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 |
|---|---|---|---|---|---|
| WCM Investment Management, LLC | 5,310,064 | $163.1M | 0.39% | +674,394+14.5% | Added |
| M&G Plc | 5,592,416 | $173.7M | 1.04% | +5,592,416 | New |
| ARGA Investment Management, LP | 6,130,386 | $188.7M | 6.32% | +158,939+2.7% | Added |
| FIL Ltd | 6,260,405 | $192.6M | 0.19% | +1,367,052+27.9% | Added |
| Russell Investments Group, Ltd. | 6,469,098 | $199.3M | 0.31% | −64,147−1.0% | Reduced |
| Wellington Management Group LLP | 6,905,185 | $212.7M | 0.04% | −1,702,747−19.8% | Reduced |
| Banque Cantonale Vaudoise | 7,155,610 | $220.4M | 8.63% | +1,097,599+18.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,199,245 | $221.6M | 0.15% | +14,492+0.2% | Added |
| Royal London Asset Management Ltd | 7,642,996 | $234.8M | 0.59% | +802,817+11.7% | Added |
| Royal Bank of Canada | 7,650,686 | $235.0M | 0.06% | +71,980+0.9% | Added |
| Canada Pension Plan Investment Board | 7,786,916 | $239.8M | 0.25% | +1,490,235+23.7% | Added |
| Acadian Asset Management LLC | 8,130,150 | $250.4M | 0.87% | +3,421,396+72.7% | Added |
| Bank of New York Mellon Corp | 9,487,836 | $291.5M | 0.06% | −521,923−5.2% | Reduced |
| Bank of Montreal | 9,833,636 | $308.4M | 0.16% | +6,549,503+199.4% | Added |
| Citigroup Inc | 10,453,764 | $321.1M | 0.35% | +2,131,939+25.6% | Added |
| Bank of America Corp | 10,529,350 | $323.5M | 0.03% | −539,665−4.9% | Reduced |
| Morgan Stanley | 11,511,896 | $353.6M | 0.03% | −700,867−5.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,259,738 | $408.4M | 0.46% | −93,124−0.7% | Reduced |
| Nuveen Asset Management, LLC | 14,318,983 | $441.0M | 0.13% | +2,227,442+18.4% | Added |
| Vontobel Holding Ltd. | 14,737,819 | $453.4M | 3.63% | +4,962,455+50.8% | Added |
| Amundi | 19,370,840 | $544.7M | 0.23% | +1,972,893+11.3% | Added |
| Goldman Sachs Group Inc | 24,214,610 | $743.9M | 0.16% | −13,469,489−35.7% | Reduced |
| Pzena Investment Management LLC | 29,670,539 | $823.1M | 2.83% | −474,574−1.6% | Reduced |
| Deutsche Bank AG | 27,441,823 | $843.0M | 0.39% | +692,801+2.6% | Added |
| Arrowstreet Capital, Limited Partnership | 28,558,110 | $878.0M | 0.81% | +12,627,475+79.3% | Added |
| Pictet Asset Management Holding SA | 31,151,185 | $959.4M | 1.04% | +673,543+2.2% | Added |
| Capital World Investors | 38,207,664 | $1.18B | 0.19% | +1,147,836+3.1% | Added |
| JPMorgan Chase & Co | 41,856,670 | $1.29B | 0.11% | +24,705,876+144.1% | Added |
| Cevian Capital II GP LTD | 43,787,401 | $1.35B | 38.78% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 48,551,715 | $1.50B | 5.24% | +2,602,616+5.7% | Added |
| FMR LLC | 63,355,587 | $1.95B | 0.13% | +2,816,224+4.7% | Added |
| Dodge & Cox | 75,422,942 | $2.32B | 1.35% | −16,909,009−18.3% | Reduced |
| Credit Suisse AG | 95,397,206 | $2.93B | 2.85% | +3,738,309+4.1% | Added |
| Massachusetts Financial Services Co | 100,560,956 | $3.09B | 0.92% | −1,088,616−1.1% | Reduced |
| Vanguard Group Inc | 115,529,381 | $3.55B | 0.07% | +1,546,632+1.4% | Added |
| UBS Group AG | 140,729,533 | $4.32B | 1.43% | +5,446,271+4.0% | Added |
| Norges Bank | 166,027,298 | $5.11B | 0.81% | +4,761,152+3.0% | Added |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −4,809,753−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −2,414,735−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −1,778,323−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −216,435−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −212,246−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −170,391−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −152,967−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −149,425−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −113,680−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −41,759−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −39,955−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −35,898−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −23,700−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −19,769−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −17,413−100.0% | Sold out |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −15,354−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −14,434−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,783−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −11,365−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −11,104−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,946−100.0% | Sold out |
| Select Asset Management & Trust | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −9,217−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −8,914−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −8,127−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −7,613−100.0% | Sold out |
| Monticello Wealth Management, LLC | 0 | $0 | 0.00% | −7,268−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −6,927−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −6,905−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −6,501−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −5,571−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −4,244−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,472−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −1,646−100.0% | Sold out |
| Acima Private Wealth, LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| M&G Investment Management Ltd | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |