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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 52,150 | $973.6K | 0.03% | +919+1.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 53,397 | $996.9K | 0.65% | +70.0% | Added |
| Forum Financial Management, LP | 53,543 | $999.6K | 0.03% | +100.0% | Added |
| Money Concepts Capital Corp | 53,624 | $1.00M | 0.04% | −3,040−5.4% | Reduced |
| First Hawaiian Bank | 53,906 | $1.01M | 0.04% | +97+0.2% | Added |
| Wexford Capital LP | 54,512 | $1.01M | 0.21% | +54,512 | New |
| Veriti Management LLC | 55,084 | $1.03M | 0.14% | +1,617+3.0% | Added |
| Qsemble Capital Management, LP | 55,200 | $1.03M | 0.72% | +55,200 | New |
| NatWest Group plc | 56,223 | $1.05M | 0.60% | −23,688−29.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 56,509 | $1.05M | 0.10% | −13,000−18.7% | Reduced |
| Yousif Capital Management, LLC | 58,911 | $1.10M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 59,321 | $1.11M | 0.00% | −1,622−2.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 63,743 | $1.19M | 0.46% | −33,406−34.4% | Reduced |
| Banco Santander, S.A. | 69,196 | $1.19M | 0.02% | −65,178−48.5% | Reduced |
| Cigna Investments Inc | 64,158 | $1.19M | 0.25% | −3,076−4.6% | Reduced |
| Schechter Investment Advisors, LLC | 64,912 | $1.21M | 0.11% | −705−1.1% | Reduced |
| swisspartners Ltd. | 65,229 | $1.21M | 1.55% | +3,000+4.8% | Added |
| The PNC Financial Services Group, Inc. | 66,133 | $1.23M | 0.00% | +4,407+7.1% | Added |
| Massachusetts Wealth Management | 57,950 | $1.24M | 1.20% | +57,950 | New |
| BNP Paribas Arbitrage, SA | 66,796 | $1.25M | 0.00% | −86,305−56.4% | Reduced |
| Cullen Capital Management LLC | 66,854 | $1.25M | 0.02% | −1,828−2.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 71,514 | $1.34M | 0.51% | −39,464−35.6% | Reduced |
| Ativo Capital Management LLC | 71,886 | $1.34M | 1.69% | −4,400−5.8% | Reduced |
| Mitchell Capital Management Co | 73,307 | $1.37M | 0.38% | +451+0.6% | Added |
| Marietta Investment Partners LLC | 73,584 | $1.37M | 0.39% | −2,972−3.9% | Reduced |
| Alaethes Wealth LLC | 74,331 | $1.39M | 0.95% | −6,782−8.4% | Reduced |
| Pathstone Family Office, LLC | 85,554 | $1.45M | 0.03% | +22,233+35.1% | Added |
| Altman Advisors, Inc. | 73,011 | $1.49M | 0.92% | −5,294−6.8% | Reduced |
| Ergoteles LLC | 126,624 | $1.50M | 0.06% | +46,202+57.4% | Added |
| GQG Partners LLC | 82,290 | $1.53M | 0.00% | −3,749−4.4% | Reduced |
| US Bancorp | 82,129 | $1.53M | 0.00% | +10,394+14.5% | Added |
| Comerica Bank | 72,515 | $1.54M | 0.01% | −625−0.9% | Reduced |
| British Columbia Investment Management Corp | 84,236 | $1.57M | 0.02% | −5,756−6.4% | Reduced |
| JustInvest LLC | 86,779 | $1.62M | 0.07% | +18,050+26.3% | Added |
| Boston Partners | 87,692 | $1.64M | 0.00% | −42,522−32.7% | Reduced |
| LPL Financial LLC | 88,104 | $1.64M | 0.00% | −10,870−11.0% | Reduced |
| Ritholtz Wealth Management | 90,998 | $1.70M | 0.09% | +24,072+36.0% | Added |
| Stifel Financial Corp | 92,819 | $1.73M | 0.00% | +6,407+7.4% | Added |
| Vident Investment Advisory, LLC | 97,363 | $1.81M | 0.07% | +5,861+6.4% | Added |
| Creative Planning | 100,129 | $1.87M | 0.00% | +35,360+54.6% | Added |
| PDT Partners, LLC | 104,388 | $1.95M | 0.32% | +104,388 | New |
| Duality Advisers, LP | 104,799 | $1.96M | 0.22% | +104,799 | New |
| Highland Capital Management, LLC | 105,271 | $1.97M | 0.14% | −400−0.4% | Reduced |
| Independent Advisor Alliance | 105,875 | $1.98M | 0.24% | −18,697−15.0% | Reduced |
| Hantz Financial Services, Inc. | 113,589 | $2.12M | 0.06% | +231+0.2% | Added |
| Brandes Investment Partners, LP | 117,464 | $2.19M | 0.06% | −1,790,708−93.8% | Reduced |
| KCS Wealth Advisory | 120,563 | $2.25M | 0.94% | +5,639+4.9% | Added |
| Nuveen Asset Management, LLC | 122,639 | $2.29M | 0.00% | −4,799−3.8% | Reduced |
| Mariner, LLC | 123,941 | $2.31M | 0.01% | −7,571−5.8% | Reduced |
| Jane Street Group, LLC | 126,088 | $2.35M | 0.00% | −204,883−61.9% | Reduced |
| Ossiam | 135,341 | $2.52M | 0.07% | +4,602+3.5% | Added |
| Wetherby Asset Management Inc | 135,661 | $2.53M | 0.16% | +3,535+2.7% | Added |
| Power Corp of Canada | 144,463 | $2.69M | 0.48% | −6,052−4.0% | Reduced |
| Metropolitan Life Insurance Co | 144,955 | $2.70M | 0.12% | −22,626−13.5% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 136,831 | $2.79M | 0.58% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 151,345 | $2.82M | 0.25% | +9,357+6.6% | Added |
| United Services Automobile Association | 155,748 | $2.90M | 0.07% | −12,734−7.6% | Reduced |
| Bridgeway Capital Management, LLC | 162,900 | $3.04M | 0.08% | 00.0% | Unchanged |
| Logan Capital Management Inc | 163,361 | $3.05M | 0.16% | +6,474+4.1% | Added |
| Brinker Capital Investments, LLC | 163,451 | $3.05M | 0.06% | −17,209−9.5% | Reduced |
| Baker Avenue Asset Management, LP | 164,969 | $3.08M | 0.18% | +164,969 | New |
| Legal & General Group Plc | 168,310 | $3.13M | 0.00% | −1,165−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 181,044 | $3.42M | 0.01% | −8,650−4.6% | Reduced |
| Dorsey Wright & Associates | 183,786 | $3.43M | 1.00% | +183,786 | New |
| Clearbridge Investments, LLC | 201,089 | $3.75M | 0.00% | −2,274−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 214,819 | $4.01M | 0.01% | +31,425+17.1% | Added |
| MetLife Investment Management | 219,644 | $4.09M | 0.03% | −8,020−3.5% | Reduced |
| Crossmark Global Holdings, Inc. | 223,209 | $4.17M | 0.10% | −28,117−11.2% | Reduced |
| Connectus Wealth, LLC | 229,042 | $4.28M | 0.11% | +229,042 | New |
| Mercer Global Advisors Inc | 234,348 | $4.38M | 0.02% | −6,658−2.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 239,420 | $4.47M | 0.07% | +33,705+16.4% | Added |
| Portolan Capital Management, LLC | 262,997 | $4.91M | 0.49% | +262,997 | New |
| SEI Investments Co | 270,209 | $5.04M | 0.01% | −16,513−5.8% | Reduced |
| Achmea Investment Management B.V. | 290,736 | $5.07M | 0.17% | +738+0.3% | Added |
| Susquehanna International Securities, Ltd. | 273,955 | $5.10M | 3.66% | +246,338+892.0% | Added |
| RBF Capital, LLC | 290,000 | $5.42M | 0.41% | +150,000+107.1% | Added |
| First Trust Advisors LP | 297,042 | $5.54M | 0.01% | −4,172−1.4% | Reduced |
| Assenagon Asset Management S.A. | 316,208 | $5.88M | 0.02% | +105,494+50.1% | Added |
| Value Partners Investments Inc. | 323,494 | $6.04M | 0.52% | −3,185−1.0% | Reduced |
| Susquehanna International Group, LLP | 331,386 | $6.19M | 0.01% | +122,109+58.3% | Added |
| Contravisory Investment Management, Inc. | 349,237 | $6.52M | 1.81% | +8,043+2.4% | Added |
| HSBC Holdings PLC | 361,369 | $6.74M | 0.01% | −213,422−37.1% | Reduced |
| Credit Agricole S A | 366,594 | $6.84M | 0.25% | +54,011+17.3% | Added |
| CIBC World Markets Inc. | 371,442 | $6.91M | 0.03% | −33,023−8.2% | Reduced |
| Optiver Holding B.V. | 375,648 | $6.99M | 0.42% | +357,911+2,017.9% | Added |
| Baader Bank INC | 380,000 | $7.07M | 0.65% | +380,000 | New |
| Renaissance Group LLC | 397,378 | $7.42M | 0.36% | −19,288−4.6% | Reduced |
| Calamos Advisors LLC | 413,690 | $7.72M | 0.04% | −107,394−20.6% | Reduced |
| Voya Investment Management LLC | 459,375 | $8.54M | 0.01% | −61,481−11.8% | Reduced |
| Henry James International Management, Inc. | 464,863 | $8.68M | 4.19% | −1,713−0.4% | Reduced |
| Channing Global Advisors, LLC | 498,598 | $9.27M | 10.65% | +153,017+44.3% | Added |
| Lord, Abbett & Co. LLC | 508,192 | $9.46M | 0.03% | +508,192 | New |
| National Bank of Canada | 542,142 | $10.2M | 0.03% | −289,934−34.8% | Reduced |
| Polar Capital Holdings Plc | 626,773 | $11.3M | 0.09% | +2,283+0.4% | Added |
| American Century Companies Inc | 621,796 | $11.6M | 0.01% | +136,023+28.0% | Added |
| Mutual of America Capital Management LLC | 665,306 | $12.4M | 0.15% | +665,306 | New |
| LGT Group Foundation | 672,883 | $12.5M | 0.39% | +36,359+5.7% | Added |
| Capital Group Private Client Services, Inc. | 676,761 | $12.6M | 0.16% | −14,988−2.2% | Reduced |
| Tocqueville Asset Management L.P. | 691,883 | $12.9M | 0.25% | −54,000−7.2% | Reduced |
| Janney Capital Management LLC | 729,330 | $13.6M | 0.97% | +9,559+1.3% | Added |