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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 2,624 | $80.0K | 0.02% | +167+6.8% | Added |
| Creative Financial Designs Inc | 2,614 | $80.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,638 | $81.2K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 2,744 | $84.3K | 0.00% | +53+2.0% | Added |
| Emfo, LLC | 3,002 | $92.2K | 0.08% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,424 | $105.2K | 0.00% | +264+8.4% | Added |
| Simplex Trading, LLC | 3,480 | $106.0K | 0.00% | −73,575−95.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,003 | $123.0K | 0.00% | +2,334+139.8% | Added |
| Bruce G. Allen Investments, LLC | 4,065 | $124.9K | 0.10% | −110−2.6% | Reduced |
| Hexagon Capital Partners LLC | 4,166 | $128.0K | 0.03% | +420+11.2% | Added |
| PEAK6 Investments LLC | 4,322 | $132.8K | 0.01% | +4,322 | New |
| SRS Capital Advisors, Inc. | 4,395 | $135.0K | 0.01% | +73+1.7% | Added |
| Umb Bank N A | 4,443 | $136.5K | 0.00% | +1,806+68.5% | Added |
| Allworth Financial LP | 4,496 | $138.1K | 0.00% | −18−0.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,700 | $144.4K | 0.01% | −320−6.4% | Reduced |
| Financial Perspectives, Inc | 4,894 | $150.3K | 0.06% | +800+19.5% | Added |
| Whittier Trust Co | 5,000 | $153.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,760 | $176.9K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6,278 | $192.9K | 0.01% | −1,115−15.1% | Reduced |
| IFP Advisors, Inc | 6,483 | $199.2K | 0.01% | −657−9.2% | Reduced |
| Granite Group Advisors, LLC | 6,543 | $201.0K | 0.14% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 6,594 | $202.6K | 0.00% | −55,131−89.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,718 | $206.4K | 0.03% | −4,866−42.0% | Reduced |
| Principal Securities, Inc. | 6,767 | $207.9K | 0.01% | −3,034−31.0% | Reduced |
| Empower Advisory Group, LLC | 6,850 | $210.4K | 0.00% | +115+1.7% | Added |
| Cyndeo Wealth Partners, LLC | 6,891 | $211.7K | 0.02% | −260−3.6% | Reduced |
| Axq Capital, LP | 6,900 | $212.0K | 0.05% | −7,800−53.1% | Reduced |
| Principal Street Partners, LLC | 7,131 | $212.0K | 0.04% | +7,131 | New |
| RMR Wealth Builders | 6,980 | $214.4K | 0.03% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 7,031 | $216.0K | 0.10% | +335+5.0% | Added |
| CWM, LLC | 7,063 | $217.0K | 0.00% | +1,121+18.9% | Added |
| Blair William & Co | 7,187 | $220.8K | 0.00% | +9+0.1% | Added |
| Seven Mile Advisory | 7,252 | $222.8K | 0.17% | +180+2.5% | Added |
| Old National Bancorp | 7,318 | $224.8K | 0.01% | −2,359−24.4% | Reduced |
| Sage Mountain Advisors LLC | 7,324 | $225.0K | 0.02% | +286+4.1% | Added |
| EverSource Wealth Advisors, LLC | 8,554 | $229.7K | 0.02% | +190+2.3% | Added |
| Central Pacific Bank - Trust Division | 7,600 | $231.6K | 0.03% | +7,600 | New |
| Wedmont Private Capital | 7,526 | $231.8K | 0.02% | +231+3.2% | Added |
| Fullerton Fund Management Co Ltd. | 7,576 | $232.7K | 0.01% | −197,927−96.3% | Reduced |
| Park National Corp | 7,645 | $234.9K | 0.01% | +1,090+16.6% | Added |
| Leuthold Group, LLC | 7,715 | $237.0K | 0.03% | +7,715 | New |
| First City Capital Management, Inc. | 7,879 | $242.0K | 0.13% | −150−1.9% | Reduced |
| British Columbia Investment Management Corp | 7,871 | $242.2K | 0.00% | −1,890−19.4% | Reduced |
| Hilltop Holdings Inc. | 7,990 | $245.7K | 0.03% | −8−0.1% | Reduced |
| Fiduciary Trust Co | 8,075 | $248.1K | 0.00% | +10.0% | Added |
| Advisor OS, LLC | 8,238 | $253.1K | 0.03% | +535+6.9% | Added |
| Cozad Asset Management Inc | 8,286 | $254.5K | 0.03% | −432−5.0% | Reduced |
| 180 Wealth Advisors, LLC | 8,440 | $259.3K | 0.05% | −1,898−18.4% | Reduced |
| We Are One Seven, LLC | 8,448 | $259.5K | 0.01% | −653−7.2% | Reduced |
| AQR Capital Management LLC | 8,546 | $262.5K | 0.00% | +8,546 | New |
| OneAscent Financial Services LLC | 8,595 | $264.0K | 0.03% | +590+7.4% | Added |
| Genus Capital Management Inc. | 8,704 | $267.4K | 0.03% | +8,704 | New |
| Pictet & Cie (Europe) SA | 8,709 | $268.2K | 0.01% | +8,709 | New |
| Five Oceans Advisors | 8,771 | $269.4K | 0.14% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,005 | $276.6K | 0.01% | +9,005 | New |
| Commerce Bank | 9,069 | $278.6K | 0.00% | −18−0.2% | Reduced |
| Blueshift Asset Management, LLC | 9,164 | $281.5K | 0.15% | +9,164 | New |
| Chesapeake Asset Management LLC | 9,200 | $282.9K | 0.28% | +4,250+85.9% | Added |
| Great Lakes Advisors, LLC | 9,218 | $283.2K | 0.00% | +631+7.3% | Added |
| Beacon Pointe Advisors, LLC | 9,281 | $285.1K | 0.00% | +1,468+18.8% | Added |
| Keel Point, LLC | 9,348 | $287.2K | 0.03% | −41−0.4% | Reduced |
| Mission Wealth Management, LP | 9,408 | $289.0K | 0.01% | +9,408 | New |
| Cullen/Frost Bankers, Inc. | 9,484 | $291.3K | 0.00% | +50+0.5% | Added |
| Fox Run Management, L.L.C. | 9,507 | $292.1K | 0.06% | −1,379−12.7% | Reduced |
| Financial Advocates Investment Management | 9,584 | $294.4K | 0.02% | +228+2.4% | Added |
| D.A. Davidson & Co. | 9,730 | $298.9K | 0.00% | −73−0.7% | Reduced |
| L & S Advisors Inc | – | $299.7K | 0.03% | – | – |
| Optas, LLC | 9,767 | $300.0K | 0.08% | −16−0.2% | Reduced |
| Verition Fund Management LLC | 9,888 | $303.8K | 0.00% | +3,376+51.8% | Added |
| Covenant Partners, LLC | 9,908 | $304.4K | 0.09% | −11,138−52.9% | Reduced |
| Thrivent Financial for Lutherans | 9,934 | $305.0K | 0.00% | +850+9.4% | Added |
| Aprio Wealth Management, LLC | 9,956 | $305.8K | 0.06% | +891+9.8% | Added |
| Redhawk Wealth Advisors, Inc. | 9,967 | $306.2K | 0.05% | −300−2.9% | Reduced |
| Calamos Wealth Management LLC | 10,015 | $307.7K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 10,051 | $308.8K | 0.08% | +30.0% | Added |
| Gamco Investors, Inc. Et Al | 10,060 | $309.0K | 0.00% | +60+0.6% | Added |
| Mesirow Financial Investment Management, Inc. | 10,074 | $309.5K | 0.01% | −410−3.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,310 | $316.7K | 0.01% | −1,395−11.9% | Reduced |
| CAPROCK Group, Inc. | 10,373 | $318.7K | 0.02% | +338+3.4% | Added |
| Stephens Inc | 10,432 | $320.5K | 0.00% | −444−4.1% | Reduced |
| Werba Rubin Papier Wealth Management | 10,459 | $321.3K | 0.09% | +109+1.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,485 | $322.1K | 0.04% | +1,032+10.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 10,723 | $329.4K | 0.21% | +10,723 | New |
| Drive Wealth Management, LLC | 10,751 | $330.3K | 0.09% | +449+4.4% | Added |
| Investors Research Corp | 11,118 | $341.5K | 0.08% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,189 | $343.7K | 0.00% | −9,140−45.0% | Reduced |
| Synovus Financial Corp | 11,245 | $345.4K | 0.00% | +66+0.6% | Added |
| D'Orazio & Associates, Inc. | 11,264 | $346.0K | 0.06% | +381+3.5% | Added |
| Financial Counselors Inc | 11,279 | $346.5K | 0.01% | −4,775−29.7% | Reduced |
| Shilanski & Associates, Inc. | 11,349 | $348.6K | 0.12% | −134−1.2% | Reduced |
| Wrapmanager Inc | 11,350 | $348.7K | 0.10% | −235−2.0% | Reduced |
| Pinnacle Associates Ltd | 11,623 | $357.1K | 0.01% | −1,500−11.4% | Reduced |
| Claro Advisors LLC | 11,682 | $358.9K | 0.06% | +1,823+18.5% | Added |
| Bleakley Financial Group, LLC | 11,734 | $360.5K | 0.01% | +2,122+22.1% | Added |
| Simplicity Wealth,LLC | 11,734 | $360.5K | 0.01% | +11,734 | New |
| Sowell Financial Services LLC | 11,767 | $361.0K | 0.02% | +1,652+16.3% | Added |
| Ronald Blue Trust, Inc. | 11,883 | $365.0K | 0.01% | +1,911+19.2% | Added |
| Ascent Group, LLC | 11,998 | $368.6K | 0.03% | −318−2.6% | Reduced |
| Mediolanum International Funds Ltd | 13,054 | $368.8K | 0.01% | +13,054 | New |
| Mitsubishi UFJ Trust & Banking Corp | 12,135 | $373.2K | 0.00% | −481−3.8% | Reduced |