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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 516,436 | $21.1M | 0.10% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 509,746 | $20.8M | 0.32% | −164,914−24.4% | Reduced |
| Baker Avenue Asset Management, LP | 498,686 | $20.4M | 0.49% | −11,296−2.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 461,495 | $18.9M | 0.15% | −82,371−15.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 456,553 | $18.7M | 0.11% | +30,262+7.1% | Added |
| Charles Schwab Investment Management Inc | 430,808 | $17.7M | 0.00% | +99,398+30.0% | Added |
| Quantinno Capital Management LP | 389,099 | $16.0M | 0.04% | +89,146+29.7% | Added |
| Voya Investment Management LLC | 386,143 | $15.8M | 0.02% | −121,808−24.0% | Reduced |
| Pictet North America Advisors SA | 382,355 | $15.6M | 1.46% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 367,625 | $15.1M | 3.95% | −1,071−0.3% | Reduced |
| CIBC World Markets Inc. | 367,982 | $15.0M | 0.03% | +17,666+5.0% | Added |
| Henry James International Management, Inc. | 365,710 | $15.0M | 4.59% | −7,013−1.9% | Reduced |
| Baader Bank INC | 360,840 | $14.7M | 1.22% | 00.0% | Unchanged |
| RBF Capital, LLC | 348,859 | $14.3M | 0.66% | 00.0% | Unchanged |
| Optiver Holding B.V. | 342,362 | $14.0M | 0.23% | +342,362 | New |
| Maryland State Retirement & Pension System | 333,884 | $13.6M | 0.29% | +31,324+10.4% | Added |
| Prudential PLC | 331,564 | $13.5M | 0.10% | −29,093−8.1% | Reduced |
| Contravisory Investment Management, Inc. | 324,359 | $13.3M | 2.58% | −21,022−6.1% | Reduced |
| Creative Planning | 323,367 | $13.3M | 0.01% | +64,257+24.8% | Added |
| Fiera Capital Corp | 315,288 | $12.9M | 0.04% | +62,403+24.7% | Added |
| PDT Partners, LLC | 305,288 | $12.5M | 0.79% | −900.0% | Reduced |
| MetLife Investment Management | 298,912 | $12.3M | 0.06% | −22,683−7.1% | Reduced |
| Crossmark Global Holdings, Inc. | 277,075 | $11.4M | 0.17% | −1,291−0.5% | Reduced |
| LGT Fund Management Co Ltd. | 279,100 | $11.3M | 0.91% | +35,064+14.4% | Added |
| Lazard Asset Management LLC | 265,805 | $10.9M | 0.01% | +265,805 | New |
| UBS Asset Management Americas Inc | 257,886 | $10.6M | 0.00% | −70,408,568−99.6% | Reduced |
| Jane Street Group, LLC | 254,053 | $10.4M | 0.01% | −1,841,430−87.9% | Reduced |
| LPL Financial LLC | 253,240 | $10.4M | 0.00% | +38,090+17.7% | Added |
| Assenagon Asset Management S.A. | 248,546 | $10.2M | 0.02% | +30,831+14.2% | Added |
| Value Partners Investments Inc. | 240,090 | $9.84M | 0.80% | −19,766−7.6% | Reduced |
| Promethos Capital, LLC | 262,652 | $9.83M | 2.64% | +47,610+22.1% | Added |
| Millennium Management LLC | 236,319 | $9.69M | 0.01% | −469,234−66.5% | Reduced |
| Point72 Asset Management, L.P. | 233,529 | $9.57M | 0.02% | −309,447−57.0% | Reduced |
| Mariner, LLC | 207,949 | $8.53M | 0.01% | +26,919+14.9% | Added |
| AQR Capital Management LLC | 207,876 | $8.52M | 0.01% | +68,843+49.5% | Added |
| Pathstone Holdings, LLC | 205,340 | $8.41M | 0.03% | +14,470+7.6% | Added |
| Black Diamond Capital Management I, LLLP | 200,000 | $8.20M | 5.45% | +200,000 | New |
| JustInvest LLC | 194,897 | $8.00M | 0.08% | +13,800+7.6% | Added |
| Susquehanna International Group, LLP | 191,620 | $7.86M | 0.01% | +152,746+392.9% | Added |
| Neuberger Berman Group LLC | 191,219 | $7.83M | 0.01% | +9,309+5.1% | Added |
| Tudor Investment Corp Et Al | 188,340 | $7.72M | 0.05% | +143,976+324.5% | Added |
| Intech Investment Management LLC | 183,082 | $7.48M | 0.07% | +183,082 | New |
| Ingalls & Snyder LLC | 170,069 | $6.97M | 0.23% | +20,008+13.3% | Added |
| Alberta Investment Management Corp | 169,993 | $6.94M | 0.05% | −97,600−36.5% | Reduced |
| First Trust Advisors LP | 165,551 | $6.77M | 0.01% | −34,008−17.0% | Reduced |
| Cerity Partners LLC | 164,638 | $6.75M | 0.01% | −2,637−1.6% | Reduced |
| RPg Family Wealth Advisory, LLC | 154,919 | $6.35M | 1.39% | −429−0.3% | Reduced |
| Permanens Capital L.P. | 151,917 | $6.23M | 0.93% | +321+0.2% | Added |
| QRG Capital Management, Inc. | 148,941 | $6.11M | 0.07% | −39,080−20.8% | Reduced |
| Lighthouse Investment Partners, LLC | 146,341 | $6.00M | 0.22% | +146,341 | New |
| Ritholtz Wealth Management | 145,117 | $5.95M | 0.12% | +886+0.6% | Added |
| Triasima Portfolio Management inc. | 144,965 | $5.94M | 0.90% | +144,965 | New |
| Ensign Peak Advisors, Inc | 140,094 | $5.72M | 0.01% | −63,950−31.3% | Reduced |
| M&T Bank Corp | 137,409 | $5.63M | 0.02% | −160,702−53.9% | Reduced |
| Clearbridge Investments, LLC | 136,918 | $5.61M | 0.00% | +1,927+1.4% | Added |
| Helios Capital Management Pte. Ltd | 136,000 | $5.55M | 3.76% | 00.0% | Unchanged |
| DJE Kapital AG | 162,371 | $5.40M | 0.13% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 130,216 | $5.34M | 0.22% | +747+0.6% | Added |
| SEI Investments Co | 128,677 | $5.28M | 0.01% | −17,170−11.8% | Reduced |
| Kestra Advisory Services, LLC | 127,798 | $5.24M | 0.02% | −1,482−1.1% | Reduced |
| HighTower Advisors, LLC | 125,363 | $5.14M | 0.01% | +7,928+6.8% | Added |
| Inspire Trust Co, N.A. | 125,000 | $5.13M | 0.93% | −10,000−7.4% | Reduced |
| CI Private Wealth, LLC | 124,811 | $5.12M | 0.01% | +29,130+30.4% | Added |
| Cetera Investment Advisers | 123,152 | $5.05M | 0.01% | +57,505+87.6% | Added |
| Perbak Capital Partners LLP | 122,966 | $5.02M | 0.88% | +122,966 | New |
| Point72 (DIFC) Ltd | 121,900 | $5.00M | 0.35% | +121,900 | New |
| Wealth Enhancement Advisory Services, LLC | 121,385 | $4.97M | 0.01% | +318+0.3% | Added |
| Plato Investment Management Ltd | 120,920 | $4.91M | 0.33% | +36,462+43.2% | Added |
| Timber Creek Capital Management LLC | 116,466 | $4.78M | 1.15% | −618−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 116,217 | $4.76M | 0.00% | −11,397−8.9% | Reduced |
| Groupama Asset Managment | 144,379 | $4.69M | 0.07% | −1,426−1.0% | Reduced |
| Simplex Trading, LLC | 109,948 | $4.51M | 0.10% | +74,402+209.3% | Added |
| Group One Trading, L.P. | 109,542 | $4.49M | 0.13% | +10,167+10.2% | Added |
| Metis Global Partners, LLC | 109,565 | $4.47M | 0.11% | +3,252+3.1% | Added |
| Quadrant Capital Group LLC | 107,440 | $4.41M | 0.14% | +585+0.5% | Added |
| MML Investors Services, LLC | 105,266 | $4.32M | 0.01% | +7,306+7.5% | Added |
| Brinker Capital Investments, LLC | 104,819 | $4.30M | 0.03% | +8,967+9.4% | Added |
| Mirabella Financial Services LLP | 104,728 | $4.29M | 0.37% | −4,702−4.3% | Reduced |
| US Bancorp | 102,902 | $4.22M | 0.01% | +6,491+6.7% | Added |
| Mount Yale Investment Advisors, LLC | 99,503 | $4.08M | 0.28% | +62,545+169.2% | Added |
| Vestmark Advisory Solutions, Inc. | 99,503 | $4.08M | 0.08% | +99,503 | New |
| Mitchell Capital Management Co | 97,877 | $4.01M | 0.69% | +1,394+1.4% | Added |
| Citadel Advisors LLC | 94,172 | $3.86M | 0.00% | +74,238+372.4% | Added |
| Highland Capital Management, LLC | 93,866 | $3.85M | 0.19% | +7,110+8.2% | Added |
| Point72 Hong Kong Ltd | 93,505 | $3.83M | 0.18% | +93,505 | New |
| Mercer Global Advisors Inc | 88,102 | $3.61M | 0.01% | −10,206−10.4% | Reduced |
| Independent Advisor Alliance | 87,277 | $3.58M | 0.09% | +556+0.6% | Added |
| Pictet & Cie (Europe) SA | 86,115 | $3.52M | 0.07% | +50,941+144.8% | Added |
| Cloverfields Capital Group, LP | 85,328 | $3.50M | 1.10% | −2,864−3.2% | Reduced |
| Vident Advisory, LLC | 83,077 | $3.41M | 0.03% | −38,743−31.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 81,636 | $3.34M | 0.25% | −38,258−31.9% | Reduced |
| Signaturefd, LLC | 78,314 | $3.21M | 0.05% | +5,348+7.3% | Added |
| Factory Mutual Insurance Co | 77,256 | $3.17M | 0.03% | +77,256 | New |
| Governors Lane LP | 75,861 | $3.11M | 0.43% | −801,961−91.4% | Reduced |
| Equitable Trust Co | 74,168 | $3.04M | 0.14% | −1,117−1.5% | Reduced |
| Glenmede Investment Management, LP | 73,582 | $3.02M | 0.01% | +11,130+17.8% | Added |
| Altman Advisors, Inc. | 71,772 | $2.94M | 1.13% | −53−0.1% | Reduced |
| TrueMark Investments, LLC | 71,133 | $2.92M | 0.51% | −4,553−6.0% | Reduced |
| Alaethes Wealth LLC | 70,057 | $2.87M | 0.81% | −5,069−6.7% | Reduced |
| Mediolanum International Funds Ltd | 70,206 | $2.86M | 0.03% | +766+1.1% | Added |