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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 739,634 | $22.7M | 0.01% | −76,928−9.4% | Reduced |
| Channing Global Advisors, LLC | 745,768 | $22.7M | 15.42% | +91,103+13.9% | Added |
| ASR Vermogensbeheer N.V. | 790,776 | $24.0M | 0.36% | +790,776 | New |
| Credit Agricole S A | 785,134 | $24.0M | 0.09% | −1,461,229−65.0% | Reduced |
| Raymond James Financial Inc | 793,485 | $24.3M | 0.01% | −243,752−23.5% | Reduced |
| Zurich Insurance Group Ltd | 808,482 | $24.6M | 0.20% | −46,703−5.5% | Reduced |
| Banque Pictet & Cie SA | 822,271 | $25.0M | 0.27% | +144,502+21.3% | Added |
| Susquehanna International Group, LLP | 843,711 | $25.8M | 0.04% | +580,258+220.3% | Added |
| TD Asset Management Inc | 1,081,873 | $32.9M | 0.03% | +120,442+12.5% | Added |
| Renaissance Technologies LLC | 1,091,391 | $33.4M | 0.05% | +463,000+73.7% | Added |
| Fullerton Fund Management Co Ltd. | 1,129,313 | $34.4M | 2.21% | +336,481+42.4% | Added |
| Mackenzie Financial Corp | 1,140,405 | $34.7M | 0.05% | −637,642−35.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,181,261 | $35.9M | 0.22% | +42,288+3.7% | Added |
| Exane Asset Management | 1,290,435 | $37.4M | 21.79% | +49,407+4.0% | Added |
| American Century Companies Inc | 1,235,015 | $37.8M | 0.02% | +83,794+7.3% | Added |
| Jupiter Asset Management Ltd | 1,275,845 | $38.7M | 0.37% | −574,844−31.1% | Reduced |
| Generali Asset Management SPA SGR | 1,560,346 | $41.9M | 1.03% | +874,214+127.4% | Added |
| Moore Capital Management, LP | 1,442,286 | $43.8M | 1.46% | +1,442,286 | New |
| Manufacturers Life Insurance Company, The | 1,438,990 | $43.9M | 0.04% | +27,213+1.9% | Added |
| ABN AMRO Bank N.V. | 1,516,539 | $46.2M | 0.64% | +17,300+1.2% | Added |
| HSBC Holdings PLC | 1,560,157 | $47.4M | 0.03% | −600,997−27.8% | Reduced |
| Brandes Investment Partners, LP | 1,573,481 | $48.2M | 0.49% | −60,533−3.7% | Reduced |
| Envestnet Asset Management Inc | 1,716,424 | $52.6M | 0.02% | +37,391+2.2% | Added |
| State of Tennessee, Treasury Department | 1,863,086 | $56.6M | 0.22% | +419,453+29.1% | Added |
| Bank of Montreal | 1,905,941 | $57.9M | 0.03% | −3,390,206−64.0% | Reduced |
| Invesco Ltd. | 1,988,707 | $60.9M | 0.01% | −416,226−17.3% | Reduced |
| J. Safra Sarasin Holding AG | 2,022,080 | $61.5M | 1.11% | −1,935,848−48.9% | Reduced |
| Patient Capital Management, LLC | 2,043,053 | $62.6M | 3.22% | +6330.0% | Added |
| Janus Henderson Group PLC | 1,977,630 | $62.7M | 0.03% | +26,398+1.4% | Added |
| Border to Coast Pensions Partnership Ltd | 2,090,000 | $63.5M | 1.30% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,123,241 | $65.0M | 0.16% | −26,821−1.2% | Reduced |
| Great West Life Assurance Co | 2,214,661 | $67.3M | 0.12% | +198,605+9.9% | Added |
| Franklin Resources Inc | 2,215,330 | $68.1M | 0.02% | +425,431+23.8% | Added |
| Korea Investment CORP | 2,310,867 | $70.2M | 0.17% | −325,070−12.3% | Reduced |
| Public Sector Pension Investment Board | 2,656,645 | $80.7M | 0.35% | +126,221+5.0% | Added |
| Public Employees Retirement System of Ohio | 2,656,908 | $80.8M | 0.29% | +740,755+38.7% | Added |
| Antipodes Partners Ltd | 2,684,289 | $81.5M | 2.55% | +234,528+9.6% | Added |
| Liontrust Investment Partners LLP | 2,744,564 | $83.4M | 1.30% | +129,114+4.9% | Added |
| Ameriprise Financial Inc | 3,027,712 | $92.7M | 0.03% | +8,342+0.3% | Added |
| LGT Group Foundation | 3,281,006 | $99.7M | 1.37% | +246,651+8.1% | Added |
| Aviva PLC | 3,780,611 | $114.8M | 0.28% | −174,296−4.4% | Reduced |
| M&G Plc | 3,772,813 | $115.2M | 0.55% | −330,962−8.1% | Reduced |
| SIH Partners, LLLP | 4,045,543 | $123.9M | 10.87% | −3,030,520−42.8% | Reduced |
| Allianz Asset Management GmbH | 4,132,377 | $125.5M | 0.18% | −105,003−2.5% | Reduced |
| BlackRock, Inc. | 4,097,680 | $125.5M | 0.00% | +95,690+2.4% | Added |
| Northern Trust Corp | 4,291,663 | $131.5M | 0.02% | +181,551+4.4% | Added |
| Platinum Investment Management Ltd | 4,336,796 | $131.7M | 7.63% | +4,336,796 | New |
| Natixis Advisors, L.P. | 4,350,277 | $133.2M | 0.25% | −887,552−16.9% | Reduced |
| DekaBank Deutsche Girozentrale | 4,366,422 | $134.4M | 0.26% | +96,917+2.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,506,853 | $138.8M | 0.45% | +131,014+3.0% | Added |
| Compagnie Lombard Odier SCmA | 4,689,965 | $142.4M | 1.75% | +568,308+13.8% | Added |
| AXA S.A. | 5,065,935 | $155.2M | 0.51% | −26,349−0.5% | Reduced |
| Canada Pension Plan Investment Board | 5,475,476 | $166.4M | 0.16% | −669,743−10.9% | Reduced |
| WCM Investment Management, LLC | 5,304,521 | $167.4M | 0.43% | +119,188+2.3% | Added |
| Citigroup Inc | 5,825,829 | $176.9M | 0.13% | −739,024−11.3% | Reduced |
| Banque Cantonale Vaudoise | 6,812,034 | $206.9M | 9.11% | +6,812,034 | New |
| Royal London Asset Management Ltd | 6,868,003 | $210.4M | 0.50% | +92,048+1.4% | Added |
| ARGA Investment Management, LP | 7,220,663 | $219.3M | 7.34% | −117,375−1.6% | Reduced |
| Royal Bank of Canada | 7,575,602 | $232.0M | 0.05% | −784,182−9.4% | Reduced |
| Russell Investments Group, Ltd. | 7,802,029 | $237.0M | 0.33% | +2,174,366+38.6% | Added |
| Morgan Stanley | 8,135,925 | $249.2M | 0.02% | −1,909,551−19.0% | Reduced |
| Caisse des Depots Et Consignations | 7,922,061 | $251.9M | 12.11% | −501,700−6.0% | Reduced |
| Bank of New York Mellon Corp | 8,489,653 | $260.0M | 0.05% | −101,703−1.2% | Reduced |
| Bank of America Corp | 8,787,314 | $269.2M | 0.02% | −490,721−5.3% | Reduced |
| FIL Ltd | 8,889,201 | $270.0M | 0.26% | +1,849,752+26.3% | Added |
| Nuveen, LLC | 11,445,119 | $348.2M | 0.11% | +11,445,119 | New |
| Wellington Management Group LLP | 12,160,903 | $369.3M | 0.07% | −760,582−5.9% | Reduced |
| Goldman Sachs Group Inc | 15,757,199 | $482.6M | 0.09% | −6,676,471−29.8% | Reduced |
| Amundi | 17,220,775 | $486.0M | 0.18% | +468,814+2.8% | Added |
| Vontobel Holding Ltd. | 17,146,184 | $521.1M | 1.90% | +701,116+4.3% | Added |
| Arrowstreet Capital, Limited Partnership | 17,561,721 | $534.9M | 0.43% | −3,128,523−15.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,259,342 | $676.4M | 0.79% | −6,047,993−21.4% | Reduced |
| Pzena Investment Management LLC | 29,350,825 | $788.7M | 2.75% | −239,498−0.8% | Reduced |
| Legal & General Group Plc | 27,169,698 | $825.2M | 0.22% | −305,303−1.1% | Reduced |
| Deutsche Bank AG | 31,350,911 | $960.3M | 0.38% | +4,337,005+16.1% | Added |
| JPMorgan Chase & Co | 32,669,997 | $1.00B | 0.08% | +6,196,422+23.4% | Added |
| Pictet Asset Management Holding SA | 35,428,808 | $1.08B | 1.20% | +449,013+1.3% | Added |
| Capital World Investors | 37,800,654 | $1.16B | 0.19% | +371,846+1.0% | Added |
| Cevian Capital II GP LTD | 43,787,401 | $1.34B | 56.35% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 49,975,870 | $1.53B | 0.66% | +45,938,949+1,138.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,586,232 | $1.69B | 4.85% | +4,207,140+8.2% | Added |
| FMR LLC | 70,952,562 | $2.16B | 0.14% | +15,418,942+27.8% | Added |
| Dodge & Cox | 72,608,792 | $2.22B | 1.27% | −888,250−1.2% | Reduced |
| Massachusetts Financial Services Co | 74,421,028 | $2.28B | 0.76% | −6,790,507−8.4% | Reduced |
| UBS Asset Management Americas Inc | 74,893,429 | $2.29B | 0.59% | +1,363,149+1.9% | Added |
| Vanguard Group Inc | 131,449,343 | $4.04B | 0.07% | +3,562,475+2.8% | Added |
| Norges Bank | 139,886,962 | $4.25B | 0.60% | −43,224,389−23.6% | Reduced |
| UBS Group AG | 147,271,042 | $4.51B | 1.00% | −6,313,770−4.1% | Reduced |
| Financial Connections Group, Inc. | 354 | – | – | +332+1,509.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,578−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,781,263−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −863,015−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −491,187−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −343,700−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −321,566−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −258,525−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −173,629−100.0% | Sold out |
| Gendell Jeffrey L | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −48,769−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −36,420−100.0% | Sold out |