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, Q4 2025
Institutional positions in UBS Group AG as of Dec 31, 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
- 695
- +85 vs. Q3 2025
- Shares held
- 1.33B
- +119.1M (+9.8%) vs. Q3 2025
- Total value
- $61.4B
- +$12.0B (+24.3%) vs. Q3 2025
- New holders
- 132
- 247 more added
- Sold out
- 47
- 198 more reduced
12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 140,490,368 | $6.51B | 1.29% | +8,011,819+6.0% | Added |
| Vanguard Group Inc | 139,105,725 | $6.42B | 0.09% | +1,758,287+1.3% | Added |
| Norges Bank | 104,982,026 | $4.89B | 0.52% | +104,982,026 | New |
| Massachusetts Financial Services Co | 68,622,440 | $3.18B | 1.03% | −8,731,150−11.3% | Reduced |
| Fisher Asset Management, LLC | 64,107,264 | $2.97B | 1.01% | +2,938,827+4.8% | Added |
| FMR LLC | 58,098,230 | $2.71B | 0.14% | +9,639,522+19.9% | Added |
| Wellington Management Group LLP | 57,652,790 | $2.69B | 0.47% | −6,018,520−9.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,529,270 | $2.31B | 4.99% | −3,265,248−6.2% | Reduced |
| Cevian Capital II GP LTD | 48,117,675 | $2.23B | 60.89% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 40,392,294 | $1.87B | 0.13% | +5,615,450+16.1% | Added |
| Capital World Investors | 37,399,326 | $1.73B | 0.24% | +55,822+0.1% | Added |
| Pictet Asset Management Holding SA | 35,932,192 | $1.68B | 1.63% | +629,310+1.8% | Added |
| Dodge & Cox | 33,665,342 | $1.56B | 0.84% | −8,976,100−21.1% | Reduced |
| Deutsche Bank AG | 29,605,781 | $1.37B | 0.45% | +4,744,982+19.1% | Added |
| Legal & General Group Plc | 23,611,119 | $1.10B | 0.24% | +207,752+0.9% | Added |
| Pzena Investment Management LLC | 29,774,573 | $1.10B | 3.29% | +28,100+0.1% | Added |
| Amundi | 19,920,331 | $922.5M | 0.25% | −77,617−0.4% | Reduced |
| Goldman Sachs Group Inc | 18,063,332 | $836.5M | 0.12% | −2,843,938−13.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 17,527,342 | $814.9M | 0.48% | −1,907,613−9.8% | Reduced |
| Acadian Asset Management LLC | 16,181,297 | $754.8M | 1.24% | +813,418+5.3% | Added |
| Vontobel Holding Ltd. | 13,885,012 | $646.7M | 2.13% | +49,467+0.4% | Added |
| Nuveen, LLC | 11,408,186 | $531.2M | 0.14% | +712,516+6.7% | Added |
| Bank of America Corp | 10,708,372 | $495.9M | 0.04% | −6,317,805−37.1% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 9,128,817 | $426.0M | 1.13% | −3,967,743−30.3% | Reduced |
| Ninety One UK Ltd | 8,829,586 | $411.9M | 0.88% | +140,051+1.6% | Added |
| Canada Pension Plan Investment Board | 8,778,075 | $408.8M | 0.27% | +3,051,913+53.3% | Added |
| Russell Investments Group, Ltd. | 8,414,416 | $392.5M | 0.43% | +131,508+1.6% | Added |
| Caisse des Depots Et Consignations | 7,922,061 | $369.6M | 8.41% | 00.0% | Unchanged |
| Morgan Stanley | 7,654,099 | $354.5M | 0.02% | −59,676−0.8% | Reduced |
| Janus Henderson Group PLC | 6,861,746 | $320.1M | 0.14% | +4,919,494+253.3% | Added |
| Banque Cantonale Vaudoise | 6,738,930 | $314.4M | 11.22% | −22,062−0.3% | Reduced |
| Bank of New York Mellon Corp | 6,748,792 | $312.5M | 0.06% | −1,022,948−13.2% | Reduced |
| Allianz Asset Management GmbH | 6,337,956 | $295.7M | 0.34% | +1,898,324+42.8% | Added |
| Citigroup Inc | 6,020,046 | $280.8M | 0.19% | −2,598,767−30.2% | Reduced |
| Royal Bank of Canada | 5,826,037 | $269.8M | 0.05% | −875,733−13.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,704,194 | $264.6M | 0.73% | +1,176,743+26.0% | Added |
| Compagnie Lombard Odier SCmA | 5,382,437 | $251.1M | 2.73% | +158,770+3.0% | Added |
| WCM Investment Management, LLC | 5,211,089 | $242.4M | 0.50% | −6,592−0.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,947,156 | $229.1M | 0.20% | −155,784−3.1% | Reduced |
| Franklin Resources Inc | 4,907,214 | $226.4M | 0.06% | +3,179,974+184.1% | Added |
| M&G Plc | 4,500,778 | $209.6M | 1.08% | +389,283+9.5% | Added |
| Northern Trust Corp | 4,367,018 | $202.2M | 0.03% | −82,442−1.9% | Reduced |
| Natixis Advisors, L.P. | 4,332,234 | $200.6M | 0.28% | +670,001+18.3% | Added |
| BlackRock, Inc. | 4,030,917 | $186.7M | 0.00% | −171,184−4.1% | Reduced |
| LGT Group Foundation | 3,672,402 | $171.0M | 1.86% | +427,939+13.2% | Added |
| National Bank of Canada | 3,581,801 | $167.1M | 0.17% | +3,548,610+10,691.5% | Added |
| Aviva PLC | 3,543,255 | $165.0M | 0.28% | +115,004+3.4% | Added |
| Royal London Asset Management Ltd | 3,534,187 | $163.7M | 0.34% | −50,926−1.4% | Reduced |
| Great West Life Assurance Co | 3,221,371 | $150.3M | 0.26% | +242,984+8.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,984,259 | $147.3M | 0.17% | +3,984,259 | New |
| DekaBank Deutsche Girozentrale | 4,269,505 | $124.7M | 0.23% | 00.0% | Unchanged |
| SIH Partners, LLLP | 2,613,846 | $121.0M | 7.05% | +1,968,033+304.7% | Added |
| CIBC World Markets Inc. | 2,457,317 | $114.8M | 0.21% | +2,089,335+567.8% | Added |
| Public Employees Retirement System of Ohio | 2,460,415 | $114.6M | 0.36% | −13,813−0.6% | Reduced |
| Public Sector Pension Investment Board | 2,456,492 | $114.4M | 0.39% | −285,767−10.4% | Reduced |
| Korea Investment CORP | 2,421,191 | $113.0M | 0.22% | +692,573+40.1% | Added |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $107.8M | 1.88% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 2,233,585 | $104.2M | 1.55% | −25,733−1.1% | Reduced |
| Moore Capital Management, LP | 2,197,102 | $102.4M | 2.09% | +543,812+32.9% | Added |
| Bank of Montreal | 2,193,282 | $102.1M | 0.04% | −7,131,994−76.5% | Reduced |
| Invesco Ltd. | 2,195,330 | $101.7M | 0.01% | +415,224+23.3% | Added |
| Qube Research & Technologies Ltd | 2,134,234 | $99.4M | 0.14% | −684,622−24.3% | Reduced |
| Alyeska Investment Group, L.P. | 2,138,351 | $99.0M | 0.28% | +2,138,351 | New |
| Captrust Financial Advisors | 2,097,527 | $97.1M | 0.18% | −32,653−1.5% | Reduced |
| FIL Ltd | 2,066,939 | $96.4M | 0.07% | −62,465−2.9% | Reduced |
| Generali Asset Management SPA SGR | 2,480,242 | $91.7M | 1.87% | +142,490+6.1% | Added |
| ABN AMRO Bank N.V. | 1,890,886 | $87.8M | 0.83% | +124,558+7.1% | Added |
| State of Tennessee, Treasury Department | 1,841,257 | $87.0M | 0.28% | −90,123−4.7% | Reduced |
| Marshall Wace, LLP | 1,819,630 | $84.9M | 0.08% | +1,819,630 | New |
| American Century Companies Inc | 1,787,683 | $82.8M | 0.04% | +201,878+12.7% | Added |
| Credit Agricole S A | 1,754,072 | $81.2M | 0.22% | +102,457+6.2% | Added |
| Banque Pictet & Cie SA | 1,519,854 | $70.9M | 0.71% | +216,866+16.6% | Added |
| Manufacturers Life Insurance Company, The | 1,413,999 | $66.0M | 0.05% | −4,693−0.3% | Reduced |
| Envestnet Asset Management Inc | 1,412,986 | $65.4M | 0.02% | −163,797−10.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,366,572 | $63.8M | 0.32% | +30,427+2.3% | Added |
| Brandes Investment Partners, LP | 1,372,632 | $63.6M | 0.48% | −52,807−3.7% | Reduced |
| State of Wisconsin Investment Board | 1,260,085 | $58.8M | 0.13% | +1,260,085 | New |
| D. E. Shaw & Co., Inc. | 1,268,148 | $58.7M | 0.04% | +449,331+54.9% | Added |
| Rathbone Brothers plc | 1,207,500 | $56.3M | 0.22% | +1,207,500 | New |
| Life Cycle Investment Partners Ltd | 1,512,017 | $55.9M | 0.39% | +1,512,017 | New |
| Patient Capital Management, LLC | 1,187,326 | $55.0M | 2.12% | −313,523−20.9% | Reduced |
| TD Asset Management Inc | 1,149,096 | $53.6M | 0.04% | −1,227−0.1% | Reduced |
| Ameriprise Financial Inc | 1,141,947 | $52.9M | 0.01% | −92,378−7.5% | Reduced |
| J. Safra Sarasin Holding AG | 1,120,619 | $52.3M | 0.85% | −593,915−34.6% | Reduced |
| Thrivent Financial for Lutherans | 1,062,315 | $49.6M | 0.09% | +1,100+0.1% | Added |
| Crocodile Capital Partners GmbH | 1,070,000 | $49.6M | 29.62% | +60,000+5.9% | Added |
| GAM Holding AG | 1,020,351 | $47.6M | 3.04% | +147,532+16.9% | Added |
| Mackenzie Financial Corp | 926,692 | $43.2M | 0.05% | +137,009+17.3% | Added |
| Antipodes Partners Ltd | 890,432 | $41.5M | 0.87% | −199,422−18.3% | Reduced |
| ASR Vermogensbeheer N.V. | 863,542 | $40.3M | 0.47% | +24,349+2.9% | Added |
| Zurich Insurance Group Ltd | 850,286 | $39.6M | 0.27% | +194,626+29.7% | Added |
| AQR Capital Management LLC | 698,229 | $32.4M | 0.02% | +490,353+235.9% | Added |
| Raymond James Financial Inc | 691,384 | $32.0M | 0.01% | +94,586+15.8% | Added |
| Two Sigma Advisers, LP | 690,725 | $32.0M | 0.06% | −423,230−38.0% | Reduced |
| Channing Global Advisors, LLC | 685,636 | $32.0M | 20.44% | +12,227+1.8% | Added |
| Wells Fargo & Company | 676,753 | $31.3M | 0.01% | +19,321+2.9% | Added |
| Haven Global Partners, LLC | 669,028 | $31.2M | 22.93% | −10,044−1.5% | Reduced |
| Levin Capital Strategies, L.P. | 658,920 | $30.5M | 2.65% | −39,816−5.7% | Reduced |
| Systrade AG | 625,000 | $29.1M | 17.78% | 00.0% | Unchanged |
| Exane Asset Management | 665,458 | $28.9M | 6.08% | −123,543−15.7% | Reduced |