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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 4,077 | $82.6K | 0.01% | −378−8.5% | Reduced |
| Financial Perspectives, Inc | 4,094 | $83.0K | 0.04% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 4,225 | $85.6K | 0.01% | +4,225 | New |
| Citadel Advisors LLC | 4,353 | $88.2K | 0.00% | +4,160+2,155.4% | Added |
| Chesapeake Asset Management LLC | 4,950 | $100.3K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,441 | $100.6K | 0.01% | +247+4.0% | Added |
| CWM, LLC | 6,054 | $123.0K | 0.00% | −907−13.0% | Reduced |
| EverSource Wealth Advisors, LLC | 7,388 | $149.8K | 0.02% | +1,556+26.7% | Added |
| Glen Eagle Advisors, LLC | 7,712 | $156.3K | 0.04% | +7,533+4,208.4% | Added |
| Cutler Group LP | 8,447 | $171.0K | 0.04% | −24,485−74.4% | Reduced |
| Parallel Advisors, LLC | 9,220 | $186.9K | 0.01% | +515+5.9% | Added |
| Walleye Trading LLC | 9,397 | $190.5K | 0.01% | +9,397 | New |
| Covenant Partners, LLC | 9,908 | $200.8K | 0.07% | −365−3.6% | Reduced |
| Diligent Investors, LLC | 10,048 | $203.7K | 0.06% | +48+0.5% | Added |
| Stephens Inc | 10,193 | $206.6K | 0.00% | −633−5.8% | Reduced |
| Lindbrook Capital, LLC | 10,295 | $208.7K | 0.02% | −917−8.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,634 | $215.6K | 0.00% | 00.0% | Unchanged |
| Select Asset Management & Trust | 10,750 | $218.0K | 0.13% | 00.0% | Unchanged |
| Old National Bancorp | 10,829 | $219.5K | 0.01% | −22,656−67.7% | Reduced |
| Comerica Securities,inc. | 10,937 | $221.7K | 0.02% | −1,580−12.6% | Reduced |
| 180 Wealth Advisors, LLC | 10,864 | $222.4K | 0.05% | +60+0.6% | Added |
| Stonegate Investment Group, LLC | 11,216 | $227.3K | 0.01% | +381+3.5% | Added |
| Synovus Financial Corp | 11,307 | $229.2K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 11,471 | $232.5K | 0.00% | −15,358−57.2% | Reduced |
| Penserra Capital Management LLC | 11,647 | $235.0K | 0.00% | −15,350−56.9% | Reduced |
| Wolverine Trading, LLC | 11,983 | $239.8K | 0.00% | −39,852−76.9% | Reduced |
| Shilanski & Associates, Inc. | 11,885 | $240.9K | 0.10% | +95+0.8% | Added |
| Ascent Group, LLC | 10,985 | $242.0K | 0.03% | −2,014−15.5% | Reduced |
| Verition Fund Management LLC | 12,019 | $243.6K | 0.00% | −9,934−45.3% | Reduced |
| Wrapmanager Inc | 12,063 | $244.5K | 0.07% | +1,065+9.7% | Added |
| Guggenheim Capital LLC | 12,182 | $246.9K | 0.00% | −145−1.2% | Reduced |
| Hudson Bay Capital Management LP | 12,222 | $247.7K | 0.00% | +12,222 | New |
| Ieq Capital, LLC | 12,317 | $249.7K | 0.01% | +12,317 | New |
| Lido Advisors, LLC | 12,439 | $252.2K | 0.00% | +12,439 | New |
| Compton Wealth Advisory Group, LLC | 12,591 | $255.2K | 0.09% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 13,123 | $266.0K | 0.00% | +104+0.8% | Added |
| Seed Wealth Management, Inc. | 13,135 | $266.2K | 0.28% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 13,290 | $269.4K | 0.03% | +218+1.7% | Added |
| Marathon Trading Investment Management LLC | 13,429 | $272.2K | 0.17% | +13,429 | New |
| Wealth Enhancement Advisory Services, LLC | 13,452 | $272.7K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 13,468 | $273.0K | 0.01% | −878−6.1% | Reduced |
| Bleakley Financial Group, LLC | 13,468 | $273.0K | 0.01% | −878−6.1% | Reduced |
| AE Wealth Management LLC | 13,733 | $278.4K | 0.00% | −45,935−77.0% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $283.0K | 0.23% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $295.1K | 0.04% | – | New |
| Snowden Capital Advisors LLC | 14,600 | $295.9K | 0.01% | +14,600 | New |
| Fisher Asset Management, LLC | 14,988 | $303.8K | 0.00% | +466+3.2% | Added |
| American Trust Investment Advisors, LLC | 15,015 | $304.4K | 0.17% | −2,025−11.9% | Reduced |
| PDS Planning, Inc | 15,151 | $307.1K | 0.04% | +3,470+29.7% | Added |
| Parallax Volatility Advisers, L.P. | 15,540 | $315.0K | 0.01% | −115,990−88.2% | Reduced |
| Clearstead Advisors, LLC | 15,672 | $317.7K | 0.02% | +101+0.6% | Added |
| Prudential Financial Inc | 15,791 | $320.1K | 0.00% | −1,994−11.2% | Reduced |
| Financial Counselors Inc | 15,859 | $321.0K | 0.01% | −8,398−34.6% | Reduced |
| Sage Rhino Capital LLC | 16,458 | $333.6K | 0.09% | +37+0.2% | Added |
| Waycross Partners, LLC | 16,500 | $334.5K | 0.07% | +16,500 | New |
| Colony Group LLC | 16,535 | $335.0K | 0.00% | −215−1.3% | Reduced |
| Valeo Financial Advisors, LLC | 16,544 | $335.3K | 0.02% | +4,319+35.3% | Added |
| Clear Street Markets LLC | 16,769 | $339.0K | 0.14% | +16,669+16,669.0% | Added |
| Checchi Capital Advisers, LLC | 16,867 | $341.9K | 0.03% | +992+6.2% | Added |
| Ethic Inc. | 16,968 | $343.9K | 0.01% | +5,566+48.8% | Added |
| M&T Bank Corp | 17,488 | $354.7K | 0.00% | +246+1.4% | Added |
| Amia Capital LLP | 20,000 | $361.9K | 2.27% | −10,000−33.3% | Reduced |
| Glenmede Trust Co NA | 17,484 | $373.1K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 18,640 | $377.8K | 0.22% | +1,494+8.7% | Added |
| Angeles Wealth Management, LLC | 19,025 | $385.6K | 0.05% | +19,025 | New |
| GWM Advisors LLC | 19,032 | $385.8K | 0.00% | +583+3.2% | Added |
| First National Bank of Hutchinson | 19,176 | $388.7K | 0.28% | +5,385+39.0% | Added |
| Gradient Investments LLC | 19,770 | $400.7K | 0.01% | −416−2.1% | Reduced |
| Ballentine Partners, LLC | 20,172 | $408.9K | 0.01% | +5,096+33.8% | Added |
| Studio Investment Management LLC | 20,276 | $411.0K | 0.12% | +39+0.2% | Added |
| Springhouse Capital Management, LP | 20,500 | $415.5K | 0.70% | +20,500 | New |
| Y-Intercept (Hong Kong) Ltd | 20,517 | $415.9K | 0.04% | +6,226+43.6% | Added |
| Gamco Investors, Inc. Et Al | 20,700 | $419.6K | 0.00% | +20,700 | New |
| Cambridge Investment Research Advisors, Inc. | 20,925 | $424.0K | 0.00% | −1,486−6.6% | Reduced |
| Continental Advisors LLC | 21,285 | $431.4K | 0.38% | +21,285 | New |
| Zhang Financial LLC | 21,620 | $438.2K | 0.04% | +4,810+28.6% | Added |
| Evergreen Capital Management LLC | 21,697 | $439.8K | 0.02% | −375−1.7% | Reduced |
| Cetera Investment Advisers | 22,594 | $458.0K | 0.00% | −7,514−25.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,805 | $462.3K | 0.05% | +1,913+9.2% | Added |
| Kestra Advisory Services, LLC | 22,811 | $462.4K | 0.00% | +22,811 | New |
| HRT Financial LP | 22,902 | $464.0K | 0.00% | +22,902 | New |
| Aquatic Capital Management LLC | 23,100 | $468.0K | 0.03% | +23,100 | New |
| LGT Fund Management Co Ltd. | 23,200 | $468.7K | 0.22% | −13,300−36.4% | Reduced |
| Deuterium Capital Management, LLC | 26,180 | $473.7K | 0.66% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 23,730 | $481.0K | 0.04% | +5,938+33.4% | Added |
| Spire Wealth Management | 23,832 | $483.1K | 0.02% | +2,352+10.9% | Added |
| CSS LLC | 23,845 | $483.3K | 0.04% | +23,845 | New |
| Beverly Hills Private Wealth, LLC | 22,713 | $497.0K | 0.08% | +11,283+98.7% | Added |
| National Asset Management, Inc. | 25,077 | $508.3K | 0.01% | +417+1.7% | Added |
| BNP Paribas Arbitrage, SA | 25,265 | $512.1K | 0.00% | +3,577+16.5% | Added |
| Eqis Capital Management, Inc. | 25,332 | $513.5K | 0.06% | −2,881−10.2% | Reduced |
| Aj Wealth Strategies, LLC | 26,275 | $532.6K | 0.03% | +382+1.5% | Added |
| Cookson Peirce & Co Inc | 26,418 | $535.0K | 0.03% | −964−3.5% | Reduced |
| Cullinan Associates Inc | 26,500 | $537.2K | 0.03% | +26,500 | New |
| XTX Topco Ltd | 27,027 | $547.8K | 0.10% | +27,027 | New |
| Winning Points Advisors, LLC | 17,821 | $550.7K | 0.85% | +17,821 | New |
| Kathmere Capital Management, LLC | 27,234 | $552.0K | 0.09% | +986+3.8% | Added |
| Janney Montgomery Scott LLC | 27,378 | $555.0K | 0.00% | −17,760−39.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,731 | $562.1K | 0.00% | +2,152+8.4% | Added |
| Susquehanna International Securities, Ltd. | 27,774 | $563.0K | 0.52% | −883,593−97.0% | Reduced |