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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 128,980 | $3.99M | 0.01% | +40,485+45.7% | Added |
| HighTower Advisors, LLC | 129,547 | $4.00M | 0.01% | −7,227−5.3% | Reduced |
| Jane Street Group, LLC | 135,803 | $4.20M | 0.01% | −23,128−14.6% | Reduced |
| Brinker Capital Investments, LLC | 135,938 | $4.20M | 0.04% | +2,313+1.7% | Added |
| Orion Portfolio Solutions, LLC | 135,938 | $4.20M | 0.04% | +2,313+1.7% | Added |
| Andra AP-fonden | 166,029 | $4.33M | 0.06% | +166,029 | New |
| Wetherby Asset Management Inc | 140,528 | $4.34M | 0.20% | −685−0.5% | Reduced |
| Kestra Advisory Services, LLC | 141,343 | $4.37M | 0.02% | −5,955−4.0% | Reduced |
| Dorsey Wright & Associates | 141,675 | $4.38M | 1.04% | +15,570+12.3% | Added |
| Jackson Wealth Management, LLC | 151,529 | $4.68M | 0.56% | +64,136+73.4% | Added |
| Quantbot Technologies LP | 152,151 | $4.70M | 0.19% | +82,062+117.1% | Added |
| JustInvest LLC | 157,091 | $4.86M | 0.08% | +9,176+6.2% | Added |
| LPL Financial LLC | 162,503 | $5.02M | 0.00% | −8,332−4.9% | Reduced |
| Clearbridge Investments, LLC | 163,713 | $5.06M | 0.00% | +7,899+5.1% | Added |
| Quantinno Capital Management LP | 165,303 | $5.11M | 0.07% | +24,562+17.5% | Added |
| Mariner, LLC | 169,107 | $5.23M | 0.01% | +7,092+4.4% | Added |
| Ritholtz Wealth Management | 177,436 | $5.48M | 0.17% | +22,363+14.4% | Added |
| Neuberger Berman Group LLC | 182,859 | $5.65M | 0.00% | −513,717−73.7% | Reduced |
| Promethos Capital, LLC | 185,831 | $5.74M | 2.05% | −214,973−53.6% | Reduced |
| Sienna Gestion | 186,544 | $5.75M | 0.38% | +29,566+18.8% | Added |
| SEI Investments Co | 191,984 | $5.93M | 0.01% | +3,754+2.0% | Added |
| Quinn Opportunity Partners LLC | 193,629 | $5.99M | 0.60% | −23,000−10.6% | Reduced |
| Two Sigma Advisers, LP | 196,386 | $6.07M | 0.01% | +88,530+82.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 198,887 | $6.14M | 0.02% | −55,515−21.8% | Reduced |
| Assenagon Asset Management S.A. | 209,859 | $6.48M | 0.01% | +28,597+15.8% | Added |
| First Trust Advisors LP | 213,886 | $6.59M | 0.01% | +41,184+23.8% | Added |
| Charles Schwab Investment Management Inc | 220,042 | $6.80M | 0.00% | +33,089+17.7% | Added |
| Susquehanna International Group Ltd. | 220,460 | $6.81M | 1.44% | +220,460 | New |
| Pathstone Holdings, LLC | 220,545 | $6.82M | 0.03% | −34,081−13.4% | Reduced |
| Ensign Peak Advisors, Inc | 221,894 | $6.87M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 234,010 | $7.23M | 0.01% | +24,338+11.6% | Added |
| LGT Fund Management Co Ltd. | 238,853 | $7.40M | 0.77% | +37,123+18.4% | Added |
| Cubist Systematic Strategies, LLC | 252,246 | $7.80M | 0.12% | +55,233+28.0% | Added |
| Crossmark Global Holdings, Inc. | 255,672 | $7.90M | 0.14% | +69,592+37.4% | Added |
| Value Partners Investments Inc. | 260,881 | $8.07M | 0.65% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 265,950 | $8.22M | 2.65% | +1,866+0.7% | Added |
| Mercer Global Advisors Inc | 280,075 | $8.63M | 0.02% | +8,596+3.2% | Added |
| Mutual of America Capital Management LLC | 287,938 | $8.92M | 0.09% | −220,168−43.3% | Reduced |
| Prudential PLC | 293,593 | $9.05M | 0.05% | −8,201−2.7% | Reduced |
| MetLife Investment Management | 292,388 | $9.05M | 0.05% | −5,435−1.8% | Reduced |
| Rovida Advisors Inc. | 300,000 | $9.24M | 2.91% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 316,312 | $9.76M | 0.20% | +6,054+2.0% | Added |
| D. E. Shaw & Co., Inc. | 317,247 | $9.81M | 0.01% | +217,637+218.5% | Added |
| Contravisory Investment Management, Inc. | 319,542 | $9.88M | 2.11% | −922−0.3% | Reduced |
| RBF Capital, LLC | 325,000 | $10.0M | 0.51% | 00.0% | Unchanged |
| M&T Bank Corp | 335,228 | $10.4M | 0.03% | −5,369−1.6% | Reduced |
| Baader Bank INC | 350,000 | $10.8M | 0.91% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 350,000 | $10.8M | 6.41% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 353,536 | $10.9M | 0.02% | −6,427−1.8% | Reduced |
| Gardner Lewis Asset Management L P | 377,712 | $11.7M | 3.31% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 393,517 | $12.2M | 0.13% | −16,163−3.9% | Reduced |
| Henry James International Management, Inc. | 410,744 | $12.7M | 4.43% | −23,903−5.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 413,250 | $12.8M | 0.11% | −173,000−29.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 440,181 | $14.2M | 0.13% | +10,790+2.5% | Added |
| Janney Capital Management LLC | 471,811 | $14.6M | 0.98% | −6,794−1.4% | Reduced |
| Systrade AG | 485,000 | $14.8M | 31.08% | +385,000+385.0% | Added |
| Moran Wealth Management, LLC | 500,407 | $15.5M | 0.48% | −352−0.1% | Reduced |
| USS Investment Management Ltd | 503,370 | $15.5M | 0.11% | +34,578+7.4% | Added |
| Baker Avenue Asset Management, LP | 512,165 | $15.8M | 0.50% | +3,278+0.6% | Added |
| Channing Global Advisors, LLC | 532,829 | $16.5M | 13.89% | −26,341−4.7% | Reduced |
| Voya Investment Management LLC | 550,058 | $17.0M | 0.02% | +4,712+0.9% | Added |
| Edmond de Rothschild Holding S.A. | 565,681 | $17.5M | 0.28% | +16,895+3.1% | Added |
| Pictet North America Advisors SA | 572,355 | $17.7M | 1.75% | −90,000−13.6% | Reduced |
| Stifel Financial Corp | 589,142 | $18.2M | 0.02% | +22,704+4.0% | Added |
| Zurich Insurance Group Ltd | 591,285 | $18.2M | 0.15% | −117,067−16.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 616,705 | $19.0M | 0.06% | +128,331+26.3% | Added |
| Qube Research & Technologies Ltd | 635,423 | $19.6M | 0.04% | +635,423 | New |
| Mangrove Partners | 659,546 | $20.4M | 1.97% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 674,379 | $20.8M | 0.21% | +10,979+1.7% | Added |
| Alliancebernstein L.P. | 699,719 | $21.6M | 0.01% | −85,457−10.9% | Reduced |
| Todd Asset Management LLC | 720,210 | $22.3M | 0.52% | −308,834−30.0% | Reduced |
| Fisher Asset Management, LLC | 772,707 | $23.9M | 0.01% | +772,707 | New |
| Wells Fargo & Company | 837,880 | $25.9M | 0.01% | −3,603−0.4% | Reduced |
| Levin Capital Strategies, L.P. | 905,333 | $28.0M | 2.71% | −19,896−2.2% | Reduced |
| Optiver Holding B.V. | 1,014,878 | $31.4M | 0.80% | −1,452,583−58.9% | Reduced |
| Raymond James & Associates | 1,014,965 | $31.4M | 0.02% | +12,380+1.2% | Added |
| Exane Asset Management | 1,019,905 | $31.4M | 25.16% | +795,132+353.7% | Added |
| Renaissance Technologies LLC | 1,023,391 | $31.6M | 0.05% | +409,300+66.7% | Added |
| American Century Companies Inc | 1,053,296 | $32.6M | 0.02% | +139,055+15.2% | Added |
| Credit Agricole S A | 1,185,920 | $36.7M | 0.19% | +516,934+77.3% | Added |
| TD Asset Management Inc | 1,201,122 | $37.4M | 0.03% | −134,506−10.1% | Reduced |
| Manufacturers Life Insurance Company, The | 1,409,585 | $43.7M | 0.04% | +18,918+1.4% | Added |
| Franklin Resources Inc | 1,332,626 | $43.9M | 0.01% | −206,517−13.4% | Reduced |
| State of Tennessee, Treasury Department | 1,436,288 | $44.4M | 0.16% | −21,725−1.5% | Reduced |
| ABN AMRO Bank N.V. | 1,476,766 | $45.3M | 0.62% | +1,448,466+5,118.3% | Added |
| Brandes Investment Partners, LP | 1,622,431 | $50.1M | 0.56% | −112,029−6.5% | Reduced |
| HSBC Holdings PLC | 1,651,086 | $50.9M | 0.03% | −522,891−24.1% | Reduced |
| Envestnet Asset Management Inc | 1,704,866 | $52.7M | 0.02% | −62,525−3.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,751,869 | $54.1M | 0.11% | +181,219+11.5% | Added |
| J. Safra Sarasin Holding AG | 1,753,073 | $54.2M | 0.94% | +1,015,595+137.7% | Added |
| Mackenzie Financial Corp | 1,763,230 | $54.4M | 0.08% | −85,688−4.6% | Reduced |
| Border to Coast Pensions Partnership Ltd | 1,817,211 | $56.0M | 1.14% | 00.0% | Unchanged |
| Bank of Montreal | 1,815,726 | $56.4M | 0.03% | −334,123−15.5% | Reduced |
| Antipodes Partners Ltd | 1,864,442 | $57.6M | 2.00% | +1,864,442 | New |
| Great West Life Assurance Co | 1,922,125 | $59.4M | 0.10% | +96,563+5.3% | Added |
| Jupiter Asset Management Ltd | 1,967,474 | $60.8M | 0.53% | +1,276,832+184.9% | Added |
| Invesco Ltd. | 2,004,239 | $62.0M | 0.01% | −48,363−2.4% | Reduced |
| Patient Capital Management, LLC | 2,022,019 | $62.5M | 3.07% | −6,918−0.3% | Reduced |
| Janus Henderson Group PLC | 2,066,849 | $63.8M | 0.03% | +37,446+1.8% | Added |
| Public Sector Pension Investment Board | 2,136,398 | $66.0M | 0.36% | +323,310+17.8% | Added |