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, Q2 2023
Institutional positions in UBS Group AG as of Jun 30, 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
- 459
- +25 vs. Q1 2023
- Shares held
- 1.27B
- −147.8M (−10.4%) vs. Q1 2023
- Total value
- $25.7B
- −$4.31B (−14.4%) vs. Q1 2023
- New holders
- 93
- 163 more added
- Sold out
- 68
- 162 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 169,075,485 | $3.42B | 0.67% | +15,662,771+10.2% | Added |
| Dodge & Cox | 155,338,692 | $3.14B | 2.10% | +226,879+0.1% | Added |
| UBS Group AG | 113,827,839 | $2.31B | 1.00% | −188,590,954−62.4% | Reduced |
| Massachusetts Financial Services Co | 112,422,165 | $2.28B | 0.75% | +601,858+0.5% | Added |
| Vanguard Group Inc | 111,079,158 | $2.25B | 0.05% | +7,215,957+6.9% | Added |
| Credit Suisse AG | 102,867,647 | $2.09B | 2.09% | −1,431,078−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,497,470 | $859.5M | 3.79% | −1,218,161−2.8% | Reduced |
| FMR LLC | 37,328,316 | $756.1M | 0.06% | +1,504,213+4.2% | Added |
| Goldman Sachs Group Inc | 36,961,934 | $749.2M | 0.19% | −731,129−1.9% | Reduced |
| Pictet Asset Management SA | 27,778,145 | $561.8M | 0.67% | −1,666,273−5.7% | Reduced |
| Deutsche Bank AG | 22,116,895 | $448.3M | 0.24% | +5,433,526+32.6% | Added |
| JPMorgan Chase & Co | 20,281,210 | $411.1M | 0.05% | +9,661,130+91.0% | Added |
| Capital World Investors | 18,056,807 | $367.4M | 0.07% | +11,900,050+193.3% | Added |
| Wellington Management Group LLP | 18,100,056 | $366.1M | 0.07% | −1,140,211−5.9% | Reduced |
| Amundi | 17,209,017 | $352.3M | 0.18% | +2,464,731+16.7% | Added |
| Bank of America Corp | 17,065,749 | $345.9M | 0.04% | +8,626,468+102.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,128,292 | $265.6M | 0.41% | +995,559+8.2% | Added |
| Vontobel Holding Ltd. | 11,650,853 | $235.4M | 2.07% | −2,244,330−16.2% | Reduced |
| Morgan Stanley | 10,779,659 | $218.5M | 0.02% | +1,123,920+11.6% | Added |
| Citigroup Inc | 8,964,272 | $181.3M | 0.23% | +5,218,321+139.3% | Added |
| Causeway Capital Management LLC | 8,903,128 | $180.1M | 4.74% | −747,512−7.7% | Reduced |
| Russell Investments Group, Ltd. | 7,898,625 | $159.7M | 0.31% | −1,227,680−13.5% | Reduced |
| Royal Bank of Canada | 7,553,670 | $153.1M | 0.04% | −1,743,984−18.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,405,836 | $149.8M | 0.12% | −2,106,970−22.1% | Reduced |
| Bank of New York Mellon Corp | 6,917,590 | $140.2M | 0.03% | +47,315+0.7% | Added |
| Allianz Asset Management GmbH | 6,603,764 | $133.6M | 0.28% | −2,250,948−25.4% | Reduced |
| Pzena Investment Management LLC | 6,140,954 | $124.5M | 0.53% | +2,352,289+62.1% | Added |
| Banque Cantonale Vaudoise | 6,142,869 | $124.2M | 5.80% | +49,354+0.8% | Added |
| M&G Investment Management Ltd | 6,132,184 | $123.2M | 0.74% | +1,104,364+22.0% | Added |
| Royal London Asset Management Ltd | 5,707,517 | $115.7M | 0.37% | +918,822+19.2% | Added |
| DekaBank Deutsche Girozentrale | 5,168,072 | $103.7M | 0.23% | −2,639,231−33.8% | Reduced |
| ARGA Investment Management, LP | 4,430,409 | $89.6M | 3.16% | +8,760+0.2% | Added |
| FIL Ltd | 4,224,887 | $85.5M | 0.10% | +994,999+30.8% | Added |
| Aviva PLC | 3,993,319 | $80.8M | 0.33% | −198,691−4.7% | Reduced |
| Korea Investment CORP | 3,915,082 | $79.2M | 0.22% | −493,029−11.2% | Reduced |
| BlackRock Inc. | 3,829,049 | $77.6M | 0.00% | +1,061,179+38.3% | Added |
| Natixis Advisors, L.P. | 3,822,327 | $77.5M | 0.24% | −333,773−8.0% | Reduced |
| AXA S.A. | 3,417,156 | $69.3M | 0.23% | −1,770,948−34.1% | Reduced |
| Thornburg Investment Management Inc | 2,831,041 | $57.2M | 0.93% | −2,005,893−41.5% | Reduced |
| Discovery Capital Management, LLC | 2,814,800 | $56.9M | 6.64% | +2,814,800 | New |
| Great West Life Assurance Co | 2,618,106 | $53.2M | 0.13% | −205,001−7.3% | Reduced |
| Mackenzie Financial Corp | 2,596,956 | $53.0M | 0.08% | −750,417−22.4% | Reduced |
| Janus Henderson Group PLC | 2,612,196 | $52.8M | 0.03% | −238,944−8.4% | Reduced |
| Ameriprise Financial Inc | 2,545,526 | $51.5M | 0.02% | +225,182+9.7% | Added |
| Patient Capital Management, LLC | 2,488,265 | $50.4M | 2.81% | +2,265,465+1,016.8% | Added |
| Odey Asset Management LLP | 2,371,813 | $48.1M | 17.67% | +2,371,813 | New |
| Captrust Financial Advisors | 2,237,175 | $45.3M | 0.18% | −10,918−0.5% | Reduced |
| Compagnie Lombard Odier SCmA | 2,073,456 | $41.9M | 1.17% | +127,177+6.5% | Added |
| Bank of Montreal | 2,037,581 | $41.7M | 0.03% | −515,234−20.2% | Reduced |
| Canada Pension Plan Investment Board | 2,003,512 | $40.5M | 0.06% | −4,027,593−66.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,967,480 | $39.8M | 0.18% | −2,455,484−55.5% | Reduced |
| Northern Trust Corp | 1,908,136 | $38.7M | 0.01% | −26,225−1.4% | Reduced |
| Banque Pictet & Cie SA | 1,813,296 | $36.7M | 0.32% | −131,710−6.8% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,762,882 | $35.6M | 0.89% | −48,910−2.7% | Reduced |
| Invesco Ltd. | 1,694,422 | $34.3M | 0.01% | −1,376,420−44.8% | Reduced |
| Public Sector Pension Investment Board | 1,573,163 | $31.8M | 0.23% | −24,797−1.6% | Reduced |
| Brandes Investment Partners, LP | 1,545,339 | $31.3M | 0.63% | −28,816−1.8% | Reduced |
| Black Diamond Capital Management, L.L.C. | 1,538,789 | $31.2M | 19.46% | 00.0% | Unchanged |
| Todd Asset Management LLC | 1,528,955 | $31.0M | 0.72% | −677,363−30.7% | Reduced |
| State of Tennessee, Treasury Department | 1,425,406 | $28.8M | 0.12% | −299,655−17.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,421,768 | $28.6M | 0.02% | −35,312−2.4% | Reduced |
| Optiver Holding B.V. | 1,387,839 | $28.1M | 0.81% | +1,387,839 | New |
| D. E. Shaw & Co., Inc. | 1,307,448 | $26.5M | 0.04% | +1,256,871+2,485.1% | Added |
| Quinn Opportunity Partners LLC | 1,150,244 | $23.3M | 3.23% | +571,878+98.9% | Added |
| Jane Street Group, LLC | 1,115,755 | $22.6M | 0.03% | +1,067,131+2,194.7% | Added |
| Levin Capital Strategies, L.P. | 1,103,317 | $22.4M | 2.59% | +448,832+68.6% | Added |
| Envestnet Asset Management Inc | 1,101,552 | $22.3M | 0.01% | −3,517,273−76.2% | Reduced |
| State of Wisconsin Investment Board | 995,767 | $20.1M | 0.06% | −60,274−5.7% | Reduced |
| Renaissance Technologies LLC | 993,412 | $20.1M | 0.03% | +993,412 | New |
| Jupiter Asset Management Ltd | 938,222 | $19.0M | 0.21% | −879,272−48.4% | Reduced |
| Raymond James & Associates | 922,656 | $18.7M | 0.02% | −155,837−14.4% | Reduced |
| Wells Fargo & Company | 890,859 | $18.1M | 0.01% | −6,617−0.7% | Reduced |
| Senator Investment Group LP | 860,000 | $17.4M | 0.79% | +10,000+1.2% | Added |
| Qube Research & Technologies Ltd | 854,338 | $17.3M | 0.07% | +854,338 | New |
| Susquehanna Fundamental Investments, LLC | 838,532 | $17.0M | 0.62% | −751,880−47.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 787,250 | $16.0M | 0.15% | −421,500−34.9% | Reduced |
| American Century Companies Inc | 761,061 | $15.4M | 0.01% | +73,594+10.7% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 759,500 | $15.4M | 0.53% | +759,500 | New |
| Columbus Hill Capital Management, L.P. | 757,000 | $15.3M | 5.07% | +757,000 | New |
| SPX Equities Gestao de Recursos Ltda | 737,431 | $14.9M | 0.71% | +185,948+33.7% | Added |
| Pictet North America Advisors SA | 732,981 | $14.8M | 2.05% | +686+0.1% | Added |
| Janney Capital Management LLC | 730,423 | $14.8M | 1.03% | +6,803+0.9% | Added |
| Verde Servicos Internacionais S.A. | 806,000 | $14.6M | 3.64% | −149,705−15.7% | Reduced |
| TD Asset Management Inc | 715,726 | $14.5M | 0.02% | −29,614−4.0% | Reduced |
| Acadian Asset Management LLC | 696,721 | $14.1M | 0.06% | −2,314,955−76.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 695,736 | $14.0M | 0.28% | −57,676−7.7% | Reduced |
| HSBC Holdings PLC | 669,241 | $13.5M | 0.01% | +501,444+298.8% | Added |
| Mutual of America Capital Management LLC | 665,306 | $13.5M | 0.15% | 00.0% | Unchanged |
| Perpetual Ltd | 664,419 | $13.4M | 0.12% | −4,059,798−85.9% | Reduced |
| Mangrove Partners | 659,546 | $13.4M | 1.34% | +659,546 | New |
| Alliancebernstein L.P. | 644,114 | $13.1M | 0.01% | −68,321−9.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 605,399 | $12.2M | 0.03% | −168,267−21.7% | Reduced |
| Kite Lake Capital Management (UK) LLP | 600,000 | $12.1M | 30.66% | +100,000+20.0% | Added |
| Zurich Insurance Group Ltd | 588,260 | $11.9M | 0.12% | −349,339−37.3% | Reduced |
| Franklin Resources Inc | 584,654 | $11.8M | 0.01% | −147,544−20.2% | Reduced |
| LGT Group Foundation | 561,189 | $11.3M | 0.27% | +171,758+44.1% | Added |
| USS Investment Management Ltd | 553,860 | $11.2M | 0.13% | −210,238−27.5% | Reduced |
| Moore Capital Management, LP | 515,000 | $10.4M | 0.25% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 515,274 | $10.4M | 10.55% | +31,999+6.6% | Added |
| Voya Investment Management LLC | 479,165 | $9.69M | 0.01% | +8,818+1.9% | Added |