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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 290,000 | $5.42M | 0.41% | +150,000+107.1% | Added |
| Susquehanna International Securities, Ltd. | 273,955 | $5.10M | 3.66% | +246,338+892.0% | Added |
| Achmea Investment Management B.V. | 290,736 | $5.07M | 0.17% | +738+0.3% | Added |
| SEI Investments Co | 270,209 | $5.04M | 0.01% | −16,513−5.8% | Reduced |
| Portolan Capital Management, LLC | 262,997 | $4.91M | 0.49% | +262,997 | New |
| O'Shaughnessy Asset Management, LLC | 239,420 | $4.47M | 0.07% | +33,705+16.4% | Added |
| Mercer Global Advisors Inc | 234,348 | $4.38M | 0.02% | −6,658−2.8% | Reduced |
| Connectus Wealth, LLC | 229,042 | $4.28M | 0.11% | +229,042 | New |
| Crossmark Global Holdings, Inc. | 223,209 | $4.17M | 0.10% | −28,117−11.2% | Reduced |
| MetLife Investment Management | 219,644 | $4.09M | 0.03% | −8,020−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 214,819 | $4.01M | 0.01% | +31,425+17.1% | Added |
| Clearbridge Investments, LLC | 201,089 | $3.75M | 0.00% | −2,274−1.1% | Reduced |
| Dorsey Wright & Associates | 183,786 | $3.43M | 1.00% | +183,786 | New |
| Ensign Peak Advisors, Inc | 181,044 | $3.42M | 0.01% | −8,650−4.6% | Reduced |
| Legal & General Group Plc | 168,310 | $3.13M | 0.00% | −1,165−0.7% | Reduced |
| Baker Avenue Asset Management, LP | 164,969 | $3.08M | 0.18% | +164,969 | New |
| Brinker Capital Investments, LLC | 163,451 | $3.05M | 0.06% | −17,209−9.5% | Reduced |
| Logan Capital Management Inc | 163,361 | $3.05M | 0.16% | +6,474+4.1% | Added |
| Bridgeway Capital Management, LLC | 162,900 | $3.04M | 0.08% | 00.0% | Unchanged |
| United Services Automobile Association | 155,748 | $2.90M | 0.07% | −12,734−7.6% | Reduced |
| Metis Global Partners, LLC | 151,345 | $2.82M | 0.25% | +9,357+6.6% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 136,831 | $2.79M | 0.58% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 144,955 | $2.70M | 0.12% | −22,626−13.5% | Reduced |
| Power Corp of Canada | 144,463 | $2.69M | 0.48% | −6,052−4.0% | Reduced |
| Wetherby Asset Management Inc | 135,661 | $2.53M | 0.16% | +3,535+2.7% | Added |
| Ossiam | 135,341 | $2.52M | 0.07% | +4,602+3.5% | Added |
| Jane Street Group, LLC | 126,088 | $2.35M | 0.00% | −204,883−61.9% | Reduced |
| Mariner, LLC | 123,941 | $2.31M | 0.01% | −7,571−5.8% | Reduced |
| Nuveen Asset Management, LLC | 122,639 | $2.29M | 0.00% | −4,799−3.8% | Reduced |
| KCS Wealth Advisory | 120,563 | $2.25M | 0.94% | +5,639+4.9% | Added |
| Brandes Investment Partners, LP | 117,464 | $2.19M | 0.06% | −1,790,708−93.8% | Reduced |
| Hantz Financial Services, Inc. | 113,589 | $2.12M | 0.06% | +231+0.2% | Added |
| Independent Advisor Alliance | 105,875 | $1.98M | 0.24% | −18,697−15.0% | Reduced |
| Highland Capital Management, LLC | 105,271 | $1.97M | 0.14% | −400−0.4% | Reduced |
| Duality Advisers, LP | 104,799 | $1.96M | 0.22% | +104,799 | New |
| PDT Partners, LLC | 104,388 | $1.95M | 0.32% | +104,388 | New |
| Creative Planning | 100,129 | $1.87M | 0.00% | +35,360+54.6% | Added |
| Vident Investment Advisory, LLC | 97,363 | $1.81M | 0.07% | +5,861+6.4% | Added |
| Stifel Financial Corp | 92,819 | $1.73M | 0.00% | +6,407+7.4% | Added |
| Ritholtz Wealth Management | 90,998 | $1.70M | 0.09% | +24,072+36.0% | Added |
| LPL Financial LLC | 88,104 | $1.64M | 0.00% | −10,870−11.0% | Reduced |
| Boston Partners | 87,692 | $1.64M | 0.00% | −42,522−32.7% | Reduced |
| JustInvest LLC | 86,779 | $1.62M | 0.07% | +18,050+26.3% | Added |
| British Columbia Investment Management Corp | 84,236 | $1.57M | 0.02% | −5,756−6.4% | Reduced |
| Comerica Bank | 72,515 | $1.54M | 0.01% | −625−0.9% | Reduced |
| US Bancorp | 82,129 | $1.53M | 0.00% | +10,394+14.5% | Added |
| GQG Partners LLC | 82,290 | $1.53M | 0.00% | −3,749−4.4% | Reduced |
| Ergoteles LLC | 126,624 | $1.50M | 0.06% | +46,202+57.4% | Added |
| Altman Advisors, Inc. | 73,011 | $1.49M | 0.92% | −5,294−6.8% | Reduced |
| Pathstone Family Office, LLC | 85,554 | $1.45M | 0.03% | +22,233+35.1% | Added |
| Alaethes Wealth LLC | 74,331 | $1.39M | 0.95% | −6,782−8.4% | Reduced |
| Marietta Investment Partners LLC | 73,584 | $1.37M | 0.39% | −2,972−3.9% | Reduced |
| Mitchell Capital Management Co | 73,307 | $1.37M | 0.38% | +451+0.6% | Added |
| Ativo Capital Management LLC | 71,886 | $1.34M | 1.69% | −4,400−5.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 71,514 | $1.34M | 0.51% | −39,464−35.6% | Reduced |
| Cullen Capital Management LLC | 66,854 | $1.25M | 0.02% | −1,828−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 66,796 | $1.25M | 0.00% | −86,305−56.4% | Reduced |
| Massachusetts Wealth Management | 57,950 | $1.24M | 1.20% | +57,950 | New |
| The PNC Financial Services Group, Inc. | 66,133 | $1.23M | 0.00% | +4,407+7.1% | Added |
| swisspartners Ltd. | 65,229 | $1.21M | 1.55% | +3,000+4.8% | Added |
| Schechter Investment Advisors, LLC | 64,912 | $1.21M | 0.11% | −705−1.1% | Reduced |
| Cigna Investments Inc | 64,158 | $1.19M | 0.25% | −3,076−4.6% | Reduced |
| Banco Santander, S.A. | 69,196 | $1.19M | 0.02% | −65,178−48.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 63,743 | $1.19M | 0.46% | −33,406−34.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 59,321 | $1.11M | 0.00% | −1,622−2.7% | Reduced |
| Yousif Capital Management, LLC | 58,911 | $1.10M | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 56,509 | $1.05M | 0.10% | −13,000−18.7% | Reduced |
| NatWest Group plc | 56,223 | $1.05M | 0.60% | −23,688−29.6% | Reduced |
| Qsemble Capital Management, LP | 55,200 | $1.03M | 0.72% | +55,200 | New |
| Veriti Management LLC | 55,084 | $1.03M | 0.14% | +1,617+3.0% | Added |
| Wexford Capital LP | 54,512 | $1.01M | 0.21% | +54,512 | New |
| First Hawaiian Bank | 53,906 | $1.01M | 0.04% | +97+0.2% | Added |
| Money Concepts Capital Corp | 53,624 | $1.00M | 0.04% | −3,040−5.4% | Reduced |
| Forum Financial Management, LP | 53,543 | $999.6K | 0.03% | +100.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 53,397 | $996.9K | 0.65% | +70.0% | Added |
| Signaturefd, LLC | 52,150 | $973.6K | 0.03% | +919+1.8% | Added |
| Liberty One Investment Management, LLC | 52,010 | $971.0K | 0.14% | −3,480−6.3% | Reduced |
| Fifth Third Bancorp | 50,924 | $950.8K | 0.00% | −16,074−24.0% | Reduced |
| Centennial Bank | 49,860 | $930.9K | 0.53% | +49,860 | New |
| Campbell & CO Investment Adviser LLC | 49,264 | $917.3K | 0.22% | +38,678+365.4% | Added |
| Park Avenue Securities LLC | 48,983 | $915.0K | 0.02% | +4,844+11.0% | Added |
| BTC Capital Management, Inc. | 48,297 | $901.7K | 0.11% | −519−1.1% | Reduced |
| Greenleaf Trust | 48,248 | $901.0K | 0.01% | −999−2.0% | Reduced |
| Qtron Investments LLC | 47,980 | $892.2K | 0.19% | +12,924+36.9% | Added |
| Eqis Capital Management, Inc. | 47,523 | $887.3K | 0.10% | −923−1.9% | Reduced |
| Investors Research Corp | 46,809 | $873.9K | 0.24% | −450−1.0% | Reduced |
| Advisors Asset Management, Inc. | 46,598 | $870.0K | 0.02% | −5,856−11.2% | Reduced |
| Nordwand Advisors, LLC | 45,220 | $844.3K | 0.11% | +45,220 | New |
| MML Investors Services, LLC | 42,162 | $787.0K | 0.01% | +4,351+11.5% | Added |
| Vestmark Advisory Solutions, Inc. | 40,607 | $758.1K | 0.04% | −1,657−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 40,588 | $757.8K | 0.00% | +27,288+205.2% | Added |
| Truist Financial Corp | 40,525 | $756.6K | 0.00% | +2,454+6.4% | Added |
| SOL Capital Management CO | 39,580 | $739.0K | 0.13% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 38,147 | $712.2K | 0.01% | +38,147 | New |
| Gabelli Funds LLC | 37,000 | $690.8K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 35,879 | $669.9K | 0.07% | −2,994−7.7% | Reduced |
| Quantinno Capital Management LP | 34,937 | $652.0K | 0.05% | +34,937 | New |
| Morningstar Investment Services LLC | 32,802 | $635.0K | 0.01% | −1,143−3.4% | Reduced |
| HighTower Advisors, LLC | 33,698 | $627.0K | 0.00% | −9,964−22.8% | Reduced |
| Lingohr & Partner Asset Management GmbH | 33,228 | $620.0K | 1.74% | 00.0% | Unchanged |