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, Q2 2024
Institutional positions in UBS Group AG as of Jun 30, 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
- 554
- +20 vs. Q1 2024
- Shares held
- 1.40B
- +117.6M (+9.1%) vs. Q1 2024
- Total value
- $41.3B
- +$1.91B (+4.9%) vs. Q1 2024
- New holders
- 76
- 216 more added
- Sold out
- 56
- 180 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 168,288,869 | $4.95B | 0.74% | +2,261,571+1.4% | Added |
| UBS Group AG | 156,592,494 | $4.63B | 1.42% | +15,862,961+11.3% | Added |
| Vanguard Group Inc | 124,943,066 | $3.69B | 0.07% | +9,413,685+8.1% | Added |
| Massachusetts Financial Services Co | 98,123,310 | $2.90B | 0.89% | −2,437,646−2.4% | Reduced |
| UBS Asset Management Americas Inc | 89,043,128 | $2.63B | 0.75% | +89,043,128 | New |
| Dodge & Cox | 73,442,242 | $2.16B | 1.29% | −1,980,700−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,060,137 | $1.59B | 5.17% | +5,508,422+11.3% | Added |
| FMR LLC | 49,329,403 | $1.45B | 0.09% | −14,026,184−22.1% | Reduced |
| Cevian Capital II GP LTD | 43,787,401 | $1.29B | 43.57% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 42,664,848 | $1.26B | 0.11% | +808,178+1.9% | Added |
| Capital World Investors | 39,269,674 | $1.15B | 0.19% | +1,062,010+2.8% | Added |
| Arrowstreet Capital, Limited Partnership | 33,338,213 | $982.4M | 0.86% | +4,780,103+16.7% | Added |
| Pictet Asset Management Holding SA | 29,928,576 | $880.9M | 1.01% | −1,222,609−3.9% | Reduced |
| Legal & General Group Plc | 27,976,521 | $823.5M | 0.23% | +27,613,872+7,614.5% | Added |
| Pzena Investment Management LLC | 29,951,235 | $792.2M | 2.79% | +280,696+0.9% | Added |
| Deutsche Bank AG | 21,118,236 | $623.8M | 0.28% | −6,323,587−23.0% | Reduced |
| Amundi | 18,609,449 | $564.6M | 0.22% | −761,391−3.9% | Reduced |
| Goldman Sachs Group Inc | 17,724,101 | $523.6M | 0.10% | −6,490,509−26.8% | Reduced |
| Vontobel Holding Ltd. | 16,117,613 | $474.4M | 1.54% | +1,379,794+9.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,860,064 | $378.6M | 0.42% | −399,674−3.0% | Reduced |
| Nuveen Asset Management, LLC | 12,300,721 | $362.3M | 0.11% | −2,018,262−14.1% | Reduced |
| Wellington Management Group LLP | 11,401,590 | $335.6M | 0.06% | +4,496,405+65.1% | Added |
| Morgan Stanley | 10,009,640 | $295.7M | 0.02% | −1,502,256−13.0% | Reduced |
| Acadian Asset Management LLC | 9,779,265 | $287.8M | 0.89% | +1,649,115+20.3% | Added |
| Bank of New York Mellon Corp | 9,119,874 | $269.4M | 0.05% | −367,962−3.9% | Reduced |
| Bank of America Corp | 8,630,696 | $255.0M | 0.02% | −1,898,654−18.0% | Reduced |
| Canada Pension Plan Investment Board | 8,630,819 | $254.0M | 0.25% | +843,903+10.8% | Added |
| Royal Bank of Canada | 7,864,798 | $232.3M | 0.06% | +214,112+2.8% | Added |
| Banque Cantonale Vaudoise | 7,631,688 | $224.6M | 8.93% | +476,078+6.7% | Added |
| Royal London Asset Management Ltd | 7,105,268 | $209.9M | 0.54% | −537,728−7.0% | Reduced |
| FIL Ltd | 7,081,061 | $208.5M | 0.21% | +820,656+13.1% | Added |
| Citigroup Inc | 7,060,099 | $207.8M | 0.20% | −3,393,665−32.5% | Reduced |
| ARGA Investment Management, LP | 6,519,904 | $192.0M | 6.74% | +389,518+6.4% | Added |
| Russell Investments Group, Ltd. | 5,696,198 | $167.6M | 0.27% | −772,900−11.9% | Reduced |
| WCM Investment Management, LLC | 5,275,437 | $155.3M | 0.37% | −34,627−0.7% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,186,506 | $152.7M | 0.59% | +5,186,506 | New |
| Susquehanna International Securities, Ltd. | 5,016,425 | $148.2M | 54.33% | +3,103,747+162.3% | Added |
| Natixis Advisors, L.P. | 4,949,855 | $146.2M | 0.32% | +336,813+7.3% | Added |
| DekaBank Deutsche Girozentrale | 4,698,760 | $141.2M | 0.25% | +332,338+7.6% | Added |
| AXA S.A. | 4,441,397 | $131.2M | 0.39% | +905,612+25.6% | Added |
| M&G Plc | 4,372,181 | $126.5M | 0.75% | −1,220,235−21.8% | Reduced |
| Aviva PLC | 4,181,176 | $123.0M | 0.34% | −242,681−5.5% | Reduced |
| Allianz Asset Management GmbH | 4,145,372 | $122.0M | 0.20% | −541,409−11.6% | Reduced |
| Korea Investment CORP | 3,826,322 | $112.6M | 0.28% | −170,683−4.3% | Reduced |
| BlackRock Inc. | 3,780,238 | $111.7M | 0.00% | +681,292+22.0% | Added |
| LGT Group Foundation | 3,429,731 | $101.3M | 1.60% | +594,347+21.0% | Added |
| Northern Trust Corp | 3,370,203 | $99.6M | 0.02% | +25,408+0.8% | Added |
| Ameriprise Financial Inc | 2,828,923 | $83.2M | 0.02% | +184,375+7.0% | Added |
| Liontrust Investment Partners LLP | 2,537,727 | $74.7M | 1.06% | +142,982+6.0% | Added |
| Optiver Holding B.V. | 2,467,461 | $72.9M | 1.41% | +2,467,461 | New |
| Compagnie Lombard Odier SCmA | 2,474,995 | $72.9M | 1.23% | +361,876+17.1% | Added |
| Captrust Financial Advisors | 2,184,024 | $64.5M | 0.21% | −260,110−10.6% | Reduced |
| HSBC Holdings PLC | 2,173,977 | $63.9M | 0.04% | +1,377,271+172.9% | Added |
| Bank of Montreal | 2,149,849 | $63.8M | 0.03% | −7,683,787−78.1% | Reduced |
| Invesco Ltd. | 2,052,602 | $60.6M | 0.01% | +252,635+14.0% | Added |
| Patient Capital Management, LLC | 2,028,937 | $59.9M | 3.18% | −310,963−13.3% | Reduced |
| Janus Henderson Group PLC | 2,029,403 | $59.7M | 0.03% | −1,218,086−37.5% | Reduced |
| Mackenzie Financial Corp | 1,848,918 | $54.4M | 0.08% | −433,275−19.0% | Reduced |
| Great West Life Assurance Co | 1,825,562 | $53.8M | 0.10% | −194,401−9.6% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,817,211 | $53.5M | 1.26% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 1,813,088 | $53.4M | 0.34% | +62,844+3.6% | Added |
| Envestnet Asset Management Inc | 1,767,391 | $52.2M | 0.02% | −65,936−3.6% | Reduced |
| Brandes Investment Partners, LP | 1,734,460 | $51.2M | 0.63% | −134,417−7.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,570,650 | $46.2M | 0.11% | +1,570,650 | New |
| Franklin Resources Inc | 1,539,143 | $45.2M | 0.01% | −244,215−13.7% | Reduced |
| State of Tennessee, Treasury Department | 1,458,013 | $42.9M | 0.16% | +7,755+0.5% | Added |
| Manufacturers Life Insurance Company, The | 1,390,667 | $40.9M | 0.04% | −9,603−0.7% | Reduced |
| TD Asset Management Inc | 1,335,628 | $39.3M | 0.04% | +116,412+9.5% | Added |
| Todd Asset Management LLC | 1,029,044 | $30.4M | 0.63% | −116,056−10.1% | Reduced |
| Raymond James & Associates | 1,002,585 | $29.6M | 0.02% | +102,845+11.4% | Added |
| Levin Capital Strategies, L.P. | 925,229 | $27.3M | 2.89% | −83,081−8.2% | Reduced |
| American Century Companies Inc | 914,241 | $27.0M | 0.02% | +26,660+3.0% | Added |
| Wells Fargo & Company | 841,483 | $24.9M | 0.01% | +7,625+0.9% | Added |
| Alliancebernstein L.P. | 785,176 | $23.2M | 0.01% | +62,934+8.7% | Added |
| Alyeska Investment Group, L.P. | 741,390 | $21.9M | 0.13% | −558,059−42.9% | Reduced |
| J. Safra Sarasin Holding AG | 737,478 | $21.7M | 0.40% | +737,478 | New |
| Zurich Insurance Group Ltd | 708,352 | $20.9M | 0.18% | −364,208−34.0% | Reduced |
| Neuberger Berman Group LLC | 696,576 | $20.6M | 0.02% | +461,083+195.8% | Added |
| Jupiter Asset Management Ltd | 690,642 | $20.3M | 0.19% | +586,649+564.1% | Added |
| Credit Agricole S A | 668,986 | $19.8M | 0.12% | +261,940+64.4% | Added |
| Banque Pictet & Cie SA | 663,400 | $19.5M | 0.20% | −3,671−0.6% | Reduced |
| Pictet North America Advisors SA | 662,355 | $19.5M | 2.12% | 00.0% | Unchanged |
| Mangrove Partners | 659,546 | $19.5M | 1.75% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 614,091 | $18.1M | 0.03% | −487,700−44.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 586,250 | $17.3M | 0.16% | −69,000−10.5% | Reduced |
| Stifel Financial Corp | 566,438 | $16.7M | 0.02% | −29,383−4.9% | Reduced |
| Channing Global Advisors, LLC | 559,170 | $16.5M | 13.77% | +27,879+5.2% | Added |
| Edmond de Rothschild Holding S.A. | 548,786 | $16.1M | 0.27% | −9,498−1.7% | Reduced |
| Voya Investment Management LLC | 545,346 | $16.1M | 0.02% | +8,890+1.7% | Added |
| Baker Avenue Asset Management, LP | 508,887 | $15.0M | 0.51% | −3,128−0.6% | Reduced |
| Mutual of America Capital Management LLC | 508,106 | $14.9M | 0.16% | −149,054−22.7% | Reduced |
| Moran Wealth Management, LLC | 500,759 | $14.8M | 0.49% | +4,377+0.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 488,374 | $14.4M | 0.05% | +28,541+6.2% | Added |
| Janney Capital Management LLC | 478,605 | $14.1M | 1.00% | −28,735−5.7% | Reduced |
| USS Investment Management Ltd | 468,792 | $13.8M | 0.11% | +9,438+2.1% | Added |
| Henry James International Management, Inc. | 434,647 | $12.8M | 4.54% | −63,136−12.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 429,391 | $12.7M | 0.13% | −66,822−13.5% | Reduced |
| QRG Capital Management, Inc. | 409,680 | $12.1M | 0.14% | −37,227−8.3% | Reduced |
| Promethos Capital, LLC | 400,804 | $11.9M | 4.50% | +40,558+11.3% | Added |
| Gardner Lewis Asset Management L P | 377,712 | $11.2M | 3.11% | 00.0% | Unchanged |