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 |
|---|---|---|---|---|---|
| Zurich Insurance Group Ltd | 564,070 | $19.0M | 0.15% | −244,412−30.2% | Reduced |
| Systrade AG | 625,000 | $20.9M | 23.91% | +30,000+5.0% | Added |
| Great Lakes Advisors, LLC | 627,657 | $21.2M | 0.18% | +553,538+746.8% | Added |
| Franklin Resources Inc | 637,302 | $21.6M | 0.01% | −1,578,028−71.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 674,660 | $22.7M | 0.36% | +149,157+28.4% | Added |
| Haven Global Partners, LLC | 675,824 | $22.8M | 17.88% | +91,152+15.6% | Added |
| Millennium Management LLC | 705,553 | $23.9M | 0.02% | +450,725+176.9% | Added |
| AMF Pensionsforsakring AB | 708,033 | $24.0M | 0.16% | +79,163+12.6% | Added |
| Levin Capital Strategies, L.P. | 720,476 | $24.4M | 2.39% | +307,860+74.6% | Added |
| Channing Global Advisors, LLC | 741,861 | $25.0M | 16.15% | −3,907−0.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 745,363 | $25.1M | 1.02% | −383,950−34.0% | Reduced |
| Mackenzie Financial Corp | 767,981 | $26.0M | 0.03% | −372,424−32.7% | Reduced |
| ASR Vermogensbeheer N.V. | 794,098 | $26.8M | 0.35% | +3,322+0.4% | Added |
| Wells Fargo & Company | 822,982 | $27.8M | 0.01% | +83,348+11.3% | Added |
| GAM Holding AG | 859,043 | $29.0M | 2.04% | +859,043 | New |
| Governors Lane LP | 877,822 | $29.7M | 4.06% | +179,922+25.8% | Added |
| Worldquant Millennium Advisors LLC | 878,317 | $29.7M | 0.15% | +206,127+30.7% | Added |
| Exane Asset Management | 1,038,991 | $32.7M | 12.78% | −251,444−19.5% | Reduced |
| Crocodile Capital Partners GmbH | 995,000 | $33.7M | 56.52% | +425,000+74.6% | Added |
| Jupiter Asset Management Ltd | 999,014 | $33.7M | 0.28% | −276,831−21.7% | Reduced |
| Banque Pictet & Cie SA | 1,033,470 | $34.9M | 0.36% | +211,199+25.7% | Added |
| Thrivent Financial for Lutherans | 1,061,842 | $35.8M | 0.08% | +1,045,540+6,413.6% | Added |
| TD Asset Management Inc | 1,114,841 | $37.6M | 0.03% | +32,968+3.0% | Added |
| American Century Companies Inc | 1,248,597 | $42.2M | 0.02% | +13,582+1.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,290,334 | $43.5M | 0.25% | +109,073+9.2% | Added |
| Manufacturers Life Insurance Company, The | 1,421,985 | $47.8M | 0.04% | −17,005−1.2% | Reduced |
| Generali Asset Management SPA SGR | 1,957,087 | $52.5M | 1.20% | +396,741+25.4% | Added |
| ABN AMRO Bank N.V. | 1,571,564 | $53.3M | 0.69% | +55,025+3.6% | Added |
| Qube Research & Technologies Ltd | 1,621,594 | $54.9M | 0.08% | +996,358+159.4% | Added |
| Envestnet Asset Management Inc | 1,628,308 | $55.1M | 0.02% | −88,116−5.1% | Reduced |
| Invesco Ltd. | 1,633,951 | $55.3M | 0.01% | −354,756−17.8% | Reduced |
| HSBC Holdings PLC | 1,720,276 | $58.0M | 0.04% | +160,119+10.3% | Added |
| Brandes Investment Partners, LP | 1,754,446 | $59.3M | 0.54% | +180,965+11.5% | Added |
| J. Safra Sarasin Holding AG | 1,766,535 | $59.6M | 1.03% | −255,545−12.6% | Reduced |
| Korea Investment CORP | 1,803,655 | $60.8M | 0.14% | −507,212−21.9% | Reduced |
| State of Tennessee, Treasury Department | 1,906,828 | $64.3M | 0.23% | +43,742+2.3% | Added |
| Patient Capital Management, LLC | 1,937,639 | $65.5M | 2.96% | −105,414−5.2% | Reduced |
| Janus Henderson Group PLC | 1,999,751 | $67.5M | 0.03% | +22,121+1.1% | Added |
| Jane Street Group, LLC | 2,095,483 | $70.9M | 0.11% | +1,544,310+280.2% | Added |
| Liontrust Investment Partners LLP | 2,128,894 | $71.8M | 1.03% | −615,670−22.4% | Reduced |
| Captrust Financial Advisors | 2,137,497 | $72.3M | 0.16% | +14,256+0.7% | Added |
| Public Employees Retirement System of Ohio | 2,292,635 | $77.3M | 0.26% | −364,273−13.7% | Reduced |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $77.8M | 1.43% | +217,000+10.4% | Added |
| Antipodes Partners Ltd | 2,432,229 | $82.0M | 2.54% | −252,060−9.4% | Reduced |
| Moore Capital Management, LP | 2,465,661 | $83.4M | 1.67% | +1,023,375+71.0% | Added |
| Renaissance Technologies LLC | 2,477,891 | $83.8M | 0.11% | +1,386,500+127.0% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,580,412 | $87.3M | 0.25% | +2,580,412 | New |
| Public Sector Pension Investment Board | 2,644,750 | $89.2M | 0.38% | −11,895−0.4% | Reduced |
| Bank of Montreal | 2,674,414 | $90.5M | 0.05% | +768,473+40.3% | Added |
| Platinum Investment Management Ltd | 2,778,489 | $93.7M | 6.23% | −1,558,307−35.9% | Reduced |
| Great West Life Assurance Co | 2,904,401 | $98.1M | 0.16% | +689,740+31.1% | Added |
| LGT Group Foundation | 2,941,343 | $99.6M | 1.25% | −339,663−10.4% | Reduced |
| Natixis Advisors, L.P. | 3,011,100 | $101.8M | 0.16% | −1,339,177−30.8% | Reduced |
| Ameriprise Financial Inc | 3,262,619 | $112.0M | 0.03% | +234,907+7.8% | Added |
| AXA S.A. | 3,614,786 | $122.3M | 0.35% | −1,451,149−28.6% | Reduced |
| Aviva PLC | 3,772,790 | $127.6M | 0.26% | −7,821−0.2% | Reduced |
| BlackRock, Inc. | 3,986,549 | $134.8M | 0.00% | −111,131−2.7% | Reduced |
| Allianz Asset Management GmbH | 4,174,157 | $140.8M | 0.19% | +41,780+1.0% | Added |
| DekaBank Deutsche Girozentrale | 4,269,505 | $144.1M | 0.26% | −96,917−2.2% | Reduced |
| Northern Trust Corp | 4,304,018 | $145.6M | 0.02% | +12,355+0.3% | Added |
| Royal London Asset Management Ltd | 4,395,785 | $148.7M | 0.34% | −2,472,218−36.0% | Reduced |
| M&G Plc | 4,413,062 | $150.2M | 0.83% | +640,249+17.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,443,355 | $151.4M | 0.45% | +936,502+20.8% | Added |
| WCM Investment Management, LLC | 5,221,697 | $174.6M | 0.40% | −82,824−1.6% | Reduced |
| Compagnie Lombard Odier SCmA | 5,379,193 | $181.4M | 2.39% | +689,228+14.7% | Added |
| FIL Ltd | 5,709,666 | $193.2M | 0.17% | −3,179,535−35.8% | Reduced |
| Citigroup Inc | 6,047,392 | $204.0M | 0.14% | +221,563+3.8% | Added |
| Canada Pension Plan Investment Board | 6,403,636 | $216.8M | 0.19% | +928,160+17.0% | Added |
| Banque Cantonale Vaudoise | 6,699,155 | $226.0M | 9.22% | −112,879−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,001,057 | $236.1M | 0.24% | −15,258,285−68.5% | Reduced |
| ARGA Investment Management, LP | 7,289,109 | $246.7M | 6.75% | +68,446+0.9% | Added |
| Royal Bank of Canada | 7,553,670 | $255.5M | 0.05% | −21,932−0.3% | Reduced |
| Morgan Stanley | 7,702,163 | $260.5M | 0.02% | −433,762−5.3% | Reduced |
| Russell Investments Group, Ltd. | 7,750,678 | $261.4M | 0.33% | −51,351−0.7% | Reduced |
| Bank of New York Mellon Corp | 8,247,213 | $278.9M | 0.05% | −242,440−2.9% | Reduced |
| Bank of America Corp | 8,429,237 | $285.1M | 0.02% | −358,077−4.1% | Reduced |
| Caisse des Depots Et Consignations | 7,922,061 | $287.0M | 12.02% | 00.0% | Unchanged |
| Nuveen, LLC | 11,396,193 | $384.6M | 0.11% | −48,926−0.4% | Reduced |
| Vontobel Holding Ltd. | 13,823,767 | $468.0M | 1.54% | −3,322,417−19.4% | Reduced |
| Wellington Management Group LLP | 17,940,249 | $605.1M | 0.11% | +5,779,346+47.5% | Added |
| Goldman Sachs Group Inc | 18,450,919 | $624.0M | 0.10% | +2,693,720+17.1% | Added |
| Arrowstreet Capital, Limited Partnership | 18,739,159 | $634.2M | 0.45% | +1,177,438+6.7% | Added |
| Amundi | 20,346,519 | $707.4M | 0.24% | +3,125,744+18.2% | Added |
| Deutsche Bank AG | 22,950,153 | $776.2M | 0.29% | −8,400,758−26.8% | Reduced |
| Pzena Investment Management LLC | 30,902,392 | $829.7M | 2.70% | +1,551,567+5.3% | Added |
| Legal & General Group Plc | 24,789,498 | $836.2M | 0.21% | −2,380,200−8.8% | Reduced |
| JPMorgan Chase & Co | 31,561,123 | $1.07B | 0.07% | −1,108,874−3.4% | Reduced |
| Pictet Asset Management Holding SA | 35,735,675 | $1.21B | 1.23% | +306,867+0.9% | Added |
| Capital World Investors | 36,957,240 | $1.25B | 0.18% | −843,414−2.2% | Reduced |
| Dodge & Cox | 45,635,942 | $1.54B | 0.87% | −26,972,850−37.1% | Reduced |
| Cevian Capital II GP LTD | 48,117,675 | $1.63B | 57.40% | +4,330,274+9.9% | Added |
| FMR LLC | 48,588,330 | $1.64B | 0.09% | −22,364,232−31.5% | Reduced |
| Fisher Asset Management, LLC | 58,424,089 | $1.98B | 0.78% | +8,448,219+16.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,561,637 | $2.01B | 4.91% | +3,975,405+7.2% | Added |
| Massachusetts Financial Services Co | 63,935,645 | $2.16B | 0.69% | −10,485,383−14.1% | Reduced |
| UBS Asset Management Americas Inc | 70,666,454 | $2.39B | 0.48% | −4,226,975−5.6% | Reduced |
| UBS Group AG | 115,915,485 | $3.92B | 0.82% | −31,355,557−21.3% | Reduced |
| Vanguard Group Inc | 135,357,012 | $4.60B | 0.07% | +3,907,669+3.0% | Added |
| Norges Bank | 144,091,392 | $4.88B | 0.61% | +4,204,430+3.0% | Added |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −408,401−100.0% | Sold out |