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 |
|---|---|---|---|---|---|
| Gardner Lewis Asset Management L P | 377,712 | $11.7M | 3.31% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 353,536 | $10.9M | 0.02% | −6,427−1.8% | Reduced |
| Black Diamond Capital Management, L.L.C. | 350,000 | $10.8M | 6.41% | 00.0% | Unchanged |
| Baader Bank INC | 350,000 | $10.8M | 0.91% | 00.0% | Unchanged |
| M&T Bank Corp | 335,228 | $10.4M | 0.03% | −5,369−1.6% | Reduced |
| RBF Capital, LLC | 325,000 | $10.0M | 0.51% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 319,542 | $9.88M | 2.11% | −922−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 317,247 | $9.81M | 0.01% | +217,637+218.5% | Added |
| Maryland State Retirement & Pension System | 316,312 | $9.76M | 0.20% | +6,054+2.0% | Added |
| Rovida Advisors Inc. | 300,000 | $9.24M | 2.91% | 00.0% | Unchanged |
| MetLife Investment Management | 292,388 | $9.05M | 0.05% | −5,435−1.8% | Reduced |
| Prudential PLC | 293,593 | $9.05M | 0.05% | −8,201−2.7% | Reduced |
| Mutual of America Capital Management LLC | 287,938 | $8.92M | 0.09% | −220,168−43.3% | Reduced |
| Mercer Global Advisors Inc | 280,075 | $8.63M | 0.02% | +8,596+3.2% | Added |
| RPg Family Wealth Advisory, LLC | 265,950 | $8.22M | 2.65% | +1,866+0.7% | Added |
| Value Partners Investments Inc. | 260,881 | $8.07M | 0.65% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 255,672 | $7.90M | 0.14% | +69,592+37.4% | Added |
| Cubist Systematic Strategies, LLC | 252,246 | $7.80M | 0.12% | +55,233+28.0% | Added |
| LGT Fund Management Co Ltd. | 238,853 | $7.40M | 0.77% | +37,123+18.4% | Added |
| Creative Planning | 234,010 | $7.23M | 0.01% | +24,338+11.6% | Added |
| Ensign Peak Advisors, Inc | 221,894 | $6.87M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 220,545 | $6.82M | 0.03% | −34,081−13.4% | Reduced |
| Susquehanna International Group Ltd. | 220,460 | $6.81M | 1.44% | +220,460 | New |
| Charles Schwab Investment Management Inc | 220,042 | $6.80M | 0.00% | +33,089+17.7% | Added |
| First Trust Advisors LP | 213,886 | $6.59M | 0.01% | +41,184+23.8% | Added |
| Assenagon Asset Management S.A. | 209,859 | $6.48M | 0.01% | +28,597+15.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 198,887 | $6.14M | 0.02% | −55,515−21.8% | Reduced |
| Two Sigma Advisers, LP | 196,386 | $6.07M | 0.01% | +88,530+82.1% | Added |
| Quinn Opportunity Partners LLC | 193,629 | $5.99M | 0.60% | −23,000−10.6% | Reduced |
| SEI Investments Co | 191,984 | $5.93M | 0.01% | +3,754+2.0% | Added |
| Sienna Gestion | 186,544 | $5.75M | 0.38% | +29,566+18.8% | Added |
| Promethos Capital, LLC | 185,831 | $5.74M | 2.05% | −214,973−53.6% | Reduced |
| Neuberger Berman Group LLC | 182,859 | $5.65M | 0.00% | −513,717−73.7% | Reduced |
| Ritholtz Wealth Management | 177,436 | $5.48M | 0.17% | +22,363+14.4% | Added |
| Mariner, LLC | 169,107 | $5.23M | 0.01% | +7,092+4.4% | Added |
| Quantinno Capital Management LP | 165,303 | $5.11M | 0.07% | +24,562+17.5% | Added |
| Clearbridge Investments, LLC | 163,713 | $5.06M | 0.00% | +7,899+5.1% | Added |
| LPL Financial LLC | 162,503 | $5.02M | 0.00% | −8,332−4.9% | Reduced |
| JustInvest LLC | 157,091 | $4.86M | 0.08% | +9,176+6.2% | Added |
| Quantbot Technologies LP | 152,151 | $4.70M | 0.19% | +82,062+117.1% | Added |
| Jackson Wealth Management, LLC | 151,529 | $4.68M | 0.56% | +64,136+73.4% | Added |
| Dorsey Wright & Associates | 141,675 | $4.38M | 1.04% | +15,570+12.3% | Added |
| Kestra Advisory Services, LLC | 141,343 | $4.37M | 0.02% | −5,955−4.0% | Reduced |
| Wetherby Asset Management Inc | 140,528 | $4.34M | 0.20% | −685−0.5% | Reduced |
| Andra AP-fonden | 166,029 | $4.33M | 0.06% | +166,029 | New |
| 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 |
| Jane Street Group, LLC | 135,803 | $4.20M | 0.01% | −23,128−14.6% | Reduced |
| HighTower Advisors, LLC | 129,547 | $4.00M | 0.01% | −7,227−5.3% | Reduced |
| Cerity Partners LLC | 128,980 | $3.99M | 0.01% | +40,485+45.7% | Added |
| AMF Pensionsforsakring AB | 122,096 | $3.79M | 0.03% | −26,690−17.9% | Reduced |
| National Bank of Canada | 118,195 | $3.66M | 0.00% | −77,757−39.7% | Reduced |
| Vident Advisory, LLC | 117,345 | $3.63M | 0.09% | +63,868+119.4% | Added |
| Timber Creek Capital Management LLC | 117,302 | $3.63M | 1.02% | +31,643+36.9% | Added |
| Cresset Asset Management, LLC | 117,193 | $3.62M | 0.01% | +7,152+6.5% | Added |
| Fiera Capital Corp | 111,500 | $3.45M | 0.01% | +50,041+81.4% | Added |
| United Services Automobile Association | 110,504 | $3.40M | 0.09% | −13,733−11.1% | Reduced |
| Mitchell Capital Management Co | 108,825 | $3.36M | 0.59% | +1,451+1.4% | Added |
| NatWest Group plc | 105,698 | $3.27M | 0.97% | +13,928+15.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 104,905 | $3.24M | 0.01% | +70,278+203.0% | Added |
| Inspire Trust Co, N.A. | 104,417 | $3.23M | 0.89% | +28,000+36.6% | Added |
| International Assets Investment Management, LLC | 98,850 | $3.20M | 0.01% | +98,850 | New |
| Plato Investment Management Ltd | 103,270 | $3.19M | 0.26% | +103,270 | New |
| The PNC Financial Services Group, Inc. | 102,797 | $3.18M | 0.00% | +521+0.5% | Added |
| Point72 Asset Management, L.P. | 102,700 | $3.17M | 0.01% | +96,300+1,504.7% | Added |
| Point72 Hong Kong Ltd | 101,962 | $3.15M | 0.23% | −71,637−41.3% | Reduced |
| Nomura Holdings Inc | 100,025 | $3.09M | 0.02% | +100,025 | New |
| Point Break Capital Management, LLC | 98,927 | $3.06M | 3.59% | −4,000−3.9% | Reduced |
| Metis Global Partners, LLC | 99,061 | $3.05M | 0.10% | −5,053−4.9% | Reduced |
| Helios Capital Management Pte. Ltd | 98,224 | $3.03M | 1.87% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 97,841 | $3.02M | 0.17% | −431−0.4% | Reduced |
| Groupama Asset Managment | 121,007 | $3.00M | 0.08% | +62,579+107.1% | Added |
| US Bancorp | 94,164 | $2.91M | 0.00% | +2,776+3.0% | Added |
| Logan Capital Management Inc | 88,025 | $2.72M | 0.11% | +3,540+4.2% | Added |
| MML Investors Services, LLC | 87,008 | $2.69M | 0.01% | −335−0.4% | Reduced |
| Independent Advisor Alliance | 85,636 | $2.65M | 0.10% | −505−0.6% | Reduced |
| Cloverfields Capital Group, LP | 82,566 | $2.55M | 0.82% | +8,479+11.4% | Added |
| Ossiam | 82,045 | $2.53M | 0.05% | +40,177+96.0% | Added |
| Hantz Financial Services, Inc. | 81,309 | $2.51M | 0.04% | −1,207−1.5% | Reduced |
| Beach Investment Counsel Inc | 80,756 | $2.50M | 0.31% | 00.0% | Unchanged |
| Equitable Trust Co | 76,577 | $2.37M | 0.15% | −1,020−1.3% | Reduced |
| Graham Capital Management, L.P. | 76,254 | $2.36M | 0.08% | −218,455−74.1% | Reduced |
| BNP Paribas Arbitrage, SA | 75,894 | $2.35M | 0.00% | −227,742−75.0% | Reduced |
| Gendell Jeffrey L | 75,000 | $2.32M | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 74,547 | $2.30M | 0.04% | +1,911+2.6% | Added |
| CI Private Wealth, LLC | 72,493 | $2.24M | 0.00% | +8,395+13.1% | Added |
| Veriti Management LLC | 72,106 | $2.23M | 0.12% | −1,167−1.6% | Reduced |
| Alaethes Wealth LLC | 71,111 | $2.20M | 0.81% | −4,546−6.0% | Reduced |
| Marex Group plc | 71,056 | $2.20M | 0.05% | −1,858−2.5% | Reduced |
| Altman Advisors, Inc. | 68,581 | $2.12M | 0.94% | +669+1.0% | Added |
| Glenmede Trust Co NA | 66,504 | $2.06M | 0.01% | +1,930+3.0% | Added |
| Integrated Wealth Concepts LLC | 65,569 | $2.03M | 0.02% | +457+0.7% | Added |
| Great Lakes Advisors, LLC | 64,422 | $1.99M | 0.02% | +8,381+15.0% | Added |
| Wealth Alliance Advisory Group, LLC | 63,567 | $1.96M | 0.41% | 00.0% | Unchanged |
| Banco Santander, S.A. | 63,043 | $1.95M | 0.02% | −8,238−11.6% | Reduced |
| Truist Financial Corp | 62,370 | $1.93M | 0.00% | −698−1.1% | Reduced |
| RSM US Wealth Management LLC | 61,621 | $1.90M | 0.03% | +3,172+5.4% | Added |
| Cigna Investments Inc | 61,459 | $1.90M | 0.34% | −196−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 60,705 | $1.88M | 0.50% | +438+0.7% | Added |
| Cetera Investment Advisers | 60,011 | $1.85M | 0.00% | −1,836−3.0% | Reduced |