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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 80,090 | $2.45M | 0.00% | +19,541+32.3% | Added |
| Ossiam | 82,569 | $2.51M | 0.04% | +10,304+14.3% | Added |
| Plato Investment Management Ltd | 83,183 | $2.55M | 0.22% | −24,307−22.6% | Reduced |
| Group One Trading, L.P. | 83,389 | $2.55M | 0.11% | +28,596+52.2% | Added |
| Independent Advisor Alliance | 85,885 | $2.63M | 0.09% | −90−0.1% | Reduced |
| Cloverfields Capital Group, LP | 88,192 | $2.70M | 0.89% | −364−0.4% | Reduced |
| Highland Capital Management, LLC | 88,566 | $2.71M | 0.16% | −6,750−7.1% | Reduced |
| Groupe la Francaise | 85,653 | $2.74M | 0.06% | +85,653 | New |
| Metis Global Partners, LLC | 98,480 | $2.99M | 0.08% | −5,971−5.7% | Reduced |
| Dorsey Wright & Associates | 98,068 | $3.00M | 0.77% | −12,262−11.1% | Reduced |
| MML Investors Services, LLC | 102,703 | $3.15M | 0.01% | +16,688+19.4% | Added |
| US Bancorp | 105,807 | $3.24M | 0.00% | −8,100−7.1% | Reduced |
| Mercer Global Advisors Inc | 106,484 | $3.26M | 0.01% | −44,355−29.4% | Reduced |
| Brinker Capital Investments, LLC | 108,541 | $3.32M | 0.03% | −27,232−20.1% | Reduced |
| Orion Portfolio Solutions, LLC | 108,541 | $3.32M | 0.03% | −27,232−20.1% | Reduced |
| Mitchell Capital Management Co | 110,345 | $3.38M | 0.64% | +4,149+3.9% | Added |
| Helios Capital Management Pte. Ltd | 112,000 | $3.40M | 5.95% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 113,000 | $3.46M | 0.82% | +5,000+4.6% | Added |
| United Services Automobile Association | 110,504 | $3.50M | 0.11% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 117,141 | $3.59M | 0.96% | −472−0.4% | Reduced |
| HighTower Advisors, LLC | 118,174 | $3.62M | 0.00% | −4,526−3.7% | Reduced |
| Quadrant Capital Group LLC | 118,301 | $3.62M | 0.13% | +79,516+205.0% | Added |
| The PNC Financial Services Group, Inc. | 119,926 | $3.67M | 0.00% | +17,066+16.6% | Added |
| Banco Santander, S.A. | 121,094 | $3.71M | 0.04% | +34,594+40.0% | Added |
| Vident Advisory, LLC | 124,393 | $3.80M | 0.06% | +11,384+10.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 124,395 | $3.81M | 0.01% | +19,229+18.3% | Added |
| National Bank of Canada | 127,579 | $3.91M | 0.00% | −3,450,613−96.4% | Reduced |
| Point72 Hong Kong Ltd | 128,319 | $3.93M | 0.28% | +128,319 | New |
| Permanens Capital L.P. | 130,697 | $4.00M | 0.73% | +130,697 | New |
| Walleye Capital LLC | 135,849 | $4.16M | 0.05% | +110,433+434.5% | Added |
| Groupama Asset Managment | 149,434 | $4.18M | 0.08% | +35,071+30.7% | Added |
| Point72 Asset Management, L.P. | 137,606 | $4.21M | 0.01% | +137,606 | New |
| Credit Industriel Et Commercial | 141,133 | $4.30M | 0.78% | +123,560+703.1% | Added |
| D. E. Shaw & Co., Inc. | 140,669 | $4.31M | 0.01% | −517,409−78.6% | Reduced |
| Clearbridge Investments, LLC | 145,049 | $4.44M | 0.00% | +936+0.6% | Added |
| Kestra Advisory Services, LLC | 145,380 | $4.45M | 0.02% | +386+0.3% | Added |
| Entropy Technologies, LP | 149,362 | $4.57M | 0.45% | +149,362 | New |
| Jefferies Financial Group Inc. | 151,280 | $4.60M | 0.08% | +123,422+443.0% | Added |
| Sustainable Insight Capital Management, LLC | 154,375 | $4.69M | 2.34% | +154,375 | New |
| Neuberger Berman Group LLC | 158,283 | $4.83M | 0.00% | −24,072−13.2% | Reduced |
| Cerity Partners LLC | 173,036 | $5.30M | 0.01% | +81,214+88.4% | Added |
| Mariner, LLC | 176,547 | $5.41M | 0.01% | +7,315+4.3% | Added |
| Ritholtz Wealth Management | 181,290 | $5.55M | 0.17% | −25,513−12.3% | Reduced |
| Parkwood LLC | 184,105 | $5.59M | 0.55% | −15,402−7.7% | Reduced |
| Mediolanum International Funds Ltd | 177,284 | $5.62M | 0.08% | +34,733+24.4% | Added |
| JustInvest LLC | 191,277 | $5.86M | 0.09% | +20,372+11.9% | Added |
| First Trust Advisors LP | 199,556 | $6.12M | 0.01% | −42,915−17.7% | Reduced |
| Assenagon Asset Management S.A. | 202,673 | $6.15M | 0.01% | +1,609+0.8% | Added |
| NatWest Group plc | 201,009 | $6.16M | 1.82% | +3,108+1.6% | Added |
| Promethos Capital, LLC | 202,332 | $6.22M | 2.28% | +16,501+8.9% | Added |
| QRG Capital Management, Inc. | 207,350 | $6.35M | 0.07% | −70,135−25.3% | Reduced |
| Fiera Capital Corp | 216,991 | $6.65M | 0.02% | +59,012+37.4% | Added |
| Ensign Peak Advisors, Inc | 221,894 | $6.74M | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 223,976 | $6.86M | 0.01% | +26,775+13.6% | Added |
| Pathstone Holdings, LLC | 226,514 | $6.92M | 0.03% | +288+0.1% | Added |
| LPL Financial LLC | 226,246 | $6.93M | 0.00% | +30,617+15.7% | Added |
| Millennium Management LLC | 254,828 | $7.81M | 0.01% | +245,348+2,588.1% | Added |
| Value Partners Investments Inc. | 260,881 | $8.00M | 0.69% | +260,881 | New |
| Crossmark Global Holdings, Inc. | 270,044 | $8.27M | 0.15% | +10,365+4.0% | Added |
| M&T Bank Corp | 280,806 | $8.61M | 0.03% | −10,958−3.8% | Reduced |
| RPg Family Wealth Advisory, LLC | 282,030 | $8.64M | 2.46% | +5,261+1.9% | Added |
| Quantinno Capital Management LP | 285,896 | $8.76M | 0.06% | +34,225+13.6% | Added |
| Prudential PLC | 299,648 | $9.11M | 0.05% | +14,886+5.2% | Added |
| Creative Planning | 298,426 | $9.14M | 0.01% | +31,874+12.0% | Added |
| Charles Schwab Investment Management Inc | 300,414 | $9.20M | 0.00% | +41,088+15.8% | Added |
| Macquarie Group Ltd | 357,411 | $9.65M | 0.01% | +343,411+2,452.9% | Added |
| RBF Capital, LLC | 325,000 | $9.95M | 0.63% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 341,497 | $10.4M | 0.94% | +66,606+24.2% | Added |
| MetLife Investment Management | 341,321 | $10.4M | 0.06% | −44,166−11.5% | Reduced |
| Contravisory Investment Management, Inc. | 347,860 | $10.7M | 2.24% | +31,355+9.9% | Added |
| Black Diamond Capital Management, L.L.C. | 350,000 | $10.7M | 6.36% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 354,966 | $10.8M | 0.02% | +1,961+0.6% | Added |
| Baader Bank INC | 360,840 | $11.0M | 1.11% | +10,840+3.1% | Added |
| Gardner Lewis Asset Management L P | 370,696 | $11.4M | 2.74% | −1,250−0.3% | Reduced |
| Pictet North America Advisors SA | 382,355 | $11.6M | 1.16% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 408,401 | $12.4M | 0.03% | −472,267−53.6% | Reduced |
| Henry James International Management, Inc. | 410,923 | $12.6M | 4.31% | −70.0% | Reduced |
| Levin Capital Strategies, L.P. | 412,616 | $12.6M | 1.34% | −508,132−55.2% | Reduced |
| Citadel Advisors LLC | 413,313 | $12.7M | 0.01% | +317,917+333.3% | Added |
| Maryland State Retirement & Pension System | 417,706 | $12.7M | 0.30% | +109,105+35.4% | Added |
| Janney Capital Management LLC | 438,527 | $13.4M | 0.92% | −25,264−5.4% | Reduced |
| DJE Kapital AG | 453,017 | $13.6M | 0.40% | +217,831+92.6% | Added |
| O'Shaughnessy Asset Management, LLC | 484,688 | $14.8M | 0.12% | −4,606−0.9% | Reduced |
| Voya Investment Management LLC | 516,517 | $15.7M | 0.02% | −43,477−7.8% | Reduced |
| Baker Avenue Asset Management, LP | 512,483 | $15.7M | 0.49% | −4,925−1.0% | Reduced |
| USS Investment Management Ltd | 516,436 | $15.7M | 0.12% | −1810.0% | Reduced |
| Acadian Asset Management LLC | 527,669 | $16.0M | 0.05% | −6,277,156−92.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 525,503 | $16.0M | 0.28% | −22,868−4.2% | Reduced |
| Mangrove Partners | 527,637 | $16.2M | 1.82% | 00.0% | Unchanged |
| Stifel Financial Corp | 537,535 | $16.5M | 0.02% | −51,967−8.8% | Reduced |
| Jane Street Group, LLC | 551,173 | $16.9M | 0.03% | +451,536+453.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 569,514 | $17.3M | 0.17% | +16,082+2.9% | Added |
| Crocodile Capital Partners GmbH | 570,000 | $17.5M | 24.72% | +570,000 | New |
| Alliancebernstein L.P. | 579,291 | $17.7M | 0.01% | +5,078+0.9% | Added |
| Haven Global Partners, LLC | 584,672 | $17.8M | 18.61% | −30,291−4.9% | Reduced |
| Systrade AG | 595,000 | $18.1M | 25.18% | +100,000+20.2% | Added |
| AMF Pensionsforsakring AB | 628,870 | $19.1M | 0.14% | +366,928+140.1% | Added |
| Qube Research & Technologies Ltd | 625,236 | $19.2M | 0.03% | −1,239,817−66.5% | Reduced |
| Worldquant Millennium Advisors LLC | 672,190 | $20.4M | 0.13% | +672,190 | New |
| Governors Lane LP | 697,900 | $21.2M | 4.59% | −192,900−21.7% | Reduced |