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 |
|---|---|---|---|---|---|
| Cloverfields Capital Group, LP | 88,556 | $2.69M | 0.86% | +5,990+7.3% | Added |
| Logan Capital Management Inc | 89,505 | $2.71M | 0.11% | +1,480+1.7% | Added |
| United Services Automobile Association | 110,504 | $2.77M | 0.09% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 92,386 | $2.80M | 0.01% | −104,000−53.0% | Reduced |
| Cerity Partners LLC | 91,822 | $2.81M | 0.01% | −37,158−28.8% | Reduced |
| Highland Capital Management, LLC | 95,316 | $2.89M | 0.17% | −2,525−2.6% | Reduced |
| Citadel Advisors LLC | 95,396 | $2.89M | 0.00% | +82,463+637.6% | Added |
| Jane Street Group, LLC | 99,637 | $3.02M | 0.00% | −36,166−26.6% | Reduced |
| The PNC Financial Services Group, Inc. | 102,860 | $3.12M | 0.00% | +63+0.1% | Added |
| Groupama Asset Managment | 114,363 | $3.17M | 0.06% | −6,644−5.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 105,166 | $3.19M | 0.01% | +261+0.2% | Added |
| Metis Global Partners, LLC | 104,451 | $3.19M | 0.10% | +5,390+5.4% | Added |
| Mitchell Capital Management Co | 106,196 | $3.22M | 0.56% | −2,629−2.4% | Reduced |
| Inspire Trust Co, N.A. | 108,000 | $3.27M | 0.84% | +3,583+3.4% | Added |
| Plato Investment Management Ltd | 107,490 | $3.30M | 0.24% | +4,220+4.1% | Added |
| Dorsey Wright & Associates | 110,330 | $3.35M | 0.80% | −31,345−22.1% | Reduced |
| Helios Capital Management Pte. Ltd | 112,000 | $3.42M | 2.00% | +13,776+14.0% | Added |
| Vident Advisory, LLC | 113,009 | $3.44M | 0.06% | −4,336−3.7% | Reduced |
| US Bancorp | 113,907 | $3.45M | 0.00% | +19,743+21.0% | Added |
| Timber Creek Capital Management LLC | 117,613 | $3.57M | 1.03% | +311+0.3% | Added |
| HighTower Advisors, LLC | 122,700 | $3.72M | 0.01% | −6,847−5.3% | Reduced |
| Brinker Capital Investments, LLC | 135,773 | $4.12M | 0.04% | −165−0.1% | Reduced |
| Orion Portfolio Solutions, LLC | 135,773 | $4.12M | 0.04% | −165−0.1% | Reduced |
| Wetherby Asset Management Inc | 135,861 | $4.12M | 0.20% | −4,667−3.3% | Reduced |
| Mediolanum International Funds Ltd | 142,551 | $4.35M | 0.06% | +127,468+845.1% | Added |
| Clearbridge Investments, LLC | 144,113 | $4.37M | 0.00% | −19,600−12.0% | Reduced |
| Kestra Advisory Services, LLC | 144,994 | $4.40M | 0.02% | +3,651+2.6% | Added |
| Mercer Global Advisors Inc | 150,839 | $4.57M | 0.01% | −129,236−46.1% | Reduced |
| Fiera Capital Corp | 157,979 | $4.79M | 0.02% | +46,479+41.7% | Added |
| Advanced Portfolio Management, LLC | 165,000 | $5.00M | 5.88% | +165,000 | New |
| Mariner, LLC | 169,232 | $5.13M | 0.01% | +125+0.1% | Added |
| JustInvest LLC | 170,905 | $5.18M | 0.08% | +13,814+8.8% | Added |
| Quinn Opportunity Partners LLC | 173,629 | $5.26M | 0.38% | −20,000−10.3% | Reduced |
| Neuberger Berman Group LLC | 182,355 | $5.55M | 0.00% | −504−0.3% | Reduced |
| Promethos Capital, LLC | 185,831 | $5.63M | 1.99% | 00.0% | Unchanged |
| LPL Financial LLC | 195,629 | $5.93M | 0.00% | +33,126+20.4% | Added |
| SEI Investments Co | 197,201 | $5.98M | 0.01% | +5,217+2.7% | Added |
| NatWest Group plc | 197,901 | $6.00M | 1.78% | +92,203+87.2% | Added |
| Parkwood LLC | 199,507 | $6.10M | 0.75% | +199,507 | New |
| Assenagon Asset Management S.A. | 201,064 | $6.15M | 0.01% | −8,795−4.2% | Reduced |
| Ritholtz Wealth Management | 206,803 | $6.27M | 0.18% | +29,367+16.6% | Added |
| Ensign Peak Advisors, Inc | 221,894 | $6.79M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 226,226 | $6.88M | 0.03% | +5,681+2.6% | Added |
| DJE Kapital AG | 235,186 | $7.09M | 0.17% | +235,186 | New |
| First Trust Advisors LP | 242,471 | $7.39M | 0.01% | +28,585+13.4% | Added |
| Quantinno Capital Management LP | 251,671 | $7.63M | 0.08% | +86,368+52.2% | Added |
| Tudor Investment Corp Et Al | 258,525 | $7.84M | 0.08% | +258,525 | New |
| Charles Schwab Investment Management Inc | 259,326 | $7.86M | 0.00% | +39,284+17.9% | Added |
| Crossmark Global Holdings, Inc. | 259,679 | $7.87M | 0.14% | +4,007+1.6% | Added |
| Susquehanna International Group, LLP | 263,453 | $7.99M | 0.01% | +204,193+344.6% | Added |
| AMF Pensionsforsakring AB | 261,942 | $8.03M | 0.06% | +139,846+114.5% | Added |
| Creative Planning | 266,552 | $8.08M | 0.01% | +32,542+13.9% | Added |
| RPg Family Wealth Advisory, LLC | 276,769 | $8.39M | 2.97% | +10,819+4.1% | Added |
| LGT Fund Management Co Ltd. | 274,891 | $8.40M | 0.73% | +36,038+15.1% | Added |
| QRG Capital Management, Inc. | 277,485 | $8.41M | 0.09% | −116,032−29.5% | Reduced |
| Prudential PLC | 284,762 | $8.70M | 0.04% | −8,831−3.0% | Reduced |
| M&T Bank Corp | 291,764 | $8.89M | 0.03% | −43,464−13.0% | Reduced |
| Maryland State Retirement & Pension System | 308,601 | $9.43M | 0.20% | −7,711−2.4% | Reduced |
| Contravisory Investment Management, Inc. | 316,505 | $9.60M | 2.05% | −3,037−1.0% | Reduced |
| Portolan Capital Management, LLC | 321,566 | $9.75M | 0.66% | +321,566 | New |
| RBF Capital, LLC | 325,000 | $9.85M | 0.51% | 00.0% | Unchanged |
| Susquehanna Advisors Group, Inc. | 343,700 | $10.4M | 0.39% | +343,700 | New |
| Black Diamond Capital Management, L.L.C. | 350,000 | $10.6M | 5.71% | 00.0% | Unchanged |
| Baader Bank INC | 350,000 | $10.7M | 0.98% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 353,005 | $10.8M | 0.02% | −531−0.2% | Reduced |
| Gardner Lewis Asset Management L P | 371,946 | $11.3M | 2.86% | −5,766−1.5% | Reduced |
| Pictet North America Advisors SA | 382,355 | $11.7M | 1.11% | −190,000−33.2% | Reduced |
| MetLife Investment Management | 385,487 | $11.8M | 0.06% | +93,099+31.8% | Added |
| Henry James International Management, Inc. | 410,930 | $12.5M | 4.49% | +1860.0% | Added |
| Systrade AG | 495,000 | $12.5M | 21.29% | +10,000+2.1% | Added |
| Janney Capital Management LLC | 463,791 | $14.1M | 0.93% | −8,020−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 489,294 | $14.8M | 0.13% | +49,113+11.2% | Added |
| Moran Wealth Management, LLC | 491,187 | $14.9M | 0.48% | −9,220−1.8% | Reduced |
| Baker Avenue Asset Management, LP | 517,408 | $15.7M | 0.48% | +5,243+1.0% | Added |
| USS Investment Management Ltd | 516,617 | $15.8M | 0.11% | +13,247+2.6% | Added |
| Mangrove Partners | 527,637 | $16.0M | 1.91% | −131,909−20.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 548,371 | $16.8M | 0.29% | −17,310−3.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 553,432 | $16.9M | 0.16% | +553,432 | New |
| Voya Investment Management LLC | 559,994 | $17.1M | 0.02% | +9,936+1.8% | Added |
| Alliancebernstein L.P. | 574,213 | $17.4M | 0.01% | −125,506−17.9% | Reduced |
| Stifel Financial Corp | 589,502 | $17.9M | 0.02% | +360+0.1% | Added |
| Haven Global Partners, LLC | 614,963 | $18.8M | 17.74% | +614,963 | New |
| Generali Asset Management SPA SGR | 686,132 | $19.0M | 0.49% | +686,132 | New |
| Renaissance Technologies LLC | 628,391 | $19.1M | 0.03% | −395,000−38.6% | Reduced |
| D. E. Shaw & Co., Inc. | 658,078 | $20.0M | 0.02% | +340,831+107.4% | Added |
| Channing Global Advisors, LLC | 654,665 | $20.0M | 13.34% | +121,836+22.9% | Added |
| Banque Pictet & Cie SA | 677,769 | $20.7M | 0.20% | +3,390+0.5% | Added |
| Fullerton Fund Management Co Ltd. | 792,832 | $24.3M | 0.85% | +792,832 | New |
| Wells Fargo & Company | 816,562 | $24.8M | 0.01% | −21,318−2.5% | Reduced |
| Optiver Holding B.V. | 863,015 | $26.2M | 0.85% | −151,863−15.0% | Reduced |
| Zurich Insurance Group Ltd | 855,185 | $26.2M | 0.21% | +263,900+44.6% | Added |
| Caisse de Depot Et Placement du Quebec | 880,668 | $26.9M | 0.06% | −871,201−49.7% | Reduced |
| Governors Lane LP | 890,800 | $27.2M | 4.06% | +890,800 | New |
| Levin Capital Strategies, L.P. | 920,748 | $27.9M | 2.67% | +15,415+1.7% | Added |
| TD Asset Management Inc | 961,431 | $29.4M | 0.03% | −239,691−20.0% | Reduced |
| Raymond James Financial Inc | 1,037,237 | $31.4M | 0.01% | +1,037,237 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 1,138,973 | $34.9M | 0.19% | +1,138,973 | New |
| American Century Companies Inc | 1,151,221 | $34.9M | 0.02% | +97,925+9.3% | Added |
| Exane Asset Management | 1,241,028 | $35.6M | 20.28% | +221,123+21.7% | Added |
| Manufacturers Life Insurance Company, The | 1,411,777 | $43.3M | 0.04% | +2,192+0.2% | Added |