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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 104,114 | $3.07M | 0.11% | +2,278+2.2% | Added |
| Mitchell Capital Management Co | 107,374 | $3.17M | 0.56% | −1,180−1.1% | Reduced |
| Two Sigma Advisers, LP | 107,856 | $3.19M | 0.01% | +107,856 | New |
| Cresset Asset Management, LLC | 110,041 | $3.25M | 0.01% | +25,561+30.3% | Added |
| United Services Automobile Association | 124,237 | $3.66M | 0.09% | +2,141+1.8% | Added |
| Dorsey Wright & Associates | 126,105 | $3.73M | 0.97% | −2,169−1.7% | Reduced |
| Brinker Capital Investments, LLC | 133,625 | $3.95M | 0.04% | +2,371+1.8% | Added |
| Orion Portfolio Solutions, LLC | 133,625 | $3.95M | 0.04% | +2,371+1.8% | Added |
| HighTower Advisors, LLC | 136,774 | $4.04M | 0.01% | −1,807−1.3% | Reduced |
| Quantinno Capital Management LP | 140,741 | $4.16M | 0.07% | +6,213+4.6% | Added |
| Wetherby Asset Management Inc | 141,213 | $4.17M | 0.20% | +2,732+2.0% | Added |
| JustInvest LLC | 147,915 | $4.35M | 0.08% | +12,443+9.2% | Added |
| Kestra Advisory Services, LLC | 147,298 | $4.35M | 0.02% | +4,308+3.0% | Added |
| AMF Pensionsforsakring AB | 148,786 | $4.40M | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 155,073 | $4.58M | 0.15% | −7,348−4.5% | Reduced |
| Clearbridge Investments, LLC | 155,814 | $4.60M | 0.00% | −35,758−18.7% | Reduced |
| Sienna Gestion | 156,978 | $4.62M | 0.41% | +156,978 | New |
| Jane Street Group, LLC | 158,931 | $4.69M | 0.01% | +87,480+122.4% | Added |
| Mariner, LLC | 162,015 | $4.79M | 0.01% | +6,281+4.0% | Added |
| LPL Financial LLC | 170,835 | $5.05M | 0.00% | +25,572+17.6% | Added |
| First Trust Advisors LP | 172,702 | $5.08M | 0.01% | −93,810−35.2% | Reduced |
| Point72 Hong Kong Ltd | 173,599 | $5.13M | 0.31% | +173,599 | New |
| Assenagon Asset Management S.A. | 181,262 | $5.34M | 0.01% | −6,025−3.2% | Reduced |
| AMJ Financial Wealth Management | 185,183 | $5.47M | 1.70% | +88,631+91.8% | Added |
| Crossmark Global Holdings, Inc. | 186,080 | $5.50M | 0.11% | −7,344−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 186,953 | $5.52M | 0.00% | +35,033+23.1% | Added |
| SEI Investments Co | 188,230 | $5.56M | 0.01% | +1,536+0.8% | Added |
| Cubist Systematic Strategies, LLC | 197,013 | $5.82M | 0.10% | +190,419+2,887.8% | Added |
| National Bank of Canada | 195,952 | $5.86M | 0.01% | −420−0.2% | Reduced |
| LGT Fund Management Co Ltd. | 201,730 | $5.96M | 0.74% | +162,342+412.2% | Added |
| Creative Planning | 209,672 | $6.19M | 0.01% | +19,134+10.0% | Added |
| Quinn Opportunity Partners LLC | 216,629 | $6.40M | 0.74% | −234,958−52.0% | Reduced |
| Exane Asset Management | 224,773 | $6.61M | 4.64% | +123,308+121.5% | Added |
| Ensign Peak Advisors, Inc | 221,894 | $6.97M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 248,599 | $7.34M | 0.01% | +110,231+79.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 254,402 | $7.49M | 0.03% | −617,659−70.8% | Reduced |
| Pathstone Holdings, LLC | 254,626 | $7.51M | 0.03% | +49,988+24.4% | Added |
| Value Partners Investments Inc. | 260,881 | $7.70M | 0.67% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 264,084 | $7.80M | 2.57% | −182−0.1% | Reduced |
| Mercer Global Advisors Inc | 271,479 | $8.02M | 0.02% | −12,320−4.3% | Reduced |
| Toronto Dominion Bank | 272,309 | $8.04M | 0.01% | +201,809+286.3% | Added |
| Graham Capital Management, L.P. | 294,709 | $8.71M | 0.30% | +124,500+73.1% | Added |
| MetLife Investment Management | 297,823 | $8.74M | 0.05% | +115,998+63.8% | Added |
| Rovida Advisors Inc. | 300,000 | $8.83M | 3.15% | 00.0% | Unchanged |
| Prudential PLC | 301,794 | $8.88M | 0.06% | +351+0.1% | Added |
| BNP Paribas Arbitrage, SA | 303,636 | $8.97M | 0.01% | +224,284+282.6% | Added |
| Jefferies Financial Group Inc. | 307,917 | $9.07M | 0.18% | +286,181+1,316.6% | Added |
| Maryland State Retirement & Pension System | 310,258 | $9.13M | 0.17% | −35,348−10.2% | Reduced |
| Contravisory Investment Management, Inc. | 320,464 | $9.47M | 2.10% | −9,227−2.8% | Reduced |
| RBF Capital, LLC | 325,000 | $9.60M | 0.56% | −15,000−4.4% | Reduced |
| M&T Bank Corp | 340,597 | $10.0M | 0.03% | +158,091+86.6% | Added |
| Baader Bank INC | 350,000 | $10.3M | 0.81% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 350,000 | $10.3M | 6.25% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 359,963 | $10.6M | 0.03% | +6,441+1.8% | Added |
| Gardner Lewis Asset Management L P | 377,712 | $11.2M | 3.11% | 00.0% | Unchanged |
| Promethos Capital, LLC | 400,804 | $11.9M | 4.50% | +40,558+11.3% | Added |
| QRG Capital Management, Inc. | 409,680 | $12.1M | 0.14% | −37,227−8.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 429,391 | $12.7M | 0.13% | −66,822−13.5% | Reduced |
| Henry James International Management, Inc. | 434,647 | $12.8M | 4.54% | −63,136−12.7% | Reduced |
| USS Investment Management Ltd | 468,792 | $13.8M | 0.11% | +9,438+2.1% | Added |
| Janney Capital Management LLC | 478,605 | $14.1M | 1.00% | −28,735−5.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 488,374 | $14.4M | 0.05% | +28,541+6.2% | Added |
| Moran Wealth Management, LLC | 500,759 | $14.8M | 0.49% | +4,377+0.9% | Added |
| Mutual of America Capital Management LLC | 508,106 | $14.9M | 0.16% | −149,054−22.7% | Reduced |
| Baker Avenue Asset Management, LP | 508,887 | $15.0M | 0.51% | −3,128−0.6% | Reduced |
| Voya Investment Management LLC | 545,346 | $16.1M | 0.02% | +8,890+1.7% | Added |
| Edmond de Rothschild Holding S.A. | 548,786 | $16.1M | 0.27% | −9,498−1.7% | Reduced |
| Channing Global Advisors, LLC | 559,170 | $16.5M | 13.77% | +27,879+5.2% | Added |
| Stifel Financial Corp | 566,438 | $16.7M | 0.02% | −29,383−4.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 586,250 | $17.3M | 0.16% | −69,000−10.5% | Reduced |
| Renaissance Technologies LLC | 614,091 | $18.1M | 0.03% | −487,700−44.3% | Reduced |
| Mangrove Partners | 659,546 | $19.5M | 1.75% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 662,355 | $19.5M | 2.12% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 663,400 | $19.5M | 0.20% | −3,671−0.6% | Reduced |
| Credit Agricole S A | 668,986 | $19.8M | 0.12% | +261,940+64.4% | Added |
| Jupiter Asset Management Ltd | 690,642 | $20.3M | 0.19% | +586,649+564.1% | Added |
| Neuberger Berman Group LLC | 696,576 | $20.6M | 0.02% | +461,083+195.8% | Added |
| Zurich Insurance Group Ltd | 708,352 | $20.9M | 0.18% | −364,208−34.0% | Reduced |
| J. Safra Sarasin Holding AG | 737,478 | $21.7M | 0.40% | +737,478 | New |
| Alyeska Investment Group, L.P. | 741,390 | $21.9M | 0.13% | −558,059−42.9% | Reduced |
| Alliancebernstein L.P. | 785,176 | $23.2M | 0.01% | +62,934+8.7% | Added |
| Wells Fargo & Company | 841,483 | $24.9M | 0.01% | +7,625+0.9% | Added |
| American Century Companies Inc | 914,241 | $27.0M | 0.02% | +26,660+3.0% | Added |
| Levin Capital Strategies, L.P. | 925,229 | $27.3M | 2.89% | −83,081−8.2% | Reduced |
| Raymond James & Associates | 1,002,585 | $29.6M | 0.02% | +102,845+11.4% | Added |
| Todd Asset Management LLC | 1,029,044 | $30.4M | 0.63% | −116,056−10.1% | Reduced |
| TD Asset Management Inc | 1,335,628 | $39.3M | 0.04% | +116,412+9.5% | Added |
| Manufacturers Life Insurance Company, The | 1,390,667 | $40.9M | 0.04% | −9,603−0.7% | Reduced |
| State of Tennessee, Treasury Department | 1,458,013 | $42.9M | 0.16% | +7,755+0.5% | Added |
| Franklin Resources Inc | 1,539,143 | $45.2M | 0.01% | −244,215−13.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,570,650 | $46.2M | 0.11% | +1,570,650 | New |
| Brandes Investment Partners, LP | 1,734,460 | $51.2M | 0.63% | −134,417−7.2% | Reduced |
| Envestnet Asset Management Inc | 1,767,391 | $52.2M | 0.02% | −65,936−3.6% | Reduced |
| Public Sector Pension Investment Board | 1,813,088 | $53.4M | 0.34% | +62,844+3.6% | Added |
| Border to Coast Pensions Partnership Ltd | 1,817,211 | $53.5M | 1.26% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,825,562 | $53.8M | 0.10% | −194,401−9.6% | Reduced |
| Mackenzie Financial Corp | 1,848,918 | $54.4M | 0.08% | −433,275−19.0% | Reduced |
| Janus Henderson Group PLC | 2,029,403 | $59.7M | 0.03% | −1,218,086−37.5% | Reduced |
| Patient Capital Management, LLC | 2,028,937 | $59.9M | 3.18% | −310,963−13.3% | Reduced |
| Invesco Ltd. | 2,052,602 | $60.6M | 0.01% | +252,635+14.0% | Added |