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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 116,488 | $2.36M | 0.03% | −21,546−15.6% | Reduced |
| Connectus Wealth, LLC | 116,547 | $2.36M | 0.05% | −164,381−58.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 118,694 | $2.41M | 0.84% | +48,518+69.1% | Added |
| PDT Partners, LLC | 120,228 | $2.44M | 0.34% | −20,184−14.4% | Reduced |
| KCS Wealth Advisory | 121,967 | $2.47M | 0.86% | +2,233+1.9% | Added |
| Metis Global Partners, LLC | 124,290 | $2.51M | 0.14% | −6,858−5.2% | Reduced |
| Scoggin Management LP | 125,000 | $2.53M | 4.53% | +25,000+25.0% | Added |
| Mariner, LLC | 127,924 | $2.59M | 0.01% | +5,883+4.8% | Added |
| Banco Santander, S.A. | 128,851 | $2.61M | 0.03% | +73,875+134.4% | Added |
| Logan Capital Management Inc | 132,132 | $2.68M | 0.13% | −5,319−3.9% | Reduced |
| Wetherby Asset Management Inc | 133,556 | $2.71M | 0.15% | +1,277+1.0% | Added |
| Advisor Group Holdings, Inc. | 135,441 | $2.74M | 0.00% | −60,614−30.9% | Reduced |
| Jackson Wealth Management, LLC | 136,499 | $2.77M | 0.41% | +3,377+2.5% | Added |
| Metropolitan Life Insurance Co | 140,135 | $2.83M | 0.14% | −4,092−2.8% | Reduced |
| Creative Planning | 144,356 | $2.93M | 0.00% | +34,807+31.8% | Added |
| Lord, Abbett & Co. LLC | 150,013 | $3.03M | 0.01% | −241,035−61.6% | Reduced |
| Power Corp of Canada | 152,877 | $3.08M | 0.32% | +12,514+8.9% | Added |
| Dorsey Wright & Associates | 157,866 | $3.20M | 0.96% | −14,339−8.3% | Reduced |
| LMR Partners LLP | 163,177 | $3.31M | 0.08% | +163,177 | New |
| National Bank of Canada | 163,855 | $3.34M | 0.01% | +135,890+485.9% | Added |
| Group One Trading, L.P. | 170,153 | $3.45M | 0.15% | +170,153 | New |
| Neuberger Berman Group LLC | 174,013 | $3.52M | 0.00% | −223,262−56.2% | Reduced |
| Azora Capital LP | 176,741 | $3.57M | 0.73% | +176,741 | New |
| Clearbridge Investments, LLC | 194,406 | $3.94M | 0.00% | +559+0.3% | Added |
| MetLife Investment Management | 199,894 | $4.07M | 0.03% | −6,595−3.2% | Reduced |
| Ossiam | 206,195 | $4.17M | 0.07% | +53,617+35.1% | Added |
| Ensign Peak Advisors, Inc | 221,894 | $4.34M | 0.01% | 00.0% | Unchanged |
| Exor Capital LLP | 217,000 | $4.39M | 0.28% | +217,000 | New |
| First Trust Advisors LP | 221,086 | $4.48M | 0.01% | +10,098+4.8% | Added |
| Hiddenite Capital Partners LP | 225,000 | $4.56M | 5.86% | +100,000+80.0% | Added |
| Mercer Global Advisors Inc | 233,004 | $4.72M | 0.02% | +11,445+5.2% | Added |
| Stifel Financial Corp | 234,159 | $4.75M | 0.01% | +98,058+72.0% | Added |
| Crossmark Global Holdings, Inc. | 216,163 | $4.81M | 0.10% | −3,844−1.7% | Reduced |
| Murchinson Ltd. | 253,875 | $5.15M | 0.66% | +253,875 | New |
| Prudential PLC | 265,013 | $5.35M | 0.06% | +265,013 | New |
| Advanced Portfolio Management, LLC | 275,000 | $5.57M | 5.11% | +275,000 | New |
| Millennium Management LLC | 276,285 | $5.60M | 0.01% | +60,933+28.3% | Added |
| Legal & General Group Plc | 287,367 | $5.81M | 0.00% | +287,367 | New |
| Assenagon Asset Management S.A. | 294,877 | $5.96M | 0.02% | −171,969−36.8% | Reduced |
| Value Partners Investments Inc. | 303,434 | $6.15M | 0.49% | +100,000+49.2% | Added |
| Credit Agricole S A | 320,020 | $6.49M | 0.21% | +17,188+5.7% | Added |
| Achmea Investment Management B.V. | 320,725 | $6.49M | 0.14% | +29,405+10.1% | Added |
| SEI Investments Co | 320,344 | $6.49M | 0.01% | +33,086+11.5% | Added |
| Maryland State Retirement & Pension System | 339,271 | $6.85M | 0.14% | +231,949+216.1% | Added |
| RBF Capital, LLC | 340,000 | $6.89M | 0.43% | +15,000+4.6% | Added |
| Nuveen Asset Management, LLC | 351,956 | $7.13M | 0.00% | +3,666+1.1% | Added |
| Contravisory Investment Management, Inc. | 356,751 | $7.23M | 1.91% | +12,632+3.7% | Added |
| Monaco Asset Management SAM | 362,450 | $7.33M | 3.94% | +362,450 | New |
| O'Shaughnessy Asset Management, LLC | 366,685 | $7.43M | 0.11% | +59,042+19.2% | Added |
| PointState Capital LP | 373,575 | $7.57M | 0.29% | +373,575 | New |
| Voloridge Investment Management, LLC | 382,044 | $7.74M | 0.04% | +382,044 | New |
| CIBC World Markets Inc. | 383,215 | $7.75M | 0.03% | +2,566+0.7% | Added |
| Artemis Investment Management LLP | 404,408 | $8.17M | 0.10% | −8,989−2.2% | Reduced |
| Tudor Investment Corp Et Al | 428,918 | $8.69M | 0.14% | +415,877+3,189.0% | Added |
| Susquehanna International Group, LLP | 429,377 | $8.70M | 0.01% | −692,225−61.7% | Reduced |
| Henry James International Management, Inc. | 456,036 | $9.24M | 4.01% | −26,241−5.4% | Reduced |
| Baker Avenue Asset Management, LP | 472,840 | $9.58M | 0.48% | +8,076+1.7% | Added |
| Voya Investment Management LLC | 479,165 | $9.69M | 0.01% | +8,818+1.9% | Added |
| Channing Global Advisors, LLC | 515,274 | $10.4M | 10.55% | +31,999+6.6% | Added |
| Moore Capital Management, LP | 515,000 | $10.4M | 0.25% | 00.0% | Unchanged |
| USS Investment Management Ltd | 553,860 | $11.2M | 0.13% | −210,238−27.5% | Reduced |
| LGT Group Foundation | 561,189 | $11.3M | 0.27% | +171,758+44.1% | Added |
| Franklin Resources Inc | 584,654 | $11.8M | 0.01% | −147,544−20.2% | Reduced |
| Zurich Insurance Group Ltd | 588,260 | $11.9M | 0.12% | −349,339−37.3% | Reduced |
| Kite Lake Capital Management (UK) LLP | 600,000 | $12.1M | 30.66% | +100,000+20.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 605,399 | $12.2M | 0.03% | −168,267−21.7% | Reduced |
| Alliancebernstein L.P. | 644,114 | $13.1M | 0.01% | −68,321−9.6% | Reduced |
| Mangrove Partners | 659,546 | $13.4M | 1.34% | +659,546 | New |
| Perpetual Ltd | 664,419 | $13.4M | 0.12% | −4,059,798−85.9% | Reduced |
| Mutual of America Capital Management LLC | 665,306 | $13.5M | 0.15% | 00.0% | Unchanged |
| HSBC Holdings PLC | 669,241 | $13.5M | 0.01% | +501,444+298.8% | Added |
| Edmond de Rothschild Holding S.A. | 695,736 | $14.0M | 0.28% | −57,676−7.7% | Reduced |
| Acadian Asset Management LLC | 696,721 | $14.1M | 0.06% | −2,314,955−76.9% | Reduced |
| TD Asset Management Inc | 715,726 | $14.5M | 0.02% | −29,614−4.0% | Reduced |
| Verde Servicos Internacionais S.A. | 806,000 | $14.6M | 3.64% | −149,705−15.7% | Reduced |
| Janney Capital Management LLC | 730,423 | $14.8M | 1.03% | +6,803+0.9% | Added |
| Pictet North America Advisors SA | 732,981 | $14.8M | 2.05% | +686+0.1% | Added |
| SPX Equities Gestao de Recursos Ltda | 737,431 | $14.9M | 0.71% | +185,948+33.7% | Added |
| Columbus Hill Capital Management, L.P. | 757,000 | $15.3M | 5.07% | +757,000 | New |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 759,500 | $15.4M | 0.53% | +759,500 | New |
| American Century Companies Inc | 761,061 | $15.4M | 0.01% | +73,594+10.7% | Added |
| Teachers Retirement System of the State of Kentucky | 787,250 | $16.0M | 0.15% | −421,500−34.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 838,532 | $17.0M | 0.62% | −751,880−47.3% | Reduced |
| Qube Research & Technologies Ltd | 854,338 | $17.3M | 0.07% | +854,338 | New |
| Senator Investment Group LP | 860,000 | $17.4M | 0.79% | +10,000+1.2% | Added |
| Wells Fargo & Company | 890,859 | $18.1M | 0.01% | −6,617−0.7% | Reduced |
| Raymond James & Associates | 922,656 | $18.7M | 0.02% | −155,837−14.4% | Reduced |
| Jupiter Asset Management Ltd | 938,222 | $19.0M | 0.21% | −879,272−48.4% | Reduced |
| Renaissance Technologies LLC | 993,412 | $20.1M | 0.03% | +993,412 | New |
| State of Wisconsin Investment Board | 995,767 | $20.1M | 0.06% | −60,274−5.7% | Reduced |
| Envestnet Asset Management Inc | 1,101,552 | $22.3M | 0.01% | −3,517,273−76.2% | Reduced |
| Levin Capital Strategies, L.P. | 1,103,317 | $22.4M | 2.59% | +448,832+68.6% | Added |
| Jane Street Group, LLC | 1,115,755 | $22.6M | 0.03% | +1,067,131+2,194.7% | Added |
| Quinn Opportunity Partners LLC | 1,150,244 | $23.3M | 3.23% | +571,878+98.9% | Added |
| D. E. Shaw & Co., Inc. | 1,307,448 | $26.5M | 0.04% | +1,256,871+2,485.1% | Added |
| Optiver Holding B.V. | 1,387,839 | $28.1M | 0.81% | +1,387,839 | New |
| Manufacturers Life Insurance Company, The | 1,421,768 | $28.6M | 0.02% | −35,312−2.4% | Reduced |
| State of Tennessee, Treasury Department | 1,425,406 | $28.8M | 0.12% | −299,655−17.4% | Reduced |
| Todd Asset Management LLC | 1,528,955 | $31.0M | 0.72% | −677,363−30.7% | Reduced |
| Black Diamond Capital Management, L.L.C. | 1,538,789 | $31.2M | 19.46% | 00.0% | Unchanged |