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, Q1 2024
Institutional positions in UBS Group AG as of Mar 31, 2024. 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
- 537
- +12 vs. Q4 2023
- Shares held
- 1.38B
- +51.0M (+3.8%) vs. Q4 2023
- Total value
- $42.3B
- +$1.32B (+3.2%) vs. Q4 2023
- New holders
- 61
- 206 more added
- Sold out
- 49
- 188 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 166,027,298 | $5.11B | 0.81% | +4,761,152+3.0% | Added |
| UBS Group AG | 140,729,533 | $4.32B | 1.43% | +5,446,271+4.0% | Added |
| Vanguard Group Inc | 115,529,381 | $3.55B | 0.07% | +1,546,632+1.4% | Added |
| Massachusetts Financial Services Co | 100,560,956 | $3.09B | 0.92% | −1,088,616−1.1% | Reduced |
| Credit Suisse AG | 95,397,206 | $2.93B | 2.85% | +3,738,309+4.1% | Added |
| Dodge & Cox | 75,422,942 | $2.32B | 1.35% | −16,909,009−18.3% | Reduced |
| FMR LLC | 63,355,587 | $1.95B | 0.13% | +2,816,224+4.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,551,715 | $1.50B | 5.24% | +2,602,616+5.7% | Added |
| Cevian Capital II GP LTD | 43,787,401 | $1.35B | 38.78% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 41,856,670 | $1.29B | 0.11% | +24,705,876+144.1% | Added |
| Capital World Investors | 38,207,664 | $1.18B | 0.19% | +1,147,836+3.1% | Added |
| Pictet Asset Management Holding SA | 31,151,185 | $959.4M | 1.04% | +673,543+2.2% | Added |
| Arrowstreet Capital, Limited Partnership | 28,558,110 | $878.0M | 0.81% | +12,627,475+79.3% | Added |
| Deutsche Bank AG | 27,441,823 | $843.0M | 0.39% | +692,801+2.6% | Added |
| Pzena Investment Management LLC | 29,670,539 | $823.1M | 2.83% | −474,574−1.6% | Reduced |
| Goldman Sachs Group Inc | 24,214,610 | $743.9M | 0.16% | −13,469,489−35.7% | Reduced |
| Amundi | 19,370,840 | $544.7M | 0.23% | +1,972,893+11.3% | Added |
| Vontobel Holding Ltd. | 14,737,819 | $453.4M | 3.63% | +4,962,455+50.8% | Added |
| Nuveen Asset Management, LLC | 14,318,983 | $441.0M | 0.13% | +2,227,442+18.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,259,738 | $408.4M | 0.46% | −93,124−0.7% | Reduced |
| Morgan Stanley | 11,511,896 | $353.6M | 0.03% | −700,867−5.7% | Reduced |
| Bank of America Corp | 10,529,350 | $323.5M | 0.03% | −539,665−4.9% | Reduced |
| Citigroup Inc | 10,453,764 | $321.1M | 0.35% | +2,131,939+25.6% | Added |
| Bank of Montreal | 9,833,636 | $308.4M | 0.16% | +6,549,503+199.4% | Added |
| Bank of New York Mellon Corp | 9,487,836 | $291.5M | 0.06% | −521,923−5.2% | Reduced |
| Acadian Asset Management LLC | 8,130,150 | $250.4M | 0.87% | +3,421,396+72.7% | Added |
| Canada Pension Plan Investment Board | 7,786,916 | $239.8M | 0.25% | +1,490,235+23.7% | Added |
| Royal Bank of Canada | 7,650,686 | $235.0M | 0.06% | +71,980+0.9% | Added |
| Royal London Asset Management Ltd | 7,642,996 | $234.8M | 0.59% | +802,817+11.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,199,245 | $221.6M | 0.15% | +14,492+0.2% | Added |
| Banque Cantonale Vaudoise | 7,155,610 | $220.4M | 8.63% | +1,097,599+18.1% | Added |
| Wellington Management Group LLP | 6,905,185 | $212.7M | 0.04% | −1,702,747−19.8% | Reduced |
| Russell Investments Group, Ltd. | 6,469,098 | $199.3M | 0.31% | −64,147−1.0% | Reduced |
| FIL Ltd | 6,260,405 | $192.6M | 0.19% | +1,367,052+27.9% | Added |
| ARGA Investment Management, LP | 6,130,386 | $188.7M | 6.32% | +158,939+2.7% | Added |
| M&G Plc | 5,592,416 | $173.7M | 1.04% | +5,592,416 | New |
| WCM Investment Management, LLC | 5,310,064 | $163.1M | 0.39% | +674,394+14.5% | Added |
| Allianz Asset Management GmbH | 4,686,781 | $144.3M | 0.24% | −1,172,252−20.0% | Reduced |
| Natixis Advisors, L.P. | 4,613,042 | $141.7M | 0.33% | +168,313+3.8% | Added |
| Aviva PLC | 4,423,857 | $136.2M | 0.45% | −3,212−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 4,366,422 | $134.3M | 0.25% | −306,470−6.6% | Reduced |
| Korea Investment CORP | 3,997,005 | $123.1M | 0.31% | +48,780+1.2% | Added |
| AXA S.A. | 3,535,785 | $108.6M | 0.33% | +2,003,977+130.8% | Added |
| Northern Trust Corp | 3,344,795 | $102.8M | 0.02% | −136,432−3.9% | Reduced |
| Janus Henderson Group PLC | 3,247,489 | $100.0M | 0.05% | −158,839−4.7% | Reduced |
| BlackRock Inc. | 3,098,946 | $95.2M | 0.00% | −474,178−13.3% | Reduced |
| LGT Group Foundation | 2,835,384 | $87.1M | 2.06% | +2,506,817+763.0% | Added |
| Ameriprise Financial Inc | 2,644,548 | $81.2M | 0.02% | −72,667−2.7% | Reduced |
| Patient Capital Management, LLC | 2,339,900 | $71.9M | 3.50% | −111,037−4.5% | Reduced |
| Mackenzie Financial Corp | 2,282,193 | $70.2M | 0.10% | −291,203−11.3% | Reduced |
| Captrust Financial Advisors | 2,444,134 | $68.1M | 0.25% | +213,914+9.6% | Added |
| Liontrust Investment Partners LLP | 2,394,745 | $66.4M | 0.93% | +2,394,745 | New |
| Compagnie Lombard Odier SCmA | 2,113,119 | $65.1M | 1.15% | −8,076−0.4% | Reduced |
| Great West Life Assurance Co | 2,019,963 | $62.3M | 0.13% | +60,823+3.1% | Added |
| Susquehanna International Securities, Ltd. | 1,912,678 | $58.8M | 23.46% | +1,023,229+115.0% | Added |
| Brandes Investment Partners, LP | 1,868,877 | $57.4M | 0.74% | −78,098−4.0% | Reduced |
| Envestnet Asset Management Inc | 1,833,327 | $56.3M | 0.02% | −116,475−6.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,817,211 | $55.9M | 1.25% | 00.0% | Unchanged |
| Invesco Ltd. | 1,799,967 | $55.3M | 0.01% | −174,379−8.8% | Reduced |
| Franklin Resources Inc | 1,783,358 | $54.9M | 0.02% | +942,871+112.2% | Added |
| Public Sector Pension Investment Board | 1,750,244 | $53.9M | 0.39% | +133,652+8.3% | Added |
| State of Tennessee, Treasury Department | 1,450,258 | $44.7M | 0.17% | −24,192−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,400,270 | $43.1M | 0.04% | −71,239−4.8% | Reduced |
| Alyeska Investment Group, L.P. | 1,299,449 | $39.9M | 0.25% | +999,449+333.1% | Added |
| TD Asset Management Inc | 1,219,216 | $37.6M | 0.03% | +491,942+67.6% | Added |
| Todd Asset Management LLC | 1,145,100 | $35.2M | 0.72% | −191,857−14.4% | Reduced |
| Renaissance Technologies LLC | 1,101,791 | $33.8M | 0.05% | +601,400+120.2% | Added |
| Zurich Insurance Group Ltd | 1,072,560 | $33.0M | 0.30% | +214,337+25.0% | Added |
| Levin Capital Strategies, L.P. | 1,008,310 | $31.0M | 3.14% | −147,002−12.7% | Reduced |
| Raymond James & Associates | 899,740 | $27.6M | 0.02% | −8,079−0.9% | Reduced |
| American Century Companies Inc | 887,581 | $27.3M | 0.02% | −11,321−1.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 872,061 | $26.8M | 0.10% | −124,710−12.5% | Reduced |
| Wells Fargo & Company | 833,858 | $25.6M | 0.01% | +3,841+0.5% | Added |
| HSBC Holdings PLC | 796,706 | $24.5M | 0.02% | −1,613,340−66.9% | Reduced |
| Alliancebernstein L.P. | 722,242 | $22.2M | 0.01% | −65,077−8.3% | Reduced |
| Azora Capital LP | 687,607 | $21.2M | 1.53% | +18,221+2.7% | Added |
| Banque Pictet & Cie SA | 667,071 | $20.5M | 0.22% | −61,782−8.5% | Reduced |
| Pictet North America Advisors SA | 662,355 | $20.4M | 2.28% | −7,217−1.1% | Reduced |
| Mangrove Partners | 659,546 | $20.3M | 1.75% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 657,160 | $20.2M | 0.22% | 00.0% | Unchanged |
| Millennium Management LLC | 655,357 | $20.1M | 0.02% | +323,137+97.3% | Added |
| Teachers Retirement System of the State of Kentucky | 655,250 | $20.1M | 0.18% | −25,700−3.8% | Reduced |
| Stifel Financial Corp | 595,821 | $18.3M | 0.02% | +3,586+0.6% | Added |
| Edmond de Rothschild Holding S.A. | 558,284 | $17.2M | 0.29% | −42,607−7.1% | Reduced |
| Rockefeller Capital Management L.P. | 553,620 | $17.0M | 0.05% | +95,556+20.9% | Added |
| Voya Investment Management LLC | 536,456 | $16.5M | 0.02% | −719−0.1% | Reduced |
| Channing Global Advisors, LLC | 531,291 | $16.4M | 13.90% | −24,141−4.3% | Reduced |
| Senator Investment Group LP | 512,224 | $15.7M | 0.72% | −337,776−39.7% | Reduced |
| Baker Avenue Asset Management, LP | 512,015 | $15.7M | 0.62% | +19,620+4.0% | Added |
| Janney Capital Management LLC | 507,340 | $15.6M | 1.04% | −196,777−27.9% | Reduced |
| Moran Wealth Management, LLC | 496,382 | $15.2M | 0.49% | +212,223+74.7% | Added |
| O'Shaughnessy Asset Management, LLC | 496,213 | $15.2M | 0.17% | +40,911+9.0% | Added |
| Henry James International Management, Inc. | 497,783 | $15.0M | 4.63% | +46,005+10.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 459,833 | $14.4M | 0.06% | +144,382+45.8% | Added |
| USS Investment Management Ltd | 459,354 | $14.1M | 0.12% | −1,495−0.3% | Reduced |
| Quinn Opportunity Partners LLC | 451,587 | $13.9M | 1.57% | +14,000+3.2% | Added |
| QRG Capital Management, Inc. | 446,907 | $13.7M | 0.17% | +35,935+8.7% | Added |
| Gardner Lewis Asset Management L P | 377,712 | $11.6M | 3.49% | +263,350+230.3% | Added |
| Credit Agricole S A | 407,046 | $11.4M | 0.20% | −869,703−68.1% | Reduced |
| Legal & General Group Plc | 362,649 | $11.2M | 0.00% | −77,201−17.6% | Reduced |