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 |
|---|---|---|---|---|---|
| Brandes Investment Partners, LP | 1,545,339 | $31.3M | 0.63% | −28,816−1.8% | Reduced |
| Public Sector Pension Investment Board | 1,573,163 | $31.8M | 0.23% | −24,797−1.6% | Reduced |
| Invesco Ltd. | 1,694,422 | $34.3M | 0.01% | −1,376,420−44.8% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,762,882 | $35.6M | 0.89% | −48,910−2.7% | Reduced |
| Banque Pictet & Cie SA | 1,813,296 | $36.7M | 0.32% | −131,710−6.8% | Reduced |
| Northern Trust Corp | 1,908,136 | $38.7M | 0.01% | −26,225−1.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,967,480 | $39.8M | 0.18% | −2,455,484−55.5% | Reduced |
| Canada Pension Plan Investment Board | 2,003,512 | $40.5M | 0.06% | −4,027,593−66.8% | Reduced |
| Bank of Montreal | 2,037,581 | $41.7M | 0.03% | −515,234−20.2% | Reduced |
| Compagnie Lombard Odier SCmA | 2,073,456 | $41.9M | 1.17% | +127,177+6.5% | Added |
| Captrust Financial Advisors | 2,237,175 | $45.3M | 0.18% | −10,918−0.5% | Reduced |
| Odey Asset Management LLP | 2,371,813 | $48.1M | 17.67% | +2,371,813 | New |
| Patient Capital Management, LLC | 2,488,265 | $50.4M | 2.81% | +2,265,465+1,016.8% | Added |
| Ameriprise Financial Inc | 2,545,526 | $51.5M | 0.02% | +225,182+9.7% | Added |
| Janus Henderson Group PLC | 2,612,196 | $52.8M | 0.03% | −238,944−8.4% | Reduced |
| Mackenzie Financial Corp | 2,596,956 | $53.0M | 0.08% | −750,417−22.4% | Reduced |
| Great West Life Assurance Co | 2,618,106 | $53.2M | 0.13% | −205,001−7.3% | Reduced |
| Discovery Capital Management, LLC | 2,814,800 | $56.9M | 6.64% | +2,814,800 | New |
| Thornburg Investment Management Inc | 2,831,041 | $57.2M | 0.93% | −2,005,893−41.5% | Reduced |
| AXA S.A. | 3,417,156 | $69.3M | 0.23% | −1,770,948−34.1% | Reduced |
| Natixis Advisors, L.P. | 3,822,327 | $77.5M | 0.24% | −333,773−8.0% | Reduced |
| BlackRock Inc. | 3,829,049 | $77.6M | 0.00% | +1,061,179+38.3% | Added |
| Korea Investment CORP | 3,915,082 | $79.2M | 0.22% | −493,029−11.2% | Reduced |
| Aviva PLC | 3,993,319 | $80.8M | 0.33% | −198,691−4.7% | Reduced |
| FIL Ltd | 4,224,887 | $85.5M | 0.10% | +994,999+30.8% | Added |
| ARGA Investment Management, LP | 4,430,409 | $89.6M | 3.16% | +8,760+0.2% | Added |
| DekaBank Deutsche Girozentrale | 5,168,072 | $103.7M | 0.23% | −2,639,231−33.8% | Reduced |
| Royal London Asset Management Ltd | 5,707,517 | $115.7M | 0.37% | +918,822+19.2% | Added |
| M&G Investment Management Ltd | 6,132,184 | $123.2M | 0.74% | +1,104,364+22.0% | Added |
| Banque Cantonale Vaudoise | 6,142,869 | $124.2M | 5.80% | +49,354+0.8% | Added |
| Pzena Investment Management LLC | 6,140,954 | $124.5M | 0.53% | +2,352,289+62.1% | Added |
| Allianz Asset Management GmbH | 6,603,764 | $133.6M | 0.28% | −2,250,948−25.4% | Reduced |
| Bank of New York Mellon Corp | 6,917,590 | $140.2M | 0.03% | +47,315+0.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,405,836 | $149.8M | 0.12% | −2,106,970−22.1% | Reduced |
| Royal Bank of Canada | 7,553,670 | $153.1M | 0.04% | −1,743,984−18.8% | Reduced |
| Russell Investments Group, Ltd. | 7,898,625 | $159.7M | 0.31% | −1,227,680−13.5% | Reduced |
| Causeway Capital Management LLC | 8,903,128 | $180.1M | 4.74% | −747,512−7.7% | Reduced |
| Citigroup Inc | 8,964,272 | $181.3M | 0.23% | +5,218,321+139.3% | Added |
| Morgan Stanley | 10,779,659 | $218.5M | 0.02% | +1,123,920+11.6% | Added |
| Vontobel Holding Ltd. | 11,650,853 | $235.4M | 2.07% | −2,244,330−16.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,128,292 | $265.6M | 0.41% | +995,559+8.2% | Added |
| Bank of America Corp | 17,065,749 | $345.9M | 0.04% | +8,626,468+102.2% | Added |
| Amundi | 17,209,017 | $352.3M | 0.18% | +2,464,731+16.7% | Added |
| Wellington Management Group LLP | 18,100,056 | $366.1M | 0.07% | −1,140,211−5.9% | Reduced |
| Capital World Investors | 18,056,807 | $367.4M | 0.07% | +11,900,050+193.3% | Added |
| JPMorgan Chase & Co | 20,281,210 | $411.1M | 0.05% | +9,661,130+91.0% | Added |
| Deutsche Bank AG | 22,116,895 | $448.3M | 0.24% | +5,433,526+32.6% | Added |
| Pictet Asset Management SA | 27,778,145 | $561.8M | 0.67% | −1,666,273−5.7% | Reduced |
| Goldman Sachs Group Inc | 36,961,934 | $749.2M | 0.19% | −731,129−1.9% | Reduced |
| FMR LLC | 37,328,316 | $756.1M | 0.06% | +1,504,213+4.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,497,470 | $859.5M | 3.79% | −1,218,161−2.8% | Reduced |
| Credit Suisse AG | 102,867,647 | $2.09B | 2.09% | −1,431,078−1.4% | Reduced |
| Vanguard Group Inc | 111,079,158 | $2.25B | 0.05% | +7,215,957+6.9% | Added |
| Massachusetts Financial Services Co | 112,422,165 | $2.28B | 0.75% | +601,858+0.5% | Added |
| UBS Group AG | 113,827,839 | $2.31B | 1.00% | −188,590,954−62.4% | Reduced |
| Dodge & Cox | 155,338,692 | $3.14B | 2.10% | +226,879+0.1% | Added |
| Norges Bank | 169,075,485 | $3.42B | 0.67% | +15,662,771+10.2% | Added |
| Sofos Investments, Inc. | 20 | – | – | −1−4.8% | Reduced |
| Activest Wealth Management | 121 | – | – | +121 | New |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,372,072−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −1,178,255−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −769,440−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −660,102−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −480,000−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −399,485−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −330,813−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −309,714−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −296,223−100.0% | Sold out |
| Point Break Capital Management, LLC | 0 | $0 | 0.00% | −245,800−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −185,857−100.0% | Sold out |
| Exane Asset Management | 0 | $0 | 0.00% | −151,651−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −112,676−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −83,782−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −81,622−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −75,071−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −64,817−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −52,566−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −50,068−100.0% | Sold out |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −46,608−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −43,400−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −39,957−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −37,353−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −34,949−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −33,459−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −32,769−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −29,800−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −28,355−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −24,011−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −22,900−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −19,284−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −16,316−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −16,008−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −15,289−100.0% | Sold out |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,938−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −14,508−100.0% | Sold out |