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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 51,835 | $1.06M | 0.03% | +51,835 | New |
| Banco Santander, S.A. | 54,976 | $1.06M | 0.02% | −14,220−20.6% | Reduced |
| Liberty One Investment Management, LLC | 49,062 | $1.05M | 0.14% | −2,948−5.7% | Reduced |
| Jane Street Group, LLC | 48,624 | $1.04M | 0.00% | −77,464−61.4% | Reduced |
| Greenleaf Trust | 48,293 | $1.03M | 0.01% | +45+0.1% | Added |
| Quantinno Capital Management LP | 46,648 | $995.0K | 0.07% | +11,711+33.5% | Added |
| Wexford Capital LP | 46,608 | $983.4K | 0.20% | −7,904−14.5% | Reduced |
| Investors Research Corp | 46,034 | $982.4K | 0.26% | −775−1.7% | Reduced |
| Adams Wealth Management | 45,779 | $976.9K | 0.32% | +45,779 | New |
| Nordwand Advisors, LLC | 45,220 | $965.0K | 0.16% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 45,138 | $963.0K | 0.00% | +23,513+108.7% | Added |
| CI Private Wealth, LLC | 45,106 | $962.6K | 0.00% | +27,415+155.0% | Added |
| Credit Capital Investments LLC | 45,000 | $960.3K | 1.25% | +45,000 | New |
| Cubist Systematic Strategies, LLC | 44,248 | $944.3K | 0.01% | +44,248 | New |
| Baker Ellis Asset Management LLC | 44,114 | $941.4K | 0.17% | +18,514+72.3% | Added |
| BTC Capital Management, Inc. | 44,010 | $928.6K | 0.11% | −4,287−8.9% | Reduced |
| Qsemble Capital Management, LP | 43,400 | $926.2K | 0.62% | −11,800−21.4% | Reduced |
| Advisors Asset Management, Inc. | 43,193 | $921.7K | 0.02% | −3,405−7.3% | Reduced |
| Qtron Investments LLC | 43,195 | $912.1K | 0.19% | −4,785−10.0% | Reduced |
| Bailard, Inc. | 41,217 | $879.6K | 0.03% | +41,217 | New |
| Vestmark Advisory Solutions, Inc. | 40,698 | $868.5K | 0.04% | +91+0.2% | Added |
| Park Avenue Securities LLC | 40,021 | $854.0K | 0.01% | −8,962−18.3% | Reduced |
| WealthTrust Asset Management, LLC | 39,957 | $852.7K | 0.81% | +39,957 | New |
| Private Advisor Group, LLC | 39,677 | $846.7K | 0.01% | −1,387−3.4% | Reduced |
| SOL Capital Management CO | 39,580 | $844.6K | 0.14% | 00.0% | Unchanged |
| Centennial Bank | 39,641 | $835.9K | 0.55% | −10,219−20.5% | Reduced |
| Raymond James Trust N.A. | 38,901 | $830.0K | 0.03% | +6,812+21.2% | Added |
| Gardner Lewis Asset Management L P | 38,750 | $826.9K | 0.29% | +38,750 | New |
| Perigon Wealth Management, LLC | 38,714 | $826.2K | 0.05% | +38,714 | New |
| Simplex Trading, LLC | 38,202 | $815.0K | 0.04% | +38,202 | New |
| Virtu Financial LLC | 37,353 | $797.0K | 0.08% | +37,353 | New |
| Gabelli Funds LLC | 37,000 | $789.6K | 0.01% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 40,000 | $788.8K | 0.36% | +40,000 | New |
| Cetera Advisor Networks LLC | 36,963 | $788.8K | 0.01% | −1,184−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,590 | $780.8K | 0.00% | −22,731−38.3% | Reduced |
| LGT Fund Management Co Ltd. | 36,500 | $769.7K | 0.33% | +36,500 | New |
| Legacy Capital Group California, Inc. | 35,974 | $767.7K | 0.37% | +35,974 | New |
| Advisor Partners II, LLC | 34,170 | $729.2K | 0.04% | +2,495+7.9% | Added |
| CTC LLC | 34,949 | $716.8K | 0.02% | +34,949 | New |
| Old National Bancorp | 33,485 | $714.6K | 0.02% | +8,097+31.9% | Added |
| First Republic Investment Management, Inc. | 33,459 | $714.0K | 0.00% | +19,591+141.3% | Added |
| Clarius Group, LLC | 33,145 | $706.6K | 0.06% | +487+1.5% | Added |
| Morningstar Investment Services LLC | 34,722 | $706.0K | 0.01% | +1,920+5.9% | Added |
| Cutler Group LP | 32,932 | $702.0K | 0.11% | +32,932 | New |
| Prospera Financial Services Inc | 32,769 | $699.3K | 0.03% | +32,769 | New |
| Rehmann Capital Advisory Group | 32,332 | $690.0K | 0.06% | −3,547−9.9% | Reduced |
| Lake Street Advisors Group, LLC | 32,227 | $688.0K | 0.04% | +1,166+3.8% | Added |
| Horizon Investments, LLC | 32,050 | $683.9K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 31,627 | $674.9K | 0.18% | +4,409+16.2% | Added |
| MML Investors Services, LLC | 31,343 | $669.0K | 0.00% | −10,819−25.7% | Reduced |
| Lingohr & Partner Asset Management GmbH | 31,668 | $651.0K | 1.66% | −1,560−4.7% | Reduced |
| Cetera Investment Advisers | 30,108 | $642.5K | 0.01% | −2,730−8.3% | Reduced |
| Quadrant Capital Group LLC | 30,031 | $640.9K | 0.07% | +1,911+6.8% | Added |
| Axq Capital, LP | 29,800 | $635.9K | 0.25% | +29,800 | New |
| ABN AMRO Bank N.V. | 30,026 | $634.1K | 0.01% | +30,026 | New |
| Amia Capital LLP | 30,000 | $632.6K | 1.72% | +30,000 | 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 |
| Cordatus Wealth Management LLC | 28,355 | $605.0K | 0.77% | +28,355 | New |
| Eqis Capital Management, Inc. | 28,213 | $602.1K | 0.07% | −19,310−40.6% | Reduced |
| Atlas Capital Advisors LLC | 27,856 | $594.4K | 0.09% | −148−0.5% | Reduced |
| National Bank of Canada | 27,965 | $592.8K | 0.00% | −514,177−94.8% | Reduced |
| Ronald Blue Trust, Inc. | 31,469 | $588.0K | 0.01% | +5,453+21.0% | Added |
| Cookson Peirce & Co Inc | 27,382 | $584.0K | 0.04% | −1,685−5.8% | Reduced |
| Penserra Capital Management LLC | 26,997 | $575.0K | 0.01% | +19,508+260.5% | Added |
| Capital Wealth Planning, LLC | 26,829 | $572.5K | 0.01% | +26,829 | New |
| TownSquare Capital, LLC | 26,705 | $569.9K | 0.01% | +1,497+5.9% | Added |
| Cerity Partners LLC | 26,388 | $563.1K | 0.00% | +6,861+35.1% | Added |
| Kathmere Capital Management, LLC | 26,248 | $560.1K | 0.09% | +5,076+24.0% | Added |
| Sequoia Financial Advisors, LLC | 26,160 | $558.3K | 0.01% | +521+2.0% | Added |
| Aj Wealth Strategies, LLC | 25,893 | $552.6K | 0.03% | +25,893 | New |
| Raymond James Financial Services Advisors, Inc. | 25,579 | $545.9K | 0.00% | +7,376+40.5% | Added |
| Polar Capital Holdings Plc | 25,000 | $533.5K | 0.00% | −601,773−96.0% | Reduced |
| National Asset Management, Inc. | 24,660 | $526.2K | 0.01% | +2,021+8.9% | Added |
| Financial Counselors Inc | 24,257 | $518.0K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 24,011 | $512.4K | 0.01% | +24,011 | New |
| Deuterium Capital Management, LLC | 26,180 | $505.0K | 0.85% | +9,301+55.1% | Added |
| Commonwealth Equity Services, LLC | 23,707 | $505.0K | 0.00% | +1,415+6.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,411 | $478.0K | 0.00% | −93−0.4% | Reduced |
| Boston Private Wealth LLC | 22,264 | $475.1K | 0.01% | +164+0.7% | Added |
| Evergreen Capital Management LLC | 22,072 | $471.0K | 0.02% | +2,339+11.9% | Added |
| Verition Fund Management LLC | 21,953 | $468.5K | 0.01% | +10,166+86.2% | Added |
| BNP Paribas Arbitrage, SA | 21,688 | $462.8K | 0.00% | −45,108−67.5% | Reduced |
| Charles Schwab Investment Management Inc | 21,645 | $461.9K | 0.00% | +5,940+37.8% | Added |
| Spire Wealth Management | 21,480 | $458.4K | 0.02% | −3,920−15.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,892 | $445.8K | 0.05% | +2,142+11.4% | Added |
| Sciencast Management LP | 22,900 | $437.6K | 0.58% | +22,900 | New |
| Studio Investment Management LLC | 20,237 | $431.9K | 0.13% | −2,549−11.2% | Reduced |
| Gradient Investments LLC | 20,186 | $430.8K | 0.01% | −2,539−11.2% | Reduced |
| Strategic Global Advisors, LLC | 19,284 | $411.5K | 0.07% | +19,284 | New |
| GWM Advisors LLC | 18,449 | $393.7K | 0.00% | +7,182+63.7% | Added |
| Dorsey & Whitney Trust CO LLC | 17,792 | $379.7K | 0.03% | +3,278+22.6% | Added |
| Glenmede Trust Co NA | 17,484 | $373.1K | 0.00% | +2,807+19.1% | Added |
| M&T Bank Corp | 17,242 | $368.4K | 0.00% | −1,811−9.5% | Reduced |
| Gallacher Capital Management LLC | 17,146 | $365.9K | 0.22% | −740−4.1% | Reduced |
| American Trust Investment Advisors, LLC | 17,040 | $363.6K | 0.22% | 00.0% | Unchanged |
| Zhang Financial LLC | 16,810 | $358.7K | 0.04% | −806−4.6% | Reduced |
| Colony Group LLC | 16,750 | $357.0K | 0.01% | −2,450−12.8% | Reduced |
| Sage Rhino Capital LLC | 16,421 | $350.4K | 0.10% | +30+0.2% | Added |
| We Are One Seven, LLC | 16,316 | $348.2K | 0.02% | +16,316 | New |