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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 4,909 | $121.0K | 0.01% | −1,532−23.8% | Reduced |
| Chesapeake Asset Management LLC | 4,950 | $122.0K | 0.12% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,199 | $128.0K | 0.00% | +5,199 | New |
| Glen Eagle Advisors, LLC | 5,879 | $144.9K | 0.03% | −1,833−23.8% | Reduced |
| CWM, LLC | 6,040 | $149.0K | 0.00% | −14−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 7,577 | $153.0K | 0.00% | +3,748+97.9% | Added |
| EverSource Wealth Advisors, LLC | 7,945 | $195.8K | 0.02% | +557+7.5% | Added |
| Balentine LLC | 8,141 | $200.7K | 0.01% | +8,141 | New |
| Continental Advisors LLC | 8,163 | $201.2K | 0.18% | −13,122−61.6% | Reduced |
| Jump Financial, LLC | 8,242 | $203.2K | 0.01% | +8,242 | New |
| Savant Capital, LLC | 8,332 | $205.4K | 0.00% | +8,332 | New |
| Cyndeo Wealth Partners, LLC | 8,390 | $206.8K | 0.02% | +8,390 | New |
| Cozad Asset Management Inc | 8,718 | $214.9K | 0.03% | +8,718 | New |
| Five Oceans Advisors | 8,771 | $216.2K | 0.14% | +8,771 | New |
| Engineers Gate Manager LP | 8,786 | $216.6K | 0.01% | +8,786 | New |
| Aprio Wealth Management, LLC | 8,874 | $218.7K | 0.06% | +8,874 | New |
| Tower Research Capital LLC (TRC) | 8,877 | $218.8K | 0.01% | +6,480+270.3% | Added |
| RMR Wealth Builders | 8,898 | $219.3K | 0.04% | +8,898 | New |
| We Are One Seven, LLC | 8,943 | $220.4K | 0.02% | +8,943 | New |
| Keel Point, LLC | 8,944 | $220.5K | 0.03% | +8,944 | New |
| Pitcairn Co | 9,056 | $223.2K | 0.02% | +9,056 | New |
| Commerce Bank | 9,111 | $224.6K | 0.00% | +9,111 | New |
| Beacon Pointe Advisors, LLC | 9,376 | $231.1K | 0.00% | +9,376 | New |
| CAPROCK Group, Inc. | 9,435 | $232.6K | 0.02% | +9,435 | New |
| Jaffetilchin Investment Partners, LLC | 9,653 | $238.0K | 0.03% | +9,653 | New |
| Blair William & Co | 9,682 | $238.7K | 0.00% | +9,682 | New |
| Optas, LLC | 9,754 | $240.4K | 0.08% | +9,754 | New |
| Ieq Capital, LLC | 9,763 | $240.7K | 0.00% | −2,554−20.7% | Reduced |
| Claro Advisors LLC | 9,768 | $240.8K | 0.06% | +9,768 | New |
| Comerica Securities,inc. | 9,847 | $242.7K | 0.02% | −1,090−10.0% | Reduced |
| International Assets Investment Management, LLC | 9,992 | $243.2K | 0.03% | +9,992 | New |
| Drive Wealth Management, LLC | 9,873 | $243.4K | 0.09% | +9,873 | New |
| Snowden Capital Advisors LLC | 9,875 | $243.4K | 0.01% | −4,725−32.4% | Reduced |
| Covenant Partners, LLC | 9,908 | $244.2K | 0.09% | 00.0% | Unchanged |
| Diligent Investors, LLC | 10,048 | $247.7K | 0.08% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 10,148 | $250.1K | 0.02% | +10,148 | New |
| Werba Rubin Papier Wealth Management | 10,230 | $252.2K | 0.09% | +10,230 | New |
| CSS LLC | 10,249 | $252.6K | 0.02% | −13,596−57.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 10,267 | $253.1K | 0.08% | +10,267 | New |
| Sawtooth Solutions, LLC | 10,322 | $254.4K | 0.01% | −3,146−23.4% | Reduced |
| Bleakley Financial Group, LLC | 10,322 | $254.4K | 0.01% | −3,146−23.4% | Reduced |
| Old National Bancorp | 10,350 | $255.1K | 0.01% | −479−4.4% | Reduced |
| Parallel Advisors, LLC | 10,620 | $261.8K | 0.01% | +1,400+15.2% | Added |
| Cullen/Frost Bankers, Inc. | 10,634 | $262.1K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 10,684 | $263.4K | 0.06% | +10,684 | New |
| JGP Global Gestao de Recursos Ltda. | 10,723 | $264.3K | 0.17% | +10,723 | New |
| Atomi Financial Group, Inc. | 10,749 | $265.0K | 0.09% | +10,749 | New |
| Select Asset Management & Trust | 10,750 | $265.0K | 0.15% | 00.0% | Unchanged |
| Stephens Inc | 11,099 | $273.6K | 0.01% | +906+8.9% | Added |
| Investors Research Corp | 11,118 | $274.1K | 0.07% | −35,065−75.9% | Reduced |
| Stonegate Investment Group, LLC | 11,216 | $276.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 11,234 | $276.9K | 0.07% | +11,234 | New |
| Synovus Financial Corp | 11,307 | $278.7K | 0.00% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 11,338 | $279.5K | 0.10% | +11,338 | New |
| Lindbrook Capital, LLC | 11,637 | $286.9K | 0.03% | +1,342+13.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,699 | $288.4K | 0.05% | +11,699 | New |
| Shilanski & Associates, Inc. | 11,751 | $289.7K | 0.12% | −134−1.1% | Reduced |
| Wrapmanager Inc | 11,812 | $291.2K | 0.09% | −251−2.1% | Reduced |
| L & S Advisors Inc | – | $295.6K | 0.04% | – | – |
| 180 Wealth Advisors, LLC | 12,180 | $300.2K | 0.07% | +1,316+12.1% | Added |
| Great Lakes Advisors, LLC | 12,190 | $300.5K | 0.00% | +12,190 | New |
| Ascent Group, LLC | 12,261 | $300.5K | 0.03% | +1,276+11.6% | Added |
| Qsemble Capital Management, LP | 12,200 | $300.7K | 0.06% | +12,200 | New |
| Compton Wealth Advisory Group, LLC | 12,591 | $310.4K | 0.11% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,852 | $316.8K | 0.00% | +833+6.9% | Added |
| swisspartners Advisors Ltd | 14,000 | $317.7K | 0.28% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 13,200 | $323.3K | 0.16% | −10,000−43.1% | Reduced |
| Pinnacle Associates Ltd | 13,123 | $323.5K | 0.01% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 13,135 | $323.8K | 0.36% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 13,609 | $335.5K | 0.20% | −18,223−57.2% | Reduced |
| AE Wealth Management LLC | 13,886 | $342.3K | 0.00% | +153+1.1% | Added |
| HRT Financial LP | 14,194 | $349.0K | 0.00% | −8,708−38.0% | Reduced |
| Davenport & Co LLC | 14,175 | $349.4K | 0.00% | +14,175 | New |
| Fiera Capital Corp | 14,248 | $351.2K | 0.00% | +14,248 | New |
| Colony Group LLC | 14,520 | $358.0K | 0.01% | −2,015−12.2% | Reduced |
| Klingenstein Fields & Co LP | 14,930 | $368.0K | 0.02% | +14,930 | New |
| American Trust Investment Advisors, LLC | 15,015 | $370.1K | 0.20% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 15,063 | $371.3K | 0.00% | +75+0.5% | Added |
| NBC Securities, Inc. | 15,233 | $375.0K | 0.04% | +15,233 | New |
| PDS Planning, Inc | 15,415 | $380.0K | 0.05% | +264+1.7% | Added |
| Winning Points Advisors, LLC | 15,534 | $383.7K | 0.68% | −2,287−12.8% | Reduced |
| Clearstead Advisors, LLC | 15,672 | $386.3K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 15,748 | $388.2K | 0.24% | −2,892−15.5% | Reduced |
| Financial Counselors Inc | 15,766 | $388.6K | 0.01% | −93−0.6% | Reduced |
| Ethic Inc. | 15,989 | $394.1K | 0.01% | −979−5.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 16,220 | $399.8K | 0.12% | −6,493−28.6% | Reduced |
| Glenmede Trust Co NA | 16,324 | $402.4K | 0.00% | −1,160−6.6% | Reduced |
| Studio Investment Management LLC | 16,447 | $405.4K | 0.11% | −3,829−18.9% | Reduced |
| Waycross Partners, LLC | 16,500 | $406.7K | 0.09% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 16,686 | $411.3K | 0.12% | +228+1.4% | Added |
| Valeo Financial Advisors, LLC | 16,872 | $415.9K | 0.02% | +328+2.0% | Added |
| Wolverine Trading, LLC | 18,350 | $452.3K | 0.00% | +6,367+53.1% | Added |
| Checchi Capital Advisers, LLC | 18,434 | $454.4K | 0.04% | +1,567+9.3% | Added |
| Eqis Capital Management, Inc. | 19,071 | $470.1K | 0.06% | −6,261−24.7% | Reduced |
| Prudential Financial Inc | 19,293 | $475.6K | 0.00% | +3,502+22.2% | Added |
| First National Bank of Hutchinson | 19,395 | $478.1K | 0.36% | +219+1.1% | Added |
| Susquehanna International Group, LLP | 19,587 | $482.8K | 0.00% | −409,790−95.4% | Reduced |
| Cetera Investment Advisers | 19,863 | $489.6K | 0.00% | −2,731−12.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,017 | $493.0K | 0.00% | −908−4.3% | Reduced |
| Gradient Investments LLC | 20,108 | $495.7K | 0.01% | +338+1.7% | Added |