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 |
|---|---|---|---|---|---|
| JBF Capital, Inc. | 52,500 | $1.06M | 0.22% | +50,000+2,000.0% | Added |
| NatWest Group plc | 51,173 | $1.04M | 0.54% | −3,080−5.7% | Reduced |
| HighTower Advisors, LLC | 50,624 | $1.02M | 0.00% | +21,887+76.2% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 50,000 | $1.01M | 2.07% | +50,000 | New |
| MML Investors Services, LLC | 48,859 | $990.0K | 0.01% | +17,516+55.9% | Added |
| Oppenheimer Asset Management Inc. | 48,477 | $982.6K | 0.01% | −3,071−6.0% | Reduced |
| Greenleaf Trust | 48,244 | $977.9K | 0.01% | −49−0.1% | Reduced |
| Rhumbline Advisers | 48,233 | $977.7K | 0.00% | +48,233 | New |
| Quantinno Capital Management LP | 47,375 | $960.0K | 0.05% | +727+1.6% | Added |
| Fifth Third Bancorp | 46,946 | $951.6K | 0.00% | −3,821−7.5% | Reduced |
| Truist Financial Corp | 46,664 | $945.9K | 0.00% | −4,098−8.1% | Reduced |
| Park Avenue Securities LLC | 46,623 | $945.0K | 0.01% | +6,602+16.5% | Added |
| Nordwand Advisors, LLC | 46,513 | $942.8K | 0.16% | +1,293+2.9% | Added |
| Investors Research Corp | 46,183 | $936.1K | 0.24% | +149+0.3% | Added |
| CI Private Wealth, LLC | 45,438 | $919.4K | 0.00% | +332+0.7% | Added |
| Genus Capital Management Inc. | 44,917 | $910.5K | 0.13% | +44,917 | New |
| Charles Schwab Investment Management Inc | 43,757 | $887.0K | 0.00% | +22,112+102.2% | Added |
| BTC Capital Management, Inc. | 43,006 | $873.4K | 0.09% | −1,004−2.3% | Reduced |
| Greenwich Wealth Management LLC | 42,858 | $869.0K | 0.09% | +42,858 | New |
| Legacy Capital Group California, Inc. | 41,967 | $850.7K | 0.35% | +5,993+16.7% | Added |
| Raymond James Trust N.A. | 41,915 | $850.0K | 0.02% | +3,014+7.7% | Added |
| Baker Ellis Asset Management LLC | 41,900 | $849.3K | 0.14% | −2,214−5.0% | Reduced |
| Perigon Wealth Management, LLC | 41,721 | $845.7K | 0.03% | +3,007+7.8% | Added |
| Morningstar Investment Services LLC | 41,297 | $825.0K | 0.01% | +6,575+18.9% | Added |
| Liberty One Investment Management, LLC | 39,919 | $809.2K | 0.10% | −9,143−18.6% | Reduced |
| SOL Capital Management CO | 39,580 | $802.0K | 0.12% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 39,286 | $796.3K | 0.19% | +7,659+24.2% | Added |
| Private Advisor Group, LLC | 37,015 | $794.2K | 0.01% | −2,662−6.7% | Reduced |
| Gardner Lewis Asset Management L P | 38,750 | $785.5K | 0.29% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 38,353 | $777.4K | 0.03% | −2,345−5.8% | Reduced |
| Qtron Investments LLC | 38,126 | $771.1K | 0.15% | −5,069−11.7% | Reduced |
| Advisors Asset Management, Inc. | 37,350 | $757.1K | 0.02% | −5,843−13.5% | Reduced |
| Advisor Partners II, LLC | 37,119 | $752.4K | 0.04% | +2,949+8.6% | Added |
| Gabelli Funds LLC | 37,000 | $750.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 36,560 | $741.1K | 0.03% | −4,657−11.3% | Reduced |
| Clarius Group, LLC | 35,713 | $723.8K | 0.06% | +2,568+7.7% | Added |
| Cerity Partners LLC | 35,481 | $719.2K | 0.00% | +9,093+34.5% | Added |
| K2 Principal Fund, L.P. | 35,000 | $709.5K | 0.23% | +35,000 | New |
| Centennial Bank | 34,210 | $691.4K | 0.47% | −5,431−13.7% | Reduced |
| Lake Street Advisors Group, LLC | 33,991 | $689.0K | 0.04% | +1,764+5.5% | Added |
| Cetera Advisor Networks LLC | 33,401 | $677.0K | 0.00% | −3,562−9.6% | Reduced |
| Commonwealth Equity Services, LLC | 33,062 | $670.0K | 0.00% | +9,355+39.5% | Added |
| Horizon Investments, LLC | 32,050 | $649.7K | 0.02% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 32,135 | $649.2K | 0.01% | −54,142−62.8% | Reduced |
| TownSquare Capital, LLC | 32,027 | $649.2K | 0.01% | +5,322+19.9% | Added |
| Blueshift Asset Management, LLC | 31,832 | $645.2K | 0.25% | +31,832 | New |
| Lingohr & Partner Asset Management GmbH | 31,668 | $640.0K | 1.63% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 30,984 | $628.1K | 0.06% | −1,348−4.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 30,903 | $626.4K | 0.00% | −5,687−15.5% | Reduced |
| Vident Investment Advisory, LLC | 30,767 | $623.7K | 0.02% | −36,202−54.1% | Reduced |
| Boston Private Wealth LLC | 30,212 | $612.4K | 0.01% | +7,948+35.7% | Added |
| Sequoia Financial Advisors, LLC | 30,048 | $609.1K | 0.01% | +3,888+14.9% | Added |
| Advisors Capital Management, LLC | 28,904 | $586.0K | 0.01% | +224+0.8% | Added |
| MAI Capital Management | 28,679 | $581.3K | 0.01% | +17,243+150.8% | Added |
| ABN AMRO Bank N.V. | 28,300 | $570.6K | 0.01% | −1,726−5.7% | Reduced |
| Quadrant Capital Group LLC | 28,140 | $570.4K | 0.06% | −1,891−6.3% | Reduced |
| Atlas Capital Advisors LLC | 27,856 | $564.6K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Securities, Ltd. | 27,774 | $563.0K | 0.52% | −883,593−97.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,731 | $562.1K | 0.00% | +2,152+8.4% | Added |
| Janney Montgomery Scott LLC | 27,378 | $555.0K | 0.00% | −17,760−39.3% | Reduced |
| Kathmere Capital Management, LLC | 27,234 | $552.0K | 0.09% | +986+3.8% | Added |
| Winning Points Advisors, LLC | 17,821 | $550.7K | 0.85% | +17,821 | New |
| XTX Topco Ltd | 27,027 | $547.8K | 0.10% | +27,027 | New |
| Cullinan Associates Inc | 26,500 | $537.2K | 0.03% | +26,500 | New |
| Cookson Peirce & Co Inc | 26,418 | $535.0K | 0.03% | −964−3.5% | Reduced |
| Aj Wealth Strategies, LLC | 26,275 | $532.6K | 0.03% | +382+1.5% | Added |
| Eqis Capital Management, Inc. | 25,332 | $513.5K | 0.06% | −2,881−10.2% | Reduced |
| BNP Paribas Arbitrage, SA | 25,265 | $512.1K | 0.00% | +3,577+16.5% | Added |
| National Asset Management, Inc. | 25,077 | $508.3K | 0.01% | +417+1.7% | Added |
| Beverly Hills Private Wealth, LLC | 22,713 | $497.0K | 0.08% | +11,283+98.7% | Added |
| CSS LLC | 23,845 | $483.3K | 0.04% | +23,845 | New |
| Spire Wealth Management | 23,832 | $483.1K | 0.02% | +2,352+10.9% | Added |
| Dorsey & Whitney Trust CO LLC | 23,730 | $481.0K | 0.04% | +5,938+33.4% | Added |
| Deuterium Capital Management, LLC | 26,180 | $473.7K | 0.66% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 23,200 | $468.7K | 0.22% | −13,300−36.4% | Reduced |
| Aquatic Capital Management LLC | 23,100 | $468.0K | 0.03% | +23,100 | New |
| HRT Financial LP | 22,902 | $464.0K | 0.00% | +22,902 | New |
| Kestra Advisory Services, LLC | 22,811 | $462.4K | 0.00% | +22,811 | New |
| Mount Yale Investment Advisors, LLC | 22,805 | $462.3K | 0.05% | +1,913+9.2% | Added |
| Cetera Investment Advisers | 22,594 | $458.0K | 0.00% | −7,514−25.0% | Reduced |
| Evergreen Capital Management LLC | 21,697 | $439.8K | 0.02% | −375−1.7% | Reduced |
| Zhang Financial LLC | 21,620 | $438.2K | 0.04% | +4,810+28.6% | Added |
| Continental Advisors LLC | 21,285 | $431.4K | 0.38% | +21,285 | New |
| Cambridge Investment Research Advisors, Inc. | 20,925 | $424.0K | 0.00% | −1,486−6.6% | Reduced |
| Gamco Investors, Inc. Et Al | 20,700 | $419.6K | 0.00% | +20,700 | New |
| Y-Intercept (Hong Kong) Ltd | 20,517 | $415.9K | 0.04% | +6,226+43.6% | Added |
| Springhouse Capital Management, LP | 20,500 | $415.5K | 0.70% | +20,500 | New |
| Studio Investment Management LLC | 20,276 | $411.0K | 0.12% | +39+0.2% | Added |
| Ballentine Partners, LLC | 20,172 | $408.9K | 0.01% | +5,096+33.8% | Added |
| Gradient Investments LLC | 19,770 | $400.7K | 0.01% | −416−2.1% | Reduced |
| First National Bank of Hutchinson | 19,176 | $388.7K | 0.28% | +5,385+39.0% | Added |
| GWM Advisors LLC | 19,032 | $385.8K | 0.00% | +583+3.2% | Added |
| Angeles Wealth Management, LLC | 19,025 | $385.6K | 0.05% | +19,025 | New |
| Gallacher Capital Management LLC | 18,640 | $377.8K | 0.22% | +1,494+8.7% | Added |
| Glenmede Trust Co NA | 17,484 | $373.1K | 0.00% | 00.0% | Unchanged |
| Amia Capital LLP | 20,000 | $361.9K | 2.27% | −10,000−33.3% | Reduced |
| M&T Bank Corp | 17,488 | $354.7K | 0.00% | +246+1.4% | Added |
| Ethic Inc. | 16,968 | $343.9K | 0.01% | +5,566+48.8% | Added |
| Checchi Capital Advisers, LLC | 16,867 | $341.9K | 0.03% | +992+6.2% | Added |
| Clear Street Markets LLC | 16,769 | $339.0K | 0.14% | +16,669+16,669.0% | Added |