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, Q4 2022
Institutional positions in UBS Group AG as of Dec 31, 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
- 378
- +17 vs. Q3 2022
- Shares held
- 1.26B
- −5.90M (−0.5%) vs. Q3 2022
- Total value
- $23.6B
- +$5.07B (+27.4%) vs. Q3 2022
- New holders
- 62
- 118 more added
- Sold out
- 45
- 148 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 159,315,717 | $2.97B | 2.04% | +1,711,400+1.1% | Added |
| Massachusetts Financial Services Co | 132,059,609 | $2.47B | 0.86% | +1,258,049+1.0% | Added |
| UBS Group AG | 121,007,704 | $2.26B | 1.08% | −1,405,466−1.1% | Reduced |
| Norges Bank | 117,305,480 | $2.18B | 0.53% | −5,863,770−4.8% | Reduced |
| Vanguard Group Inc | 108,860,630 | $2.03B | 0.06% | −519,903−0.5% | Reduced |
| Credit Suisse AG | 98,021,281 | $1.83B | 1.97% | −5,831,328−5.6% | Reduced |
| Wellington Management Group LLP | 47,705,075 | $887.1M | 0.18% | −3,641,463−7.1% | Reduced |
| Goldman Sachs Group Inc | 45,066,018 | $841.4M | 0.24% | +11,491,181+34.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,421,063 | $807.5M | 4.31% | +560,250+1.3% | Added |
| Pictet Asset Management SA | 31,398,658 | $583.9M | 0.84% | +574,144+1.9% | Added |
| FMR LLC | 22,916,481 | $427.6M | 0.04% | −907,198−3.8% | Reduced |
| Amundi | 20,384,259 | $416.2M | 0.23% | +987,293+5.1% | Added |
| JPMorgan Chase & Co | 21,621,237 | $403.7M | 0.06% | +4,518,549+26.4% | Added |
| Deutsche Bank AG | 16,853,941 | $314.7M | 0.18% | −1,051,018−5.9% | Reduced |
| Vontobel Holding Ltd. | 15,297,820 | $285.9M | 2.89% | −1,889,494−11.0% | Reduced |
| Allianz Asset Management GmbH | 14,934,730 | $277.7M | 0.62% | −170,404−1.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,771,885 | $274.8M | 0.49% | +660,031+4.7% | Added |
| AXA S.A. | 11,456,432 | $213.9M | 0.77% | +154,722+1.4% | Added |
| Royal Bank of Canada | 10,389,798 | $194.0M | 0.06% | +1,633,005+18.6% | Added |
| Russell Investments Group, Ltd. | 10,407,879 | $193.6M | 0.40% | −688,956−6.2% | Reduced |
| Morgan Stanley | 9,682,327 | $180.8M | 0.02% | +520,403+5.7% | Added |
| Bank of America Corp | 9,305,093 | $173.7M | 0.02% | +139,657+1.5% | Added |
| DekaBank Deutsche Girozentrale | 9,039,098 | $168.8M | 0.45% | −1,198,455−11.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,018,365 | $168.3M | 0.13% | −551,715−5.8% | Reduced |
| FIL Ltd | 7,715,733 | $143.6M | 0.17% | −795,687−9.3% | Reduced |
| Bank of New York Mellon Corp | 6,929,307 | $128.9M | 0.03% | −162,472−2.3% | Reduced |
| Banque Cantonale Vaudoise | 6,126,841 | $113.9M | 5.97% | −509,396−7.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,812,926 | $108.1M | 0.58% | −812,996−12.3% | Reduced |
| Aviva PLC | 5,737,956 | $106.8M | 0.53% | +456,940+8.7% | Added |
| Marshall Wace, LLP | 5,522,361 | $102.7M | 0.26% | +5,286,562+2,242.0% | Added |
| Canada Pension Plan Investment Board | 5,314,480 | $98.8M | 0.18% | −498,096−8.6% | Reduced |
| Korea Investment CORP | 5,185,239 | $96.4M | 0.30% | −610,490−10.5% | Reduced |
| Natixis Advisors, L.P. | 4,504,835 | $84.1M | 0.32% | +701,804+18.5% | Added |
| ARGA Investment Management, LP | 4,456,618 | $82.9M | 3.54% | +379,425+9.3% | Added |
| Pzena Investment Management LLC | 4,356,997 | $81.3M | 0.36% | −574,420−11.6% | Reduced |
| Thornburg Investment Management Inc | 4,276,934 | $79.6M | 1.35% | 00.0% | Unchanged |
| Bank of Montreal | 4,131,755 | $77.7M | 0.06% | +1,846,204+80.8% | Added |
| Royal London Asset Management Ltd | 4,094,741 | $76.4M | 0.34% | −70,490−1.7% | Reduced |
| M&G Investment Management Ltd | 3,779,528 | $69.5M | 0.52% | −782,691−17.2% | Reduced |
| Invesco Ltd. | 3,671,145 | $68.5M | 0.02% | −951,995−20.6% | Reduced |
| Capital International Investors | 3,342,721 | $62.3M | 0.02% | −27,325−0.8% | Reduced |
| Neuberger Berman Group LLC | 2,790,986 | $52.0M | 0.05% | −841,309−23.2% | Reduced |
| Great West Life Assurance Co | 2,732,029 | $51.1M | 0.13% | −54,882−2.0% | Reduced |
| BlackRock Inc. | 2,662,338 | $49.7M | 0.00% | +4,725+0.2% | Added |
| Todd Asset Management LLC | 2,438,379 | $45.5M | 1.11% | +7,571+0.3% | Added |
| Citigroup Inc | 2,384,126 | $44.3M | 0.06% | +870,691+57.5% | Added |
| Ameriprise Financial Inc | 2,306,984 | $43.2M | 0.01% | −258,872−10.1% | Reduced |
| Captrust Financial Advisors | 2,288,664 | $42.7M | 0.22% | −33,637−1.4% | Reduced |
| Janus Henderson Group PLC | 2,059,828 | $38.3M | 0.03% | −159,186−7.2% | Reduced |
| Clark Capital Management Group, Inc. | 1,986,344 | $37.1M | 0.34% | +391,633+24.6% | Added |
| Northern Trust Corp | 1,914,744 | $35.7M | 0.01% | −122,410−6.0% | Reduced |
| Banque Pictet & Cie SA | 1,833,863 | $34.1M | 0.36% | −1,073,088−36.9% | Reduced |
| Compagnie Lombard Odier SCmA | 1,819,089 | $33.8M | 0.91% | +221,590+13.9% | Added |
| Border to Coast Pensions Partnership Ltd | 1,786,240 | $33.2M | 1.06% | +59,242+3.4% | Added |
| State of Tennessee, Treasury Department | 1,757,673 | $32.7M | 0.15% | +125,144+7.7% | Added |
| Susquehanna Fundamental Investments, LLC | 1,592,453 | $29.7M | 0.51% | +366,996+29.9% | Added |
| Public Sector Pension Investment Board | 1,521,856 | $28.3M | 0.23% | −557,452−26.8% | Reduced |
| Zurich Insurance Group Ltd | 1,518,763 | $28.3M | 0.40% | −317,431−17.3% | Reduced |
| Manufacturers Life Insurance Company, The | 1,380,468 | $25.7M | 0.02% | −75,948−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,361,250 | $25.4M | 0.27% | +2,400+0.2% | Added |
| Raymond James & Associates | 1,274,647 | $23.8M | 0.02% | −76,353−5.7% | Reduced |
| Envestnet Asset Management Inc | 1,269,595 | $23.7M | 0.01% | −131,057−9.4% | Reduced |
| Wells Fargo & Company | 1,184,932 | $22.1M | 0.01% | −75,252−6.0% | Reduced |
| Balyasny Asset Management LLC | 1,158,986 | $21.6M | 0.08% | −491,910−29.8% | Reduced |
| Two Sigma Advisers, LP | 1,056,755 | $19.7M | 0.06% | −596,230−36.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,030,868 | $19.2M | 0.45% | −53,428−4.9% | Reduced |
| Black Diamond Capital Management, L.L.C. | 1,028,089 | $19.2M | 11.78% | −240,000−18.9% | Reduced |
| Exane Asset Management | 930,971 | $17.3M | 11.11% | −1,408,831−60.2% | Reduced |
| Franklin Resources Inc | 923,853 | $17.2M | 0.01% | −300,173−24.5% | Reduced |
| Jupiter Asset Management Ltd | 911,681 | $16.9M | 0.25% | −640,517−41.3% | Reduced |
| Acadian Asset Management LLC | 786,598 | $14.6M | 0.07% | +57,754+7.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 780,095 | $14.5M | 0.04% | −14,529−1.8% | Reduced |
| TD Asset Management Inc | 759,643 | $14.1M | 0.02% | −51,500−6.3% | Reduced |
| USS Investment Management Ltd | 751,848 | $14.0M | 0.20% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 740,869 | $13.8M | 0.01% | −75,545−9.3% | Reduced |
| Pictet North America Advisors SA | 732,295 | $13.6M | 2.34% | +2,340+0.3% | Added |
| Janney Capital Management LLC | 729,330 | $13.6M | 0.97% | +9,559+1.3% | Added |
| Tocqueville Asset Management L.P. | 691,883 | $12.9M | 0.25% | −54,000−7.2% | Reduced |
| Capital Group Private Client Services, Inc. | 676,761 | $12.6M | 0.16% | −14,988−2.2% | Reduced |
| LGT Group Foundation | 672,883 | $12.5M | 0.39% | +36,359+5.7% | Added |
| Mutual of America Capital Management LLC | 665,306 | $12.4M | 0.15% | +665,306 | New |
| American Century Companies Inc | 621,796 | $11.6M | 0.01% | +136,023+28.0% | Added |
| Polar Capital Holdings Plc | 626,773 | $11.3M | 0.09% | +2,283+0.4% | Added |
| National Bank of Canada | 542,142 | $10.2M | 0.03% | −289,934−34.8% | Reduced |
| Lord, Abbett & Co. LLC | 508,192 | $9.46M | 0.03% | +508,192 | New |
| Channing Global Advisors, LLC | 498,598 | $9.27M | 10.65% | +153,017+44.3% | Added |
| Henry James International Management, Inc. | 464,863 | $8.68M | 4.19% | −1,713−0.4% | Reduced |
| Voya Investment Management LLC | 459,375 | $8.54M | 0.01% | −61,481−11.8% | Reduced |
| Calamos Advisors LLC | 413,690 | $7.72M | 0.04% | −107,394−20.6% | Reduced |
| Renaissance Group LLC | 397,378 | $7.42M | 0.36% | −19,288−4.6% | Reduced |
| Baader Bank INC | 380,000 | $7.07M | 0.65% | +380,000 | New |
| Optiver Holding B.V. | 375,648 | $6.99M | 0.42% | +357,911+2,017.9% | Added |
| CIBC World Markets Inc. | 371,442 | $6.91M | 0.03% | −33,023−8.2% | Reduced |
| Credit Agricole S A | 366,594 | $6.84M | 0.25% | +54,011+17.3% | Added |
| HSBC Holdings PLC | 361,369 | $6.74M | 0.01% | −213,422−37.1% | Reduced |
| Contravisory Investment Management, Inc. | 349,237 | $6.52M | 1.81% | +8,043+2.4% | Added |
| Susquehanna International Group, LLP | 331,386 | $6.19M | 0.01% | +122,109+58.3% | Added |
| Value Partners Investments Inc. | 323,494 | $6.04M | 0.52% | −3,185−1.0% | Reduced |
| Assenagon Asset Management S.A. | 316,208 | $5.88M | 0.02% | +105,494+50.1% | Added |
| First Trust Advisors LP | 297,042 | $5.54M | 0.01% | −4,172−1.4% | Reduced |