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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 33,466 | $1.03M | 0.19% | +33,466 | New |
| Ballentine Partners, LLC | 33,567 | $1.04M | 0.02% | +2,939+9.6% | Added |
| Gabelli Funds LLC | 34,000 | $1.05M | 0.01% | −3,000−8.1% | Reduced |
| Sequoia Financial Advisors, LLC | 34,228 | $1.06M | 0.01% | −594−1.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 47,771 | $1.06M | 0.01% | +12,323+34.8% | Added |
| Zhang Financial LLC | 34,640 | $1.07M | 0.07% | +2,640+8.3% | Added |
| Private Advisor Group, LLC | 34,962 | $1.08M | 0.01% | +817+2.4% | Added |
| Transatlantique Private Wealth LLC | 35,195 | $1.08M | 0.42% | +5,688+19.3% | Added |
| Jefferies Financial Group Inc. | 35,471 | $1.09M | 0.02% | −272,446−88.5% | Reduced |
| Lake Street Advisors Group, LLC | 35,428 | $1.10M | 0.05% | −968−2.7% | Reduced |
| Sanctuary Advisors, LLC | 34,515 | $1.10M | 0.01% | +8,069+30.5% | Added |
| Beverly Hills Private Wealth, LLC | 36,047 | $1.11M | 0.23% | +4,993+16.1% | Added |
| Bailard, Inc. | 36,226 | $1.12M | 0.03% | +265+0.7% | Added |
| Ronald Blue Trust, Inc. | 38,153 | $1.13M | 0.01% | +11,809+44.8% | Added |
| SOL Capital Management CO | 36,830 | $1.14M | 0.13% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 37,491 | $1.16M | 0.10% | +2,671+7.7% | Added |
| Quadrant Capital Group LLC | 37,582 | $1.16M | 0.08% | +857+2.3% | Added |
| Snowden Capital Advisors LLC | 37,746 | $1.17M | 0.03% | −1,442−3.7% | Reduced |
| GWM Advisors LLC | 37,820 | $1.17M | 0.01% | −14,972−28.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 37,841 | $1.17M | 0.00% | +37,301+6,907.6% | Added |
| Walleye Capital LLC | 39,765 | $1.23M | 0.01% | +24,513+160.7% | Added |
| Legacy Capital Group California, Inc. | 40,537 | $1.25M | 0.42% | −794−1.9% | Reduced |
| Schechter Investment Advisors, LLC | 41,199 | $1.27M | 0.09% | −462−1.1% | Reduced |
| Baker Ellis Asset Management LLC | 41,600 | $1.29M | 0.18% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 41,880 | $1.29M | 0.30% | +440+1.1% | Added |
| Morningstar Investment Services LLC | 44,917 | $1.39M | 0.01% | +1,316+3.0% | Added |
| Assetmark, Inc | 45,964 | $1.42M | 0.00% | +1,779+4.0% | Added |
| Credit Capital Investments LLC | 46,000 | $1.42M | 1.76% | −4,000−8.0% | Reduced |
| Advisor Group Holdings, Inc. | 46,339 | $1.43M | 0.00% | +542+1.2% | Added |
| Vise Technologies, Inc. | 46,544 | $1.44M | 0.18% | −2,346−4.8% | Reduced |
| Greenleaf Trust | 48,471 | $1.50M | 0.01% | +451+0.9% | Added |
| Rhumbline Advisers | 49,403 | $1.53M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 50,835 | $1.57M | 0.00% | +9,426+22.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 51,401 | $1.59M | 0.01% | −1,345−2.5% | Reduced |
| TownSquare Capital, LLC | 51,533 | $1.59M | 0.02% | +14,794+40.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 53,220 | $1.65M | 0.77% | −61−0.1% | Reduced |
| Pitcairn Co | 53,287 | $1.65M | 0.10% | −7,925−12.9% | Reduced |
| Yousif Capital Management, LLC | 53,672 | $1.66M | 0.02% | −1,981−3.6% | Reduced |
| Qtron Investments LLC | 53,790 | $1.66M | 0.23% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 54,971 | $1.70M | 0.09% | +14,007+34.2% | Added |
| Dynamic Technology Lab Private Ltd | 56,012 | $1.73M | 0.18% | +56,012 | New |
| Forum Financial Management, LP | 56,356 | $1.74M | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 56,701 | $1.75M | 0.01% | +56,701 | New |
| Parallax Volatility Advisers, L.P. | 56,887 | $1.76M | 0.05% | +56,887 | New |
| Mount Yale Investment Advisors, LLC | 57,968 | $1.79M | 0.17% | −4,753−7.6% | Reduced |
| Bessemer Group Inc | 58,239 | $1.80M | 0.00% | −3,820−6.2% | Reduced |
| Susquehanna International Group, LLP | 59,260 | $1.83M | 0.00% | −18,664−24.0% | Reduced |
| Capital International Sarl | 59,554 | $1.84M | 0.05% | −5,891−9.0% | Reduced |
| Syon Capital LLC | 59,519 | $1.84M | 0.16% | +1,966+3.4% | Added |
| Atria Investments LLC | 59,665 | $1.84M | 0.02% | −9,813−14.1% | Reduced |
| Cetera Investment Advisers | 60,011 | $1.85M | 0.00% | −1,836−3.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 60,705 | $1.88M | 0.50% | +438+0.7% | Added |
| Cigna Investments Inc | 61,459 | $1.90M | 0.34% | −196−0.3% | Reduced |
| RSM US Wealth Management LLC | 61,621 | $1.90M | 0.03% | +3,172+5.4% | Added |
| Truist Financial Corp | 62,370 | $1.93M | 0.00% | −698−1.1% | Reduced |
| Banco Santander, S.A. | 63,043 | $1.95M | 0.02% | −8,238−11.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 63,567 | $1.96M | 0.41% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 64,422 | $1.99M | 0.02% | +8,381+15.0% | Added |
| Integrated Wealth Concepts LLC | 65,569 | $2.03M | 0.02% | +457+0.7% | Added |
| Glenmede Trust Co NA | 66,504 | $2.06M | 0.01% | +1,930+3.0% | Added |
| Altman Advisors, Inc. | 68,581 | $2.12M | 0.94% | +669+1.0% | Added |
| Marex Group plc | 71,056 | $2.20M | 0.05% | −1,858−2.5% | Reduced |
| Alaethes Wealth LLC | 71,111 | $2.20M | 0.81% | −4,546−6.0% | Reduced |
| Veriti Management LLC | 72,106 | $2.23M | 0.12% | −1,167−1.6% | Reduced |
| CI Private Wealth, LLC | 72,493 | $2.24M | 0.00% | +8,395+13.1% | Added |
| Signaturefd, LLC | 74,547 | $2.30M | 0.04% | +1,911+2.6% | Added |
| Gendell Jeffrey L | 75,000 | $2.32M | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 75,894 | $2.35M | 0.00% | −227,742−75.0% | Reduced |
| Graham Capital Management, L.P. | 76,254 | $2.36M | 0.08% | −218,455−74.1% | Reduced |
| Equitable Trust Co | 76,577 | $2.37M | 0.15% | −1,020−1.3% | Reduced |
| Beach Investment Counsel Inc | 80,756 | $2.50M | 0.31% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 81,309 | $2.51M | 0.04% | −1,207−1.5% | Reduced |
| Ossiam | 82,045 | $2.53M | 0.05% | +40,177+96.0% | Added |
| Cloverfields Capital Group, LP | 82,566 | $2.55M | 0.82% | +8,479+11.4% | Added |
| Independent Advisor Alliance | 85,636 | $2.65M | 0.10% | −505−0.6% | Reduced |
| MML Investors Services, LLC | 87,008 | $2.69M | 0.01% | −335−0.4% | Reduced |
| Logan Capital Management Inc | 88,025 | $2.72M | 0.11% | +3,540+4.2% | Added |
| US Bancorp | 94,164 | $2.91M | 0.00% | +2,776+3.0% | Added |
| Groupama Asset Managment | 121,007 | $3.00M | 0.08% | +62,579+107.1% | Added |
| Highland Capital Management, LLC | 97,841 | $3.02M | 0.17% | −431−0.4% | Reduced |
| Helios Capital Management Pte. Ltd | 98,224 | $3.03M | 1.87% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 99,061 | $3.05M | 0.10% | −5,053−4.9% | Reduced |
| Point Break Capital Management, LLC | 98,927 | $3.06M | 3.59% | −4,000−3.9% | Reduced |
| Nomura Holdings Inc | 100,025 | $3.09M | 0.02% | +100,025 | New |
| Point72 Hong Kong Ltd | 101,962 | $3.15M | 0.23% | −71,637−41.3% | Reduced |
| Point72 Asset Management, L.P. | 102,700 | $3.17M | 0.01% | +96,300+1,504.7% | Added |
| The PNC Financial Services Group, Inc. | 102,797 | $3.18M | 0.00% | +521+0.5% | Added |
| Plato Investment Management Ltd | 103,270 | $3.19M | 0.26% | +103,270 | New |
| International Assets Investment Management, LLC | 98,850 | $3.20M | 0.01% | +98,850 | New |
| Inspire Trust Co, N.A. | 104,417 | $3.23M | 0.89% | +28,000+36.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 104,905 | $3.24M | 0.01% | +70,278+203.0% | Added |
| NatWest Group plc | 105,698 | $3.27M | 0.97% | +13,928+15.2% | Added |
| Mitchell Capital Management Co | 108,825 | $3.36M | 0.59% | +1,451+1.4% | Added |
| United Services Automobile Association | 110,504 | $3.40M | 0.09% | −13,733−11.1% | Reduced |
| Fiera Capital Corp | 111,500 | $3.45M | 0.01% | +50,041+81.4% | Added |
| Cresset Asset Management, LLC | 117,193 | $3.62M | 0.01% | +7,152+6.5% | Added |
| Timber Creek Capital Management LLC | 117,302 | $3.63M | 1.02% | +31,643+36.9% | Added |
| Vident Advisory, LLC | 117,345 | $3.63M | 0.09% | +63,868+119.4% | Added |
| National Bank of Canada | 118,195 | $3.66M | 0.00% | −77,757−39.7% | Reduced |
| AMF Pensionsforsakring AB | 122,096 | $3.79M | 0.03% | −26,690−17.9% | Reduced |