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; 767 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.
Q2 2025 vs. Q1 2025
How the institutions holding UBS Group AG changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 589 | 10 | 599 | +20 |
| Shares | 1.42B | 1.13M | 1.32B | −91.0M (−6.4%) |
| Value | $43.1B | $34.6M | $44.5B | +$1.46B (+3.4%) |
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (73)
Institutions that held UBS Group AG at the end of Q2 2025 but not at the end of Q1 2025.
Sold out (53)
Institutions that held UBS Group AG at the end of Q1 2025 and filed for Q2 2025 without it.
Not filed for Q2 2025 yet (10)
Institutions that held UBS Group AG at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Credit Agricole S A | 785,134 | $24.0M |
| Orion Portfolio Solutions, LLC | 108,541 | $3.32M |
| Beach Investment Counsel Inc | 71,775 | $2.20M |
| Glenmede Trust Co NA | 65,573 | $2.01M |
| Schechter Investment Advisors, LLC | 33,416 | $1.02M |
| Callan Capital, LLC | 25,867 | $792.3K |
| CAPROCK Group, Inc. | 17,744 | $543.5K |
| Lindbrook Capital, LLC | 12,069 | $369.7K |
| Vista Wealth Management Group, LLC | 6,752 | $206.8K |
| Sandy Spring Bank | 2,564 | $78.5K |