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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 525,503 | $16.0M | 0.28% | −22,868−4.2% | Reduced |
| Acadian Asset Management LLC | 527,669 | $16.0M | 0.05% | −6,277,156−92.2% | Reduced |
| USS Investment Management Ltd | 516,436 | $15.7M | 0.12% | −1810.0% | Reduced |
| Baker Avenue Asset Management, LP | 512,483 | $15.7M | 0.49% | −4,925−1.0% | Reduced |
| Voya Investment Management LLC | 516,517 | $15.7M | 0.02% | −43,477−7.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 484,688 | $14.8M | 0.12% | −4,606−0.9% | Reduced |
| DJE Kapital AG | 453,017 | $13.6M | 0.40% | +217,831+92.6% | Added |
| Janney Capital Management LLC | 438,527 | $13.4M | 0.92% | −25,264−5.4% | Reduced |
| Maryland State Retirement & Pension System | 417,706 | $12.7M | 0.30% | +109,105+35.4% | Added |
| Citadel Advisors LLC | 413,313 | $12.7M | 0.01% | +317,917+333.3% | Added |
| Levin Capital Strategies, L.P. | 412,616 | $12.6M | 1.34% | −508,132−55.2% | Reduced |
| Henry James International Management, Inc. | 410,923 | $12.6M | 4.31% | −70.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 408,401 | $12.4M | 0.03% | −472,267−53.6% | Reduced |
| Pictet North America Advisors SA | 382,355 | $11.6M | 1.16% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 370,696 | $11.4M | 2.74% | −1,250−0.3% | Reduced |
| Baader Bank INC | 360,840 | $11.0M | 1.11% | +10,840+3.1% | Added |
| CIBC World Markets Inc. | 354,966 | $10.8M | 0.02% | +1,961+0.6% | Added |
| Black Diamond Capital Management, L.L.C. | 350,000 | $10.7M | 6.36% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 347,860 | $10.7M | 2.24% | +31,355+9.9% | Added |
| MetLife Investment Management | 341,321 | $10.4M | 0.06% | −44,166−11.5% | Reduced |
| LGT Fund Management Co Ltd. | 341,497 | $10.4M | 0.94% | +66,606+24.2% | Added |
| RBF Capital, LLC | 325,000 | $9.95M | 0.63% | 00.0% | Unchanged |
| Macquarie Group Ltd | 357,411 | $9.65M | 0.01% | +343,411+2,452.9% | Added |
| Charles Schwab Investment Management Inc | 300,414 | $9.20M | 0.00% | +41,088+15.8% | Added |
| Creative Planning | 298,426 | $9.14M | 0.01% | +31,874+12.0% | Added |
| Prudential PLC | 299,648 | $9.11M | 0.05% | +14,886+5.2% | Added |
| Quantinno Capital Management LP | 285,896 | $8.76M | 0.06% | +34,225+13.6% | Added |
| RPg Family Wealth Advisory, LLC | 282,030 | $8.64M | 2.46% | +5,261+1.9% | Added |
| M&T Bank Corp | 280,806 | $8.61M | 0.03% | −10,958−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 270,044 | $8.27M | 0.15% | +10,365+4.0% | Added |
| Value Partners Investments Inc. | 260,881 | $8.00M | 0.69% | +260,881 | New |
| Millennium Management LLC | 254,828 | $7.81M | 0.01% | +245,348+2,588.1% | Added |
| LPL Financial LLC | 226,246 | $6.93M | 0.00% | +30,617+15.7% | Added |
| Pathstone Holdings, LLC | 226,514 | $6.92M | 0.03% | +288+0.1% | Added |
| SEI Investments Co | 223,976 | $6.86M | 0.01% | +26,775+13.6% | Added |
| Ensign Peak Advisors, Inc | 221,894 | $6.74M | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 216,991 | $6.65M | 0.02% | +59,012+37.4% | Added |
| QRG Capital Management, Inc. | 207,350 | $6.35M | 0.07% | −70,135−25.3% | Reduced |
| Promethos Capital, LLC | 202,332 | $6.22M | 2.28% | +16,501+8.9% | Added |
| NatWest Group plc | 201,009 | $6.16M | 1.82% | +3,108+1.6% | Added |
| Assenagon Asset Management S.A. | 202,673 | $6.15M | 0.01% | +1,609+0.8% | Added |
| First Trust Advisors LP | 199,556 | $6.12M | 0.01% | −42,915−17.7% | Reduced |
| JustInvest LLC | 191,277 | $5.86M | 0.09% | +20,372+11.9% | Added |
| Mediolanum International Funds Ltd | 177,284 | $5.62M | 0.08% | +34,733+24.4% | Added |
| Parkwood LLC | 184,105 | $5.59M | 0.55% | −15,402−7.7% | Reduced |
| Ritholtz Wealth Management | 181,290 | $5.55M | 0.17% | −25,513−12.3% | Reduced |
| Mariner, LLC | 176,547 | $5.41M | 0.01% | +7,315+4.3% | Added |
| Cerity Partners LLC | 173,036 | $5.30M | 0.01% | +81,214+88.4% | Added |
| Neuberger Berman Group LLC | 158,283 | $4.83M | 0.00% | −24,072−13.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 154,375 | $4.69M | 2.34% | +154,375 | New |
| Jefferies Financial Group Inc. | 151,280 | $4.60M | 0.08% | +123,422+443.0% | Added |
| Entropy Technologies, LP | 149,362 | $4.57M | 0.45% | +149,362 | New |
| Kestra Advisory Services, LLC | 145,380 | $4.45M | 0.02% | +386+0.3% | Added |
| Clearbridge Investments, LLC | 145,049 | $4.44M | 0.00% | +936+0.6% | Added |
| D. E. Shaw & Co., Inc. | 140,669 | $4.31M | 0.01% | −517,409−78.6% | Reduced |
| Credit Industriel Et Commercial | 141,133 | $4.30M | 0.78% | +123,560+703.1% | Added |
| Point72 Asset Management, L.P. | 137,606 | $4.21M | 0.01% | +137,606 | New |
| Groupama Asset Managment | 149,434 | $4.18M | 0.08% | +35,071+30.7% | Added |
| Walleye Capital LLC | 135,849 | $4.16M | 0.05% | +110,433+434.5% | Added |
| Permanens Capital L.P. | 130,697 | $4.00M | 0.73% | +130,697 | New |
| Point72 Hong Kong Ltd | 128,319 | $3.93M | 0.28% | +128,319 | New |
| National Bank of Canada | 127,579 | $3.91M | 0.00% | −3,450,613−96.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 124,395 | $3.81M | 0.01% | +19,229+18.3% | Added |
| Vident Advisory, LLC | 124,393 | $3.80M | 0.06% | +11,384+10.1% | Added |
| Banco Santander, S.A. | 121,094 | $3.71M | 0.04% | +34,594+40.0% | Added |
| The PNC Financial Services Group, Inc. | 119,926 | $3.67M | 0.00% | +17,066+16.6% | Added |
| Quadrant Capital Group LLC | 118,301 | $3.62M | 0.13% | +79,516+205.0% | Added |
| HighTower Advisors, LLC | 118,174 | $3.62M | 0.00% | −4,526−3.7% | Reduced |
| Timber Creek Capital Management LLC | 117,141 | $3.59M | 0.96% | −472−0.4% | Reduced |
| United Services Automobile Association | 110,504 | $3.50M | 0.11% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 113,000 | $3.46M | 0.82% | +5,000+4.6% | Added |
| Helios Capital Management Pte. Ltd | 112,000 | $3.40M | 5.95% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 110,345 | $3.38M | 0.64% | +4,149+3.9% | Added |
| 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 |
| Mercer Global Advisors Inc | 106,484 | $3.26M | 0.01% | −44,355−29.4% | Reduced |
| US Bancorp | 105,807 | $3.24M | 0.00% | −8,100−7.1% | Reduced |
| MML Investors Services, LLC | 102,703 | $3.15M | 0.01% | +16,688+19.4% | Added |
| Dorsey Wright & Associates | 98,068 | $3.00M | 0.77% | −12,262−11.1% | Reduced |
| Metis Global Partners, LLC | 98,480 | $2.99M | 0.08% | −5,971−5.7% | Reduced |
| Groupe la Francaise | 85,653 | $2.74M | 0.06% | +85,653 | New |
| Highland Capital Management, LLC | 88,566 | $2.71M | 0.16% | −6,750−7.1% | Reduced |
| Cloverfields Capital Group, LP | 88,192 | $2.70M | 0.89% | −364−0.4% | Reduced |
| Independent Advisor Alliance | 85,885 | $2.63M | 0.09% | −90−0.1% | Reduced |
| Group One Trading, L.P. | 83,389 | $2.55M | 0.11% | +28,596+52.2% | Added |
| Plato Investment Management Ltd | 83,183 | $2.55M | 0.22% | −24,307−22.6% | Reduced |
| Ossiam | 82,569 | $2.51M | 0.04% | +10,304+14.3% | Added |
| Cetera Investment Advisers | 80,090 | $2.45M | 0.00% | +19,541+32.3% | Added |
| Marex Group plc | 79,413 | $2.43M | 0.05% | +17,856+29.0% | Added |
| Signaturefd, LLC | 77,790 | $2.38M | 0.05% | −935−1.2% | Reduced |
| Andra AP-fonden | 86,857 | $2.33M | 0.04% | +39,373+82.9% | Added |
| Hantz Financial Services, Inc. | 75,880 | $2.32M | 0.04% | −2,930−3.7% | Reduced |
| Equitable Trust Co | 74,149 | $2.27M | 0.13% | −1,064−1.4% | Reduced |
| Great Lakes Advisors, LLC | 74,119 | $2.27M | 0.02% | +4,308+6.2% | Added |
| CI Private Wealth, LLC | 73,852 | $2.26M | 0.00% | +562+0.8% | Added |
| Alaethes Wealth LLC | 72,821 | $2.23M | 0.82% | +1,078+1.5% | Added |
| Beach Investment Counsel Inc | 71,775 | $2.20M | 0.32% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 69,782 | $2.11M | 0.97% | +948+1.4% | Added |
| Forum Financial Management, LP | 68,105 | $2.09M | 0.03% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 67,500 | $2.07M | 4.17% | −97,500−59.1% | Reduced |