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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 32,000 | $945.3K | 0.07% | −2,337−6.8% | Reduced |
| Atlas Capital Advisors LLC | 32,622 | $963.7K | 0.13% | −745−2.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 33,150 | $979.3K | 0.60% | +33,150 | New |
| Centennial Bank | 33,528 | $990.4K | 0.49% | −100−0.3% | Reduced |
| Kathmere Capital Management, LLC | 33,967 | $1.00M | 0.11% | −685−2.0% | Reduced |
| Private Advisor Group, LLC | 34,145 | $1.01M | 0.01% | −158−0.5% | Reduced |
| Raymond James Trust N.A. | 34,260 | $1.01M | 0.02% | +5,149+17.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,627 | $1.02M | 0.00% | +11,328+48.6% | Added |
| Janney Montgomery Scott LLC | 34,699 | $1.02M | 0.00% | +1,732+5.3% | Added |
| BTC Capital Management, Inc. | 34,820 | $1.03M | 0.10% | −1,366−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 34,822 | $1.03M | 0.01% | +1,083+3.2% | Added |
| Kovitz Investment Group Partners, LLC | 35,448 | $1.05M | 0.01% | +35,448 | New |
| Raymond James Financial Services Advisors, Inc. | 35,948 | $1.06M | 0.00% | +7,700+27.3% | Added |
| Bailard, Inc. | 35,961 | $1.06M | 0.03% | −306−0.8% | Reduced |
| Lake Street Advisors Group, LLC | 36,396 | $1.08M | 0.05% | −1,269−3.4% | Reduced |
| Quadrant Capital Group LLC | 36,725 | $1.08M | 0.08% | +1,193+3.4% | Added |
| TownSquare Capital, LLC | 36,739 | $1.09M | 0.01% | +1,399+4.0% | Added |
| SOL Capital Management CO | 36,830 | $1.09M | 0.13% | −3,500−8.7% | Reduced |
| Gabelli Funds LLC | 37,000 | $1.09M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 38,257 | $1.13M | 0.00% | −46,431−54.8% | Reduced |
| Snowden Capital Advisors LLC | 39,188 | $1.16M | 0.03% | −1,034−2.6% | Reduced |
| PEAK6 Investments LLC | 40,964 | $1.21M | 0.06% | +36,642+847.8% | Added |
| Balyasny Asset Management LLC | 41,238 | $1.22M | 0.00% | +41,238 | New |
| Legacy Capital Group California, Inc. | 41,331 | $1.22M | 0.44% | +447+1.1% | Added |
| Park Avenue Securities LLC | 41,382 | $1.22M | 0.01% | −486−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 41,409 | $1.22M | 0.00% | −21,739−34.4% | Reduced |
| Stamos Capital Partners, L.P. | 41,440 | $1.22M | 0.26% | +15,750+61.3% | Added |
| Baker Ellis Asset Management LLC | 41,600 | $1.23M | 0.19% | −1,500−3.5% | Reduced |
| Schechter Investment Advisors, LLC | 41,661 | $1.23M | 0.09% | +1,168+2.9% | Added |
| Ossiam | 41,868 | $1.23M | 0.02% | −5,396−11.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 42,518 | $1.26M | 0.11% | +42,518 | New |
| Morningstar Investment Services LLC | 43,601 | $1.28M | 0.01% | −608−1.4% | Reduced |
| Assetmark, Inc | 44,185 | $1.31M | 0.00% | +44,184+4,418,400.0% | Added |
| Advisor Group Holdings, Inc. | 45,797 | $1.35M | 0.00% | +5,072+12.5% | Added |
| Summit Global Investments | 47,732 | $1.41M | 0.10% | +47,732 | New |
| Wolverine Trading, LLC | 47,841 | $1.41M | 0.02% | +517+1.1% | Added |
| Greenleaf Trust | 48,020 | $1.42M | 0.01% | +66+0.1% | Added |
| Vise Technologies, Inc. | 48,890 | $1.44M | 0.25% | +8,471+21.0% | Added |
| Rhumbline Advisers | 49,403 | $1.46M | 0.00% | +1,760+3.7% | Added |
| Credit Capital Investments LLC | 50,000 | $1.48M | 1.85% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 50,563 | $1.49M | 1.00% | −1,000−1.9% | Reduced |
| Himension Fund | 51,837 | $1.53M | 0.11% | +51,837 | New |
| Envestnet Portfolio Solutions, Inc. | 52,746 | $1.56M | 0.01% | −11,212−17.5% | Reduced |
| GWM Advisors LLC | 52,792 | $1.56M | 0.01% | +7,711+17.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 53,281 | $1.57M | 0.83% | −540−1.0% | Reduced |
| Vident Advisory, LLC | 53,477 | $1.58M | 0.04% | +10,929+25.7% | Added |
| Qtron Investments LLC | 53,790 | $1.58M | 0.23% | −5,167−8.8% | Reduced |
| Yousif Capital Management, LLC | 55,653 | $1.64M | 0.02% | −4,480−7.5% | Reduced |
| Great Lakes Advisors, LLC | 56,041 | $1.66M | 0.01% | +46,823+508.0% | Added |
| Forum Financial Management, LP | 56,356 | $1.66M | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 57,553 | $1.70M | 0.16% | +6,080+11.8% | Added |
| Groupama Asset Managment | 58,428 | $1.72M | 0.04% | −87,828−60.1% | Reduced |
| RSM US Wealth Management LLC | 58,449 | $1.75M | 0.03% | +58,449 | New |
| Legacy Wealth Asset Management, LLC | 60,267 | $1.78M | 0.50% | +3,330+5.8% | Added |
| Pitcairn Co | 61,212 | $1.81M | 0.11% | +11,882+24.1% | Added |
| Cigna Investments Inc | 61,655 | $1.81M | 0.34% | 00.0% | Unchanged |
| Fiera Capital Corp | 61,459 | $1.82M | 0.01% | +17,834+40.9% | Added |
| Cetera Investment Advisers | 61,847 | $1.83M | 0.00% | −3,182−4.9% | Reduced |
| Bessemer Group Inc | 62,059 | $1.83M | 0.00% | +43+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 62,721 | $1.85M | 0.15% | −16,548−20.9% | Reduced |
| Truist Financial Corp | 63,068 | $1.86M | 0.00% | −3,341−5.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 63,567 | $1.88M | 0.42% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 64,098 | $1.89M | 0.00% | +12,762+24.9% | Added |
| Glenmede Trust Co NA | 64,574 | $1.91M | 0.01% | +2,238+3.6% | Added |
| Investment House LLC | 64,818 | $1.91M | 0.11% | +64,818 | New |
| Integrated Wealth Concepts LLC | 65,112 | $1.92M | 0.03% | +260.0% | Added |
| Capital International Sarl | 65,445 | $1.92M | 0.06% | −3,560−5.2% | Reduced |
| Altman Advisors, Inc. | 67,912 | $2.01M | 1.14% | +103+0.2% | Added |
| U S Global Investors Inc | 68,000 | $2.01M | 0.19% | 00.0% | Unchanged |
| Atria Investments LLC | 69,478 | $2.05M | 0.03% | +4,035+6.2% | Added |
| Quantbot Technologies LP | 70,089 | $2.07M | 0.10% | −70,487−50.1% | Reduced |
| Banco Santander, S.A. | 71,281 | $2.11M | 0.03% | +16,127+29.2% | Added |
| Signaturefd, LLC | 72,636 | $2.15M | 0.04% | +3,281+4.7% | Added |
| Marex Group plc | 72,914 | $2.15M | 0.06% | −50,360−40.9% | Reduced |
| Oppenheimer & Co Inc | 73,101 | $2.16M | 0.03% | −119,102−62.0% | Reduced |
| Veriti Management LLC | 73,273 | $2.16M | 0.13% | +3,356+4.8% | Added |
| Cloverfields Capital Group, LP | 74,087 | $2.19M | 0.74% | +556+0.8% | Added |
| Gendell Jeffrey L | 75,000 | $2.22M | 0.08% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 75,657 | $2.23M | 0.92% | +920+1.2% | Added |
| Inspire Trust Co, N.A. | 76,417 | $2.26M | 0.75% | +27,000+54.6% | Added |
| Equitable Trust Co | 77,597 | $2.29M | 0.16% | −1,399−1.8% | Reduced |
| Susquehanna International Group, LLP | 77,924 | $2.30M | 0.00% | +27,635+55.0% | Added |
| Permanent Capital Management, LP | 69,327 | $2.34M | 0.49% | +69,327 | New |
| Beach Investment Counsel Inc | 80,756 | $2.39M | 0.29% | −3,256−3.9% | Reduced |
| Hantz Financial Services, Inc. | 82,516 | $2.44M | 0.05% | −4,320−5.0% | Reduced |
| Logan Capital Management Inc | 84,485 | $2.50M | 0.11% | −3,024−3.5% | Reduced |
| Timber Creek Capital Management LLC | 85,659 | $2.53M | 0.76% | +2,068+2.5% | Added |
| Independent Advisor Alliance | 86,141 | $2.54M | 0.09% | −790−0.9% | Reduced |
| MML Investors Services, LLC | 87,343 | $2.58M | 0.01% | −16,453−15.9% | Reduced |
| Jackson Wealth Management, LLC | 87,393 | $2.58M | 0.55% | −62,228−41.6% | Reduced |
| Cerity Partners LLC | 88,495 | $2.61M | 0.01% | −50,397−36.3% | Reduced |
| Price T Rowe Associates Inc | 88,900 | $2.63M | 0.00% | +88,900 | New |
| US Bancorp | 91,388 | $2.70M | 0.00% | +3,743+4.3% | Added |
| NatWest Group plc | 91,770 | $2.71M | 0.93% | +13,594+17.4% | Added |
| Helios Capital Management Pte. Ltd | 98,224 | $2.89M | 1.88% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 98,272 | $2.90M | 0.17% | −8,280−7.8% | Reduced |
| Systrade AG | 100,000 | $2.94M | 5.02% | +100,000 | New |
| D. E. Shaw & Co., Inc. | 99,610 | $2.94M | 0.00% | +99,610 | New |
| The PNC Financial Services Group, Inc. | 102,276 | $3.02M | 0.00% | −13,113−11.4% | Reduced |
| Point Break Capital Management, LLC | 102,927 | $3.04M | 3.30% | +19,080+22.8% | Added |