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 |
|---|---|---|---|---|---|
| Kula Investments, LLC | 11,894 | $222.1K | 0.08% | +11,894 | New |
| CVA Family Office, LLC | 12,000 | $224.0K | 0.05% | +12,000 | New |
| FDx Advisors, Inc. | 12,272 | $229.0K | 0.01% | −2,098−14.6% | Reduced |
| Synovus Financial Corp | 12,284 | $229.3K | 0.00% | +227+1.9% | Added |
| Ascent Group, LLC | 12,610 | $235.4K | 0.03% | +2,041+19.3% | Added |
| Pinnacle Associates Ltd | 12,641 | $236.0K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 12,700 | $237.0K | 0.03% | −4,950−28.0% | Reduced |
| 180 Wealth Advisors, LLC | 10,948 | $237.4K | 0.06% | −3,897−26.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 13,114 | $244.8K | 0.10% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 13,135 | $245.2K | 0.28% | +13,135 | New |
| First National Bank of Hutchinson | 13,242 | $247.2K | 0.21% | +205+1.6% | Added |
| Bleakley Financial Group, LLC | 13,540 | $252.8K | 0.01% | +13,540 | New |
| First Republic Investment Management, Inc. | 13,868 | $258.9K | 0.00% | +948+7.3% | Added |
| swisspartners Advisors Ltd | 14,000 | $260.5K | 0.23% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 14,514 | $271.0K | 0.03% | −3,651−20.1% | Reduced |
| AE Wealth Management LLC | 14,607 | $272.7K | 0.00% | −278−1.9% | Reduced |
| Glenmede Trust Co NA | 14,677 | $274.0K | 0.00% | +443+3.1% | Added |
| Ballentine Partners, LLC | 15,076 | $281.5K | 0.01% | +116+0.8% | Added |
| Henshaw Capital LLC | 15,299 | $285.6K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 15,544 | $290.2K | 0.02% | −2,133−12.1% | Reduced |
| Deuterium Capital Management, LLC | 16,879 | $290.4K | 0.87% | +5,723+51.3% | Added |
| Capital Asset Advisory Services LLC | 14,266 | $290.6K | 0.02% | −31,176−68.6% | Reduced |
| Soltis Investment Advisors LLC | 15,651 | $292.2K | 0.04% | +15,651 | New |
| Charles Schwab Investment Management Inc | 15,705 | $293.2K | 0.00% | +15,705 | New |
| Checchi Capital Advisers, LLC | 16,243 | $303.3K | 0.03% | +1,178+7.8% | Added |
| Sage Rhino Capital LLC | 16,391 | $306.0K | 0.10% | +756+4.8% | Added |
| Lindbrook Capital, LLC | 16,421 | $306.6K | 0.04% | +6,307+62.4% | Added |
| Ethic Inc. | 16,706 | $311.9K | 0.02% | +16,706 | New |
| Oppenheimer & Co Inc | 16,747 | $312.7K | 0.01% | −586−3.4% | Reduced |
| Clearstead Advisors, LLC | 16,916 | $315.8K | 0.02% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 17,040 | $318.1K | 0.20% | −3,560−17.3% | Reduced |
| Zhang Financial LLC | 17,616 | $328.9K | 0.04% | +7,156+68.4% | Added |
| CI Private Wealth, LLC | 17,691 | $329.4K | 0.00% | +17,691 | New |
| Gallacher Capital Management LLC | 17,886 | $333.9K | 0.20% | +17,886 | New |
| Prudential Financial Inc | 18,076 | $337.5K | 0.00% | +912+5.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 18,203 | $339.8K | 0.00% | −939−4.9% | Reduced |
| MQS Management LLC | 18,594 | $347.1K | 0.24% | +18,594 | New |
| Argonautica Private Wealth Management, Inc | 18,640 | $348.0K | 0.18% | +18,640 | New |
| Susquehanna International Group Ltd. | 18,813 | $349.9K | 0.16% | +18,813 | New |
| Mount Yale Investment Advisors, LLC | 18,750 | $350.1K | 0.04% | −2,895−13.4% | Reduced |
| M&T Bank Corp | 19,053 | $356.0K | 0.00% | −61−0.3% | Reduced |
| Colony Group LLC | 19,200 | $358.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 19,527 | $364.6K | 0.00% | +2,878+17.3% | Added |
| Fisher Asset Management, LLC | 19,596 | $366.0K | 0.00% | −4,687−19.3% | Reduced |
| Evergreen Capital Management LLC | 19,733 | $368.4K | 0.02% | +6,643+50.7% | Added |
| Chapin Davis, Inc. | 20,000 | $373.4K | 0.22% | +20,000 | New |
| Levin Capital Strategies, L.P. | 20,000 | $373.4K | 0.05% | +20,000 | New |
| Ronald Blue Trust, Inc. | 26,016 | $377.0K | 0.01% | +14,368+123.4% | Added |
| Kathmere Capital Management, LLC | 21,172 | $395.3K | 0.07% | +21,172 | New |
| Janney Montgomery Scott LLC | 21,625 | $404.0K | 0.00% | +1,529+7.6% | Added |
| Boston Private Wealth LLC | 22,100 | $412.6K | 0.01% | −1,795−7.5% | Reduced |
| Commonwealth Equity Services, LLC | 22,292 | $416.0K | 0.00% | +4,094+22.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,504 | $420.0K | 0.00% | −1,744−7.2% | Reduced |
| National Asset Management, Inc. | 22,639 | $422.7K | 0.01% | −3,580−13.7% | Reduced |
| Gradient Investments LLC | 22,725 | $424.3K | 0.01% | −941−4.0% | Reduced |
| Studio Investment Management LLC | 22,786 | $425.4K | 0.14% | +879+4.0% | Added |
| Financial Counselors Inc | 24,257 | $453.0K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 25,208 | $470.6K | 0.01% | +13,875+122.4% | Added |
| Old National Bancorp | 25,388 | $474.0K | 0.01% | −285−1.1% | Reduced |
| Spire Wealth Management | 25,400 | $474.0K | 0.03% | +4,677+22.6% | Added |
| Baker Ellis Asset Management LLC | 25,600 | $478.0K | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 25,639 | $478.7K | 0.01% | +8,451+49.2% | Added |
| Vise Technologies, Inc. | 27,218 | $508.2K | 0.16% | −2,518−8.5% | Reduced |
| Atlas Capital Advisors LLC | 28,004 | $522.8K | 0.09% | −22,579−44.6% | Reduced |
| Quadrant Capital Group LLC | 28,120 | $525.0K | 0.06% | +2,280+8.8% | Added |
| Tradewinds, LLC. | 12,496 | $537.7K | 0.57% | +12,496 | New |
| Cookson Peirce & Co Inc | 29,067 | $543.0K | 0.04% | +100+0.3% | Added |
| Private Advisor Group, LLC | 41,064 | $547.4K | 0.03% | +6,024+17.2% | Added |
| Lake Street Advisors Group, LLC | 31,061 | $580.0K | 0.04% | −2,841−8.4% | Reduced |
| Oppenheimer Asset Management Inc. | 31,506 | $588.2K | 0.01% | −1,617−4.9% | Reduced |
| Advisor Partners II, LLC | 31,675 | $591.4K | 0.04% | +10,189+47.4% | Added |
| Horizon Investments, LLC | 32,050 | $598.0K | 0.02% | +32,050 | New |
| Raymond James Trust N.A. | 32,089 | $599.0K | 0.02% | −3,089−8.8% | Reduced |
| Clarius Group, LLC | 32,658 | $609.0K | 0.05% | +8,626+35.9% | Added |
| Kestra Advisory Services, LLC | 32,799 | $612.4K | 0.01% | +3,049+10.2% | Added |
| Cetera Investment Advisers | 32,838 | $613.1K | 0.01% | +10,607+47.7% | Added |
| Lingohr & Partner Asset Management GmbH | 33,228 | $620.0K | 1.74% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 33,698 | $627.0K | 0.00% | −9,964−22.8% | Reduced |
| Morningstar Investment Services LLC | 32,802 | $635.0K | 0.01% | −1,143−3.4% | Reduced |
| Quantinno Capital Management LP | 34,937 | $652.0K | 0.05% | +34,937 | New |
| Rehmann Capital Advisory Group | 35,879 | $669.9K | 0.07% | −2,994−7.7% | Reduced |
| Gabelli Funds LLC | 37,000 | $690.8K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 38,147 | $712.2K | 0.01% | +38,147 | New |
| SOL Capital Management CO | 39,580 | $739.0K | 0.13% | 00.0% | Unchanged |
| Truist Financial Corp | 40,525 | $756.6K | 0.00% | +2,454+6.4% | Added |
| D. E. Shaw & Co., Inc. | 40,588 | $757.8K | 0.00% | +27,288+205.2% | Added |
| Vestmark Advisory Solutions, Inc. | 40,607 | $758.1K | 0.04% | −1,657−3.9% | Reduced |
| MML Investors Services, LLC | 42,162 | $787.0K | 0.01% | +4,351+11.5% | Added |
| Nordwand Advisors, LLC | 45,220 | $844.3K | 0.11% | +45,220 | New |
| Advisors Asset Management, Inc. | 46,598 | $870.0K | 0.02% | −5,856−11.2% | Reduced |
| Investors Research Corp | 46,809 | $873.9K | 0.24% | −450−1.0% | Reduced |
| Eqis Capital Management, Inc. | 47,523 | $887.3K | 0.10% | −923−1.9% | Reduced |
| Qtron Investments LLC | 47,980 | $892.2K | 0.19% | +12,924+36.9% | Added |
| Greenleaf Trust | 48,248 | $901.0K | 0.01% | −999−2.0% | Reduced |
| BTC Capital Management, Inc. | 48,297 | $901.7K | 0.11% | −519−1.1% | Reduced |
| Park Avenue Securities LLC | 48,983 | $915.0K | 0.02% | +4,844+11.0% | Added |
| Campbell & CO Investment Adviser LLC | 49,264 | $917.3K | 0.22% | +38,678+365.4% | Added |
| Centennial Bank | 49,860 | $930.9K | 0.53% | +49,860 | New |
| Fifth Third Bancorp | 50,924 | $950.8K | 0.00% | −16,074−24.0% | Reduced |
| Liberty One Investment Management, LLC | 52,010 | $971.0K | 0.14% | −3,480−6.3% | Reduced |