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 |
|---|---|---|---|---|---|
| Investors Research Corp | 11,118 | $328.4K | 0.08% | 00.0% | Unchanged |
| Synovus Financial Corp | 11,179 | $330.2K | 0.00% | −66−0.6% | Reduced |
| D'Orazio & Associates, Inc. | 11,266 | $332.8K | 0.05% | +20.0% | Added |
| Allianz SE | 11,555 | $340.1K | 0.01% | −6,205−34.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,480 | $344.0K | 0.00% | −655−5.4% | Reduced |
| Sax Wealth Advisors, LLC | 11,773 | $347.8K | 0.03% | +11,773 | New |
| Sowell Financial Services LLC | 11,775 | $348.0K | 0.02% | +8+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,108 | $357.7K | 0.05% | +5,390+80.2% | Added |
| Mission Wealth Management, LP | 12,122 | $358.1K | 0.01% | +2,714+28.8% | Added |
| First National Bank of Hutchinson | 12,129 | $358.3K | 0.23% | −2,547−17.4% | Reduced |
| Colony Group, LLC | 12,364 | $365.0K | 0.00% | +52+0.4% | Added |
| Tower Research Capital LLC (TRC) | 12,407 | $366.5K | 0.01% | −14,641−54.1% | Reduced |
| TD Private Client Wealth LLC | 12,419 | $366.9K | 0.01% | +10,709+626.3% | Added |
| swisspartners Advisors Ltd | 14,000 | $370.3K | 0.37% | 00.0% | Unchanged |
| Macquarie Group Ltd | 14,000 | $370.3K | 0.00% | +14,000 | New |
| Scientech Research LLC | 12,562 | $371.1K | 0.08% | +12,562 | New |
| Qsemble Capital Management, LP | 12,668 | $374.2K | 0.07% | +12,668 | New |
| American Trust Investment Advisors, LLC | 12,780 | $377.5K | 0.18% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12,825 | $378.9K | 0.04% | +444+3.6% | Added |
| Wedbush Securities Inc | 12,967 | $383.0K | 0.01% | −4,416−25.4% | Reduced |
| Seed Wealth Management, Inc. | 13,135 | $388.0K | 0.34% | +890+7.3% | Added |
| Mediolanum International Funds Ltd | 14,271 | $391.7K | 0.01% | +1,217+9.3% | Added |
| Leuthold Group, LLC | 13,384 | $395.4K | 0.05% | +5,669+73.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,391 | $395.6K | 0.02% | +2,906+27.7% | Added |
| Sivia Capital Partners, LLC | 13,678 | $404.0K | 0.27% | +796+6.2% | Added |
| Diversify Advisory Services, LLC | 13,432 | $406.6K | 0.02% | −20,539−60.5% | Reduced |
| Two Sigma Securities, LLC | 13,766 | $406.6K | 0.02% | +13,766 | New |
| Spire Wealth Management | 13,997 | $413.5K | 0.01% | −3,990−22.2% | Reduced |
| Dakota Wealth Management | 14,013 | $413.9K | 0.01% | −583−4.0% | Reduced |
| Centiva Capital, LP | 14,158 | $418.2K | 0.02% | +14,158 | New |
| Eqis Capital Management, Inc. | 14,299 | $422.4K | 0.03% | −3,481−19.6% | Reduced |
| Boston Private Wealth LLC | 14,585 | $430.8K | 0.01% | −3,062−17.4% | Reduced |
| Stonegate Investment Group, LLC | 14,659 | $433.0K | 0.01% | +2,101+16.7% | Added |
| Bridgewater Advisors Inc. | 14,477 | $436.8K | 0.05% | +14,477 | New |
| Klingenstein Fields & Co LP | 14,930 | $441.0K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 15,092 | $445.8K | 0.10% | +184+1.2% | Added |
| Fox Run Management, L.L.C. | 15,186 | $448.6K | 0.08% | +5,679+59.7% | Added |
| Walleye Capital LLC | 15,252 | $450.5K | 0.00% | −236,999−94.0% | Reduced |
| Perigon Wealth Management, LLC | 15,280 | $451.4K | 0.01% | −44−0.3% | Reduced |
| FDx Advisors, Inc. | 15,457 | $457.0K | 0.13% | −724−4.5% | Reduced |
| Gallacher Capital Management LLC | 15,515 | $458.3K | 0.24% | +1,118+7.8% | Added |
| Guggenheim Capital LLC | 15,577 | $460.1K | 0.00% | +2,402+18.2% | Added |
| Ieq Capital, LLC | 15,670 | $462.9K | 0.01% | +3,022+23.9% | Added |
| HRT Financial LP | 15,703 | $463.0K | 0.00% | −459−2.8% | Reduced |
| Sage Rhino Capital LLC | 15,775 | $466.0K | 0.11% | −423−2.6% | Reduced |
| National Asset Management, Inc. | 15,867 | $468.7K | 0.01% | −14,049−47.0% | Reduced |
| Thoroughbred Financial Services, LLC | 16,016 | $473.0K | 0.03% | +16,016 | New |
| Gradient Investments LLC | 16,131 | $476.5K | 0.01% | +30.0% | Added |
| XTX Topco Ltd | 16,212 | $478.9K | 0.04% | +16,212 | New |
| PDS Planning, Inc | 16,381 | $483.9K | 0.05% | −173−1.0% | Reduced |
| Callan Capital, LLC | 16,455 | $486.1K | 0.04% | +2,200+15.4% | Added |
| Parallel Advisors, LLC | 16,552 | $489.0K | 0.01% | +420+2.6% | Added |
| Davenport & Co LLC | 16,831 | $497.2K | 0.00% | +3,080+22.4% | Added |
| NBC Securities, Inc. | 17,154 | $506.0K | 0.05% | +2,873+20.1% | Added |
| Oppenheimer Asset Management Inc. | 18,009 | $532.0K | 0.01% | +1,386+8.3% | Added |
| Clearstead Advisors, LLC | 18,423 | $544.2K | 0.01% | +2,751+17.6% | Added |
| Rockefeller Capital Management L.P. | 18,654 | $551.2K | 0.00% | −534,966−96.6% | Reduced |
| Prudential Financial Inc | 18,850 | $556.8K | 0.00% | −175−0.9% | Reduced |
| Solstein Capital, LLC | 19,334 | $569.8K | 0.37% | 00.0% | Unchanged |
| Verition Fund Management LLC | 19,683 | $581.4K | 0.00% | +9,795+99.1% | Added |
| Covenant Partners, LLC | 20,031 | $591.7K | 0.18% | +10,123+102.2% | Added |
| Dorsey & Whitney Trust CO LLC | 20,264 | $598.6K | 0.04% | −68−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,392 | $602.0K | 0.00% | +443+2.2% | Added |
| Sciencast Management LP | 20,789 | $614.1K | 0.21% | +20,789 | New |
| Checchi Capital Advisers, LLC | 22,354 | $660.3K | 0.05% | +40+0.2% | Added |
| Compton Wealth Advisory Group, LLC | 22,591 | $667.3K | 0.18% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 22,883 | $676.0K | 0.02% | +9,113+66.2% | Added |
| Evergreen Capital Management LLC | 23,480 | $693.6K | 0.03% | −608−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 24,041 | $710.2K | 0.01% | +572+2.4% | Added |
| Fifth Third Bancorp | 24,239 | $716.0K | 0.00% | −3,695−13.2% | Reduced |
| Sanctuary Advisors, LLC | 26,446 | $724.1K | 0.01% | +26,446 | New |
| Greenwich Wealth Management LLC | 24,847 | $734.0K | 0.05% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 24,881 | $735.0K | 0.08% | −1,349−5.1% | Reduced |
| Cookson Peirce & Co Inc | 26,021 | $768.7K | 0.04% | +105+0.4% | Added |
| Tudor Investment Corp Et Al | 26,119 | $771.6K | 0.01% | +14,930+133.4% | Added |
| Simmons Bank | 27,003 | $797.7K | 0.06% | −44,163−62.1% | Reduced |
| Rehmann Capital Advisory Group | 27,081 | $800.0K | 0.06% | +721+2.7% | Added |
| Ronald Blue Trust, Inc. | 26,344 | $809.3K | 0.01% | +14,461+121.7% | Added |
| Clarius Group, LLC | 27,831 | $821.8K | 0.06% | −2,218−7.4% | Reduced |
| Diversify Wealth Management, LLC | 29,382 | $821.8K | 0.10% | +29,382 | New |
| Atomi Financial Group, Inc. | 27,881 | $823.6K | 0.06% | −3,825−12.1% | Reduced |
| AQR Capital Management LLC | 27,928 | $825.0K | 0.00% | +19,382+226.8% | Added |
| Advisors Asset Management, Inc. | 28,388 | $838.6K | 0.02% | +1,416+5.2% | Added |
| ABN AMRO Bank N.V. | 28,300 | $839.2K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 29,000 | $856.7K | 0.05% | +2,500+9.4% | Added |
| Northwestern Mutual Wealth Management Co | 29,025 | $857.4K | 0.00% | +3,762+14.9% | Added |
| Valeo Financial Advisors, LLC | 29,083 | $859.1K | 0.03% | −61−0.2% | Reduced |
| Connable Office Inc | 29,352 | $867.1K | 0.09% | −1,307−4.3% | Reduced |
| Transatlantique Private Wealth LLC | 29,507 | $868.4K | 0.35% | +285+1.0% | Added |
| Personal Cfo Solutions, LLC | 29,694 | $877.2K | 0.13% | +170+0.6% | Added |
| Advisors Capital Management, LLC | 29,983 | $886.0K | 0.02% | +1,429+5.0% | Added |
| AdvisorShares Investments LLC | 29,797 | $892.1K | 0.16% | −716−2.3% | Reduced |
| Ballentine Partners, LLC | 30,628 | $904.8K | 0.02% | +552+1.8% | Added |
| Ethic Inc. | 30,730 | $907.8K | 0.02% | +8,044+35.5% | Added |
| Avantax Advisory Services, Inc. | 30,985 | $915.3K | 0.01% | +30,985 | New |
| Beverly Hills Private Wealth, LLC | 31,054 | $917.3K | 0.20% | +5,392+21.0% | Added |
| First Hawaiian Bank | 31,125 | $919.4K | 0.03% | −1,594−4.9% | Reduced |
| Seven Eight Capital, LP | 31,137 | $919.8K | 0.10% | −17,529−36.0% | Reduced |
| MAI Capital Management | 31,641 | $934.7K | 0.01% | −2,538−7.4% | Reduced |
| Bayesian Capital Management, LP | 31,800 | $939.4K | 0.11% | −10,600−25.0% | Reduced |