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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 11,237 | $347.3K | 0.00% | +58+0.5% | Added |
| Mission Wealth Management, LP | 11,251 | $347.8K | 0.01% | −871−7.2% | Reduced |
| American Trust Investment Advisors, LLC | 11,340 | $350.5K | 0.14% | −1,440−11.3% | Reduced |
| Sowell Financial Services LLC | 11,483 | $355.0K | 0.02% | −292−2.5% | Reduced |
| Allianz SE | 11,543 | $356.6K | 0.01% | −12−0.1% | Reduced |
| Crestline Management, LP | 11,711 | $362.0K | 0.02% | +11,711 | New |
| swisspartners Advisors Ltd | 14,000 | $364.8K | 0.34% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11,805 | $364.9K | 0.01% | +11,805 | New |
| Bleakley Financial Group, LLC | 11,961 | $369.7K | 0.01% | +1,410+13.4% | Added |
| First National Bank of Hutchinson | 12,129 | $374.9K | 0.24% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 12,211 | $377.4K | 0.05% | +103+0.9% | Added |
| Winning Points Advisors, LLC | 15,534 | $383.7K | 0.73% | +15,534 | New |
| TD Waterhouse Canada Inc. | 12,533 | $385.8K | 0.00% | +3,350+36.5% | Added |
| TD Private Client Wealth LLC | 12,813 | $396.1K | 0.01% | +394+3.2% | Added |
| Rockefeller Capital Management L.P. | 12,833 | $396.7K | 0.00% | −5,821−31.2% | Reduced |
| Sax Wealth Advisors, LLC | 12,843 | $397.0K | 0.04% | +1,070+9.1% | Added |
| Citadel Advisors LLC | 12,933 | $399.8K | 0.00% | −235,666−94.8% | Reduced |
| Leuthold Group, LLC | 13,057 | $403.6K | 0.04% | −327−2.4% | Reduced |
| Pinnacle Associates Ltd | 13,123 | $405.5K | 0.01% | +3,400+35.0% | Added |
| Seed Wealth Management, Inc. | 13,135 | $406.0K | 0.32% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 13,394 | $414.0K | 0.24% | −284−2.1% | Reduced |
| Principal Street Partners, LLC | 14,049 | $415.3K | 0.07% | +6,918+97.0% | Added |
| West Family Investments, Inc. | 13,537 | $418.4K | 0.14% | +13,537 | New |
| Dakota Wealth Management | 13,570 | $419.4K | 0.01% | −443−3.2% | Reduced |
| Spire Wealth Management | 13,574 | $419.6K | 0.01% | −423−3.0% | Reduced |
| Eqis Capital Management, Inc. | 13,641 | $421.6K | 0.03% | −658−4.6% | Reduced |
| 44 Wealth Management LLC | 13,214 | $422.2K | 0.15% | +13,214 | New |
| Macquarie Group Ltd | 14,000 | $431.5K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 14,620 | $452.0K | 0.12% | −837−5.4% | Reduced |
| New Vernon Capital Holdings II LLC | 14,767 | $456.4K | 0.25% | +14,767 | New |
| Klingenstein Fields & Co LP | 14,930 | $461.5K | 0.02% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 14,266 | $468.2K | 0.05% | −211−1.5% | Reduced |
| Mediolanum International Funds Ltd | 15,083 | $469.5K | 0.01% | +812+5.7% | Added |
| Prudential Financial Inc | 15,292 | $472.7K | 0.00% | −3,558−18.9% | Reduced |
| National Asset Management, Inc. | 15,371 | $473.3K | 0.01% | −496−3.1% | Reduced |
| Stonegate Investment Group, LLC | 15,456 | $477.8K | 0.01% | +797+5.4% | Added |
| Studio Investment Management LLC | 15,556 | $480.8K | 0.10% | +464+3.1% | Added |
| Gallacher Capital Management LLC | 15,617 | $482.7K | 0.22% | +102+0.7% | Added |
| Thrivent Financial for Lutherans | 15,775 | $488.0K | 0.00% | +4,889+44.9% | Added |
| Sage Rhino Capital LLC | 15,870 | $490.5K | 0.11% | +95+0.6% | Added |
| Thoroughbred Financial Services, LLC | 15,966 | $493.0K | 0.03% | −50−0.3% | Reduced |
| Gradient Investments LLC | 15,989 | $494.2K | 0.01% | −142−0.9% | Reduced |
| PDS Planning, Inc | 16,455 | $508.6K | 0.05% | +74+0.5% | Added |
| Parallel Advisors, LLC | 16,824 | $520.0K | 0.01% | +272+1.6% | Added |
| NBC Securities, Inc. | 17,142 | $529.0K | 0.04% | −12−0.1% | Reduced |
| Ieq Capital, LLC | 17,336 | $535.9K | 0.01% | +1,666+10.6% | Added |
| Fifth Third Bancorp | 17,929 | $554.2K | 0.00% | −6,310−26.0% | Reduced |
| Solstein Capital, LLC | 17,996 | $556.0K | 0.29% | −1,338−6.9% | Reduced |
| Davenport & Co LLC | 17,989 | $556.1K | 0.00% | +1,158+6.9% | Added |
| Capital Fund Management S.A. | 18,053 | $558.0K | 0.01% | +18,053 | New |
| Harbour Capital Advisors, LLC | 17,890 | $565.0K | 0.13% | +9,065+102.7% | Added |
| Clearstead Advisors, LLC | 18,423 | $569.5K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 18,759 | $579.8K | 0.04% | −9,072−32.6% | Reduced |
| Oppenheimer Asset Management Inc. | 19,054 | $589.0K | 0.01% | +1,045+5.8% | Added |
| Dorsey & Whitney Trust CO LLC | 20,423 | $631.3K | 0.03% | +159+0.8% | Added |
| XTX Topco Ltd | 20,534 | $634.7K | 0.05% | +4,322+26.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,948 | $644.3K | 0.01% | +7,557+56.4% | Added |
| Callan Capital, LLC | 21,330 | $659.3K | 0.05% | +4,875+29.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,658 | $669.0K | 0.00% | +1,266+6.2% | Added |
| Ethic Inc. | 22,686 | $696.9K | 0.02% | −8,044−26.2% | Reduced |
| Checchi Capital Advisers, LLC | 22,579 | $697.9K | 0.05% | +225+1.0% | Added |
| Compton Wealth Advisory Group, LLC | 22,591 | $698.3K | 0.18% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 23,080 | $713.4K | 0.45% | −27,483−54.4% | Reduced |
| Summit Global Investments | 23,445 | $725.0K | 0.05% | −24,287−50.9% | Reduced |
| United Capital Financial Advisers, LLC | 23,656 | $731.2K | 0.01% | −385−1.6% | Reduced |
| Liberty One Investment Management, LLC | 23,697 | $732.5K | 0.07% | −1,184−4.8% | Reduced |
| Susquehanna International Securities, Ltd. | 23,869 | $737.8K | 0.25% | −4,992,556−99.5% | Reduced |
| Evergreen Capital Management LLC | 24,317 | $751.6K | 0.03% | +837+3.6% | Added |
| Cookson Peirce & Co Inc | 24,436 | $755.3K | 0.04% | −1,585−6.1% | Reduced |
| Simmons Bank | 24,769 | $765.6K | 0.06% | −2,234−8.3% | Reduced |
| Greenwich Wealth Management LLC | 24,847 | $768.0K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 24,863 | $768.5K | 0.02% | +1,980+8.7% | Added |
| Advisors Capital Management, LLC | 25,408 | $785.0K | 0.01% | −4,575−15.3% | Reduced |
| JFS Wealth Advisors, LLC | 26,817 | $828.9K | 0.06% | +26,071+3,494.8% | Added |
| Rehmann Capital Advisory Group | 27,012 | $835.0K | 0.05% | −69−0.3% | Reduced |
| Net Worth Advisory Group | 27,110 | $838.0K | 0.25% | +27,110 | New |
| First Hawaiian Bank | 27,978 | $864.8K | 0.03% | −3,147−10.1% | Reduced |
| AdvisorShares Investments LLC | 28,005 | $865.6K | 0.17% | −1,792−6.0% | Reduced |
| Personal Cfo Solutions, LLC | 28,578 | $883.3K | 0.12% | −1,116−3.8% | Reduced |
| Connable Office Inc | 29,352 | $907.3K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 29,429 | $909.7K | 0.00% | −6,519−18.1% | Reduced |
| Atomi Financial Group, Inc. | 29,587 | $914.5K | 0.06% | +1,706+6.1% | Added |
| Northwestern Mutual Wealth Management Co | 29,836 | $922.2K | 0.00% | +811+2.8% | Added |
| Valeo Financial Advisors, LLC | 29,893 | $924.0K | 0.03% | +810+2.8% | Added |
| Squarepoint Ops LLC | 30,068 | $929.4K | 0.00% | −8,189−21.4% | Reduced |
| Atlas Capital Advisors LLC | 30,318 | $937.1K | 0.14% | −2,304−7.1% | Reduced |
| Cullinan Associates Inc | 29,000 | $937.4K | 0.05% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 30,567 | $945.0K | 0.01% | −10,815−26.1% | Reduced |
| Avantax Advisory Services, Inc. | 30,680 | $948.3K | 0.01% | −305−1.0% | Reduced |
| AQR Capital Management LLC | 30,936 | $956.2K | 0.00% | +3,008+10.8% | Added |
| Verition Fund Management LLC | 31,214 | $964.8K | 0.01% | +11,531+58.6% | Added |
| Centennial Bank | 31,339 | $968.7K | 0.44% | −2,189−6.5% | Reduced |
| Advisors Asset Management, Inc. | 31,596 | $976.6K | 0.02% | +3,208+11.3% | Added |
| Diversify Wealth Management, LLC | 31,060 | $992.4K | 0.10% | +1,678+5.7% | Added |
| Raymond James Trust N.A. | 32,506 | $1.00M | 0.02% | −1,754−5.1% | Reduced |
| Janney Montgomery Scott LLC | 32,593 | $1.01M | 0.00% | −2,106−6.1% | Reduced |
| Wolverine Trading, LLC | 32,577 | $1.01M | 0.03% | −15,264−31.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 32,920 | $1.02M | 0.59% | −230−0.7% | Reduced |
| Seven Eight Capital, LP | 33,293 | $1.03M | 0.09% | +2,156+6.9% | Added |
| Kathmere Capital Management, LLC | 33,438 | $1.03M | 0.10% | −529−1.6% | Reduced |