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 |
|---|---|---|---|---|---|
| Promethos Capital, LLC | 360,246 | $11.1M | 6.50% | −73,247−16.9% | Reduced |
| CIBC World Markets Inc. | 353,522 | $10.9M | 0.03% | −20,565−5.5% | Reduced |
| Baader Bank INC | 350,000 | $10.8M | 0.88% | −189,880−35.2% | Reduced |
| Black Diamond Capital Management, L.L.C. | 350,000 | $10.8M | 7.09% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 349,396 | $10.7M | 2.24% | −23,682−6.3% | Reduced |
| RBF Capital, LLC | 340,000 | $10.4M | 0.59% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 329,691 | $10.1M | 2.24% | −8,822−2.6% | Reduced |
| Maryland State Retirement & Pension System | 345,606 | $9.73M | 0.19% | +54,588+18.8% | Added |
| Kite Lake Capital Management (UK) LLP | 310,227 | $9.55M | 56.32% | −389,773−55.7% | Reduced |
| Prudential PLC | 301,443 | $9.27M | 0.08% | +39,511+15.1% | Added |
| Rovida Advisors Inc. | 300,000 | $9.23M | 3.21% | +300,000 | New |
| Mercer Global Advisors Inc | 283,799 | $8.72M | 0.02% | +5,606+2.0% | Added |
| First Trust Advisors LP | 266,512 | $8.20M | 0.01% | −27,067−9.2% | Reduced |
| RPg Family Wealth Advisory, LLC | 264,266 | $8.12M | 2.57% | +131,838+99.6% | Added |
| Value Partners Investments Inc. | 260,881 | $8.00M | 0.65% | −2,000−0.8% | Reduced |
| Walleye Capital LLC | 252,251 | $7.75M | 0.08% | +252,251 | New |
| Susquehanna International Group Ltd. | 245,197 | $7.53M | 1.78% | +245,197 | New |
| Ensign Peak Advisors, Inc | 221,894 | $7.31M | 0.01% | 00.0% | Unchanged |
| PointState Capital LP | 237,382 | $7.29M | 0.22% | −358,300−60.1% | Reduced |
| Neuberger Berman Group LLC | 235,493 | $7.25M | 0.01% | +995+0.4% | Added |
| Walleye Trading LLC | 232,526 | $7.14M | 0.12% | +232,526 | New |
| Delta Global Management LP | 209,106 | $6.42M | 0.49% | +209,106 | New |
| Pathstone Holdings, LLC | 204,638 | $6.29M | 0.03% | +14,339+7.5% | Added |
| Crossmark Global Holdings, Inc. | 193,424 | $5.94M | 0.11% | −8,124−4.0% | Reduced |
| Oppenheimer & Co Inc | 192,203 | $5.90M | 0.10% | +5,703+3.1% | Added |
| Clearbridge Investments, LLC | 191,572 | $5.89M | 0.00% | −1,306−0.7% | Reduced |
| Creative Planning | 190,538 | $5.85M | 0.01% | +20,499+12.1% | Added |
| National Bank of Canada | 196,372 | $5.79M | 0.01% | +63,151+47.4% | Added |
| Assenagon Asset Management S.A. | 187,287 | $5.77M | 0.02% | −4,109−2.1% | Reduced |
| SEI Investments Co | 186,694 | $5.74M | 0.01% | −78,976−29.7% | Reduced |
| M&T Bank Corp | 182,506 | $5.61M | 0.02% | +3,931+2.2% | Added |
| MetLife Investment Management | 181,825 | $5.60M | 0.04% | −7,019−3.7% | Reduced |
| Hiddenite Capital Partners LP | 180,000 | $5.53M | 6.35% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 170,209 | $5.23M | 0.15% | +156,848+1,173.9% | Added |
| Ritholtz Wealth Management | 162,421 | $4.99M | 0.17% | +9,782+6.4% | Added |
| Marshall Wace, LLP | 156,423 | $4.82M | 0.01% | −1,208,266−88.5% | Reduced |
| Mariner, LLC | 155,734 | $4.78M | 0.01% | +6,920+4.7% | Added |
| Charles Schwab Investment Management Inc | 151,920 | $4.67M | 0.00% | +37,564+32.8% | Added |
| Jackson Wealth Management, LLC | 149,621 | $4.60M | 0.57% | +7,867+5.5% | Added |
| AMF Pensionsforsakring AB | 148,786 | $4.58M | 0.03% | 00.0% | Unchanged |
| Groupama Asset Managment | 146,256 | $4.50M | 0.08% | +146,256 | New |
| LPL Financial LLC | 145,263 | $4.46M | 0.00% | −3,672−2.5% | Reduced |
| Kestra Advisory Services, LLC | 142,990 | $4.39M | 0.03% | +8,704+6.5% | Added |
| Quantbot Technologies LP | 140,576 | $4.32M | 0.24% | +140,576 | New |
| Cerity Partners LLC | 138,892 | $4.27M | 0.01% | +63,208+83.5% | Added |
| Wetherby Asset Management Inc | 138,481 | $4.25M | 0.20% | +720+0.5% | Added |
| HighTower Advisors, LLC | 138,581 | $4.25M | 0.01% | +10,782+8.4% | Added |
| Citadel Advisors LLC | 138,368 | $4.25M | 0.00% | +136,132+6,088.2% | Added |
| JustInvest LLC | 135,472 | $4.16M | 0.09% | +16,419+13.8% | Added |
| Quantinno Capital Management LP | 134,528 | $4.13M | 0.09% | +37,250+38.3% | Added |
| 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 |
| Metropolitan Life Insurance Co | 128,390 | $3.95M | 0.17% | −8,876−6.5% | Reduced |
| Dorsey Wright & Associates | 128,274 | $3.94M | 1.03% | −9,304−6.8% | Reduced |
| Marex Group plc | 123,274 | $3.79M | 0.12% | −29,151−19.1% | Reduced |
| United Services Automobile Association | 122,096 | $3.76M | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 115,389 | $3.54M | 0.00% | −849−0.7% | Reduced |
| Mitchell Capital Management Co | 108,554 | $3.33M | 0.64% | +4,927+4.8% | Added |
| Highland Capital Management, LLC | 106,552 | $3.27M | 0.19% | −810−0.8% | Reduced |
| Jupiter Asset Management Ltd | 103,993 | $3.20M | 0.03% | −198,761−65.7% | Reduced |
| GTS Securities LLC | 104,064 | $3.20M | 0.09% | −1,150−1.1% | Reduced |
| MML Investors Services, LLC | 103,796 | $3.19M | 0.01% | +4,168+4.2% | Added |
| Metis Global Partners, LLC | 101,836 | $3.13M | 0.11% | −20,619−16.8% | Reduced |
| Exane Asset Management | 101,465 | $3.12M | 2.41% | +101,465 | New |
| Helios Capital Management Pte. Ltd | 98,224 | $3.02M | 2.12% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 96,552 | $2.97M | 0.99% | +96,552 | New |
| US Bancorp | 87,645 | $2.69M | 0.00% | −1,452−1.6% | Reduced |
| Logan Capital Management Inc | 87,509 | $2.69M | 0.12% | −6,870−7.3% | Reduced |
| Independent Advisor Alliance | 86,931 | $2.67M | 0.10% | −3,258−3.6% | Reduced |
| Hantz Financial Services, Inc. | 86,836 | $2.67M | 0.05% | −3,200−3.6% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 86,700 | $2.66M | 0.23% | +86,700 | New |
| Squarepoint Ops LLC | 84,688 | $2.60M | 0.01% | +84,688 | New |
| Beach Investment Counsel Inc | 84,012 | $2.60M | 0.32% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 84,480 | $2.60M | 0.01% | +7,260+9.4% | Added |
| Point Break Capital Management, LLC | 83,847 | $2.58M | 3.13% | −61,238−42.2% | Reduced |
| Timber Creek Capital Management LLC | 83,591 | $2.57M | 0.80% | +83,591 | New |
| BNP Paribas Arbitrage, SA | 79,352 | $2.44M | 0.00% | +28,938+57.4% | Added |
| Mount Yale Investment Advisors, LLC | 79,269 | $2.44M | 0.19% | +9,373+13.4% | Added |
| Equitable Trust Co | 78,996 | $2.43M | 0.17% | +1,970+2.6% | Added |
| NatWest Group plc | 78,176 | $2.40M | 0.92% | +3,229+4.3% | Added |
| Bridgeway Capital Management, LLC | 75,500 | $2.32M | 0.05% | 00.0% | Unchanged |
| 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 |
| Alaethes Wealth LLC | 74,737 | $2.30M | 1.00% | −623−0.8% | Reduced |
| Cloverfields Capital Group, LP | 73,531 | $2.26M | 0.76% | +73,531 | New |
| Jane Street Group, LLC | 71,451 | $2.19M | 0.00% | +11,414+19.0% | Added |
| Simmons Bank | 71,166 | $2.19M | 0.16% | +322+0.5% | Added |
| Toronto Dominion Bank | 70,500 | $2.17M | 0.00% | −1,331,441−95.0% | Reduced |
| Veriti Management LLC | 69,917 | $2.15M | 0.16% | +4,488+6.9% | Added |
| Signaturefd, LLC | 69,355 | $2.13M | 0.05% | +2,205+3.3% | Added |
| Capital International Sarl | 69,005 | $2.12M | 0.07% | +10,805+18.6% | Added |
| U S Global Investors Inc | 68,000 | $2.09M | 0.17% | +19,500+40.2% | Added |
| Altman Advisors, Inc. | 67,809 | $2.07M | 1.01% | +1,048+1.6% | Added |
| Truist Financial Corp | 66,409 | $2.04M | 0.00% | −32,421−32.8% | Reduced |
| Atria Investments LLC | 65,443 | $2.01M | 0.03% | −8,110−11.0% | Reduced |
| Integrated Wealth Concepts LLC | 65,086 | $2.00M | 0.03% | +382+0.6% | Added |
| Cetera Investment Advisers | 65,029 | $2.00M | 0.00% | +43,800+206.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 63,958 | $1.96M | 0.01% | −6,922−9.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 63,567 | $1.95M | 0.45% | −177−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 63,148 | $1.94M | 0.00% | +28,494+82.2% | Added |