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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; 767 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.

Q2 2023 vs. Q1 2023

How the institutions holding UBS Group AG changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of UBS: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders4384459+25
Shares1.42B2.64M1.27B−147.8M (−10.4%)
Value$30.0B$56.1M$25.7B−$4.31B (−14.4%)

4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (93)

Institutions that held UBS Group AG at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to UBS in Q2 2023
InstitutionSharesValue% of portfolio
Discovery Capital Management, LLC2,814,800$56.9M6.64%
Odey Asset Management LLP2,371,813$48.1M17.67%
Optiver Holding B.V.1,387,839$28.1M0.81%
Renaissance Technologies LLC993,412$20.1M0.03%
Qube Research & Technologies Ltd854,338$17.3M0.07%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office759,500$15.4M0.53%
Columbus Hill Capital Management, L.P.757,000$15.3M5.07%
Mangrove Partners659,546$13.4M1.34%
Voloridge Investment Management, LLC382,044$7.74M0.04%
PointState Capital LP373,575$7.57M0.29%
Monaco Asset Management SAM362,450$7.33M3.94%
Legal & General Group Plc287,367$5.81M0.00%
Advanced Portfolio Management, LLC275,000$5.57M5.11%
Prudential PLC265,013$5.35M0.06%
Murchinson Ltd.253,875$5.15M0.66%
Exor Capital LLP217,000$4.39M0.28%
Azora Capital LP176,741$3.57M0.73%
Group One Trading, L.P.170,153$3.45M0.15%
LMR Partners LLP163,177$3.31M0.08%
MYDA Advisors LLC64,000$1.30M0.51%
Cresset Asset Management, LLC63,623$1.29M0.01%
WCM Investment Management, LLC59,144$1.18M0.00%
Western Standard LLC55,000$1.11M0.97%
Paragon Associates & Paragon Associates II Joint Venture50,000$1.01M2.07%
Rhumbline Advisers48,233$977.7K0.00%
Genus Capital Management Inc.44,917$910.5K0.13%
Greenwich Wealth Management LLC42,858$869.0K0.09%
K2 Principal Fund, L.P.35,000$709.5K0.23%
Blueshift Asset Management, LLC31,832$645.2K0.25%
Winning Points Advisors, LLC17,821$550.7K0.85%
XTX Topco Ltd27,027$547.8K0.10%
Cullinan Associates Inc26,500$537.2K0.03%
CSS LLC23,845$483.3K0.04%
Aquatic Capital Management LLC23,100$468.0K0.03%
HRT Financial LP22,902$464.0K0.00%
Kestra Advisory Services, LLC22,811$462.4K0.00%
Continental Advisors LLC21,285$431.4K0.38%
Gamco Investors, Inc. Et Al20,700$419.6K0.00%
Springhouse Capital Management, LP20,500$415.5K0.70%
Angeles Wealth Management, LLC19,025$385.6K0.05%
Waycross Partners, LLC16,500$334.5K0.07%
Snowden Capital Advisors LLC14,600$295.9K0.01%
L & S Advisors Inc–$295.1K0.04%
Marathon Trading Investment Management LLC13,429$272.2K0.17%
Lido Advisors, LLC12,439$252.2K0.00%
Ieq Capital, LLC12,317$249.7K0.01%
Hudson Bay Capital Management LP12,222$247.7K0.00%
Walleye Trading LLC9,397$190.5K0.01%
Cacti Asset Management LLC4,225$85.6K0.01%
Emfo, LLC3,002$60.9K0.06%
Walleye Capital LLC2,383$48.3K0.00%
O'Dell Group, LLC2,356$47.8K0.01%
Thomas J. Herzfeld Advisors, Inc.2,000$40.5K0.02%
Performa Ltd (US), LLC1,739$35.3K0.02%
Twin Tree Management, LP1,684$34.1K0.00%
Anchor Investment Management, LLC1,555$31.5K0.00%
Solstein Capital, LLC1,170$23.7K0.02%
Whittier Trust Co1,000$20.3K0.00%
Silicon Valley Capital Partners615$12.5K0.00%
Chilton Capital Management LLC572$11.6K0.00%
Newbridge Financial Services Group, Inc.500$10.1K0.00%
Union Savings Bank410$9.09K0.01%
Bollard Group LLC463$9.00K0.00%
Glass Jacobson Investment Advisors llc438$8.88K0.00%
GW&K Investment Management, LLC371$8.00K0.00%
Paradigm Asset Management Co LLC370$7.50K0.00%
Fiduciary Alliance LLC334$6.77K0.00%
GPS Wealth Strategies Group, LLC311$6.30K0.00%
Coppell Advisory Solutions LLC271$5.42K0.00%
Winch Advisory Services, LLC222$5.00K0.00%
Tradition Wealth Management, LLC261$5.00K0.00%
ORG Partners LLC216$4.00K0.00%
Cornerstone Planning Group LLC135$2.74K0.00%
Beacon Capital Management, LLC111$2.25K0.00%
Ancora Advisors, LLC100$2.03K0.00%
Abound Wealth Management80$1.62K0.00%
Colonial Trust Advisors62$1.26K0.00%
CVA Family Office, LLC51$1.03K0.00%
Fairfield, Bush & Co.50$1.01K0.00%
GHP Investment Advisors, Inc.43$1.00K0.00%
Kayne Anderson Rudnick Investment Management LLC48$9730.00%
Focused Wealth Management, Inc46$9320.00%
Hartford Financial Management Inc.44$8920.00%
Tucker Asset Management LLC44$8920.00%
Motco29$5880.00%
WealthPLAN Partners, LLC17$3450.00%
Wolff Wiese Magana LLC12$2440.00%
PSI Advisors, LLC11$2230.00%
Moisand Fitzgerald Tamayo, LLC9$1830.00%
Stephens Consulting, LLC3$610.00%
FNY Investment Advisers, LLC1$00.00%
Covestor Ltd6$00.00%
Activest Wealth Management121––

Sold out (68)

Institutions that held UBS Group AG at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of UBS in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Clark Capital Management Group, Inc.1,372,072$29.3M
Miller Value Partners, LLC1,178,255$25.1M
Capital International Investors769,440$16.2M
Capital Group Private Client Services, Inc.660,102$13.9M
Caption Management, LLC480,000$10.2M
Baader Bank INC500,000$9.64M
Two Sigma Advisers, LP399,485$8.53M
Investment House LLC330,813$7.06M
Renaissance Group LLC309,714$6.61M
Westpac Banking Corp296,223$5.71M
Point Break Capital Management, LLC245,800$5.25M
Ontario Teachers Pension Plan Board185,857$3.92M
Exane Asset Management151,651$3.20M
Squarepoint Ops LLC112,676$2.40M
Tocqueville Asset Management L.P.83,782$1.79M
Occudo Quantitative Strategies LP81,622$1.74M
Capital International Sarl75,071$1.59M
Cullen Capital Management LLC64,817$1.38M
Arrowstreet Capital, Limited Partnership52,566$1.11M
Money Concepts Capital Corp50,068$1.07M
Timelo Investment Management Inc.50,000$1.07M
Wexford Capital LP46,608$983.4K
Qsemble Capital Management, LP43,400$926.2K
WealthTrust Asset Management, LLC39,957$852.7K
Virtu Financial LLC37,353$797.0K
Banco BTG Pactual S.A.40,000$788.8K
CTC LLC34,949$716.8K
First Republic Investment Management, Inc.33,459$714.0K
Prospera Financial Services Inc32,769$699.3K
Axq Capital, LP29,800$635.9K
Cordatus Wealth Management LLC28,355$605.0K
Polar Capital Holdings Plc25,000$533.5K
Jefferies Financial Group Inc.24,011$512.4K
Sciencast Management LP22,900$437.6K
Strategic Global Advisors, LLC19,284$411.5K
We Are One Seven, LLC16,316$348.2K
Fulton Bank, N.A.16,008$341.6K
Argonautica Private Wealth Management, Inc15,289$326.3K
Powell Investment Advisors, LLC15,000$320.1K
Two Sigma Securities, LLC14,938$318.8K
Susquehanna International Group Ltd.14,508$309.6K
Bridgefront Capital, LLC13,954$297.8K
Integrated Investment Consultants, LLC12,371$264.0K
Capital Asset Advisory Services LLC11,723$250.2K
Pictet & Cie (Europe) SA11,666$246.3K
Schonfeld Strategic Advisors LLC10,900$232.6K
FDx Advisors, Inc.12,272$229.0K
Sabadell Asset Management, S.A S.G.I.I.C10,697$222.4K
Marshall Wace, LLP10,527$222.3K
Commerce Bank10,118$215.9K
Claro Advisors LLC9,921$211.7K
Cozad Asset Management Inc9,732$207.7K
Calamos Wealth Management LLC9,695$206.9K
RMR Wealth Builders9,580$204.4K
International Assets Investment Management, LLC9,567$204.2K
Great Lakes Advisors, LLC9,548$203.8K
Kapitalo Investimentos Ltda8,220$175.4K
State of Wyoming4,759$101.6K
Belpointe Asset Management LLC2,428$51.8K
Accel Wealth Management2,068$44.1K
Ameritas Advisory Services, LLC1,925$41.1K
Ten Capital Wealth Advisors, LLC1,491$31.8K
Syverson Strege & Co811$17.3K
Advisory Services Network, LLC740$15.8K
HM Payson & Co505$10.8K
Schubert & Co269$5.74K
James Investment Research Inc100$2.00K
Grey Fox Wealth Advisors, LLC47$1.00K

Not filed for Q2 2023 yet (4)

Institutions that held UBS Group AG at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UBS in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Odey Asset Management Group Ltd2,566,348$54.8M
Altman Advisors, Inc.74,058$1.30M
Householder Group Estate & Retirement Specialist, LLC958$20.0K
Ahrens Investment Partners LLC119$2.54K