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, Q4 2024
Institutional positions in UBS Group AG as of Dec 31, 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
- 574
- +35 vs. Q3 2024
- Shares held
- 1.41B
- +38.2M (+2.8%) vs. Q3 2024
- Total value
- $43.0B
- +$650.3M (+1.5%) vs. Q3 2024
- New holders
- 89
- 207 more added
- Sold out
- 54
- 180 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 183,111,351 | $5.59B | 0.73% | +7,086,899+4.0% | Added |
| UBS Group AG | 153,584,812 | $4.66B | 1.04% | −1,880,167−1.2% | Reduced |
| Vanguard Group Inc | 127,886,868 | $3.92B | 0.07% | +1,296,428+1.0% | Added |
| Massachusetts Financial Services Co | 81,211,535 | $2.46B | 0.78% | −10,039,061−11.0% | Reduced |
| Dodge & Cox | 73,497,042 | $2.24B | 1.30% | +125,600+0.2% | Added |
| UBS Asset Management Americas Inc | 73,530,280 | $2.23B | 0.52% | −2,221,275−2.9% | Reduced |
| FMR LLC | 55,533,620 | $1.70B | 0.10% | +12,609,616+29.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,379,092 | $1.57B | 4.48% | −5,970,432−10.4% | Reduced |
| Cevian Capital II GP LTD | 43,787,401 | $1.33B | 51.50% | 00.0% | Unchanged |
| Capital World Investors | 37,428,808 | $1.14B | 0.17% | −1,949,421−5.0% | Reduced |
| Pictet Asset Management Holding SA | 34,979,795 | $1.07B | 1.16% | +5,555,624+18.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,307,335 | $858.4M | 0.92% | +17,525,749+162.6% | Added |
| Legal & General Group Plc | 27,475,001 | $840.7M | 0.22% | −413,043−1.5% | Reduced |
| Pzena Investment Management LLC | 29,590,323 | $820.5M | 2.79% | −1,212,143−3.9% | Reduced |
| Deutsche Bank AG | 27,013,906 | $819.1M | 0.32% | +3,684,437+15.8% | Added |
| JPMorgan Chase & Co | 26,473,575 | $802.7M | 0.06% | −24,607,513−48.2% | Reduced |
| Goldman Sachs Group Inc | 22,433,670 | $680.2M | 0.13% | +1,744,338+8.4% | Added |
| Arrowstreet Capital, Limited Partnership | 20,690,244 | $630.8M | 0.50% | −1,448,285−6.5% | Reduced |
| Amundi | 16,751,961 | $543.9M | 0.19% | +95,712+0.6% | Added |
| Vontobel Holding Ltd. | 16,445,068 | $502.4M | 1.72% | +301,394+1.9% | Added |
| Wellington Management Group LLP | 12,921,485 | $395.4M | 0.07% | −787,138−5.7% | Reduced |
| Nuveen Asset Management, LLC | 11,891,970 | $363.3M | 0.10% | +816,082+7.4% | Added |
| Morgan Stanley | 10,045,476 | $304.6M | 0.02% | +39,682+0.4% | Added |
| Bank of America Corp | 9,278,035 | $281.3M | 0.03% | −2,410,475−20.6% | Reduced |
| Bank of New York Mellon Corp | 8,591,356 | $260.5M | 0.05% | −372,216−4.2% | Reduced |
| Royal Bank of Canada | 8,359,784 | $253.5M | 0.05% | +371,868+4.7% | Added |
| Caisse des Depots Et Consignations | 8,423,761 | $233.6M | 11.47% | +8,423,761 | New |
| ARGA Investment Management, LP | 7,338,038 | $224.3M | 7.32% | +445,876+6.5% | Added |
| FIL Ltd | 7,039,449 | $215.1M | 0.20% | +203,769+3.0% | Added |
| SIH Partners, LLLP | 7,076,063 | $214.5M | 15.03% | +7,076,063 | New |
| Acadian Asset Management LLC | 6,804,825 | $208.2M | 0.60% | +821,524+13.7% | Added |
| Royal London Asset Management Ltd | 6,775,955 | $205.4M | 0.50% | −373,194−5.2% | Reduced |
| Citigroup Inc | 6,564,853 | $200.9M | 0.19% | +2,010,965+44.2% | Added |
| Canada Pension Plan Investment Board | 6,145,219 | $187.7M | 0.18% | −3,024,527−33.0% | Reduced |
| Russell Investments Group, Ltd. | 5,627,663 | $172.2M | 0.24% | +140,218+2.6% | Added |
| Bank of Montreal | 5,296,147 | $161.8M | 0.08% | +3,480,421+191.7% | Added |
| WCM Investment Management, LLC | 5,185,333 | $159.0M | 0.37% | −8,419−0.2% | Reduced |
| Natixis Advisors, L.P. | 5,237,829 | $158.8M | 0.30% | +29,916+0.6% | Added |
| AXA S.A. | 5,092,284 | $154.4M | 0.47% | +90,518+1.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,375,839 | $133.9M | 0.41% | +3,759,134+609.6% | Added |
| Allianz Asset Management GmbH | 4,237,380 | $129.7M | 0.19% | −135,516−3.1% | Reduced |
| Compagnie Lombard Odier SCmA | 4,121,657 | $126.1M | 1.86% | +581,855+16.4% | Added |
| M&G Plc | 4,103,775 | $125.3M | 0.78% | −404,172−9.0% | Reduced |
| Northern Trust Corp | 4,110,112 | $124.6M | 0.02% | +701,976+20.6% | Added |
| Fisher Asset Management, LLC | 4,036,921 | $122.4M | 0.05% | +3,264,214+422.4% | Added |
| BlackRock, Inc. | 4,001,990 | $121.3M | 0.00% | +124,274+3.2% | Added |
| J. Safra Sarasin Holding AG | 3,957,928 | $121.1M | 2.05% | +2,204,855+125.8% | Added |
| Aviva PLC | 3,954,907 | $120.9M | 0.31% | −177,881−4.3% | Reduced |
| National Bank of Canada | 3,578,192 | $109.8M | 0.14% | +3,459,997+2,927.4% | Added |
| DekaBank Deutsche Girozentrale | 4,269,505 | $108.7M | 0.20% | 00.0% | Unchanged |
| LGT Group Foundation | 3,034,355 | $92.7M | 1.44% | −1,326,268−30.4% | Reduced |
| Ameriprise Financial Inc | 3,019,370 | $91.6M | 0.02% | +56,614+1.9% | Added |
| Korea Investment CORP | 2,635,937 | $80.7M | 0.19% | −613,635−18.9% | Reduced |
| Liontrust Investment Partners LLP | 2,615,450 | $80.0M | 1.16% | +77,723+3.1% | Added |
| Public Sector Pension Investment Board | 2,530,424 | $77.4M | 0.33% | +394,026+18.4% | Added |
| Antipodes Partners Ltd | 2,449,761 | $75.0M | 2.61% | +585,319+31.4% | Added |
| Invesco Ltd. | 2,404,933 | $72.9M | 0.01% | +400,694+20.0% | Added |
| Credit Agricole S A | 2,246,363 | $68.1M | 0.23% | +1,060,443+89.4% | Added |
| HSBC Holdings PLC | 2,161,154 | $66.2M | 0.04% | +510,068+30.9% | Added |
| Captrust Financial Advisors | 2,150,062 | $65.2M | 0.19% | −10,642−0.5% | Reduced |
| Border to Coast Pensions Partnership Ltd | 2,090,000 | $63.9M | 1.25% | +272,789+15.0% | Added |
| Patient Capital Management, LLC | 2,042,420 | $61.9M | 2.86% | +20,401+1.0% | Added |
| Great West Life Assurance Co | 2,016,056 | $61.6M | 0.11% | +93,931+4.9% | Added |
| Janus Henderson Group PLC | 1,951,232 | $59.7M | 0.03% | −115,617−5.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,916,153 | $58.5M | 0.20% | −331,077−14.7% | Reduced |
| Qube Research & Technologies Ltd | 1,865,053 | $56.9M | 0.09% | +1,229,630+193.5% | Added |
| Jupiter Asset Management Ltd | 1,850,689 | $56.6M | 0.55% | −116,785−5.9% | Reduced |
| Franklin Resources Inc | 1,789,899 | $54.8M | 0.02% | +457,273+34.3% | Added |
| Marshall Wace, LLP | 1,781,263 | $54.4M | 0.07% | +1,781,263 | New |
| Mackenzie Financial Corp | 1,778,047 | $53.9M | 0.07% | +14,817+0.8% | Added |
| Envestnet Asset Management Inc | 1,679,033 | $50.9M | 0.02% | −25,833−1.5% | Reduced |
| Brandes Investment Partners, LP | 1,634,014 | $49.5M | 0.55% | +11,583+0.7% | Added |
| ABN AMRO Bank N.V. | 1,499,239 | $45.4M | 0.61% | +22,473+1.5% | Added |
| State of Tennessee, Treasury Department | 1,443,633 | $44.2M | 0.16% | +7,345+0.5% | Added |
| Manufacturers Life Insurance Company, The | 1,411,777 | $43.3M | 0.04% | +2,192+0.2% | Added |
| Exane Asset Management | 1,241,028 | $35.6M | 20.28% | +221,123+21.7% | Added |
| American Century Companies Inc | 1,151,221 | $34.9M | 0.02% | +97,925+9.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,138,973 | $34.9M | 0.19% | +1,138,973 | New |
| Raymond James Financial Inc | 1,037,237 | $31.4M | 0.01% | +1,037,237 | New |
| TD Asset Management Inc | 961,431 | $29.4M | 0.03% | −239,691−20.0% | Reduced |
| Levin Capital Strategies, L.P. | 920,748 | $27.9M | 2.67% | +15,415+1.7% | Added |
| Governors Lane LP | 890,800 | $27.2M | 4.06% | +890,800 | New |
| Caisse de Depot Et Placement du Quebec | 880,668 | $26.9M | 0.06% | −871,201−49.7% | Reduced |
| Zurich Insurance Group Ltd | 855,185 | $26.2M | 0.21% | +263,900+44.6% | Added |
| Optiver Holding B.V. | 863,015 | $26.2M | 0.85% | −151,863−15.0% | Reduced |
| Wells Fargo & Company | 816,562 | $24.8M | 0.01% | −21,318−2.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 792,832 | $24.3M | 0.85% | +792,832 | New |
| Banque Pictet & Cie SA | 677,769 | $20.7M | 0.20% | +3,390+0.5% | Added |
| Channing Global Advisors, LLC | 654,665 | $20.0M | 13.34% | +121,836+22.9% | Added |
| D. E. Shaw & Co., Inc. | 658,078 | $20.0M | 0.02% | +340,831+107.4% | Added |
| Renaissance Technologies LLC | 628,391 | $19.1M | 0.03% | −395,000−38.6% | Reduced |
| Generali Asset Management SPA SGR | 686,132 | $19.0M | 0.49% | +686,132 | New |
| Haven Global Partners, LLC | 614,963 | $18.8M | 17.74% | +614,963 | New |
| Stifel Financial Corp | 589,502 | $17.9M | 0.02% | +360+0.1% | Added |
| Alliancebernstein L.P. | 574,213 | $17.4M | 0.01% | −125,506−17.9% | Reduced |
| Voya Investment Management LLC | 559,994 | $17.1M | 0.02% | +9,936+1.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 553,432 | $16.9M | 0.16% | +553,432 | New |
| Edmond de Rothschild Holding S.A. | 548,371 | $16.8M | 0.29% | −17,310−3.1% | Reduced |
| Mangrove Partners | 527,637 | $16.0M | 1.91% | −131,909−20.0% | Reduced |
| USS Investment Management Ltd | 516,617 | $15.8M | 0.11% | +13,247+2.6% | Added |