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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 1,855 | $57.3K | 0.00% | −141−7.1% | Reduced |
| Huntington National Bank | 1,872 | $57.9K | 0.00% | −574−23.5% | Reduced |
| IAG Wealth Partners, LLC | 1,915 | $59.2K | 0.01% | +1,915 | New |
| Washington Trust Co | 1,952 | $60.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,095 | $64.7K | 0.00% | −1,315−38.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,102 | $65.0K | 0.00% | −1,242−37.1% | Reduced |
| CIBC Private Wealth Group, LLC | 2,142 | $66.2K | 0.00% | −46−2.1% | Reduced |
| FSC Wealth Advisors, LLC | 2,313 | $71.5K | 0.05% | +2,313 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,347 | $72.5K | 0.00% | +2,347 | New |
| Harbour Investments, Inc. | 2,531 | $78.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,564 | $79.3K | 0.00% | +2,564 | New |
| Hilltop National Bank | 2,573 | $79.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,620 | $81.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,624 | $81.1K | 0.02% | +355+15.6% | Added |
| Smartleaf Asset Management LLC | 3,403 | $105.6K | 0.01% | +2,119+165.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,450 | $106.6K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 3,508 | $108.4K | 0.00% | −1,198−25.5% | Reduced |
| Rothschild Investment LLC | 3,757 | $116.1K | 0.01% | +234+6.6% | Added |
| Bruce G. Allen Investments, LLC | 3,995 | $123.5K | 0.10% | +652+19.5% | Added |
| SRS Capital Advisors, Inc. | 4,245 | $131.2K | 0.01% | −30−0.7% | Reduced |
| Massmutual Trust Co FSB | 4,248 | $131.3K | 0.00% | +174+4.3% | Added |
| Financial Perspectives, Inc | 4,894 | $151.3K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,941 | $152.7K | 0.01% | −1,160−19.0% | Reduced |
| Chesapeake Asset Management LLC | 4,950 | $153.0K | 0.13% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,076 | $156.9K | 0.00% | −247−4.6% | Reduced |
| IFP Advisors, Inc | 5,081 | $157.1K | 0.01% | −1,507−22.9% | Reduced |
| Hexagon Capital Partners LLC | 5,177 | $160.0K | 0.03% | −157−2.9% | Reduced |
| Allworth Financial LP | 5,194 | $160.5K | 0.00% | +273+5.5% | Added |
| Glen Eagle Advisors, LLC | 5,970 | $184.5K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,342 | $196.0K | 0.01% | −3,031−32.3% | Reduced |
| Tower Research Capital LLC (TRC) | 6,353 | $196.4K | 0.01% | −6,054−48.8% | Reduced |
| 180 Wealth Advisors, LLC | 6,589 | $203.7K | 0.03% | −427−6.1% | Reduced |
| HB Wealth Management, LLC | 6,653 | $205.6K | 0.00% | +6,653 | New |
| Savant Capital, LLC | 6,951 | $214.9K | 0.00% | +6,951 | New |
| RMR Wealth Builders | 6,980 | $215.8K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,012 | $216.7K | 0.01% | −4−0.1% | Reduced |
| Angeles Investment Advisors, LLC | 7,109 | $219.7K | 0.01% | −66−0.9% | Reduced |
| Advisor OS, LLC | 7,146 | $220.9K | 0.02% | −794−10.0% | Reduced |
| Empower Advisory Group, LLC | 7,153 | $221.1K | 0.00% | +303+4.4% | Added |
| Blair William & Co | 7,153 | $221.1K | 0.00% | −210−2.9% | Reduced |
| First City Capital Management, Inc. | 7,164 | $221.4K | 0.11% | −340−4.5% | Reduced |
| Cromwell Holdings LLC | 7,242 | $223.8K | 0.14% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 7,300 | $225.6K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,322 | $226.3K | 0.00% | −10.0% | Reduced |
| HighPoint Advisor Group LLC | 7,284 | $226.6K | 0.01% | +7,284 | New |
| CWM, LLC | 7,347 | $227.0K | 0.00% | −271−3.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,346 | $227.1K | 0.02% | +454+6.6% | Added |
| Seven Mile Advisory | 7,598 | $234.9K | 0.16% | +459+6.4% | Added |
| Central Pacific Bank - Trust Division | 7,600 | $234.9K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,659 | $236.7K | 0.00% | −2,155−22.0% | Reduced |
| Park National Corp | 7,680 | $237.4K | 0.01% | −227−2.9% | Reduced |
| Venturi Wealth Management, LLC | 7,730 | $238.9K | 0.01% | +3,634+88.7% | Added |
| Wrapmanager Inc | 7,775 | $240.3K | 0.06% | −1,775−18.6% | Reduced |
| Traveka Wealth, LLC | 7,782 | $240.5K | 0.12% | +316+4.2% | Added |
| Chicago Trust Co NA | 7,828 | $242.0K | 0.04% | +1,031+15.2% | Added |
| Morse Asset Management, Inc | 7,875 | $243.4K | 0.05% | +7,875 | New |
| Fiduciary Trust Co | 8,074 | $249.6K | 0.00% | −5−0.1% | Reduced |
| Autumn Glory Partners, LLC | 7,888 | $252.2K | 0.10% | +7,888 | New |
| Keybank National Association | 8,278 | $255.9K | 0.00% | −176−2.1% | Reduced |
| Nebula Research & Development LLC | 8,535 | $263.8K | 0.03% | +8,535 | New |
| Columbia Asset Management | 8,552 | $264.0K | 0.05% | +284+3.4% | Added |
| MQS Management LLC | 8,649 | $267.3K | 0.15% | +8,649 | New |
| Five Oceans Advisors | 8,825 | $272.8K | 0.13% | +102+1.2% | Added |
| Keel Point, LLC | 8,838 | $273.2K | 0.02% | +40+0.5% | Added |
| Kestra Private Wealth Services, LLC | 8,968 | $277.2K | 0.01% | +8,968 | New |
| Cullen/Frost Bankers, Inc. | 9,081 | $280.7K | 0.00% | +2,192+31.8% | Added |
| Jones Financial Companies LLLP | 9,084 | $281.7K | 0.00% | +6,282+224.2% | Added |
| Financial Advocates Investment Management | 9,204 | $284.5K | 0.02% | −394−4.1% | Reduced |
| Commerce Bank | 9,278 | $286.8K | 0.00% | +346+3.9% | Added |
| Wedmont Private Capital | 9,173 | $287.2K | 0.02% | +879+10.6% | Added |
| Werba Rubin Papier Wealth Management | 9,382 | $290.0K | 0.07% | +295+3.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,480 | $293.0K | 0.01% | −1,421−13.0% | Reduced |
| Bridgefront Capital, LLC | 9,509 | $293.9K | 0.11% | +9,509 | New |
| Aprio Wealth Management, LLC | 9,598 | $296.7K | 0.05% | −106−1.1% | Reduced |
| Centiva Capital, LP | 9,689 | $299.5K | 0.01% | −4,469−31.6% | Reduced |
| Calamos Wealth Management LLC | 9,695 | $299.7K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,750 | $301.4K | 0.00% | +20+0.2% | Added |
| Oppenheimer & Co Inc | 9,779 | $302.3K | 0.00% | −63,322−86.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 9,793 | $302.7K | 0.02% | +2,023+26.0% | Added |
| Colony Group, LLC | 9,870 | $305.1K | 0.00% | −2,494−20.2% | Reduced |
| Covenant Partners, LLC | 9,908 | $306.3K | 0.09% | −10,123−50.5% | Reduced |
| Optas, LLC | 9,964 | $308.0K | 0.07% | +74+0.7% | Added |
| Whittier Trust Co | 10,152 | $313.7K | 0.00% | +1,500+17.3% | Added |
| Pictet & Cie (Europe) SA | 10,209 | $315.4K | 0.01% | +1,500+17.2% | Added |
| Mesirow Financial Investment Management, Inc. | 10,238 | $316.5K | 0.01% | −273−2.6% | Reduced |
| Diversify Advisory Services, LLC | 9,866 | $320.7K | 0.02% | −3,566−26.5% | Reduced |
| Shilanski & Associates, Inc. | 10,393 | $321.2K | 0.10% | −152−1.4% | Reduced |
| Hilltop Holdings Inc. | 10,428 | $321.5K | 0.02% | +2,435+30.5% | Added |
| Stephens Inc | 10,432 | $322.5K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 10,508 | $324.8K | 0.02% | −67−0.6% | Reduced |
| Oddo BHF Asset Management SAS | 12,661 | $329.9K | 0.02% | +12,661 | New |
| CAPROCK Group, Inc. | 10,676 | $330.0K | 0.01% | +671+6.7% | Added |
| Claro Advisors LLC | 10,714 | $331.2K | 0.04% | −45−0.4% | Reduced |
| Barometer Capital Management Inc. | 10,889 | $336.6K | 0.10% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10,902 | $337.0K | 0.03% | −1,923−15.0% | Reduced |
| Sage Mountain Advisors LLC | 10,966 | $339.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 11,118 | $343.7K | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 11,153 | $344.8K | 0.01% | −4,127−27.0% | Reduced |
| Drive Wealth Management, LLC | 11,164 | $345.1K | 0.09% | +64+0.6% | Added |
| D'Orazio & Associates, Inc. | 11,194 | $346.0K | 0.05% | −72−0.6% | Reduced |