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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 138,034 | $2.95M | 0.04% | −25,417−15.6% | Reduced |
| Orion Portfolio Solutions, LLC | 138,034 | $2.95M | 0.04% | +138,034 | New |
| PDT Partners, LLC | 140,412 | $3.00M | 0.41% | +36,024+34.5% | Added |
| Metropolitan Life Insurance Co | 144,227 | $3.05M | 0.16% | −728−0.5% | Reduced |
| Exane Asset Management | 151,651 | $3.20M | 1.82% | −779,320−83.7% | Reduced |
| Ossiam | 152,578 | $3.22M | 0.07% | +17,237+12.7% | Added |
| HSBC Holdings PLC | 167,797 | $3.55M | 0.00% | −193,572−53.6% | Reduced |
| Dorsey Wright & Associates | 172,205 | $3.68M | 1.11% | −11,581−6.3% | Reduced |
| Ontario Teachers Pension Plan Board | 185,857 | $3.92M | 0.04% | +185,857 | New |
| CTF Capital Management, LP | 188,600 | $4.02M | 2.61% | +188,600 | New |
| Clearbridge Investments, LLC | 193,847 | $4.03M | 0.00% | −7,242−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 196,055 | $4.18M | 0.01% | −18,764−8.7% | Reduced |
| Value Partners Investments Inc. | 203,434 | $4.34M | 0.36% | −120,060−37.1% | Reduced |
| MetLife Investment Management | 206,489 | $4.37M | 0.03% | −13,155−6.0% | Reduced |
| First Trust Advisors LP | 210,988 | $4.46M | 0.01% | −86,054−29.0% | Reduced |
| Millennium Management LLC | 215,352 | $4.60M | 0.01% | +215,352 | New |
| Ensign Peak Advisors, Inc | 221,894 | $4.63M | 0.01% | +40,850+22.6% | Added |
| Crossmark Global Holdings, Inc. | 220,007 | $4.70M | 0.11% | −3,202−1.4% | Reduced |
| Mercer Global Advisors Inc | 221,559 | $4.73M | 0.02% | −12,789−5.5% | Reduced |
| Patient Capital Management, LLC | 222,800 | $4.75M | 2.12% | +222,800 | New |
| Point Break Capital Management, LLC | 245,800 | $5.25M | 4.92% | +245,800 | New |
| Westpac Banking Corp | 296,223 | $5.71M | 0.08% | +296,223 | New |
| Connectus Wealth, LLC | 280,928 | $6.00M | 0.15% | +51,886+22.7% | Added |
| SEI Investments Co | 287,258 | $6.13M | 0.01% | +17,049+6.3% | Added |
| Achmea Investment Management B.V. | 291,320 | $6.15M | 0.18% | +584+0.2% | Added |
| Credit Agricole S A | 302,832 | $6.46M | 0.28% | −63,762−17.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 307,643 | $6.56M | 0.10% | +68,223+28.5% | Added |
| Renaissance Group LLC | 309,714 | $6.61M | 0.30% | −87,664−22.1% | Reduced |
| RBF Capital, LLC | 325,000 | $6.94M | 0.50% | +35,000+12.1% | Added |
| Investment House LLC | 330,813 | $7.06M | 0.58% | +330,813 | New |
| Contravisory Investment Management, Inc. | 344,119 | $7.34M | 2.07% | −5,118−1.5% | Reduced |
| Nuveen Asset Management, LLC | 348,290 | $7.43M | 0.00% | +225,651+184.0% | Added |
| CIBC World Markets Inc. | 380,649 | $8.03M | 0.03% | +9,207+2.5% | Added |
| LGT Group Foundation | 389,431 | $8.21M | 0.24% | −283,452−42.1% | Reduced |
| Lord, Abbett & Co. LLC | 391,048 | $8.24M | 0.03% | −117,144−23.1% | Reduced |
| Neuberger Berman Group LLC | 397,275 | $8.41M | 0.01% | −2,393,711−85.8% | Reduced |
| Two Sigma Advisers, LP | 399,485 | $8.53M | 0.02% | −657,270−62.2% | Reduced |
| Artemis Investment Management LLP | 413,397 | $8.71M | 0.11% | +413,397 | New |
| Baader Bank INC | 500,000 | $9.64M | 0.72% | +120,000+31.6% | Added |
| Assenagon Asset Management S.A. | 466,846 | $9.86M | 0.04% | +150,638+47.6% | Added |
| Baker Avenue Asset Management, LP | 464,764 | $9.92M | 0.54% | +299,795+181.7% | Added |
| Voya Investment Management LLC | 470,347 | $9.93M | 0.01% | +10,972+2.4% | Added |
| Channing Global Advisors, LLC | 483,275 | $10.2M | 11.23% | −15,323−3.1% | Reduced |
| Caption Management, LLC | 480,000 | $10.2M | 2.19% | +480,000 | New |
| Henry James International Management, Inc. | 482,277 | $10.3M | 4.36% | +17,414+3.7% | Added |
| Kite Lake Capital Management (UK) LLP | 500,000 | $10.6M | 11.35% | +500,000 | New |
| Moore Capital Management, LP | 515,000 | $11.0M | 0.34% | +515,000 | New |
| SPX Equities Gestao de Recursos Ltda | 551,483 | $11.8M | 0.79% | +551,483 | New |
| Quinn Opportunity Partners LLC | 578,366 | $12.3M | 1.32% | +578,366 | New |
| Capital Group Private Client Services, Inc. | 660,102 | $13.9M | 0.17% | −16,659−2.5% | Reduced |
| Levin Capital Strategies, L.P. | 654,485 | $14.0M | 1.76% | +634,485+3,172.4% | Added |
| Mutual of America Capital Management LLC | 665,306 | $14.1M | 0.17% | 00.0% | Unchanged |
| American Century Companies Inc | 687,467 | $14.7M | 0.01% | +65,671+10.6% | Added |
| Alliancebernstein L.P. | 712,435 | $15.2M | 0.01% | −28,434−3.8% | Reduced |
| Janney Capital Management LLC | 723,620 | $15.4M | 1.16% | −5,710−0.8% | Reduced |
| Pictet North America Advisors SA | 732,295 | $15.5M | 2.50% | 00.0% | Unchanged |
| Franklin Resources Inc | 732,198 | $15.5M | 0.01% | −191,655−20.7% | Reduced |
| TD Asset Management Inc | 745,340 | $15.7M | 0.02% | −14,303−1.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 753,412 | $15.9M | 0.36% | −277,456−26.9% | Reduced |
| USS Investment Management Ltd | 764,098 | $16.1M | 0.22% | +12,250+1.6% | Added |
| Capital International Investors | 769,440 | $16.2M | 0.00% | −2,573,281−77.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 773,666 | $16.3M | 0.04% | −6,429−0.8% | Reduced |
| Senator Investment Group LP | 850,000 | $18.1M | 1.00% | +850,000 | New |
| Verde Servicos Internacionais S.A. | 955,705 | $18.7M | 5.95% | +955,705 | New |
| Wells Fargo & Company | 897,476 | $19.2M | 0.01% | −287,456−24.3% | Reduced |
| Susquehanna International Securities, Ltd. | 911,367 | $19.4M | 11.95% | +637,412+232.7% | Added |
| Zurich Insurance Group Ltd | 937,599 | $19.8M | 0.25% | −581,164−38.3% | Reduced |
| State of Wisconsin Investment Board | 1,056,041 | $22.3M | 0.07% | +1,056,041 | New |
| Envestnet Asset Management Inc | 4,618,825 | $22.4M | 0.01% | +3,349,230+263.8% | Added |
| Raymond James & Associates | 1,078,493 | $23.0M | 0.02% | −196,154−15.4% | Reduced |
| Susquehanna International Group, LLP | 1,121,602 | $23.9M | 0.04% | +790,216+238.5% | Added |
| Miller Value Partners, LLC | 1,178,255 | $25.1M | 1.57% | +1,178,255 | New |
| Teachers Retirement System of the State of Kentucky | 1,208,750 | $25.8M | 0.26% | −152,500−11.2% | Reduced |
| Clark Capital Management Group, Inc. | 1,372,072 | $29.3M | 0.33% | −614,272−30.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,457,080 | $30.8M | 0.02% | +76,612+5.5% | Added |
| Black Diamond Capital Management, L.L.C. | 1,538,789 | $32.8M | 18.93% | +510,700+49.7% | Added |
| Brandes Investment Partners, LP | 1,574,155 | $33.6M | 0.71% | +1,456,691+1,240.1% | Added |
| Public Sector Pension Investment Board | 1,597,960 | $33.7M | 0.25% | +76,104+5.0% | Added |
| Susquehanna Fundamental Investments, LLC | 1,590,412 | $33.9M | 0.79% | −2,041−0.1% | Reduced |
| State of Tennessee, Treasury Department | 1,725,061 | $36.4M | 0.16% | −32,612−1.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,811,792 | $38.3M | 1.03% | +25,552+1.4% | Added |
| Jupiter Asset Management Ltd | 1,817,494 | $38.4M | 0.53% | +905,813+99.4% | Added |
| Banque Pictet & Cie SA | 1,945,006 | $41.1M | 0.40% | +111,143+6.1% | Added |
| Compagnie Lombard Odier SCmA | 1,946,279 | $41.1M | 1.03% | +127,190+7.0% | Added |
| Northern Trust Corp | 1,934,361 | $41.3M | 0.01% | +19,617+1.0% | Added |
| Todd Asset Management LLC | 2,206,318 | $47.1M | 1.14% | −232,061−9.5% | Reduced |
| Captrust Financial Advisors | 2,248,093 | $48.0M | 0.21% | −40,571−1.8% | Reduced |
| Ameriprise Financial Inc | 2,320,344 | $49.6M | 0.02% | +13,360+0.6% | Added |
| Bank of Montreal | 2,552,815 | $54.0M | 0.03% | −1,578,940−38.2% | Reduced |
| Odey Asset Management Group Ltd | 2,566,348 | $54.8M | 14.36% | +2,566,348 | New |
| BlackRock Inc. | 2,767,870 | $59.1M | 0.00% | +105,532+4.0% | Added |
| Great West Life Assurance Co | 2,823,107 | $59.7M | 0.15% | +91,078+3.3% | Added |
| Janus Henderson Group PLC | 2,851,140 | $60.3M | 0.04% | +791,312+38.4% | Added |
| Acadian Asset Management LLC | 3,011,676 | $63.6M | 0.28% | +2,225,078+282.9% | Added |
| Invesco Ltd. | 3,070,842 | $65.5M | 0.02% | −600,303−16.4% | Reduced |
| FIL Ltd | 3,229,888 | $68.2M | 0.08% | −4,485,845−58.1% | Reduced |
| Mackenzie Financial Corp | 3,347,373 | $70.5M | 0.11% | +3,347,373 | New |
| Citigroup Inc | 3,745,951 | $79.1M | 0.11% | +1,361,825+57.1% | Added |
| Pzena Investment Management LLC | 3,788,665 | $80.9M | 0.35% | −568,332−13.0% | Reduced |
| Aviva PLC | 4,192,010 | $88.6M | 0.40% | −1,545,946−26.9% | Reduced |