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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 4,094 | $59.4K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 3,903 | $57.0K | 0.00% | +486+14.2% | Added |
| Bessemer Group Inc | 3,456 | $50.0K | 0.00% | +1,381+66.6% | Added |
| Creative Financial Designs Inc | 3,221 | $47.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,101 | $45.0K | 0.01% | −2,596−45.6% | Reduced |
| CKW Financial Group | 2,700 | $39.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,526 | $37.0K | 0.01% | +2,526 | New |
| Penserra Capital Management LLC | 2,439 | $35.0K | 0.00% | +2,439 | New |
| Accel Wealth Management | 2,068 | $33.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,161 | $31.0K | 0.00% | −6,114−73.9% | Reduced |
| Hexagon Capital Partners LLC | 2,106 | $31.0K | 0.01% | +1,267+151.0% | Added |
| Rosenberg Matthew Hamilton | 2,102 | $30.0K | 0.01% | +37+1.8% | Added |
| Mirabella Financial Services LLP | 12,844 | $30.0K | 0.00% | +12,844 | New |
| Harvest Fund Management Co., Ltd | 1,887 | $28.0K | 0.01% | +1,887 | New |
| Global Retirement Partners, LLC | 1,629 | $26.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,583 | $23.0K | 0.00% | +248+18.6% | Added |
| TD Waterhouse Canada Inc. | 1,375 | $22.3K | 0.00% | −300−17.9% | Reduced |
| Jones Financial Companies LLLP | 1,520 | $22.0K | 0.00% | −227−13.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,491 | $22.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,283 | $19.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,266 | $18.0K | 0.00% | −470−27.1% | Reduced |
| Vigilant Capital Management, LLC | 1,115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,115 | $16.0K | 0.00% | +274+32.6% | Added |
| Umb Bank N A | 1,016 | $15.0K | 0.00% | −1,455−58.9% | Reduced |
| Community Bank, N.A. | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 904 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 859 | $12.0K | 0.00% | −192−18.3% | Reduced |
| Massmutual Trust Co FSB | 793 | $12.0K | 0.00% | −40−4.8% | Reduced |
| Brown Brothers Harriman & Co | 770 | $11.0K | 0.00% | −2,368−75.5% | Reduced |
| Sargent Bickham Lagudis LLC | 645 | $9.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 531 | $8.00K | 0.00% | −169−24.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 505 | $7.33K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 505 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 496 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 451 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 456 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 434 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 405 | $6.00K | 0.00% | +15+3.8% | Added |
| Raffa Wealth Management, LLC | 353 | $5.12K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 331 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 326 | $4.00K | 0.00% | −583−64.1% | Reduced |
| Smithfield Trust Co | 291 | $4.00K | 0.00% | −353−54.8% | Reduced |
| Asset Dedication, LLC | 289 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 250 | $4.00K | 0.00% | −20−7.4% | Reduced |
| Schubert & Co | 291 | $4.00K | 0.00% | +30+11.5% | Added |
| Meeder Asset Management Inc | 307 | $4.00K | 0.00% | +225+274.4% | Added |
| MUFG Americas Holdings Corp | 212 | $3.00K | 0.00% | −237−52.8% | Reduced |
| Central Trust Co | 211 | $3.00K | 0.00% | +50+31.1% | Added |
| TD Ameritrade Investment Management, LLC | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 214 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 179 | $2.60K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 144 | $2.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 161 | $2.00K | 0.00% | +161 | New |
| Absolute Capital Management, LLC | 113 | $1.66K | 0.00% | +113 | New |
| University of Texas/Texas Am Investment Managment Co | 67 | $1.00K | 0.00% | +67 | New |
| Financial Synergies Wealth Advisors, Inc. | 46 | $668 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 7 | $0 | 0.00% | −169−96.0% | Reduced |
| Hudock, Inc. | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 601,220 | $0 | 0.00% | −212,488−26.1% | Reduced |
| O'Dell Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |