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, Q3 2024
Institutional positions in UBS Group AG as of Sep 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
- 550
- +1 vs. Q2 2024
- Shares held
- 1.38B
- −16.4M (−1.2%) vs. Q2 2024
- Total value
- $42.6B
- +$1.37B (+3.3%) vs. Q2 2024
- New holders
- 57
- 192 more added
- Sold out
- 56
- 204 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 176,024,452 | $5.42B | 0.76% | +7,735,583+4.6% | Added |
| UBS Group AG | 155,464,979 | $4.81B | 1.35% | −1,127,515−0.7% | Reduced |
| Vanguard Group Inc | 126,590,440 | $3.92B | 0.07% | +1,647,374+1.3% | Added |
| Massachusetts Financial Services Co | 91,250,596 | $2.82B | 0.84% | −6,872,714−7.0% | Reduced |
| UBS Asset Management Americas Inc | 75,751,555 | $2.34B | 0.60% | −13,291,573−14.9% | Reduced |
| Dodge & Cox | 73,371,442 | $2.26B | 1.28% | −70,800−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 57,349,524 | $1.77B | 5.27% | +3,289,387+6.1% | Added |
| JPMorgan Chase & Co | 51,081,088 | $1.58B | 0.13% | +8,416,240+19.7% | Added |
| Cevian Capital II GP LTD | 43,787,401 | $1.35B | 42.56% | 00.0% | Unchanged |
| FMR LLC | 42,924,004 | $1.32B | 0.08% | −6,405,399−13.0% | Reduced |
| Capital World Investors | 39,378,229 | $1.22B | 0.19% | +108,555+0.3% | Added |
| Pictet Asset Management Holding SA | 29,424,171 | $909.0M | 1.00% | −504,405−1.7% | Reduced |
| Legal & General Group Plc | 27,888,044 | $861.5M | 0.23% | −88,477−0.3% | Reduced |
| Pzena Investment Management LLC | 30,802,466 | $802.7M | 2.59% | +851,231+2.8% | Added |
| Deutsche Bank AG | 23,329,469 | $721.1M | 0.29% | +2,211,233+10.5% | Added |
| Arrowstreet Capital, Limited Partnership | 22,138,529 | $682.8M | 0.58% | −11,199,684−33.6% | Reduced |
| Goldman Sachs Group Inc | 20,689,332 | $639.5M | 0.12% | +2,965,231+16.7% | Added |
| Amundi | 16,656,249 | $519.7M | 0.19% | −1,953,200−10.5% | Reduced |
| Vontobel Holding Ltd. | 16,143,674 | $497.5M | 1.61% | +26,061+0.2% | Added |
| Wellington Management Group LLP | 13,708,623 | $423.5M | 0.07% | +2,307,033+20.2% | Added |
| Bank of America Corp | 11,688,510 | $361.3M | 0.03% | +3,057,814+35.4% | Added |
| Nuveen Asset Management, LLC | 11,075,888 | $342.2M | 0.10% | −1,224,833−10.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,781,586 | $333.1M | 0.34% | −2,078,478−16.2% | Reduced |
| Morgan Stanley | 10,005,794 | $309.3M | 0.02% | −3,8460.0% | Reduced |
| Canada Pension Plan Investment Board | 9,169,746 | $283.3M | 0.27% | +538,927+6.2% | Added |
| Bank of New York Mellon Corp | 8,963,572 | $277.1M | 0.05% | −156,302−1.7% | Reduced |
| Royal Bank of Canada | 7,987,916 | $246.9M | 0.05% | +123,118+1.6% | Added |
| Royal London Asset Management Ltd | 7,149,149 | $221.0M | 0.54% | +43,881+0.6% | Added |
| ARGA Investment Management, LP | 6,892,162 | $212.2M | 7.03% | +372,258+5.7% | Added |
| FIL Ltd | 6,835,680 | $210.5M | 0.19% | −245,381−3.5% | Reduced |
| Banque Cantonale Vaudoise | 6,792,649 | $209.8M | 8.64% | −839,039−11.0% | Reduced |
| Acadian Asset Management LLC | 5,983,301 | $184.8M | 0.57% | −3,795,964−38.8% | Reduced |
| Russell Investments Group, Ltd. | 5,487,445 | $169.5M | 0.25% | −208,753−3.7% | Reduced |
| WCM Investment Management, LLC | 5,193,752 | $161.4M | 0.37% | −81,685−1.5% | Reduced |
| Natixis Advisors, L.P. | 5,207,913 | $161.0M | 0.31% | +258,058+5.2% | Added |
| AXA S.A. | 5,001,766 | $154.6M | 0.46% | +560,369+12.6% | Added |
| Citigroup Inc | 4,553,888 | $140.7M | 0.13% | −2,506,211−35.5% | Reduced |
| M&G Plc | 4,507,947 | $138.6M | 0.71% | +135,766+3.1% | Added |
| Allianz Asset Management GmbH | 4,372,896 | $135.1M | 0.21% | +227,524+5.5% | Added |
| LGT Group Foundation | 4,360,623 | $132.8M | 2.18% | +930,892+27.1% | Added |
| Aviva PLC | 4,132,788 | $127.5M | 0.33% | −48,388−1.2% | Reduced |
| BlackRock, Inc. | 3,877,716 | $119.9M | 0.00% | +3,877,716 | New |
| DekaBank Deutsche Girozentrale | 4,269,505 | $113.7M | 0.21% | −429,255−9.1% | Reduced |
| Compagnie Lombard Odier SCmA | 3,539,802 | $109.4M | 1.70% | +1,064,807+43.0% | Added |
| Northern Trust Corp | 3,408,136 | $105.3M | 0.02% | +37,933+1.1% | Added |
| Korea Investment CORP | 3,249,572 | $100.4M | 0.24% | −576,750−15.1% | Reduced |
| Ameriprise Financial Inc | 2,962,756 | $91.5M | 0.02% | +133,833+4.7% | Added |
| Liontrust Investment Partners LLP | 2,537,727 | $74.7M | 1.06% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,247,230 | $69.4M | 0.30% | +2,247,230 | New |
| Captrust Financial Advisors | 2,160,704 | $66.8M | 0.20% | −23,320−1.1% | Reduced |
| Public Sector Pension Investment Board | 2,136,398 | $66.0M | 0.36% | +323,310+17.8% | Added |
| Janus Henderson Group PLC | 2,066,849 | $63.8M | 0.03% | +37,446+1.8% | Added |
| Patient Capital Management, LLC | 2,022,019 | $62.5M | 3.07% | −6,918−0.3% | Reduced |
| Invesco Ltd. | 2,004,239 | $62.0M | 0.01% | −48,363−2.4% | Reduced |
| Jupiter Asset Management Ltd | 1,967,474 | $60.8M | 0.53% | +1,276,832+184.9% | Added |
| Great West Life Assurance Co | 1,922,125 | $59.4M | 0.10% | +96,563+5.3% | Added |
| Antipodes Partners Ltd | 1,864,442 | $57.6M | 2.00% | +1,864,442 | New |
| Bank of Montreal | 1,815,726 | $56.4M | 0.03% | −334,123−15.5% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,817,211 | $56.0M | 1.14% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,763,230 | $54.4M | 0.08% | −85,688−4.6% | Reduced |
| J. Safra Sarasin Holding AG | 1,753,073 | $54.2M | 0.94% | +1,015,595+137.7% | Added |
| Caisse de Depot Et Placement du Quebec | 1,751,869 | $54.1M | 0.11% | +181,219+11.5% | Added |
| Envestnet Asset Management Inc | 1,704,866 | $52.7M | 0.02% | −62,525−3.5% | Reduced |
| HSBC Holdings PLC | 1,651,086 | $50.9M | 0.03% | −522,891−24.1% | Reduced |
| Brandes Investment Partners, LP | 1,622,431 | $50.1M | 0.56% | −112,029−6.5% | Reduced |
| ABN AMRO Bank N.V. | 1,476,766 | $45.3M | 0.62% | +1,448,466+5,118.3% | Added |
| State of Tennessee, Treasury Department | 1,436,288 | $44.4M | 0.16% | −21,725−1.5% | Reduced |
| Franklin Resources Inc | 1,332,626 | $43.9M | 0.01% | −206,517−13.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,409,585 | $43.7M | 0.04% | +18,918+1.4% | Added |
| TD Asset Management Inc | 1,201,122 | $37.4M | 0.03% | −134,506−10.1% | Reduced |
| Credit Agricole S A | 1,185,920 | $36.7M | 0.19% | +516,934+77.3% | Added |
| American Century Companies Inc | 1,053,296 | $32.6M | 0.02% | +139,055+15.2% | Added |
| Renaissance Technologies LLC | 1,023,391 | $31.6M | 0.05% | +409,300+66.7% | Added |
| Exane Asset Management | 1,019,905 | $31.4M | 25.16% | +795,132+353.7% | Added |
| Raymond James & Associates | 1,014,965 | $31.4M | 0.02% | +12,380+1.2% | Added |
| Optiver Holding B.V. | 1,014,878 | $31.4M | 0.80% | −1,452,583−58.9% | Reduced |
| Levin Capital Strategies, L.P. | 905,333 | $28.0M | 2.71% | −19,896−2.2% | Reduced |
| Wells Fargo & Company | 837,880 | $25.9M | 0.01% | −3,603−0.4% | Reduced |
| Fisher Asset Management, LLC | 772,707 | $23.9M | 0.01% | +772,707 | New |
| Todd Asset Management LLC | 720,210 | $22.3M | 0.52% | −308,834−30.0% | Reduced |
| Alliancebernstein L.P. | 699,719 | $21.6M | 0.01% | −85,457−10.9% | Reduced |
| Banque Pictet & Cie SA | 674,379 | $20.8M | 0.21% | +10,979+1.7% | Added |
| Mangrove Partners | 659,546 | $20.4M | 1.97% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 635,423 | $19.6M | 0.04% | +635,423 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 616,705 | $19.0M | 0.06% | +128,331+26.3% | Added |
| Zurich Insurance Group Ltd | 591,285 | $18.2M | 0.15% | −117,067−16.5% | Reduced |
| Stifel Financial Corp | 589,142 | $18.2M | 0.02% | +22,704+4.0% | Added |
| Pictet North America Advisors SA | 572,355 | $17.7M | 1.75% | −90,000−13.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 565,681 | $17.5M | 0.28% | +16,895+3.1% | Added |
| Voya Investment Management LLC | 550,058 | $17.0M | 0.02% | +4,712+0.9% | Added |
| Channing Global Advisors, LLC | 532,829 | $16.5M | 13.89% | −26,341−4.7% | Reduced |
| Baker Avenue Asset Management, LP | 512,165 | $15.8M | 0.50% | +3,278+0.6% | Added |
| USS Investment Management Ltd | 503,370 | $15.5M | 0.11% | +34,578+7.4% | Added |
| Moran Wealth Management, LLC | 500,407 | $15.5M | 0.48% | −352−0.1% | Reduced |
| Systrade AG | 485,000 | $14.8M | 31.08% | +385,000+385.0% | Added |
| Janney Capital Management LLC | 471,811 | $14.6M | 0.98% | −6,794−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 440,181 | $14.2M | 0.13% | +10,790+2.5% | Added |
| Teachers Retirement System of the State of Kentucky | 413,250 | $12.8M | 0.11% | −173,000−29.5% | Reduced |
| Henry James International Management, Inc. | 410,744 | $12.7M | 4.43% | −23,903−5.5% | Reduced |
| QRG Capital Management, Inc. | 393,517 | $12.2M | 0.13% | −16,163−3.9% | Reduced |