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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 271 | $8.41K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $8.35K | 0.00% | −44−14.0% | Reduced |
| Penserra Capital Management LLC | 270 | $8.00K | 0.00% | −1,671−86.1% | Reduced |
| Arlington Trust Co LLC | 235 | $7.26K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 230 | $7.11K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 227 | $7.02K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 224 | $6.92K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 221 | $6.83K | 0.00% | −78−26.1% | Reduced |
| Hoese & Co LLP | 200 | $6.18K | 0.01% | +200 | New |
| Federated Hermes, Inc. | 192 | $5.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 187 | $5.78K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 184 | $5.69K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 181 | $5.59K | 0.00% | +181 | New |
| Oliver Lagore Vanvalin Investment Group | 180 | $5.56K | 0.00% | −416−69.8% | Reduced |
| Copeland Capital Management, LLC | 171 | $5.29K | 0.00% | +171 | New |
| Westside Investment Management, Inc. | 179 | $5.22K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 167 | $5.16K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 139 | $4.30K | 0.00% | +139 | New |
| CVA Family Office, LLC | 138 | $4.27K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 138 | $4.27K | 0.00% | +104+305.9% | Added |
| DecisionPoint Financial, LLC | 136 | $4.20K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 128 | $3.96K | 0.00% | +128 | New |
| Sunbelt Securities, Inc. | 120 | $3.71K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 120 | $3.71K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $3.43K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 99 | $3.06K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 99 | $3.06K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 95 | $2.94K | 0.00% | +95 | New |
| Cornerstone Planning Group LLC | 81 | $2.66K | 0.00% | +9+12.5% | Added |
| Colonial Trust Co | 80 | $2.48K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 77 | $2.38K | 0.00% | +77 | New |
| Fortitude Family Office, LLC | 74 | $2.29K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 65 | $2.01K | 0.00% | +21+47.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $2.01K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 48 | $1.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 47 | $1.45K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $1.33K | 0.00% | +23+115.0% | Added |
| CoreCap Advisors, LLC | 41 | $1.27K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 36 | $1.11K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 34 | $1.00K | 0.00% | −233−87.3% | Reduced |
| Central Trust Co | 17 | $511 | 0.00% | +17 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $279 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $128 | 0.00% | +4 | New |
| Tucker Asset Management LLC | 4 | $124 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $93 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 1 | $31 | 0.00% | +1 | New |
| Forsta Ap-Fonden | 442,323 | $0 | 0.00% | −192,433−30.3% | Reduced |
| McClarren Financial Advisors, Inc. | 16 | $0 | 0.00% | −13−44.8% | Reduced |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −5,186,506−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −741,390−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −272,309−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −185,183−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −88,900−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −68,000−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −64,818−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −51,837−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −42,518−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −41,238−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −31,800−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −31,641−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −26,119−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −20,789−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,703−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −15,577−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,186−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −14,585−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,766−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −12,967−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −12,668−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,562−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −11,480−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −10,527−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | – | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −10,070−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −9,918−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −9,495−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −9,256−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,036−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −8,286−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −7,511−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −7,471−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −7,440−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −7,224−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −7,135−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −7,107−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,847−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Cacti Asset Management LLC | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −126−100.0% | Sold out |