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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 16,544 | $335.3K | 0.02% | +4,319+35.3% | Added |
| Colony Group LLC | 16,535 | $335.0K | 0.00% | −215−1.3% | Reduced |
| Waycross Partners, LLC | 16,500 | $334.5K | 0.07% | +16,500 | New |
| Sage Rhino Capital LLC | 16,458 | $333.6K | 0.09% | +37+0.2% | Added |
| Financial Counselors Inc | 15,859 | $321.0K | 0.01% | −8,398−34.6% | Reduced |
| Prudential Financial Inc | 15,791 | $320.1K | 0.00% | −1,994−11.2% | Reduced |
| Clearstead Advisors, LLC | 15,672 | $317.7K | 0.02% | +101+0.6% | Added |
| Parallax Volatility Advisers, L.P. | 15,540 | $315.0K | 0.01% | −115,990−88.2% | Reduced |
| PDS Planning, Inc | 15,151 | $307.1K | 0.04% | +3,470+29.7% | Added |
| American Trust Investment Advisors, LLC | 15,015 | $304.4K | 0.17% | −2,025−11.9% | Reduced |
| Fisher Asset Management, LLC | 14,988 | $303.8K | 0.00% | +466+3.2% | Added |
| Snowden Capital Advisors LLC | 14,600 | $295.9K | 0.01% | +14,600 | New |
| L & S Advisors Inc | – | $295.1K | 0.04% | – | New |
| swisspartners Advisors Ltd | 14,000 | $283.0K | 0.23% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,733 | $278.4K | 0.00% | −45,935−77.0% | Reduced |
| Sawtooth Solutions, LLC | 13,468 | $273.0K | 0.01% | −878−6.1% | Reduced |
| Bleakley Financial Group, LLC | 13,468 | $273.0K | 0.01% | −878−6.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,452 | $272.7K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 13,429 | $272.2K | 0.17% | +13,429 | New |
| Soltis Investment Advisors LLC | 13,290 | $269.4K | 0.03% | +218+1.7% | Added |
| Seed Wealth Management, Inc. | 13,135 | $266.2K | 0.28% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 13,123 | $266.0K | 0.00% | +104+0.8% | Added |
| Compton Wealth Advisory Group, LLC | 12,591 | $255.2K | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 12,439 | $252.2K | 0.00% | +12,439 | New |
| Ieq Capital, LLC | 12,317 | $249.7K | 0.01% | +12,317 | New |
| Hudson Bay Capital Management LP | 12,222 | $247.7K | 0.00% | +12,222 | New |
| Guggenheim Capital LLC | 12,182 | $246.9K | 0.00% | −145−1.2% | Reduced |
| Wrapmanager Inc | 12,063 | $244.5K | 0.07% | +1,065+9.7% | Added |
| Verition Fund Management LLC | 12,019 | $243.6K | 0.00% | −9,934−45.3% | Reduced |
| Ascent Group, LLC | 10,985 | $242.0K | 0.03% | −2,014−15.5% | Reduced |
| Shilanski & Associates, Inc. | 11,885 | $240.9K | 0.10% | +95+0.8% | Added |
| Wolverine Trading, LLC | 11,983 | $239.8K | 0.00% | −39,852−76.9% | Reduced |
| Penserra Capital Management LLC | 11,647 | $235.0K | 0.00% | −15,350−56.9% | Reduced |
| Capital Wealth Planning, LLC | 11,471 | $232.5K | 0.00% | −15,358−57.2% | Reduced |
| Synovus Financial Corp | 11,307 | $229.2K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 11,216 | $227.3K | 0.01% | +381+3.5% | Added |
| 180 Wealth Advisors, LLC | 10,864 | $222.4K | 0.05% | +60+0.6% | Added |
| Comerica Securities,inc. | 10,937 | $221.7K | 0.02% | −1,580−12.6% | Reduced |
| Old National Bancorp | 10,829 | $219.5K | 0.01% | −22,656−67.7% | Reduced |
| Select Asset Management & Trust | 10,750 | $218.0K | 0.13% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10,634 | $215.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10,295 | $208.7K | 0.02% | −917−8.2% | Reduced |
| Stephens Inc | 10,193 | $206.6K | 0.00% | −633−5.8% | Reduced |
| Diligent Investors, LLC | 10,048 | $203.7K | 0.06% | +48+0.5% | Added |
| Covenant Partners, LLC | 9,908 | $200.8K | 0.07% | −365−3.6% | Reduced |
| Walleye Trading LLC | 9,397 | $190.5K | 0.01% | +9,397 | New |
| Parallel Advisors, LLC | 9,220 | $186.9K | 0.01% | +515+5.9% | Added |
| Cutler Group LP | 8,447 | $171.0K | 0.04% | −24,485−74.4% | Reduced |
| Glen Eagle Advisors, LLC | 7,712 | $156.3K | 0.04% | +7,533+4,208.4% | Added |
| EverSource Wealth Advisors, LLC | 7,388 | $149.8K | 0.02% | +1,556+26.7% | Added |
| CWM, LLC | 6,054 | $123.0K | 0.00% | −907−13.0% | Reduced |
| IFP Advisors, Inc | 6,441 | $100.6K | 0.01% | +247+4.0% | Added |
| Chesapeake Asset Management LLC | 4,950 | $100.3K | 0.09% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,353 | $88.2K | 0.00% | +4,160+2,155.4% | Added |
| Cacti Asset Management LLC | 4,225 | $85.6K | 0.01% | +4,225 | New |
| Financial Perspectives, Inc | 4,094 | $83.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 4,077 | $82.6K | 0.01% | −378−8.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,829 | $81.0K | 0.00% | −27,640−87.8% | Reduced |
| Huntington National Bank | 3,385 | $68.6K | 0.00% | −1,073−24.1% | Reduced |
| Emfo, LLC | 3,002 | $60.9K | 0.06% | +3,002 | New |
| CKW Financial Group | 2,700 | $55.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,614 | $53.0K | 0.01% | −607−18.8% | Reduced |
| Hexagon Capital Partners LLC | 2,596 | $52.6K | 0.01% | +1,141+78.4% | Added |
| Bessemer Group Inc | 2,536 | $51.0K | 0.00% | +2,266+839.3% | Added |
| Massmutual Trust Co FSB | 2,480 | $50.3K | 0.00% | +868+53.8% | Added |
| Rosenberg Matthew Hamilton | 2,457 | $49.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,397 | $48.6K | 0.00% | +2,383+17,021.4% | Added |
| Walleye Capital LLC | 2,383 | $48.3K | 0.00% | +2,383 | New |
| O'Dell Group, LLC | 2,356 | $47.8K | 0.01% | +2,356 | New |
| Umb Bank N A | 2,259 | $45.8K | 0.00% | +21+0.9% | Added |
| First Manhattan Co | 2,000 | $40.5K | 0.00% | −506−20.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 2,000 | $40.5K | 0.02% | +2,000 | New |
| TD Private Client Wealth LLC | 1,982 | $40.2K | 0.00% | −77−3.7% | Reduced |
| Performa Ltd (US), LLC | 1,739 | $35.3K | 0.02% | +1,739 | New |
| Global Retirement Partners, LLC | 1,712 | $34.7K | 0.00% | +192+12.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,691 | $34.3K | 0.00% | +754+80.5% | Added |
| Twin Tree Management, LP | 1,684 | $34.1K | 0.00% | +1,684 | New |
| Zions Bancorporation, N.A. | 1,635 | $33.1K | 0.00% | −36−2.2% | Reduced |
| Anchor Investment Management, LLC | 1,555 | $31.5K | 0.00% | +1,555 | New |
| TD Waterhouse Canada Inc. | 1,380 | $30.4K | 0.00% | −3,930−74.0% | Reduced |
| Acima Private Wealth, LLC | 1,378 | $27.9K | 0.01% | +444+47.5% | Added |
| Allworth Financial LP | 1,367 | $27.7K | 0.00% | −447−24.6% | Reduced |
| Solstein Capital, LLC | 1,170 | $23.7K | 0.02% | +1,170 | New |
| Resurgent Financial Advisors LLC | 1,043 | $21.1K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $20.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $20.3K | 0.00% | +1,000 | New |
| AdvisorNet Financial, Inc | 994 | $20.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 904 | $18.3K | 0.00% | −214−19.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 891 | $18.1K | 0.00% | +386+76.4% | Added |
| Parkside Financial Bank & Trust | 846 | $17.1K | 0.00% | +708+513.0% | Added |
| Harvest Fund Management Co., Ltd | 855 | $17.0K | 0.00% | −1,032−54.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 828 | $16.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 615 | $12.5K | 0.00% | +615 | New |
| First Horizon Advisors, Inc. | 597 | $12.1K | 0.00% | +7+1.2% | Added |
| Chilton Capital Management LLC | 572 | $11.6K | 0.00% | +572 | New |
| Earnest Partners LLC | 552 | $11.2K | 0.00% | +56+11.3% | Added |
| JFS Wealth Advisors, LLC | 541 | $11.0K | 0.00% | −125−18.8% | Reduced |
| Montag A & Associates Inc | 523 | $10.6K | 0.00% | +60+13.0% | Added |
| Gables Capital Management Inc. | 500 | $10.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $10.1K | 0.00% | +500 | New |