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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 18,053 | $558.0K | 0.01% | +18,053 | New |
| Davenport & Co LLC | 17,989 | $556.1K | 0.00% | +1,158+6.9% | Added |
| Solstein Capital, LLC | 17,996 | $556.0K | 0.29% | −1,338−6.9% | Reduced |
| Fifth Third Bancorp | 17,929 | $554.2K | 0.00% | −6,310−26.0% | Reduced |
| Ieq Capital, LLC | 17,336 | $535.9K | 0.01% | +1,666+10.6% | Added |
| NBC Securities, Inc. | 17,142 | $529.0K | 0.04% | −12−0.1% | Reduced |
| Parallel Advisors, LLC | 16,824 | $520.0K | 0.01% | +272+1.6% | Added |
| PDS Planning, Inc | 16,455 | $508.6K | 0.05% | +74+0.5% | Added |
| Gradient Investments LLC | 15,989 | $494.2K | 0.01% | −142−0.9% | Reduced |
| Thoroughbred Financial Services, LLC | 15,966 | $493.0K | 0.03% | −50−0.3% | Reduced |
| Sage Rhino Capital LLC | 15,870 | $490.5K | 0.11% | +95+0.6% | Added |
| Thrivent Financial for Lutherans | 15,775 | $488.0K | 0.00% | +4,889+44.9% | Added |
| Gallacher Capital Management LLC | 15,617 | $482.7K | 0.22% | +102+0.7% | Added |
| Studio Investment Management LLC | 15,556 | $480.8K | 0.10% | +464+3.1% | Added |
| Stonegate Investment Group, LLC | 15,456 | $477.8K | 0.01% | +797+5.4% | Added |
| National Asset Management, Inc. | 15,371 | $473.3K | 0.01% | −496−3.1% | Reduced |
| Prudential Financial Inc | 15,292 | $472.7K | 0.00% | −3,558−18.9% | Reduced |
| Mediolanum International Funds Ltd | 15,083 | $469.5K | 0.01% | +812+5.7% | Added |
| Bridgewater Advisors Inc. | 14,266 | $468.2K | 0.05% | −211−1.5% | Reduced |
| Klingenstein Fields & Co LP | 14,930 | $461.5K | 0.02% | 00.0% | Unchanged |
| New Vernon Capital Holdings II LLC | 14,767 | $456.4K | 0.25% | +14,767 | New |
| FDx Advisors, Inc. | 14,620 | $452.0K | 0.12% | −837−5.4% | Reduced |
| Macquarie Group Ltd | 14,000 | $431.5K | 0.00% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 13,214 | $422.2K | 0.15% | +13,214 | New |
| Eqis Capital Management, Inc. | 13,641 | $421.6K | 0.03% | −658−4.6% | Reduced |
| Spire Wealth Management | 13,574 | $419.6K | 0.01% | −423−3.0% | Reduced |
| Dakota Wealth Management | 13,570 | $419.4K | 0.01% | −443−3.2% | Reduced |
| West Family Investments, Inc. | 13,537 | $418.4K | 0.14% | +13,537 | New |
| Principal Street Partners, LLC | 14,049 | $415.3K | 0.07% | +6,918+97.0% | Added |
| Sivia Capital Partners, LLC | 13,394 | $414.0K | 0.24% | −284−2.1% | Reduced |
| Seed Wealth Management, Inc. | 13,135 | $406.0K | 0.32% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 13,123 | $405.5K | 0.01% | +3,400+35.0% | Added |
| Leuthold Group, LLC | 13,057 | $403.6K | 0.04% | −327−2.4% | Reduced |
| Citadel Advisors LLC | 12,933 | $399.8K | 0.00% | −235,666−94.8% | Reduced |
| Sax Wealth Advisors, LLC | 12,843 | $397.0K | 0.04% | +1,070+9.1% | Added |
| Rockefeller Capital Management L.P. | 12,833 | $396.7K | 0.00% | −5,821−31.2% | Reduced |
| TD Private Client Wealth LLC | 12,813 | $396.1K | 0.01% | +394+3.2% | Added |
| TD Waterhouse Canada Inc. | 12,533 | $385.8K | 0.00% | +3,350+36.5% | Added |
| Winning Points Advisors, LLC | 15,534 | $383.7K | 0.73% | +15,534 | New |
| Pinnacle Wealth Planning Services, Inc. | 12,211 | $377.4K | 0.05% | +103+0.9% | Added |
| First National Bank of Hutchinson | 12,129 | $374.9K | 0.24% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 11,961 | $369.7K | 0.01% | +1,410+13.4% | Added |
| Bryn Mawr Trust Co | 11,805 | $364.9K | 0.01% | +11,805 | New |
| swisspartners Advisors Ltd | 14,000 | $364.8K | 0.34% | 00.0% | Unchanged |
| Crestline Management, LP | 11,711 | $362.0K | 0.02% | +11,711 | New |
| Allianz SE | 11,543 | $356.6K | 0.01% | −12−0.1% | Reduced |
| Sowell Financial Services LLC | 11,483 | $355.0K | 0.02% | −292−2.5% | Reduced |
| American Trust Investment Advisors, LLC | 11,340 | $350.5K | 0.14% | −1,440−11.3% | Reduced |
| Mission Wealth Management, LP | 11,251 | $347.8K | 0.01% | −871−7.2% | Reduced |
| Synovus Financial Corp | 11,237 | $347.3K | 0.00% | +58+0.5% | Added |
| D'Orazio & Associates, Inc. | 11,194 | $346.0K | 0.05% | −72−0.6% | Reduced |
| Drive Wealth Management, LLC | 11,164 | $345.1K | 0.09% | +64+0.6% | Added |
| Perigon Wealth Management, LLC | 11,153 | $344.8K | 0.01% | −4,127−27.0% | Reduced |
| Investors Research Corp | 11,118 | $343.7K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 10,966 | $339.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10,902 | $337.0K | 0.03% | −1,923−15.0% | Reduced |
| Barometer Capital Management Inc. | 10,889 | $336.6K | 0.10% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,714 | $331.2K | 0.04% | −45−0.4% | Reduced |
| CAPROCK Group, Inc. | 10,676 | $330.0K | 0.01% | +671+6.7% | Added |
| Oddo BHF Asset Management SAS | 12,661 | $329.9K | 0.02% | +12,661 | New |
| Ascent Group, LLC | 10,508 | $324.8K | 0.02% | −67−0.6% | Reduced |
| Stephens Inc | 10,432 | $322.5K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,428 | $321.5K | 0.02% | +2,435+30.5% | Added |
| Shilanski & Associates, Inc. | 10,393 | $321.2K | 0.10% | −152−1.4% | Reduced |
| Diversify Advisory Services, LLC | 9,866 | $320.7K | 0.02% | −3,566−26.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,238 | $316.5K | 0.01% | −273−2.6% | Reduced |
| Pictet & Cie (Europe) SA | 10,209 | $315.4K | 0.01% | +1,500+17.2% | Added |
| Whittier Trust Co | 10,152 | $313.7K | 0.00% | +1,500+17.3% | Added |
| Optas, LLC | 9,964 | $308.0K | 0.07% | +74+0.7% | Added |
| Covenant Partners, LLC | 9,908 | $306.3K | 0.09% | −10,123−50.5% | Reduced |
| Colony Group, LLC | 9,870 | $305.1K | 0.00% | −2,494−20.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 9,793 | $302.7K | 0.02% | +2,023+26.0% | Added |
| Oppenheimer & Co Inc | 9,779 | $302.3K | 0.00% | −63,322−86.6% | Reduced |
| D.A. Davidson & Co. | 9,750 | $301.4K | 0.00% | +20+0.2% | Added |
| Calamos Wealth Management LLC | 9,695 | $299.7K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,689 | $299.5K | 0.01% | −4,469−31.6% | Reduced |
| Aprio Wealth Management, LLC | 9,598 | $296.7K | 0.05% | −106−1.1% | Reduced |
| Bridgefront Capital, LLC | 9,509 | $293.9K | 0.11% | +9,509 | New |
| U.S. Capital Wealth Advisors, LLC | 9,480 | $293.0K | 0.01% | −1,421−13.0% | Reduced |
| Werba Rubin Papier Wealth Management | 9,382 | $290.0K | 0.07% | +295+3.2% | Added |
| Wedmont Private Capital | 9,173 | $287.2K | 0.02% | +879+10.6% | Added |
| Commerce Bank | 9,278 | $286.8K | 0.00% | +346+3.9% | Added |
| Financial Advocates Investment Management | 9,204 | $284.5K | 0.02% | −394−4.1% | Reduced |
| Jones Financial Companies LLLP | 9,084 | $281.7K | 0.00% | +6,282+224.2% | Added |
| Cullen/Frost Bankers, Inc. | 9,081 | $280.7K | 0.00% | +2,192+31.8% | Added |
| Kestra Private Wealth Services, LLC | 8,968 | $277.2K | 0.01% | +8,968 | New |
| Keel Point, LLC | 8,838 | $273.2K | 0.02% | +40+0.5% | Added |
| Five Oceans Advisors | 8,825 | $272.8K | 0.13% | +102+1.2% | Added |
| MQS Management LLC | 8,649 | $267.3K | 0.15% | +8,649 | New |
| Columbia Asset Management | 8,552 | $264.0K | 0.05% | +284+3.4% | Added |
| Nebula Research & Development LLC | 8,535 | $263.8K | 0.03% | +8,535 | New |
| Keybank National Association | 8,278 | $255.9K | 0.00% | −176−2.1% | Reduced |
| Autumn Glory Partners, LLC | 7,888 | $252.2K | 0.10% | +7,888 | New |
| Fiduciary Trust Co | 8,074 | $249.6K | 0.00% | −5−0.1% | Reduced |
| Morse Asset Management, Inc | 7,875 | $243.4K | 0.05% | +7,875 | New |
| Chicago Trust Co NA | 7,828 | $242.0K | 0.04% | +1,031+15.2% | Added |
| Traveka Wealth, LLC | 7,782 | $240.5K | 0.12% | +316+4.2% | Added |
| Wrapmanager Inc | 7,775 | $240.3K | 0.06% | −1,775−18.6% | Reduced |
| Venturi Wealth Management, LLC | 7,730 | $238.9K | 0.01% | +3,634+88.7% | Added |
| Park National Corp | 7,680 | $237.4K | 0.01% | −227−2.9% | Reduced |