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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 399,485 | $8.53M | 0.02% | −657,270−62.2% | Reduced |
| Neuberger Berman Group LLC | 397,275 | $8.41M | 0.01% | −2,393,711−85.8% | Reduced |
| Lord, Abbett & Co. LLC | 391,048 | $8.24M | 0.03% | −117,144−23.1% | Reduced |
| LGT Group Foundation | 389,431 | $8.21M | 0.24% | −283,452−42.1% | Reduced |
| CIBC World Markets Inc. | 380,649 | $8.03M | 0.03% | +9,207+2.5% | Added |
| Nuveen Asset Management, LLC | 348,290 | $7.43M | 0.00% | +225,651+184.0% | Added |
| Contravisory Investment Management, Inc. | 344,119 | $7.34M | 2.07% | −5,118−1.5% | Reduced |
| Investment House LLC | 330,813 | $7.06M | 0.58% | +330,813 | New |
| RBF Capital, LLC | 325,000 | $6.94M | 0.50% | +35,000+12.1% | Added |
| Renaissance Group LLC | 309,714 | $6.61M | 0.30% | −87,664−22.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 307,643 | $6.56M | 0.10% | +68,223+28.5% | Added |
| Credit Agricole S A | 302,832 | $6.46M | 0.28% | −63,762−17.4% | Reduced |
| Achmea Investment Management B.V. | 291,320 | $6.15M | 0.18% | +584+0.2% | Added |
| SEI Investments Co | 287,258 | $6.13M | 0.01% | +17,049+6.3% | Added |
| Connectus Wealth, LLC | 280,928 | $6.00M | 0.15% | +51,886+22.7% | Added |
| Westpac Banking Corp | 296,223 | $5.71M | 0.08% | +296,223 | New |
| Point Break Capital Management, LLC | 245,800 | $5.25M | 4.92% | +245,800 | New |
| Patient Capital Management, LLC | 222,800 | $4.75M | 2.12% | +222,800 | New |
| Mercer Global Advisors Inc | 221,559 | $4.73M | 0.02% | −12,789−5.5% | Reduced |
| Crossmark Global Holdings, Inc. | 220,007 | $4.70M | 0.11% | −3,202−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 221,894 | $4.63M | 0.01% | +40,850+22.6% | Added |
| Millennium Management LLC | 215,352 | $4.60M | 0.01% | +215,352 | New |
| First Trust Advisors LP | 210,988 | $4.46M | 0.01% | −86,054−29.0% | Reduced |
| MetLife Investment Management | 206,489 | $4.37M | 0.03% | −13,155−6.0% | Reduced |
| Value Partners Investments Inc. | 203,434 | $4.34M | 0.36% | −120,060−37.1% | Reduced |
| Advisor Group Holdings, Inc. | 196,055 | $4.18M | 0.01% | −18,764−8.7% | Reduced |
| Clearbridge Investments, LLC | 193,847 | $4.03M | 0.00% | −7,242−3.6% | Reduced |
| CTF Capital Management, LP | 188,600 | $4.02M | 2.61% | +188,600 | New |
| Ontario Teachers Pension Plan Board | 185,857 | $3.92M | 0.04% | +185,857 | New |
| Dorsey Wright & Associates | 172,205 | $3.68M | 1.11% | −11,581−6.3% | Reduced |
| HSBC Holdings PLC | 167,797 | $3.55M | 0.00% | −193,572−53.6% | Reduced |
| Ossiam | 152,578 | $3.22M | 0.07% | +17,237+12.7% | Added |
| Exane Asset Management | 151,651 | $3.20M | 1.82% | −779,320−83.7% | Reduced |
| Metropolitan Life Insurance Co | 144,227 | $3.05M | 0.16% | −728−0.5% | Reduced |
| PDT Partners, LLC | 140,412 | $3.00M | 0.41% | +36,024+34.5% | Added |
| 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 |
| Logan Capital Management Inc | 137,451 | $2.93M | 0.14% | −25,910−15.9% | Reduced |
| Stifel Financial Corp | 136,101 | $2.90M | 0.00% | +43,282+46.6% | Added |
| Jackson Wealth Management, LLC | 133,122 | $2.84M | 2.14% | +133,122 | New |
| Wetherby Asset Management Inc | 132,279 | $2.82M | 0.17% | −3,382−2.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 131,530 | $2.81M | 0.10% | +131,530 | New |
| Metis Global Partners, LLC | 131,148 | $2.77M | 0.18% | −20,197−13.3% | Reduced |
| Bridgeway Capital Management, LLC | 125,000 | $2.67M | 0.07% | −37,900−23.3% | Reduced |
| Hiddenite Capital Partners LP | 125,000 | $2.67M | 3.62% | +125,000 | New |
| Mariner, LLC | 122,041 | $2.60M | 0.01% | −1,900−1.5% | Reduced |
| KCS Wealth Advisory | 119,734 | $2.56M | 0.97% | −829−0.7% | Reduced |
| Squarepoint Ops LLC | 112,676 | $2.40M | 0.02% | +112,676 | New |
| Creative Planning | 109,549 | $2.34M | 0.00% | +9,420+9.4% | Added |
| Maryland State Retirement & Pension System | 107,322 | $2.26M | 0.05% | +107,322 | New |
| Highland Capital Management, LLC | 105,967 | $2.26M | 0.17% | +696+0.7% | Added |
| Independent Advisor Alliance | 103,690 | $2.21M | 0.11% | −2,185−2.1% | Reduced |
| Boston Partners | 103,209 | $2.20M | 0.00% | +15,517+17.7% | Added |
| Hantz Financial Services, Inc. | 102,249 | $2.18M | 0.06% | −11,340−10.0% | Reduced |
| Pathstone Family Office, LLC | 101,596 | $2.15M | 0.03% | +16,042+18.8% | Added |
| Scoggin Management LP | 100,000 | $2.13M | 3.11% | +100,000 | New |
| LPL Financial LLC | 96,188 | $2.05M | 0.00% | +8,084+9.2% | Added |
| United Services Automobile Association | 95,880 | $2.02M | 0.06% | −59,868−38.4% | Reduced |
| Ritholtz Wealth Management | 94,709 | $2.02M | 0.10% | +3,711+4.1% | Added |
| Oppenheimer & Co Inc | 90,659 | $1.93M | 0.04% | +73,912+441.3% | Added |
| PEAK6 Investments LLC | 89,999 | $1.92M | 0.12% | +89,999 | New |
| JustInvest LLC | 88,867 | $1.90M | 0.07% | +2,088+2.4% | Added |
| US Bancorp | 88,311 | $1.88M | 0.00% | +6,182+7.5% | Added |
| Beach Investment Counsel Inc | 86,446 | $1.84M | 0.25% | +73,746+580.7% | Added |
| British Columbia Investment Management Corp | 86,277 | $1.82M | 0.02% | +2,041+2.4% | Added |
| Tocqueville Asset Management L.P. | 83,782 | $1.79M | 0.03% | −608,101−87.9% | Reduced |
| Occudo Quantitative Strategies LP | 81,622 | $1.74M | 0.16% | +81,622 | New |
| Alaethes Wealth LLC | 78,718 | $1.68M | 0.98% | +4,387+5.9% | Added |
| Duality Advisers, LP | 76,274 | $1.63M | 0.18% | −28,525−27.2% | Reduced |
| Mitchell Capital Management Co | 75,201 | $1.60M | 0.40% | +1,894+2.6% | Added |
| Capital International Sarl | 75,071 | $1.59M | 0.08% | +75,071 | New |
| Ativo Capital Management LLC | 70,979 | $1.51M | 1.85% | −907−1.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 70,176 | $1.50M | 0.54% | −1,338−1.9% | Reduced |
| Victory Capital Management Inc | 67,762 | $1.45M | 0.00% | +67,762 | New |
| Vident Investment Advisory, LLC | 66,969 | $1.42M | 0.05% | −30,394−31.2% | Reduced |
| First Hawaiian Bank | 66,285 | $1.41M | 0.05% | +12,379+23.0% | Added |
| The PNC Financial Services Group, Inc. | 64,927 | $1.39M | 0.00% | −1,206−1.8% | Reduced |
| Cullen Capital Management LLC | 64,817 | $1.38M | 0.01% | −2,037−3.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 63,743 | $1.36M | 0.51% | 00.0% | Unchanged |
| Cigna Investments Inc | 62,311 | $1.32M | 0.26% | −1,847−2.9% | Reduced |
| Altman Advisors, Inc. | 74,058 | $1.30M | 1.19% | +1,047+1.4% | Added |
| Integrated Wealth Concepts LLC | 60,152 | $1.28M | 0.03% | +60,152 | New |
| Atria Investments LLC | 59,801 | $1.28M | 0.02% | +59,801 | New |
| AE Wealth Management LLC | 59,668 | $1.27M | 0.01% | +45,061+308.5% | Added |
| Yousif Capital Management, LLC | 59,151 | $1.26M | 0.02% | +240+0.4% | Added |
| Signaturefd, LLC | 55,897 | $1.19M | 0.03% | +3,747+7.2% | Added |
| Massachusetts Wealth Management | 55,350 | $1.18M | 1.22% | −2,600−4.5% | Reduced |
| Veriti Management LLC | 55,173 | $1.18M | 0.14% | +89+0.2% | Added |
| NatWest Group plc | 54,253 | $1.16M | 0.63% | −1,970−3.5% | Reduced |
| Simmons Bank | 54,165 | $1.16M | 0.10% | +54,165 | New |
| Forum Financial Management, LP | 53,533 | $1.14M | 0.03% | −100.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 52,915 | $1.13M | 0.71% | −482−0.9% | Reduced |
| Schechter Investment Advisors, LLC | 52,327 | $1.12M | 0.10% | −12,585−19.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 52,566 | $1.11M | 0.00% | +52,566 | New |
| Oppenheimer Asset Management Inc. | 51,548 | $1.10M | 0.02% | +20,042+63.6% | Added |
| Fifth Third Bancorp | 50,767 | $1.08M | 0.01% | −157−0.3% | Reduced |
| Truist Financial Corp | 50,762 | $1.08M | 0.00% | +10,237+25.3% | Added |
| D. E. Shaw & Co., Inc. | 50,577 | $1.08M | 0.00% | +9,989+24.6% | Added |
| Money Concepts Capital Corp | 50,068 | $1.07M | 0.06% | −3,556−6.6% | Reduced |
| Timelo Investment Management Inc. | 50,000 | $1.07M | 1.33% | +50,000 | New |