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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −13,954−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −12,371−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −11,723−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −11,666−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −12,272−100.0% | Sold out |
| Sabadell Asset Management, S.A S.G.I.I.C | 0 | $0 | 0.00% | −10,697−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,527−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −10,118−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −9,921−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −9,732−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −9,695−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −9,580−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −9,567−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −9,548−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −8,220−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −2,068−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Odey Asset Management Group Ltd | – | – | – | – | Not filed |
| Altman Advisors, Inc. | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |