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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 635,062 | $0 | 0.00% | +33,842+5.6% | Added |
| McClarren Financial Advisors, Inc. | 16 | $0 | 0.00% | +16 | New |
| Financial Synergies Wealth Advisors, Inc. | 46 | $859 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 47 | $877 | 0.00% | +47 | New |
| Farther Finance Advisors, LLC | 56 | $1.05K | 0.00% | +56 | New |
| Fiduciary Alliance LLC | 100 | $1.87K | 0.00% | +100 | New |
| Federated Hermes, Inc. | 101 | $1.89K | 0.00% | −11−9.8% | Reduced |
| Financial Management Professionals, Inc. | 133 | $2.00K | 0.00% | −11−7.6% | Reduced |
| James Investment Research Inc | 100 | $2.00K | 0.00% | +100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 158 | $2.00K | 0.00% | +158 | New |
| Antonetti Capital Management LLC | 123 | $2.30K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 133 | $2.48K | 0.00% | −42−24.0% | Reduced |
| Parkside Financial Bank & Trust | 155 | $2.89K | 0.00% | +155 | New |
| Tower Research Capital LLC (TRC) | 149 | $3.00K | 0.00% | −2,012−93.1% | Reduced |
| Cornerstone Planning Group LLC | 145 | $3.05K | 0.00% | +145 | New |
| Column Capital Advisors, LLC | 167 | $3.12K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 169 | $3.15K | 0.00% | −122−41.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 212 | $4.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 214 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 217 | $4.05K | 0.00% | −33−13.2% | Reduced |
| Asset Dedication, LLC | 289 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 268 | $5.00K | 0.00% | +89+49.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 271 | $5.06K | 0.00% | +271 | New |
| Annapolis Financial Services, LLC | 309 | $5.77K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 331 | $6.18K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 456 | $6.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 393 | $7.34K | 0.00% | −12−3.0% | Reduced |
| Sound Income Strategies, LLC | 434 | $8.10K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 451 | $8.42K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 451 | $8.42K | 0.00% | +451 | New |
| Thomas White International Ltd | 454 | $8.48K | 0.00% | −90,699−99.5% | Reduced |
| Advisory Services Network, LLC | 455 | $8.49K | 0.00% | +455 | New |
| Earnest Partners LLC | 496 | $8.53K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 458 | $8.55K | 0.00% | +458 | New |
| Glass Jacobson Investment Advisors llc | 476 | $8.89K | 0.00% | +476 | New |
| Gables Capital Management Inc. | 500 | $9.34K | 0.01% | +500 | New |
| Federation des caisses Desjardins du Quebec | 505 | $9.43K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 505 | $9.43K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 505 | $9.44K | 0.00% | +179+54.9% | Added |
| Raffa Wealth Management, LLC | 520 | $9.71K | 0.00% | +167+47.3% | Added |
| Twin Tree Management, LP | 571 | $10.7K | 0.00% | −325,355−99.8% | Reduced |
| Montag A & Associates Inc | 577 | $10.8K | 0.00% | +577 | New |
| Allworth Financial LP | 620 | $11.6K | 0.00% | −239−27.8% | Reduced |
| JFS Wealth Advisors, LLC | 631 | $11.8K | 0.00% | −5,045−88.9% | Reduced |
| Sargent Bickham Lagudis LLC | 645 | $12.0K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 645 | $12.0K | 0.01% | +645 | New |
| Cary Street Partner Investment Advisory LLC | 836 | $15.6K | 0.00% | +836 | New |
| Corrado Advisors, LLC | 850 | $15.9K | 0.01% | +850 | New |
| BOK Financial Private Wealth, Inc. | 904 | $16.9K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,016 | $19.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,128 | $21.0K | 0.01% | +1,128 | New |
| Massmutual Trust Co FSB | 1,167 | $22.0K | 0.00% | +374+47.2% | Added |
| AdvisorNet Financial, Inc | 1,266 | $23.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,354 | $25.3K | 0.00% | +239+21.4% | Added |
| Hexagon Capital Partners LLC | 1,364 | $25.5K | 0.01% | −742−35.2% | Reduced |
| TD Waterhouse Canada Inc. | 1,310 | $27.0K | 0.00% | −65−4.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,451 | $27.0K | 0.00% | +168+13.1% | Added |
| Ten Capital Wealth Advisors, LLC | 1,491 | $27.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,623 | $30.0K | 0.00% | +103+6.8% | Added |
| Global Retirement Partners, LLC | 1,629 | $30.4K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,887 | $35.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 2,068 | $38.6K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,075 | $39.0K | 0.00% | −1,381−40.0% | Reduced |
| Belpointe Asset Management LLC | 2,199 | $41.1K | 0.00% | +2,199 | New |
| Rosenberg Matthew Hamilton | 2,457 | $45.9K | 0.02% | +355+16.9% | Added |
| First Manhattan Co | 2,506 | $46.8K | 0.00% | +2,506 | New |
| CKW Financial Group | 2,700 | $50.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,855 | $53.3K | 0.00% | +1,272+80.4% | Added |
| Creative Financial Designs Inc | 3,221 | $60.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,391 | $63.0K | 0.01% | +3,391 | New |
| Huntington National Bank | 3,962 | $74.0K | 0.00% | +59+1.5% | Added |
| Financial Perspectives, Inc | 4,094 | $76.4K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,188 | $77.0K | 0.00% | −2,108−33.5% | Reduced |
| Kapitalo Investimentos Ltda | 4,400 | $82.1K | 0.07% | +4,400 | New |
| Aquatic Capital Management LLC | 4,700 | $88.0K | 0.01% | −1,400−23.0% | Reduced |
| Proequities, Inc. | 5,557 | $103.7K | 0.01% | +5,557 | New |
| State of Wyoming | 5,930 | $110.7K | 0.04% | +5,930 | New |
| EverSource Wealth Advisors, LLC | 6,205 | $115.8K | 0.02% | +3,104+100.1% | Added |
| TD Private Client Wealth LLC | 6,353 | $118.6K | 0.01% | +339+5.6% | Added |
| CWM, LLC | 6,497 | $121.0K | 0.00% | +1,825+39.1% | Added |
| Penserra Capital Management LLC | 7,489 | $139.0K | 0.00% | +5,050+207.1% | Added |
| IFP Advisors, Inc | 8,862 | $145.0K | 0.00% | +128+1.5% | Added |
| Diligent Investors, LLC | 10,000 | $186.7K | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,196 | $190.4K | 0.06% | +10,196 | New |
| Parallel Advisors, LLC | 10,342 | $193.1K | 0.01% | −1,897−15.5% | Reduced |
| Cozad Asset Management Inc | 10,363 | $193.5K | 0.03% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,375 | $193.7K | 0.02% | +10,375 | New |
| Bokf, NA | 10,517 | $196.4K | 0.00% | −3,307−23.9% | Reduced |
| Stephens Inc | 10,518 | $196.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,267 | $196.6K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,619 | $198.3K | 0.02% | +10,619 | New |
| Wrapmanager Inc | 10,765 | $201.0K | 0.06% | −374−3.4% | Reduced |
| Select Asset Management & Trust | 10,750 | $201.0K | 0.24% | 00.0% | Unchanged |
| Commerce Bank | 10,780 | $201.3K | 0.00% | −242−2.2% | Reduced |
| Bridgefront Capital, LLC | 10,804 | $201.7K | 0.14% | +769+7.7% | Added |
| Cullen/Frost Bankers, Inc. | 10,874 | $203.0K | 0.00% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 11,666 | $216.9K | 0.01% | +60+0.5% | Added |
| Shilanski & Associates, Inc. | 11,728 | $219.0K | 0.10% | +11,728 | New |
| Verition Fund Management LLC | 11,787 | $220.1K | 0.00% | 00.0% | Unchanged |