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, Q1 2026
Institutional positions in UBS Group AG as of Mar 31, 2026. 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
- 689
- +7 vs. Q4 2025
- Shares held
- 1.15B
- +67.8M (+6.2%) vs. Q4 2025
- Total value
- $44.5B
- −$5.54B (−11.1%) vs. Q4 2025
- New holders
- 97
- 252 more added
- Sold out
- 90
- 229 more reduced
13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 106,890,182 | $4.18B | 0.74% | −33,600,186−23.9% | Reduced |
| Vanguard Capital Management LLC | 97,263,943 | $3.79B | 0.09% | +97,263,943 | New |
| Massachusetts Financial Services Co | 65,542,061 | $2.60B | 0.88% | −3,080,379−4.5% | Reduced |
| Fisher Asset Management, LLC | 66,074,238 | $2.58B | 0.88% | +1,966,974+3.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 56,674,567 | $2.17B | 4.72% | +7,145,297+14.4% | Added |
| FMR LLC | 53,883,732 | $2.10B | 0.11% | −4,214,498−7.3% | Reduced |
| Wellington Management Group LLP | 49,920,657 | $1.91B | 0.36% | −7,732,133−13.4% | Reduced |
| Cevian Capital II GP LTD | 48,117,675 | $1.88B | 60.29% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 35,591,624 | $1.36B | 1.44% | −340,568−0.9% | Reduced |
| Dodge & Cox | 33,644,642 | $1.31B | 0.72% | −20,700−0.1% | Reduced |
| Deutsche Bank AG | 31,922,626 | $1.25B | 0.41% | +2,316,845+7.8% | Added |
| Vanguard Fiduciary Trust Co | 27,510,543 | $1.07B | 0.27% | +27,510,543 | New |
| JPMorgan Chase & Co | 27,434,247 | $1.01B | 0.07% | −12,958,047−32.1% | Reduced |
| Capital World Investors | 23,495,846 | $913.5M | 0.12% | −13,903,480−37.2% | Reduced |
| Amundi | 23,294,847 | $910.1M | 0.25% | +3,374,516+16.9% | Added |
| Legal & General Group Plc | 23,402,544 | $895.0M | 0.21% | −208,575−0.9% | Reduced |
| Pzena Investment Management LLC | 26,544,355 | $815.7M | 2.65% | −3,230,218−10.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 18,850,928 | $728.3M | 0.39% | +1,323,586+7.6% | Added |
| Goldman Sachs Group Inc | 15,344,986 | $599.5M | 0.08% | −2,718,346−15.0% | Reduced |
| Vontobel Holding Ltd. | 15,126,281 | $581.5M | 2.00% | +1,241,269+8.9% | Added |
| Vanguard Asset Management, Ltd | 14,112,416 | $550.3M | 0.47% | +14,112,416 | New |
| Nuveen, LLC | 11,227,404 | $431.8M | 0.12% | −180,782−1.6% | Reduced |
| Bank of America Corp | 9,654,984 | $377.2M | 0.03% | −1,053,388−9.8% | Reduced |
| Ninety One UK Ltd | 8,687,978 | $332.3M | 0.77% | −141,608−1.6% | Reduced |
| Canada Pension Plan Investment Board | 7,956,822 | $305.9M | 0.20% | −821,253−9.4% | Reduced |
| Morgan Stanley | 7,763,223 | $303.3M | 0.02% | +109,124+1.4% | Added |
| Caisse des Depots Et Consignations | 7,812,061 | $298.8M | 4.93% | −110,000−1.4% | Reduced |
| Russell Investments Group, Ltd. | 7,738,898 | $295.4M | 0.32% | −675,518−8.0% | Reduced |
| Qube Research & Technologies Ltd | 7,612,542 | $292.9M | 0.42% | +5,478,308+256.7% | Added |
| Banque Cantonale Vaudoise | 7,141,370 | $273.1M | 10.28% | +402,440+6.0% | Added |
| Bank of New York Mellon Corp | 6,502,710 | $254.1M | 0.05% | −246,082−3.6% | Reduced |
| Allianz Asset Management GmbH | 6,194,747 | $236.9M | 0.27% | −143,209−2.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,114,163 | $235.7M | 0.71% | +409,969+7.2% | Added |
| Citigroup Inc | 5,959,083 | $227.9M | 0.15% | −60,963−1.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,845,369 | $223.9M | 0.20% | +898,213+18.2% | Added |
| WCM Investment Management, LLC | 5,850,200 | $214.5M | 0.49% | +639,111+12.3% | Added |
| Compagnie Lombard Odier SCmA | 5,272,070 | $201.6M | 2.48% | −110,367−2.1% | Reduced |
| Franklin Resources Inc | 5,101,601 | $199.0M | 0.05% | +194,387+4.0% | Added |
| Janus Henderson Group PLC | 5,193,433 | $198.5M | 0.09% | −1,668,313−24.3% | Reduced |
| M&G Plc | 4,980,760 | $193.2M | 1.00% | +479,982+10.7% | Added |
| AQR Capital Management LLC | 4,693,103 | $180.6M | 0.08% | +3,994,874+572.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,638,662 | $178.4M | 0.21% | +654,403+16.4% | Added |
| Northern Trust Corp | 4,356,906 | $170.2M | 0.02% | −10,112−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 4,269,505 | $165.4M | 0.27% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 4,127,014 | $161.2M | 0.22% | −205,220−4.7% | Reduced |
| Royal Bank of Canada | 3,935,581 | $153.8M | 0.03% | −1,890,456−32.4% | Reduced |
| BlackRock, Inc. | 3,846,436 | $150.3M | 0.00% | −184,481−4.6% | Reduced |
| Royal London Asset Management Ltd | 3,515,878 | $137.4M | 0.29% | −18,309−0.5% | Reduced |
| Aviva PLC | 3,570,737 | $136.7M | 0.23% | +27,482+0.8% | Added |
| LGT Group Foundation | 3,439,417 | $132.2M | 1.61% | −232,985−6.3% | Reduced |
| Jones Financial Companies LLLP | 3,518,000 | $128.1M | 0.06% | +3,476,613+8,400.3% | Added |
| Great West Life Assurance Co | 3,167,175 | $121.4M | 0.22% | −54,196−1.7% | Reduced |
| SIH Partners, LLLP | 3,107,111 | $121.4M | 3.74% | +493,265+18.9% | Added |
| Jane Street Group, LLC | 2,950,369 | $115.3M | 0.12% | +2,648,732+878.1% | Added |
| Acadian Asset Management LLC | 2,971,356 | $113.6M | 0.16% | −13,209,941−81.6% | Reduced |
| Public Sector Pension Investment Board | 2,542,054 | $101.2M | 0.31% | +85,562+3.5% | Added |
| TD Asset Management Inc | 2,551,370 | $98.4M | 0.08% | +1,402,274+122.0% | Added |
| Invesco Ltd. | 2,432,381 | $95.0M | 0.01% | +237,051+10.8% | Added |
| Bank of Montreal | 2,461,029 | $94.6M | 0.04% | +267,747+12.2% | Added |
| Liontrust Investment Partners LLP | 2,458,659 | $94.0M | 1.61% | +225,074+10.1% | Added |
| Public Employees Retirement System of Ohio | 2,392,368 | $92.0M | 0.30% | −68,047−2.8% | Reduced |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $88.5M | 1.49% | 00.0% | Unchanged |
| Korea Investment CORP | 2,279,366 | $87.2M | 0.18% | −141,825−5.9% | Reduced |
| Captrust Financial Advisors | 2,096,407 | $81.9M | 0.14% | −1,120−0.1% | Reduced |
| Generali Asset Management SPA SGR | 2,653,910 | $81.6M | 1.70% | +173,668+7.0% | Added |
| American Century Companies Inc | 2,021,616 | $79.0M | 0.04% | +233,933+13.1% | Added |
| Moore Capital Management, LP | 2,039,599 | $78.3M | 2.85% | −157,503−7.2% | Reduced |
| State of Tennessee, Treasury Department | 1,936,941 | $74.1M | 0.25% | +95,684+5.2% | Added |
| Exane Asset Management | 1,883,385 | $66.7M | 13.62% | +1,217,927+183.0% | Added |
| FIL Ltd | 1,665,021 | $64.9M | 0.05% | −401,918−19.4% | Reduced |
| Ameriprise Financial Inc | 1,663,816 | $64.8M | 0.02% | +521,869+45.7% | Added |
| Banque Pictet & Cie SA | 1,665,074 | $63.7M | 0.74% | +145,220+9.6% | Added |
| Vanguard Investments Australia, Ltd. | 1,578,711 | $61.6M | 0.18% | +1,578,711 | New |
| Susquehanna International Group, LLP | 1,565,660 | $61.2M | 0.08% | +1,544,278+7,222.3% | Added |
| Envestnet Asset Management Inc | 1,503,490 | $58.7M | 0.02% | +90,504+6.4% | Added |
| ABN AMRO Bank N.V. | 1,470,238 | $56.7M | 0.61% | −420,648−22.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,410,094 | $53.9M | 0.28% | +43,522+3.2% | Added |
| Brandes Investment Partners, LP | 1,368,472 | $53.5M | 0.38% | −4,160−0.3% | Reduced |
| Life Cycle Investment Partners Ltd | 1,719,019 | $52.8M | 0.34% | +207,002+13.7% | Added |
| D. E. Shaw & Co., Inc. | 1,317,954 | $51.5M | 0.04% | +49,806+3.9% | Added |
| ASR Vermogensbeheer N.V. | 1,317,110 | $50.4M | 0.59% | +453,568+52.5% | Added |
| Crocodile Capital Partners GmbH | 1,170,000 | $49.6M | 35.45% | +100,000+9.3% | Added |
| Patient Capital Management, LLC | 1,241,955 | $48.5M | 1.81% | +54,629+4.6% | Added |
| Manufacturers Life Insurance Company, The | 1,234,642 | $47.5M | 0.04% | −179,357−12.7% | Reduced |
| Vanguard Global Advisers, LLC | 1,208,363 | $47.1M | 0.03% | +1,208,363 | New |
| Rathbone Brothers plc | 1,220,034 | $46.7M | 0.19% | +12,534+1.0% | Added |
| State of Wisconsin Investment Board | 1,164,155 | $44.5M | 0.10% | −95,930−7.6% | Reduced |
| SEB Asset Management AB | 1,159,090 | $44.3M | 0.19% | +1,159,090 | New |
| J. Safra Sarasin Holding AG | 1,086,608 | $41.5M | 0.71% | −34,011−3.0% | Reduced |
| Credit Agricole S A | 932,556 | $36.4M | 0.12% | −821,516−46.8% | Reduced |
| EFG International AG | 892,831 | $34.9M | 0.75% | +366,347+69.6% | Added |
| Thrivent Financial for Lutherans | 865,820 | $33.1M | 0.06% | −196,495−18.5% | Reduced |
| Alliancebernstein L.P. | 616,815 | $28.6M | 0.01% | −2,605−0.4% | Reduced |
| Mackenzie Financial Corp | 714,894 | $27.5M | 0.03% | −211,798−22.9% | Reduced |
| GAM Holding AG | 702,763 | $26.9M | 2.36% | −317,588−31.1% | Reduced |
| Renaissance Technologies LLC | 686,991 | $26.8M | 0.04% | +480,400+232.5% | Added |
| Raymond James Financial Inc | 686,017 | $26.8M | 0.01% | −5,367−0.8% | Reduced |
| Citadel Advisors LLC | 677,062 | $26.5M | 0.02% | +593,439+709.7% | Added |
| Channing Global Advisors, LLC | 684,783 | $26.2M | 15.32% | −853−0.1% | Reduced |
| Wells Fargo & Company | 653,613 | $25.5M | 0.01% | −23,140−3.4% | Reduced |