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, Q2 2025
Institutional positions in UBS Group AG as of Jun 30, 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
- 599
- +20 vs. Q1 2025
- Shares held
- 1.32B
- −91.0M (−6.4%) vs. Q1 2025
- Total value
- $44.5B
- +$1.46B (+3.4%) vs. Q1 2025
- New holders
- 73
- 213 more added
- Sold out
- 53
- 224 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 144,091,392 | $4.88B | 0.61% | +4,204,430+3.0% | Added |
| Vanguard Group Inc | 135,357,012 | $4.60B | 0.07% | +3,907,669+3.0% | Added |
| UBS Group AG | 115,915,485 | $3.92B | 0.82% | −31,355,557−21.3% | Reduced |
| UBS Asset Management Americas Inc | 70,666,454 | $2.39B | 0.48% | −4,226,975−5.6% | Reduced |
| Massachusetts Financial Services Co | 63,935,645 | $2.16B | 0.69% | −10,485,383−14.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,561,637 | $2.01B | 4.91% | +3,975,405+7.2% | Added |
| Fisher Asset Management, LLC | 58,424,089 | $1.98B | 0.78% | +8,448,219+16.9% | Added |
| FMR LLC | 48,588,330 | $1.64B | 0.09% | −22,364,232−31.5% | Reduced |
| Cevian Capital II GP LTD | 48,117,675 | $1.63B | 57.40% | +4,330,274+9.9% | Added |
| Dodge & Cox | 45,635,942 | $1.54B | 0.87% | −26,972,850−37.1% | Reduced |
| Capital World Investors | 36,957,240 | $1.25B | 0.18% | −843,414−2.2% | Reduced |
| Pictet Asset Management Holding SA | 35,735,675 | $1.21B | 1.23% | +306,867+0.9% | Added |
| JPMorgan Chase & Co | 31,561,123 | $1.07B | 0.07% | −1,108,874−3.4% | Reduced |
| Legal & General Group Plc | 24,789,498 | $836.2M | 0.21% | −2,380,200−8.8% | Reduced |
| Pzena Investment Management LLC | 30,902,392 | $829.7M | 2.70% | +1,551,567+5.3% | Added |
| Deutsche Bank AG | 22,950,153 | $776.2M | 0.29% | −8,400,758−26.8% | Reduced |
| Amundi | 20,346,519 | $707.4M | 0.24% | +3,125,744+18.2% | Added |
| Arrowstreet Capital, Limited Partnership | 18,739,159 | $634.2M | 0.45% | +1,177,438+6.7% | Added |
| Goldman Sachs Group Inc | 18,450,919 | $624.0M | 0.10% | +2,693,720+17.1% | Added |
| Wellington Management Group LLP | 17,940,249 | $605.1M | 0.11% | +5,779,346+47.5% | Added |
| Vontobel Holding Ltd. | 13,823,767 | $468.0M | 1.54% | −3,322,417−19.4% | Reduced |
| Nuveen, LLC | 11,396,193 | $384.6M | 0.11% | −48,926−0.4% | Reduced |
| Caisse des Depots Et Consignations | 7,922,061 | $287.0M | 12.02% | 00.0% | Unchanged |
| Bank of America Corp | 8,429,237 | $285.1M | 0.02% | −358,077−4.1% | Reduced |
| Bank of New York Mellon Corp | 8,247,213 | $278.9M | 0.05% | −242,440−2.9% | Reduced |
| Russell Investments Group, Ltd. | 7,750,678 | $261.4M | 0.33% | −51,351−0.7% | Reduced |
| Morgan Stanley | 7,702,163 | $260.5M | 0.02% | −433,762−5.3% | Reduced |
| Royal Bank of Canada | 7,553,670 | $255.5M | 0.05% | −21,932−0.3% | Reduced |
| ARGA Investment Management, LP | 7,289,109 | $246.7M | 6.75% | +68,446+0.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,001,057 | $236.1M | 0.24% | −15,258,285−68.5% | Reduced |
| Banque Cantonale Vaudoise | 6,699,155 | $226.0M | 9.22% | −112,879−1.7% | Reduced |
| Canada Pension Plan Investment Board | 6,403,636 | $216.8M | 0.19% | +928,160+17.0% | Added |
| Citigroup Inc | 6,047,392 | $204.0M | 0.14% | +221,563+3.8% | Added |
| FIL Ltd | 5,709,666 | $193.2M | 0.17% | −3,179,535−35.8% | Reduced |
| Compagnie Lombard Odier SCmA | 5,379,193 | $181.4M | 2.39% | +689,228+14.7% | Added |
| WCM Investment Management, LLC | 5,221,697 | $174.6M | 0.40% | −82,824−1.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,443,355 | $151.4M | 0.45% | +936,502+20.8% | Added |
| M&G Plc | 4,413,062 | $150.2M | 0.83% | +640,249+17.0% | Added |
| Royal London Asset Management Ltd | 4,395,785 | $148.7M | 0.34% | −2,472,218−36.0% | Reduced |
| Northern Trust Corp | 4,304,018 | $145.6M | 0.02% | +12,355+0.3% | Added |
| DekaBank Deutsche Girozentrale | 4,269,505 | $144.1M | 0.26% | −96,917−2.2% | Reduced |
| Allianz Asset Management GmbH | 4,174,157 | $140.8M | 0.19% | +41,780+1.0% | Added |
| BlackRock, Inc. | 3,986,549 | $134.8M | 0.00% | −111,131−2.7% | Reduced |
| Aviva PLC | 3,772,790 | $127.6M | 0.26% | −7,821−0.2% | Reduced |
| AXA S.A. | 3,614,786 | $122.3M | 0.35% | −1,451,149−28.6% | Reduced |
| Ameriprise Financial Inc | 3,262,619 | $112.0M | 0.03% | +234,907+7.8% | Added |
| Natixis Advisors, L.P. | 3,011,100 | $101.8M | 0.16% | −1,339,177−30.8% | Reduced |
| LGT Group Foundation | 2,941,343 | $99.6M | 1.25% | −339,663−10.4% | Reduced |
| Great West Life Assurance Co | 2,904,401 | $98.1M | 0.16% | +689,740+31.1% | Added |
| Platinum Investment Management Ltd | 2,778,489 | $93.7M | 6.23% | −1,558,307−35.9% | Reduced |
| Bank of Montreal | 2,674,414 | $90.5M | 0.05% | +768,473+40.3% | Added |
| Public Sector Pension Investment Board | 2,644,750 | $89.2M | 0.38% | −11,895−0.4% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,580,412 | $87.3M | 0.25% | +2,580,412 | New |
| Renaissance Technologies LLC | 2,477,891 | $83.8M | 0.11% | +1,386,500+127.0% | Added |
| Moore Capital Management, LP | 2,465,661 | $83.4M | 1.67% | +1,023,375+71.0% | Added |
| Antipodes Partners Ltd | 2,432,229 | $82.0M | 2.54% | −252,060−9.4% | Reduced |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $77.8M | 1.43% | +217,000+10.4% | Added |
| Public Employees Retirement System of Ohio | 2,292,635 | $77.3M | 0.26% | −364,273−13.7% | Reduced |
| Captrust Financial Advisors | 2,137,497 | $72.3M | 0.16% | +14,256+0.7% | Added |
| Liontrust Investment Partners LLP | 2,128,894 | $71.8M | 1.03% | −615,670−22.4% | Reduced |
| Jane Street Group, LLC | 2,095,483 | $70.9M | 0.11% | +1,544,310+280.2% | Added |
| Janus Henderson Group PLC | 1,999,751 | $67.5M | 0.03% | +22,121+1.1% | Added |
| Patient Capital Management, LLC | 1,937,639 | $65.5M | 2.96% | −105,414−5.2% | Reduced |
| State of Tennessee, Treasury Department | 1,906,828 | $64.3M | 0.23% | +43,742+2.3% | Added |
| Korea Investment CORP | 1,803,655 | $60.8M | 0.14% | −507,212−21.9% | Reduced |
| J. Safra Sarasin Holding AG | 1,766,535 | $59.6M | 1.03% | −255,545−12.6% | Reduced |
| Brandes Investment Partners, LP | 1,754,446 | $59.3M | 0.54% | +180,965+11.5% | Added |
| HSBC Holdings PLC | 1,720,276 | $58.0M | 0.04% | +160,119+10.3% | Added |
| Invesco Ltd. | 1,633,951 | $55.3M | 0.01% | −354,756−17.8% | Reduced |
| Envestnet Asset Management Inc | 1,628,308 | $55.1M | 0.02% | −88,116−5.1% | Reduced |
| Qube Research & Technologies Ltd | 1,621,594 | $54.9M | 0.08% | +996,358+159.4% | Added |
| ABN AMRO Bank N.V. | 1,571,564 | $53.3M | 0.69% | +55,025+3.6% | Added |
| Generali Asset Management SPA SGR | 1,957,087 | $52.5M | 1.20% | +396,741+25.4% | Added |
| Manufacturers Life Insurance Company, The | 1,421,985 | $47.8M | 0.04% | −17,005−1.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,290,334 | $43.5M | 0.25% | +109,073+9.2% | Added |
| American Century Companies Inc | 1,248,597 | $42.2M | 0.02% | +13,582+1.1% | Added |
| TD Asset Management Inc | 1,114,841 | $37.6M | 0.03% | +32,968+3.0% | Added |
| Thrivent Financial for Lutherans | 1,061,842 | $35.8M | 0.08% | +1,045,540+6,413.6% | Added |
| Banque Pictet & Cie SA | 1,033,470 | $34.9M | 0.36% | +211,199+25.7% | Added |
| Jupiter Asset Management Ltd | 999,014 | $33.7M | 0.28% | −276,831−21.7% | Reduced |
| Crocodile Capital Partners GmbH | 995,000 | $33.7M | 56.52% | +425,000+74.6% | Added |
| Exane Asset Management | 1,038,991 | $32.7M | 12.78% | −251,444−19.5% | Reduced |
| Worldquant Millennium Advisors LLC | 878,317 | $29.7M | 0.15% | +206,127+30.7% | Added |
| Governors Lane LP | 877,822 | $29.7M | 4.06% | +179,922+25.8% | Added |
| GAM Holding AG | 859,043 | $29.0M | 2.04% | +859,043 | New |
| Wells Fargo & Company | 822,982 | $27.8M | 0.01% | +83,348+11.3% | Added |
| ASR Vermogensbeheer N.V. | 794,098 | $26.8M | 0.35% | +3,322+0.4% | Added |
| Mackenzie Financial Corp | 767,981 | $26.0M | 0.03% | −372,424−32.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 745,363 | $25.1M | 1.02% | −383,950−34.0% | Reduced |
| Channing Global Advisors, LLC | 741,861 | $25.0M | 16.15% | −3,907−0.5% | Reduced |
| Levin Capital Strategies, L.P. | 720,476 | $24.4M | 2.39% | +307,860+74.6% | Added |
| AMF Pensionsforsakring AB | 708,033 | $24.0M | 0.16% | +79,163+12.6% | Added |
| Millennium Management LLC | 705,553 | $23.9M | 0.02% | +450,725+176.9% | Added |
| Haven Global Partners, LLC | 675,824 | $22.8M | 17.88% | +91,152+15.6% | Added |
| Edmond de Rothschild Holding S.A. | 674,660 | $22.7M | 0.36% | +149,157+28.4% | Added |
| Franklin Resources Inc | 637,302 | $21.6M | 0.01% | −1,578,028−71.2% | Reduced |
| Great Lakes Advisors, LLC | 627,657 | $21.2M | 0.18% | +553,538+746.8% | Added |
| Systrade AG | 625,000 | $20.9M | 23.91% | +30,000+5.0% | Added |
| Zurich Insurance Group Ltd | 564,070 | $19.0M | 0.15% | −244,412−30.2% | Reduced |
| Stifel Financial Corp | 547,729 | $18.5M | 0.02% | +10,194+1.9% | Added |