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, Q3 2025
Institutional positions in UBS Group AG as of Sep 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
- 622
- +31 vs. Q2 2025
- Shares held
- 1.22B
- +39.0M (+3.3%) vs. Q2 2025
- Total value
- $49.8B
- +$10.2B (+25.7%) vs. Q2 2025
- New holders
- 89
- 241 more added
- Sold out
- 58
- 193 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 137,347,438 | $5.65B | 0.08% | +1,990,426+1.5% | Added |
| UBS Group AG | 132,478,549 | $5.43B | 1.06% | +16,563,064+14.3% | Added |
| Massachusetts Financial Services Co | 77,353,590 | $3.17B | 0.98% | +13,417,945+21.0% | Added |
| Wellington Management Group LLP | 63,671,310 | $2.60B | 0.46% | +45,731,061+254.9% | Added |
| Fisher Asset Management, LLC | 61,168,437 | $2.51B | 0.91% | +2,744,348+4.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,794,518 | $2.16B | 4.95% | −6,767,119−11.4% | Reduced |
| FMR LLC | 48,458,708 | $1.98B | 0.10% | −129,622−0.3% | Reduced |
| Cevian Capital II GP LTD | 48,117,675 | $1.97B | 57.90% | 00.0% | Unchanged |
| Dodge & Cox | 42,641,442 | $1.75B | 0.95% | −2,994,500−6.6% | Reduced |
| Capital World Investors | 37,343,504 | $1.53B | 0.21% | +386,264+1.0% | Added |
| Pictet Asset Management Holding SA | 35,302,882 | $1.44B | 1.39% | −432,793−1.2% | Reduced |
| JPMorgan Chase & Co | 34,776,844 | $1.43B | 0.09% | +3,215,721+10.2% | Added |
| Deutsche Bank AG | 24,860,799 | $1.02B | 0.34% | +1,910,646+8.3% | Added |
| Pzena Investment Management LLC | 29,746,473 | $967.1M | 3.13% | −1,155,919−3.7% | Reduced |
| Legal & General Group Plc | 23,403,367 | $956.3M | 0.21% | −1,386,131−5.6% | Reduced |
| Goldman Sachs Group Inc | 20,907,270 | $857.2M | 0.12% | +2,456,351+13.3% | Added |
| Amundi | 19,997,948 | $820.7M | 0.26% | −348,571−1.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 19,434,955 | $794.5M | 0.50% | +695,796+3.7% | Added |
| Bank of America Corp | 17,026,177 | $698.1M | 0.05% | +8,596,940+102.0% | Added |
| Acadian Asset Management LLC | 15,367,879 | $627.9M | 1.10% | +15,256,938+13,752.3% | Added |
| Vontobel Holding Ltd. | 13,835,545 | $565.0M | 1.77% | +11,778+0.1% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 13,096,560 | $534.9M | 1.39% | +10,516,148+407.5% | Added |
| Nuveen, LLC | 10,695,670 | $437.3M | 0.12% | −700,523−6.1% | Reduced |
| AXA Investment Managers S.A. | 4,222,171 | $416.7M | 1.12% | +4,222,171 | New |
| Bank of Montreal | 9,325,276 | $380.8M | 0.17% | +6,650,862+248.7% | Added |
| Ninety One UK Ltd | 8,689,535 | $355.1M | 0.77% | +8,689,535 | New |
| Citigroup Inc | 8,618,813 | $352.2M | 0.24% | +2,571,421+42.5% | Added |
| Russell Investments Group, Ltd. | 8,282,908 | $338.5M | 0.38% | +532,230+6.9% | Added |
| Caisse des Depots Et Consignations | 7,922,061 | $323.2M | 13.73% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 7,771,740 | $317.5M | 0.06% | −475,473−5.8% | Reduced |
| Morgan Stanley | 7,713,775 | $316.3M | 0.02% | +11,612+0.2% | Added |
| Banque Cantonale Vaudoise | 6,760,992 | $276.2M | 10.35% | +61,837+0.9% | Added |
| Royal Bank of Canada | 6,701,770 | $274.8M | 0.05% | −851,900−11.3% | Reduced |
| Canada Pension Plan Investment Board | 5,726,162 | $233.8M | 0.16% | −677,474−10.6% | Reduced |
| WCM Investment Management, LLC | 5,217,681 | $215.6M | 0.45% | −4,016−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 5,223,667 | $213.4M | 2.36% | −155,526−2.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,102,940 | $208.3M | 0.19% | −1,898,117−27.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,527,451 | $185.5M | 0.52% | −915,904−16.8% | Reduced |
| Northern Trust Corp | 4,449,460 | $182.4M | 0.02% | +145,442+3.4% | Added |
| Allianz Asset Management GmbH | 4,439,632 | $181.4M | 0.22% | +265,475+6.4% | Added |
| DekaBank Deutsche Girozentrale | 4,269,505 | $176.2M | 0.30% | 00.0% | Unchanged |
| BlackRock, Inc. | 4,202,101 | $172.3M | 0.00% | +215,552+5.4% | Added |
| M&G Plc | 4,111,495 | $170.4M | 0.91% | −301,567−6.8% | Reduced |
| Natixis Advisors, L.P. | 3,662,233 | $150.2M | 0.22% | +651,133+21.6% | Added |
| Royal London Asset Management Ltd | 3,585,113 | $147.0M | 0.32% | −810,672−18.4% | Reduced |
| Aviva PLC | 3,428,251 | $139.9M | 0.25% | −344,539−9.1% | Reduced |
| LGT Group Foundation | 3,244,463 | $131.4M | 1.51% | +303,120+10.3% | Added |
| Great West Life Assurance Co | 2,978,387 | $121.4M | 0.17% | +73,986+2.5% | Added |
| Qube Research & Technologies Ltd | 2,818,856 | $115.1M | 0.16% | +1,197,262+73.8% | Added |
| Public Sector Pension Investment Board | 2,742,259 | $112.0M | 0.41% | +97,509+3.7% | Added |
| Public Employees Retirement System of Ohio | 2,474,228 | $101.2M | 0.32% | +181,593+7.9% | Added |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $94.3M | 1.64% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 2,259,318 | $92.3M | 1.35% | +130,424+6.1% | Added |
| Captrust Financial Advisors | 2,130,180 | $87.3M | 0.18% | −7,317−0.3% | Reduced |
| FIL Ltd | 2,129,404 | $87.0M | 0.07% | −3,580,262−62.7% | Reduced |
| Janus Henderson Group PLC | 1,942,252 | $79.4M | 0.04% | −57,499−2.9% | Reduced |
| State of Tennessee, Treasury Department | 1,931,380 | $78.9M | 0.26% | +24,552+1.3% | Added |
| Generali Asset Management SPA SGR | 2,337,752 | $76.0M | 1.62% | +380,665+19.5% | Added |
| Invesco Ltd. | 1,780,106 | $73.0M | 0.01% | +146,155+8.9% | Added |
| ABN AMRO Bank N.V. | 1,766,328 | $71.8M | 0.71% | +194,764+12.4% | Added |
| Franklin Resources Inc | 1,727,240 | $71.0M | 0.02% | +1,089,938+171.0% | Added |
| HSBC Holdings PLC | 1,734,273 | $70.8M | 0.04% | +13,997+0.8% | Added |
| Korea Investment CORP | 1,728,618 | $70.6M | 0.15% | −75,037−4.2% | Reduced |
| J. Safra Sarasin Holding AG | 1,714,534 | $70.1M | 1.13% | −52,001−2.9% | Reduced |
| ARGA Investment Management, LP | 1,686,108 | $68.9M | 1.83% | −5,603,001−76.9% | Reduced |
| Credit Agricole S A | 1,651,615 | $67.7M | 0.22% | +1,651,615 | New |
| Moore Capital Management, LP | 1,653,290 | $67.5M | 1.34% | −812,371−32.9% | Reduced |
| Renaissance Technologies LLC | 1,603,191 | $65.7M | 0.09% | −874,700−35.3% | Reduced |
| American Century Companies Inc | 1,585,805 | $65.0M | 0.03% | +337,208+27.0% | Added |
| Envestnet Asset Management Inc | 1,576,783 | $64.6M | 0.02% | −51,525−3.2% | Reduced |
| Patient Capital Management, LLC | 1,500,849 | $61.5M | 2.46% | −436,790−22.5% | Reduced |
| Platinum Investment Management Ltd | 1,442,578 | $59.0M | 3.81% | −1,335,911−48.1% | Reduced |
| Brandes Investment Partners, LP | 1,425,439 | $58.4M | 0.47% | −329,007−18.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,418,692 | $57.8M | 0.05% | −3,293−0.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,336,145 | $54.6M | 0.28% | +45,811+3.6% | Added |
| Banque Pictet & Cie SA | 1,302,988 | $53.2M | 0.53% | +269,518+26.1% | Added |
| Ameriprise Financial Inc | 1,234,325 | $50.7M | 0.01% | −2,028,294−62.2% | Reduced |
| TD Asset Management Inc | 1,150,323 | $47.0M | 0.04% | +35,482+3.2% | Added |
| Two Sigma Advisers, LP | 1,113,955 | $45.7M | 0.09% | +825,350+286.0% | Added |
| Antipodes Partners Ltd | 1,089,854 | $44.5M | 1.00% | −1,342,375−55.2% | Reduced |
| Thrivent Financial for Lutherans | 1,061,215 | $43.4M | 0.09% | −627−0.1% | Reduced |
| Crocodile Capital Partners GmbH | 1,010,000 | $41.4M | 33.72% | +15,000+1.5% | Added |
| Worldquant Millennium Advisors LLC | 881,630 | $36.0M | 0.16% | +3,313+0.4% | Added |
| GAM Holding AG | 872,819 | $35.7M | 2.20% | +13,776+1.6% | Added |
| ASR Vermogensbeheer N.V. | 839,193 | $34.3M | 0.42% | +45,095+5.7% | Added |
| D. E. Shaw & Co., Inc. | 818,817 | $33.6M | 0.03% | +420,468+105.6% | Added |
| Mackenzie Financial Corp | 789,683 | $32.2M | 0.04% | +21,702+2.8% | Added |
| Exane Asset Management | 789,001 | $30.1M | 10.16% | −249,990−24.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 727,292 | $29.7M | 1.15% | −18,071−2.4% | Reduced |
| Levin Capital Strategies, L.P. | 698,736 | $28.6M | 2.63% | −21,740−3.0% | Reduced |
| Alliancebernstein L.P. | 687,911 | $28.2M | 0.01% | +146,816+27.1% | Added |
| Haven Global Partners, LLC | 679,072 | $27.7M | 19.88% | +3,248+0.5% | Added |
| Channing Global Advisors, LLC | 673,409 | $27.5M | 19.05% | −68,452−9.2% | Reduced |
| Wells Fargo & Company | 657,432 | $27.0M | 0.01% | −165,550−20.1% | Reduced |
| Zurich Insurance Group Ltd | 655,660 | $26.7M | 0.19% | +91,590+16.2% | Added |
| SIH Partners, LLLP | 645,813 | $26.5M | 2.32% | +297,637+85.5% | Added |
| Great Lakes Advisors, LLC | 627,555 | $25.7M | 0.21% | −1020.0% | Reduced |
| Systrade AG | 625,000 | $25.5M | 18.95% | 00.0% | Unchanged |
| Raymond James Financial Inc | 596,798 | $24.5M | 0.01% | +75,744+14.5% | Added |
| Stifel Financial Corp | 548,881 | $22.5M | 0.02% | +1,152+0.2% | Added |