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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 17,154 | $506.0K | 0.05% | +2,873+20.1% | Added |
| Davenport & Co LLC | 16,831 | $497.2K | 0.00% | +3,080+22.4% | Added |
| Parallel Advisors, LLC | 16,552 | $489.0K | 0.01% | +420+2.6% | Added |
| Callan Capital, LLC | 16,455 | $486.1K | 0.04% | +2,200+15.4% | Added |
| PDS Planning, Inc | 16,381 | $483.9K | 0.05% | −173−1.0% | Reduced |
| XTX Topco Ltd | 16,212 | $478.9K | 0.04% | +16,212 | New |
| Gradient Investments LLC | 16,131 | $476.5K | 0.01% | +30.0% | Added |
| Thoroughbred Financial Services, LLC | 16,016 | $473.0K | 0.03% | +16,016 | New |
| National Asset Management, Inc. | 15,867 | $468.7K | 0.01% | −14,049−47.0% | Reduced |
| Sage Rhino Capital LLC | 15,775 | $466.0K | 0.11% | −423−2.6% | Reduced |
| HRT Financial LP | 15,703 | $463.0K | 0.00% | −459−2.8% | Reduced |
| Ieq Capital, LLC | 15,670 | $462.9K | 0.01% | +3,022+23.9% | Added |
| Guggenheim Capital LLC | 15,577 | $460.1K | 0.00% | +2,402+18.2% | Added |
| Gallacher Capital Management LLC | 15,515 | $458.3K | 0.24% | +1,118+7.8% | Added |
| FDx Advisors, Inc. | 15,457 | $457.0K | 0.13% | −724−4.5% | Reduced |
| Perigon Wealth Management, LLC | 15,280 | $451.4K | 0.01% | −44−0.3% | Reduced |
| Walleye Capital LLC | 15,252 | $450.5K | 0.00% | −236,999−94.0% | Reduced |
| Fox Run Management, L.L.C. | 15,186 | $448.6K | 0.08% | +5,679+59.7% | Added |
| Studio Investment Management LLC | 15,092 | $445.8K | 0.10% | +184+1.2% | Added |
| Klingenstein Fields & Co LP | 14,930 | $441.0K | 0.02% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 14,477 | $436.8K | 0.05% | +14,477 | New |
| Stonegate Investment Group, LLC | 14,659 | $433.0K | 0.01% | +2,101+16.7% | Added |
| Boston Private Wealth LLC | 14,585 | $430.8K | 0.01% | −3,062−17.4% | Reduced |
| Eqis Capital Management, Inc. | 14,299 | $422.4K | 0.03% | −3,481−19.6% | Reduced |
| Centiva Capital, LP | 14,158 | $418.2K | 0.02% | +14,158 | New |
| Dakota Wealth Management | 14,013 | $413.9K | 0.01% | −583−4.0% | Reduced |
| Spire Wealth Management | 13,997 | $413.5K | 0.01% | −3,990−22.2% | Reduced |
| Two Sigma Securities, LLC | 13,766 | $406.6K | 0.02% | +13,766 | New |
| Diversify Advisory Services, LLC | 13,432 | $406.6K | 0.02% | −20,539−60.5% | Reduced |
| Sivia Capital Partners, LLC | 13,678 | $404.0K | 0.27% | +796+6.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,391 | $395.6K | 0.02% | +2,906+27.7% | Added |
| Leuthold Group, LLC | 13,384 | $395.4K | 0.05% | +5,669+73.5% | Added |
| Mediolanum International Funds Ltd | 14,271 | $391.7K | 0.01% | +1,217+9.3% | Added |
| Seed Wealth Management, Inc. | 13,135 | $388.0K | 0.34% | +890+7.3% | Added |
| Wedbush Securities Inc | 12,967 | $383.0K | 0.01% | −4,416−25.4% | Reduced |
| Lindbrook Capital, LLC | 12,825 | $378.9K | 0.04% | +444+3.6% | Added |
| American Trust Investment Advisors, LLC | 12,780 | $377.5K | 0.18% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 12,668 | $374.2K | 0.07% | +12,668 | New |
| Scientech Research LLC | 12,562 | $371.1K | 0.08% | +12,562 | New |
| swisspartners Advisors Ltd | 14,000 | $370.3K | 0.37% | 00.0% | Unchanged |
| Macquarie Group Ltd | 14,000 | $370.3K | 0.00% | +14,000 | New |
| TD Private Client Wealth LLC | 12,419 | $366.9K | 0.01% | +10,709+626.3% | Added |
| Tower Research Capital LLC (TRC) | 12,407 | $366.5K | 0.01% | −14,641−54.1% | Reduced |
| Colony Group, LLC | 12,364 | $365.0K | 0.00% | +52+0.4% | Added |
| First National Bank of Hutchinson | 12,129 | $358.3K | 0.23% | −2,547−17.4% | Reduced |
| Mission Wealth Management, LP | 12,122 | $358.1K | 0.01% | +2,714+28.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,108 | $357.7K | 0.05% | +5,390+80.2% | Added |
| Sowell Financial Services LLC | 11,775 | $348.0K | 0.02% | +8+0.1% | Added |
| Sax Wealth Advisors, LLC | 11,773 | $347.8K | 0.03% | +11,773 | New |
| Mitsubishi UFJ Trust & Banking Corp | 11,480 | $344.0K | 0.00% | −655−5.4% | Reduced |
| Allianz SE | 11,555 | $340.1K | 0.01% | −6,205−34.9% | Reduced |
| D'Orazio & Associates, Inc. | 11,266 | $332.8K | 0.05% | +20.0% | Added |
| Synovus Financial Corp | 11,179 | $330.2K | 0.00% | −66−0.6% | Reduced |
| Investors Research Corp | 11,118 | $328.4K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 11,100 | $327.9K | 0.09% | +349+3.2% | Added |
| Sage Mountain Advisors LLC | 10,966 | $323.9K | 0.03% | +3,642+49.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,901 | $322.0K | 0.01% | +591+5.7% | Added |
| Thrivent Financial for Lutherans | 10,886 | $322.0K | 0.00% | +952+9.6% | Added |
| Barometer Capital Management Inc. | 10,889 | $321.7K | 0.12% | +10,889 | New |
| Claro Advisors LLC | 10,759 | $317.8K | 0.05% | −923−7.9% | Reduced |
| Ascent Group, LLC | 10,575 | $312.4K | 0.03% | −1,423−11.9% | Reduced |
| Bleakley Financial Group, LLC | 10,551 | $311.7K | 0.01% | −1,183−10.1% | Reduced |
| Shilanski & Associates, Inc. | 10,545 | $311.5K | 0.10% | −804−7.1% | Reduced |
| Simplicity Wealth,LLC | 10,527 | $311.0K | 0.01% | −1,207−10.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,511 | $310.5K | 0.01% | +437+4.3% | Added |
| Stephens Inc | 10,432 | $308.2K | 0.00% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $300.0K | 0.03% | – | – |
| Gamco Investors, Inc. Et Al | 10,070 | $297.5K | 0.00% | +10+0.1% | Added |
| CAPROCK Group, Inc. | 10,005 | $295.5K | 0.01% | −368−3.5% | Reduced |
| GenTrust, LLC | 9,918 | $293.0K | 0.02% | +9,918 | New |
| Optas, LLC | 9,890 | $292.1K | 0.08% | +123+1.3% | Added |
| Financial Counselors Inc | 9,814 | $289.9K | 0.00% | −1,465−13.0% | Reduced |
| D.A. Davidson & Co. | 9,730 | $287.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 9,723 | $287.2K | 0.00% | −1,900−16.3% | Reduced |
| Aprio Wealth Management, LLC | 9,704 | $286.7K | 0.05% | −252−2.5% | Reduced |
| Calamos Wealth Management LLC | 9,695 | $286.4K | 0.02% | −320−3.2% | Reduced |
| Financial Advocates Investment Management | 9,598 | $283.5K | 0.02% | +14+0.1% | Added |
| EverSource Wealth Advisors, LLC | 9,373 | $282.9K | 0.02% | +819+9.6% | Added |
| Wrapmanager Inc | 9,550 | $282.1K | 0.08% | −1,800−15.9% | Reduced |
| Millennium Management LLC | 9,495 | $280.5K | 0.00% | −645,862−98.6% | Reduced |
| TD Waterhouse Canada Inc. | 9,183 | $275.0K | 0.00% | −5,156−36.0% | Reduced |
| Legacy Financial Advisors, Inc. | 9,256 | $273.4K | 0.05% | +9,256 | New |
| Werba Rubin Papier Wealth Management | 9,087 | $268.4K | 0.07% | −1,372−13.1% | Reduced |
| Engineers Gate Manager LP | 9,036 | $266.9K | 0.01% | +9,036 | New |
| Harbour Capital Advisors, LLC | 8,825 | $264.2K | 0.06% | +8,825 | New |
| Commerce Bank | 8,932 | $263.9K | 0.00% | −137−1.5% | Reduced |
| Wedmont Private Capital | 8,294 | $259.1K | 0.02% | +768+10.2% | Added |
| Five Oceans Advisors | 8,723 | $257.7K | 0.14% | −48−0.5% | Reduced |
| Keel Point, LLC | 8,798 | $257.3K | 0.02% | −550−5.9% | Reduced |
| Pictet & Cie (Europe) SA | 8,709 | $256.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 8,652 | $255.6K | 0.00% | +3,652+73.0% | Added |
| Keybank National Association | 8,454 | $249.7K | 0.00% | +8,454 | New |
| Cozad Asset Management Inc | 8,286 | $244.8K | 0.02% | 00.0% | Unchanged |
| Columbia Asset Management | 8,268 | $244.0K | 0.05% | +8,268 | New |
| Fiduciary Trust Co | 8,079 | $238.7K | 0.00% | +40.0% | Added |
| Hilltop Holdings Inc. | 7,993 | $235.3K | 0.03% | +30.0% | Added |
| Advisor OS, LLC | 7,940 | $234.5K | 0.03% | −298−3.6% | Reduced |
| Park National Corp | 7,907 | $233.6K | 0.01% | +262+3.4% | Added |
| Knights of Columbus Asset Advisors LLC | 7,770 | $229.5K | 0.01% | +3,070+65.3% | Added |
| CWM, LLC | 7,618 | $225.0K | 0.00% | +555+7.9% | Added |