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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 6,296,681 | $195.3M | 0.25% | +3,107,761+97.5% | Added |
| Russell Investments Group, Ltd. | 6,533,245 | $202.6M | 0.36% | −233,794−3.5% | Reduced |
| Royal London Asset Management Ltd | 6,840,179 | $211.4M | 0.60% | −7,650−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,184,753 | $223.5M | 0.17% | −51,664−0.7% | Reduced |
| Royal Bank of Canada | 7,578,706 | $234.2M | 0.06% | +132,829+1.8% | Added |
| Citigroup Inc | 8,321,825 | $258.1M | 0.34% | +1,765,061+26.9% | Added |
| Wellington Management Group LLP | 8,607,932 | $266.9M | 0.05% | −2,857,802−24.9% | Reduced |
| Vontobel Holding Ltd. | 9,775,364 | $303.3M | 2.54% | −1,431,986−12.8% | Reduced |
| Bank of New York Mellon Corp | 10,009,759 | $309.3M | 0.06% | +2,988,366+42.6% | Added |
| Bank of America Corp | 11,069,015 | $342.0M | 0.04% | −11,997,245−52.0% | Reduced |
| Nuveen Asset Management, LLC | 12,091,541 | $374.8M | 0.12% | +11,736,501+3,305.7% | Added |
| Morgan Stanley | 12,212,763 | $377.4M | 0.03% | +1,043,860+9.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,352,862 | $414.2M | 0.55% | +659,025+5.2% | Added |
| Arrowstreet Capital, Limited Partnership | 15,930,635 | $493.6M | 0.52% | +9,939,078+165.9% | Added |
| Amundi | 17,397,947 | $517.1M | 0.23% | −7,738,795−30.8% | Reduced |
| JPMorgan Chase & Co | 17,150,794 | $530.0M | 0.05% | −5,183,370−23.2% | Reduced |
| Pzena Investment Management LLC | 30,145,113 | $786.8M | 2.96% | +24,027,505+392.8% | Added |
| Deutsche Bank AG | 26,749,022 | $826.5M | 0.42% | +9,891,390+58.7% | Added |
| Pictet Asset Management Holding SA | 30,477,642 | $945.1M | 1.04% | +1,969,206+6.9% | Added |
| Capital World Investors | 37,059,828 | $1.15B | 0.20% | +3,523,105+10.5% | Added |
| Goldman Sachs Group Inc | 37,684,099 | $1.16B | 0.26% | −10,879,445−22.4% | Reduced |
| Cevian Capital II GP LTD | 43,787,401 | $1.35B | 33.83% | +43,787,401 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,949,099 | $1.42B | 5.45% | +3,840,395+9.1% | Added |
| FMR LLC | 60,539,363 | $1.88B | 0.14% | +9,106,640+17.7% | Added |
| Credit Suisse AG | 91,658,897 | $2.83B | 2.76% | +2,163,493+2.4% | Added |
| Dodge & Cox | 92,331,951 | $2.86B | 1.82% | −44,571,466−32.6% | Reduced |
| Massachusetts Financial Services Co | 101,649,572 | $3.14B | 1.02% | −7,226,704−6.6% | Reduced |
| Vanguard Group Inc | 113,982,749 | $3.52B | 0.08% | +7,249,527+6.8% | Added |
| UBS Group AG | 135,283,262 | $4.18B | 1.68% | +22,457,366+19.9% | Added |
| Norges Bank | 161,266,146 | $5.00B | 0.87% | −16,126,064−9.1% | Reduced |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −1,062,208−100.0% | Sold out |
| Columbus Hill Capital Management, L.P. | 0 | $0 | 0.00% | −757,000−100.0% | Sold out |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −806,000−100.0% | Sold out |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −683,929−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −527,809−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −508,965−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −362,602−100.0% | Sold out |
| Exor Capital LLP | 0 | $0 | 0.00% | −288,000−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −288,156−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −268,532−100.0% | Sold out |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −123,647−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −104,942−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −72,797−100.0% | Sold out |
| Adams Wealth Management | 0 | $0 | 0.00% | −57,787−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −50,540−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −42,967−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −32,050−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −31,464−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −23,647−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −21,670−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −20,887−100.0% | Sold out |
| Waycross Partners, LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −15,063−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −13,609−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −11,338−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −11,234−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −10,723−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −10,249−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −9,992−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,786−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −8,332−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,242−100.0% | Sold out |
| Continental Advisors LLC | 0 | $0 | 0.00% | −8,163−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,199−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,343−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Performa Ltd (US), LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Odey Asset Management LLP | – | – | – | – | Not filed |
| KCS Wealth Advisory | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Springhouse Capital Management, LP | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| Comerica Securities,inc. | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |