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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 550 institutions
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 766 institutions
Value heldQ3 2024: $42.6B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026766$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$18.5B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q2 2024.

Institutions holding UBS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Forsta Ap-Fonden442,323$00.00%−192,433−30.3%Reduced
McClarren Financial Advisors, Inc.16$00.00%−13−44.8%Reduced
Covestor Ltd6$00.00%00.0%Unchanged
Northwest Financial Advisors1$310.00%+1New
Tortoise Investment Management, LLC3$930.00%00.0%Unchanged
Tucker Asset Management LLC4$1240.00%00.0%Unchanged
West Branch Capital LLC4$1280.00%+4New
Moisand Fitzgerald Tamayo, LLC9$2790.00%00.0%Unchanged
Central Trust Co17$5110.00%+17New
Harvest Fund Management Co., Ltd34$1.00K0.00%−233−87.3%Reduced
Creekmur Asset Management LLC36$1.11K0.00%00.0%Unchanged
CoreCap Advisors, LLC41$1.27K0.00%00.0%Unchanged
Abound Wealth Management43$1.33K0.00%+23+115.0%Added
AdvisorNet Financial, Inc47$1.45K0.00%00.0%Unchanged
Bogart Wealth, LLC48$1.48K0.00%00.0%Unchanged
Avion Wealth65$2.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC65$2.01K0.00%00.0%Unchanged
Mendota Financial Group, LLC65$2.01K0.00%+21+47.7%Added
Fortitude Family Office, LLC74$2.29K0.00%00.0%Unchanged
Eastern Bank77$2.38K0.00%+77New
Colonial Trust Co80$2.48K0.00%00.0%Unchanged
Cornerstone Planning Group LLC81$2.66K0.00%+9+12.5%Added
Asset Dedication, LLC95$2.94K0.00%+95New
McMahon Financial Advisors, LLC99$3.06K0.00%00.0%Unchanged
Park Place Capital Corp99$3.06K0.00%00.0%Unchanged
Beacon Capital Management, LLC111$3.43K0.00%00.0%Unchanged
Sunbelt Securities, Inc.120$3.71K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC120$3.71K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC128$3.96K0.00%+128New
DecisionPoint Financial, LLC136$4.20K0.00%00.0%Unchanged
CVA Family Office, LLC138$4.27K0.00%00.0%Unchanged
Highline Wealth Partners LLC138$4.27K0.00%+104+305.9%Added
Bull Oak Capital, LLC139$4.30K0.00%+139New
Pacific Capital Wealth Advisors, Inc167$5.16K0.00%00.0%Unchanged
Westside Investment Management, Inc.179$5.22K0.00%00.0%Unchanged
Copeland Capital Management, LLC171$5.29K0.00%+171New
Oliver Lagore Vanvalin Investment Group180$5.56K0.00%−416−69.8%Reduced
ORG Wealth Partners, LLC181$5.59K0.00%+181New
Thurston, Springer, Miller, Herd & Titak, Inc.184$5.69K0.00%00.0%Unchanged
Bell Investment Advisors, Inc187$5.78K0.00%00.0%Unchanged
Federated Hermes, Inc.192$5.93K0.00%00.0%Unchanged
Hoese & Co LLP200$6.18K0.01%+200New
WR Wealth Planners, LLC221$6.83K0.00%−78−26.1%Reduced
Paradigm Asset Management Co LLC224$6.92K0.00%00.0%Unchanged
Winch Advisory Services, LLC227$7.02K0.00%00.0%Unchanged
Brown Brothers Harriman & Co230$7.11K0.00%00.0%Unchanged
Arlington Trust Co LLC235$7.26K0.00%00.0%Unchanged
Penserra Capital Management LLC270$8.00K0.00%−1,671−86.1%Reduced
Salem Investment Counselors Inc270$8.35K0.00%−44−14.0%Reduced
Coppell Advisory Solutions LLC271$8.41K0.00%00.0%Unchanged
Raffa Wealth Management, LLC274$8.47K0.00%00.0%Unchanged
WealthCollab, LLC308$9.52K0.01%00.0%Unchanged
Annapolis Financial Services, LLC309$9.55K0.00%00.0%Unchanged
Paladin Wealth, LLC311$9.61K0.01%+311New
Jaffetilchin Investment Partners, LLC313$9.67K0.00%+313New
Glass Jacobson Investment Advisors llc315$9.74K0.00%00.0%Unchanged
Sterling Capital Management LLC315$9.74K0.00%+315New
Hanson & Doremus Investment Management339$10.0K0.00%−93−21.5%Reduced
Frazier Financial Advisors, LLC365$11.3K0.01%−451−55.3%Reduced
Bullock Wealth Management Group383$11.8K0.01%+383New
Pinnacle Bancorp, Inc.382$11.8K0.00%+382New
Global Financial Private Client, LLC399$12.3K0.00%+399New
Union Savings Bank410$12.7K0.01%00.0%Unchanged
Montag A & Associates Inc414$12.8K0.00%00.0%Unchanged
Addison Advisors LLC425$13.1K0.00%−153−26.5%Reduced
GW&K Investment Management, LLC464$14.0K0.00%00.0%Unchanged
Key Financial Inc456$14.1K0.00%00.0%Unchanged
Baldwin Brothers Inc464$14.3K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC475$14.7K0.02%00.0%Unchanged
Financial Management Professionals, Inc.481$15.0K0.00%−8−1.6%Reduced
Gables Capital Management Inc.500$15.5K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.500$15.5K0.01%00.0%Unchanged
Grove Bank & Trust504$15.6K0.00%+294+140.0%Added
Cape Investment Advisory, Inc.524$16.2K0.01%00.0%Unchanged
Ashton Thomas Securities, LLC528$16.3K0.00%+528New
Chilton Capital Management LLC572$17.7K0.00%00.0%Unchanged
Anchor Investment Management, LLC580$17.9K0.00%00.0%Unchanged
Clean Yield Group591$18.3K0.01%+591New
FinTrust Capital Advisors, LLC659$20.4K0.00%+8+1.2%Added
Zions Bancorporation, N.A.691$21.4K0.00%−312−31.1%Reduced
Rise Advisors, LLC725$22.4K0.01%00.0%Unchanged
GAMMA Investing LLC793$24.5K0.00%+129+19.4%Added
Sound Income Strategies, LLC832$25.7K0.00%+128+18.2%Added
Householder Group Estate & Retirement Specialist, LLC867$26.0K0.01%+2+0.2%Added
First Horizon Advisors, Inc.890$27.5K0.00%−74−7.7%Reduced
Geneos Wealth Management Inc.924$28.6K0.00%+924New
McIlrath & Eck, LLC991$30.6K0.00%00.0%Unchanged
Community Bank, N.A.1,000$30.9K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,000$30.9K0.00%−400−28.6%Reduced
CKW Financial Group1,200$37.0K0.00%−200−14.3%Reduced
Aquatic Capital Management LLC1,322$40.9K0.00%+1,322New
Parkside Financial Bank & Trust1,383$42.7K0.01%−17−1.2%Reduced
Federation des caisses Desjardins du Quebec1,432$44.3K0.00%+50+3.6%Added
Larson Financial Group LLC1,519$47.0K0.00%00.0%Unchanged
Continuum Advisory, LLC1,532$48.5K0.01%+450+41.6%Added
Mather Group, LLC.1,630$50.4K0.00%−5−0.3%Reduced
Advisory Services Network, LLC1,794$53.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,748$54.0K0.00%+151+9.5%Added
Group One Trading, L.P.1,809$55.9K0.00%+1,809New
Activest Wealth Management1,817$56.1K0.02%00.0%Unchanged