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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 16,008 | $341.6K | 0.02% | +16,008 | New |
| Checchi Capital Advisers, LLC | 15,875 | $338.8K | 0.03% | −368−2.3% | Reduced |
| Clearstead Advisors, LLC | 15,571 | $332.3K | 0.02% | −1,345−8.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 15,289 | $326.3K | 0.16% | −3,351−18.0% | Reduced |
| Ballentine Partners, LLC | 15,076 | $321.7K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 15,000 | $320.1K | 0.18% | +15,000 | New |
| Two Sigma Securities, LLC | 14,938 | $318.8K | 0.03% | +14,938 | New |
| Fisher Asset Management, LLC | 14,522 | $309.9K | 0.00% | −5,074−25.9% | Reduced |
| Susquehanna International Group Ltd. | 14,508 | $309.6K | 0.18% | −4,305−22.9% | Reduced |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 14,291 | $305.0K | 0.04% | +14,291 | New |
| Bridgefront Capital, LLC | 13,954 | $297.8K | 0.18% | +3,150+29.2% | Added |
| swisspartners Advisors Ltd | 14,000 | $295.1K | 0.25% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 13,791 | $294.3K | 0.23% | +549+4.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,452 | $287.1K | 0.00% | +13,452 | New |
| Prudential Financial Inc | 17,785 | $286.9K | 0.00% | −291−1.6% | Reduced |
| Seed Wealth Management, Inc. | 13,135 | $280.3K | 0.32% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 13,072 | $278.9K | 0.04% | −2,579−16.5% | Reduced |
| Tudor Investment Corp Et Al | 13,041 | $278.0K | 0.01% | +13,041 | New |
| Pinnacle Associates Ltd | 13,019 | $277.8K | 0.01% | +378+3.0% | Added |
| Ascent Group, LLC | 12,999 | $277.4K | 0.03% | +389+3.1% | Added |
| Compton Wealth Advisory Group, LLC | 12,591 | $268.7K | 0.09% | −523−4.0% | Reduced |
| Comerica Securities,inc. | 12,517 | $267.1K | 0.02% | −3,027−19.5% | Reduced |
| Integrated Investment Consultants, LLC | 12,371 | $264.0K | 0.08% | +12,371 | New |
| Guggenheim Capital LLC | 12,327 | $263.1K | 0.00% | +12,327 | New |
| Valeo Financial Advisors, LLC | 12,225 | $260.9K | 0.01% | +12,225 | New |
| Capital Asset Advisory Services LLC | 11,723 | $250.2K | 0.02% | −2,543−17.8% | Reduced |
| PDS Planning, Inc | 11,681 | $249.3K | 0.03% | +11,681 | New |
| Pictet & Cie (Europe) SA | 11,666 | $246.3K | 0.01% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 11,790 | $245.1K | 0.11% | +62+0.5% | Added |
| MAI Capital Management | 11,436 | $244.0K | 0.00% | +11,436 | New |
| Beverly Hills Private Wealth, LLC | 11,430 | $243.9K | 0.08% | +11,430 | New |
| Ethic Inc. | 11,402 | $243.3K | 0.01% | −5,304−31.7% | Reduced |
| Synovus Financial Corp | 11,307 | $241.3K | 0.00% | −977−8.0% | Reduced |
| Lindbrook Capital, LLC | 11,212 | $239.3K | 0.03% | −5,209−31.7% | Reduced |
| Wrapmanager Inc | 10,998 | $234.7K | 0.07% | +233+2.2% | Added |
| Schonfeld Strategic Advisors LLC | 10,900 | $232.6K | 0.00% | +10,900 | New |
| Stonegate Investment Group, LLC | 10,835 | $231.2K | 0.01% | +10,835 | New |
| Stephens Inc | 10,826 | $231.0K | 0.00% | +308+2.9% | Added |
| 180 Wealth Advisors, LLC | 10,804 | $230.6K | 0.05% | −144−1.3% | Reduced |
| Select Asset Management & Trust | 10,750 | $230.0K | 0.20% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 12,272 | $229.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10,634 | $226.9K | 0.00% | −240−2.2% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 10,697 | $222.4K | 0.05% | −126,134−92.2% | Reduced |
| Marshall Wace, LLP | 10,527 | $222.3K | 0.00% | −5,511,834−99.8% | Reduced |
| Covenant Partners, LLC | 10,273 | $219.2K | 0.08% | +10,273 | New |
| Commerce Bank | 10,118 | $215.9K | 0.00% | −662−6.1% | Reduced |
| Diligent Investors, LLC | 10,000 | $213.4K | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,921 | $211.7K | 0.06% | −275−2.7% | Reduced |
| Cozad Asset Management Inc | 9,732 | $207.7K | 0.03% | −631−6.1% | Reduced |
| Calamos Wealth Management LLC | 9,695 | $206.9K | 0.02% | +9,695 | New |
| RMR Wealth Builders | 9,580 | $204.4K | 0.04% | +9,580 | New |
| International Assets Investment Management, LLC | 9,567 | $204.2K | 0.03% | +9,567 | New |
| Great Lakes Advisors, LLC | 9,548 | $203.8K | 0.00% | +9,548 | New |
| Parallel Advisors, LLC | 8,705 | $185.8K | 0.01% | −1,637−15.8% | Reduced |
| Kapitalo Investimentos Ltda | 8,220 | $175.4K | 0.06% | +3,820+86.8% | Added |
| CWM, LLC | 6,961 | $149.0K | 0.00% | +464+7.1% | Added |
| EverSource Wealth Advisors, LLC | 5,832 | $124.5K | 0.02% | −373−6.0% | Reduced |
| TD Waterhouse Canada Inc. | 5,310 | $112.1K | 0.00% | +4,000+305.3% | Added |
| Chesapeake Asset Management LLC | 4,950 | $105.6K | 0.10% | +4,950 | New |
| State of Wyoming | 4,759 | $101.6K | 0.03% | −1,171−19.7% | Reduced |
| IFP Advisors, Inc | 6,194 | $96.8K | 0.00% | −2,668−30.1% | Reduced |
| Huntington National Bank | 4,458 | $95.1K | 0.00% | +496+12.5% | Added |
| Proequities, Inc. | 4,455 | $95.1K | 0.01% | −1,102−19.8% | Reduced |
| Financial Perspectives, Inc | 4,094 | $87.4K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,221 | $68.7K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 2,700 | $58.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 2,506 | $53.5K | 0.00% | 00.0% | Unchanged |
| JBF Capital, Inc. | 2,500 | $52.7K | 0.01% | +2,500 | New |
| Rosenberg Matthew Hamilton | 2,457 | $52.4K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,428 | $51.8K | 0.00% | +229+10.4% | Added |
| Umb Bank N A | 2,238 | $47.8K | 0.00% | +1,222+120.3% | Added |
| Accel Wealth Management | 2,068 | $44.1K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,059 | $43.9K | 0.00% | −4,294−67.6% | Reduced |
| Ameritas Advisory Services, LLC | 1,925 | $41.1K | 0.00% | +1,925 | New |
| Harvest Fund Management Co., Ltd | 1,887 | $40.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,814 | $38.7K | 0.00% | +1,194+192.6% | Added |
| Zions Bancorporation, N.A. | 1,671 | $35.7K | 0.00% | −1,184−41.5% | Reduced |
| Massmutual Trust Co FSB | 1,612 | $34.4K | 0.00% | +445+38.1% | Added |
| Ten Capital Wealth Advisors, LLC | 1,491 | $31.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,455 | $31.1K | 0.01% | +91+6.7% | Added |
| Global Retirement Partners, LLC | 1,520 | $29.4K | 0.00% | −109−6.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,118 | $23.9K | 0.00% | +214+23.7% | Added |
| Resurgent Financial Advisors LLC | 1,043 | $22.3K | 0.01% | +1,043 | New |
| Community Bank, N.A. | 1,000 | $21.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 994 | $21.2K | 0.00% | −272−21.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 958 | $20.0K | 0.01% | +800+506.3% | Added |
| Steward Partners Investment Advisory, LLC | 937 | $20.0K | 0.00% | −417−30.8% | Reduced |
| Acima Private Wealth, LLC | 934 | $19.9K | 0.01% | +934 | New |
| Park Place Capital Corp | 916 | $19.5K | 0.01% | −212−18.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 828 | $17.7K | 0.00% | −8−1.0% | Reduced |
| Syverson Strege & Co | 811 | $17.3K | 0.01% | +811 | New |
| Advisory Services Network, LLC | 740 | $15.8K | 0.00% | +285+62.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 701 | $15.0K | 0.00% | −750−51.7% | Reduced |
| JFS Wealth Advisors, LLC | 666 | $14.2K | 0.00% | +35+5.5% | Added |
| First Horizon Advisors, Inc. | 590 | $12.6K | 0.00% | +85+16.8% | Added |
| Financial Management Professionals, Inc. | 518 | $11.0K | 0.00% | +385+289.5% | Added |
| Raffa Wealth Management, LLC | 505 | $10.8K | 0.00% | −15−2.9% | Reduced |
| HM Payson & Co | 505 | $10.8K | 0.00% | 00.0% | Unchanged |