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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 505 | $10.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $10.7K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 496 | $10.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 463 | $9.88K | 0.00% | −114−19.8% | Reduced |
| Key Financial Inc | 456 | $9.73K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 451 | $9.63K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 441 | $9.41K | 0.00% | +441 | New |
| Sound Income Strategies, LLC | 434 | $9.26K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 451 | $8.42K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 400 | $8.20K | 0.01% | +400 | New |
| Assetmark, Inc | 310 | $6.62K | 0.00% | +93+42.9% | Added |
| Annapolis Financial Services, LLC | 309 | $6.59K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 289 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 269 | $5.74K | 0.01% | +100+59.2% | Added |
| Bokf, NA | 256 | $5.46K | 0.00% | −10,261−97.6% | Reduced |
| Bell Investment Advisors, Inc | 239 | $5.10K | 0.00% | −154−39.2% | Reduced |
| Bessemer Group Inc | 270 | $5.00K | 0.00% | −1,805−87.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 212 | $5.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 214 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 193 | $4.12K | 0.00% | +193 | New |
| Glen Eagle Advisors, LLC | 179 | $3.82K | 0.00% | −89−33.2% | Reduced |
| Column Capital Advisors, LLC | 167 | $3.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 138 | $2.94K | 0.00% | −17−11.0% | Reduced |
| Ahrens Investment Partners LLC | 119 | $2.54K | 0.00% | +119 | New |
| Clear Street Markets LLC | 100 | $2.00K | 0.00% | −3,291−97.1% | Reduced |
| James Investment Research Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 69 | $1.47K | 0.00% | +69 | New |
| Farther Finance Advisors, LLC | 56 | $1.20K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $1.00K | 0.00% | +65 | New |
| Financial Synergies Wealth Advisors, Inc. | 46 | $982 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 46 | $982 | 0.00% | +46 | New |
| Bogart Wealth, LLC | 25 | $534 | 0.00% | +25 | New |
| Sofos Investments, Inc. | 21 | $13 | 0.00% | +2+10.5% | Added |
| Tower Research Capital LLC (TRC) | 14 | $0 | 0.00% | −135−90.6% | Reduced |
| Forsta Ap-Fonden | 983,031 | $0 | 0.00% | +347,969+54.8% | Added |
| McClarren Financial Advisors, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Power Corp of Canada | 140,363 | – | – | −4,100−2.8% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,158,986−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −413,690−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −375,648−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −262,997−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −168,310−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −82,290−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −126,624−100.0% | Sold out |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −73,584−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −49,264−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −32,799−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −12,496−100.0% | Sold out |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −18,594−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −15,299−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −11,894−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −10,619−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −10,375−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Thomas White International Ltd | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Antonetti Capital Management LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| swisspartners Ltd. | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |
| Abeille Asset Management SA | – | – | – | – | Not filed |