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, Q3 2023
Institutional positions in UBS Group AG as of Sep 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
- 487
- +30 vs. Q2 2023
- Shares held
- 1.28B
- +42.4M (+3.4%) vs. Q2 2023
- Total value
- $31.7B
- +$6.56B (+26.1%) vs. Q2 2023
- New holders
- 74
- 156 more added
- Sold out
- 44
- 174 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 177,392,210 | $4.40B | 0.89% | +8,316,725+4.9% | Added |
| Dodge & Cox | 136,903,417 | $3.38B | 2.28% | −18,435,275−11.9% | Reduced |
| UBS Group AG | 112,825,896 | $2.78B | 1.27% | −1,001,943−0.9% | Reduced |
| Massachusetts Financial Services Co | 108,876,276 | $2.68B | 0.94% | −3,545,889−3.2% | Reduced |
| Vanguard Group Inc | 106,733,222 | $2.63B | 0.06% | −4,345,936−3.9% | Reduced |
| Credit Suisse AG | 89,495,404 | $2.21B | 2.32% | −13,372,243−13.0% | Reduced |
| FMR LLC | 51,432,723 | $1.27B | 0.11% | +14,104,407+37.8% | Added |
| Goldman Sachs Group Inc | 48,563,544 | $1.20B | 0.30% | +11,601,610+31.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,108,704 | $1.04B | 4.61% | −388,766−0.9% | Reduced |
| Capital World Investors | 33,536,723 | $829.0M | 0.16% | +15,479,916+85.7% | Added |
| Pictet Asset Management Holding SA | 28,508,436 | $707.1M | 0.87% | +28,508,436 | New |
| Amundi | 25,136,742 | $611.1M | 0.30% | +7,927,725+46.1% | Added |
| Bank of America Corp | 23,066,260 | $568.6M | 0.07% | +6,000,511+35.2% | Added |
| JPMorgan Chase & Co | 22,334,164 | $550.5M | 0.06% | +2,052,954+10.1% | Added |
| Deutsche Bank AG | 16,857,632 | $415.5M | 0.27% | −5,259,263−23.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,693,837 | $314.9M | 0.47% | −434,455−3.3% | Reduced |
| Wellington Management Group LLP | 11,465,734 | $284.4M | 0.06% | −6,634,322−36.7% | Reduced |
| Vontobel Holding Ltd. | 11,207,350 | $277.8M | 2.57% | −443,503−3.8% | Reduced |
| Morgan Stanley | 11,168,903 | $275.3M | 0.03% | +389,244+3.6% | Added |
| Causeway Capital Management LLC | 8,998,675 | $223.1M | 5.89% | +95,547+1.1% | Added |
| Royal Bank of Canada | 7,445,877 | $183.5M | 0.05% | −107,793−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,236,417 | $179.5M | 0.15% | −169,419−2.3% | Reduced |
| Bank of New York Mellon Corp | 7,021,393 | $173.1M | 0.04% | +103,803+1.5% | Added |
| Royal London Asset Management Ltd | 6,847,829 | $168.8M | 0.55% | +1,140,312+20.0% | Added |
| Russell Investments Group, Ltd. | 6,767,039 | $167.8M | 0.33% | −1,131,586−14.3% | Reduced |
| FIL Ltd | 6,756,953 | $167.5M | 0.20% | +2,532,066+59.9% | Added |
| Citigroup Inc | 6,556,764 | $162.6M | 0.23% | −2,407,508−26.9% | Reduced |
| M&G Investment Management Ltd | 6,383,131 | $160.4M | 1.17% | +250,947+4.1% | Added |
| ARGA Investment Management, LP | 6,206,124 | $153.8M | 6.26% | +1,775,715+40.1% | Added |
| Allianz Asset Management GmbH | 6,196,181 | $153.7M | 0.31% | −407,583−6.2% | Reduced |
| Pzena Investment Management LLC | 6,117,608 | $150.8M | 0.65% | −23,346−0.4% | Reduced |
| Banque Cantonale Vaudoise | 6,029,935 | $149.6M | 7.47% | −112,934−1.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,991,557 | $148.3M | 0.18% | +5,991,557 | New |
| DekaBank Deutsche Girozentrale | 4,959,854 | $123.9M | 0.29% | −208,218−4.0% | Reduced |
| Acadian Asset Management LLC | 4,484,300 | $111.2M | 0.47% | +3,787,579+543.6% | Added |
| Aviva PLC | 4,439,811 | $110.2M | 0.46% | +446,492+11.2% | Added |
| Natixis Advisors, L.P. | 4,087,987 | $100.8M | 0.31% | +265,660+7.0% | Added |
| Korea Investment CORP | 3,727,655 | $92.5M | 0.27% | −187,427−4.8% | Reduced |
| BlackRock Inc. | 3,693,559 | $91.0M | 0.00% | −135,490−3.5% | Reduced |
| Canada Pension Plan Investment Board | 3,188,920 | $79.1M | 0.12% | +1,185,408+59.2% | Added |
| Ameriprise Financial Inc | 2,714,891 | $67.5M | 0.02% | +169,365+6.7% | Added |
| Janus Henderson Group PLC | 2,650,925 | $65.7M | 0.04% | +38,729+1.5% | Added |
| Patient Capital Management, LLC | 2,482,612 | $61.2M | 3.59% | −5,653−0.2% | Reduced |
| Compagnie Lombard Odier SCmA | 2,334,049 | $57.9M | 1.34% | +260,593+12.6% | Added |
| Mackenzie Financial Corp | 2,417,631 | $57.7M | 0.10% | −179,325−6.9% | Reduced |
| AXA S.A. | 2,285,273 | $56.3M | 0.20% | −1,131,883−33.1% | Reduced |
| Captrust Financial Advisors | 2,209,119 | $54.5M | 0.21% | −28,056−1.3% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 2,183,445 | $54.1M | 1.94% | +1,423,945+187.5% | Added |
| Great West Life Assurance Co | 2,142,192 | $53.1M | 0.13% | −475,914−18.2% | Reduced |
| Northern Trust Corp | 1,907,178 | $47.0M | 0.01% | −958−0.1% | Reduced |
| Bank of Montreal | 1,773,874 | $45.9M | 0.03% | −263,707−12.9% | Reduced |
| Invesco Ltd. | 1,835,099 | $45.2M | 0.01% | +140,677+8.3% | Added |
| Border to Coast Pensions Partnership Ltd | 1,817,211 | $44.9M | 1.19% | +54,329+3.1% | Added |
| Thornburg Investment Management Inc | 1,603,041 | $39.8M | 0.65% | −1,228,000−43.4% | Reduced |
| Public Sector Pension Investment Board | 1,582,073 | $39.2M | 0.29% | +8,910+0.6% | Added |
| Black Diamond Capital Management, L.L.C. | 1,538,789 | $37.9M | 27.29% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,479,592 | $36.7M | 0.02% | +57,824+4.1% | Added |
| Todd Asset Management LLC | 1,372,757 | $33.8M | 0.81% | −156,198−10.2% | Reduced |
| Brandes Investment Partners, LP | 1,292,739 | $31.9M | 0.62% | −252,600−16.3% | Reduced |
| PointState Capital LP | 1,221,061 | $30.1M | 1.03% | +847,486+226.9% | Added |
| Susquehanna International Securities, Ltd. | 1,166,552 | $28.8M | 24.35% | +1,138,778+4,100.2% | Added |
| Levin Capital Strategies, L.P. | 1,077,245 | $26.6M | 3.31% | −26,072−2.4% | Reduced |
| State of Tennessee, Treasury Department | 1,064,986 | $26.4M | 0.11% | −360,420−25.3% | Reduced |
| State of Wisconsin Investment Board | 1,062,208 | $26.3M | 0.08% | +66,441+6.7% | Added |
| Quinn Opportunity Partners LLC | 1,015,744 | $25.0M | 3.31% | −134,500−11.7% | Reduced |
| Raymond James & Associates | 963,707 | $23.8M | 0.02% | +41,051+4.4% | Added |
| Kite Lake Capital Management (UK) LLP | 952,883 | $23.6M | 2.54% | +352,883+58.8% | Added |
| Banque Pictet & Cie SA | 907,893 | $22.5M | 0.27% | −905,403−49.9% | Reduced |
| Jupiter Asset Management Ltd | 900,964 | $22.3M | 0.25% | −37,258−4.0% | Reduced |
| Zurich Insurance Group Ltd | 900,606 | $22.3M | 0.24% | +312,346+53.1% | Added |
| Wells Fargo & Company | 855,858 | $21.1M | 0.01% | −35,001−3.9% | Reduced |
| American Century Companies Inc | 854,142 | $21.1M | 0.02% | +93,081+12.2% | Added |
| Senator Investment Group LP | 850,000 | $21.0M | 1.18% | −10,000−1.2% | Reduced |
| Renaissance Technologies LLC | 837,991 | $20.7M | 0.04% | −155,421−15.6% | Reduced |
| Envestnet Asset Management Inc | 801,785 | $19.8M | 0.01% | −299,767−27.2% | Reduced |
| Columbus Hill Capital Management, L.P. | 757,000 | $18.8M | 7.37% | 00.0% | Unchanged |
| Verde Servicos Internacionais S.A. | 806,000 | $18.3M | 7.12% | 00.0% | Unchanged |
| Janney Capital Management LLC | 726,018 | $17.9M | 1.38% | −4,405−0.6% | Reduced |
| TD Asset Management Inc | 717,853 | $17.8M | 0.02% | +2,127+0.3% | Added |
| Alyeska Investment Group, L.P. | 722,048 | $17.8M | 0.12% | +722,048 | New |
| Pictet North America Advisors SA | 711,945 | $17.7M | 2.51% | −21,036−2.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 700,250 | $17.3M | 0.17% | −87,000−11.1% | Reduced |
| Alliancebernstein L.P. | 698,207 | $17.2M | 0.01% | +54,093+8.4% | Added |
| Locust Wood Capital Advisers, LLC | 683,929 | $16.9M | 0.80% | +683,929 | New |
| Mutual of America Capital Management LLC | 665,306 | $16.4M | 0.20% | 00.0% | Unchanged |
| Mangrove Partners | 659,546 | $16.3M | 1.67% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 648,708 | $16.1M | 0.33% | −47,028−6.8% | Reduced |
| Channing Global Advisors, LLC | 535,334 | $13.3M | 12.94% | +20,060+3.9% | Added |
| Susquehanna Fundamental Investments, LLC | 527,809 | $13.0M | 0.85% | −310,723−37.1% | Reduced |
| Voya Investment Management LLC | 509,819 | $12.6M | 0.01% | +30,654+6.4% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 508,970 | $12.5M | 3.64% | +508,970 | New |
| Optiver Holding B.V. | 508,965 | $12.5M | 0.36% | −878,874−63.3% | Reduced |
| USS Investment Management Ltd | 498,772 | $12.4M | 0.14% | −55,088−9.9% | Reduced |
| Baader Bank INC | 525,000 | $11.9M | 1.08% | +525,000 | New |
| Baker Avenue Asset Management, LP | 477,945 | $11.8M | 0.59% | +5,105+1.1% | Added |
| Franklin Resources Inc | 474,405 | $11.7M | 0.01% | −110,249−18.9% | Reduced |
| Henry James International Management, Inc. | 453,191 | $11.2M | 4.84% | −2,845−0.6% | Reduced |
| Azora Capital LP | 443,374 | $11.0M | 1.21% | +266,633+150.9% | Added |
| O'Shaughnessy Asset Management, LLC | 437,253 | $10.8M | 0.16% | +70,568+19.2% | Added |
| HSBC Holdings PLC | 422,538 | $10.5M | 0.01% | −246,703−36.9% | Reduced |