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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 298,912 | $12.3M | 0.06% | −22,683−7.1% | Reduced |
| PDT Partners, LLC | 305,288 | $12.5M | 0.79% | −900.0% | Reduced |
| Fiera Capital Corp | 315,288 | $12.9M | 0.04% | +62,403+24.7% | Added |
| Creative Planning | 323,367 | $13.3M | 0.01% | +64,257+24.8% | Added |
| Contravisory Investment Management, Inc. | 324,359 | $13.3M | 2.58% | −21,022−6.1% | Reduced |
| Prudential PLC | 331,564 | $13.5M | 0.10% | −29,093−8.1% | Reduced |
| Maryland State Retirement & Pension System | 333,884 | $13.6M | 0.29% | +31,324+10.4% | Added |
| Optiver Holding B.V. | 342,362 | $14.0M | 0.23% | +342,362 | New |
| RBF Capital, LLC | 348,859 | $14.3M | 0.66% | 00.0% | Unchanged |
| Baader Bank INC | 360,840 | $14.7M | 1.22% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 365,710 | $15.0M | 4.59% | −7,013−1.9% | Reduced |
| CIBC World Markets Inc. | 367,982 | $15.0M | 0.03% | +17,666+5.0% | Added |
| Gardner Lewis Asset Management L P | 367,625 | $15.1M | 3.95% | −1,071−0.3% | Reduced |
| Pictet North America Advisors SA | 382,355 | $15.6M | 1.46% | 00.0% | Unchanged |
| Voya Investment Management LLC | 386,143 | $15.8M | 0.02% | −121,808−24.0% | Reduced |
| Quantinno Capital Management LP | 389,099 | $16.0M | 0.04% | +89,146+29.7% | Added |
| Charles Schwab Investment Management Inc | 430,808 | $17.7M | 0.00% | +99,398+30.0% | Added |
| O'Shaughnessy Asset Management, LLC | 456,553 | $18.7M | 0.11% | +30,262+7.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 461,495 | $18.9M | 0.15% | −82,371−15.1% | Reduced |
| Baker Avenue Asset Management, LP | 498,686 | $20.4M | 0.49% | −11,296−2.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 509,746 | $20.8M | 0.32% | −164,914−24.4% | Reduced |
| USS Investment Management Ltd | 516,436 | $21.1M | 0.10% | 00.0% | Unchanged |
| Stifel Financial Corp | 548,881 | $22.5M | 0.02% | +1,152+0.2% | Added |
| Raymond James Financial Inc | 596,798 | $24.5M | 0.01% | +75,744+14.5% | Added |
| Systrade AG | 625,000 | $25.5M | 18.95% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 627,555 | $25.7M | 0.21% | −1020.0% | Reduced |
| SIH Partners, LLLP | 645,813 | $26.5M | 2.32% | +297,637+85.5% | Added |
| Zurich Insurance Group Ltd | 655,660 | $26.7M | 0.19% | +91,590+16.2% | Added |
| Wells Fargo & Company | 657,432 | $27.0M | 0.01% | −165,550−20.1% | Reduced |
| Channing Global Advisors, LLC | 673,409 | $27.5M | 19.05% | −68,452−9.2% | Reduced |
| Haven Global Partners, LLC | 679,072 | $27.7M | 19.88% | +3,248+0.5% | Added |
| Alliancebernstein L.P. | 687,911 | $28.2M | 0.01% | +146,816+27.1% | Added |
| Levin Capital Strategies, L.P. | 698,736 | $28.6M | 2.63% | −21,740−3.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 727,292 | $29.7M | 1.15% | −18,071−2.4% | Reduced |
| Exane Asset Management | 789,001 | $30.1M | 10.16% | −249,990−24.1% | Reduced |
| Mackenzie Financial Corp | 789,683 | $32.2M | 0.04% | +21,702+2.8% | Added |
| D. E. Shaw & Co., Inc. | 818,817 | $33.6M | 0.03% | +420,468+105.6% | Added |
| ASR Vermogensbeheer N.V. | 839,193 | $34.3M | 0.42% | +45,095+5.7% | Added |
| GAM Holding AG | 872,819 | $35.7M | 2.20% | +13,776+1.6% | Added |
| Worldquant Millennium Advisors LLC | 881,630 | $36.0M | 0.16% | +3,313+0.4% | Added |
| Crocodile Capital Partners GmbH | 1,010,000 | $41.4M | 33.72% | +15,000+1.5% | Added |
| Thrivent Financial for Lutherans | 1,061,215 | $43.4M | 0.09% | −627−0.1% | Reduced |
| Antipodes Partners Ltd | 1,089,854 | $44.5M | 1.00% | −1,342,375−55.2% | Reduced |
| Two Sigma Advisers, LP | 1,113,955 | $45.7M | 0.09% | +825,350+286.0% | Added |
| TD Asset Management Inc | 1,150,323 | $47.0M | 0.04% | +35,482+3.2% | Added |
| Ameriprise Financial Inc | 1,234,325 | $50.7M | 0.01% | −2,028,294−62.2% | Reduced |
| Banque Pictet & Cie SA | 1,302,988 | $53.2M | 0.53% | +269,518+26.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,336,145 | $54.6M | 0.28% | +45,811+3.6% | Added |
| Manufacturers Life Insurance Company, The | 1,418,692 | $57.8M | 0.05% | −3,293−0.2% | Reduced |
| Brandes Investment Partners, LP | 1,425,439 | $58.4M | 0.47% | −329,007−18.8% | Reduced |
| Platinum Investment Management Ltd | 1,442,578 | $59.0M | 3.81% | −1,335,911−48.1% | Reduced |
| Patient Capital Management, LLC | 1,500,849 | $61.5M | 2.46% | −436,790−22.5% | Reduced |
| Envestnet Asset Management Inc | 1,576,783 | $64.6M | 0.02% | −51,525−3.2% | Reduced |
| American Century Companies Inc | 1,585,805 | $65.0M | 0.03% | +337,208+27.0% | Added |
| Renaissance Technologies LLC | 1,603,191 | $65.7M | 0.09% | −874,700−35.3% | Reduced |
| Moore Capital Management, LP | 1,653,290 | $67.5M | 1.34% | −812,371−32.9% | Reduced |
| Credit Agricole S A | 1,651,615 | $67.7M | 0.22% | +1,651,615 | New |
| ARGA Investment Management, LP | 1,686,108 | $68.9M | 1.83% | −5,603,001−76.9% | Reduced |
| J. Safra Sarasin Holding AG | 1,714,534 | $70.1M | 1.13% | −52,001−2.9% | Reduced |
| Korea Investment CORP | 1,728,618 | $70.6M | 0.15% | −75,037−4.2% | Reduced |
| HSBC Holdings PLC | 1,734,273 | $70.8M | 0.04% | +13,997+0.8% | Added |
| Franklin Resources Inc | 1,727,240 | $71.0M | 0.02% | +1,089,938+171.0% | Added |
| ABN AMRO Bank N.V. | 1,766,328 | $71.8M | 0.71% | +194,764+12.4% | Added |
| Invesco Ltd. | 1,780,106 | $73.0M | 0.01% | +146,155+8.9% | Added |
| Generali Asset Management SPA SGR | 2,337,752 | $76.0M | 1.62% | +380,665+19.5% | Added |
| State of Tennessee, Treasury Department | 1,931,380 | $78.9M | 0.26% | +24,552+1.3% | Added |
| Janus Henderson Group PLC | 1,942,252 | $79.4M | 0.04% | −57,499−2.9% | Reduced |
| FIL Ltd | 2,129,404 | $87.0M | 0.07% | −3,580,262−62.7% | Reduced |
| Captrust Financial Advisors | 2,130,180 | $87.3M | 0.18% | −7,317−0.3% | Reduced |
| Liontrust Investment Partners LLP | 2,259,318 | $92.3M | 1.35% | +130,424+6.1% | Added |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $94.3M | 1.64% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,474,228 | $101.2M | 0.32% | +181,593+7.9% | Added |
| Public Sector Pension Investment Board | 2,742,259 | $112.0M | 0.41% | +97,509+3.7% | Added |
| Qube Research & Technologies Ltd | 2,818,856 | $115.1M | 0.16% | +1,197,262+73.8% | Added |
| Great West Life Assurance Co | 2,978,387 | $121.4M | 0.17% | +73,986+2.5% | Added |
| LGT Group Foundation | 3,244,463 | $131.4M | 1.51% | +303,120+10.3% | Added |
| Aviva PLC | 3,428,251 | $139.9M | 0.25% | −344,539−9.1% | Reduced |
| Royal London Asset Management Ltd | 3,585,113 | $147.0M | 0.32% | −810,672−18.4% | Reduced |
| Natixis Advisors, L.P. | 3,662,233 | $150.2M | 0.22% | +651,133+21.6% | Added |
| M&G Plc | 4,111,495 | $170.4M | 0.91% | −301,567−6.8% | Reduced |
| BlackRock, Inc. | 4,202,101 | $172.3M | 0.00% | +215,552+5.4% | Added |
| DekaBank Deutsche Girozentrale | 4,269,505 | $176.2M | 0.30% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 4,439,632 | $181.4M | 0.22% | +265,475+6.4% | Added |
| Northern Trust Corp | 4,449,460 | $182.4M | 0.02% | +145,442+3.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,527,451 | $185.5M | 0.52% | −915,904−16.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,102,940 | $208.3M | 0.19% | −1,898,117−27.1% | Reduced |
| Compagnie Lombard Odier SCmA | 5,223,667 | $213.4M | 2.36% | −155,526−2.9% | Reduced |
| WCM Investment Management, LLC | 5,217,681 | $215.6M | 0.45% | −4,016−0.1% | Reduced |
| Canada Pension Plan Investment Board | 5,726,162 | $233.8M | 0.16% | −677,474−10.6% | Reduced |
| Royal Bank of Canada | 6,701,770 | $274.8M | 0.05% | −851,900−11.3% | Reduced |
| Banque Cantonale Vaudoise | 6,760,992 | $276.2M | 10.35% | +61,837+0.9% | Added |
| Morgan Stanley | 7,713,775 | $316.3M | 0.02% | +11,612+0.2% | Added |
| Bank of New York Mellon Corp | 7,771,740 | $317.5M | 0.06% | −475,473−5.8% | Reduced |
| Caisse des Depots Et Consignations | 7,922,061 | $323.2M | 13.73% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,282,908 | $338.5M | 0.38% | +532,230+6.9% | Added |
| Citigroup Inc | 8,618,813 | $352.2M | 0.24% | +2,571,421+42.5% | Added |
| Ninety One UK Ltd | 8,689,535 | $355.1M | 0.77% | +8,689,535 | New |
| Bank of Montreal | 9,325,276 | $380.8M | 0.17% | +6,650,862+248.7% | Added |
| AXA Investment Managers S.A. | 4,222,171 | $416.7M | 1.12% | +4,222,171 | New |
| Nuveen, LLC | 10,695,670 | $437.3M | 0.12% | −700,523−6.1% | Reduced |