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 |
|---|---|---|---|---|---|
| Viking Global Investors LPSuperinvestorViking Global Investors | 13,096,560 | $534.9M | 1.39% | +10,516,148+407.5% | Added |
| Vontobel Holding Ltd. | 13,835,545 | $565.0M | 1.77% | +11,778+0.1% | Added |
| Acadian Asset Management LLC | 15,367,879 | $627.9M | 1.10% | +15,256,938+13,752.3% | Added |
| Bank of America Corp | 17,026,177 | $698.1M | 0.05% | +8,596,940+102.0% | Added |
| Arrowstreet Capital, Limited Partnership | 19,434,955 | $794.5M | 0.50% | +695,796+3.7% | Added |
| Amundi | 19,997,948 | $820.7M | 0.26% | −348,571−1.7% | Reduced |
| Goldman Sachs Group Inc | 20,907,270 | $857.2M | 0.12% | +2,456,351+13.3% | Added |
| Legal & General Group Plc | 23,403,367 | $956.3M | 0.21% | −1,386,131−5.6% | Reduced |
| Pzena Investment Management LLC | 29,746,473 | $967.1M | 3.13% | −1,155,919−3.7% | Reduced |
| Deutsche Bank AG | 24,860,799 | $1.02B | 0.34% | +1,910,646+8.3% | Added |
| JPMorgan Chase & Co | 34,776,844 | $1.43B | 0.09% | +3,215,721+10.2% | Added |
| Pictet Asset Management Holding SA | 35,302,882 | $1.44B | 1.39% | −432,793−1.2% | Reduced |
| Capital World Investors | 37,343,504 | $1.53B | 0.21% | +386,264+1.0% | Added |
| Dodge & Cox | 42,641,442 | $1.75B | 0.95% | −2,994,500−6.6% | Reduced |
| Cevian Capital II GP LTD | 48,117,675 | $1.97B | 57.90% | 00.0% | Unchanged |
| FMR LLC | 48,458,708 | $1.98B | 0.10% | −129,622−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,794,518 | $2.16B | 4.95% | −6,767,119−11.4% | Reduced |
| Fisher Asset Management, LLC | 61,168,437 | $2.51B | 0.91% | +2,744,348+4.7% | Added |
| Wellington Management Group LLP | 63,671,310 | $2.60B | 0.46% | +45,731,061+254.9% | Added |
| Massachusetts Financial Services Co | 77,353,590 | $3.17B | 0.98% | +13,417,945+21.0% | Added |
| UBS Group AG | 132,478,549 | $5.43B | 1.06% | +16,563,064+14.3% | Added |
| Vanguard Group Inc | 137,347,438 | $5.65B | 0.08% | +1,990,426+1.5% | Added |
| AXA S.A. | 0 | $0 | 0.00% | −3,614,786−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −999,014−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −708,033−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −527,637−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −577,949−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −151,537−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −98,175−100.0% | Sold out |
| Nekton Capital Ltd. | 0 | $0 | 0.00% | −77,510−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −86,857−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −42,234−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −37,307−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −37,132−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −41,675−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −31,511−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −31,592−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,722−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −22,622−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −17,782−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −17,389−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −13,488−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −13,036−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −12,564−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −11,803−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −11,493−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −8,790−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,573−100.0% | Sold out |
| Haven Private, LLC | 0 | $0 | 0.00% | −8,516−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,825−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −7,424−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −6,980−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −6,666−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,531−100.0% | Sold out |
| Fortress Financial Solutions, LLC | 0 | $0 | 0.00% | −6,528−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −6,051−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,653−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,919−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −2,787−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Black Diamond Capital Management, L.L.C. | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Union Savings Bank | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |