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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 16,324 | $402.4K | 0.00% | −1,160−6.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 16,220 | $399.8K | 0.12% | −6,493−28.6% | Reduced |
| Ethic Inc. | 15,989 | $394.1K | 0.01% | −979−5.8% | Reduced |
| Financial Counselors Inc | 15,766 | $388.6K | 0.01% | −93−0.6% | Reduced |
| Gallacher Capital Management LLC | 15,748 | $388.2K | 0.24% | −2,892−15.5% | Reduced |
| Clearstead Advisors, LLC | 15,672 | $386.3K | 0.02% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 15,534 | $383.7K | 0.68% | −2,287−12.8% | Reduced |
| PDS Planning, Inc | 15,415 | $380.0K | 0.05% | +264+1.7% | Added |
| NBC Securities, Inc. | 15,233 | $375.0K | 0.04% | +15,233 | New |
| Fisher Asset Management, LLC | 15,063 | $371.3K | 0.00% | +75+0.5% | Added |
| American Trust Investment Advisors, LLC | 15,015 | $370.1K | 0.20% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 14,930 | $368.0K | 0.02% | +14,930 | New |
| Colony Group LLC | 14,520 | $358.0K | 0.01% | −2,015−12.2% | Reduced |
| Fiera Capital Corp | 14,248 | $351.2K | 0.00% | +14,248 | New |
| Davenport & Co LLC | 14,175 | $349.4K | 0.00% | +14,175 | New |
| HRT Financial LP | 14,194 | $349.0K | 0.00% | −8,708−38.0% | Reduced |
| AE Wealth Management LLC | 13,886 | $342.3K | 0.00% | +153+1.1% | Added |
| Blueshift Asset Management, LLC | 13,609 | $335.5K | 0.20% | −18,223−57.2% | Reduced |
| Seed Wealth Management, Inc. | 13,135 | $323.8K | 0.36% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 13,123 | $323.5K | 0.01% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 13,200 | $323.3K | 0.16% | −10,000−43.1% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $317.7K | 0.28% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,852 | $316.8K | 0.00% | +833+6.9% | Added |
| Compton Wealth Advisory Group, LLC | 12,591 | $310.4K | 0.11% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 12,200 | $300.7K | 0.06% | +12,200 | New |
| Ascent Group, LLC | 12,261 | $300.5K | 0.03% | +1,276+11.6% | Added |
| Great Lakes Advisors, LLC | 12,190 | $300.5K | 0.00% | +12,190 | New |
| 180 Wealth Advisors, LLC | 12,180 | $300.2K | 0.07% | +1,316+12.1% | Added |
| L & S Advisors Inc | – | $295.6K | 0.04% | – | – |
| Wrapmanager Inc | 11,812 | $291.2K | 0.09% | −251−2.1% | Reduced |
| Shilanski & Associates, Inc. | 11,751 | $289.7K | 0.12% | −134−1.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11,699 | $288.4K | 0.05% | +11,699 | New |
| Lindbrook Capital, LLC | 11,637 | $286.9K | 0.03% | +1,342+13.0% | Added |
| Capricorn Fund Managers Ltd | 11,338 | $279.5K | 0.10% | +11,338 | New |
| Synovus Financial Corp | 11,307 | $278.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 11,234 | $276.9K | 0.07% | +11,234 | New |
| Stonegate Investment Group, LLC | 11,216 | $276.5K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 11,118 | $274.1K | 0.07% | −35,065−75.9% | Reduced |
| Stephens Inc | 11,099 | $273.6K | 0.01% | +906+8.9% | Added |
| Select Asset Management & Trust | 10,750 | $265.0K | 0.15% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 10,749 | $265.0K | 0.09% | +10,749 | New |
| JGP Global Gestao de Recursos Ltda. | 10,723 | $264.3K | 0.17% | +10,723 | New |
| D'Orazio & Associates, Inc. | 10,684 | $263.4K | 0.06% | +10,684 | New |
| Cullen/Frost Bankers, Inc. | 10,634 | $262.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10,620 | $261.8K | 0.01% | +1,400+15.2% | Added |
| Old National Bancorp | 10,350 | $255.1K | 0.01% | −479−4.4% | Reduced |
| 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 |
| Redhawk Wealth Advisors, Inc. | 10,267 | $253.1K | 0.08% | +10,267 | New |
| CSS LLC | 10,249 | $252.6K | 0.02% | −13,596−57.0% | Reduced |
| Werba Rubin Papier Wealth Management | 10,230 | $252.2K | 0.09% | +10,230 | New |
| Calamos Wealth Management LLC | 10,148 | $250.1K | 0.02% | +10,148 | New |
| Diligent Investors, LLC | 10,048 | $247.7K | 0.08% | 00.0% | Unchanged |
| Covenant Partners, LLC | 9,908 | $244.2K | 0.09% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 9,875 | $243.4K | 0.01% | −4,725−32.4% | Reduced |
| Drive Wealth Management, LLC | 9,873 | $243.4K | 0.09% | +9,873 | New |
| International Assets Investment Management, LLC | 9,992 | $243.2K | 0.03% | +9,992 | New |
| Comerica Securities,inc. | 9,847 | $242.7K | 0.02% | −1,090−10.0% | Reduced |
| Claro Advisors LLC | 9,768 | $240.8K | 0.06% | +9,768 | New |
| Ieq Capital, LLC | 9,763 | $240.7K | 0.00% | −2,554−20.7% | Reduced |
| Optas, LLC | 9,754 | $240.4K | 0.08% | +9,754 | New |
| Blair William & Co | 9,682 | $238.7K | 0.00% | +9,682 | New |
| Jaffetilchin Investment Partners, LLC | 9,653 | $238.0K | 0.03% | +9,653 | New |
| CAPROCK Group, Inc. | 9,435 | $232.6K | 0.02% | +9,435 | New |
| Beacon Pointe Advisors, LLC | 9,376 | $231.1K | 0.00% | +9,376 | New |
| Commerce Bank | 9,111 | $224.6K | 0.00% | +9,111 | New |
| Pitcairn Co | 9,056 | $223.2K | 0.02% | +9,056 | New |
| Keel Point, LLC | 8,944 | $220.5K | 0.03% | +8,944 | New |
| We Are One Seven, LLC | 8,943 | $220.4K | 0.02% | +8,943 | New |
| RMR Wealth Builders | 8,898 | $219.3K | 0.04% | +8,898 | New |
| Tower Research Capital LLC (TRC) | 8,877 | $218.8K | 0.01% | +6,480+270.3% | Added |
| Aprio Wealth Management, LLC | 8,874 | $218.7K | 0.06% | +8,874 | New |
| Engineers Gate Manager LP | 8,786 | $216.6K | 0.01% | +8,786 | New |
| Five Oceans Advisors | 8,771 | $216.2K | 0.14% | +8,771 | New |
| Cozad Asset Management Inc | 8,718 | $214.9K | 0.03% | +8,718 | New |
| Cyndeo Wealth Partners, LLC | 8,390 | $206.8K | 0.02% | +8,390 | New |
| Savant Capital, LLC | 8,332 | $205.4K | 0.00% | +8,332 | New |
| Jump Financial, LLC | 8,242 | $203.2K | 0.01% | +8,242 | New |
| Continental Advisors LLC | 8,163 | $201.2K | 0.18% | −13,122−61.6% | Reduced |
| Balentine LLC | 8,141 | $200.7K | 0.01% | +8,141 | New |
| EverSource Wealth Advisors, LLC | 7,945 | $195.8K | 0.02% | +557+7.5% | Added |
| Ronald Blue Trust, Inc. | 7,577 | $153.0K | 0.00% | +3,748+97.9% | Added |
| CWM, LLC | 6,040 | $149.0K | 0.00% | −14−0.2% | Reduced |
| Glen Eagle Advisors, LLC | 5,879 | $144.9K | 0.03% | −1,833−23.8% | Reduced |
| SG Americas Securities, LLC | 5,199 | $128.0K | 0.00% | +5,199 | New |
| Chesapeake Asset Management LLC | 4,950 | $122.0K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,909 | $121.0K | 0.01% | −1,532−23.8% | Reduced |
| Bessemer Group Inc | 4,534 | $111.0K | 0.00% | +1,998+78.8% | Added |
| Cacti Asset Management LLC | 4,225 | $104.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 4,153 | $102.4K | 0.00% | +2,786+203.8% | Added |
| Financial Perspectives, Inc | 4,094 | $100.9K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 4,000 | $98.6K | 0.00% | +3,000+300.0% | Added |
| State of Wyoming | 3,343 | $82.4K | 0.02% | +3,343 | New |
| Cutler Group LP | 3,287 | $81.0K | 0.01% | −5,160−61.1% | Reduced |
| TD Waterhouse Canada Inc. | 2,770 | $79.3K | 0.00% | +1,390+100.7% | Added |
| Huntington National Bank | 3,151 | $77.7K | 0.00% | −234−6.9% | Reduced |
| Emfo, LLC | 3,002 | $74.0K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 2,964 | $73.1K | 0.01% | −1,113−27.3% | Reduced |
| Umb Bank N A | 2,848 | $70.2K | 0.00% | +589+26.1% | Added |
| Massmutual Trust Co FSB | 2,720 | $67.0K | 0.00% | +240+9.7% | Added |