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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 1,443,633 | $44.2M | 0.16% | +7,345+0.5% | Added |
| ABN AMRO Bank N.V. | 1,499,239 | $45.4M | 0.61% | +22,473+1.5% | Added |
| Brandes Investment Partners, LP | 1,634,014 | $49.5M | 0.55% | +11,583+0.7% | Added |
| Envestnet Asset Management Inc | 1,679,033 | $50.9M | 0.02% | −25,833−1.5% | Reduced |
| Mackenzie Financial Corp | 1,778,047 | $53.9M | 0.07% | +14,817+0.8% | Added |
| Marshall Wace, LLP | 1,781,263 | $54.4M | 0.07% | +1,781,263 | New |
| Franklin Resources Inc | 1,789,899 | $54.8M | 0.02% | +457,273+34.3% | Added |
| Jupiter Asset Management Ltd | 1,850,689 | $56.6M | 0.55% | −116,785−5.9% | Reduced |
| Qube Research & Technologies Ltd | 1,865,053 | $56.9M | 0.09% | +1,229,630+193.5% | Added |
| Public Employees Retirement System of Ohio | 1,916,153 | $58.5M | 0.20% | −331,077−14.7% | Reduced |
| Janus Henderson Group PLC | 1,951,232 | $59.7M | 0.03% | −115,617−5.6% | Reduced |
| Great West Life Assurance Co | 2,016,056 | $61.6M | 0.11% | +93,931+4.9% | Added |
| Patient Capital Management, LLC | 2,042,420 | $61.9M | 2.86% | +20,401+1.0% | Added |
| Border to Coast Pensions Partnership Ltd | 2,090,000 | $63.9M | 1.25% | +272,789+15.0% | Added |
| Captrust Financial Advisors | 2,150,062 | $65.2M | 0.19% | −10,642−0.5% | Reduced |
| HSBC Holdings PLC | 2,161,154 | $66.2M | 0.04% | +510,068+30.9% | Added |
| Credit Agricole S A | 2,246,363 | $68.1M | 0.23% | +1,060,443+89.4% | Added |
| Invesco Ltd. | 2,404,933 | $72.9M | 0.01% | +400,694+20.0% | Added |
| Antipodes Partners Ltd | 2,449,761 | $75.0M | 2.61% | +585,319+31.4% | Added |
| Public Sector Pension Investment Board | 2,530,424 | $77.4M | 0.33% | +394,026+18.4% | Added |
| Liontrust Investment Partners LLP | 2,615,450 | $80.0M | 1.16% | +77,723+3.1% | Added |
| Korea Investment CORP | 2,635,937 | $80.7M | 0.19% | −613,635−18.9% | Reduced |
| Ameriprise Financial Inc | 3,019,370 | $91.6M | 0.02% | +56,614+1.9% | Added |
| LGT Group Foundation | 3,034,355 | $92.7M | 1.44% | −1,326,268−30.4% | Reduced |
| DekaBank Deutsche Girozentrale | 4,269,505 | $108.7M | 0.20% | 00.0% | Unchanged |
| National Bank of Canada | 3,578,192 | $109.8M | 0.14% | +3,459,997+2,927.4% | Added |
| Aviva PLC | 3,954,907 | $120.9M | 0.31% | −177,881−4.3% | Reduced |
| J. Safra Sarasin Holding AG | 3,957,928 | $121.1M | 2.05% | +2,204,855+125.8% | Added |
| BlackRock, Inc. | 4,001,990 | $121.3M | 0.00% | +124,274+3.2% | Added |
| Fisher Asset Management, LLC | 4,036,921 | $122.4M | 0.05% | +3,264,214+422.4% | Added |
| Northern Trust Corp | 4,110,112 | $124.6M | 0.02% | +701,976+20.6% | Added |
| M&G Plc | 4,103,775 | $125.3M | 0.78% | −404,172−9.0% | Reduced |
| Compagnie Lombard Odier SCmA | 4,121,657 | $126.1M | 1.86% | +581,855+16.4% | Added |
| Allianz Asset Management GmbH | 4,237,380 | $129.7M | 0.19% | −135,516−3.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,375,839 | $133.9M | 0.41% | +3,759,134+609.6% | Added |
| AXA S.A. | 5,092,284 | $154.4M | 0.47% | +90,518+1.8% | Added |
| Natixis Advisors, L.P. | 5,237,829 | $158.8M | 0.30% | +29,916+0.6% | Added |
| WCM Investment Management, LLC | 5,185,333 | $159.0M | 0.37% | −8,419−0.2% | Reduced |
| Bank of Montreal | 5,296,147 | $161.8M | 0.08% | +3,480,421+191.7% | Added |
| Russell Investments Group, Ltd. | 5,627,663 | $172.2M | 0.24% | +140,218+2.6% | Added |
| Canada Pension Plan Investment Board | 6,145,219 | $187.7M | 0.18% | −3,024,527−33.0% | Reduced |
| Citigroup Inc | 6,564,853 | $200.9M | 0.19% | +2,010,965+44.2% | Added |
| Royal London Asset Management Ltd | 6,775,955 | $205.4M | 0.50% | −373,194−5.2% | Reduced |
| Acadian Asset Management LLC | 6,804,825 | $208.2M | 0.60% | +821,524+13.7% | Added |
| SIH Partners, LLLP | 7,076,063 | $214.5M | 15.03% | +7,076,063 | New |
| FIL Ltd | 7,039,449 | $215.1M | 0.20% | +203,769+3.0% | Added |
| ARGA Investment Management, LP | 7,338,038 | $224.3M | 7.32% | +445,876+6.5% | Added |
| Caisse des Depots Et Consignations | 8,423,761 | $233.6M | 11.47% | +8,423,761 | New |
| Royal Bank of Canada | 8,359,784 | $253.5M | 0.05% | +371,868+4.7% | Added |
| Bank of New York Mellon Corp | 8,591,356 | $260.5M | 0.05% | −372,216−4.2% | Reduced |
| Bank of America Corp | 9,278,035 | $281.3M | 0.03% | −2,410,475−20.6% | Reduced |
| Morgan Stanley | 10,045,476 | $304.6M | 0.02% | +39,682+0.4% | Added |
| Nuveen Asset Management, LLC | 11,891,970 | $363.3M | 0.10% | +816,082+7.4% | Added |
| Wellington Management Group LLP | 12,921,485 | $395.4M | 0.07% | −787,138−5.7% | Reduced |
| Vontobel Holding Ltd. | 16,445,068 | $502.4M | 1.72% | +301,394+1.9% | Added |
| Amundi | 16,751,961 | $543.9M | 0.19% | +95,712+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 20,690,244 | $630.8M | 0.50% | −1,448,285−6.5% | Reduced |
| Goldman Sachs Group Inc | 22,433,670 | $680.2M | 0.13% | +1,744,338+8.4% | Added |
| JPMorgan Chase & Co | 26,473,575 | $802.7M | 0.06% | −24,607,513−48.2% | Reduced |
| Deutsche Bank AG | 27,013,906 | $819.1M | 0.32% | +3,684,437+15.8% | Added |
| Pzena Investment Management LLC | 29,590,323 | $820.5M | 2.79% | −1,212,143−3.9% | Reduced |
| Legal & General Group Plc | 27,475,001 | $840.7M | 0.22% | −413,043−1.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,307,335 | $858.4M | 0.92% | +17,525,749+162.6% | Added |
| Pictet Asset Management Holding SA | 34,979,795 | $1.07B | 1.16% | +5,555,624+18.9% | Added |
| Capital World Investors | 37,428,808 | $1.14B | 0.17% | −1,949,421−5.0% | Reduced |
| Cevian Capital II GP LTD | 43,787,401 | $1.33B | 51.50% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,379,092 | $1.57B | 4.48% | −5,970,432−10.4% | Reduced |
| FMR LLC | 55,533,620 | $1.70B | 0.10% | +12,609,616+29.4% | Added |
| UBS Asset Management Americas Inc | 73,530,280 | $2.23B | 0.52% | −2,221,275−2.9% | Reduced |
| Dodge & Cox | 73,497,042 | $2.24B | 1.30% | +125,600+0.2% | Added |
| Massachusetts Financial Services Co | 81,211,535 | $2.46B | 0.78% | −10,039,061−11.0% | Reduced |
| Vanguard Group Inc | 127,886,868 | $3.92B | 0.07% | +1,296,428+1.0% | Added |
| UBS Group AG | 153,584,812 | $4.66B | 1.04% | −1,880,167−1.2% | Reduced |
| Norges Bank | 183,111,351 | $5.59B | 0.73% | +7,086,899+4.0% | Added |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −720,210−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −413,250−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −287,938−100.0% | Sold out |
| Value Partners Investments Inc. | 0 | $0 | 0.00% | −260,881−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −252,246−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −198,887−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −186,544−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −151,529−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −98,850−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −102,700−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −101,962−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −100,025−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −76,254−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −72,106−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −56,701−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −56,012−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −44,917−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −33,293−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −24,436−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −23,445−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,534−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −17,890−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −18,053−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −15,292−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −11,711−100.0% | Sold out |