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 |
|---|---|---|---|---|---|
| Bank of Montreal | 2,149,849 | $63.8M | 0.03% | −7,683,787−78.1% | Reduced |
| HSBC Holdings PLC | 2,173,977 | $63.9M | 0.04% | +1,377,271+172.9% | Added |
| Captrust Financial Advisors | 2,184,024 | $64.5M | 0.21% | −260,110−10.6% | Reduced |
| Compagnie Lombard Odier SCmA | 2,474,995 | $72.9M | 1.23% | +361,876+17.1% | Added |
| Optiver Holding B.V. | 2,467,461 | $72.9M | 1.41% | +2,467,461 | New |
| Liontrust Investment Partners LLP | 2,537,727 | $74.7M | 1.06% | +142,982+6.0% | Added |
| Ameriprise Financial Inc | 2,828,923 | $83.2M | 0.02% | +184,375+7.0% | Added |
| Northern Trust Corp | 3,370,203 | $99.6M | 0.02% | +25,408+0.8% | Added |
| LGT Group Foundation | 3,429,731 | $101.3M | 1.60% | +594,347+21.0% | Added |
| BlackRock Inc. | 3,780,238 | $111.7M | 0.00% | +681,292+22.0% | Added |
| Korea Investment CORP | 3,826,322 | $112.6M | 0.28% | −170,683−4.3% | Reduced |
| Allianz Asset Management GmbH | 4,145,372 | $122.0M | 0.20% | −541,409−11.6% | Reduced |
| Aviva PLC | 4,181,176 | $123.0M | 0.34% | −242,681−5.5% | Reduced |
| M&G Plc | 4,372,181 | $126.5M | 0.75% | −1,220,235−21.8% | Reduced |
| AXA S.A. | 4,441,397 | $131.2M | 0.39% | +905,612+25.6% | Added |
| DekaBank Deutsche Girozentrale | 4,698,760 | $141.2M | 0.25% | +332,338+7.6% | Added |
| Natixis Advisors, L.P. | 4,949,855 | $146.2M | 0.32% | +336,813+7.3% | Added |
| Susquehanna International Securities, Ltd. | 5,016,425 | $148.2M | 54.33% | +3,103,747+162.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,186,506 | $152.7M | 0.59% | +5,186,506 | New |
| WCM Investment Management, LLC | 5,275,437 | $155.3M | 0.37% | −34,627−0.7% | Reduced |
| Russell Investments Group, Ltd. | 5,696,198 | $167.6M | 0.27% | −772,900−11.9% | Reduced |
| ARGA Investment Management, LP | 6,519,904 | $192.0M | 6.74% | +389,518+6.4% | Added |
| Citigroup Inc | 7,060,099 | $207.8M | 0.20% | −3,393,665−32.5% | Reduced |
| FIL Ltd | 7,081,061 | $208.5M | 0.21% | +820,656+13.1% | Added |
| Royal London Asset Management Ltd | 7,105,268 | $209.9M | 0.54% | −537,728−7.0% | Reduced |
| Banque Cantonale Vaudoise | 7,631,688 | $224.6M | 8.93% | +476,078+6.7% | Added |
| Royal Bank of Canada | 7,864,798 | $232.3M | 0.06% | +214,112+2.8% | Added |
| Canada Pension Plan Investment Board | 8,630,819 | $254.0M | 0.25% | +843,903+10.8% | Added |
| Bank of America Corp | 8,630,696 | $255.0M | 0.02% | −1,898,654−18.0% | Reduced |
| Bank of New York Mellon Corp | 9,119,874 | $269.4M | 0.05% | −367,962−3.9% | Reduced |
| Acadian Asset Management LLC | 9,779,265 | $287.8M | 0.89% | +1,649,115+20.3% | Added |
| Morgan Stanley | 10,009,640 | $295.7M | 0.02% | −1,502,256−13.0% | Reduced |
| Wellington Management Group LLP | 11,401,590 | $335.6M | 0.06% | +4,496,405+65.1% | Added |
| Nuveen Asset Management, LLC | 12,300,721 | $362.3M | 0.11% | −2,018,262−14.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,860,064 | $378.6M | 0.42% | −399,674−3.0% | Reduced |
| Vontobel Holding Ltd. | 16,117,613 | $474.4M | 1.54% | +1,379,794+9.4% | Added |
| Goldman Sachs Group Inc | 17,724,101 | $523.6M | 0.10% | −6,490,509−26.8% | Reduced |
| Amundi | 18,609,449 | $564.6M | 0.22% | −761,391−3.9% | Reduced |
| Deutsche Bank AG | 21,118,236 | $623.8M | 0.28% | −6,323,587−23.0% | Reduced |
| Pzena Investment Management LLC | 29,951,235 | $792.2M | 2.79% | +280,696+0.9% | Added |
| Legal & General Group Plc | 27,976,521 | $823.5M | 0.23% | +27,613,872+7,614.5% | Added |
| Pictet Asset Management Holding SA | 29,928,576 | $880.9M | 1.01% | −1,222,609−3.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 33,338,213 | $982.4M | 0.86% | +4,780,103+16.7% | Added |
| Capital World Investors | 39,269,674 | $1.15B | 0.19% | +1,062,010+2.8% | Added |
| JPMorgan Chase & Co | 42,664,848 | $1.26B | 0.11% | +808,178+1.9% | Added |
| Cevian Capital II GP LTD | 43,787,401 | $1.29B | 43.57% | 00.0% | Unchanged |
| FMR LLC | 49,329,403 | $1.45B | 0.09% | −14,026,184−22.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,060,137 | $1.59B | 5.17% | +5,508,422+11.3% | Added |
| Dodge & Cox | 73,442,242 | $2.16B | 1.29% | −1,980,700−2.6% | Reduced |
| UBS Asset Management Americas Inc | 89,043,128 | $2.63B | 0.75% | +89,043,128 | New |
| Massachusetts Financial Services Co | 98,123,310 | $2.90B | 0.89% | −2,437,646−2.4% | Reduced |
| Vanguard Group Inc | 124,943,066 | $3.69B | 0.07% | +9,413,685+8.1% | Added |
| UBS Group AG | 156,592,494 | $4.63B | 1.42% | +15,862,961+11.3% | Added |
| Norges Bank | 168,288,869 | $4.95B | 0.74% | +2,261,571+1.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −7,199,245−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −687,607−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −349,396−100.0% | Sold out |
| Kite Lake Capital Management (UK) LLP | 0 | $0 | 0.00% | −310,227−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −245,197−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −237,382−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −232,526−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −209,106−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −156,423−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −128,390−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −104,064−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −86,700−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −75,500−100.0% | Sold out |
| Paragon Associates & Paragon Associates II Joint Venture | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −58,892−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −58,397−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −56,924−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −56,100−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −54,800−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Nordwand Advisors, LLC | 0 | $0 | 0.00% | −46,513−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −45,965−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −36,826−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,475−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −17,341−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −13,671−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −10,723−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −10,051−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −9,967−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −9,281−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,164−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −8,704−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −7,576−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −7,318−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Granite Group Advisors, LLC | 0 | $0 | 0.00% | −6,543−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −1,272−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −437−100.0% | Sold out |