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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 60,267 | $1.78M | 0.50% | +3,330+5.8% | Added |
| RSM US Wealth Management LLC | 58,449 | $1.75M | 0.03% | +58,449 | New |
| Groupama Asset Managment | 58,428 | $1.72M | 0.04% | −87,828−60.1% | Reduced |
| Syon Capital LLC | 57,553 | $1.70M | 0.16% | +6,080+11.8% | Added |
| Forum Financial Management, LP | 56,356 | $1.66M | 0.03% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 56,041 | $1.66M | 0.01% | +46,823+508.0% | Added |
| Yousif Capital Management, LLC | 55,653 | $1.64M | 0.02% | −4,480−7.5% | Reduced |
| Qtron Investments LLC | 53,790 | $1.58M | 0.23% | −5,167−8.8% | Reduced |
| Vident Advisory, LLC | 53,477 | $1.58M | 0.04% | +10,929+25.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 53,281 | $1.57M | 0.83% | −540−1.0% | Reduced |
| GWM Advisors LLC | 52,792 | $1.56M | 0.01% | +7,711+17.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 52,746 | $1.56M | 0.01% | −11,212−17.5% | Reduced |
| Himension Fund | 51,837 | $1.53M | 0.11% | +51,837 | New |
| Massachusetts Wealth Management | 50,563 | $1.49M | 1.00% | −1,000−1.9% | Reduced |
| Credit Capital Investments LLC | 50,000 | $1.48M | 1.85% | 00.0% | Unchanged |
| Rhumbline Advisers | 49,403 | $1.46M | 0.00% | +1,760+3.7% | Added |
| Vise Technologies, Inc. | 48,890 | $1.44M | 0.25% | +8,471+21.0% | Added |
| Greenleaf Trust | 48,020 | $1.42M | 0.01% | +66+0.1% | Added |
| Wolverine Trading, LLC | 47,841 | $1.41M | 0.02% | +517+1.1% | Added |
| Summit Global Investments | 47,732 | $1.41M | 0.10% | +47,732 | New |
| Advisor Group Holdings, Inc. | 45,797 | $1.35M | 0.00% | +5,072+12.5% | Added |
| Assetmark, Inc | 44,185 | $1.31M | 0.00% | +44,184+4,418,400.0% | Added |
| Morningstar Investment Services LLC | 43,601 | $1.28M | 0.01% | −608−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 42,518 | $1.26M | 0.11% | +42,518 | New |
| Ossiam | 41,868 | $1.23M | 0.02% | −5,396−11.4% | Reduced |
| Schechter Investment Advisors, LLC | 41,661 | $1.23M | 0.09% | +1,168+2.9% | Added |
| Baker Ellis Asset Management LLC | 41,600 | $1.23M | 0.19% | −1,500−3.5% | Reduced |
| Stamos Capital Partners, L.P. | 41,440 | $1.22M | 0.26% | +15,750+61.3% | Added |
| Commonwealth Equity Services, LLC | 41,409 | $1.22M | 0.00% | −21,739−34.4% | Reduced |
| Park Avenue Securities LLC | 41,382 | $1.22M | 0.01% | −486−1.2% | Reduced |
| Legacy Capital Group California, Inc. | 41,331 | $1.22M | 0.44% | +447+1.1% | Added |
| Balyasny Asset Management LLC | 41,238 | $1.22M | 0.00% | +41,238 | New |
| PEAK6 Investments LLC | 40,964 | $1.21M | 0.06% | +36,642+847.8% | Added |
| Snowden Capital Advisors LLC | 39,188 | $1.16M | 0.03% | −1,034−2.6% | Reduced |
| Squarepoint Ops LLC | 38,257 | $1.13M | 0.00% | −46,431−54.8% | Reduced |
| Gabelli Funds LLC | 37,000 | $1.09M | 0.01% | 00.0% | Unchanged |
| SOL Capital Management CO | 36,830 | $1.09M | 0.13% | −3,500−8.7% | Reduced |
| TownSquare Capital, LLC | 36,739 | $1.09M | 0.01% | +1,399+4.0% | Added |
| Quadrant Capital Group LLC | 36,725 | $1.08M | 0.08% | +1,193+3.4% | Added |
| Lake Street Advisors Group, LLC | 36,396 | $1.08M | 0.05% | −1,269−3.4% | Reduced |
| Bailard, Inc. | 35,961 | $1.06M | 0.03% | −306−0.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 35,948 | $1.06M | 0.00% | +7,700+27.3% | Added |
| Kovitz Investment Group Partners, LLC | 35,448 | $1.05M | 0.01% | +35,448 | New |
| Sequoia Financial Advisors, LLC | 34,822 | $1.03M | 0.01% | +1,083+3.2% | Added |
| BTC Capital Management, Inc. | 34,820 | $1.03M | 0.10% | −1,366−3.8% | Reduced |
| Janney Montgomery Scott LLC | 34,699 | $1.02M | 0.00% | +1,732+5.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,627 | $1.02M | 0.00% | +11,328+48.6% | Added |
| Raymond James Trust N.A. | 34,260 | $1.01M | 0.02% | +5,149+17.7% | Added |
| Private Advisor Group, LLC | 34,145 | $1.01M | 0.01% | −158−0.5% | Reduced |
| Kathmere Capital Management, LLC | 33,967 | $1.00M | 0.11% | −685−2.0% | Reduced |
| Centennial Bank | 33,528 | $990.4K | 0.49% | −100−0.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 33,150 | $979.3K | 0.60% | +33,150 | New |
| Atlas Capital Advisors LLC | 32,622 | $963.7K | 0.13% | −745−2.2% | Reduced |
| Zhang Financial LLC | 32,000 | $945.3K | 0.07% | −2,337−6.8% | Reduced |
| Bayesian Capital Management, LP | 31,800 | $939.4K | 0.11% | −10,600−25.0% | Reduced |
| MAI Capital Management | 31,641 | $934.7K | 0.01% | −2,538−7.4% | Reduced |
| Seven Eight Capital, LP | 31,137 | $919.8K | 0.10% | −17,529−36.0% | Reduced |
| First Hawaiian Bank | 31,125 | $919.4K | 0.03% | −1,594−4.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 31,054 | $917.3K | 0.20% | +5,392+21.0% | Added |
| Avantax Advisory Services, Inc. | 30,985 | $915.3K | 0.01% | +30,985 | New |
| Ethic Inc. | 30,730 | $907.8K | 0.02% | +8,044+35.5% | Added |
| Ballentine Partners, LLC | 30,628 | $904.8K | 0.02% | +552+1.8% | Added |
| AdvisorShares Investments LLC | 29,797 | $892.1K | 0.16% | −716−2.3% | Reduced |
| Advisors Capital Management, LLC | 29,983 | $886.0K | 0.02% | +1,429+5.0% | Added |
| Personal Cfo Solutions, LLC | 29,694 | $877.2K | 0.13% | +170+0.6% | Added |
| Transatlantique Private Wealth LLC | 29,507 | $868.4K | 0.35% | +285+1.0% | Added |
| Connable Office Inc | 29,352 | $867.1K | 0.09% | −1,307−4.3% | Reduced |
| Valeo Financial Advisors, LLC | 29,083 | $859.1K | 0.03% | −61−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,025 | $857.4K | 0.00% | +3,762+14.9% | Added |
| Cullinan Associates Inc | 29,000 | $856.7K | 0.05% | +2,500+9.4% | Added |
| ABN AMRO Bank N.V. | 28,300 | $839.2K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 28,388 | $838.6K | 0.02% | +1,416+5.2% | Added |
| AQR Capital Management LLC | 27,928 | $825.0K | 0.00% | +19,382+226.8% | Added |
| Atomi Financial Group, Inc. | 27,881 | $823.6K | 0.06% | −3,825−12.1% | Reduced |
| Diversify Wealth Management, LLC | 29,382 | $821.8K | 0.10% | +29,382 | New |
| Clarius Group, LLC | 27,831 | $821.8K | 0.06% | −2,218−7.4% | Reduced |
| Ronald Blue Trust, Inc. | 26,344 | $809.3K | 0.01% | +14,461+121.7% | Added |
| Rehmann Capital Advisory Group | 27,081 | $800.0K | 0.06% | +721+2.7% | Added |
| Simmons Bank | 27,003 | $797.7K | 0.06% | −44,163−62.1% | Reduced |
| Tudor Investment Corp Et Al | 26,119 | $771.6K | 0.01% | +14,930+133.4% | Added |
| Cookson Peirce & Co Inc | 26,021 | $768.7K | 0.04% | +105+0.4% | Added |
| Liberty One Investment Management, LLC | 24,881 | $735.0K | 0.08% | −1,349−5.1% | Reduced |
| Greenwich Wealth Management LLC | 24,847 | $734.0K | 0.05% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 26,446 | $724.1K | 0.01% | +26,446 | New |
| Fifth Third Bancorp | 24,239 | $716.0K | 0.00% | −3,695−13.2% | Reduced |
| United Capital Financial Advisers, LLC | 24,041 | $710.2K | 0.01% | +572+2.4% | Added |
| Evergreen Capital Management LLC | 23,480 | $693.6K | 0.03% | −608−2.5% | Reduced |
| Coldstream Capital Management Inc | 22,883 | $676.0K | 0.02% | +9,113+66.2% | Added |
| Compton Wealth Advisory Group, LLC | 22,591 | $667.3K | 0.18% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 22,354 | $660.3K | 0.05% | +40+0.2% | Added |
| Sciencast Management LP | 20,789 | $614.1K | 0.21% | +20,789 | New |
| Cambridge Investment Research Advisors, Inc. | 20,392 | $602.0K | 0.00% | +443+2.2% | Added |
| Dorsey & Whitney Trust CO LLC | 20,264 | $598.6K | 0.04% | −68−0.3% | Reduced |
| Covenant Partners, LLC | 20,031 | $591.7K | 0.18% | +10,123+102.2% | Added |
| Verition Fund Management LLC | 19,683 | $581.4K | 0.00% | +9,795+99.1% | Added |
| Solstein Capital, LLC | 19,334 | $569.8K | 0.37% | 00.0% | Unchanged |
| Prudential Financial Inc | 18,850 | $556.8K | 0.00% | −175−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 18,654 | $551.2K | 0.00% | −534,966−96.6% | Reduced |
| Clearstead Advisors, LLC | 18,423 | $544.2K | 0.01% | +2,751+17.6% | Added |
| Oppenheimer Asset Management Inc. | 18,009 | $532.0K | 0.01% | +1,386+8.3% | Added |