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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 10,998 | $234.7K | 0.07% | +233+2.2% | Added |
| Lindbrook Capital, LLC | 11,212 | $239.3K | 0.03% | −5,209−31.7% | Reduced |
| Synovus Financial Corp | 11,307 | $241.3K | 0.00% | −977−8.0% | Reduced |
| Ethic Inc. | 11,402 | $243.3K | 0.01% | −5,304−31.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 11,430 | $243.9K | 0.08% | +11,430 | New |
| MAI Capital Management | 11,436 | $244.0K | 0.00% | +11,436 | New |
| Shilanski & Associates, Inc. | 11,790 | $245.1K | 0.11% | +62+0.5% | Added |
| Pictet & Cie (Europe) SA | 11,666 | $246.3K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 11,681 | $249.3K | 0.03% | +11,681 | New |
| Capital Asset Advisory Services LLC | 11,723 | $250.2K | 0.02% | −2,543−17.8% | Reduced |
| Valeo Financial Advisors, LLC | 12,225 | $260.9K | 0.01% | +12,225 | New |
| Guggenheim Capital LLC | 12,327 | $263.1K | 0.00% | +12,327 | New |
| Integrated Investment Consultants, LLC | 12,371 | $264.0K | 0.08% | +12,371 | New |
| Comerica Securities,inc. | 12,517 | $267.1K | 0.02% | −3,027−19.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 12,591 | $268.7K | 0.09% | −523−4.0% | Reduced |
| Ascent Group, LLC | 12,999 | $277.4K | 0.03% | +389+3.1% | Added |
| Pinnacle Associates Ltd | 13,019 | $277.8K | 0.01% | +378+3.0% | Added |
| Tudor Investment Corp Et Al | 13,041 | $278.0K | 0.01% | +13,041 | New |
| Soltis Investment Advisors LLC | 13,072 | $278.9K | 0.04% | −2,579−16.5% | Reduced |
| Seed Wealth Management, Inc. | 13,135 | $280.3K | 0.32% | 00.0% | Unchanged |
| Prudential Financial Inc | 17,785 | $286.9K | 0.00% | −291−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,452 | $287.1K | 0.00% | +13,452 | New |
| First National Bank of Hutchinson | 13,791 | $294.3K | 0.23% | +549+4.1% | Added |
| swisspartners Advisors Ltd | 14,000 | $295.1K | 0.25% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 13,954 | $297.8K | 0.18% | +3,150+29.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,291 | $305.0K | 0.04% | +14,291 | New |
| Bleakley Financial Group, LLC | 14,346 | $306.1K | 0.01% | +806+6.0% | Added |
| Sawtooth Solutions, LLC | 14,346 | $306.1K | 0.01% | +14,346 | New |
| Susquehanna International Group Ltd. | 14,508 | $309.6K | 0.18% | −4,305−22.9% | Reduced |
| Fisher Asset Management, LLC | 14,522 | $309.9K | 0.00% | −5,074−25.9% | Reduced |
| Two Sigma Securities, LLC | 14,938 | $318.8K | 0.03% | +14,938 | New |
| Powell Investment Advisors, LLC | 15,000 | $320.1K | 0.18% | +15,000 | New |
| Ballentine Partners, LLC | 15,076 | $321.7K | 0.01% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 15,289 | $326.3K | 0.16% | −3,351−18.0% | Reduced |
| Clearstead Advisors, LLC | 15,571 | $332.3K | 0.02% | −1,345−8.0% | Reduced |
| Checchi Capital Advisers, LLC | 15,875 | $338.8K | 0.03% | −368−2.3% | Reduced |
| Fulton Bank, N.A. | 16,008 | $341.6K | 0.02% | +16,008 | New |
| We Are One Seven, LLC | 16,316 | $348.2K | 0.02% | +16,316 | New |
| Sage Rhino Capital LLC | 16,421 | $350.4K | 0.10% | +30+0.2% | Added |
| Colony Group LLC | 16,750 | $357.0K | 0.01% | −2,450−12.8% | Reduced |
| Zhang Financial LLC | 16,810 | $358.7K | 0.04% | −806−4.6% | Reduced |
| American Trust Investment Advisors, LLC | 17,040 | $363.6K | 0.22% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 17,146 | $365.9K | 0.22% | −740−4.1% | Reduced |
| M&T Bank Corp | 17,242 | $368.4K | 0.00% | −1,811−9.5% | Reduced |
| Glenmede Trust Co NA | 17,484 | $373.1K | 0.00% | +2,807+19.1% | Added |
| Dorsey & Whitney Trust CO LLC | 17,792 | $379.7K | 0.03% | +3,278+22.6% | Added |
| GWM Advisors LLC | 18,449 | $393.7K | 0.00% | +7,182+63.7% | Added |
| Strategic Global Advisors, LLC | 19,284 | $411.5K | 0.07% | +19,284 | New |
| Gradient Investments LLC | 20,186 | $430.8K | 0.01% | −2,539−11.2% | Reduced |
| Studio Investment Management LLC | 20,237 | $431.9K | 0.13% | −2,549−11.2% | Reduced |
| Sciencast Management LP | 22,900 | $437.6K | 0.58% | +22,900 | New |
| Mount Yale Investment Advisors, LLC | 20,892 | $445.8K | 0.05% | +2,142+11.4% | Added |
| Spire Wealth Management | 21,480 | $458.4K | 0.02% | −3,920−15.4% | Reduced |
| Charles Schwab Investment Management Inc | 21,645 | $461.9K | 0.00% | +5,940+37.8% | Added |
| BNP Paribas Arbitrage, SA | 21,688 | $462.8K | 0.00% | −45,108−67.5% | Reduced |
| Verition Fund Management LLC | 21,953 | $468.5K | 0.01% | +10,166+86.2% | Added |
| Evergreen Capital Management LLC | 22,072 | $471.0K | 0.02% | +2,339+11.9% | Added |
| Boston Private Wealth LLC | 22,264 | $475.1K | 0.01% | +164+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,411 | $478.0K | 0.00% | −93−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 23,707 | $505.0K | 0.00% | +1,415+6.3% | Added |
| Deuterium Capital Management, LLC | 26,180 | $505.0K | 0.85% | +9,301+55.1% | Added |
| Jefferies Financial Group Inc. | 24,011 | $512.4K | 0.01% | +24,011 | New |
| Financial Counselors Inc | 24,257 | $518.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 24,660 | $526.2K | 0.01% | +2,021+8.9% | Added |
| Polar Capital Holdings Plc | 25,000 | $533.5K | 0.00% | −601,773−96.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 25,579 | $545.9K | 0.00% | +7,376+40.5% | Added |
| Aj Wealth Strategies, LLC | 25,893 | $552.6K | 0.03% | +25,893 | New |
| Sequoia Financial Advisors, LLC | 26,160 | $558.3K | 0.01% | +521+2.0% | Added |
| Kathmere Capital Management, LLC | 26,248 | $560.1K | 0.09% | +5,076+24.0% | Added |
| Cerity Partners LLC | 26,388 | $563.1K | 0.00% | +6,861+35.1% | Added |
| TownSquare Capital, LLC | 26,705 | $569.9K | 0.01% | +1,497+5.9% | Added |
| Capital Wealth Planning, LLC | 26,829 | $572.5K | 0.01% | +26,829 | New |
| Penserra Capital Management LLC | 26,997 | $575.0K | 0.01% | +19,508+260.5% | Added |
| Cookson Peirce & Co Inc | 27,382 | $584.0K | 0.04% | −1,685−5.8% | Reduced |
| Ronald Blue Trust, Inc. | 31,469 | $588.0K | 0.01% | +5,453+21.0% | Added |
| National Bank of Canada | 27,965 | $592.8K | 0.00% | −514,177−94.8% | Reduced |
| Atlas Capital Advisors LLC | 27,856 | $594.4K | 0.09% | −148−0.5% | Reduced |
| Eqis Capital Management, Inc. | 28,213 | $602.1K | 0.07% | −19,310−40.6% | Reduced |
| Cordatus Wealth Management LLC | 28,355 | $605.0K | 0.77% | +28,355 | New |
| HighTower Advisors, LLC | 28,737 | $612.0K | 0.00% | −4,961−14.7% | Reduced |
| Advisors Capital Management, LLC | 28,680 | $612.0K | 0.02% | +28,680 | New |
| Amia Capital LLP | 30,000 | $632.6K | 1.72% | +30,000 | New |
| ABN AMRO Bank N.V. | 30,026 | $634.1K | 0.01% | +30,026 | New |
| Axq Capital, LP | 29,800 | $635.9K | 0.25% | +29,800 | New |
| Quadrant Capital Group LLC | 30,031 | $640.9K | 0.07% | +1,911+6.8% | Added |
| Cetera Investment Advisers | 30,108 | $642.5K | 0.01% | −2,730−8.3% | Reduced |
| Lingohr & Partner Asset Management GmbH | 31,668 | $651.0K | 1.66% | −1,560−4.7% | Reduced |
| MML Investors Services, LLC | 31,343 | $669.0K | 0.00% | −10,819−25.7% | Reduced |
| Vise Technologies, Inc. | 31,627 | $674.9K | 0.18% | +4,409+16.2% | Added |
| Horizon Investments, LLC | 32,050 | $683.9K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 32,227 | $688.0K | 0.04% | +1,166+3.8% | Added |
| Rehmann Capital Advisory Group | 32,332 | $690.0K | 0.06% | −3,547−9.9% | Reduced |
| Prospera Financial Services Inc | 32,769 | $699.3K | 0.03% | +32,769 | New |
| Cutler Group LP | 32,932 | $702.0K | 0.11% | +32,932 | New |
| Morningstar Investment Services LLC | 34,722 | $706.0K | 0.01% | +1,920+5.9% | Added |
| Clarius Group, LLC | 33,145 | $706.6K | 0.06% | +487+1.5% | Added |
| First Republic Investment Management, Inc. | 33,459 | $714.0K | 0.00% | +19,591+141.3% | Added |
| Old National Bancorp | 33,485 | $714.6K | 0.02% | +8,097+31.9% | Added |
| CTC LLC | 34,949 | $716.8K | 0.02% | +34,949 | New |
| Advisor Partners II, LLC | 34,170 | $729.2K | 0.04% | +2,495+7.9% | Added |