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 |
|---|---|---|---|---|---|
| Pictet North America Advisors SA | 732,295 | $13.6M | 2.34% | +2,340+0.3% | Added |
| Alliancebernstein L.P. | 740,869 | $13.8M | 0.01% | −75,545−9.3% | Reduced |
| USS Investment Management Ltd | 751,848 | $14.0M | 0.20% | 00.0% | Unchanged |
| TD Asset Management Inc | 759,643 | $14.1M | 0.02% | −51,500−6.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 780,095 | $14.5M | 0.04% | −14,529−1.8% | Reduced |
| Acadian Asset Management LLC | 786,598 | $14.6M | 0.07% | +57,754+7.9% | Added |
| Jupiter Asset Management Ltd | 911,681 | $16.9M | 0.25% | −640,517−41.3% | Reduced |
| Franklin Resources Inc | 923,853 | $17.2M | 0.01% | −300,173−24.5% | Reduced |
| Exane Asset Management | 930,971 | $17.3M | 11.11% | −1,408,831−60.2% | Reduced |
| Black Diamond Capital Management, L.L.C. | 1,028,089 | $19.2M | 11.78% | −240,000−18.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,030,868 | $19.2M | 0.45% | −53,428−4.9% | Reduced |
| Two Sigma Advisers, LP | 1,056,755 | $19.7M | 0.06% | −596,230−36.1% | Reduced |
| Balyasny Asset Management LLC | 1,158,986 | $21.6M | 0.08% | −491,910−29.8% | Reduced |
| Wells Fargo & Company | 1,184,932 | $22.1M | 0.01% | −75,252−6.0% | Reduced |
| Envestnet Asset Management Inc | 1,269,595 | $23.7M | 0.01% | −131,057−9.4% | Reduced |
| Raymond James & Associates | 1,274,647 | $23.8M | 0.02% | −76,353−5.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,361,250 | $25.4M | 0.27% | +2,400+0.2% | Added |
| Manufacturers Life Insurance Company, The | 1,380,468 | $25.7M | 0.02% | −75,948−5.2% | Reduced |
| Zurich Insurance Group Ltd | 1,518,763 | $28.3M | 0.40% | −317,431−17.3% | Reduced |
| Public Sector Pension Investment Board | 1,521,856 | $28.3M | 0.23% | −557,452−26.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,592,453 | $29.7M | 0.51% | +366,996+29.9% | Added |
| State of Tennessee, Treasury Department | 1,757,673 | $32.7M | 0.15% | +125,144+7.7% | Added |
| Border to Coast Pensions Partnership Ltd | 1,786,240 | $33.2M | 1.06% | +59,242+3.4% | Added |
| Compagnie Lombard Odier SCmA | 1,819,089 | $33.8M | 0.91% | +221,590+13.9% | Added |
| Banque Pictet & Cie SA | 1,833,863 | $34.1M | 0.36% | −1,073,088−36.9% | Reduced |
| Northern Trust Corp | 1,914,744 | $35.7M | 0.01% | −122,410−6.0% | Reduced |
| Clark Capital Management Group, Inc. | 1,986,344 | $37.1M | 0.34% | +391,633+24.6% | Added |
| Janus Henderson Group PLC | 2,059,828 | $38.3M | 0.03% | −159,186−7.2% | Reduced |
| Captrust Financial Advisors | 2,288,664 | $42.7M | 0.22% | −33,637−1.4% | Reduced |
| Ameriprise Financial Inc | 2,306,984 | $43.2M | 0.01% | −258,872−10.1% | Reduced |
| Citigroup Inc | 2,384,126 | $44.3M | 0.06% | +870,691+57.5% | Added |
| Todd Asset Management LLC | 2,438,379 | $45.5M | 1.11% | +7,571+0.3% | Added |
| BlackRock Inc. | 2,662,338 | $49.7M | 0.00% | +4,725+0.2% | Added |
| Great West Life Assurance Co | 2,732,029 | $51.1M | 0.13% | −54,882−2.0% | Reduced |
| Neuberger Berman Group LLC | 2,790,986 | $52.0M | 0.05% | −841,309−23.2% | Reduced |
| Capital International Investors | 3,342,721 | $62.3M | 0.02% | −27,325−0.8% | Reduced |
| Invesco Ltd. | 3,671,145 | $68.5M | 0.02% | −951,995−20.6% | Reduced |
| M&G Investment Management Ltd | 3,779,528 | $69.5M | 0.52% | −782,691−17.2% | Reduced |
| Royal London Asset Management Ltd | 4,094,741 | $76.4M | 0.34% | −70,490−1.7% | Reduced |
| Bank of Montreal | 4,131,755 | $77.7M | 0.06% | +1,846,204+80.8% | Added |
| Thornburg Investment Management Inc | 4,276,934 | $79.6M | 1.35% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 4,356,997 | $81.3M | 0.36% | −574,420−11.6% | Reduced |
| ARGA Investment Management, LP | 4,456,618 | $82.9M | 3.54% | +379,425+9.3% | Added |
| Natixis Advisors, L.P. | 4,504,835 | $84.1M | 0.32% | +701,804+18.5% | Added |
| Korea Investment CORP | 5,185,239 | $96.4M | 0.30% | −610,490−10.5% | Reduced |
| Canada Pension Plan Investment Board | 5,314,480 | $98.8M | 0.18% | −498,096−8.6% | Reduced |
| Marshall Wace, LLP | 5,522,361 | $102.7M | 0.26% | +5,286,562+2,242.0% | Added |
| Aviva PLC | 5,737,956 | $106.8M | 0.53% | +456,940+8.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,812,926 | $108.1M | 0.58% | −812,996−12.3% | Reduced |
| Banque Cantonale Vaudoise | 6,126,841 | $113.9M | 5.97% | −509,396−7.7% | Reduced |
| Bank of New York Mellon Corp | 6,929,307 | $128.9M | 0.03% | −162,472−2.3% | Reduced |
| FIL Ltd | 7,715,733 | $143.6M | 0.17% | −795,687−9.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,018,365 | $168.3M | 0.13% | −551,715−5.8% | Reduced |
| DekaBank Deutsche Girozentrale | 9,039,098 | $168.8M | 0.45% | −1,198,455−11.7% | Reduced |
| Bank of America Corp | 9,305,093 | $173.7M | 0.02% | +139,657+1.5% | Added |
| Morgan Stanley | 9,682,327 | $180.8M | 0.02% | +520,403+5.7% | Added |
| Russell Investments Group, Ltd. | 10,407,879 | $193.6M | 0.40% | −688,956−6.2% | Reduced |
| Royal Bank of Canada | 10,389,798 | $194.0M | 0.06% | +1,633,005+18.6% | Added |
| AXA S.A. | 11,456,432 | $213.9M | 0.77% | +154,722+1.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,771,885 | $274.8M | 0.49% | +660,031+4.7% | Added |
| Allianz Asset Management GmbH | 14,934,730 | $277.7M | 0.62% | −170,404−1.1% | Reduced |
| Vontobel Holding Ltd. | 15,297,820 | $285.9M | 2.89% | −1,889,494−11.0% | Reduced |
| Deutsche Bank AG | 16,853,941 | $314.7M | 0.18% | −1,051,018−5.9% | Reduced |
| JPMorgan Chase & Co | 21,621,237 | $403.7M | 0.06% | +4,518,549+26.4% | Added |
| Amundi | 20,384,259 | $416.2M | 0.23% | +987,293+5.1% | Added |
| FMR LLC | 22,916,481 | $427.6M | 0.04% | −907,198−3.8% | Reduced |
| Pictet Asset Management SA | 31,398,658 | $583.9M | 0.84% | +574,144+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,421,063 | $807.5M | 4.31% | +560,250+1.3% | Added |
| Goldman Sachs Group Inc | 45,066,018 | $841.4M | 0.24% | +11,491,181+34.2% | Added |
| Wellington Management Group LLP | 47,705,075 | $887.1M | 0.18% | −3,641,463−7.1% | Reduced |
| Credit Suisse AG | 98,021,281 | $1.83B | 1.97% | −5,831,328−5.6% | Reduced |
| Vanguard Group Inc | 108,860,630 | $2.03B | 0.06% | −519,903−0.5% | Reduced |
| Norges Bank | 117,305,480 | $2.18B | 0.53% | −5,863,770−4.8% | Reduced |
| UBS Group AG | 121,007,704 | $2.26B | 1.08% | −1,405,466−1.1% | Reduced |
| Massachusetts Financial Services Co | 132,059,609 | $2.47B | 0.86% | +1,258,049+1.0% | Added |
| Dodge & Cox | 159,315,717 | $2.97B | 2.04% | +1,711,400+1.1% | Added |
| Abeille Asset Management SA | 439,737 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 19 | – | – | +4+26.7% | Added |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,330,017−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −323,250−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −194,394−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −190,525−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −175,340−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −110,483−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −86,361−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −74,700−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −67,794−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −42,784−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −33,887−100.0% | Sold out |
| Winning Points Advisors, LLC | 0 | $0 | 0.00% | −27,202−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,332−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −21,649−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −20,095−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,825−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −16,069−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −15,708−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −14,582−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −14,556−100.0% | Sold out |