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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 445,261 | $0 | 0.00% | −330,431−42.6% | Reduced |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $22 | 0.00% | −126−99.2% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $123 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 8 | $238 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 9 | $277 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $490 | 0.00% | +15+500.0% | Added |
| Harbor Investment Advisory, LLC | 21 | $645 | 0.00% | +21 | New |
| McClarren Financial Advisors, Inc. | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| AdvisorNet Financial, Inc | 47 | $1.44K | 0.00% | +47 | New |
| Bogart Wealth, LLC | 48 | $1.48K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 57 | $1.75K | 0.00% | +11+23.9% | Added |
| Avion Wealth | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 75 | $2.06K | 0.00% | +75 | New |
| Abound Wealth Management | 71 | $2.18K | 0.00% | −6−7.8% | Reduced |
| Fortitude Family Office, LLC | 74 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 75 | $2.30K | 0.00% | +75 | New |
| First Financial Corp | 97 | $2.98K | 0.00% | +97 | New |
| Park Place Capital Corp | 99 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 100 | $3.05K | 0.00% | −934−90.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 102 | $3.13K | 0.00% | +102 | New |
| Beacon Capital Management, LLC | 111 | $3.41K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 126 | $3.54K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 120 | $3.69K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 120 | $3.69K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 136 | $3.72K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 132 | $4.06K | 0.00% | +131+13,100.0% | Added |
| CVA Family Office, LLC | 138 | $4.24K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 167 | $5.13K | 0.00% | +167 | New |
| Copeland Capital Management, LLC | 171 | $5.25K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 174 | $5.34K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 180 | $5.53K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 182 | $5.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 187 | $5.75K | 0.00% | −1−0.5% | Reduced |
| Sandy Spring Bank | 200 | $6.14K | 0.00% | +200 | New |
| Winch Advisory Services, LLC | 222 | $6.83K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 224 | $6.88K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 230 | $7.07K | 0.00% | +113+96.6% | Added |
| Arlington Trust Co LLC | 235 | $7.22K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 261 | $8.00K | 0.00% | −4,475−94.5% | Reduced |
| Harvest Fund Management Co., Ltd | 252 | $8.00K | 0.00% | −2,567−91.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 274 | $8.42K | 0.00% | −224−45.0% | Reduced |
| WR Wealth Planners, LLC | 297 | $9.12K | 0.00% | +297 | New |
| Annapolis Financial Services, LLC | 309 | $9.49K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 311 | $9.55K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 314 | $9.65K | 0.00% | +314 | New |
| Glass Jacobson Investment Advisors llc | 315 | $9.68K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 394 | $12.1K | 0.00% | +329+506.2% | Added |
| Smartleaf Asset Management LLC | 392 | $12.3K | 0.00% | +392 | New |
| Union Savings Bank | 410 | $12.6K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 414 | $12.7K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 432 | $13.0K | 0.00% | +432 | New |
| Sound Income Strategies, LLC | 434 | $13.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 437 | $13.4K | 0.01% | +437 | Added |
| Baldwin Brothers Inc | 448 | $13.8K | 0.00% | +35+8.5% | Added |
| GW&K Investment Management, LLC | 464 | $14.0K | 0.00% | +93+25.1% | Added |
| Key Financial Inc | 456 | $14.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 475 | $14.6K | 0.02% | +475 | New |
| Frazier Financial Advisors, LLC | 496 | $15.2K | 0.01% | +34+7.4% | Added |
| 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. | 524 | $16.0K | 0.00% | +6+1.2% | Added |
| Cape Investment Advisory, Inc. | 524 | $16.1K | 0.01% | +524 | New |
| Chilton Capital Management LLC | 572 | $17.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 651 | $20.0K | 0.00% | −99−13.2% | Reduced |
| GAMMA Investing LLC | 658 | $20.2K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 676 | $20.8K | 0.00% | +676 | New |
| Rise Advisors, LLC | 710 | $21.8K | 0.01% | +710 | New |
| JFS Wealth Advisors, LLC | 746 | $22.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 691 | $23.2K | 0.00% | −75−9.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 758 | $23.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 871 | $26.8K | 0.00% | +871 | New |
| Anchor Investment Management, LLC | 891 | $27.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 914 | $28.1K | 0.00% | +286+45.5% | Added |
| Community Bank, N.A. | 1,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,000 | $30.7K | 0.01% | +900+900.0% | Added |
| Farther Finance Advisors, LLC | 1,116 | $34.0K | 0.00% | +179+19.1% | Added |
| Continuum Advisory, LLC | 1,191 | $34.5K | 0.01% | +1,191 | New |
| First Horizon Advisors, Inc. | 1,162 | $35.7K | 0.00% | −381−24.7% | Reduced |
| Colonial Trust Advisors | 1,272 | $39.1K | 0.00% | +1,250+5,681.8% | Added |
| Opal Wealth Advisors, LLC | 1,362 | $41.8K | 0.01% | +1,362 | New |
| CKW Financial Group | 1,400 | $43.0K | 0.01% | −1,300−48.1% | Reduced |
| Parkside Financial Bank & Trust | 1,400 | $43.0K | 0.01% | +336+31.6% | Added |
| RFP Financial Group LLC | 1,429 | $43.9K | 0.02% | +526+58.3% | Added |
| Larson Financial Group LLC | 1,519 | $46.7K | 0.00% | +1,493+5,742.3% | Added |
| Zions Bancorporation, N.A. | 1,624 | $49.9K | 0.00% | −23−1.4% | Reduced |
| Mather Group, LLC. | 1,661 | $51.3K | 0.00% | +1,661 | New |
| TD Private Client Wealth LLC | 1,710 | $52.5K | 0.00% | −360−17.4% | Reduced |
| Activest Wealth Management | 1,817 | $56.0K | 0.03% | +1,706+1,536.9% | Added |
| Global Retirement Partners, LLC | 1,927 | $59.2K | 0.00% | −153−7.4% | Reduced |
| Washington Trust Co | 1,952 | $60.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2,000 | $61.4K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 2,000 | $61.5K | 0.00% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 2,001 | $61.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,040 | $62.2K | 0.00% | +2,040 | New |
| Harbour Investments, Inc. | 2,327 | $71.5K | 0.00% | +2,327 | New |
| Proequities, Inc. | 2,570 | $79.0K | 0.01% | −54−2.1% | Reduced |
| Rothschild Investment LLC | 2,570 | $79.0K | 0.01% | +211+8.9% | Added |