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 |
|---|---|---|---|---|---|
| Mariner, LLC | 155,734 | $4.78M | 0.01% | +6,920+4.7% | Added |
| Marshall Wace, LLP | 156,423 | $4.82M | 0.01% | −1,208,266−88.5% | Reduced |
| Ritholtz Wealth Management | 162,421 | $4.99M | 0.17% | +9,782+6.4% | Added |
| Graham Capital Management, L.P. | 170,209 | $5.23M | 0.15% | +156,848+1,173.9% | Added |
| Hiddenite Capital Partners LP | 180,000 | $5.53M | 6.35% | 00.0% | Unchanged |
| MetLife Investment Management | 181,825 | $5.60M | 0.04% | −7,019−3.7% | Reduced |
| M&T Bank Corp | 182,506 | $5.61M | 0.02% | +3,931+2.2% | Added |
| SEI Investments Co | 186,694 | $5.74M | 0.01% | −78,976−29.7% | Reduced |
| Assenagon Asset Management S.A. | 187,287 | $5.77M | 0.02% | −4,109−2.1% | Reduced |
| National Bank of Canada | 196,372 | $5.79M | 0.01% | +63,151+47.4% | Added |
| Creative Planning | 190,538 | $5.85M | 0.01% | +20,499+12.1% | Added |
| Clearbridge Investments, LLC | 191,572 | $5.89M | 0.00% | −1,306−0.7% | Reduced |
| Oppenheimer & Co Inc | 192,203 | $5.90M | 0.10% | +5,703+3.1% | Added |
| Crossmark Global Holdings, Inc. | 193,424 | $5.94M | 0.11% | −8,124−4.0% | Reduced |
| Pathstone Holdings, LLC | 204,638 | $6.29M | 0.03% | +14,339+7.5% | Added |
| Delta Global Management LP | 209,106 | $6.42M | 0.49% | +209,106 | New |
| Walleye Trading LLC | 232,526 | $7.14M | 0.12% | +232,526 | New |
| Neuberger Berman Group LLC | 235,493 | $7.25M | 0.01% | +995+0.4% | Added |
| PointState Capital LP | 237,382 | $7.29M | 0.22% | −358,300−60.1% | Reduced |
| Ensign Peak Advisors, Inc | 221,894 | $7.31M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 245,197 | $7.53M | 1.78% | +245,197 | New |
| Walleye Capital LLC | 252,251 | $7.75M | 0.08% | +252,251 | New |
| Value Partners Investments Inc. | 260,881 | $8.00M | 0.65% | −2,000−0.8% | Reduced |
| RPg Family Wealth Advisory, LLC | 264,266 | $8.12M | 2.57% | +131,838+99.6% | Added |
| First Trust Advisors LP | 266,512 | $8.20M | 0.01% | −27,067−9.2% | Reduced |
| Mercer Global Advisors Inc | 283,799 | $8.72M | 0.02% | +5,606+2.0% | Added |
| Rovida Advisors Inc. | 300,000 | $9.23M | 3.21% | +300,000 | New |
| Prudential PLC | 301,443 | $9.27M | 0.08% | +39,511+15.1% | Added |
| Kite Lake Capital Management (UK) LLP | 310,227 | $9.55M | 56.32% | −389,773−55.7% | Reduced |
| Maryland State Retirement & Pension System | 345,606 | $9.73M | 0.19% | +54,588+18.8% | Added |
| Contravisory Investment Management, Inc. | 329,691 | $10.1M | 2.24% | −8,822−2.6% | Reduced |
| RBF Capital, LLC | 340,000 | $10.4M | 0.59% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 349,396 | $10.7M | 2.24% | −23,682−6.3% | Reduced |
| Black Diamond Capital Management, L.L.C. | 350,000 | $10.8M | 7.09% | 00.0% | Unchanged |
| Baader Bank INC | 350,000 | $10.8M | 0.88% | −189,880−35.2% | Reduced |
| CIBC World Markets Inc. | 353,522 | $10.9M | 0.03% | −20,565−5.5% | Reduced |
| Promethos Capital, LLC | 360,246 | $11.1M | 6.50% | −73,247−16.9% | Reduced |
| Legal & General Group Plc | 362,649 | $11.2M | 0.00% | −77,201−17.6% | Reduced |
| Credit Agricole S A | 407,046 | $11.4M | 0.20% | −869,703−68.1% | Reduced |
| Gardner Lewis Asset Management L P | 377,712 | $11.6M | 3.49% | +263,350+230.3% | Added |
| QRG Capital Management, Inc. | 446,907 | $13.7M | 0.17% | +35,935+8.7% | Added |
| Quinn Opportunity Partners LLC | 451,587 | $13.9M | 1.57% | +14,000+3.2% | Added |
| USS Investment Management Ltd | 459,354 | $14.1M | 0.12% | −1,495−0.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 459,833 | $14.4M | 0.06% | +144,382+45.8% | Added |
| Henry James International Management, Inc. | 497,783 | $15.0M | 4.63% | +46,005+10.2% | Added |
| O'Shaughnessy Asset Management, LLC | 496,213 | $15.2M | 0.17% | +40,911+9.0% | Added |
| Moran Wealth Management, LLC | 496,382 | $15.2M | 0.49% | +212,223+74.7% | Added |
| Janney Capital Management LLC | 507,340 | $15.6M | 1.04% | −196,777−27.9% | Reduced |
| Baker Avenue Asset Management, LP | 512,015 | $15.7M | 0.62% | +19,620+4.0% | Added |
| Senator Investment Group LP | 512,224 | $15.7M | 0.72% | −337,776−39.7% | Reduced |
| Channing Global Advisors, LLC | 531,291 | $16.4M | 13.90% | −24,141−4.3% | Reduced |
| Voya Investment Management LLC | 536,456 | $16.5M | 0.02% | −719−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 553,620 | $17.0M | 0.05% | +95,556+20.9% | Added |
| Edmond de Rothschild Holding S.A. | 558,284 | $17.2M | 0.29% | −42,607−7.1% | Reduced |
| Stifel Financial Corp | 595,821 | $18.3M | 0.02% | +3,586+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 655,250 | $20.1M | 0.18% | −25,700−3.8% | Reduced |
| Millennium Management LLC | 655,357 | $20.1M | 0.02% | +323,137+97.3% | Added |
| Mutual of America Capital Management LLC | 657,160 | $20.2M | 0.22% | 00.0% | Unchanged |
| Mangrove Partners | 659,546 | $20.3M | 1.75% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 662,355 | $20.4M | 2.28% | −7,217−1.1% | Reduced |
| Banque Pictet & Cie SA | 667,071 | $20.5M | 0.22% | −61,782−8.5% | Reduced |
| Azora Capital LP | 687,607 | $21.2M | 1.53% | +18,221+2.7% | Added |
| Alliancebernstein L.P. | 722,242 | $22.2M | 0.01% | −65,077−8.3% | Reduced |
| HSBC Holdings PLC | 796,706 | $24.5M | 0.02% | −1,613,340−66.9% | Reduced |
| Wells Fargo & Company | 833,858 | $25.6M | 0.01% | +3,841+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 872,061 | $26.8M | 0.10% | −124,710−12.5% | Reduced |
| American Century Companies Inc | 887,581 | $27.3M | 0.02% | −11,321−1.3% | Reduced |
| Raymond James & Associates | 899,740 | $27.6M | 0.02% | −8,079−0.9% | Reduced |
| Levin Capital Strategies, L.P. | 1,008,310 | $31.0M | 3.14% | −147,002−12.7% | Reduced |
| Zurich Insurance Group Ltd | 1,072,560 | $33.0M | 0.30% | +214,337+25.0% | Added |
| Renaissance Technologies LLC | 1,101,791 | $33.8M | 0.05% | +601,400+120.2% | Added |
| Todd Asset Management LLC | 1,145,100 | $35.2M | 0.72% | −191,857−14.4% | Reduced |
| TD Asset Management Inc | 1,219,216 | $37.6M | 0.03% | +491,942+67.6% | Added |
| Alyeska Investment Group, L.P. | 1,299,449 | $39.9M | 0.25% | +999,449+333.1% | Added |
| Manufacturers Life Insurance Company, The | 1,400,270 | $43.1M | 0.04% | −71,239−4.8% | Reduced |
| State of Tennessee, Treasury Department | 1,450,258 | $44.7M | 0.17% | −24,192−1.6% | Reduced |
| Public Sector Pension Investment Board | 1,750,244 | $53.9M | 0.39% | +133,652+8.3% | Added |
| Franklin Resources Inc | 1,783,358 | $54.9M | 0.02% | +942,871+112.2% | Added |
| Invesco Ltd. | 1,799,967 | $55.3M | 0.01% | −174,379−8.8% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,817,211 | $55.9M | 1.25% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 1,833,327 | $56.3M | 0.02% | −116,475−6.0% | Reduced |
| Brandes Investment Partners, LP | 1,868,877 | $57.4M | 0.74% | −78,098−4.0% | Reduced |
| Susquehanna International Securities, Ltd. | 1,912,678 | $58.8M | 23.46% | +1,023,229+115.0% | Added |
| Great West Life Assurance Co | 2,019,963 | $62.3M | 0.13% | +60,823+3.1% | Added |
| Compagnie Lombard Odier SCmA | 2,113,119 | $65.1M | 1.15% | −8,076−0.4% | Reduced |
| Liontrust Investment Partners LLP | 2,394,745 | $66.4M | 0.93% | +2,394,745 | New |
| Captrust Financial Advisors | 2,444,134 | $68.1M | 0.25% | +213,914+9.6% | Added |
| Mackenzie Financial Corp | 2,282,193 | $70.2M | 0.10% | −291,203−11.3% | Reduced |
| Patient Capital Management, LLC | 2,339,900 | $71.9M | 3.50% | −111,037−4.5% | Reduced |
| Ameriprise Financial Inc | 2,644,548 | $81.2M | 0.02% | −72,667−2.7% | Reduced |
| LGT Group Foundation | 2,835,384 | $87.1M | 2.06% | +2,506,817+763.0% | Added |
| BlackRock Inc. | 3,098,946 | $95.2M | 0.00% | −474,178−13.3% | Reduced |
| Janus Henderson Group PLC | 3,247,489 | $100.0M | 0.05% | −158,839−4.7% | Reduced |
| Northern Trust Corp | 3,344,795 | $102.8M | 0.02% | −136,432−3.9% | Reduced |
| AXA S.A. | 3,535,785 | $108.6M | 0.33% | +2,003,977+130.8% | Added |
| Korea Investment CORP | 3,997,005 | $123.1M | 0.31% | +48,780+1.2% | Added |
| DekaBank Deutsche Girozentrale | 4,366,422 | $134.3M | 0.25% | −306,470−6.6% | Reduced |
| Aviva PLC | 4,423,857 | $136.2M | 0.45% | −3,212−0.1% | Reduced |
| Natixis Advisors, L.P. | 4,613,042 | $141.7M | 0.33% | +168,313+3.8% | Added |
| Allianz Asset Management GmbH | 4,686,781 | $144.3M | 0.24% | −1,172,252−20.0% | Reduced |