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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; 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.

Institutional holdersQ2 2023: 459 institutions
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 766 institutions
Value heldQ2 2023: $25.7B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026766$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$18.5B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2023.

Institutions holding UBS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Forsta Ap-Fonden726,621$00.00%−256,410−26.1%Reduced
McClarren Financial Advisors, Inc.16$00.00%00.0%Unchanged
FNY Investment Advisers, LLC1$00.00%+1New
Covestor Ltd6$00.00%+6New
Stephens Consulting, LLC3$610.00%+3New
Moisand Fitzgerald Tamayo, LLC9$1830.00%+9New
PSI Advisors, LLC11$2230.00%+11New
Wolff Wiese Magana LLC12$2440.00%+12New
WealthPLAN Partners, LLC17$3450.00%+17New
Motco29$5880.00%+29New
Carolinas Wealth Consulting LLC43$8780.00%−3−6.5%Reduced
Hartford Financial Management Inc.44$8920.00%+44New
Tucker Asset Management LLC44$8920.00%+44New
Focused Wealth Management, Inc46$9320.00%+46New
Bogart Wealth, LLC48$9730.00%+23+92.0%Added
Kayne Anderson Rudnick Investment Management LLC48$9730.00%+48New
TD Ameritrade Investment Management, LLC71$1.00K0.00%−141−66.5%Reduced
Avion Wealth65$1.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.43$1.00K0.00%+43New
Fairfield, Bush & Co.50$1.01K0.00%+50New
CVA Family Office, LLC51$1.03K0.00%+51New
Financial Synergies Wealth Advisors, Inc.57$1.16K0.00%+11+23.9%Added
Farther Finance Advisors, LLC58$1.18K0.00%+2+3.6%Added
Colonial Trust Advisors62$1.26K0.00%+62New
Northwest Investment Counselors, LLC65$1.32K0.00%−4−5.8%Reduced
Abound Wealth Management80$1.62K0.00%+80New
Assetmark, Inc93$1.89K0.00%−217−70.0%Reduced
Park Place Capital Corp99$2.01K0.00%−817−89.2%Reduced
Ancora Advisors, LLC100$2.03K0.00%+100New
Beacon Capital Management, LLC111$2.25K0.00%+111New
Cornerstone Planning Group LLC135$2.74K0.00%+135New
Bell Investment Advisors, Inc142$2.88K0.00%−97−40.6%Reduced
Bokf, NA154$3.12K0.00%−102−39.8%Reduced
Column Capital Advisors, LLC167$3.38K0.00%00.0%Unchanged
ORG Partners LLC216$4.00K0.00%+216New
Copeland Capital Management, LLC214$4.34K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.250$5.00K0.00%−451−64.3%Reduced
Winch Advisory Services, LLC222$5.00K0.00%+222New
Tradition Wealth Management, LLC261$5.00K0.00%+261New
Coppell Advisory Solutions LLC271$5.42K0.00%+271New
Asset Dedication, LLC289$6.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC309$6.26K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC311$6.30K0.00%+311New
Fiduciary Alliance LLC334$6.77K0.00%+334New
Paradigm Asset Management Co LLC370$7.50K0.00%+370New
Nalls Sherbakoff Group, LLC400$7.56K0.01%00.0%Unchanged
GW&K Investment Management, LLC371$8.00K0.00%+371New
FinTrust Capital Advisors, LLC451$8.42K0.00%00.0%Unchanged
WR Wealth Planners, LLC426$8.63K0.00%−15−3.4%Reduced
Sound Income Strategies, LLC434$8.80K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc438$8.88K0.00%+438New
Bollard Group LLC463$9.00K0.00%+463New
Union Savings Bank410$9.09K0.01%+410New
RFP Financial Group LLC451$9.14K0.00%00.0%Unchanged
Key Financial Inc456$9.24K0.00%00.0%Unchanged
Financial Management Professionals, Inc.518$10.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC498$10.1K0.00%−7−1.4%Reduced
Gables Capital Management Inc.500$10.1K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.500$10.1K0.00%+500New
Montag A & Associates Inc523$10.6K0.00%+60+13.0%Added
JFS Wealth Advisors, LLC541$11.0K0.00%−125−18.8%Reduced
Earnest Partners LLC552$11.2K0.00%+56+11.3%Added
Chilton Capital Management LLC572$11.6K0.00%+572New
First Horizon Advisors, Inc.597$12.1K0.00%+7+1.2%Added
Silicon Valley Capital Partners615$12.5K0.00%+615New
Cary Street Partner Investment Advisory LLC828$16.8K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd855$17.0K0.00%−1,032−54.7%Reduced
Parkside Financial Bank & Trust846$17.1K0.00%+708+513.0%Added
Federation des caisses Desjardins du Quebec891$18.1K0.00%+386+76.4%Added
BOK Financial Private Wealth, Inc.904$18.3K0.00%−214−19.1%Reduced
AdvisorNet Financial, Inc994$20.1K0.00%00.0%Unchanged
Community Bank, N.A.1,000$20.3K0.00%00.0%Unchanged
Whittier Trust Co1,000$20.3K0.00%+1,000New
Resurgent Financial Advisors LLC1,043$21.1K0.01%00.0%Unchanged
Solstein Capital, LLC1,170$23.7K0.02%+1,170New
Allworth Financial LP1,367$27.7K0.00%−447−24.6%Reduced
Acima Private Wealth, LLC1,378$27.9K0.01%+444+47.5%Added
TD Waterhouse Canada Inc.1,380$30.4K0.00%−3,930−74.0%Reduced
Anchor Investment Management, LLC1,555$31.5K0.00%+1,555New
Zions Bancorporation, N.A.1,635$33.1K0.00%−36−2.2%Reduced
Twin Tree Management, LP1,684$34.1K0.00%+1,684New
Steward Partners Investment Advisory, LLC1,691$34.3K0.00%+754+80.5%Added
Global Retirement Partners, LLC1,712$34.7K0.00%+192+12.6%Added
Performa Ltd (US), LLC1,739$35.3K0.02%+1,739New
TD Private Client Wealth LLC1,982$40.2K0.00%−77−3.7%Reduced
First Manhattan Co2,000$40.5K0.00%−506−20.2%Reduced
Thomas J. Herzfeld Advisors, Inc.2,000$40.5K0.02%+2,000New
Umb Bank N A2,259$45.8K0.00%+21+0.9%Added
O'Dell Group, LLC2,356$47.8K0.01%+2,356New
Walleye Capital LLC2,383$48.3K0.00%+2,383New
Tower Research Capital LLC (TRC)2,397$48.6K0.00%+2,383+17,021.4%Added
Rosenberg Matthew Hamilton2,457$49.8K0.02%00.0%Unchanged
Massmutual Trust Co FSB2,480$50.3K0.00%+868+53.8%Added
Bessemer Group Inc2,536$51.0K0.00%+2,266+839.3%Added
Hexagon Capital Partners LLC2,596$52.6K0.01%+1,141+78.4%Added
Creative Financial Designs Inc2,614$53.0K0.01%−607−18.8%Reduced
CKW Financial Group2,700$55.0K0.01%00.0%Unchanged
Emfo, LLC3,002$60.9K0.06%+3,002New
Huntington National Bank3,385$68.6K0.00%−1,073−24.1%Reduced
Ronald Blue Trust, Inc.3,829$81.0K0.00%−27,640−87.8%Reduced