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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 32,838 | $613.1K | 0.01% | +10,607+47.7% | Added |
| Kestra Advisory Services, LLC | 32,799 | $612.4K | 0.01% | +3,049+10.2% | Added |
| Clarius Group, LLC | 32,658 | $609.0K | 0.05% | +8,626+35.9% | Added |
| Raymond James Trust N.A. | 32,089 | $599.0K | 0.02% | −3,089−8.8% | Reduced |
| Horizon Investments, LLC | 32,050 | $598.0K | 0.02% | +32,050 | New |
| Advisor Partners II, LLC | 31,675 | $591.4K | 0.04% | +10,189+47.4% | Added |
| Oppenheimer Asset Management Inc. | 31,506 | $588.2K | 0.01% | −1,617−4.9% | Reduced |
| Lake Street Advisors Group, LLC | 31,061 | $580.0K | 0.04% | −2,841−8.4% | Reduced |
| Private Advisor Group, LLC | 41,064 | $547.4K | 0.03% | +6,024+17.2% | Added |
| Cookson Peirce & Co Inc | 29,067 | $543.0K | 0.04% | +100+0.3% | Added |
| Tradewinds, LLC. | 12,496 | $537.7K | 0.57% | +12,496 | New |
| Quadrant Capital Group LLC | 28,120 | $525.0K | 0.06% | +2,280+8.8% | Added |
| Atlas Capital Advisors LLC | 28,004 | $522.8K | 0.09% | −22,579−44.6% | Reduced |
| Vise Technologies, Inc. | 27,218 | $508.2K | 0.16% | −2,518−8.5% | Reduced |
| Sequoia Financial Advisors, LLC | 25,639 | $478.7K | 0.01% | +8,451+49.2% | Added |
| Baker Ellis Asset Management LLC | 25,600 | $478.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| TownSquare Capital, LLC | 25,208 | $470.6K | 0.01% | +13,875+122.4% | Added |
| Financial Counselors Inc | 24,257 | $453.0K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 22,786 | $425.4K | 0.14% | +879+4.0% | Added |
| Gradient Investments LLC | 22,725 | $424.3K | 0.01% | −941−4.0% | Reduced |
| National Asset Management, Inc. | 22,639 | $422.7K | 0.01% | −3,580−13.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,504 | $420.0K | 0.00% | −1,744−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 22,292 | $416.0K | 0.00% | +4,094+22.5% | Added |
| Boston Private Wealth LLC | 22,100 | $412.6K | 0.01% | −1,795−7.5% | Reduced |
| Janney Montgomery Scott LLC | 21,625 | $404.0K | 0.00% | +1,529+7.6% | Added |
| Kathmere Capital Management, LLC | 21,172 | $395.3K | 0.07% | +21,172 | New |
| Ronald Blue Trust, Inc. | 26,016 | $377.0K | 0.01% | +14,368+123.4% | 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 |
| Evergreen Capital Management LLC | 19,733 | $368.4K | 0.02% | +6,643+50.7% | Added |
| Fisher Asset Management, LLC | 19,596 | $366.0K | 0.00% | −4,687−19.3% | Reduced |
| Cerity Partners LLC | 19,527 | $364.6K | 0.00% | +2,878+17.3% | Added |
| Colony Group LLC | 19,200 | $358.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 19,053 | $356.0K | 0.00% | −61−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 18,750 | $350.1K | 0.04% | −2,895−13.4% | Reduced |
| Susquehanna International Group Ltd. | 18,813 | $349.9K | 0.16% | +18,813 | New |
| Argonautica Private Wealth Management, Inc | 18,640 | $348.0K | 0.18% | +18,640 | New |
| MQS Management LLC | 18,594 | $347.1K | 0.24% | +18,594 | New |
| Raymond James Financial Services Advisors, Inc. | 18,203 | $339.8K | 0.00% | −939−4.9% | Reduced |
| Prudential Financial Inc | 18,076 | $337.5K | 0.00% | +912+5.3% | Added |
| Gallacher Capital Management LLC | 17,886 | $333.9K | 0.20% | +17,886 | New |
| CI Private Wealth, LLC | 17,691 | $329.4K | 0.00% | +17,691 | New |
| Zhang Financial LLC | 17,616 | $328.9K | 0.04% | +7,156+68.4% | Added |
| American Trust Investment Advisors, LLC | 17,040 | $318.1K | 0.20% | −3,560−17.3% | Reduced |
| Clearstead Advisors, LLC | 16,916 | $315.8K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 16,747 | $312.7K | 0.01% | −586−3.4% | Reduced |
| Ethic Inc. | 16,706 | $311.9K | 0.02% | +16,706 | New |
| Lindbrook Capital, LLC | 16,421 | $306.6K | 0.04% | +6,307+62.4% | Added |
| Sage Rhino Capital LLC | 16,391 | $306.0K | 0.10% | +756+4.8% | Added |
| Checchi Capital Advisers, LLC | 16,243 | $303.3K | 0.03% | +1,178+7.8% | Added |
| Charles Schwab Investment Management Inc | 15,705 | $293.2K | 0.00% | +15,705 | New |
| Soltis Investment Advisors LLC | 15,651 | $292.2K | 0.04% | +15,651 | New |
| Capital Asset Advisory Services LLC | 14,266 | $290.6K | 0.02% | −31,176−68.6% | Reduced |
| Deuterium Capital Management, LLC | 16,879 | $290.4K | 0.87% | +5,723+51.3% | Added |
| Comerica Securities,inc. | 15,544 | $290.2K | 0.02% | −2,133−12.1% | Reduced |
| Henshaw Capital LLC | 15,299 | $285.6K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 15,076 | $281.5K | 0.01% | +116+0.8% | Added |
| Glenmede Trust Co NA | 14,677 | $274.0K | 0.00% | +443+3.1% | Added |
| AE Wealth Management LLC | 14,607 | $272.7K | 0.00% | −278−1.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,514 | $271.0K | 0.03% | −3,651−20.1% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $260.5K | 0.23% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 13,868 | $258.9K | 0.00% | +948+7.3% | Added |
| Bleakley Financial Group, LLC | 13,540 | $252.8K | 0.01% | +13,540 | New |
| First National Bank of Hutchinson | 13,242 | $247.2K | 0.21% | +205+1.6% | Added |
| Seed Wealth Management, Inc. | 13,135 | $245.2K | 0.28% | +13,135 | New |
| Compton Wealth Advisory Group, LLC | 13,114 | $244.8K | 0.10% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 10,948 | $237.4K | 0.06% | −3,897−26.3% | Reduced |
| Beach Investment Counsel Inc | 12,700 | $237.0K | 0.03% | −4,950−28.0% | Reduced |
| Pinnacle Associates Ltd | 12,641 | $236.0K | 0.01% | 00.0% | Unchanged |
| Ascent Group, LLC | 12,610 | $235.4K | 0.03% | +2,041+19.3% | Added |
| Synovus Financial Corp | 12,284 | $229.3K | 0.00% | +227+1.9% | Added |
| FDx Advisors, Inc. | 12,272 | $229.0K | 0.01% | −2,098−14.6% | Reduced |
| CVA Family Office, LLC | 12,000 | $224.0K | 0.05% | +12,000 | New |
| Kula Investments, LLC | 11,894 | $222.1K | 0.08% | +11,894 | New |
| Verition Fund Management LLC | 11,787 | $220.1K | 0.00% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 11,728 | $219.0K | 0.10% | +11,728 | New |
| Pictet & Cie (Europe) SA | 11,666 | $216.9K | 0.01% | +60+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 10,874 | $203.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 10,804 | $201.7K | 0.14% | +769+7.7% | Added |
| Commerce Bank | 10,780 | $201.3K | 0.00% | −242−2.2% | Reduced |
| 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 |
| Baker Tilly Wealth Management, LLC | 10,619 | $198.3K | 0.02% | +10,619 | New |
| GWM Advisors LLC | 11,267 | $196.6K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 10,518 | $196.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 10,517 | $196.4K | 0.00% | −3,307−23.9% | Reduced |
| Csenge Advisory Group | 10,375 | $193.7K | 0.02% | +10,375 | New |
| Cozad Asset Management Inc | 10,363 | $193.5K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10,342 | $193.1K | 0.01% | −1,897−15.5% | Reduced |
| Claro Advisors LLC | 10,196 | $190.4K | 0.06% | +10,196 | New |
| Diligent Investors, LLC | 10,000 | $186.7K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,862 | $145.0K | 0.00% | +128+1.5% | Added |
| Penserra Capital Management LLC | 7,489 | $139.0K | 0.00% | +5,050+207.1% | Added |
| CWM, LLC | 6,497 | $121.0K | 0.00% | +1,825+39.1% | Added |
| TD Private Client Wealth LLC | 6,353 | $118.6K | 0.01% | +339+5.6% | Added |
| EverSource Wealth Advisors, LLC | 6,205 | $115.8K | 0.02% | +3,104+100.1% | Added |
| State of Wyoming | 5,930 | $110.7K | 0.04% | +5,930 | New |
| Proequities, Inc. | 5,557 | $103.7K | 0.01% | +5,557 | New |