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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 7,659 | $236.7K | 0.00% | −2,155−22.0% | Reduced |
| Central Pacific Bank - Trust Division | 7,600 | $234.9K | 0.03% | 00.0% | Unchanged |
| Seven Mile Advisory | 7,598 | $234.9K | 0.16% | +459+6.4% | Added |
| Cyndeo Wealth Partners, LLC | 7,346 | $227.1K | 0.02% | +454+6.6% | Added |
| CWM, LLC | 7,347 | $227.0K | 0.00% | −271−3.6% | Reduced |
| HighPoint Advisor Group LLC | 7,284 | $226.6K | 0.01% | +7,284 | New |
| Resources Investment Advisors, LLC. | 7,322 | $226.3K | 0.00% | −10.0% | Reduced |
| Westover Capital Advisors, LLC | 7,300 | $225.6K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7,242 | $223.8K | 0.14% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 7,164 | $221.4K | 0.11% | −340−4.5% | Reduced |
| Blair William & Co | 7,153 | $221.1K | 0.00% | −210−2.9% | Reduced |
| Empower Advisory Group, LLC | 7,153 | $221.1K | 0.00% | +303+4.4% | Added |
| Advisor OS, LLC | 7,146 | $220.9K | 0.02% | −794−10.0% | Reduced |
| Angeles Investment Advisors, LLC | 7,109 | $219.7K | 0.01% | −66−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,012 | $216.7K | 0.01% | −4−0.1% | Reduced |
| RMR Wealth Builders | 6,980 | $215.8K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,951 | $214.9K | 0.00% | +6,951 | New |
| HB Wealth Management, LLC | 6,653 | $205.6K | 0.00% | +6,653 | New |
| 180 Wealth Advisors, LLC | 6,589 | $203.7K | 0.03% | −427−6.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,353 | $196.4K | 0.01% | −6,054−48.8% | Reduced |
| EverSource Wealth Advisors, LLC | 6,342 | $196.0K | 0.01% | −3,031−32.3% | Reduced |
| Glen Eagle Advisors, LLC | 5,970 | $184.5K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 5,194 | $160.5K | 0.00% | +273+5.5% | Added |
| Hexagon Capital Partners LLC | 5,177 | $160.0K | 0.03% | −157−2.9% | Reduced |
| IFP Advisors, Inc | 5,081 | $157.1K | 0.01% | −1,507−22.9% | Reduced |
| Principal Securities, Inc. | 5,076 | $156.9K | 0.00% | −247−4.6% | Reduced |
| Chesapeake Asset Management LLC | 4,950 | $153.0K | 0.13% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,941 | $152.7K | 0.01% | −1,160−19.0% | Reduced |
| Financial Perspectives, Inc | 4,894 | $151.3K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,248 | $131.3K | 0.00% | +174+4.3% | Added |
| SRS Capital Advisors, Inc. | 4,245 | $131.2K | 0.01% | −30−0.7% | Reduced |
| Bruce G. Allen Investments, LLC | 3,995 | $123.5K | 0.10% | +652+19.5% | Added |
| Rothschild Investment LLC | 3,757 | $116.1K | 0.01% | +234+6.6% | Added |
| Umb Bank N A | 3,508 | $108.4K | 0.00% | −1,198−25.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,450 | $106.6K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,403 | $105.6K | 0.01% | +2,119+165.0% | Added |
| Rosenberg Matthew Hamilton | 2,624 | $81.1K | 0.02% | +355+15.6% | Added |
| Creative Financial Designs Inc | 2,620 | $81.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 2,573 | $79.5K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,564 | $79.3K | 0.00% | +2,564 | New |
| Harbour Investments, Inc. | 2,531 | $78.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,347 | $72.5K | 0.00% | +2,347 | New |
| FSC Wealth Advisors, LLC | 2,313 | $71.5K | 0.05% | +2,313 | New |
| CIBC Private Wealth Group, LLC | 2,142 | $66.2K | 0.00% | −46−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,102 | $65.0K | 0.00% | −1,242−37.1% | Reduced |
| Global Retirement Partners, LLC | 2,095 | $64.7K | 0.00% | −1,315−38.6% | Reduced |
| Washington Trust Co | 1,952 | $60.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,915 | $59.2K | 0.01% | +1,915 | New |
| Huntington National Bank | 1,872 | $57.9K | 0.00% | −574−23.5% | Reduced |
| Proequities, Inc. | 1,855 | $57.3K | 0.00% | −141−7.1% | Reduced |
| Activest Wealth Management | 1,817 | $56.1K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,809 | $55.9K | 0.00% | +1,809 | New |
| Farther Finance Advisors, LLC | 1,748 | $54.0K | 0.00% | +151+9.5% | Added |
| Advisory Services Network, LLC | 1,794 | $53.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,630 | $50.4K | 0.00% | −5−0.3% | Reduced |
| Continuum Advisory, LLC | 1,532 | $48.5K | 0.01% | +450+41.6% | Added |
| Larson Financial Group LLC | 1,519 | $47.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,432 | $44.3K | 0.00% | +50+3.6% | Added |
| Parkside Financial Bank & Trust | 1,383 | $42.7K | 0.01% | −17−1.2% | Reduced |
| Aquatic Capital Management LLC | 1,322 | $40.9K | 0.00% | +1,322 | New |
| CKW Financial Group | 1,200 | $37.0K | 0.00% | −200−14.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $30.9K | 0.00% | −400−28.6% | Reduced |
| Community Bank, N.A. | 1,000 | $30.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 991 | $30.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 924 | $28.6K | 0.00% | +924 | New |
| First Horizon Advisors, Inc. | 890 | $27.5K | 0.00% | −74−7.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 867 | $26.0K | 0.01% | +2+0.2% | Added |
| Sound Income Strategies, LLC | 832 | $25.7K | 0.00% | +128+18.2% | Added |
| GAMMA Investing LLC | 793 | $24.5K | 0.00% | +129+19.4% | Added |
| Rise Advisors, LLC | 725 | $22.4K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 691 | $21.4K | 0.00% | −312−31.1% | Reduced |
| FinTrust Capital Advisors, LLC | 659 | $20.4K | 0.00% | +8+1.2% | Added |
| Clean Yield Group | 591 | $18.3K | 0.01% | +591 | New |
| Anchor Investment Management, LLC | 580 | $17.9K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 572 | $17.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 528 | $16.3K | 0.00% | +528 | New |
| Cape Investment Advisory, Inc. | 524 | $16.2K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 504 | $15.6K | 0.00% | +294+140.0% | Added |
| Gables Capital Management Inc. | 500 | $15.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $15.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 481 | $15.0K | 0.00% | −8−1.6% | Reduced |
| Redmont Wealth Advisors LLC | 475 | $14.7K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 464 | $14.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 456 | $14.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 464 | $14.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 425 | $13.1K | 0.00% | −153−26.5% | Reduced |
| Montag A & Associates Inc | 414 | $12.8K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 410 | $12.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 399 | $12.3K | 0.00% | +399 | New |
| Pinnacle Bancorp, Inc. | 382 | $11.8K | 0.00% | +382 | New |
| Bullock Wealth Management Group | 383 | $11.8K | 0.01% | +383 | New |
| Frazier Financial Advisors, LLC | 365 | $11.3K | 0.01% | −451−55.3% | Reduced |
| Hanson & Doremus Investment Management | 339 | $10.0K | 0.00% | −93−21.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 315 | $9.74K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 315 | $9.74K | 0.00% | +315 | New |
| Jaffetilchin Investment Partners, LLC | 313 | $9.67K | 0.00% | +313 | New |
| Paladin Wealth, LLC | 311 | $9.61K | 0.01% | +311 | New |
| Annapolis Financial Services, LLC | 309 | $9.55K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 308 | $9.52K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 274 | $8.47K | 0.00% | 00.0% | Unchanged |