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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 7,600 | $224.5K | 0.03% | 00.0% | Unchanged |
| Readystate Asset Management LP | 7,511 | $221.9K | 0.01% | +7,511 | New |
| First City Capital Management, Inc. | 7,504 | $221.7K | 0.12% | −375−4.8% | Reduced |
| OneAscent Financial Services LLC | 7,471 | $221.0K | 0.03% | −1,124−13.1% | Reduced |
| Traveka Wealth, LLC | 7,466 | $220.5K | 0.11% | +435+6.2% | Added |
| Lighthouse Investment Partners, LLC | 7,440 | $219.8K | 0.01% | +7,440 | New |
| 180 Wealth Advisors, LLC | 7,016 | $217.7K | 0.04% | −1,424−16.9% | Reduced |
| Blair William & Co | 7,363 | $217.5K | 0.00% | +176+2.4% | Added |
| Resources Investment Advisors, LLC. | 7,323 | $216.3K | 0.00% | +7,323 | New |
| Westover Capital Advisors, LLC | 7,300 | $215.6K | 0.06% | +7,300 | New |
| Cromwell Holdings LLC | 7,242 | $213.9K | 0.13% | +7,242 | New |
| Senator Investment Group LP | 7,224 | $213.4K | 0.01% | −505,000−98.6% | Reduced |
| Angeles Investment Advisors, LLC | 7,175 | $211.9K | 0.01% | +7,175 | New |
| Seven Mile Advisory | 7,139 | $210.9K | 0.16% | −113−1.6% | Reduced |
| Principal Street Partners, LLC | 7,131 | $210.7K | 0.04% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 7,135 | $210.0K | 0.00% | −736−9.4% | Reduced |
| We Are One Seven, LLC | 7,107 | $209.9K | 0.01% | −1,341−15.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,016 | $207.3K | 0.01% | −1,989−22.1% | Reduced |
| RMR Wealth Builders | 6,980 | $206.2K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 6,892 | $203.6K | 0.02% | +10.0% | Added |
| Cullen/Frost Bankers, Inc. | 6,889 | $203.5K | 0.00% | −2,595−27.4% | Reduced |
| Empower Advisory Group, LLC | 6,850 | $202.3K | 0.00% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,797 | $200.8K | 0.04% | +6,797 | New |
| IFP Advisors, Inc | 6,588 | $194.6K | 0.01% | +105+1.6% | Added |
| Point72 Asset Management, L.P. | 6,400 | $189.1K | 0.00% | +6,400 | New |
| GeoWealth Management, LLC | 6,101 | $180.2K | 0.01% | −177−2.8% | Reduced |
| Glen Eagle Advisors, LLC | 5,970 | $176.4K | 0.03% | +210+3.6% | Added |
| State of Wyoming | 5,847 | $172.7K | 0.03% | +5,847 | New |
| Hexagon Capital Partners LLC | 5,334 | $157.6K | 0.03% | +1,168+28.0% | Added |
| Principal Securities, Inc. | 5,323 | $157.2K | 0.00% | −1,444−21.3% | Reduced |
| Allworth Financial LP | 4,921 | $149.7K | 0.00% | +425+9.5% | Added |
| Chesapeake Asset Management LLC | 4,950 | $146.2K | 0.14% | −4,250−46.2% | Reduced |
| Financial Perspectives, Inc | 4,894 | $144.6K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 4,706 | $139.0K | 0.00% | +263+5.9% | Added |
| SRS Capital Advisors, Inc. | 4,275 | $126.3K | 0.01% | −120−2.7% | Reduced |
| Venturi Wealth Management, LLC | 4,096 | $121.0K | 0.01% | +4,096 | New |
| Massmutual Trust Co FSB | 4,074 | $120.3K | 0.00% | +650+19.0% | Added |
| Rothschild Investment LLC | 3,523 | $104.1K | 0.01% | +953+37.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,450 | $101.4K | 0.04% | +812+30.8% | Added |
| Global Retirement Partners, LLC | 3,410 | $100.7K | 0.00% | +1,483+77.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,344 | $98.8K | 0.00% | −659−16.5% | Reduced |
| Bruce G. Allen Investments, LLC | 3,343 | $98.8K | 0.08% | −722−17.8% | Reduced |
| SYSTM Wealth Solutions LLC | 3,206 | $94.7K | 0.02% | −9,459−74.7% | Reduced |
| Emfo, LLC | 3,002 | $88.7K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,802 | $82.8K | 0.00% | +1,888+206.6% | Added |
| Creative Financial Designs Inc | 2,620 | $77.4K | 0.01% | +6+0.2% | Added |
| Hilltop National Bank | 2,573 | $76.0K | 0.02% | +2,573 | New |
| Harbour Investments, Inc. | 2,531 | $74.8K | 0.00% | +204+8.8% | Added |
| Huntington National Bank | 2,446 | $72.3K | 0.00% | −298−10.9% | Reduced |
| Rosenberg Matthew Hamilton | 2,269 | $67.9K | 0.02% | −355−13.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,188 | $66.5K | 0.00% | +148+7.3% | Added |
| Opal Wealth Advisors, LLC | 2,125 | $62.8K | 0.02% | +763+56.0% | Added |
| Proequities, Inc. | 1,996 | $59.0K | 0.00% | −574−22.3% | Reduced |
| Cacti Asset Management LLC | 2,001 | $58.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,941 | $58.0K | 0.00% | +1,680+643.7% | Added |
| Washington Trust Co | 1,952 | $57.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,817 | $53.5K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,794 | $53.0K | 0.00% | +1,794 | New |
| Ashton Thomas Private Wealth, LLC | 1,706 | $50.4K | 0.00% | +1,706 | New |
| Mather Group, LLC. | 1,635 | $50.2K | 0.00% | −26−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,666 | $49.0K | 0.00% | +1,416+566.4% | Added |
| Farther Finance Advisors, LLC | 1,597 | $47.8K | 0.00% | +481+43.1% | Added |
| Larson Financial Group LLC | 1,519 | $44.9K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,400 | $41.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,400 | $41.4K | 0.00% | +1,400 | New |
| Federation des caisses Desjardins du Quebec | 1,382 | $40.8K | 0.00% | +691+100.0% | Added |
| RFP Financial Group LLC | 1,321 | $39.0K | 0.01% | −108−7.6% | Reduced |
| Smartleaf Asset Management LLC | 1,284 | $37.8K | 0.01% | +892+227.6% | Added |
| Continuum Advisory, LLC | 1,082 | $32.0K | 0.00% | −109−9.2% | Reduced |
| Rakuten Securities, Inc. | 1,060 | $31.3K | 0.01% | +60+6.0% | Added |
| Zions Bancorporation, N.A. | 1,003 | $29.6K | 0.00% | −621−38.2% | Reduced |
| Community Bank, N.A. | 1,000 | $29.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 991 | $29.3K | 0.00% | +120+13.8% | Added |
| First Horizon Advisors, Inc. | 964 | $28.5K | 0.00% | −198−17.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 865 | $25.0K | 0.01% | +107+14.1% | Added |
| Frazier Financial Advisors, LLC | 816 | $24.1K | 0.02% | +320+64.5% | Added |
| JFS Wealth Advisors, LLC | 746 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 725 | $21.4K | 0.01% | +15+2.1% | Added |
| Sound Income Strategies, LLC | 704 | $20.8K | 0.00% | +270+62.2% | Added |
| GAMMA Investing LLC | 664 | $19.6K | 0.00% | +6+0.9% | Added |
| FinTrust Capital Advisors, LLC | 651 | $19.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 596 | $17.6K | 0.01% | +416+231.1% | Added |
| Anchor Investment Management, LLC | 580 | $17.1K | 0.00% | −311−34.9% | Reduced |
| Addison Advisors LLC | 578 | $17.1K | 0.01% | +578 | New |
| Chilton Capital Management LLC | 572 | $16.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 540 | $16.0K | 0.00% | +540 | New |
| Cape Investment Advisory, Inc. | 524 | $15.5K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $14.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $14.8K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 475 | $14.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 489 | $14.0K | 0.00% | −35−6.7% | Reduced |
| GW&K Investment Management, LLC | 464 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 464 | $13.7K | 0.00% | +16+3.6% | Added |
| Key Financial Inc | 456 | $13.5K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 432 | $13.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 414 | $12.2K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 410 | $12.1K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 367 | $10.8K | 0.00% | +367 | New |
| Glass Jacobson Investment Advisors llc | 315 | $9.31K | 0.00% | 00.0% | Unchanged |