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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 517,408 | $15.7M | 0.48% | +5,243+1.0% | Added |
| Moran Wealth Management, LLC | 491,187 | $14.9M | 0.48% | −9,220−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 489,294 | $14.8M | 0.13% | +49,113+11.2% | Added |
| Janney Capital Management LLC | 463,791 | $14.1M | 0.93% | −8,020−1.7% | Reduced |
| Systrade AG | 495,000 | $12.5M | 21.29% | +10,000+2.1% | Added |
| Henry James International Management, Inc. | 410,930 | $12.5M | 4.49% | +1860.0% | Added |
| MetLife Investment Management | 385,487 | $11.8M | 0.06% | +93,099+31.8% | Added |
| Pictet North America Advisors SA | 382,355 | $11.7M | 1.11% | −190,000−33.2% | Reduced |
| Gardner Lewis Asset Management L P | 371,946 | $11.3M | 2.86% | −5,766−1.5% | Reduced |
| CIBC World Markets Inc. | 353,005 | $10.8M | 0.02% | −531−0.2% | Reduced |
| Baader Bank INC | 350,000 | $10.7M | 0.98% | 00.0% | Unchanged |
| Black Diamond Capital Management, L.L.C. | 350,000 | $10.6M | 5.71% | 00.0% | Unchanged |
| Susquehanna Advisors Group, Inc. | 343,700 | $10.4M | 0.39% | +343,700 | New |
| RBF Capital, LLC | 325,000 | $9.85M | 0.51% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 321,566 | $9.75M | 0.66% | +321,566 | New |
| Contravisory Investment Management, Inc. | 316,505 | $9.60M | 2.05% | −3,037−1.0% | Reduced |
| Maryland State Retirement & Pension System | 308,601 | $9.43M | 0.20% | −7,711−2.4% | Reduced |
| M&T Bank Corp | 291,764 | $8.89M | 0.03% | −43,464−13.0% | Reduced |
| Prudential PLC | 284,762 | $8.70M | 0.04% | −8,831−3.0% | Reduced |
| QRG Capital Management, Inc. | 277,485 | $8.41M | 0.09% | −116,032−29.5% | Reduced |
| LGT Fund Management Co Ltd. | 274,891 | $8.40M | 0.73% | +36,038+15.1% | Added |
| RPg Family Wealth Advisory, LLC | 276,769 | $8.39M | 2.97% | +10,819+4.1% | Added |
| Creative Planning | 266,552 | $8.08M | 0.01% | +32,542+13.9% | Added |
| AMF Pensionsforsakring AB | 261,942 | $8.03M | 0.06% | +139,846+114.5% | Added |
| Susquehanna International Group, LLP | 263,453 | $7.99M | 0.01% | +204,193+344.6% | Added |
| Crossmark Global Holdings, Inc. | 259,679 | $7.87M | 0.14% | +4,007+1.6% | Added |
| Charles Schwab Investment Management Inc | 259,326 | $7.86M | 0.00% | +39,284+17.9% | Added |
| Tudor Investment Corp Et Al | 258,525 | $7.84M | 0.08% | +258,525 | New |
| Quantinno Capital Management LP | 251,671 | $7.63M | 0.08% | +86,368+52.2% | Added |
| First Trust Advisors LP | 242,471 | $7.39M | 0.01% | +28,585+13.4% | Added |
| DJE Kapital AG | 235,186 | $7.09M | 0.17% | +235,186 | New |
| Pathstone Holdings, LLC | 226,226 | $6.88M | 0.03% | +5,681+2.6% | Added |
| Ensign Peak Advisors, Inc | 221,894 | $6.79M | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 206,803 | $6.27M | 0.18% | +29,367+16.6% | Added |
| Assenagon Asset Management S.A. | 201,064 | $6.15M | 0.01% | −8,795−4.2% | Reduced |
| Parkwood LLC | 199,507 | $6.10M | 0.75% | +199,507 | New |
| NatWest Group plc | 197,901 | $6.00M | 1.78% | +92,203+87.2% | Added |
| SEI Investments Co | 197,201 | $5.98M | 0.01% | +5,217+2.7% | Added |
| LPL Financial LLC | 195,629 | $5.93M | 0.00% | +33,126+20.4% | Added |
| Promethos Capital, LLC | 185,831 | $5.63M | 1.99% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 182,355 | $5.55M | 0.00% | −504−0.3% | Reduced |
| Quinn Opportunity Partners LLC | 173,629 | $5.26M | 0.38% | −20,000−10.3% | Reduced |
| JustInvest LLC | 170,905 | $5.18M | 0.08% | +13,814+8.8% | Added |
| Mariner, LLC | 169,232 | $5.13M | 0.01% | +125+0.1% | Added |
| Advanced Portfolio Management, LLC | 165,000 | $5.00M | 5.88% | +165,000 | New |
| Fiera Capital Corp | 157,979 | $4.79M | 0.02% | +46,479+41.7% | Added |
| Mercer Global Advisors Inc | 150,839 | $4.57M | 0.01% | −129,236−46.1% | Reduced |
| Kestra Advisory Services, LLC | 144,994 | $4.40M | 0.02% | +3,651+2.6% | Added |
| Clearbridge Investments, LLC | 144,113 | $4.37M | 0.00% | −19,600−12.0% | Reduced |
| Mediolanum International Funds Ltd | 142,551 | $4.35M | 0.06% | +127,468+845.1% | Added |
| Wetherby Asset Management Inc | 135,861 | $4.12M | 0.20% | −4,667−3.3% | 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 |
| HighTower Advisors, LLC | 122,700 | $3.72M | 0.01% | −6,847−5.3% | Reduced |
| Timber Creek Capital Management LLC | 117,613 | $3.57M | 1.03% | +311+0.3% | Added |
| US Bancorp | 113,907 | $3.45M | 0.00% | +19,743+21.0% | Added |
| Vident Advisory, LLC | 113,009 | $3.44M | 0.06% | −4,336−3.7% | Reduced |
| Helios Capital Management Pte. Ltd | 112,000 | $3.42M | 2.00% | +13,776+14.0% | Added |
| Dorsey Wright & Associates | 110,330 | $3.35M | 0.80% | −31,345−22.1% | Reduced |
| Plato Investment Management Ltd | 107,490 | $3.30M | 0.24% | +4,220+4.1% | Added |
| Inspire Trust Co, N.A. | 108,000 | $3.27M | 0.84% | +3,583+3.4% | Added |
| Mitchell Capital Management Co | 106,196 | $3.22M | 0.56% | −2,629−2.4% | Reduced |
| Metis Global Partners, LLC | 104,451 | $3.19M | 0.10% | +5,390+5.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 105,166 | $3.19M | 0.01% | +261+0.2% | Added |
| Groupama Asset Managment | 114,363 | $3.17M | 0.06% | −6,644−5.5% | Reduced |
| The PNC Financial Services Group, Inc. | 102,860 | $3.12M | 0.00% | +63+0.1% | Added |
| Jane Street Group, LLC | 99,637 | $3.02M | 0.00% | −36,166−26.6% | Reduced |
| Citadel Advisors LLC | 95,396 | $2.89M | 0.00% | +82,463+637.6% | Added |
| Highland Capital Management, LLC | 95,316 | $2.89M | 0.17% | −2,525−2.6% | Reduced |
| Cerity Partners LLC | 91,822 | $2.81M | 0.01% | −37,158−28.8% | Reduced |
| Two Sigma Advisers, LP | 92,386 | $2.80M | 0.01% | −104,000−53.0% | Reduced |
| United Services Automobile Association | 110,504 | $2.77M | 0.09% | 00.0% | Unchanged |
| Logan Capital Management Inc | 89,505 | $2.71M | 0.11% | +1,480+1.7% | Added |
| Cloverfields Capital Group, LP | 88,556 | $2.69M | 0.86% | +5,990+7.3% | Added |
| Banco Santander, S.A. | 86,500 | $2.62M | 0.03% | +23,457+37.2% | Added |
| MML Investors Services, LLC | 86,015 | $2.61M | 0.01% | −993−1.1% | Reduced |
| Independent Advisor Alliance | 85,975 | $2.61M | 0.03% | +339+0.4% | Added |
| Hantz Financial Services, Inc. | 78,810 | $2.39M | 0.04% | −2,499−3.1% | Reduced |
| Signaturefd, LLC | 78,725 | $2.39M | 0.05% | +4,178+5.6% | Added |
| Equitable Trust Co | 75,213 | $2.28M | 0.13% | −1,364−1.8% | Reduced |
| Gendell Jeffrey L | 75,000 | $2.27M | 0.07% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 73,290 | $2.22M | 0.00% | +797+1.1% | Added |
| Ossiam | 72,265 | $2.21M | 0.04% | −9,780−11.9% | Reduced |
| Beach Investment Counsel Inc | 71,775 | $2.18M | 0.29% | −8,981−11.1% | Reduced |
| Alaethes Wealth LLC | 71,743 | $2.18M | 0.78% | +632+0.9% | Added |
| Great Lakes Advisors, LLC | 69,811 | $2.12M | 0.02% | +5,389+8.4% | Added |
| Altman Advisors, Inc. | 68,834 | $2.09M | 0.89% | +253+0.4% | Added |
| Glenmede Trust Co NA | 68,630 | $2.08M | 0.01% | +2,126+3.2% | Added |
| Forum Financial Management, LP | 68,105 | $2.06M | 0.03% | +11,749+20.8% | Added |
| Integrated Wealth Concepts LLC | 65,889 | $2.00M | 0.02% | +320+0.5% | Added |
| Wealth Alliance Advisory Group, LLC | 63,400 | $1.92M | 0.41% | −167−0.3% | Reduced |
| Cigna Investments Inc | 61,251 | $1.87M | 0.33% | −208−0.3% | Reduced |
| Marex Group plc | 61,557 | $1.87M | 0.03% | −9,499−13.4% | Reduced |
| Cetera Investment Advisers | 60,549 | $1.84M | 0.00% | +538+0.9% | Added |
| Legacy Wealth Asset Management, LLC | 60,322 | $1.83M | 0.50% | −383−0.6% | Reduced |
| Orca Wealth Management, LLC | 60,208 | $1.83M | 1.64% | +60,208 | New |
| Capital International Sarl | 59,554 | $1.82M | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 59,831 | $1.81M | 0.11% | +6,544+12.3% | Added |
| Bessemer Group Inc | 58,777 | $1.78M | 0.00% | +538+0.9% | Added |
| Truist Financial Corp | 58,737 | $1.78M | 0.00% | −3,633−5.8% | Reduced |