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, Q1 2025
Institutional positions in UBS Group AG as of Mar 31, 2025. 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
- 589
- +24 vs. Q4 2024
- Shares held
- 1.42B
- +13.1M (+0.9%) vs. Q4 2024
- Total value
- $43.1B
- +$477.4M (+1.1%) vs. Q4 2024
- New holders
- 72
- 228 more added
- Sold out
- 48
- 192 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 147,271,042 | $4.51B | 1.00% | −6,313,770−4.1% | Reduced |
| Norges Bank | 139,886,962 | $4.25B | 0.60% | −43,224,389−23.6% | Reduced |
| Vanguard Group Inc | 131,449,343 | $4.04B | 0.07% | +3,562,475+2.8% | Added |
| UBS Asset Management Americas Inc | 74,893,429 | $2.29B | 0.59% | +1,363,149+1.9% | Added |
| Massachusetts Financial Services Co | 74,421,028 | $2.28B | 0.76% | −6,790,507−8.4% | Reduced |
| Dodge & Cox | 72,608,792 | $2.22B | 1.27% | −888,250−1.2% | Reduced |
| FMR LLC | 70,952,562 | $2.16B | 0.14% | +15,418,942+27.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,586,232 | $1.69B | 4.85% | +4,207,140+8.2% | Added |
| Fisher Asset Management, LLC | 49,975,870 | $1.53B | 0.66% | +45,938,949+1,138.0% | Added |
| Cevian Capital II GP LTD | 43,787,401 | $1.34B | 56.35% | 00.0% | Unchanged |
| Capital World Investors | 37,800,654 | $1.16B | 0.19% | +371,846+1.0% | Added |
| Pictet Asset Management Holding SA | 35,428,808 | $1.08B | 1.20% | +449,013+1.3% | Added |
| JPMorgan Chase & Co | 32,669,997 | $1.00B | 0.08% | +6,196,422+23.4% | Added |
| Deutsche Bank AG | 31,350,911 | $960.3M | 0.38% | +4,337,005+16.1% | Added |
| Legal & General Group Plc | 27,169,698 | $825.2M | 0.22% | −305,303−1.1% | Reduced |
| Pzena Investment Management LLC | 29,350,825 | $788.7M | 2.75% | −239,498−0.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,259,342 | $676.4M | 0.79% | −6,047,993−21.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 17,561,721 | $534.9M | 0.43% | −3,128,523−15.1% | Reduced |
| Vontobel Holding Ltd. | 17,146,184 | $521.1M | 1.90% | +701,116+4.3% | Added |
| Amundi | 17,220,775 | $486.0M | 0.18% | +468,814+2.8% | Added |
| Goldman Sachs Group Inc | 15,757,199 | $482.6M | 0.09% | −6,676,471−29.8% | Reduced |
| Wellington Management Group LLP | 12,160,903 | $369.3M | 0.07% | −760,582−5.9% | Reduced |
| Nuveen, LLC | 11,445,119 | $348.2M | 0.11% | +11,445,119 | New |
| FIL Ltd | 8,889,201 | $270.0M | 0.26% | +1,849,752+26.3% | Added |
| Bank of America Corp | 8,787,314 | $269.2M | 0.02% | −490,721−5.3% | Reduced |
| Bank of New York Mellon Corp | 8,489,653 | $260.0M | 0.05% | −101,703−1.2% | Reduced |
| Caisse des Depots Et Consignations | 7,922,061 | $251.9M | 12.11% | −501,700−6.0% | Reduced |
| Morgan Stanley | 8,135,925 | $249.2M | 0.02% | −1,909,551−19.0% | Reduced |
| Russell Investments Group, Ltd. | 7,802,029 | $237.0M | 0.33% | +2,174,366+38.6% | Added |
| Royal Bank of Canada | 7,575,602 | $232.0M | 0.05% | −784,182−9.4% | Reduced |
| ARGA Investment Management, LP | 7,220,663 | $219.3M | 7.34% | −117,375−1.6% | Reduced |
| Royal London Asset Management Ltd | 6,868,003 | $210.4M | 0.50% | +92,048+1.4% | Added |
| Banque Cantonale Vaudoise | 6,812,034 | $206.9M | 9.11% | +6,812,034 | New |
| Citigroup Inc | 5,825,829 | $176.9M | 0.13% | −739,024−11.3% | Reduced |
| WCM Investment Management, LLC | 5,304,521 | $167.4M | 0.43% | +119,188+2.3% | Added |
| Canada Pension Plan Investment Board | 5,475,476 | $166.4M | 0.16% | −669,743−10.9% | Reduced |
| AXA S.A. | 5,065,935 | $155.2M | 0.51% | −26,349−0.5% | Reduced |
| Compagnie Lombard Odier SCmA | 4,689,965 | $142.4M | 1.75% | +568,308+13.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,506,853 | $138.8M | 0.45% | +131,014+3.0% | Added |
| DekaBank Deutsche Girozentrale | 4,366,422 | $134.4M | 0.26% | +96,917+2.3% | Added |
| Natixis Advisors, L.P. | 4,350,277 | $133.2M | 0.25% | −887,552−16.9% | Reduced |
| Platinum Investment Management Ltd | 4,336,796 | $131.7M | 7.63% | +4,336,796 | New |
| Northern Trust Corp | 4,291,663 | $131.5M | 0.02% | +181,551+4.4% | Added |
| BlackRock, Inc. | 4,097,680 | $125.5M | 0.00% | +95,690+2.4% | Added |
| Allianz Asset Management GmbH | 4,132,377 | $125.5M | 0.18% | −105,003−2.5% | Reduced |
| SIH Partners, LLLP | 4,045,543 | $123.9M | 10.87% | −3,030,520−42.8% | Reduced |
| M&G Plc | 3,772,813 | $115.2M | 0.55% | −330,962−8.1% | Reduced |
| Aviva PLC | 3,780,611 | $114.8M | 0.28% | −174,296−4.4% | Reduced |
| LGT Group Foundation | 3,281,006 | $99.7M | 1.37% | +246,651+8.1% | Added |
| Ameriprise Financial Inc | 3,027,712 | $92.7M | 0.03% | +8,342+0.3% | Added |
| Liontrust Investment Partners LLP | 2,744,564 | $83.4M | 1.30% | +129,114+4.9% | Added |
| Antipodes Partners Ltd | 2,684,289 | $81.5M | 2.55% | +234,528+9.6% | Added |
| Public Employees Retirement System of Ohio | 2,656,908 | $80.8M | 0.29% | +740,755+38.7% | Added |
| Public Sector Pension Investment Board | 2,656,645 | $80.7M | 0.35% | +126,221+5.0% | Added |
| Korea Investment CORP | 2,310,867 | $70.2M | 0.17% | −325,070−12.3% | Reduced |
| Franklin Resources Inc | 2,215,330 | $68.1M | 0.02% | +425,431+23.8% | Added |
| Great West Life Assurance Co | 2,214,661 | $67.3M | 0.12% | +198,605+9.9% | Added |
| Captrust Financial Advisors | 2,123,241 | $65.0M | 0.16% | −26,821−1.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 2,090,000 | $63.5M | 1.30% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,977,630 | $62.7M | 0.03% | +26,398+1.4% | Added |
| Patient Capital Management, LLC | 2,043,053 | $62.6M | 3.22% | +6330.0% | Added |
| J. Safra Sarasin Holding AG | 2,022,080 | $61.5M | 1.11% | −1,935,848−48.9% | Reduced |
| Invesco Ltd. | 1,988,707 | $60.9M | 0.01% | −416,226−17.3% | Reduced |
| Bank of Montreal | 1,905,941 | $57.9M | 0.03% | −3,390,206−64.0% | Reduced |
| State of Tennessee, Treasury Department | 1,863,086 | $56.6M | 0.22% | +419,453+29.1% | Added |
| Envestnet Asset Management Inc | 1,716,424 | $52.6M | 0.02% | +37,391+2.2% | Added |
| Brandes Investment Partners, LP | 1,573,481 | $48.2M | 0.49% | −60,533−3.7% | Reduced |
| HSBC Holdings PLC | 1,560,157 | $47.4M | 0.03% | −600,997−27.8% | Reduced |
| ABN AMRO Bank N.V. | 1,516,539 | $46.2M | 0.64% | +17,300+1.2% | Added |
| Manufacturers Life Insurance Company, The | 1,438,990 | $43.9M | 0.04% | +27,213+1.9% | Added |
| Moore Capital Management, LP | 1,442,286 | $43.8M | 1.46% | +1,442,286 | New |
| Generali Asset Management SPA SGR | 1,560,346 | $41.9M | 1.03% | +874,214+127.4% | Added |
| Jupiter Asset Management Ltd | 1,275,845 | $38.7M | 0.37% | −574,844−31.1% | Reduced |
| American Century Companies Inc | 1,235,015 | $37.8M | 0.02% | +83,794+7.3% | Added |
| Exane Asset Management | 1,290,435 | $37.4M | 21.79% | +49,407+4.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,181,261 | $35.9M | 0.22% | +42,288+3.7% | Added |
| Mackenzie Financial Corp | 1,140,405 | $34.7M | 0.05% | −637,642−35.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,129,313 | $34.4M | 2.21% | +336,481+42.4% | Added |
| Renaissance Technologies LLC | 1,091,391 | $33.4M | 0.05% | +463,000+73.7% | Added |
| TD Asset Management Inc | 1,081,873 | $32.9M | 0.03% | +120,442+12.5% | Added |
| Susquehanna International Group, LLP | 843,711 | $25.8M | 0.04% | +580,258+220.3% | Added |
| Banque Pictet & Cie SA | 822,271 | $25.0M | 0.27% | +144,502+21.3% | Added |
| Zurich Insurance Group Ltd | 808,482 | $24.6M | 0.20% | −46,703−5.5% | Reduced |
| Raymond James Financial Inc | 793,485 | $24.3M | 0.01% | −243,752−23.5% | Reduced |
| Credit Agricole S A | 785,134 | $24.0M | 0.09% | −1,461,229−65.0% | Reduced |
| ASR Vermogensbeheer N.V. | 790,776 | $24.0M | 0.36% | +790,776 | New |
| Channing Global Advisors, LLC | 745,768 | $22.7M | 15.42% | +91,103+13.9% | Added |
| Wells Fargo & Company | 739,634 | $22.7M | 0.01% | −76,928−9.4% | Reduced |
| Governors Lane LP | 697,900 | $21.2M | 4.59% | −192,900−21.7% | Reduced |
| Worldquant Millennium Advisors LLC | 672,190 | $20.4M | 0.13% | +672,190 | New |
| Qube Research & Technologies Ltd | 625,236 | $19.2M | 0.03% | −1,239,817−66.5% | Reduced |
| AMF Pensionsforsakring AB | 628,870 | $19.1M | 0.14% | +366,928+140.1% | Added |
| Systrade AG | 595,000 | $18.1M | 25.18% | +100,000+20.2% | Added |
| Haven Global Partners, LLC | 584,672 | $17.8M | 18.61% | −30,291−4.9% | Reduced |
| Alliancebernstein L.P. | 579,291 | $17.7M | 0.01% | +5,078+0.9% | Added |
| Crocodile Capital Partners GmbH | 570,000 | $17.5M | 24.72% | +570,000 | New |
| Police & Firemen's Retirement System of New Jersey | 569,514 | $17.3M | 0.17% | +16,082+2.9% | Added |
| Jane Street Group, LLC | 551,173 | $16.9M | 0.03% | +451,536+453.2% | Added |
| Stifel Financial Corp | 537,535 | $16.5M | 0.02% | −51,967−8.8% | Reduced |
| Mangrove Partners | 527,637 | $16.2M | 1.82% | 00.0% | Unchanged |