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 |
|---|---|---|---|---|---|
| Cacti Asset Management LLC | 2,001 | $58.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,996 | $59.0K | 0.00% | −574−22.3% | Reduced |
| Opal Wealth Advisors, LLC | 2,125 | $62.8K | 0.02% | +763+56.0% | Added |
| CIBC Private Wealth Group, LLC | 2,188 | $66.5K | 0.00% | +148+7.3% | Added |
| Rosenberg Matthew Hamilton | 2,269 | $67.9K | 0.02% | −355−13.5% | Reduced |
| Huntington National Bank | 2,446 | $72.3K | 0.00% | −298−10.9% | Reduced |
| Harbour Investments, Inc. | 2,531 | $74.8K | 0.00% | +204+8.8% | Added |
| Hilltop National Bank | 2,573 | $76.0K | 0.02% | +2,573 | New |
| Creative Financial Designs Inc | 2,620 | $77.4K | 0.01% | +6+0.2% | Added |
| Jones Financial Companies LLLP | 2,802 | $82.8K | 0.00% | +1,888+206.6% | Added |
| Emfo, LLC | 3,002 | $88.7K | 0.08% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,206 | $94.7K | 0.02% | −9,459−74.7% | Reduced |
| Bruce G. Allen Investments, LLC | 3,343 | $98.8K | 0.08% | −722−17.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,344 | $98.8K | 0.00% | −659−16.5% | Reduced |
| Global Retirement Partners, LLC | 3,410 | $100.7K | 0.00% | +1,483+77.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,450 | $101.4K | 0.04% | +812+30.8% | Added |
| Rothschild Investment LLC | 3,523 | $104.1K | 0.01% | +953+37.1% | Added |
| Massmutual Trust Co FSB | 4,074 | $120.3K | 0.00% | +650+19.0% | Added |
| Venturi Wealth Management, LLC | 4,096 | $121.0K | 0.01% | +4,096 | New |
| SRS Capital Advisors, Inc. | 4,275 | $126.3K | 0.01% | −120−2.7% | Reduced |
| Umb Bank N A | 4,706 | $139.0K | 0.00% | +263+5.9% | Added |
| Financial Perspectives, Inc | 4,894 | $144.6K | 0.05% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4,950 | $146.2K | 0.14% | −4,250−46.2% | Reduced |
| Allworth Financial LP | 4,921 | $149.7K | 0.00% | +425+9.5% | Added |
| Principal Securities, Inc. | 5,323 | $157.2K | 0.00% | −1,444−21.3% | Reduced |
| Hexagon Capital Partners LLC | 5,334 | $157.6K | 0.03% | +1,168+28.0% | Added |
| State of Wyoming | 5,847 | $172.7K | 0.03% | +5,847 | New |
| Glen Eagle Advisors, LLC | 5,970 | $176.4K | 0.03% | +210+3.6% | Added |
| GeoWealth Management, LLC | 6,101 | $180.2K | 0.01% | −177−2.8% | Reduced |
| Point72 Asset Management, L.P. | 6,400 | $189.1K | 0.00% | +6,400 | New |
| IFP Advisors, Inc | 6,588 | $194.6K | 0.01% | +105+1.6% | Added |
| Chicago Trust Co NA | 6,797 | $200.8K | 0.04% | +6,797 | New |
| Empower Advisory Group, LLC | 6,850 | $202.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6,889 | $203.5K | 0.00% | −2,595−27.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,892 | $203.6K | 0.02% | +10.0% | Added |
| RMR Wealth Builders | 6,980 | $206.2K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,016 | $207.3K | 0.01% | −1,989−22.1% | Reduced |
| We Are One Seven, LLC | 7,107 | $209.9K | 0.01% | −1,341−15.9% | Reduced |
| British Columbia Investment Management Corp | 7,135 | $210.0K | 0.00% | −736−9.4% | Reduced |
| Principal Street Partners, LLC | 7,131 | $210.7K | 0.04% | 00.0% | Unchanged |
| Seven Mile Advisory | 7,139 | $210.9K | 0.16% | −113−1.6% | Reduced |
| Angeles Investment Advisors, LLC | 7,175 | $211.9K | 0.01% | +7,175 | New |
| Senator Investment Group LP | 7,224 | $213.4K | 0.01% | −505,000−98.6% | Reduced |
| Cromwell Holdings LLC | 7,242 | $213.9K | 0.13% | +7,242 | New |
| Westover Capital Advisors, LLC | 7,300 | $215.6K | 0.06% | +7,300 | New |
| Resources Investment Advisors, LLC. | 7,323 | $216.3K | 0.00% | +7,323 | New |
| Blair William & Co | 7,363 | $217.5K | 0.00% | +176+2.4% | Added |
| 180 Wealth Advisors, LLC | 7,016 | $217.7K | 0.04% | −1,424−16.9% | Reduced |
| Lighthouse Investment Partners, LLC | 7,440 | $219.8K | 0.01% | +7,440 | New |
| Traveka Wealth, LLC | 7,466 | $220.5K | 0.11% | +435+6.2% | Added |
| OneAscent Financial Services LLC | 7,471 | $221.0K | 0.03% | −1,124−13.1% | Reduced |
| First City Capital Management, Inc. | 7,504 | $221.7K | 0.12% | −375−4.8% | Reduced |
| Readystate Asset Management LP | 7,511 | $221.9K | 0.01% | +7,511 | New |
| Central Pacific Bank - Trust Division | 7,600 | $224.5K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 7,618 | $225.0K | 0.00% | +555+7.9% | Added |
| Knights of Columbus Asset Advisors LLC | 7,770 | $229.5K | 0.01% | +3,070+65.3% | Added |
| Park National Corp | 7,907 | $233.6K | 0.01% | +262+3.4% | Added |
| Advisor OS, LLC | 7,940 | $234.5K | 0.03% | −298−3.6% | Reduced |
| Hilltop Holdings Inc. | 7,993 | $235.3K | 0.03% | +30.0% | Added |
| Fiduciary Trust Co | 8,079 | $238.7K | 0.00% | +40.0% | Added |
| Columbia Asset Management | 8,268 | $244.0K | 0.05% | +8,268 | New |
| Cozad Asset Management Inc | 8,286 | $244.8K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 8,454 | $249.7K | 0.00% | +8,454 | New |
| Whittier Trust Co | 8,652 | $255.6K | 0.00% | +3,652+73.0% | Added |
| Pictet & Cie (Europe) SA | 8,709 | $256.3K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 8,798 | $257.3K | 0.02% | −550−5.9% | Reduced |
| Five Oceans Advisors | 8,723 | $257.7K | 0.14% | −48−0.5% | Reduced |
| Wedmont Private Capital | 8,294 | $259.1K | 0.02% | +768+10.2% | Added |
| Commerce Bank | 8,932 | $263.9K | 0.00% | −137−1.5% | Reduced |
| Harbour Capital Advisors, LLC | 8,825 | $264.2K | 0.06% | +8,825 | New |
| Engineers Gate Manager LP | 9,036 | $266.9K | 0.01% | +9,036 | New |
| Werba Rubin Papier Wealth Management | 9,087 | $268.4K | 0.07% | −1,372−13.1% | Reduced |
| Legacy Financial Advisors, Inc. | 9,256 | $273.4K | 0.05% | +9,256 | New |
| TD Waterhouse Canada Inc. | 9,183 | $275.0K | 0.00% | −5,156−36.0% | Reduced |
| Millennium Management LLC | 9,495 | $280.5K | 0.00% | −645,862−98.6% | Reduced |
| Wrapmanager Inc | 9,550 | $282.1K | 0.08% | −1,800−15.9% | Reduced |
| EverSource Wealth Advisors, LLC | 9,373 | $282.9K | 0.02% | +819+9.6% | Added |
| Financial Advocates Investment Management | 9,598 | $283.5K | 0.02% | +14+0.1% | Added |
| Calamos Wealth Management LLC | 9,695 | $286.4K | 0.02% | −320−3.2% | Reduced |
| Aprio Wealth Management, LLC | 9,704 | $286.7K | 0.05% | −252−2.5% | Reduced |
| Pinnacle Associates Ltd | 9,723 | $287.2K | 0.00% | −1,900−16.3% | Reduced |
| D.A. Davidson & Co. | 9,730 | $287.4K | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 9,814 | $289.9K | 0.00% | −1,465−13.0% | Reduced |
| Optas, LLC | 9,890 | $292.1K | 0.08% | +123+1.3% | Added |
| GenTrust, LLC | 9,918 | $293.0K | 0.02% | +9,918 | New |
| CAPROCK Group, Inc. | 10,005 | $295.5K | 0.01% | −368−3.5% | Reduced |
| Gamco Investors, Inc. Et Al | 10,070 | $297.5K | 0.00% | +10+0.1% | Added |
| L & S Advisors Inc | – | $300.0K | 0.03% | – | – |
| Stephens Inc | 10,432 | $308.2K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 10,511 | $310.5K | 0.01% | +437+4.3% | Added |
| Simplicity Wealth,LLC | 10,527 | $311.0K | 0.01% | −1,207−10.3% | Reduced |
| Shilanski & Associates, Inc. | 10,545 | $311.5K | 0.10% | −804−7.1% | Reduced |
| Bleakley Financial Group, LLC | 10,551 | $311.7K | 0.01% | −1,183−10.1% | Reduced |
| Ascent Group, LLC | 10,575 | $312.4K | 0.03% | −1,423−11.9% | Reduced |
| Claro Advisors LLC | 10,759 | $317.8K | 0.05% | −923−7.9% | Reduced |
| Barometer Capital Management Inc. | 10,889 | $321.7K | 0.12% | +10,889 | New |
| Thrivent Financial for Lutherans | 10,886 | $322.0K | 0.00% | +952+9.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,901 | $322.0K | 0.01% | +591+5.7% | Added |
| Sage Mountain Advisors LLC | 10,966 | $323.9K | 0.03% | +3,642+49.7% | Added |
| Drive Wealth Management, LLC | 11,100 | $327.9K | 0.09% | +349+3.2% | Added |