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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 314 | $9.28K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 311 | $9.19K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 309 | $9.13K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 308 | $9.10K | 0.01% | +126+69.2% | Added |
| WR Wealth Planners, LLC | 299 | $8.83K | 0.00% | +2+0.7% | Added |
| Raffa Wealth Management, LLC | 274 | $8.09K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 271 | $8.01K | 0.00% | +271 | New |
| Harvest Fund Management Co., Ltd | 267 | $8.00K | 0.00% | +15+6.0% | Added |
| Arlington Trust Co LLC | 235 | $6.94K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 230 | $6.79K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 227 | $6.71K | 0.00% | +5+2.3% | Added |
| Paradigm Asset Management Co LLC | 224 | $6.62K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 210 | $6.20K | 0.00% | +210 | New |
| Great Lakes Retirement, Inc. | 200 | $5.91K | 0.00% | +200 | New |
| Federated Hermes, Inc. | 192 | $5.67K | 0.00% | +18+10.3% | Added |
| Bell Investment Advisors, Inc | 187 | $5.52K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 184 | $5.43K | 0.00% | +184 | New |
| ORG Partners LLC | 181 | $5.42K | 0.00% | +181 | New |
| Westside Investment Management, Inc. | 179 | $5.29K | 0.00% | +179 | New |
| Pacific Capital Wealth Advisors, Inc | 167 | $4.93K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 153 | $4.52K | 0.00% | +153 | New |
| Johnson Financial Group, Inc. | 139 | $4.11K | 0.00% | +139 | New |
| DecisionPoint Financial, LLC | 136 | $4.11K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 138 | $4.08K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 126 | $3.87K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 120 | $3.54K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 120 | $3.54K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $3.28K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 99 | $2.92K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 99 | $2.92K | 0.00% | +99 | New |
| First Financial Corp | 97 | $2.87K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 89 | $2.63K | 0.00% | +89 | New |
| Colonial Trust Co | 80 | $2.36K | 0.00% | +80 | New |
| Fortitude Family Office, LLC | 74 | $2.19K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 72 | $2.01K | 0.00% | +54+300.0% | Added |
| GHP Investment Advisors, Inc. | 67 | $1.97K | 0.00% | +66+6,600.0% | Added |
| Tyler-Stone Wealth Management | 66 | $1.95K | 0.00% | +66 | New |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $1.92K | 0.00% | −329−83.5% | Reduced |
| Brown Financial Advisors | 54 | $1.59K | 0.00% | +54 | New |
| Bogart Wealth, LLC | 48 | $1.42K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 47 | $1.39K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 44 | $1.30K | 0.00% | +44 | New |
| CoreCap Advisors, LLC | 41 | $1.21K | 0.00% | +41 | New |
| Creekmur Asset Management LLC | 36 | $1.06K | 0.00% | +36 | New |
| Highline Wealth Partners LLC | 34 | $1.00K | 0.00% | +34 | New |
| Avion Wealth | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $591 | 0.00% | −51−71.8% | Reduced |
| Lynx Investment Advisory | 11 | $325 | 0.00% | +11 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $266 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $118 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $89 | 0.00% | +3 | New |
| McClarren Financial Advisors, Inc. | 29 | $0 | 0.00% | +12+70.6% | Added |
| Forsta Ap-Fonden | 634,756 | $0 | 0.00% | +189,495+42.6% | Added |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |