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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 40,884 | $1.26M | 0.46% | −1,893−4.4% | Reduced |
| Park Avenue Securities LLC | 41,868 | $1.29M | 0.02% | −13,798−24.8% | Reduced |
| Bayesian Capital Management, LP | 42,400 | $1.30M | 0.12% | +42,400 | New |
| Vident Advisory, LLC | 42,548 | $1.31M | 0.03% | +5,790+15.8% | Added |
| Baker Ellis Asset Management LLC | 43,100 | $1.32M | 0.20% | +100+0.2% | Added |
| Fiera Capital Corp | 43,625 | $1.34M | 0.00% | +34,275+366.6% | Added |
| GWM Advisors LLC | 45,081 | $1.38M | 0.01% | +19,051+73.2% | Added |
| Morningstar Investment Services LLC | 44,209 | $1.39M | 0.02% | −44,211−50.0% | Reduced |
| Group One Trading, L.P. | 45,965 | $1.41M | 0.05% | −125,348−73.2% | Reduced |
| Nordwand Advisors, LLC | 46,513 | $1.43M | 0.56% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 47,324 | $1.45M | 0.01% | +28,998+158.2% | Added |
| Ossiam | 47,264 | $1.46M | 0.03% | −121,750−72.0% | Reduced |
| Rhumbline Advisers | 47,643 | $1.46M | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 47,954 | $1.47M | 0.01% | +85+0.2% | Added |
| Seven Eight Capital, LP | 48,666 | $1.50M | 0.16% | −515−1.0% | Reduced |
| Pitcairn Co | 49,330 | $1.52M | 0.10% | +34,624+235.4% | Added |
| Inspire Trust Co, N.A. | 49,417 | $1.52M | 0.85% | +22,780+85.5% | Added |
| Credit Capital Investments LLC | 50,000 | $1.54M | 1.90% | −15,000−23.1% | Reduced |
| Susquehanna International Group, LLP | 50,289 | $1.54M | 0.00% | +40,415+409.3% | Added |
| CI Private Wealth, LLC | 51,336 | $1.58M | 0.00% | +8,836+20.8% | Added |
| Syon Capital LLC | 51,473 | $1.58M | 0.15% | +2,298+4.7% | Added |
| Massachusetts Wealth Management | 51,563 | $1.58M | 1.12% | −1,766−3.3% | Reduced |
| JBF Capital, Inc. | 52,500 | $1.61M | 0.26% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 53,821 | $1.65M | 0.87% | −289−0.5% | Reduced |
| Aquatic Capital Management LLC | 54,800 | $1.68M | 0.06% | −35,700−39.4% | Reduced |
| Banco Santander, S.A. | 55,154 | $1.69M | 0.02% | −13,760−20.0% | Reduced |
| Lord, Abbett & Co. LLC | 56,100 | $1.73M | 0.01% | +879+1.6% | Added |
| Forum Financial Management, LP | 56,356 | $1.73M | 0.03% | +2,505+4.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 56,924 | $1.75M | 0.13% | −21,822−27.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 56,937 | $1.75M | 0.49% | +1,329+2.4% | Added |
| Parallax Volatility Advisers, L.P. | 58,397 | $1.79M | 0.05% | +29,790+104.1% | Added |
| Schonfeld Strategic Advisors LLC | 58,892 | $1.81M | 0.01% | +58,892 | New |
| Qtron Investments LLC | 58,957 | $1.82M | 0.26% | +20,831+54.6% | Added |
| Yousif Capital Management, LLC | 60,133 | $1.85M | 0.02% | −1,220−2.0% | Reduced |
| Cigna Investments Inc | 61,655 | $1.90M | 0.36% | −205−0.3% | Reduced |
| Bessemer Group Inc | 62,016 | $1.91M | 0.00% | +2,387+4.0% | Added |
| Glenmede Trust Co NA | 62,336 | $1.91M | 0.01% | +42,376+212.3% | Added |
| Commonwealth Equity Services, LLC | 63,148 | $1.94M | 0.00% | +28,494+82.2% | Added |
| Wealth Alliance Advisory Group, LLC | 63,567 | $1.95M | 0.45% | −177−0.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 63,958 | $1.96M | 0.01% | −6,922−9.8% | Reduced |
| Cetera Investment Advisers | 65,029 | $2.00M | 0.00% | +43,800+206.3% | Added |
| Integrated Wealth Concepts LLC | 65,086 | $2.00M | 0.03% | +382+0.6% | Added |
| Atria Investments LLC | 65,443 | $2.01M | 0.03% | −8,110−11.0% | Reduced |
| Truist Financial Corp | 66,409 | $2.04M | 0.00% | −32,421−32.8% | Reduced |
| Altman Advisors, Inc. | 67,809 | $2.07M | 1.01% | +1,048+1.6% | Added |
| U S Global Investors Inc | 68,000 | $2.09M | 0.17% | +19,500+40.2% | Added |
| Capital International Sarl | 69,005 | $2.12M | 0.07% | +10,805+18.6% | Added |
| Signaturefd, LLC | 69,355 | $2.13M | 0.05% | +2,205+3.3% | Added |
| Veriti Management LLC | 69,917 | $2.15M | 0.16% | +4,488+6.9% | Added |
| Toronto Dominion Bank | 70,500 | $2.17M | 0.00% | −1,331,441−95.0% | Reduced |
| Simmons Bank | 71,166 | $2.19M | 0.16% | +322+0.5% | Added |
| Jane Street Group, LLC | 71,451 | $2.19M | 0.00% | +11,414+19.0% | Added |
| Cloverfields Capital Group, LP | 73,531 | $2.26M | 0.76% | +73,531 | New |
| Alaethes Wealth LLC | 74,737 | $2.30M | 1.00% | −623−0.8% | Reduced |
| Paragon Associates & Paragon Associates II Joint Venture | 75,000 | $2.30M | 4.11% | −25,000−25.0% | Reduced |
| Gendell Jeffrey L | 75,000 | $2.30M | 0.09% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 75,500 | $2.32M | 0.05% | 00.0% | Unchanged |
| NatWest Group plc | 78,176 | $2.40M | 0.92% | +3,229+4.3% | Added |
| Equitable Trust Co | 78,996 | $2.43M | 0.17% | +1,970+2.6% | Added |
| Mount Yale Investment Advisors, LLC | 79,269 | $2.44M | 0.19% | +9,373+13.4% | Added |
| BNP Paribas Arbitrage, SA | 79,352 | $2.44M | 0.00% | +28,938+57.4% | Added |
| Timber Creek Capital Management LLC | 83,591 | $2.57M | 0.80% | +83,591 | New |
| Point Break Capital Management, LLC | 83,847 | $2.58M | 3.13% | −61,238−42.2% | Reduced |
| Cresset Asset Management, LLC | 84,480 | $2.60M | 0.01% | +7,260+9.4% | Added |
| Beach Investment Counsel Inc | 84,012 | $2.60M | 0.32% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 84,688 | $2.60M | 0.01% | +84,688 | New |
| SPX Equities Gestao de Recursos Ltda | 86,700 | $2.66M | 0.23% | +86,700 | New |
| Hantz Financial Services, Inc. | 86,836 | $2.67M | 0.05% | −3,200−3.6% | Reduced |
| Independent Advisor Alliance | 86,931 | $2.67M | 0.10% | −3,258−3.6% | Reduced |
| Logan Capital Management Inc | 87,509 | $2.69M | 0.12% | −6,870−7.3% | Reduced |
| US Bancorp | 87,645 | $2.69M | 0.00% | −1,452−1.6% | Reduced |
| AMJ Financial Wealth Management | 96,552 | $2.97M | 0.99% | +96,552 | New |
| Helios Capital Management Pte. Ltd | 98,224 | $3.02M | 2.12% | 00.0% | Unchanged |
| Exane Asset Management | 101,465 | $3.12M | 2.41% | +101,465 | New |
| Metis Global Partners, LLC | 101,836 | $3.13M | 0.11% | −20,619−16.8% | Reduced |
| MML Investors Services, LLC | 103,796 | $3.19M | 0.01% | +4,168+4.2% | Added |
| GTS Securities LLC | 104,064 | $3.20M | 0.09% | −1,150−1.1% | Reduced |
| Jupiter Asset Management Ltd | 103,993 | $3.20M | 0.03% | −198,761−65.7% | Reduced |
| Highland Capital Management, LLC | 106,552 | $3.27M | 0.19% | −810−0.8% | Reduced |
| Mitchell Capital Management Co | 108,554 | $3.33M | 0.64% | +4,927+4.8% | Added |
| The PNC Financial Services Group, Inc. | 115,389 | $3.54M | 0.00% | −849−0.7% | Reduced |
| United Services Automobile Association | 122,096 | $3.76M | 0.09% | 00.0% | Unchanged |
| Marex Group plc | 123,274 | $3.79M | 0.12% | −29,151−19.1% | Reduced |
| Dorsey Wright & Associates | 128,274 | $3.94M | 1.03% | −9,304−6.8% | Reduced |
| Metropolitan Life Insurance Co | 128,390 | $3.95M | 0.17% | −8,876−6.5% | Reduced |
| Brinker Capital Investments, LLC | 131,254 | $4.03M | 0.04% | +117+0.1% | Added |
| Orion Portfolio Solutions, LLC | 131,254 | $4.03M | 0.04% | +117+0.1% | Added |
| Quantinno Capital Management LP | 134,528 | $4.13M | 0.09% | +37,250+38.3% | Added |
| JustInvest LLC | 135,472 | $4.16M | 0.09% | +16,419+13.8% | Added |
| Citadel Advisors LLC | 138,368 | $4.25M | 0.00% | +136,132+6,088.2% | Added |
| HighTower Advisors, LLC | 138,581 | $4.25M | 0.01% | +10,782+8.4% | Added |
| Wetherby Asset Management Inc | 138,481 | $4.25M | 0.20% | +720+0.5% | Added |
| Cerity Partners LLC | 138,892 | $4.27M | 0.01% | +63,208+83.5% | Added |
| Quantbot Technologies LP | 140,576 | $4.32M | 0.24% | +140,576 | New |
| Kestra Advisory Services, LLC | 142,990 | $4.39M | 0.03% | +8,704+6.5% | Added |
| LPL Financial LLC | 145,263 | $4.46M | 0.00% | −3,672−2.5% | Reduced |
| Groupama Asset Managment | 146,256 | $4.50M | 0.08% | +146,256 | New |
| AMF Pensionsforsakring AB | 148,786 | $4.58M | 0.03% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 149,621 | $4.60M | 0.57% | +7,867+5.5% | Added |
| Charles Schwab Investment Management Inc | 151,920 | $4.67M | 0.00% | +37,564+32.8% | Added |