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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 62,336 | $1.91M | 0.01% | +42,376+212.3% | Added |
| Bessemer Group Inc | 62,016 | $1.91M | 0.00% | +2,387+4.0% | Added |
| Cigna Investments Inc | 61,655 | $1.90M | 0.36% | −205−0.3% | Reduced |
| Yousif Capital Management, LLC | 60,133 | $1.85M | 0.02% | −1,220−2.0% | Reduced |
| Qtron Investments LLC | 58,957 | $1.82M | 0.26% | +20,831+54.6% | Added |
| Schonfeld Strategic Advisors LLC | 58,892 | $1.81M | 0.01% | +58,892 | New |
| Parallax Volatility Advisers, L.P. | 58,397 | $1.79M | 0.05% | +29,790+104.1% | Added |
| Legacy Wealth Asset Management, LLC | 56,937 | $1.75M | 0.49% | +1,329+2.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 56,924 | $1.75M | 0.13% | −21,822−27.7% | Reduced |
| Forum Financial Management, LP | 56,356 | $1.73M | 0.03% | +2,505+4.7% | Added |
| Lord, Abbett & Co. LLC | 56,100 | $1.73M | 0.01% | +879+1.6% | Added |
| Banco Santander, S.A. | 55,154 | $1.69M | 0.02% | −13,760−20.0% | Reduced |
| Aquatic Capital Management LLC | 54,800 | $1.68M | 0.06% | −35,700−39.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 53,821 | $1.65M | 0.87% | −289−0.5% | Reduced |
| JBF Capital, Inc. | 52,500 | $1.61M | 0.26% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 51,563 | $1.58M | 1.12% | −1,766−3.3% | Reduced |
| Syon Capital LLC | 51,473 | $1.58M | 0.15% | +2,298+4.7% | Added |
| CI Private Wealth, LLC | 51,336 | $1.58M | 0.00% | +8,836+20.8% | Added |
| Susquehanna International Group, LLP | 50,289 | $1.54M | 0.00% | +40,415+409.3% | Added |
| Credit Capital Investments LLC | 50,000 | $1.54M | 1.90% | −15,000−23.1% | Reduced |
| Inspire Trust Co, N.A. | 49,417 | $1.52M | 0.85% | +22,780+85.5% | Added |
| Pitcairn Co | 49,330 | $1.52M | 0.10% | +34,624+235.4% | Added |
| Seven Eight Capital, LP | 48,666 | $1.50M | 0.16% | −515−1.0% | Reduced |
| Greenleaf Trust | 47,954 | $1.47M | 0.01% | +85+0.2% | Added |
| Rhumbline Advisers | 47,643 | $1.46M | 0.00% | 00.0% | Unchanged |
| Ossiam | 47,264 | $1.46M | 0.03% | −121,750−72.0% | Reduced |
| Wolverine Trading, LLC | 47,324 | $1.45M | 0.01% | +28,998+158.2% | Added |
| Nordwand Advisors, LLC | 46,513 | $1.43M | 0.56% | 00.0% | Unchanged |
| Group One Trading, L.P. | 45,965 | $1.41M | 0.05% | −125,348−73.2% | Reduced |
| Morningstar Investment Services LLC | 44,209 | $1.39M | 0.02% | −44,211−50.0% | Reduced |
| GWM Advisors LLC | 45,081 | $1.38M | 0.01% | +19,051+73.2% | Added |
| Fiera Capital Corp | 43,625 | $1.34M | 0.00% | +34,275+366.6% | Added |
| Baker Ellis Asset Management LLC | 43,100 | $1.32M | 0.20% | +100+0.2% | Added |
| Vident Advisory, LLC | 42,548 | $1.31M | 0.03% | +5,790+15.8% | Added |
| Bayesian Capital Management, LP | 42,400 | $1.30M | 0.12% | +42,400 | New |
| Park Avenue Securities LLC | 41,868 | $1.29M | 0.02% | −13,798−24.8% | Reduced |
| Legacy Capital Group California, Inc. | 40,884 | $1.26M | 0.46% | −1,893−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 40,725 | $1.25M | 0.00% | −125,086−75.4% | Reduced |
| Schechter Investment Advisors, LLC | 40,493 | $1.24M | 0.09% | +5,121+14.5% | Added |
| Vise Technologies, Inc. | 40,419 | $1.24M | 0.24% | +2,416+6.4% | Added |
| SOL Capital Management CO | 40,330 | $1.24M | 0.16% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 40,222 | $1.24M | 0.04% | −2,881−6.7% | Reduced |
| LGT Fund Management Co Ltd. | 39,388 | $1.21M | 0.50% | +26,188+198.4% | Added |
| Lake Street Advisors Group, LLC | 37,665 | $1.16M | 0.05% | +2,229+6.3% | Added |
| Gabelli Funds LLC | 37,000 | $1.14M | 0.01% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 36,826 | $1.13M | 1.99% | 00.0% | Unchanged |
| Bailard, Inc. | 36,267 | $1.11M | 0.03% | +815+2.3% | Added |
| BTC Capital Management, Inc. | 36,186 | $1.11M | 0.10% | +36,186 | New |
| Quadrant Capital Group LLC | 35,532 | $1.09M | 0.09% | +1,144+3.3% | Added |
| TownSquare Capital, LLC | 35,340 | $1.09M | 0.02% | +2,638+8.1% | Added |
| Kathmere Capital Management, LLC | 34,652 | $1.06M | 0.12% | +1,346+4.0% | Added |
| Zhang Financial LLC | 34,337 | $1.05M | 0.08% | +11,255+48.8% | Added |
| Private Advisor Group, LLC | 34,303 | $1.05M | 0.01% | −4,727−12.1% | Reduced |
| MAI Capital Management | 34,179 | $1.05M | 0.01% | −57−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 33,739 | $1.04M | 0.01% | +1,332+4.1% | Added |
| Diversify Advisory Services, LLC | 33,971 | $1.04M | 0.06% | +33,971 | New |
| Centennial Bank | 33,628 | $1.03M | 0.53% | −205−0.6% | Reduced |
| Atlas Capital Advisors LLC | 33,367 | $1.03M | 0.16% | −939−2.7% | Reduced |
| Janney Montgomery Scott LLC | 32,967 | $1.01M | 0.00% | +8,458+34.5% | Added |
| First Hawaiian Bank | 32,719 | $1.01M | 0.03% | −10,550−24.4% | Reduced |
| Atomi Financial Group, Inc. | 31,706 | $974.0K | 0.09% | +4,861+18.1% | Added |
| Connable Office Inc | 30,659 | $941.8K | 0.11% | +30,659 | New |
| AdvisorShares Investments LLC | 30,513 | $937.4K | 0.16% | −4,190−12.1% | Reduced |
| Ballentine Partners, LLC | 30,076 | $923.9K | 0.02% | +3,784+14.4% | Added |
| Clarius Group, LLC | 30,049 | $923.4K | 0.06% | −953−3.1% | Reduced |
| Personal Cfo Solutions, LLC | 29,524 | $907.0K | 0.14% | +29,524 | New |
| Transatlantique Private Wealth LLC | 29,222 | $899.0K | 0.39% | −60,566−67.5% | Reduced |
| Raymond James Trust N.A. | 29,111 | $894.3K | 0.02% | −1,333−4.4% | Reduced |
| Advisors Capital Management, LLC | 28,554 | $877.0K | 0.02% | +928+3.4% | Added |
| ABN AMRO Bank N.V. | 28,300 | $868.1K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 28,248 | $867.8K | 0.00% | −577−2.0% | Reduced |
| Fifth Third Bancorp | 27,934 | $858.1K | 0.00% | −11,904−29.9% | Reduced |
| Tower Research Capital LLC (TRC) | 27,048 | $830.9K | 0.02% | +3,896+16.8% | Added |
| Advisors Asset Management, Inc. | 26,972 | $828.6K | 0.02% | −2,225−7.6% | Reduced |
| Cullinan Associates Inc | 26,500 | $814.1K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 26,360 | $809.8K | 0.06% | −1,741−6.2% | Reduced |
| Liberty One Investment Management, LLC | 26,230 | $805.8K | 0.09% | −10,154−27.9% | Reduced |
| Valeo Financial Advisors, LLC | 29,144 | $797.4K | 0.03% | +772+2.7% | Added |
| Cookson Peirce & Co Inc | 25,916 | $796.0K | 0.04% | −146−0.6% | Reduced |
| Stamos Capital Partners, L.P. | 25,690 | $789.2K | 0.18% | +8,590+50.2% | Added |
| Beverly Hills Private Wealth, LLC | 25,662 | $788.3K | 0.18% | −465−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,263 | $776.1K | 0.00% | −4,606−15.4% | Reduced |
| Greenwich Wealth Management LLC | 24,847 | $763.0K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 24,088 | $740.0K | 0.03% | +1,183+5.2% | Added |
| National Asset Management, Inc. | 29,916 | $737.4K | 0.02% | +7,508+33.5% | Added |
| United Capital Financial Advisers, LLC | 23,469 | $721.0K | 0.01% | −2,615−10.0% | Reduced |
| IMC-Chicago, LLC | 23,300 | $715.8K | 0.02% | +23,300 | New |
| Wealth Enhancement Advisory Services, LLC | 23,299 | $715.7K | 0.00% | −7,931−25.4% | Reduced |
| Ethic Inc. | 22,686 | $696.9K | 0.02% | +266+1.2% | Added |
| Compton Wealth Advisory Group, LLC | 22,591 | $694.0K | 0.19% | +10,000+79.4% | Added |
| Checchi Capital Advisers, LLC | 22,314 | $685.5K | 0.05% | −1,194−5.1% | Reduced |
| Jefferies Financial Group Inc. | 21,736 | $667.7K | 0.01% | −98,424−81.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 20,332 | $624.6K | 0.04% | −37−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,949 | $613.0K | 0.00% | +522+2.7% | Added |
| 1832 Asset Management L.P. | 19,800 | $608.3K | 0.00% | −559,511−96.6% | Reduced |
| Virtu Financial LLC | 19,475 | $598.0K | 0.05% | +5,099+35.5% | Added |
| Solstein Capital, LLC | 19,334 | $594.9K | 0.41% | −8,683−31.0% | Reduced |
| Prudential Financial Inc | 19,025 | $584.4K | 0.00% | −4,438−18.9% | Reduced |
| Spire Wealth Management | 17,987 | $552.6K | 0.01% | −5,000−21.8% | Reduced |
| Winning Points Advisors, LLC | 17,821 | $550.7K | 0.85% | 00.0% | Unchanged |