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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 359,963 | $10.6M | 0.03% | +6,441+1.8% | Added |
| Black Diamond Capital Management, L.L.C. | 350,000 | $10.3M | 6.25% | 00.0% | Unchanged |
| Baader Bank INC | 350,000 | $10.3M | 0.81% | 00.0% | Unchanged |
| M&T Bank Corp | 340,597 | $10.0M | 0.03% | +158,091+86.6% | Added |
| RBF Capital, LLC | 325,000 | $9.60M | 0.56% | −15,000−4.4% | Reduced |
| Contravisory Investment Management, Inc. | 320,464 | $9.47M | 2.10% | −9,227−2.8% | Reduced |
| Maryland State Retirement & Pension System | 310,258 | $9.13M | 0.17% | −35,348−10.2% | Reduced |
| Jefferies Financial Group Inc. | 307,917 | $9.07M | 0.18% | +286,181+1,316.6% | Added |
| BNP Paribas Arbitrage, SA | 303,636 | $8.97M | 0.01% | +224,284+282.6% | Added |
| Prudential PLC | 301,794 | $8.88M | 0.06% | +351+0.1% | Added |
| Rovida Advisors Inc. | 300,000 | $8.83M | 3.15% | 00.0% | Unchanged |
| MetLife Investment Management | 297,823 | $8.74M | 0.05% | +115,998+63.8% | Added |
| Graham Capital Management, L.P. | 294,709 | $8.71M | 0.30% | +124,500+73.1% | Added |
| Toronto Dominion Bank | 272,309 | $8.04M | 0.01% | +201,809+286.3% | Added |
| Mercer Global Advisors Inc | 271,479 | $8.02M | 0.02% | −12,320−4.3% | Reduced |
| RPg Family Wealth Advisory, LLC | 264,084 | $7.80M | 2.57% | −182−0.1% | Reduced |
| Value Partners Investments Inc. | 260,881 | $7.70M | 0.67% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 254,626 | $7.51M | 0.03% | +49,988+24.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 254,402 | $7.49M | 0.03% | −617,659−70.8% | Reduced |
| Citadel Advisors LLC | 248,599 | $7.34M | 0.01% | +110,231+79.7% | Added |
| Ensign Peak Advisors, Inc | 221,894 | $6.97M | 0.01% | 00.0% | Unchanged |
| Exane Asset Management | 224,773 | $6.61M | 4.64% | +123,308+121.5% | Added |
| Quinn Opportunity Partners LLC | 216,629 | $6.40M | 0.74% | −234,958−52.0% | Reduced |
| Creative Planning | 209,672 | $6.19M | 0.01% | +19,134+10.0% | Added |
| LGT Fund Management Co Ltd. | 201,730 | $5.96M | 0.74% | +162,342+412.2% | Added |
| National Bank of Canada | 195,952 | $5.86M | 0.01% | −420−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 197,013 | $5.82M | 0.10% | +190,419+2,887.8% | Added |
| SEI Investments Co | 188,230 | $5.56M | 0.01% | +1,536+0.8% | Added |
| Charles Schwab Investment Management Inc | 186,953 | $5.52M | 0.00% | +35,033+23.1% | Added |
| Crossmark Global Holdings, Inc. | 186,080 | $5.50M | 0.11% | −7,344−3.8% | Reduced |
| AMJ Financial Wealth Management | 185,183 | $5.47M | 1.70% | +88,631+91.8% | Added |
| Assenagon Asset Management S.A. | 181,262 | $5.34M | 0.01% | −6,025−3.2% | Reduced |
| Point72 Hong Kong Ltd | 173,599 | $5.13M | 0.31% | +173,599 | New |
| First Trust Advisors LP | 172,702 | $5.08M | 0.01% | −93,810−35.2% | Reduced |
| LPL Financial LLC | 170,835 | $5.05M | 0.00% | +25,572+17.6% | Added |
| Mariner, LLC | 162,015 | $4.79M | 0.01% | +6,281+4.0% | Added |
| Jane Street Group, LLC | 158,931 | $4.69M | 0.01% | +87,480+122.4% | Added |
| Sienna Gestion | 156,978 | $4.62M | 0.41% | +156,978 | New |
| Clearbridge Investments, LLC | 155,814 | $4.60M | 0.00% | −35,758−18.7% | Reduced |
| Ritholtz Wealth Management | 155,073 | $4.58M | 0.15% | −7,348−4.5% | Reduced |
| AMF Pensionsforsakring AB | 148,786 | $4.40M | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 147,298 | $4.35M | 0.02% | +4,308+3.0% | Added |
| JustInvest LLC | 147,915 | $4.35M | 0.08% | +12,443+9.2% | Added |
| Wetherby Asset Management Inc | 141,213 | $4.17M | 0.20% | +2,732+2.0% | Added |
| Quantinno Capital Management LP | 140,741 | $4.16M | 0.07% | +6,213+4.6% | Added |
| HighTower Advisors, LLC | 136,774 | $4.04M | 0.01% | −1,807−1.3% | 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 |
| Dorsey Wright & Associates | 126,105 | $3.73M | 0.97% | −2,169−1.7% | Reduced |
| United Services Automobile Association | 124,237 | $3.66M | 0.09% | +2,141+1.8% | Added |
| Cresset Asset Management, LLC | 110,041 | $3.25M | 0.01% | +25,561+30.3% | Added |
| Two Sigma Advisers, LP | 107,856 | $3.19M | 0.01% | +107,856 | New |
| Mitchell Capital Management Co | 107,374 | $3.17M | 0.56% | −1,180−1.1% | Reduced |
| Metis Global Partners, LLC | 104,114 | $3.07M | 0.11% | +2,278+2.2% | Added |
| Point Break Capital Management, LLC | 102,927 | $3.04M | 3.30% | +19,080+22.8% | Added |
| The PNC Financial Services Group, Inc. | 102,276 | $3.02M | 0.00% | −13,113−11.4% | Reduced |
| D. E. Shaw & Co., Inc. | 99,610 | $2.94M | 0.00% | +99,610 | New |
| Systrade AG | 100,000 | $2.94M | 5.02% | +100,000 | New |
| Highland Capital Management, LLC | 98,272 | $2.90M | 0.17% | −8,280−7.8% | Reduced |
| Helios Capital Management Pte. Ltd | 98,224 | $2.89M | 1.88% | 00.0% | Unchanged |
| NatWest Group plc | 91,770 | $2.71M | 0.93% | +13,594+17.4% | Added |
| US Bancorp | 91,388 | $2.70M | 0.00% | +3,743+4.3% | Added |
| Price T Rowe Associates Inc | 88,900 | $2.63M | 0.00% | +88,900 | New |
| Cerity Partners LLC | 88,495 | $2.61M | 0.01% | −50,397−36.3% | Reduced |
| Jackson Wealth Management, LLC | 87,393 | $2.58M | 0.55% | −62,228−41.6% | Reduced |
| MML Investors Services, LLC | 87,343 | $2.58M | 0.01% | −16,453−15.9% | Reduced |
| Independent Advisor Alliance | 86,141 | $2.54M | 0.09% | −790−0.9% | Reduced |
| Timber Creek Capital Management LLC | 85,659 | $2.53M | 0.76% | +2,068+2.5% | Added |
| Logan Capital Management Inc | 84,485 | $2.50M | 0.11% | −3,024−3.5% | Reduced |
| Hantz Financial Services, Inc. | 82,516 | $2.44M | 0.05% | −4,320−5.0% | Reduced |
| Beach Investment Counsel Inc | 80,756 | $2.39M | 0.29% | −3,256−3.9% | Reduced |
| Permanent Capital Management, LP | 69,327 | $2.34M | 0.49% | +69,327 | New |
| Susquehanna International Group, LLP | 77,924 | $2.30M | 0.00% | +27,635+55.0% | Added |
| Equitable Trust Co | 77,597 | $2.29M | 0.16% | −1,399−1.8% | Reduced |
| Inspire Trust Co, N.A. | 76,417 | $2.26M | 0.75% | +27,000+54.6% | Added |
| Alaethes Wealth LLC | 75,657 | $2.23M | 0.92% | +920+1.2% | Added |
| Gendell Jeffrey L | 75,000 | $2.22M | 0.08% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 74,087 | $2.19M | 0.74% | +556+0.8% | Added |
| Veriti Management LLC | 73,273 | $2.16M | 0.13% | +3,356+4.8% | Added |
| Oppenheimer & Co Inc | 73,101 | $2.16M | 0.03% | −119,102−62.0% | Reduced |
| Marex Group plc | 72,914 | $2.15M | 0.06% | −50,360−40.9% | Reduced |
| Signaturefd, LLC | 72,636 | $2.15M | 0.04% | +3,281+4.7% | Added |
| Banco Santander, S.A. | 71,281 | $2.11M | 0.03% | +16,127+29.2% | Added |
| Quantbot Technologies LP | 70,089 | $2.07M | 0.10% | −70,487−50.1% | Reduced |
| Atria Investments LLC | 69,478 | $2.05M | 0.03% | +4,035+6.2% | Added |
| U S Global Investors Inc | 68,000 | $2.01M | 0.19% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 67,912 | $2.01M | 1.14% | +103+0.2% | Added |
| Capital International Sarl | 65,445 | $1.92M | 0.06% | −3,560−5.2% | Reduced |
| Integrated Wealth Concepts LLC | 65,112 | $1.92M | 0.03% | +260.0% | Added |
| Investment House LLC | 64,818 | $1.91M | 0.11% | +64,818 | New |
| Glenmede Trust Co NA | 64,574 | $1.91M | 0.01% | +2,238+3.6% | Added |
| CI Private Wealth, LLC | 64,098 | $1.89M | 0.00% | +12,762+24.9% | Added |
| Wealth Alliance Advisory Group, LLC | 63,567 | $1.88M | 0.42% | 00.0% | Unchanged |
| Truist Financial Corp | 63,068 | $1.86M | 0.00% | −3,341−5.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 62,721 | $1.85M | 0.15% | −16,548−20.9% | Reduced |
| Bessemer Group Inc | 62,059 | $1.83M | 0.00% | +43+0.1% | Added |
| Cetera Investment Advisers | 61,847 | $1.83M | 0.00% | −3,182−4.9% | Reduced |
| Fiera Capital Corp | 61,459 | $1.82M | 0.01% | +17,834+40.9% | Added |
| Cigna Investments Inc | 61,655 | $1.81M | 0.34% | 00.0% | Unchanged |
| Pitcairn Co | 61,212 | $1.81M | 0.11% | +11,882+24.1% | Added |