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 |
|---|---|---|---|---|---|
| Channing Global Advisors, LLC | 685,636 | $32.0M | 20.44% | +12,227+1.8% | Added |
| Two Sigma Advisers, LP | 690,725 | $32.0M | 0.06% | −423,230−38.0% | Reduced |
| Raymond James Financial Inc | 691,384 | $32.0M | 0.01% | +94,586+15.8% | Added |
| AQR Capital Management LLC | 698,229 | $32.4M | 0.02% | +490,353+235.9% | Added |
| Zurich Insurance Group Ltd | 850,286 | $39.6M | 0.27% | +194,626+29.7% | Added |
| ASR Vermogensbeheer N.V. | 863,542 | $40.3M | 0.47% | +24,349+2.9% | Added |
| Antipodes Partners Ltd | 890,432 | $41.5M | 0.87% | −199,422−18.3% | Reduced |
| Mackenzie Financial Corp | 926,692 | $43.2M | 0.05% | +137,009+17.3% | Added |
| GAM Holding AG | 1,020,351 | $47.6M | 3.04% | +147,532+16.9% | Added |
| Crocodile Capital Partners GmbH | 1,070,000 | $49.6M | 29.62% | +60,000+5.9% | Added |
| Thrivent Financial for Lutherans | 1,062,315 | $49.6M | 0.09% | +1,100+0.1% | Added |
| J. Safra Sarasin Holding AG | 1,120,619 | $52.3M | 0.85% | −593,915−34.6% | Reduced |
| Ameriprise Financial Inc | 1,141,947 | $52.9M | 0.01% | −92,378−7.5% | Reduced |
| TD Asset Management Inc | 1,149,096 | $53.6M | 0.04% | −1,227−0.1% | Reduced |
| Patient Capital Management, LLC | 1,187,326 | $55.0M | 2.12% | −313,523−20.9% | Reduced |
| Life Cycle Investment Partners Ltd | 1,512,017 | $55.9M | 0.39% | +1,512,017 | New |
| Rathbone Brothers plc | 1,207,500 | $56.3M | 0.22% | +1,207,500 | New |
| D. E. Shaw & Co., Inc. | 1,268,148 | $58.7M | 0.04% | +449,331+54.9% | Added |
| State of Wisconsin Investment Board | 1,260,085 | $58.8M | 0.13% | +1,260,085 | New |
| Brandes Investment Partners, LP | 1,372,632 | $63.6M | 0.48% | −52,807−3.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,366,572 | $63.8M | 0.32% | +30,427+2.3% | Added |
| Envestnet Asset Management Inc | 1,412,986 | $65.4M | 0.02% | −163,797−10.4% | Reduced |
| Manufacturers Life Insurance Company, The | 1,413,999 | $66.0M | 0.05% | −4,693−0.3% | Reduced |
| Banque Pictet & Cie SA | 1,519,854 | $70.9M | 0.71% | +216,866+16.6% | Added |
| Credit Agricole S A | 1,754,072 | $81.2M | 0.22% | +102,457+6.2% | Added |
| American Century Companies Inc | 1,787,683 | $82.8M | 0.04% | +201,878+12.7% | Added |
| Marshall Wace, LLP | 1,819,630 | $84.9M | 0.08% | +1,819,630 | New |
| State of Tennessee, Treasury Department | 1,841,257 | $87.0M | 0.28% | −90,123−4.7% | Reduced |
| ABN AMRO Bank N.V. | 1,890,886 | $87.8M | 0.83% | +124,558+7.1% | Added |
| Generali Asset Management SPA SGR | 2,480,242 | $91.7M | 1.87% | +142,490+6.1% | Added |
| FIL Ltd | 2,066,939 | $96.4M | 0.07% | −62,465−2.9% | Reduced |
| Captrust Financial Advisors | 2,097,527 | $97.1M | 0.18% | −32,653−1.5% | Reduced |
| Alyeska Investment Group, L.P. | 2,138,351 | $99.0M | 0.28% | +2,138,351 | New |
| Qube Research & Technologies Ltd | 2,134,234 | $99.4M | 0.14% | −684,622−24.3% | Reduced |
| Invesco Ltd. | 2,195,330 | $101.7M | 0.01% | +415,224+23.3% | Added |
| Bank of Montreal | 2,193,282 | $102.1M | 0.04% | −7,131,994−76.5% | Reduced |
| Moore Capital Management, LP | 2,197,102 | $102.4M | 2.09% | +543,812+32.9% | Added |
| Liontrust Investment Partners LLP | 2,233,585 | $104.2M | 1.55% | −25,733−1.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $107.8M | 1.88% | 00.0% | Unchanged |
| Korea Investment CORP | 2,421,191 | $113.0M | 0.22% | +692,573+40.1% | Added |
| Public Sector Pension Investment Board | 2,456,492 | $114.4M | 0.39% | −285,767−10.4% | Reduced |
| Public Employees Retirement System of Ohio | 2,460,415 | $114.6M | 0.36% | −13,813−0.6% | Reduced |
| CIBC World Markets Inc. | 2,457,317 | $114.8M | 0.21% | +2,089,335+567.8% | Added |
| SIH Partners, LLLP | 2,613,846 | $121.0M | 7.05% | +1,968,033+304.7% | Added |
| DekaBank Deutsche Girozentrale | 4,269,505 | $124.7M | 0.23% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,984,259 | $147.3M | 0.17% | +3,984,259 | New |
| Great West Life Assurance Co | 3,221,371 | $150.3M | 0.26% | +242,984+8.2% | Added |
| Royal London Asset Management Ltd | 3,534,187 | $163.7M | 0.34% | −50,926−1.4% | Reduced |
| Aviva PLC | 3,543,255 | $165.0M | 0.28% | +115,004+3.4% | Added |
| National Bank of Canada | 3,581,801 | $167.1M | 0.17% | +3,548,610+10,691.5% | Added |
| LGT Group Foundation | 3,672,402 | $171.0M | 1.86% | +427,939+13.2% | Added |
| BlackRock, Inc. | 4,030,917 | $186.7M | 0.00% | −171,184−4.1% | Reduced |
| Natixis Advisors, L.P. | 4,332,234 | $200.6M | 0.28% | +670,001+18.3% | Added |
| Northern Trust Corp | 4,367,018 | $202.2M | 0.03% | −82,442−1.9% | Reduced |
| M&G Plc | 4,500,778 | $209.6M | 1.08% | +389,283+9.5% | Added |
| Franklin Resources Inc | 4,907,214 | $226.4M | 0.06% | +3,179,974+184.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,947,156 | $229.1M | 0.20% | −155,784−3.1% | Reduced |
| WCM Investment Management, LLC | 5,211,089 | $242.4M | 0.50% | −6,592−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 5,382,437 | $251.1M | 2.73% | +158,770+3.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,704,194 | $264.6M | 0.73% | +1,176,743+26.0% | Added |
| Royal Bank of Canada | 5,826,037 | $269.8M | 0.05% | −875,733−13.1% | Reduced |
| Citigroup Inc | 6,020,046 | $280.8M | 0.19% | −2,598,767−30.2% | Reduced |
| Allianz Asset Management GmbH | 6,337,956 | $295.7M | 0.34% | +1,898,324+42.8% | Added |
| Bank of New York Mellon Corp | 6,748,792 | $312.5M | 0.06% | −1,022,948−13.2% | Reduced |
| Banque Cantonale Vaudoise | 6,738,930 | $314.4M | 11.22% | −22,062−0.3% | Reduced |
| Janus Henderson Group PLC | 6,861,746 | $320.1M | 0.14% | +4,919,494+253.3% | Added |
| Morgan Stanley | 7,654,099 | $354.5M | 0.02% | −59,676−0.8% | Reduced |
| Caisse des Depots Et Consignations | 7,922,061 | $369.6M | 8.41% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,414,416 | $392.5M | 0.43% | +131,508+1.6% | Added |
| Canada Pension Plan Investment Board | 8,778,075 | $408.8M | 0.27% | +3,051,913+53.3% | Added |
| Ninety One UK Ltd | 8,829,586 | $411.9M | 0.88% | +140,051+1.6% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 9,128,817 | $426.0M | 1.13% | −3,967,743−30.3% | Reduced |
| Bank of America Corp | 10,708,372 | $495.9M | 0.04% | −6,317,805−37.1% | Reduced |
| Nuveen, LLC | 11,408,186 | $531.2M | 0.14% | +712,516+6.7% | Added |
| Vontobel Holding Ltd. | 13,885,012 | $646.7M | 2.13% | +49,467+0.4% | Added |
| Acadian Asset Management LLC | 16,181,297 | $754.8M | 1.24% | +813,418+5.3% | Added |
| Arrowstreet Capital, Limited Partnership | 17,527,342 | $814.9M | 0.48% | −1,907,613−9.8% | Reduced |
| Goldman Sachs Group Inc | 18,063,332 | $836.5M | 0.12% | −2,843,938−13.6% | Reduced |
| Amundi | 19,920,331 | $922.5M | 0.25% | −77,617−0.4% | Reduced |
| Pzena Investment Management LLC | 29,774,573 | $1.10B | 3.29% | +28,100+0.1% | Added |
| Legal & General Group Plc | 23,611,119 | $1.10B | 0.24% | +207,752+0.9% | Added |
| Deutsche Bank AG | 29,605,781 | $1.37B | 0.45% | +4,744,982+19.1% | Added |
| Dodge & Cox | 33,665,342 | $1.56B | 0.84% | −8,976,100−21.1% | Reduced |
| Pictet Asset Management Holding SA | 35,932,192 | $1.68B | 1.63% | +629,310+1.8% | Added |
| Capital World Investors | 37,399,326 | $1.73B | 0.24% | +55,822+0.1% | Added |
| JPMorgan Chase & Co | 40,392,294 | $1.87B | 0.13% | +5,615,450+16.1% | Added |
| Cevian Capital II GP LTD | 48,117,675 | $2.23B | 60.89% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,529,270 | $2.31B | 4.99% | −3,265,248−6.2% | Reduced |
| Wellington Management Group LLP | 57,652,790 | $2.69B | 0.47% | −6,018,520−9.5% | Reduced |
| FMR LLC | 58,098,230 | $2.71B | 0.14% | +9,639,522+19.9% | Added |
| Fisher Asset Management, LLC | 64,107,264 | $2.97B | 1.01% | +2,938,827+4.8% | Added |
| Massachusetts Financial Services Co | 68,622,440 | $3.18B | 1.03% | −8,731,150−11.3% | Reduced |
| Norges Bank | 104,982,026 | $4.89B | 0.52% | +104,982,026 | New |
| Vanguard Group Inc | 139,105,725 | $6.42B | 0.09% | +1,758,287+1.3% | Added |
| UBS Group AG | 140,490,368 | $6.51B | 1.29% | +8,011,819+6.0% | Added |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −727,292−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −342,362−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −257,886−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −188,340−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −122,966−100.0% | Sold out |