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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; 767 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.

Q2 2024 vs. Q1 2024

How the institutions holding UBS Group AG changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of UBS: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders5373554+20
Shares1.38B95.4M1.40B+117.6M (+9.1%)
Value$42.3B$2.93B$41.3B+$1.91B (+4.9%)

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held UBS Group AG at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to UBS in Q2 2024
InstitutionSharesValue% of portfolio
UBS Asset Management Americas Inc89,043,128$2.63B0.75%
Viking Global Investors LPSuperinvestorViking Global Investors5,186,506$152.7M0.59%
Optiver Holding B.V.2,467,461$72.9M1.41%
Caisse de Depot Et Placement du Quebec1,570,650$46.2M0.11%
J. Safra Sarasin Holding AG737,478$21.7M0.40%
Point72 Hong Kong Ltd173,599$5.13M0.31%
Sienna Gestion156,978$4.62M0.41%
Two Sigma Advisers, LP107,856$3.19M0.01%
D. E. Shaw & Co., Inc.99,610$2.94M0.00%
Systrade AG100,000$2.94M5.02%
Price T Rowe Associates Inc88,900$2.63M0.00%
Permanent Capital Management, LP69,327$2.34M0.49%
Investment House LLC64,818$1.91M0.11%
RSM US Wealth Management LLC58,449$1.75M0.03%
Himension Fund51,837$1.53M0.11%
Summit Global Investments47,732$1.41M0.10%
Campbell & CO Investment Adviser LLC42,518$1.26M0.11%
Balyasny Asset Management LLC41,238$1.22M0.00%
Kovitz Investment Group Partners, LLC35,448$1.05M0.01%
Trivant Custom Portfolio Group, LLC33,150$979.3K0.60%
Avantax Advisory Services, Inc.30,985$915.3K0.01%
Diversify Wealth Management, LLC29,382$821.8K0.10%
Sanctuary Advisors, LLC26,446$724.1K0.01%
Sciencast Management LP20,789$614.1K0.21%
XTX Topco Ltd16,212$478.9K0.04%
Thoroughbred Financial Services, LLC16,016$473.0K0.03%
Bridgewater Advisors Inc.14,477$436.8K0.05%
Centiva Capital, LP14,158$418.2K0.02%
Two Sigma Securities, LLC13,766$406.6K0.02%
Qsemble Capital Management, LP12,668$374.2K0.07%
Scientech Research LLC12,562$371.1K0.08%
Macquarie Group Ltd14,000$370.3K0.00%
Sax Wealth Advisors, LLC11,773$347.8K0.03%
Barometer Capital Management Inc.10,889$321.7K0.12%
GenTrust, LLC9,918$293.0K0.02%
Legacy Financial Advisors, Inc.9,256$273.4K0.05%
Engineers Gate Manager LP9,036$266.9K0.01%
Harbour Capital Advisors, LLC8,825$264.2K0.06%
Keybank National Association8,454$249.7K0.00%
Columbia Asset Management8,268$244.0K0.05%
Readystate Asset Management LP7,511$221.9K0.01%
Lighthouse Investment Partners, LLC7,440$219.8K0.01%
Resources Investment Advisors, LLC.7,323$216.3K0.00%
Westover Capital Advisors, LLC7,300$215.6K0.06%
Cromwell Holdings LLC7,242$213.9K0.13%
Angeles Investment Advisors, LLC7,175$211.9K0.01%
Chicago Trust Co NA6,797$200.8K0.04%
Point72 Asset Management, L.P.6,400$189.1K0.00%
State of Wyoming5,847$172.7K0.03%
Venturi Wealth Management, LLC4,096$121.0K0.01%
Hilltop National Bank2,573$76.0K0.02%
Advisory Services Network, LLC1,794$53.0K0.00%
Ashton Thomas Private Wealth, LLC1,706$50.4K0.00%
Nisa Investment Advisors, LLC1,400$41.4K0.00%
Addison Advisors LLC578$17.1K0.01%
Allspring Global Investments Holdings, LLC540$16.0K0.00%
Private Ocean, LLC367$10.8K0.00%
Coppell Advisory Solutions LLC271$8.01K0.00%
Grove Bank & Trust210$6.20K0.00%
Great Lakes Retirement, Inc.200$5.91K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.184$5.43K0.00%
ORG Partners LLC181$5.42K0.00%
Westside Investment Management, Inc.179$5.29K0.00%
Family Firm, Inc.153$4.52K0.00%
Johnson Financial Group, Inc.139$4.11K0.00%
McMahon Financial Advisors, LLC99$2.92K0.00%
Richardson Capital Management LLC89$2.63K0.00%
Colonial Trust Co80$2.36K0.00%
Tyler-Stone Wealth Management66$1.95K0.00%
Brown Financial Advisors54$1.59K0.00%
Mendota Financial Group, LLC44$1.30K0.00%
CoreCap Advisors, LLC41$1.21K0.00%
Creekmur Asset Management LLC36$1.06K0.00%
Highline Wealth Partners LLC34$1.00K0.00%
Lynx Investment Advisory11$3250.00%
Tortoise Investment Management, LLC3$890.00%

Sold out (56)

Institutions that held UBS Group AG at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of UBS in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Sumitomo Mitsui Trust Holdings, Inc.7,199,245$221.6M
Azora Capital LP687,607$21.2M
Philadelphia Financial Management of San Francisco, LLC349,396$10.7M
Kite Lake Capital Management (UK) LLP310,227$9.55M
Susquehanna International Group Ltd.245,197$7.53M
PointState Capital LP237,382$7.29M
Walleye Trading LLC232,526$7.14M
Delta Global Management LP209,106$6.42M
Hiddenite Capital Partners LP180,000$5.53M
Marshall Wace, LLP156,423$4.82M
Metropolitan Life Insurance Co128,390$3.95M
GTS Securities LLC104,064$3.20M
SPX Equities Gestao de Recursos Ltda86,700$2.66M
Bridgeway Capital Management, LLC75,500$2.32M
Paragon Associates & Paragon Associates II Joint Venture75,000$2.30M
Schonfeld Strategic Advisors LLC58,892$1.81M
Parallax Volatility Advisers, L.P.58,397$1.79M
Y-Intercept (Hong Kong) Ltd56,924$1.75M
Lord, Abbett & Co. LLC56,100$1.73M
Aquatic Capital Management LLC54,800$1.68M
JBF Capital, Inc.52,500$1.61M
Nordwand Advisors, LLC46,513$1.43M
Group One Trading, L.P.45,965$1.41M
Connective Portfolio Management, LLC36,826$1.13M
IMC-Chicago, LLC23,300$715.8K
1832 Asset Management L.P.19,800$608.3K
Virtu Financial LLC19,475$598.0K
Alps Advisors Inc17,341$532.7K
Brown Advisory Inc13,671$420.0K
Caas Capital Management LP13,000$399.4K
JGP Global Gestao de Recursos Ltda.10,723$329.4K
Diligent Investors, LLC10,051$308.8K
Redhawk Wealth Advisors, Inc.9,967$306.2K
Beacon Pointe Advisors, LLC9,281$285.1K
Blueshift Asset Management, LLC9,164$281.5K
Genus Capital Management Inc.8,704$267.4K
Fullerton Fund Management Co Ltd.7,576$232.7K
Old National Bancorp7,318$224.8K
Axq Capital, LP6,900$212.0K
Granite Group Advisors, LLC6,543$201.0K
Simplex Trading, LLC3,480$106.0K
LMR Partners LLP2,000$61.5K
First Manhattan Co2,000$61.4K
Colonial Trust Advisors1,272$39.1K
Headlands Technologies LLC676$20.8K
Main Street Group, LTD437$13.4K
Sandy Spring Bank200$6.14K
Copeland Capital Management, LLC171$5.25K
Sofos Investments, Inc.132$4.06K
Plante Moran Financial Advisors, LLC102$3.13K
Bokf, NA100$3.05K
Cherry Tree Wealth Management, LLC75$2.30K
Kiely Wealth Advisory Group, Inc.75$2.06K
Financial Synergies Wealth Advisors, Inc.57$1.75K
Harbor Investment Advisory, LLC21$645
Semmax Financial Advisors Inc.8$238

Not filed for Q2 2024 yet (3)

Institutions that held UBS Group AG at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UBS in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG95,397,206$2.93B
Winning Points Advisors, LLC17,821$550.7K
Cipher Capital LP13,291$408.3K