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 |
|---|---|---|---|---|---|
| CTF Capital Management, LP | 0 | $0 | 0.00% | −53,516−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −38,353−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −31,668−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −30,767−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −27,027−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −26,180−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −23,100−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,517−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −19,025−100.0% | Sold out |
| Amia Capital LLP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −16,769−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −13,429−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −13,290−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −12,439−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −12,222−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −12,182−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −11,471−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,397−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,684−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Aj Wealth Strategies, LLC | – | – | – | – | Not filed |