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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 7,600 | $231.6K | 0.03% | +7,600 | New |
| EverSource Wealth Advisors, LLC | 8,554 | $229.7K | 0.02% | +190+2.3% | Added |
| Sage Mountain Advisors LLC | 7,324 | $225.0K | 0.02% | +286+4.1% | Added |
| Old National Bancorp | 7,318 | $224.8K | 0.01% | −2,359−24.4% | Reduced |
| Seven Mile Advisory | 7,252 | $222.8K | 0.17% | +180+2.5% | Added |
| Blair William & Co | 7,187 | $220.8K | 0.00% | +9+0.1% | Added |
| CWM, LLC | 7,063 | $217.0K | 0.00% | +1,121+18.9% | Added |
| Traveka Wealth, LLC | 7,031 | $216.0K | 0.10% | +335+5.0% | Added |
| RMR Wealth Builders | 6,980 | $214.4K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 7,131 | $212.0K | 0.04% | +7,131 | New |
| Axq Capital, LP | 6,900 | $212.0K | 0.05% | −7,800−53.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,891 | $211.7K | 0.02% | −260−3.6% | Reduced |
| Empower Advisory Group, LLC | 6,850 | $210.4K | 0.00% | +115+1.7% | Added |
| Principal Securities, Inc. | 6,767 | $207.9K | 0.01% | −3,034−31.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,718 | $206.4K | 0.03% | −4,866−42.0% | Reduced |
| Cubist Systematic Strategies, LLC | 6,594 | $202.6K | 0.00% | −55,131−89.3% | Reduced |
| Granite Group Advisors, LLC | 6,543 | $201.0K | 0.14% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,483 | $199.2K | 0.01% | −657−9.2% | Reduced |
| GeoWealth Management, LLC | 6,278 | $192.9K | 0.01% | −1,115−15.1% | Reduced |
| Glen Eagle Advisors, LLC | 5,760 | $176.9K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 5,000 | $153.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,894 | $150.3K | 0.06% | +800+19.5% | Added |
| Knights of Columbus Asset Advisors LLC | 4,700 | $144.4K | 0.01% | −320−6.4% | Reduced |
| Allworth Financial LP | 4,496 | $138.1K | 0.00% | −18−0.4% | Reduced |
| Umb Bank N A | 4,443 | $136.5K | 0.00% | +1,806+68.5% | Added |
| SRS Capital Advisors, Inc. | 4,395 | $135.0K | 0.01% | +73+1.7% | Added |
| PEAK6 Investments LLC | 4,322 | $132.8K | 0.01% | +4,322 | New |
| Hexagon Capital Partners LLC | 4,166 | $128.0K | 0.03% | +420+11.2% | Added |
| Bruce G. Allen Investments, LLC | 4,065 | $124.9K | 0.10% | −110−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,003 | $123.0K | 0.00% | +2,334+139.8% | Added |
| Simplex Trading, LLC | 3,480 | $106.0K | 0.00% | −73,575−95.5% | Reduced |
| Massmutual Trust Co FSB | 3,424 | $105.2K | 0.00% | +264+8.4% | Added |
| Emfo, LLC | 3,002 | $92.2K | 0.08% | 00.0% | Unchanged |
| Huntington National Bank | 2,744 | $84.3K | 0.00% | +53+2.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,638 | $81.2K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,614 | $80.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,624 | $80.0K | 0.02% | +167+6.8% | Added |
| Proequities, Inc. | 2,570 | $79.0K | 0.01% | −54−2.1% | Reduced |
| Rothschild Investment LLC | 2,570 | $79.0K | 0.01% | +211+8.9% | Added |
| Harbour Investments, Inc. | 2,327 | $71.5K | 0.00% | +2,327 | New |
| CIBC Private Wealth Group, LLC | 2,040 | $62.2K | 0.00% | +2,040 | New |
| Cacti Asset Management LLC | 2,001 | $61.8K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 2,000 | $61.5K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2,000 | $61.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,952 | $60.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,927 | $59.2K | 0.00% | −153−7.4% | Reduced |
| Activest Wealth Management | 1,817 | $56.0K | 0.03% | +1,706+1,536.9% | Added |
| TD Private Client Wealth LLC | 1,710 | $52.5K | 0.00% | −360−17.4% | Reduced |
| Mather Group, LLC. | 1,661 | $51.3K | 0.00% | +1,661 | New |
| Zions Bancorporation, N.A. | 1,624 | $49.9K | 0.00% | −23−1.4% | Reduced |
| Larson Financial Group LLC | 1,519 | $46.7K | 0.00% | +1,493+5,742.3% | Added |
| RFP Financial Group LLC | 1,429 | $43.9K | 0.02% | +526+58.3% | Added |
| Parkside Financial Bank & Trust | 1,400 | $43.0K | 0.01% | +336+31.6% | Added |
| CKW Financial Group | 1,400 | $43.0K | 0.01% | −1,300−48.1% | Reduced |
| Opal Wealth Advisors, LLC | 1,362 | $41.8K | 0.01% | +1,362 | New |
| Colonial Trust Advisors | 1,272 | $39.1K | 0.00% | +1,250+5,681.8% | Added |
| First Horizon Advisors, Inc. | 1,162 | $35.7K | 0.00% | −381−24.7% | Reduced |
| Continuum Advisory, LLC | 1,191 | $34.5K | 0.01% | +1,191 | New |
| Farther Finance Advisors, LLC | 1,116 | $34.0K | 0.00% | +179+19.1% | Added |
| Rakuten Securities, Inc. | 1,000 | $30.7K | 0.01% | +900+900.0% | Added |
| Community Bank, N.A. | 1,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 914 | $28.1K | 0.00% | +286+45.5% | Added |
| Anchor Investment Management, LLC | 891 | $27.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 871 | $26.8K | 0.00% | +871 | New |
| Householder Group Estate & Retirement Specialist, LLC | 758 | $23.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 691 | $23.2K | 0.00% | −75−9.8% | Reduced |
| JFS Wealth Advisors, LLC | 746 | $22.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 710 | $21.8K | 0.01% | +710 | New |
| Headlands Technologies LLC | 676 | $20.8K | 0.00% | +676 | New |
| GAMMA Investing LLC | 658 | $20.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 651 | $20.0K | 0.00% | −99−13.2% | Reduced |
| Chilton Capital Management LLC | 572 | $17.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 524 | $16.1K | 0.01% | +524 | New |
| Financial Management Professionals, Inc. | 524 | $16.0K | 0.00% | +6+1.2% | Added |
| Gables Capital Management Inc. | 500 | $15.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $15.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 496 | $15.2K | 0.01% | +34+7.4% | Added |
| Redmont Wealth Advisors LLC | 475 | $14.6K | 0.02% | +475 | New |
| Key Financial Inc | 456 | $14.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 464 | $14.0K | 0.00% | +93+25.1% | Added |
| Baldwin Brothers Inc | 448 | $13.8K | 0.00% | +35+8.5% | Added |
| Main Street Group, LTD | 437 | $13.4K | 0.01% | +437 | Added |
| Sound Income Strategies, LLC | 434 | $13.3K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 432 | $13.0K | 0.00% | +432 | New |
| Montag A & Associates Inc | 414 | $12.7K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 410 | $12.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 392 | $12.3K | 0.00% | +392 | New |
| Kayne Anderson Rudnick Investment Management LLC | 394 | $12.1K | 0.00% | +329+506.2% | Added |
| Glass Jacobson Investment Advisors llc | 315 | $9.68K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 314 | $9.65K | 0.00% | +314 | New |
| GPS Wealth Strategies Group, LLC | 311 | $9.55K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $9.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 297 | $9.12K | 0.00% | +297 | New |
| Raffa Wealth Management, LLC | 274 | $8.42K | 0.00% | −224−45.0% | Reduced |
| Penserra Capital Management LLC | 261 | $8.00K | 0.00% | −4,475−94.5% | Reduced |
| Harvest Fund Management Co., Ltd | 252 | $8.00K | 0.00% | −2,567−91.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 235 | $7.22K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 230 | $7.07K | 0.00% | +113+96.6% | Added |
| Paradigm Asset Management Co LLC | 224 | $6.88K | 0.00% | 00.0% | Unchanged |