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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 648,708 | $16.1M | 0.33% | −47,028−6.8% | Reduced |
| Mangrove Partners | 659,546 | $16.3M | 1.67% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 665,306 | $16.4M | 0.20% | 00.0% | Unchanged |
| Locust Wood Capital Advisers, LLC | 683,929 | $16.9M | 0.80% | +683,929 | New |
| Alliancebernstein L.P. | 698,207 | $17.2M | 0.01% | +54,093+8.4% | Added |
| Teachers Retirement System of the State of Kentucky | 700,250 | $17.3M | 0.17% | −87,000−11.1% | Reduced |
| Pictet North America Advisors SA | 711,945 | $17.7M | 2.51% | −21,036−2.9% | Reduced |
| Alyeska Investment Group, L.P. | 722,048 | $17.8M | 0.12% | +722,048 | New |
| TD Asset Management Inc | 717,853 | $17.8M | 0.02% | +2,127+0.3% | Added |
| Janney Capital Management LLC | 726,018 | $17.9M | 1.38% | −4,405−0.6% | Reduced |
| Verde Servicos Internacionais S.A. | 806,000 | $18.3M | 7.12% | 00.0% | Unchanged |
| Columbus Hill Capital Management, L.P. | 757,000 | $18.8M | 7.37% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 801,785 | $19.8M | 0.01% | −299,767−27.2% | Reduced |
| Renaissance Technologies LLC | 837,991 | $20.7M | 0.04% | −155,421−15.6% | Reduced |
| Senator Investment Group LP | 850,000 | $21.0M | 1.18% | −10,000−1.2% | Reduced |
| American Century Companies Inc | 854,142 | $21.1M | 0.02% | +93,081+12.2% | Added |
| Wells Fargo & Company | 855,858 | $21.1M | 0.01% | −35,001−3.9% | Reduced |
| Zurich Insurance Group Ltd | 900,606 | $22.3M | 0.24% | +312,346+53.1% | Added |
| Jupiter Asset Management Ltd | 900,964 | $22.3M | 0.25% | −37,258−4.0% | Reduced |
| Banque Pictet & Cie SA | 907,893 | $22.5M | 0.27% | −905,403−49.9% | Reduced |
| Kite Lake Capital Management (UK) LLP | 952,883 | $23.6M | 2.54% | +352,883+58.8% | Added |
| Raymond James & Associates | 963,707 | $23.8M | 0.02% | +41,051+4.4% | Added |
| Quinn Opportunity Partners LLC | 1,015,744 | $25.0M | 3.31% | −134,500−11.7% | Reduced |
| State of Wisconsin Investment Board | 1,062,208 | $26.3M | 0.08% | +66,441+6.7% | Added |
| State of Tennessee, Treasury Department | 1,064,986 | $26.4M | 0.11% | −360,420−25.3% | Reduced |
| Levin Capital Strategies, L.P. | 1,077,245 | $26.6M | 3.31% | −26,072−2.4% | Reduced |
| Susquehanna International Securities, Ltd. | 1,166,552 | $28.8M | 24.35% | +1,138,778+4,100.2% | Added |
| PointState Capital LP | 1,221,061 | $30.1M | 1.03% | +847,486+226.9% | Added |
| Brandes Investment Partners, LP | 1,292,739 | $31.9M | 0.62% | −252,600−16.3% | Reduced |
| Todd Asset Management LLC | 1,372,757 | $33.8M | 0.81% | −156,198−10.2% | Reduced |
| Manufacturers Life Insurance Company, The | 1,479,592 | $36.7M | 0.02% | +57,824+4.1% | Added |
| Black Diamond Capital Management, L.L.C. | 1,538,789 | $37.9M | 27.29% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 1,582,073 | $39.2M | 0.29% | +8,910+0.6% | Added |
| Thornburg Investment Management Inc | 1,603,041 | $39.8M | 0.65% | −1,228,000−43.4% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,817,211 | $44.9M | 1.19% | +54,329+3.1% | Added |
| Invesco Ltd. | 1,835,099 | $45.2M | 0.01% | +140,677+8.3% | Added |
| Bank of Montreal | 1,773,874 | $45.9M | 0.03% | −263,707−12.9% | Reduced |
| Northern Trust Corp | 1,907,178 | $47.0M | 0.01% | −958−0.1% | Reduced |
| Great West Life Assurance Co | 2,142,192 | $53.1M | 0.13% | −475,914−18.2% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 2,183,445 | $54.1M | 1.94% | +1,423,945+187.5% | Added |
| Captrust Financial Advisors | 2,209,119 | $54.5M | 0.21% | −28,056−1.3% | Reduced |
| AXA S.A. | 2,285,273 | $56.3M | 0.20% | −1,131,883−33.1% | Reduced |
| Mackenzie Financial Corp | 2,417,631 | $57.7M | 0.10% | −179,325−6.9% | Reduced |
| Compagnie Lombard Odier SCmA | 2,334,049 | $57.9M | 1.34% | +260,593+12.6% | Added |
| Patient Capital Management, LLC | 2,482,612 | $61.2M | 3.59% | −5,653−0.2% | Reduced |
| Janus Henderson Group PLC | 2,650,925 | $65.7M | 0.04% | +38,729+1.5% | Added |
| Ameriprise Financial Inc | 2,714,891 | $67.5M | 0.02% | +169,365+6.7% | Added |
| Canada Pension Plan Investment Board | 3,188,920 | $79.1M | 0.12% | +1,185,408+59.2% | Added |
| BlackRock Inc. | 3,693,559 | $91.0M | 0.00% | −135,490−3.5% | Reduced |
| Korea Investment CORP | 3,727,655 | $92.5M | 0.27% | −187,427−4.8% | Reduced |
| Natixis Advisors, L.P. | 4,087,987 | $100.8M | 0.31% | +265,660+7.0% | Added |
| Aviva PLC | 4,439,811 | $110.2M | 0.46% | +446,492+11.2% | Added |
| Acadian Asset Management LLC | 4,484,300 | $111.2M | 0.47% | +3,787,579+543.6% | Added |
| DekaBank Deutsche Girozentrale | 4,959,854 | $123.9M | 0.29% | −208,218−4.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,991,557 | $148.3M | 0.18% | +5,991,557 | New |
| Banque Cantonale Vaudoise | 6,029,935 | $149.6M | 7.47% | −112,934−1.8% | Reduced |
| Pzena Investment Management LLC | 6,117,608 | $150.8M | 0.65% | −23,346−0.4% | Reduced |
| Allianz Asset Management GmbH | 6,196,181 | $153.7M | 0.31% | −407,583−6.2% | Reduced |
| ARGA Investment Management, LP | 6,206,124 | $153.8M | 6.26% | +1,775,715+40.1% | Added |
| M&G Investment Management Ltd | 6,383,131 | $160.4M | 1.17% | +250,947+4.1% | Added |
| Citigroup Inc | 6,556,764 | $162.6M | 0.23% | −2,407,508−26.9% | Reduced |
| FIL Ltd | 6,756,953 | $167.5M | 0.20% | +2,532,066+59.9% | Added |
| Russell Investments Group, Ltd. | 6,767,039 | $167.8M | 0.33% | −1,131,586−14.3% | Reduced |
| Royal London Asset Management Ltd | 6,847,829 | $168.8M | 0.55% | +1,140,312+20.0% | Added |
| Bank of New York Mellon Corp | 7,021,393 | $173.1M | 0.04% | +103,803+1.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,236,417 | $179.5M | 0.15% | −169,419−2.3% | Reduced |
| Royal Bank of Canada | 7,445,877 | $183.5M | 0.05% | −107,793−1.4% | Reduced |
| Causeway Capital Management LLC | 8,998,675 | $223.1M | 5.89% | +95,547+1.1% | Added |
| Morgan Stanley | 11,168,903 | $275.3M | 0.03% | +389,244+3.6% | Added |
| Vontobel Holding Ltd. | 11,207,350 | $277.8M | 2.57% | −443,503−3.8% | Reduced |
| Wellington Management Group LLP | 11,465,734 | $284.4M | 0.06% | −6,634,322−36.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,693,837 | $314.9M | 0.47% | −434,455−3.3% | Reduced |
| Deutsche Bank AG | 16,857,632 | $415.5M | 0.27% | −5,259,263−23.8% | Reduced |
| JPMorgan Chase & Co | 22,334,164 | $550.5M | 0.06% | +2,052,954+10.1% | Added |
| Bank of America Corp | 23,066,260 | $568.6M | 0.07% | +6,000,511+35.2% | Added |
| Amundi | 25,136,742 | $611.1M | 0.30% | +7,927,725+46.1% | Added |
| Pictet Asset Management Holding SA | 28,508,436 | $707.1M | 0.87% | +28,508,436 | New |
| Capital World Investors | 33,536,723 | $829.0M | 0.16% | +15,479,916+85.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,108,704 | $1.04B | 4.61% | −388,766−0.9% | Reduced |
| Goldman Sachs Group Inc | 48,563,544 | $1.20B | 0.30% | +11,601,610+31.4% | Added |
| FMR LLC | 51,432,723 | $1.27B | 0.11% | +14,104,407+37.8% | Added |
| Credit Suisse AG | 89,495,404 | $2.21B | 2.32% | −13,372,243−13.0% | Reduced |
| Vanguard Group Inc | 106,733,222 | $2.63B | 0.06% | −4,345,936−3.9% | Reduced |
| Massachusetts Financial Services Co | 108,876,276 | $2.68B | 0.94% | −3,545,889−3.2% | Reduced |
| UBS Group AG | 112,825,896 | $2.78B | 1.27% | −1,001,943−0.9% | Reduced |
| Dodge & Cox | 136,903,417 | $3.38B | 2.28% | −18,435,275−11.9% | Reduced |
| Norges Bank | 177,392,210 | $4.40B | 0.89% | +8,316,725+4.9% | Added |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −2,814,800−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −854,338−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −664,419−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −515,000−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −253,875−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −163,177−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −150,013−100.0% | Sold out |
| Scoggin Management LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −69,264−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −64,000−100.0% | Sold out |
| Western Standard LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |