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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 27,856 | $564.6K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 28,140 | $570.4K | 0.06% | −1,891−6.3% | Reduced |
| ABN AMRO Bank N.V. | 28,300 | $570.6K | 0.01% | −1,726−5.7% | Reduced |
| MAI Capital Management | 28,679 | $581.3K | 0.01% | +17,243+150.8% | Added |
| Advisors Capital Management, LLC | 28,904 | $586.0K | 0.01% | +224+0.8% | Added |
| Sequoia Financial Advisors, LLC | 30,048 | $609.1K | 0.01% | +3,888+14.9% | Added |
| Boston Private Wealth LLC | 30,212 | $612.4K | 0.01% | +7,948+35.7% | Added |
| Vident Investment Advisory, LLC | 30,767 | $623.7K | 0.02% | −36,202−54.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 30,903 | $626.4K | 0.00% | −5,687−15.5% | Reduced |
| Rehmann Capital Advisory Group | 30,984 | $628.1K | 0.06% | −1,348−4.2% | Reduced |
| Lingohr & Partner Asset Management GmbH | 31,668 | $640.0K | 1.63% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 31,832 | $645.2K | 0.25% | +31,832 | New |
| TownSquare Capital, LLC | 32,027 | $649.2K | 0.01% | +5,322+19.9% | Added |
| British Columbia Investment Management Corp | 32,135 | $649.2K | 0.01% | −54,142−62.8% | Reduced |
| Horizon Investments, LLC | 32,050 | $649.7K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 33,062 | $670.0K | 0.00% | +9,355+39.5% | Added |
| Cetera Advisor Networks LLC | 33,401 | $677.0K | 0.00% | −3,562−9.6% | Reduced |
| Lake Street Advisors Group, LLC | 33,991 | $689.0K | 0.04% | +1,764+5.5% | Added |
| Centennial Bank | 34,210 | $691.4K | 0.47% | −5,431−13.7% | Reduced |
| K2 Principal Fund, L.P. | 35,000 | $709.5K | 0.23% | +35,000 | New |
| Cerity Partners LLC | 35,481 | $719.2K | 0.00% | +9,093+34.5% | Added |
| Clarius Group, LLC | 35,713 | $723.8K | 0.06% | +2,568+7.7% | Added |
| Bailard, Inc. | 36,560 | $741.1K | 0.03% | −4,657−11.3% | Reduced |
| Gabelli Funds LLC | 37,000 | $750.0K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 37,119 | $752.4K | 0.04% | +2,949+8.6% | Added |
| Advisors Asset Management, Inc. | 37,350 | $757.1K | 0.02% | −5,843−13.5% | Reduced |
| Qtron Investments LLC | 38,126 | $771.1K | 0.15% | −5,069−11.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 38,353 | $777.4K | 0.03% | −2,345−5.8% | Reduced |
| Gardner Lewis Asset Management L P | 38,750 | $785.5K | 0.29% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 37,015 | $794.2K | 0.01% | −2,662−6.7% | Reduced |
| Vise Technologies, Inc. | 39,286 | $796.3K | 0.19% | +7,659+24.2% | Added |
| SOL Capital Management CO | 39,580 | $802.0K | 0.12% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 39,919 | $809.2K | 0.10% | −9,143−18.6% | Reduced |
| Morningstar Investment Services LLC | 41,297 | $825.0K | 0.01% | +6,575+18.9% | Added |
| Perigon Wealth Management, LLC | 41,721 | $845.7K | 0.03% | +3,007+7.8% | Added |
| Baker Ellis Asset Management LLC | 41,900 | $849.3K | 0.14% | −2,214−5.0% | Reduced |
| Raymond James Trust N.A. | 41,915 | $850.0K | 0.02% | +3,014+7.7% | Added |
| Legacy Capital Group California, Inc. | 41,967 | $850.7K | 0.35% | +5,993+16.7% | Added |
| Greenwich Wealth Management LLC | 42,858 | $869.0K | 0.09% | +42,858 | New |
| BTC Capital Management, Inc. | 43,006 | $873.4K | 0.09% | −1,004−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 43,757 | $887.0K | 0.00% | +22,112+102.2% | Added |
| Genus Capital Management Inc. | 44,917 | $910.5K | 0.13% | +44,917 | New |
| CI Private Wealth, LLC | 45,438 | $919.4K | 0.00% | +332+0.7% | Added |
| Investors Research Corp | 46,183 | $936.1K | 0.24% | +149+0.3% | Added |
| Nordwand Advisors, LLC | 46,513 | $942.8K | 0.16% | +1,293+2.9% | Added |
| Park Avenue Securities LLC | 46,623 | $945.0K | 0.01% | +6,602+16.5% | Added |
| Truist Financial Corp | 46,664 | $945.9K | 0.00% | −4,098−8.1% | Reduced |
| Fifth Third Bancorp | 46,946 | $951.6K | 0.00% | −3,821−7.5% | Reduced |
| Quantinno Capital Management LP | 47,375 | $960.0K | 0.05% | +727+1.6% | Added |
| Rhumbline Advisers | 48,233 | $977.7K | 0.00% | +48,233 | New |
| Greenleaf Trust | 48,244 | $977.9K | 0.01% | −49−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 48,477 | $982.6K | 0.01% | −3,071−6.0% | Reduced |
| MML Investors Services, LLC | 48,859 | $990.0K | 0.01% | +17,516+55.9% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 50,000 | $1.01M | 2.07% | +50,000 | New |
| HighTower Advisors, LLC | 50,624 | $1.02M | 0.00% | +21,887+76.2% | Added |
| NatWest Group plc | 51,173 | $1.04M | 0.54% | −3,080−5.7% | Reduced |
| JBF Capital, Inc. | 52,500 | $1.06M | 0.22% | +50,000+2,000.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 52,901 | $1.07M | 0.65% | −140.0% | Reduced |
| CTF Capital Management, LP | 53,516 | $1.08M | 0.58% | −135,084−71.6% | Reduced |
| Forum Financial Management, LP | 53,533 | $1.09M | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 54,545 | $1.10M | 0.05% | +16,343+42.8% | Added |
| Veriti Management LLC | 54,775 | $1.11M | 0.12% | −398−0.7% | Reduced |
| Western Standard LLC | 55,000 | $1.11M | 0.97% | +55,000 | New |
| Massachusetts Wealth Management | 56,139 | $1.14M | 1.09% | +789+1.4% | Added |
| Signaturefd, LLC | 56,730 | $1.15M | 0.03% | +833+1.5% | Added |
| Adams Wealth Management | 56,749 | $1.15M | 0.36% | +10,970+24.0% | Added |
| Integrated Wealth Concepts LLC | 57,915 | $1.17M | 0.02% | −2,237−3.7% | Reduced |
| Schechter Investment Advisors, LLC | 58,056 | $1.18M | 0.11% | +5,729+10.9% | Added |
| WCM Investment Management, LLC | 59,144 | $1.18M | 0.00% | +59,144 | New |
| Victory Capital Management Inc | 60,710 | $1.23M | 0.00% | −7,052−10.4% | Reduced |
| Yousif Capital Management, LLC | 61,513 | $1.25M | 0.02% | +2,362+4.0% | Added |
| Cigna Investments Inc | 61,795 | $1.25M | 0.23% | −516−0.8% | Reduced |
| Cresset Asset Management, LLC | 63,623 | $1.29M | 0.01% | +63,623 | New |
| Simmons Bank | 63,636 | $1.29M | 0.11% | +9,471+17.5% | Added |
| Wealth Alliance Advisory Group, LLC | 63,744 | $1.29M | 0.46% | +10.0% | Added |
| MYDA Advisors LLC | 64,000 | $1.30M | 0.51% | +64,000 | New |
| First Hawaiian Bank | 66,490 | $1.35M | 0.04% | +205+0.3% | Added |
| Ativo Capital Management LLC | 67,179 | $1.36M | 1.44% | −3,800−5.4% | Reduced |
| Atria Investments LLC | 67,480 | $1.37M | 0.02% | +7,679+12.8% | Added |
| Duality Advisers, LP | 69,264 | $1.40M | 0.18% | −7,010−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 69,826 | $1.42M | 0.00% | +4,899+7.5% | Added |
| US Bancorp | 72,775 | $1.48M | 0.00% | −15,536−17.6% | Reduced |
| Credit Capital Investments LLC | 75,000 | $1.52M | 1.98% | +30,000+66.7% | Added |
| Alaethes Wealth LLC | 79,762 | $1.62M | 0.89% | +1,044+1.3% | Added |
| Oppenheimer & Co Inc | 80,997 | $1.64M | 0.03% | −9,662−10.7% | Reduced |
| Beach Investment Counsel Inc | 85,646 | $1.74M | 0.21% | −800−0.9% | Reduced |
| Boston Partners | 92,055 | $1.87M | 0.00% | −11,154−10.8% | Reduced |
| Pathstone Family Office, LLC | 92,517 | $1.87M | 0.03% | −9,079−8.9% | Reduced |
| United Services Automobile Association | 94,686 | $1.91M | 0.05% | −1,194−1.2% | Reduced |
| Independent Advisor Alliance | 96,533 | $1.96M | 0.09% | −7,157−6.9% | Reduced |
| PEAK6 Investments LLC | 98,529 | $2.00M | 0.17% | +8,530+9.5% | Added |
| Hantz Financial Services, Inc. | 100,979 | $2.05M | 0.05% | −1,270−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 101,100 | $2.05M | 0.02% | +56,852+128.5% | Added |
| Ritholtz Wealth Management | 102,902 | $2.09M | 0.09% | +8,193+8.7% | Added |
| Highland Capital Management, LLC | 104,367 | $2.12M | 0.14% | −1,600−1.5% | Reduced |
| Bridgeway Capital Management, LLC | 104,400 | $2.12M | 0.05% | −20,600−16.5% | Reduced |
| Mitchell Capital Management Co | 106,373 | $2.16M | 0.49% | +31,172+41.5% | Added |
| JustInvest LLC | 107,879 | $2.19M | 0.07% | +19,012+21.4% | Added |
| LPL Financial LLC | 108,480 | $2.20M | 0.00% | +12,292+12.8% | Added |
| Brinker Capital Investments, LLC | 116,488 | $2.36M | 0.03% | −21,546−15.6% | Reduced |