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; 767 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.
Q4 2023 vs. Q3 2023
How the institutions holding UBS Group AG changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 487 | 11 | 530 | +54 |
| Shares | 1.28B | 570.8K | 1.34B | +54.2M (+4.2%) |
| Value | $31.7B | $14.1M | $41.2B | +$9.52B (+30.1%) |
11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (101)
Institutions that held UBS Group AG at the end of Q4 2023 but not at the end of Q3 2023.
Showing the largest 100 of 101 by value.
Sold out (47)
Institutions that held UBS Group AG at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (11)
Institutions that held UBS Group AG at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Odey Asset Management LLP | 212,488 | $5.24M |
| KCS Wealth Advisory | 102,956 | $2.54M |
| Pathstone Family Office, LLC | 94,977 | $2.35M |
| BTC Capital Management, Inc. | 42,871 | $1.06M |
| Advisor Partners II, LLC | 41,995 | $1.04M |
| First Republic Investment Management, Inc. | 30,194 | $744.3K |
| Springhouse Capital Management, LP | 20,500 | $505.3K |
| Colony Group LLC | 14,520 | $358.0K |
| Comerica Securities,inc. | 9,847 | $242.7K |
| Column Capital Advisors, LLC | 282 | $6.95K |
| Steward Financial Group LLC | 214 | $5.00K |