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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 59,665 | $1.84M | 0.02% | −9,813−14.1% | Reduced |
| Syon Capital LLC | 59,519 | $1.84M | 0.16% | +1,966+3.4% | Added |
| Capital International Sarl | 59,554 | $1.84M | 0.05% | −5,891−9.0% | Reduced |
| Susquehanna International Group, LLP | 59,260 | $1.83M | 0.00% | −18,664−24.0% | Reduced |
| Bessemer Group Inc | 58,239 | $1.80M | 0.00% | −3,820−6.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 57,968 | $1.79M | 0.17% | −4,753−7.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 56,887 | $1.76M | 0.05% | +56,887 | New |
| Schonfeld Strategic Advisors LLC | 56,701 | $1.75M | 0.01% | +56,701 | New |
| Forum Financial Management, LP | 56,356 | $1.74M | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 56,012 | $1.73M | 0.18% | +56,012 | New |
| PEAK6 Investments LLC | 54,971 | $1.70M | 0.09% | +14,007+34.2% | Added |
| Qtron Investments LLC | 53,790 | $1.66M | 0.23% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 53,672 | $1.66M | 0.02% | −1,981−3.6% | Reduced |
| Pitcairn Co | 53,287 | $1.65M | 0.10% | −7,925−12.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 53,220 | $1.65M | 0.77% | −61−0.1% | Reduced |
| TownSquare Capital, LLC | 51,533 | $1.59M | 0.02% | +14,794+40.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 51,401 | $1.59M | 0.01% | −1,345−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 50,835 | $1.57M | 0.00% | +9,426+22.8% | Added |
| Rhumbline Advisers | 49,403 | $1.53M | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 48,471 | $1.50M | 0.01% | +451+0.9% | Added |
| Vise Technologies, Inc. | 46,544 | $1.44M | 0.18% | −2,346−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 46,339 | $1.43M | 0.00% | +542+1.2% | Added |
| Credit Capital Investments LLC | 46,000 | $1.42M | 1.76% | −4,000−8.0% | Reduced |
| Assetmark, Inc | 45,964 | $1.42M | 0.00% | +1,779+4.0% | Added |
| Morningstar Investment Services LLC | 44,917 | $1.39M | 0.01% | +1,316+3.0% | Added |
| Stamos Capital Partners, L.P. | 41,880 | $1.29M | 0.30% | +440+1.1% | Added |
| Baker Ellis Asset Management LLC | 41,600 | $1.29M | 0.18% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 41,199 | $1.27M | 0.09% | −462−1.1% | Reduced |
| Legacy Capital Group California, Inc. | 40,537 | $1.25M | 0.42% | −794−1.9% | Reduced |
| Walleye Capital LLC | 39,765 | $1.23M | 0.01% | +24,513+160.7% | Added |
| 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 |
| Snowden Capital Advisors LLC | 37,746 | $1.17M | 0.03% | −1,442−3.7% | Reduced |
| Quadrant Capital Group LLC | 37,582 | $1.16M | 0.08% | +857+2.3% | Added |
| BTC Capital Management, Inc. | 37,491 | $1.16M | 0.10% | +2,671+7.7% | Added |
| SOL Capital Management CO | 36,830 | $1.14M | 0.13% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 38,153 | $1.13M | 0.01% | +11,809+44.8% | Added |
| Bailard, Inc. | 36,226 | $1.12M | 0.03% | +265+0.7% | Added |
| Beverly Hills Private Wealth, LLC | 36,047 | $1.11M | 0.23% | +4,993+16.1% | Added |
| Sanctuary Advisors, LLC | 34,515 | $1.10M | 0.01% | +8,069+30.5% | Added |
| Lake Street Advisors Group, LLC | 35,428 | $1.10M | 0.05% | −968−2.7% | Reduced |
| Jefferies Financial Group Inc. | 35,471 | $1.09M | 0.02% | −272,446−88.5% | Reduced |
| Transatlantique Private Wealth LLC | 35,195 | $1.08M | 0.42% | +5,688+19.3% | Added |
| Private Advisor Group, LLC | 34,962 | $1.08M | 0.01% | +817+2.4% | Added |
| Zhang Financial LLC | 34,640 | $1.07M | 0.07% | +2,640+8.3% | Added |
| Kovitz Investment Group Partners, LLC | 47,771 | $1.06M | 0.01% | +12,323+34.8% | Added |
| Sequoia Financial Advisors, LLC | 34,228 | $1.06M | 0.01% | −594−1.7% | Reduced |
| Gabelli Funds LLC | 34,000 | $1.05M | 0.01% | −3,000−8.1% | Reduced |
| Ballentine Partners, LLC | 33,567 | $1.04M | 0.02% | +2,939+9.6% | Added |
| Occudo Quantitative Strategies LP | 33,466 | $1.03M | 0.19% | +33,466 | New |
| Kathmere Capital Management, LLC | 33,438 | $1.03M | 0.10% | −529−1.6% | Reduced |
| Seven Eight Capital, LP | 33,293 | $1.03M | 0.09% | +2,156+6.9% | Added |
| Trivant Custom Portfolio Group, LLC | 32,920 | $1.02M | 0.59% | −230−0.7% | Reduced |
| Wolverine Trading, LLC | 32,577 | $1.01M | 0.03% | −15,264−31.9% | Reduced |
| Janney Montgomery Scott LLC | 32,593 | $1.01M | 0.00% | −2,106−6.1% | Reduced |
| Raymond James Trust N.A. | 32,506 | $1.00M | 0.02% | −1,754−5.1% | Reduced |
| Diversify Wealth Management, LLC | 31,060 | $992.4K | 0.10% | +1,678+5.7% | Added |
| Advisors Asset Management, Inc. | 31,596 | $976.6K | 0.02% | +3,208+11.3% | Added |
| Centennial Bank | 31,339 | $968.7K | 0.44% | −2,189−6.5% | Reduced |
| Verition Fund Management LLC | 31,214 | $964.8K | 0.01% | +11,531+58.6% | Added |
| AQR Capital Management LLC | 30,936 | $956.2K | 0.00% | +3,008+10.8% | Added |
| Avantax Advisory Services, Inc. | 30,680 | $948.3K | 0.01% | −305−1.0% | Reduced |
| Park Avenue Securities LLC | 30,567 | $945.0K | 0.01% | −10,815−26.1% | Reduced |
| Cullinan Associates Inc | 29,000 | $937.4K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 30,318 | $937.1K | 0.14% | −2,304−7.1% | Reduced |
| Squarepoint Ops LLC | 30,068 | $929.4K | 0.00% | −8,189−21.4% | Reduced |
| Valeo Financial Advisors, LLC | 29,893 | $924.0K | 0.03% | +810+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 29,836 | $922.2K | 0.00% | +811+2.8% | Added |
| Atomi Financial Group, Inc. | 29,587 | $914.5K | 0.06% | +1,706+6.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 29,429 | $909.7K | 0.00% | −6,519−18.1% | Reduced |
| Connable Office Inc | 29,352 | $907.3K | 0.09% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 28,578 | $883.3K | 0.12% | −1,116−3.8% | Reduced |
| AdvisorShares Investments LLC | 28,005 | $865.6K | 0.17% | −1,792−6.0% | Reduced |
| First Hawaiian Bank | 27,978 | $864.8K | 0.03% | −3,147−10.1% | Reduced |
| Net Worth Advisory Group | 27,110 | $838.0K | 0.25% | +27,110 | New |
| Rehmann Capital Advisory Group | 27,012 | $835.0K | 0.05% | −69−0.3% | Reduced |
| JFS Wealth Advisors, LLC | 26,817 | $828.9K | 0.06% | +26,071+3,494.8% | Added |
| Advisors Capital Management, LLC | 25,408 | $785.0K | 0.01% | −4,575−15.3% | Reduced |
| Coldstream Capital Management Inc | 24,863 | $768.5K | 0.02% | +1,980+8.7% | Added |
| Greenwich Wealth Management LLC | 24,847 | $768.0K | 0.05% | 00.0% | Unchanged |
| Simmons Bank | 24,769 | $765.6K | 0.06% | −2,234−8.3% | Reduced |
| Cookson Peirce & Co Inc | 24,436 | $755.3K | 0.04% | −1,585−6.1% | Reduced |
| Evergreen Capital Management LLC | 24,317 | $751.6K | 0.03% | +837+3.6% | Added |
| Susquehanna International Securities, Ltd. | 23,869 | $737.8K | 0.25% | −4,992,556−99.5% | Reduced |
| Liberty One Investment Management, LLC | 23,697 | $732.5K | 0.07% | −1,184−4.8% | Reduced |
| United Capital Financial Advisers, LLC | 23,656 | $731.2K | 0.01% | −385−1.6% | Reduced |
| Summit Global Investments | 23,445 | $725.0K | 0.05% | −24,287−50.9% | Reduced |
| Massachusetts Wealth Management | 23,080 | $713.4K | 0.45% | −27,483−54.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 22,591 | $698.3K | 0.18% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 22,579 | $697.9K | 0.05% | +225+1.0% | Added |
| Ethic Inc. | 22,686 | $696.9K | 0.02% | −8,044−26.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,658 | $669.0K | 0.00% | +1,266+6.2% | Added |
| Callan Capital, LLC | 21,330 | $659.3K | 0.05% | +4,875+29.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,948 | $644.3K | 0.01% | +7,557+56.4% | Added |
| XTX Topco Ltd | 20,534 | $634.7K | 0.05% | +4,322+26.7% | Added |
| Dorsey & Whitney Trust CO LLC | 20,423 | $631.3K | 0.03% | +159+0.8% | Added |
| Oppenheimer Asset Management Inc. | 19,054 | $589.0K | 0.01% | +1,045+5.8% | Added |
| Clarius Group, LLC | 18,759 | $579.8K | 0.04% | −9,072−32.6% | Reduced |
| Clearstead Advisors, LLC | 18,423 | $569.5K | 0.01% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 17,890 | $565.0K | 0.13% | +9,065+102.7% | Added |