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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 537 institutions
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 766 institutions
Value heldQ1 2024: $42.3B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026766$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$18.5B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q4 2023.

Institutions holding UBS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Winch Advisory Services, LLC222$6.83K0.00%00.0%Unchanged
Sandy Spring Bank200$6.14K0.00%+200New
Bell Investment Advisors, Inc187$5.75K0.00%−1−0.5%Reduced
WealthCollab, LLC182$5.59K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group180$5.53K0.00%00.0%Unchanged
Federated Hermes, Inc.174$5.34K0.00%00.0%Unchanged
Copeland Capital Management, LLC171$5.25K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc167$5.13K0.00%+167New
CVA Family Office, LLC138$4.24K0.00%00.0%Unchanged
Sofos Investments, Inc.132$4.06K0.00%+131+13,100.0%Added
DecisionPoint Financial, LLC136$3.72K0.00%00.0%Unchanged
Sunbelt Securities, Inc.120$3.69K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC120$3.69K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.126$3.54K0.00%00.0%Unchanged
Beacon Capital Management, LLC111$3.41K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC102$3.13K0.00%+102New
Bokf, NA100$3.05K0.00%−934−90.3%Reduced
Park Place Capital Corp99$3.04K0.00%00.0%Unchanged
First Financial Corp97$2.98K0.00%+97New
Cherry Tree Wealth Management, LLC75$2.30K0.00%+75New
Fortitude Family Office, LLC74$2.27K0.00%00.0%Unchanged
Abound Wealth Management71$2.18K0.00%−6−7.8%Reduced
Kiely Wealth Advisory Group, Inc.75$2.06K0.00%+75New
Avion Wealth65$2.00K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.57$1.75K0.00%+11+23.9%Added
Bogart Wealth, LLC48$1.48K0.00%00.0%Unchanged
AdvisorNet Financial, Inc47$1.44K0.00%+47New
McClarren Financial Advisors, Inc.17$1.00K0.00%+1+6.3%Added
Harbor Investment Advisory, LLC21$6450.00%+21New
Cornerstone Planning Group LLC18$4900.00%+15+500.0%Added
Moisand Fitzgerald Tamayo, LLC9$2770.00%00.0%Unchanged
Semmax Financial Advisors Inc.8$2380.00%00.0%Unchanged
Tucker Asset Management LLC4$1230.00%00.0%Unchanged
GHP Investment Advisors, Inc.1$310.00%00.0%Unchanged
Assetmark, Inc1$220.00%−126−99.2%Reduced
Forsta Ap-Fonden445,261$00.00%−330,431−42.6%Reduced
Covestor Ltd6$00.00%00.0%Unchanged
Causeway Capital Management LLC0$00.00%−4,809,753−100.0%Sold out
Duquesne Family Office LLCSuperinvestorDuquesne Family Office0$00.00%−2,414,735−100.0%Sold out
Coatue Management LLCSuperinvestorCoatue Management0$00.00%−1,778,323−100.0%Sold out
Pinnbrook Capital Management LP0$00.00%−216,435−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−212,246−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−170,391−100.0%Sold out
Power Corp of Canada0$00.00%−152,967−100.0%Sold out
Calamos Advisors LLC0$00.00%−149,425−100.0%Sold out
Connectus Wealth, LLC0$00.00%−113,680−100.0%Sold out
Banco BTG Pactual S.A.0$00.00%−85,000−100.0%Sold out
Ativo Capital Management LLC0$00.00%−41,759−100.0%Sold out
FJ Investments, LLC0$00.00%−39,955−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−35,898−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−23,700−100.0%Sold out
Cutler Group LP0$00.00%−19,769−100.0%Sold out
Centiva Capital, LP0$00.00%−17,413−100.0%Sold out
united american securities inc. (d/b/a uas asset management)0$00.00%−15,000−100.0%Sold out
AE Wealth Management LLC0$00.00%−15,354−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−14,434−100.0%Sold out
XTX Topco Ltd0$00.00%−12,783−100.0%Sold out
Thornburg Investment Management Inc0$00.00%−11,365−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−11,104−100.0%Sold out
Cetera Advisors LLC0$00.00%−10,946−100.0%Sold out
Select Asset Management & Trust0$00.00%−10,750−100.0%Sold out
American Trust0$00.00%−9,217−100.0%Sold out
Victory Capital Management Inc0$00.00%−8,914−100.0%Sold out
Balentine LLC0$00.00%−8,127−100.0%Sold out
Caption Management, LLC0$00.00%−7,700−100.0%Sold out
Sapient Capital LLC0$00.00%−7,613−100.0%Sold out
Monticello Wealth Management, LLC0$00.00%−7,268−100.0%Sold out
Lincoln National Corp0$00.00%−6,927−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−6,905−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−6,501−100.0%Sold out
Grayhawk Investment Strategies Inc.0$00.00%−5,571−100.0%Sold out
LM Advisors LLC0$00.00%−4,244−100.0%Sold out
Advisory Services Network, LLC0$00.00%−3,472−100.0%Sold out
O'Dell Group, LLC0$00.00%−2,356−100.0%Sold out
Naples Money Management LLC0$00.00%−1,646−100.0%Sold out
Acima Private Wealth, LLC0$00.00%−1,378−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−1,048−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−904−100.0%Sold out
Asset Dedication, LLC0$00.00%−289−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−101−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−103−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−50−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−46−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−32−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−4−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−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