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 |
|---|---|---|---|---|---|
| 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 |
| Oppenheimer Asset Management Inc. | 33,123 | $481.0K | 0.01% | +539+1.7% | Added |
| Kestra Advisory Services, LLC | 29,750 | $432.0K | 0.00% | +9,988+50.5% | Added |
| Vise Technologies, Inc. | 29,736 | $431.0K | 0.16% | +6,617+28.6% | Added |
| Cookson Peirce & Co Inc | 28,967 | $420.0K | 0.03% | −2,328−7.4% | Reduced |
| Susquehanna International Securities, Ltd. | 27,617 | $410.0K | 0.80% | +17,251+166.4% | Added |
| Winning Points Advisors, LLC | 27,202 | $409.0K | 0.50% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 27,853 | $404.0K | 0.03% | +27,853 | New |
| National Asset Management, Inc. | 26,219 | $383.0K | 0.01% | +1,222+4.9% | Added |
| HRT Financial LP | 26,332 | $382.0K | 0.00% | +26,332 | New |
| Quadrant Capital Group LLC | 25,840 | $375.0K | 0.05% | +3,999+18.3% | Added |
| Old National Bancorp | 25,673 | $373.0K | 0.01% | −21−0.1% | Reduced |
| Baker Ellis Asset Management LLC | 25,600 | $371.0K | 0.08% | +500+2.0% | 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 |
| Clarius Group, LLC | 24,032 | $349.0K | 0.03% | +6,570+37.6% | Added |
| Boston Private Wealth LLC | 23,895 | $347.0K | 0.01% | +10,014+72.1% | Added |
| Gradient Investments LLC | 23,666 | $343.0K | 0.01% | −629−2.6% | Reduced |
| Cetera Investment Advisers | 22,231 | $323.0K | 0.01% | −195−0.9% | Reduced |
| Studio Investment Management LLC | 21,907 | $317.9K | 0.11% | +320+1.5% | Added |
| 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 |
| Advisor Partners II, LLC | 21,486 | $312.0K | 0.02% | +21,486 | New |
| Spire Wealth Management | 20,723 | $301.0K | 0.02% | −1,072−4.9% | Reduced |
| American Trust Investment Advisors, LLC | 20,600 | $299.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| Corient Capital Partners, LLC | 17,956 | $291.0K | 0.02% | +309+1.8% | Added |
| Moore Capital Management, LP | 20,000 | $290.0K | 0.01% | +20,000 | New |
| Colony Group LLC | 19,200 | $279.0K | 0.00% | +340+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,142 | $278.0K | 0.00% | +3,941+25.9% | Added |
| M&T Bank Corp | 19,114 | $277.0K | 0.00% | +438+2.3% | Added |
| Dorsey & Whitney Trust CO LLC | 18,165 | $265.0K | 0.03% | +18,165 | New |
| Commonwealth Equity Services, LLC | 18,198 | $264.0K | 0.00% | −691−3.7% | Reduced |
| Optiver Holding B.V. | 17,737 | $263.0K | 0.00% | +17,737 | New |
| 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 |
| 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 |
| Sequoia Financial Advisors, LLC | 17,188 | $249.0K | 0.01% | −408−2.3% | Reduced |
| Clearstead Advisors, LLC | 16,916 | $245.0K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 16,825 | $244.0K | 0.02% | −21,073−55.6% | Reduced |
| Cerity Partners LLC | 16,649 | $241.0K | 0.00% | +1,861+12.6% | Added |
| 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 |
| Sage Rhino Capital LLC | 15,635 | $227.0K | 0.09% | −723−4.4% | Reduced |
| Henshaw Capital LLC | 15,299 | $222.0K | 0.02% | −22,591−59.6% | Reduced |
| Checchi Capital Advisers, LLC | 15,065 | $219.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 14,960 | $218.0K | 0.01% | −583−3.8% | Reduced |
| AE Wealth Management LLC | 14,885 | $216.0K | 0.00% | −166−1.1% | Reduced |
| 180 Wealth Advisors, LLC | 14,845 | $215.0K | 0.06% | +14,845 | New |
| Cresset Asset Management, LLC | 14,582 | $212.0K | 0.00% | −59−0.4% | Reduced |
| Bridgewater Advisors Inc. | 14,556 | $211.0K | 0.06% | +14,556 | New |
| FDx Advisors, Inc. | 14,370 | $209.0K | 0.01% | +308+2.2% | Added |
| Glenmede Trust Co NA | 14,234 | $206.0K | 0.00% | −358−2.5% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $205.0K | 0.20% | 00.0% | Unchanged |
| Bokf, NA | 13,824 | $201.0K | 0.00% | −648−4.5% | Reduced |
| Gitterman Wealth Management, LLC | 13,734 | $197.0K | 0.20% | +1,602+13.2% | Added |
| D. E. Shaw & Co., Inc. | 13,300 | $193.0K | 0.00% | +13,300 | New |
| 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 |
| 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 |
| First Republic Investment Management, Inc. | 12,920 | $187.0K | 0.00% | +12,920 | New |
| Blueshift Asset Management, LLC | 12,811 | $186.0K | 0.04% | +12,811 | New |
| Pinnacle Associates Ltd | 12,641 | $183.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,239 | $178.0K | 0.01% | −2,022−14.2% | Reduced |
| Synovus Financial Corp | 12,057 | $175.0K | 0.00% | −1,351−10.1% | Reduced |
| Voloridge Investment Management, LLC | 11,914 | $173.0K | 0.00% | +11,914 | New |
| Verition Fund Management LLC | 11,787 | $171.0K | 0.00% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 11,606 | $170.7K | 0.01% | −379−3.2% | Reduced |
| 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 |
| 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 |
| Wrapmanager Inc | 11,139 | $162.0K | 0.05% | −3,273−22.7% | Reduced |
| Deuterium Capital Management, LLC | 11,156 | $161.0K | 0.67% | 00.0% | Unchanged |
| Commerce Bank | 11,022 | $160.0K | 0.00% | −172−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,874 | $158.0K | 0.00% | +418+4.0% | Added |
| Select Asset Management & Trust | 10,750 | $156.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| Stephens Inc | 10,518 | $153.0K | 0.00% | −85−0.8% | Reduced |
| Zhang Financial LLC | 10,460 | $152.0K | 0.02% | +10,460 | New |
| Cozad Asset Management Inc | 10,363 | $150.0K | 0.02% | −3,537−25.4% | Reduced |
| Lindbrook Capital, LLC | 10,114 | $147.0K | 0.02% | +1,227+13.8% | Added |
| 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 |
| Diligent Investors, LLC | 10,000 | $145.0K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 9,581 | $139.0K | 0.02% | +6,442+205.2% | Added |
| Selective Wealth Management, Inc. | 8,528 | $124.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 7,391 | $107.2K | 0.00% | −56−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 6,296 | $90.0K | 0.00% | +5+0.1% | Added |
| Aquatic Capital Management LLC | 6,100 | $89.0K | 0.01% | −700−10.3% | Reduced |
| TD Private Client Wealth LLC | 6,014 | $87.3K | 0.00% | −508−7.8% | Reduced |
| JFS Wealth Advisors, LLC | 5,676 | $82.0K | 0.01% | −2,587−31.3% | Reduced |
| CWM, LLC | 4,672 | $68.0K | 0.00% | −72−1.5% | Reduced |