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 |
|---|---|---|---|---|---|
| Allianz SE | 17,760 | $547.0K | 0.02% | +17,760 | New |
| Eqis Capital Management, Inc. | 17,780 | $546.2K | 0.04% | −1,480−7.7% | Reduced |
| Boston Private Wealth LLC | 17,647 | $542.1K | 0.01% | −4,969−22.0% | Reduced |
| Wedbush Securities Inc | 17,383 | $534.0K | 0.02% | +10,630+157.4% | Added |
| Alps Advisors Inc | 17,341 | $532.7K | 0.00% | −889−4.9% | Reduced |
| Oppenheimer Asset Management Inc. | 16,623 | $510.7K | 0.01% | −17,196−50.8% | Reduced |
| PDS Planning, Inc | 16,554 | $508.5K | 0.05% | +1,250+8.2% | Added |
| Sage Rhino Capital LLC | 16,198 | $497.6K | 0.12% | +128+0.8% | Added |
| FDx Advisors, Inc. | 16,181 | $497.0K | 0.08% | −418−2.5% | Reduced |
| HRT Financial LP | 16,162 | $496.0K | 0.00% | −4,644−22.3% | Reduced |
| Parallel Advisors, LLC | 16,132 | $495.6K | 0.01% | +1,262+8.5% | Added |
| Gradient Investments LLC | 16,128 | $495.5K | 0.01% | −1,878−10.4% | Reduced |
| Perigon Wealth Management, LLC | 15,324 | $470.8K | 0.01% | +909+6.3% | Added |
| Clearstead Advisors, LLC | 15,672 | $465.1K | 0.02% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 14,930 | $458.6K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 14,908 | $458.0K | 0.11% | +1,002+7.2% | Added |
| First National Bank of Hutchinson | 14,676 | $450.8K | 0.30% | +74+0.5% | Added |
| Dakota Wealth Management | 14,596 | $448.4K | 0.01% | −677−4.4% | Reduced |
| Gallacher Capital Management LLC | 14,397 | $442.3K | 0.22% | −291−2.0% | Reduced |
| NBC Securities, Inc. | 14,281 | $438.0K | 0.04% | −610−4.1% | Reduced |
| Callan Capital, LLC | 14,255 | $437.9K | 0.04% | +14,255 | New |
| Coldstream Capital Management Inc | 13,770 | $423.0K | 0.01% | +724+5.5% | Added |
| Davenport & Co LLC | 13,751 | $422.4K | 0.00% | +222+1.6% | Added |
| TD Waterhouse Canada Inc. | 14,339 | $421.3K | 0.00% | +4,225+41.8% | Added |
| Brown Advisory Inc | 13,671 | $420.0K | 0.00% | +13,671 | New |
| Cipher Capital LP | 13,291 | $408.3K | 0.19% | +13,291 | New |
| Guggenheim Capital LLC | 13,175 | $404.7K | 0.00% | +4,548+52.7% | Added |
| Caas Capital Management LP | 13,000 | $399.4K | 0.17% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 12,882 | $395.7K | 0.27% | −188−1.4% | Reduced |
| American Trust Investment Advisors, LLC | 12,780 | $392.6K | 0.19% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 12,665 | $389.1K | 0.05% | −2,961−18.9% | Reduced |
| Ieq Capital, LLC | 12,648 | $388.6K | 0.01% | −2,673−17.4% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $388.4K | 0.32% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 12,558 | $385.8K | 0.01% | +342+2.8% | Added |
| Lindbrook Capital, LLC | 12,381 | $380.3K | 0.04% | +204+1.7% | Added |
| Colony Group, LLC | 12,312 | $378.0K | 0.00% | −1,851−13.1% | Reduced |
| Seed Wealth Management, Inc. | 12,245 | $373.2K | 0.36% | −890−6.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 12,135 | $373.2K | 0.00% | −481−3.8% | Reduced |
| Mediolanum International Funds Ltd | 13,054 | $368.8K | 0.01% | +13,054 | New |
| Ascent Group, LLC | 11,998 | $368.6K | 0.03% | −318−2.6% | Reduced |
| Ronald Blue Trust, Inc. | 11,883 | $365.0K | 0.01% | +1,911+19.2% | Added |
| Sowell Financial Services LLC | 11,767 | $361.0K | 0.02% | +1,652+16.3% | Added |
| Bleakley Financial Group, LLC | 11,734 | $360.5K | 0.01% | +2,122+22.1% | Added |
| Simplicity Wealth,LLC | 11,734 | $360.5K | 0.01% | +11,734 | New |
| Claro Advisors LLC | 11,682 | $358.9K | 0.06% | +1,823+18.5% | Added |
| Pinnacle Associates Ltd | 11,623 | $357.1K | 0.01% | −1,500−11.4% | Reduced |
| Wrapmanager Inc | 11,350 | $348.7K | 0.10% | −235−2.0% | Reduced |
| Shilanski & Associates, Inc. | 11,349 | $348.6K | 0.12% | −134−1.2% | Reduced |
| Financial Counselors Inc | 11,279 | $346.5K | 0.01% | −4,775−29.7% | Reduced |
| D'Orazio & Associates, Inc. | 11,264 | $346.0K | 0.06% | +381+3.5% | Added |
| Synovus Financial Corp | 11,245 | $345.4K | 0.00% | +66+0.6% | Added |
| Tudor Investment Corp Et Al | 11,189 | $343.7K | 0.00% | −9,140−45.0% | Reduced |
| Investors Research Corp | 11,118 | $341.5K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 10,751 | $330.3K | 0.09% | +449+4.4% | Added |
| JGP Global Gestao de Recursos Ltda. | 10,723 | $329.4K | 0.21% | +10,723 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,485 | $322.1K | 0.04% | +1,032+10.9% | Added |
| Werba Rubin Papier Wealth Management | 10,459 | $321.3K | 0.09% | +109+1.1% | Added |
| Stephens Inc | 10,432 | $320.5K | 0.00% | −444−4.1% | Reduced |
| CAPROCK Group, Inc. | 10,373 | $318.7K | 0.02% | +338+3.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,310 | $316.7K | 0.01% | −1,395−11.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,074 | $309.5K | 0.01% | −410−3.9% | Reduced |
| Gamco Investors, Inc. Et Al | 10,060 | $309.0K | 0.00% | +60+0.6% | Added |
| Diligent Investors, LLC | 10,051 | $308.8K | 0.08% | +30.0% | Added |
| Calamos Wealth Management LLC | 10,015 | $307.7K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 9,967 | $306.2K | 0.05% | −300−2.9% | Reduced |
| Aprio Wealth Management, LLC | 9,956 | $305.8K | 0.06% | +891+9.8% | Added |
| Thrivent Financial for Lutherans | 9,934 | $305.0K | 0.00% | +850+9.4% | Added |
| Covenant Partners, LLC | 9,908 | $304.4K | 0.09% | −11,138−52.9% | Reduced |
| Verition Fund Management LLC | 9,888 | $303.8K | 0.00% | +3,376+51.8% | Added |
| Optas, LLC | 9,767 | $300.0K | 0.08% | −16−0.2% | Reduced |
| L & S Advisors Inc | – | $299.7K | 0.03% | – | – |
| D.A. Davidson & Co. | 9,730 | $298.9K | 0.00% | −73−0.7% | Reduced |
| Financial Advocates Investment Management | 9,584 | $294.4K | 0.02% | +228+2.4% | Added |
| Fox Run Management, L.L.C. | 9,507 | $292.1K | 0.06% | −1,379−12.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 9,484 | $291.3K | 0.00% | +50+0.5% | Added |
| Mission Wealth Management, LP | 9,408 | $289.0K | 0.01% | +9,408 | New |
| Keel Point, LLC | 9,348 | $287.2K | 0.03% | −41−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 9,281 | $285.1K | 0.00% | +1,468+18.8% | Added |
| Great Lakes Advisors, LLC | 9,218 | $283.2K | 0.00% | +631+7.3% | Added |
| Chesapeake Asset Management LLC | 9,200 | $282.9K | 0.28% | +4,250+85.9% | Added |
| Blueshift Asset Management, LLC | 9,164 | $281.5K | 0.15% | +9,164 | New |
| Commerce Bank | 9,069 | $278.6K | 0.00% | −18−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,005 | $276.6K | 0.01% | +9,005 | New |
| Five Oceans Advisors | 8,771 | $269.4K | 0.14% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 8,709 | $268.2K | 0.01% | +8,709 | New |
| Genus Capital Management Inc. | 8,704 | $267.4K | 0.03% | +8,704 | New |
| OneAscent Financial Services LLC | 8,595 | $264.0K | 0.03% | +590+7.4% | Added |
| AQR Capital Management LLC | 8,546 | $262.5K | 0.00% | +8,546 | New |
| We Are One Seven, LLC | 8,448 | $259.5K | 0.01% | −653−7.2% | Reduced |
| 180 Wealth Advisors, LLC | 8,440 | $259.3K | 0.05% | −1,898−18.4% | Reduced |
| Cozad Asset Management Inc | 8,286 | $254.5K | 0.03% | −432−5.0% | Reduced |
| Advisor OS, LLC | 8,238 | $253.1K | 0.03% | +535+6.9% | Added |
| Fiduciary Trust Co | 8,075 | $248.1K | 0.00% | +10.0% | Added |
| Hilltop Holdings Inc. | 7,990 | $245.7K | 0.03% | −8−0.1% | Reduced |
| British Columbia Investment Management Corp | 7,871 | $242.2K | 0.00% | −1,890−19.4% | Reduced |
| First City Capital Management, Inc. | 7,879 | $242.0K | 0.13% | −150−1.9% | Reduced |
| Leuthold Group, LLC | 7,715 | $237.0K | 0.03% | +7,715 | New |
| Park National Corp | 7,645 | $234.9K | 0.01% | +1,090+16.6% | Added |
| Fullerton Fund Management Co Ltd. | 7,576 | $232.7K | 0.01% | −197,927−96.3% | Reduced |
| Wedmont Private Capital | 7,526 | $231.8K | 0.02% | +231+3.2% | Added |