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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 472,840 | $9.58M | 0.48% | +8,076+1.7% | Added |
| Henry James International Management, Inc. | 456,036 | $9.24M | 4.01% | −26,241−5.4% | Reduced |
| Susquehanna International Group, LLP | 429,377 | $8.70M | 0.01% | −692,225−61.7% | Reduced |
| Tudor Investment Corp Et Al | 428,918 | $8.69M | 0.14% | +415,877+3,189.0% | Added |
| Artemis Investment Management LLP | 404,408 | $8.17M | 0.10% | −8,989−2.2% | Reduced |
| CIBC World Markets Inc. | 383,215 | $7.75M | 0.03% | +2,566+0.7% | Added |
| Voloridge Investment Management, LLC | 382,044 | $7.74M | 0.04% | +382,044 | New |
| PointState Capital LP | 373,575 | $7.57M | 0.29% | +373,575 | New |
| O'Shaughnessy Asset Management, LLC | 366,685 | $7.43M | 0.11% | +59,042+19.2% | Added |
| Monaco Asset Management SAM | 362,450 | $7.33M | 3.94% | +362,450 | New |
| Contravisory Investment Management, Inc. | 356,751 | $7.23M | 1.91% | +12,632+3.7% | Added |
| Nuveen Asset Management, LLC | 351,956 | $7.13M | 0.00% | +3,666+1.1% | Added |
| RBF Capital, LLC | 340,000 | $6.89M | 0.43% | +15,000+4.6% | Added |
| Maryland State Retirement & Pension System | 339,271 | $6.85M | 0.14% | +231,949+216.1% | Added |
| SEI Investments Co | 320,344 | $6.49M | 0.01% | +33,086+11.5% | Added |
| Achmea Investment Management B.V. | 320,725 | $6.49M | 0.14% | +29,405+10.1% | Added |
| Credit Agricole S A | 320,020 | $6.49M | 0.21% | +17,188+5.7% | Added |
| Value Partners Investments Inc. | 303,434 | $6.15M | 0.49% | +100,000+49.2% | Added |
| Assenagon Asset Management S.A. | 294,877 | $5.96M | 0.02% | −171,969−36.8% | Reduced |
| Legal & General Group Plc | 287,367 | $5.81M | 0.00% | +287,367 | New |
| Millennium Management LLC | 276,285 | $5.60M | 0.01% | +60,933+28.3% | Added |
| Advanced Portfolio Management, LLC | 275,000 | $5.57M | 5.11% | +275,000 | New |
| Prudential PLC | 265,013 | $5.35M | 0.06% | +265,013 | New |
| Murchinson Ltd. | 253,875 | $5.15M | 0.66% | +253,875 | New |
| Crossmark Global Holdings, Inc. | 216,163 | $4.81M | 0.10% | −3,844−1.7% | Reduced |
| Stifel Financial Corp | 234,159 | $4.75M | 0.01% | +98,058+72.0% | Added |
| Mercer Global Advisors Inc | 233,004 | $4.72M | 0.02% | +11,445+5.2% | Added |
| Hiddenite Capital Partners LP | 225,000 | $4.56M | 5.86% | +100,000+80.0% | Added |
| First Trust Advisors LP | 221,086 | $4.48M | 0.01% | +10,098+4.8% | Added |
| Exor Capital LLP | 217,000 | $4.39M | 0.28% | +217,000 | New |
| Ensign Peak Advisors, Inc | 221,894 | $4.34M | 0.01% | 00.0% | Unchanged |
| Ossiam | 206,195 | $4.17M | 0.07% | +53,617+35.1% | Added |
| MetLife Investment Management | 199,894 | $4.07M | 0.03% | −6,595−3.2% | Reduced |
| Clearbridge Investments, LLC | 194,406 | $3.94M | 0.00% | +559+0.3% | Added |
| Azora Capital LP | 176,741 | $3.57M | 0.73% | +176,741 | New |
| Neuberger Berman Group LLC | 174,013 | $3.52M | 0.00% | −223,262−56.2% | Reduced |
| Group One Trading, L.P. | 170,153 | $3.45M | 0.15% | +170,153 | New |
| National Bank of Canada | 163,855 | $3.34M | 0.01% | +135,890+485.9% | Added |
| LMR Partners LLP | 163,177 | $3.31M | 0.08% | +163,177 | New |
| Dorsey Wright & Associates | 157,866 | $3.20M | 0.96% | −14,339−8.3% | Reduced |
| Power Corp of Canada | 152,877 | $3.08M | 0.32% | +12,514+8.9% | Added |
| Lord, Abbett & Co. LLC | 150,013 | $3.03M | 0.01% | −241,035−61.6% | Reduced |
| Creative Planning | 144,356 | $2.93M | 0.00% | +34,807+31.8% | Added |
| Metropolitan Life Insurance Co | 140,135 | $2.83M | 0.14% | −4,092−2.8% | Reduced |
| Jackson Wealth Management, LLC | 136,499 | $2.77M | 0.41% | +3,377+2.5% | Added |
| Advisor Group Holdings, Inc. | 135,441 | $2.74M | 0.00% | −60,614−30.9% | Reduced |
| Wetherby Asset Management Inc | 133,556 | $2.71M | 0.15% | +1,277+1.0% | Added |
| Logan Capital Management Inc | 132,132 | $2.68M | 0.13% | −5,319−3.9% | Reduced |
| Banco Santander, S.A. | 128,851 | $2.61M | 0.03% | +73,875+134.4% | Added |
| Mariner, LLC | 127,924 | $2.59M | 0.01% | +5,883+4.8% | Added |
| Scoggin Management LP | 125,000 | $2.53M | 4.53% | +25,000+25.0% | Added |
| Metis Global Partners, LLC | 124,290 | $2.51M | 0.14% | −6,858−5.2% | Reduced |
| KCS Wealth Advisory | 121,967 | $2.47M | 0.86% | +2,233+1.9% | Added |
| PDT Partners, LLC | 120,228 | $2.44M | 0.34% | −20,184−14.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 118,694 | $2.41M | 0.84% | +48,518+69.1% | Added |
| Connectus Wealth, LLC | 116,547 | $2.36M | 0.05% | −164,381−58.5% | Reduced |
| Brinker Capital Investments, LLC | 116,488 | $2.36M | 0.03% | −21,546−15.6% | Reduced |
| Orion Portfolio Solutions, LLC | 116,488 | $2.36M | 0.03% | −21,546−15.6% | Reduced |
| LPL Financial LLC | 108,480 | $2.20M | 0.00% | +12,292+12.8% | Added |
| JustInvest LLC | 107,879 | $2.19M | 0.07% | +19,012+21.4% | Added |
| Mitchell Capital Management Co | 106,373 | $2.16M | 0.49% | +31,172+41.5% | Added |
| Bridgeway Capital Management, LLC | 104,400 | $2.12M | 0.05% | −20,600−16.5% | Reduced |
| Highland Capital Management, LLC | 104,367 | $2.12M | 0.14% | −1,600−1.5% | Reduced |
| Ritholtz Wealth Management | 102,902 | $2.09M | 0.09% | +8,193+8.7% | Added |
| Cubist Systematic Strategies, LLC | 101,100 | $2.05M | 0.02% | +56,852+128.5% | Added |
| Hantz Financial Services, Inc. | 100,979 | $2.05M | 0.05% | −1,270−1.2% | Reduced |
| PEAK6 Investments LLC | 98,529 | $2.00M | 0.17% | +8,530+9.5% | Added |
| Independent Advisor Alliance | 96,533 | $1.96M | 0.09% | −7,157−6.9% | Reduced |
| United Services Automobile Association | 94,686 | $1.91M | 0.05% | −1,194−1.2% | Reduced |
| Pathstone Family Office, LLC | 92,517 | $1.87M | 0.03% | −9,079−8.9% | Reduced |
| Boston Partners | 92,055 | $1.87M | 0.00% | −11,154−10.8% | Reduced |
| Beach Investment Counsel Inc | 85,646 | $1.74M | 0.21% | −800−0.9% | Reduced |
| Oppenheimer & Co Inc | 80,997 | $1.64M | 0.03% | −9,662−10.7% | Reduced |
| Alaethes Wealth LLC | 79,762 | $1.62M | 0.89% | +1,044+1.3% | Added |
| Credit Capital Investments LLC | 75,000 | $1.52M | 1.98% | +30,000+66.7% | Added |
| US Bancorp | 72,775 | $1.48M | 0.00% | −15,536−17.6% | Reduced |
| The PNC Financial Services Group, Inc. | 69,826 | $1.42M | 0.00% | +4,899+7.5% | Added |
| Duality Advisers, LP | 69,264 | $1.40M | 0.18% | −7,010−9.2% | Reduced |
| Atria Investments LLC | 67,480 | $1.37M | 0.02% | +7,679+12.8% | Added |
| Ativo Capital Management LLC | 67,179 | $1.36M | 1.44% | −3,800−5.4% | Reduced |
| First Hawaiian Bank | 66,490 | $1.35M | 0.04% | +205+0.3% | Added |
| MYDA Advisors LLC | 64,000 | $1.30M | 0.51% | +64,000 | New |
| Wealth Alliance Advisory Group, LLC | 63,744 | $1.29M | 0.46% | +10.0% | Added |
| Simmons Bank | 63,636 | $1.29M | 0.11% | +9,471+17.5% | Added |
| Cresset Asset Management, LLC | 63,623 | $1.29M | 0.01% | +63,623 | New |
| Cigna Investments Inc | 61,795 | $1.25M | 0.23% | −516−0.8% | Reduced |
| Yousif Capital Management, LLC | 61,513 | $1.25M | 0.02% | +2,362+4.0% | Added |
| Victory Capital Management Inc | 60,710 | $1.23M | 0.00% | −7,052−10.4% | Reduced |
| WCM Investment Management, LLC | 59,144 | $1.18M | 0.00% | +59,144 | New |
| Schechter Investment Advisors, LLC | 58,056 | $1.18M | 0.11% | +5,729+10.9% | Added |
| Integrated Wealth Concepts LLC | 57,915 | $1.17M | 0.02% | −2,237−3.7% | Reduced |
| Adams Wealth Management | 56,749 | $1.15M | 0.36% | +10,970+24.0% | Added |
| Signaturefd, LLC | 56,730 | $1.15M | 0.03% | +833+1.5% | Added |
| Massachusetts Wealth Management | 56,139 | $1.14M | 1.09% | +789+1.4% | Added |
| Western Standard LLC | 55,000 | $1.11M | 0.97% | +55,000 | New |
| Veriti Management LLC | 54,775 | $1.11M | 0.12% | −398−0.7% | Reduced |
| Simplex Trading, LLC | 54,545 | $1.10M | 0.05% | +16,343+42.8% | Added |
| Forum Financial Management, LP | 53,533 | $1.09M | 0.02% | 00.0% | Unchanged |
| CTF Capital Management, LP | 53,516 | $1.08M | 0.58% | −135,084−71.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 52,901 | $1.07M | 0.65% | −140.0% | Reduced |