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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 542,976 | $18.4M | 0.04% | +405,370+294.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 543,866 | $18.3M | 0.17% | −25,648−4.5% | Reduced |
| Alliancebernstein L.P. | 541,095 | $18.3M | 0.01% | −38,196−6.6% | Reduced |
| Mangrove Partners | 527,637 | $17.8M | 1.92% | 00.0% | Unchanged |
| Sienna Gestion | 577,949 | $17.8M | 1.22% | +577,949 | New |
| Raymond James Financial Inc | 521,054 | $17.6M | 0.01% | −272,431−34.3% | Reduced |
| USS Investment Management Ltd | 516,436 | $17.5M | 0.11% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 509,982 | $17.2M | 0.49% | −2,501−0.5% | Reduced |
| Voya Investment Management LLC | 507,951 | $17.1M | 0.02% | −8,566−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 426,291 | $14.4M | 0.10% | −58,397−12.0% | Reduced |
| D. E. Shaw & Co., Inc. | 398,349 | $13.5M | 0.01% | +257,680+183.2% | Added |
| Pictet North America Advisors SA | 382,355 | $12.9M | 1.29% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 372,723 | $12.6M | 4.14% | −38,200−9.3% | Reduced |
| Gardner Lewis Asset Management L P | 368,696 | $12.5M | 3.11% | −2,000−0.5% | Reduced |
| Baader Bank INC | 360,840 | $12.2M | 1.05% | 00.0% | Unchanged |
| Prudential PLC | 360,657 | $12.2M | 0.07% | +61,009+20.4% | Added |
| CIBC World Markets Inc. | 350,316 | $11.9M | 0.03% | −4,650−1.3% | Reduced |
| Black Diamond Capital Management, L.L.C. | 350,000 | $11.8M | 6.90% | 00.0% | Unchanged |
| RBF Capital, LLC | 348,859 | $11.8M | 0.58% | +23,859+7.3% | Added |
| SIH Partners, LLLP | 348,176 | $11.8M | 1.12% | −3,697,367−91.4% | Reduced |
| Contravisory Investment Management, Inc. | 345,381 | $11.7M | 2.30% | −2,479−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 331,410 | $11.2M | 0.00% | +30,996+10.3% | Added |
| MetLife Investment Management | 321,595 | $10.9M | 0.06% | −19,726−5.8% | Reduced |
| PDT Partners, LLC | 305,378 | $10.3M | 0.58% | +305,378 | New |
| Maryland State Retirement & Pension System | 302,560 | $10.2M | 0.22% | −115,146−27.6% | Reduced |
| Quantinno Capital Management LP | 299,953 | $10.1M | 0.04% | +14,057+4.9% | Added |
| M&T Bank Corp | 298,111 | $10.1M | 0.03% | +17,305+6.2% | Added |
| Macquarie Group Ltd | 365,271 | $9.90M | 0.01% | +7,860+2.2% | Added |
| Two Sigma Advisers, LP | 288,605 | $9.76M | 0.02% | +271,649+1,602.1% | Added |
| Crossmark Global Holdings, Inc. | 278,366 | $9.41M | 0.15% | +8,322+3.1% | Added |
| Alberta Investment Management Corp | 267,593 | $9.06M | 0.07% | +267,593 | New |
| Value Partners Investments Inc. | 259,856 | $8.79M | 0.69% | −1,025−0.4% | Reduced |
| Creative Planning | 259,110 | $8.76M | 0.01% | −39,316−13.2% | Reduced |
| Fiera Capital Corp | 252,885 | $8.55M | 0.03% | +35,894+16.5% | Added |
| LGT Fund Management Co Ltd. | 244,036 | $8.26M | 0.72% | −97,461−28.5% | Reduced |
| Assenagon Asset Management S.A. | 217,715 | $7.34M | 0.01% | +15,042+7.4% | Added |
| Promethos Capital, LLC | 215,042 | $7.28M | 2.46% | +12,710+6.3% | Added |
| LPL Financial LLC | 215,150 | $7.28M | 0.00% | −11,096−4.9% | Reduced |
| Ensign Peak Advisors, Inc | 204,044 | $6.88M | 0.01% | −17,850−8.0% | Reduced |
| Jefferies Financial Group Inc. | 202,272 | $6.84M | 0.11% | +50,992+33.7% | Added |
| First Trust Advisors LP | 199,559 | $6.75M | 0.01% | +30.0% | Added |
| Pathstone Holdings, LLC | 190,870 | $6.45M | 0.03% | −35,644−15.7% | Reduced |
| QRG Capital Management, Inc. | 188,021 | $6.36M | 0.06% | −19,329−9.3% | Reduced |
| Neuberger Berman Group LLC | 181,910 | $6.14M | 0.00% | +23,627+14.9% | Added |
| JustInvest LLC | 181,097 | $6.13M | 0.07% | −10,180−5.3% | Reduced |
| Mariner, LLC | 181,030 | $6.12M | 0.01% | +4,483+2.5% | Added |
| Cerity Partners LLC | 167,275 | $5.66M | 0.01% | −5,761−3.3% | Reduced |
| 111 Capital | 160,693 | $5.44M | 0.94% | +117,534+272.3% | Added |
| DJE Kapital AG | 162,371 | $5.40M | 0.13% | −290,646−64.2% | Reduced |
| RPg Family Wealth Advisory, LLC | 155,348 | $5.25M | 1.40% | −126,682−44.9% | Reduced |
| Permanens Capital L.P. | 151,596 | $5.13M | 0.70% | +20,899+16.0% | Added |
| Trexquant Investment LP | 151,537 | $5.12M | 0.06% | +151,537 | New |
| Ingalls & Snyder LLC | 150,061 | $5.08M | 0.18% | +150,061 | New |
| Credit Industriel Et Commercial | 147,378 | $4.95M | 0.79% | +6,245+4.4% | Added |
| SEI Investments Co | 145,847 | $4.93M | 0.01% | −78,129−34.9% | Reduced |
| Ritholtz Wealth Management | 144,231 | $4.88M | 0.11% | −37,059−20.4% | Reduced |
| AQR Capital Management LLC | 139,033 | $4.70M | 0.00% | +76,121+121.0% | Added |
| Helios Capital Management Pte. Ltd | 136,000 | $4.60M | 3.54% | +24,000+21.4% | Added |
| Inspire Trust Co, N.A. | 135,000 | $4.57M | 0.94% | +22,000+19.5% | Added |
| Clearbridge Investments, LLC | 134,991 | $4.57M | 0.00% | −10,058−6.9% | Reduced |
| Timber Creek Capital Management LLC | 117,084 | $4.40M | 1.12% | −570.0% | Reduced |
| Wetherby Asset Management Inc | 129,469 | $4.38M | 0.19% | +129,469 | New |
| Kestra Advisory Services, LLC | 129,280 | $4.37M | 0.02% | −16,100−11.1% | Reduced |
| The PNC Financial Services Group, Inc. | 127,614 | $4.32M | 0.00% | +7,688+6.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 121,067 | $4.22M | 0.01% | −3,328−2.7% | Reduced |
| Vident Advisory, LLC | 121,820 | $4.12M | 0.05% | −2,573−2.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 119,894 | $4.06M | 0.26% | +119,894 | New |
| Groupe la Francaise | 119,479 | $4.03M | 0.07% | +33,826+39.5% | Added |
| HighTower Advisors, LLC | 117,435 | $3.97M | 0.00% | −739−0.6% | Reduced |
| Groupama Asset Managment | 145,805 | $3.90M | 0.06% | −3,629−2.4% | Reduced |
| Acadian Asset Management LLC | 110,941 | $3.74M | 0.01% | −416,728−79.0% | Reduced |
| Mirabella Financial Services LLP | 109,430 | $3.70M | 0.39% | +109,430 | New |
| Quadrant Capital Group LLC | 106,855 | $3.61M | 0.13% | −11,446−9.7% | Reduced |
| Metis Global Partners, LLC | 106,313 | $3.60M | 0.09% | +7,833+8.0% | Added |
| Mitchell Capital Management Co | 96,483 | $3.48M | 0.65% | −13,862−12.6% | Reduced |
| Oddo BHF Asset Management SAS | 127,785 | $3.43M | 0.13% | +109,785+609.9% | Added |
| Group One Trading, L.P. | 99,375 | $3.36M | 0.11% | +15,986+19.2% | Added |
| Mercer Global Advisors Inc | 98,308 | $3.32M | 0.01% | −8,176−7.7% | Reduced |
| Nebula Research & Development LLC | 98,175 | $3.32M | 0.28% | +35,075+55.6% | Added |
| MML Investors Services, LLC | 97,960 | $3.31M | 0.01% | −4,743−4.6% | Reduced |
| US Bancorp | 96,411 | $3.26M | 0.00% | −9,396−8.9% | Reduced |
| Brinker Capital Investments, LLC | 95,852 | $3.24M | 0.03% | −12,689−11.7% | Reduced |
| CI Private Wealth, LLC | 95,681 | $3.24M | 0.00% | +21,829+29.6% | Added |
| NatWest Group plc | 92,787 | $3.14M | 0.93% | −108,222−53.8% | Reduced |
| Cloverfields Capital Group, LP | 88,192 | $2.98M | 0.89% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 86,756 | $2.93M | 0.16% | −1,810−2.0% | Reduced |
| Independent Advisor Alliance | 86,721 | $2.93M | 0.08% | +836+1.0% | Added |
| Ossiam | 84,740 | $2.86M | 0.03% | +2,171+2.6% | Added |
| Plato Investment Management Ltd | 84,458 | $2.84M | 0.21% | +1,275+1.5% | Added |
| Legacy Wealth Asset Management, LLC | 83,370 | $2.82M | 0.72% | +23,356+38.9% | Added |
| Nekton Capital Ltd. | 77,510 | $2.62M | 5.32% | +77,510 | New |
| TrueMark Investments, LLC | 75,686 | $2.56M | 0.55% | +11,730+18.3% | Added |
| Equitable Trust Co | 75,285 | $2.55M | 0.13% | +1,136+1.5% | Added |
| Hantz Financial Services, Inc. | 75,232 | $2.54M | 0.04% | −648−0.9% | Reduced |
| Alaethes Wealth LLC | 75,126 | $2.54M | 0.76% | +2,305+3.2% | Added |
| Signaturefd, LLC | 72,966 | $2.47M | 0.04% | −4,824−6.2% | Reduced |
| National Bank of Canada | 70,869 | $2.46M | 0.00% | −56,710−44.5% | Reduced |
| Altman Advisors, Inc. | 71,825 | $2.43M | 0.99% | +2,043+2.9% | Added |
| Stamos Capital Partners, L.P. | 70,464 | $2.38M | 0.43% | +24,824+54.4% | Added |
| Andra AP-fonden | 86,857 | $2.33M | 0.03% | 00.0% | Unchanged |