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, Q4 2023
Institutional positions in UBS Group AG as of Dec 31, 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
- 530
- +54 vs. Q3 2023
- Shares held
- 1.34B
- +54.2M (+4.2%) vs. Q3 2023
- Total value
- $41.2B
- +$9.52B (+30.1%) vs. Q3 2023
- New holders
- 101
- 181 more added
- Sold out
- 47
- 172 more reduced
11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 775,692 | $0 | 0.00% | +47,886+6.6% | Added |
| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | +1+20.0% | Added |
| GHP Investment Advisors, Inc. | 1 | $16 | 0.00% | −42−97.7% | Reduced |
| Sofos Investments, Inc. | 1 | $16 | 0.00% | +1 | New |
| Main Street Group, LTD | 0 | $17 | 0.00% | 0 | New |
| Cornerstone Planning Group LLC | 3 | $93 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $124 | 0.00% | −40−90.9% | Reduced |
| Wolff Wiese Magana LLC | 4 | $124 | 0.00% | −8−66.7% | Reduced |
| Semmax Financial Advisors Inc. | 8 | $217 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 9 | $279 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 22 | $680 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26 | $803 | 0.00% | +26 | New |
| Financial Synergies Wealth Advisors, Inc. | 46 | $859 | 0.00% | −11−19.3% | Reduced |
| Carolinas Wealth Consulting LLC | 32 | $982 | 0.00% | −11−25.6% | Reduced |
| McClarren Financial Advisors, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 46 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 48 | $1.48K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 50 | $1.54K | 0.00% | +50 | New |
| Avion Wealth | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $2.01K | 0.00% | +17+35.4% | Added |
| Fortitude Family Office, LLC | 74 | $2.29K | 0.00% | +74 | New |
| Abound Wealth Management | 77 | $2.38K | 0.00% | −3−3.8% | Reduced |
| Beacon Capital Management, LLC | 111 | $2.74K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 103 | $3.00K | 0.00% | −158−60.5% | Reduced |
| Park Place Capital Corp | 99 | $3.06K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 100 | $3.09K | 0.00% | +100 | New |
| Bourgeon Capital Management LLC | 101 | $3.12K | 0.00% | +42+71.2% | Added |
| Activest Wealth Management | 111 | $3.43K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 117 | $3.62K | 0.00% | +117 | New |
| Sunbelt Securities, Inc. | 120 | $3.71K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 120 | $3.71K | 0.00% | +1+0.8% | Added |
| Assetmark, Inc | 127 | $3.92K | 0.00% | −11−8.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 126 | $4.00K | 0.00% | +126 | New |
| DecisionPoint Financial, LLC | 136 | $4.20K | 0.00% | +136 | New |
| CVA Family Office, LLC | 138 | $4.26K | 0.00% | +138 | New |
| Copeland Capital Management, LLC | 171 | $5.28K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 174 | $5.38K | 0.00% | +32+22.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 180 | $5.56K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 182 | $5.62K | 0.00% | +182 | New |
| Bell Investment Advisors, Inc | 188 | $5.81K | 0.00% | −25−11.7% | Reduced |
| Winch Advisory Services, LLC | 222 | $6.87K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 224 | $6.92K | 0.00% | −172−43.4% | Reduced |
| Arlington Trust Co LLC | 235 | $7.26K | 0.00% | +235 | New |
| Benjamin F. Edwards & Company, Inc. | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 271 | $8.37K | 0.00% | +271 | New |
| Asset Dedication, LLC | 289 | $9.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $9.55K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 311 | $9.61K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 315 | $9.73K | 0.00% | −123−28.1% | Reduced |
| GW&K Investment Management, LLC | 371 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 400 | $12.4K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 410 | $12.7K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 413 | $12.8K | 0.00% | +413 | New |
| Montag A & Associates Inc | 414 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 434 | $13.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 456 | $14.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 462 | $14.3K | 0.01% | +462 | New |
| Raffa Wealth Management, LLC | 498 | $15.4K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $15.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $15.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 518 | $16.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 572 | $17.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 628 | $19.4K | 0.00% | −193−23.5% | Reduced |
| GAMMA Investing LLC | 658 | $19.7K | 0.01% | +658 | New |
| Householder Group Estate & Retirement Specialist, LLC | 758 | $23.0K | 0.01% | −100−11.7% | Reduced |
| JFS Wealth Advisors, LLC | 746 | $23.1K | 0.00% | +91+13.9% | Added |
| FinTrust Capital Advisors, LLC | 750 | $23.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 766 | $23.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 891 | $27.5K | 0.00% | −309−25.8% | Reduced |
| RFP Financial Group LLC | 903 | $27.9K | 0.01% | +452+100.2% | Added |
| BOK Financial Private Wealth, Inc. | 904 | $27.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 937 | $29.0K | 0.00% | +338+56.4% | Added |
| Community Bank, N.A. | 1,000 | $30.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,034 | $31.9K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,048 | $32.4K | 0.02% | +5+0.5% | Added |
| Parkside Financial Bank & Trust | 1,064 | $32.9K | 0.01% | +218+25.8% | Added |
| Acima Private Wealth, LLC | 1,378 | $42.6K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,543 | $47.7K | 0.00% | +736+91.2% | Added |
| Naples Money Management LLC | 1,646 | $50.9K | 0.05% | +1,646 | New |
| Zions Bancorporation, N.A. | 1,647 | $50.9K | 0.00% | +12+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,669 | $51.6K | 0.00% | −734−30.5% | Reduced |
| Washington Trust Co | 1,952 | $60.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,080 | $61.3K | 0.00% | +402+24.0% | Added |
| First Manhattan Co | 2,000 | $61.8K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 2,000 | $62.1K | 0.00% | +2,000 | New |
| Cacti Asset Management LLC | 2,001 | $62.4K | 0.01% | −2,224−52.6% | Reduced |
| TD Private Client Wealth LLC | 2,070 | $64.0K | 0.00% | −50−2.4% | Reduced |
| Citadel Advisors LLC | 2,236 | $69.1K | 0.00% | −62,452−96.5% | Reduced |
| O'Dell Group, LLC | 2,356 | $72.8K | 0.02% | +2,356 | New |
| Rothschild Investment LLC | 2,359 | $72.9K | 0.01% | +2,359 | New |
| Rosenberg Matthew Hamilton | 2,457 | $75.9K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,614 | $80.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,624 | $81.1K | 0.01% | −340−11.5% | Reduced |
| Umb Bank N A | 2,637 | $81.5K | 0.00% | −211−7.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,638 | $81.9K | 0.04% | +2,638 | New |
| CKW Financial Group | 2,700 | $83.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,691 | $83.2K | 0.00% | −460−14.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,819 | $87.0K | 0.01% | +951+50.9% | Added |
| Emfo, LLC | 3,002 | $92.8K | 0.09% | 00.0% | Unchanged |