | +5,137+15.2% | Added |
| Truist Financial Corp | 38,071 | $553.0K | 0.00% | −4,385−10.3% | Reduced |
| MML Investors Services, LLC | 37,811 | $549.0K | 0.00% | +4,600+13.9% | Added |
| Morningstar Investment Services LLC | 33,945 | $541.0K | 0.01% | +1,912+6.0% | Added |
| Gabelli Funds LLC | 37,000 | $537.0K | 0.00% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 33,228 | $527.0K | 1.45% | +606+1.9% | Added |
| Qtron Investments LLC | 35,056 | $516.0K | 0.13% | −9,253−20.9% | Reduced |
| Raymond James Trust N.A. | 35,178 | $510.0K | 0.02% | −1,781−4.8% | Reduced |
| Private Advisor Group, LLC | 35,040 | $508.0K | 0.01% | −14,349−29.1% | Reduced |