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, Q1 2023
Institutional positions in UBS Group AG as of Mar 31, 2023. 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
- 438
- +67 vs. Q4 2022
- Shares held
- 1.42B
- +156.6M (+12.4%) vs. Q4 2022
- Total value
- $30.0B
- +$6.48B (+27.5%) vs. Q4 2022
- New holders
- 99
- 130 more added
- Sold out
- 32
- 166 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 302,418,793 | $6.45B | 2.98% | +181,411,089+149.9% | Added |
| Dodge & Cox | 155,111,813 | $3.29B | 2.24% | −4,203,904−2.6% | Reduced |
| Norges Bank | 153,412,714 | $3.24B | 0.71% | +36,107,234+30.8% | Added |
| Massachusetts Financial Services Co | 111,820,307 | $2.39B | 0.82% | −20,239,302−15.3% | Reduced |
| Credit Suisse AG | 104,298,725 | $2.23B | 2.30% | +6,277,444+6.4% | Added |
| Vanguard Group Inc | 103,863,201 | $2.22B | 0.06% | −4,997,429−4.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,715,631 | $923.1M | 4.49% | +294,568+0.7% | Added |
| Goldman Sachs Group Inc | 37,693,063 | $804.4M | 0.22% | −7,372,955−16.4% | Reduced |
| FMR LLC | 35,824,103 | $762.1M | 0.07% | +12,907,622+56.3% | Added |
| Pictet Asset Management SA | 29,444,418 | $621.7M | 0.78% | −1,954,240−6.2% | Reduced |
| Wellington Management Group LLP | 19,240,267 | $406.3M | 0.08% | −28,464,808−59.7% | Reduced |
| Deutsche Bank AG | 16,683,369 | $356.0M | 0.20% | −170,572−1.0% | Reduced |
| Amundi | 14,744,286 | $306.5M | 0.17% | −5,639,973−27.7% | Reduced |
| Vontobel Holding Ltd. | 13,895,183 | $293.0M | 2.73% | −1,402,637−9.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,132,733 | $256.1M | 0.43% | −2,639,152−17.9% | Reduced |
| JPMorgan Chase & Co | 10,620,080 | $226.6M | 0.03% | −11,001,157−50.9% | Reduced |
| Morgan Stanley | 9,655,739 | $206.1M | 0.02% | −26,588−0.3% | Reduced |
| Causeway Capital Management LLC | 9,650,640 | $203.8M | 4.89% | +9,650,640 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,512,806 | $200.8M | 0.15% | +494,441+5.5% | Added |
| Royal Bank of Canada | 9,297,654 | $198.4M | 0.06% | −1,092,144−10.5% | Reduced |
| Russell Investments Group, Ltd. | 9,126,305 | $192.6M | 0.38% | −1,281,574−12.3% | Reduced |
| Allianz Asset Management GmbH | 8,854,712 | $187.0M | 0.39% | −6,080,018−40.7% | Reduced |
| Bank of America Corp | 8,439,281 | $180.1M | 0.02% | −865,812−9.3% | Reduced |
| DekaBank Deutsche Girozentrale | 7,807,303 | $164.6M | 0.41% | −1,231,795−13.6% | Reduced |
| Bank of New York Mellon Corp | 6,870,275 | $145.1M | 0.03% | −59,032−0.9% | Reduced |
| Capital World Investors | 6,156,757 | $130.0M | 0.03% | +6,156,757 | New |
| Banque Cantonale Vaudoise | 6,093,515 | $128.7M | 6.31% | −33,326−0.5% | Reduced |
| Canada Pension Plan Investment Board | 6,031,105 | $127.3M | 0.20% | +716,625+13.5% | Added |
| AXA S.A. | 5,188,104 | $110.7M | 0.38% | −6,268,328−54.7% | Reduced |
| M&G Investment Management Ltd | 5,027,820 | $104.4M | 0.74% | +1,248,292+33.0% | Added |
| Royal London Asset Management Ltd | 4,788,695 | $102.2M | 0.41% | +693,954+16.9% | Added |
| Thornburg Investment Management Inc | 4,836,934 | $102.0M | 1.69% | +560,000+13.1% | Added |
| Perpetual Ltd | 4,724,217 | $99.6M | 0.86% | +4,724,217 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,422,964 | $93.4M | 0.48% | −1,389,962−23.9% | Reduced |
| ARGA Investment Management, LP | 4,421,649 | $93.2M | 3.48% | −34,969−0.8% | Reduced |
| Korea Investment CORP | 4,408,111 | $93.1M | 0.27% | −777,128−15.0% | Reduced |
| Natixis Advisors, L.P. | 4,156,100 | $88.7M | 0.31% | −348,735−7.7% | Reduced |
| Aviva PLC | 4,192,010 | $88.6M | 0.40% | −1,545,946−26.9% | Reduced |
| Pzena Investment Management LLC | 3,788,665 | $80.9M | 0.35% | −568,332−13.0% | Reduced |
| Citigroup Inc | 3,745,951 | $79.1M | 0.11% | +1,361,825+57.1% | Added |
| Mackenzie Financial Corp | 3,347,373 | $70.5M | 0.11% | +3,347,373 | New |
| FIL Ltd | 3,229,888 | $68.2M | 0.08% | −4,485,845−58.1% | Reduced |
| Invesco Ltd. | 3,070,842 | $65.5M | 0.02% | −600,303−16.4% | Reduced |
| Acadian Asset Management LLC | 3,011,676 | $63.6M | 0.28% | +2,225,078+282.9% | Added |
| Janus Henderson Group PLC | 2,851,140 | $60.3M | 0.04% | +791,312+38.4% | Added |
| Great West Life Assurance Co | 2,823,107 | $59.7M | 0.15% | +91,078+3.3% | Added |
| BlackRock Inc. | 2,767,870 | $59.1M | 0.00% | +105,532+4.0% | Added |
| Odey Asset Management Group Ltd | 2,566,348 | $54.8M | 14.36% | +2,566,348 | New |
| Bank of Montreal | 2,552,815 | $54.0M | 0.03% | −1,578,940−38.2% | Reduced |
| Ameriprise Financial Inc | 2,320,344 | $49.6M | 0.02% | +13,360+0.6% | Added |
| Captrust Financial Advisors | 2,248,093 | $48.0M | 0.21% | −40,571−1.8% | Reduced |
| Todd Asset Management LLC | 2,206,318 | $47.1M | 1.14% | −232,061−9.5% | Reduced |
| Northern Trust Corp | 1,934,361 | $41.3M | 0.01% | +19,617+1.0% | Added |
| Compagnie Lombard Odier SCmA | 1,946,279 | $41.1M | 1.03% | +127,190+7.0% | Added |
| Banque Pictet & Cie SA | 1,945,006 | $41.1M | 0.40% | +111,143+6.1% | Added |
| Jupiter Asset Management Ltd | 1,817,494 | $38.4M | 0.53% | +905,813+99.4% | Added |
| Border to Coast Pensions Partnership Ltd | 1,811,792 | $38.3M | 1.03% | +25,552+1.4% | Added |
| State of Tennessee, Treasury Department | 1,725,061 | $36.4M | 0.16% | −32,612−1.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,590,412 | $33.9M | 0.79% | −2,041−0.1% | Reduced |
| Public Sector Pension Investment Board | 1,597,960 | $33.7M | 0.25% | +76,104+5.0% | Added |
| Brandes Investment Partners, LP | 1,574,155 | $33.6M | 0.71% | +1,456,691+1,240.1% | Added |
| Black Diamond Capital Management, L.L.C. | 1,538,789 | $32.8M | 18.93% | +510,700+49.7% | Added |
| Manufacturers Life Insurance Company, The | 1,457,080 | $30.8M | 0.02% | +76,612+5.5% | Added |
| Clark Capital Management Group, Inc. | 1,372,072 | $29.3M | 0.33% | −614,272−30.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,208,750 | $25.8M | 0.26% | −152,500−11.2% | Reduced |
| Miller Value Partners, LLC | 1,178,255 | $25.1M | 1.57% | +1,178,255 | New |
| Susquehanna International Group, LLP | 1,121,602 | $23.9M | 0.04% | +790,216+238.5% | Added |
| Raymond James & Associates | 1,078,493 | $23.0M | 0.02% | −196,154−15.4% | Reduced |
| Envestnet Asset Management Inc | 4,618,825 | $22.4M | 0.01% | +3,349,230+263.8% | Added |
| State of Wisconsin Investment Board | 1,056,041 | $22.3M | 0.07% | +1,056,041 | New |
| Zurich Insurance Group Ltd | 937,599 | $19.8M | 0.25% | −581,164−38.3% | Reduced |
| Susquehanna International Securities, Ltd. | 911,367 | $19.4M | 11.95% | +637,412+232.7% | Added |
| Wells Fargo & Company | 897,476 | $19.2M | 0.01% | −287,456−24.3% | Reduced |
| Verde Servicos Internacionais S.A. | 955,705 | $18.7M | 5.95% | +955,705 | New |
| Senator Investment Group LP | 850,000 | $18.1M | 1.00% | +850,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 773,666 | $16.3M | 0.04% | −6,429−0.8% | Reduced |
| Capital International Investors | 769,440 | $16.2M | 0.00% | −2,573,281−77.0% | Reduced |
| USS Investment Management Ltd | 764,098 | $16.1M | 0.22% | +12,250+1.6% | Added |
| Edmond de Rothschild Holding S.A. | 753,412 | $15.9M | 0.36% | −277,456−26.9% | Reduced |
| TD Asset Management Inc | 745,340 | $15.7M | 0.02% | −14,303−1.9% | Reduced |
| Franklin Resources Inc | 732,198 | $15.5M | 0.01% | −191,655−20.7% | Reduced |
| Pictet North America Advisors SA | 732,295 | $15.5M | 2.50% | 00.0% | Unchanged |
| Janney Capital Management LLC | 723,620 | $15.4M | 1.16% | −5,710−0.8% | Reduced |
| Alliancebernstein L.P. | 712,435 | $15.2M | 0.01% | −28,434−3.8% | Reduced |
| American Century Companies Inc | 687,467 | $14.7M | 0.01% | +65,671+10.6% | Added |
| Mutual of America Capital Management LLC | 665,306 | $14.1M | 0.17% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 654,485 | $14.0M | 1.76% | +634,485+3,172.4% | Added |
| Capital Group Private Client Services, Inc. | 660,102 | $13.9M | 0.17% | −16,659−2.5% | Reduced |
| Quinn Opportunity Partners LLC | 578,366 | $12.3M | 1.32% | +578,366 | New |
| SPX Equities Gestao de Recursos Ltda | 551,483 | $11.8M | 0.79% | +551,483 | New |
| Moore Capital Management, LP | 515,000 | $11.0M | 0.34% | +515,000 | New |
| Kite Lake Capital Management (UK) LLP | 500,000 | $10.6M | 11.35% | +500,000 | New |
| Henry James International Management, Inc. | 482,277 | $10.3M | 4.36% | +17,414+3.7% | Added |
| Caption Management, LLC | 480,000 | $10.2M | 2.19% | +480,000 | New |
| Channing Global Advisors, LLC | 483,275 | $10.2M | 11.23% | −15,323−3.1% | Reduced |
| Voya Investment Management LLC | 470,347 | $9.93M | 0.01% | +10,972+2.4% | Added |
| Baker Avenue Asset Management, LP | 464,764 | $9.92M | 0.54% | +299,795+181.7% | Added |
| Assenagon Asset Management S.A. | 466,846 | $9.86M | 0.04% | +150,638+47.6% | Added |
| Baader Bank INC | 500,000 | $9.64M | 0.72% | +120,000+31.6% | Added |
| Artemis Investment Management LLP | 413,397 | $8.71M | 0.11% | +413,397 | New |