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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 70,464 | $2.38M | 0.43% | +24,824+54.4% | Added |
| Altman Advisors, Inc. | 71,825 | $2.43M | 0.99% | +2,043+2.9% | Added |
| National Bank of Canada | 70,869 | $2.46M | 0.00% | −56,710−44.5% | Reduced |
| Signaturefd, LLC | 72,966 | $2.47M | 0.04% | −4,824−6.2% | Reduced |
| Alaethes Wealth LLC | 75,126 | $2.54M | 0.76% | +2,305+3.2% | Added |
| Hantz Financial Services, Inc. | 75,232 | $2.54M | 0.04% | −648−0.9% | Reduced |
| Equitable Trust Co | 75,285 | $2.55M | 0.13% | +1,136+1.5% | Added |
| TrueMark Investments, LLC | 75,686 | $2.56M | 0.55% | +11,730+18.3% | Added |
| Nekton Capital Ltd. | 77,510 | $2.62M | 5.32% | +77,510 | New |
| Legacy Wealth Asset Management, LLC | 83,370 | $2.82M | 0.72% | +23,356+38.9% | Added |
| Plato Investment Management Ltd | 84,458 | $2.84M | 0.21% | +1,275+1.5% | Added |
| Ossiam | 84,740 | $2.86M | 0.03% | +2,171+2.6% | Added |
| Independent Advisor Alliance | 86,721 | $2.93M | 0.08% | +836+1.0% | Added |
| Highland Capital Management, LLC | 86,756 | $2.93M | 0.16% | −1,810−2.0% | Reduced |
| Cloverfields Capital Group, LP | 88,192 | $2.98M | 0.89% | 00.0% | Unchanged |
| NatWest Group plc | 92,787 | $3.14M | 0.93% | −108,222−53.8% | Reduced |
| CI Private Wealth, LLC | 95,681 | $3.24M | 0.00% | +21,829+29.6% | Added |
| Brinker Capital Investments, LLC | 95,852 | $3.24M | 0.03% | −12,689−11.7% | Reduced |
| US Bancorp | 96,411 | $3.26M | 0.00% | −9,396−8.9% | Reduced |
| MML Investors Services, LLC | 97,960 | $3.31M | 0.01% | −4,743−4.6% | Reduced |
| Nebula Research & Development LLC | 98,175 | $3.32M | 0.28% | +35,075+55.6% | Added |
| Mercer Global Advisors Inc | 98,308 | $3.32M | 0.01% | −8,176−7.7% | Reduced |
| Group One Trading, L.P. | 99,375 | $3.36M | 0.11% | +15,986+19.2% | Added |
| Oddo BHF Asset Management SAS | 127,785 | $3.43M | 0.13% | +109,785+609.9% | Added |
| Mitchell Capital Management Co | 96,483 | $3.48M | 0.65% | −13,862−12.6% | Reduced |
| Metis Global Partners, LLC | 106,313 | $3.60M | 0.09% | +7,833+8.0% | Added |
| Quadrant Capital Group LLC | 106,855 | $3.61M | 0.13% | −11,446−9.7% | Reduced |
| Mirabella Financial Services LLP | 109,430 | $3.70M | 0.39% | +109,430 | New |
| Acadian Asset Management LLC | 110,941 | $3.74M | 0.01% | −416,728−79.0% | Reduced |
| Groupama Asset Managment | 145,805 | $3.90M | 0.06% | −3,629−2.4% | Reduced |
| HighTower Advisors, LLC | 117,435 | $3.97M | 0.00% | −739−0.6% | Reduced |
| Groupe la Francaise | 119,479 | $4.03M | 0.07% | +33,826+39.5% | Added |
| Campbell & CO Investment Adviser LLC | 119,894 | $4.06M | 0.26% | +119,894 | New |
| Vident Advisory, LLC | 121,820 | $4.12M | 0.05% | −2,573−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 121,067 | $4.22M | 0.01% | −3,328−2.7% | Reduced |
| The PNC Financial Services Group, Inc. | 127,614 | $4.32M | 0.00% | +7,688+6.4% | Added |
| Kestra Advisory Services, LLC | 129,280 | $4.37M | 0.02% | −16,100−11.1% | Reduced |
| Wetherby Asset Management Inc | 129,469 | $4.38M | 0.19% | +129,469 | New |
| Timber Creek Capital Management LLC | 117,084 | $4.40M | 1.12% | −570.0% | Reduced |
| Clearbridge Investments, LLC | 134,991 | $4.57M | 0.00% | −10,058−6.9% | Reduced |
| Inspire Trust Co, N.A. | 135,000 | $4.57M | 0.94% | +22,000+19.5% | Added |
| Helios Capital Management Pte. Ltd | 136,000 | $4.60M | 3.54% | +24,000+21.4% | Added |
| AQR Capital Management LLC | 139,033 | $4.70M | 0.00% | +76,121+121.0% | Added |
| Ritholtz Wealth Management | 144,231 | $4.88M | 0.11% | −37,059−20.4% | Reduced |
| SEI Investments Co | 145,847 | $4.93M | 0.01% | −78,129−34.9% | Reduced |
| Credit Industriel Et Commercial | 147,378 | $4.95M | 0.79% | +6,245+4.4% | Added |
| Ingalls & Snyder LLC | 150,061 | $5.08M | 0.18% | +150,061 | New |
| Trexquant Investment LP | 151,537 | $5.12M | 0.06% | +151,537 | New |
| Permanens Capital L.P. | 151,596 | $5.13M | 0.70% | +20,899+16.0% | Added |
| RPg Family Wealth Advisory, LLC | 155,348 | $5.25M | 1.40% | −126,682−44.9% | Reduced |
| DJE Kapital AG | 162,371 | $5.40M | 0.13% | −290,646−64.2% | Reduced |
| 111 Capital | 160,693 | $5.44M | 0.94% | +117,534+272.3% | Added |
| Cerity Partners LLC | 167,275 | $5.66M | 0.01% | −5,761−3.3% | Reduced |
| Mariner, LLC | 181,030 | $6.12M | 0.01% | +4,483+2.5% | Added |
| JustInvest LLC | 181,097 | $6.13M | 0.07% | −10,180−5.3% | Reduced |
| Neuberger Berman Group LLC | 181,910 | $6.14M | 0.00% | +23,627+14.9% | Added |
| QRG Capital Management, Inc. | 188,021 | $6.36M | 0.06% | −19,329−9.3% | Reduced |
| Pathstone Holdings, LLC | 190,870 | $6.45M | 0.03% | −35,644−15.7% | Reduced |
| First Trust Advisors LP | 199,559 | $6.75M | 0.01% | +30.0% | Added |
| Jefferies Financial Group Inc. | 202,272 | $6.84M | 0.11% | +50,992+33.7% | Added |
| Ensign Peak Advisors, Inc | 204,044 | $6.88M | 0.01% | −17,850−8.0% | Reduced |
| LPL Financial LLC | 215,150 | $7.28M | 0.00% | −11,096−4.9% | Reduced |
| Promethos Capital, LLC | 215,042 | $7.28M | 2.46% | +12,710+6.3% | Added |
| Assenagon Asset Management S.A. | 217,715 | $7.34M | 0.01% | +15,042+7.4% | Added |
| LGT Fund Management Co Ltd. | 244,036 | $8.26M | 0.72% | −97,461−28.5% | Reduced |
| Fiera Capital Corp | 252,885 | $8.55M | 0.03% | +35,894+16.5% | Added |
| Creative Planning | 259,110 | $8.76M | 0.01% | −39,316−13.2% | Reduced |
| Value Partners Investments Inc. | 259,856 | $8.79M | 0.69% | −1,025−0.4% | Reduced |
| Alberta Investment Management Corp | 267,593 | $9.06M | 0.07% | +267,593 | New |
| Crossmark Global Holdings, Inc. | 278,366 | $9.41M | 0.15% | +8,322+3.1% | Added |
| Two Sigma Advisers, LP | 288,605 | $9.76M | 0.02% | +271,649+1,602.1% | Added |
| Macquarie Group Ltd | 365,271 | $9.90M | 0.01% | +7,860+2.2% | Added |
| M&T Bank Corp | 298,111 | $10.1M | 0.03% | +17,305+6.2% | Added |
| Quantinno Capital Management LP | 299,953 | $10.1M | 0.04% | +14,057+4.9% | Added |
| Maryland State Retirement & Pension System | 302,560 | $10.2M | 0.22% | −115,146−27.6% | Reduced |
| PDT Partners, LLC | 305,378 | $10.3M | 0.58% | +305,378 | New |
| MetLife Investment Management | 321,595 | $10.9M | 0.06% | −19,726−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 331,410 | $11.2M | 0.00% | +30,996+10.3% | Added |
| Contravisory Investment Management, Inc. | 345,381 | $11.7M | 2.30% | −2,479−0.7% | Reduced |
| SIH Partners, LLLP | 348,176 | $11.8M | 1.12% | −3,697,367−91.4% | Reduced |
| RBF Capital, LLC | 348,859 | $11.8M | 0.58% | +23,859+7.3% | Added |
| Black Diamond Capital Management, L.L.C. | 350,000 | $11.8M | 6.90% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 350,316 | $11.9M | 0.03% | −4,650−1.3% | Reduced |
| Prudential PLC | 360,657 | $12.2M | 0.07% | +61,009+20.4% | Added |
| Baader Bank INC | 360,840 | $12.2M | 1.05% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 368,696 | $12.5M | 3.11% | −2,000−0.5% | Reduced |
| Henry James International Management, Inc. | 372,723 | $12.6M | 4.14% | −38,200−9.3% | Reduced |
| Pictet North America Advisors SA | 382,355 | $12.9M | 1.29% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 398,349 | $13.5M | 0.01% | +257,680+183.2% | Added |
| O'Shaughnessy Asset Management, LLC | 426,291 | $14.4M | 0.10% | −58,397−12.0% | Reduced |
| Voya Investment Management LLC | 507,951 | $17.1M | 0.02% | −8,566−1.7% | Reduced |
| Baker Avenue Asset Management, LP | 509,982 | $17.2M | 0.49% | −2,501−0.5% | Reduced |
| USS Investment Management Ltd | 516,436 | $17.5M | 0.11% | 00.0% | Unchanged |
| Raymond James Financial Inc | 521,054 | $17.6M | 0.01% | −272,431−34.3% | Reduced |
| Sienna Gestion | 577,949 | $17.8M | 1.22% | +577,949 | New |
| Mangrove Partners | 527,637 | $17.8M | 1.92% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 541,095 | $18.3M | 0.01% | −38,196−6.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 543,866 | $18.3M | 0.17% | −25,648−4.5% | Reduced |
| Point72 Asset Management, L.P. | 542,976 | $18.4M | 0.04% | +405,370+294.6% | Added |
| Stifel Financial Corp | 547,729 | $18.5M | 0.02% | +10,194+1.9% | Added |