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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; 767 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.

Q1 2026 vs. Q4 2025

How the institutions holding UBS Group AG changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of UBS: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders69513689+7
Shares1.33B244.9M1.15B+67.8M (+6.2%)
Value$61.4B$11.3B$44.5B−$5.54B (−11.1%)

13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (97)

Institutions that held UBS Group AG at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to UBS in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC97,263,943$3.79B0.09%
Vanguard Fiduciary Trust Co27,510,543$1.07B0.27%
Vanguard Asset Management, Ltd14,112,416$550.3M0.47%
Vanguard Investments Australia, Ltd.1,578,711$61.6M0.18%
Vanguard Global Advisers, LLC1,208,363$47.1M0.03%
SEB Asset Management AB1,159,090$44.3M0.19%
Gemsstock Limited630,741$24.2M2.55%
Tudor Investment Corp Et Al276,001$10.8M0.06%
Caisse de Depot Et Placement du Quebec249,268$9.53M0.02%
Victory Capital Management Inc294,057$9.04M0.01%
Squarepoint Ops LLC194,260$7.59M0.02%
Campbell & CO Investment Adviser LLC151,341$5.90M0.34%
PEAK6 LLC147,224$5.75M0.17%
Balyasny Asset Management LLC123,796$4.84M0.01%
Karl Kapital LLC88,866$3.47M2.41%
CenterBook Partners LP86,515$3.38M0.18%
Price T Rowe Associates Inc80,255$3.14M0.00%
Old Mission Capital LLC74,367$3.04M0.07%
IMC-Chicago, LLC67,609$2.64M0.04%
South Shore Capital Advisors56,737$2.17M1.59%
Bellecapital International Ltd.56,150$2.15M0.39%
XTX Topco Ltd45,515$1.78M0.03%
Allspring Global Investments Holdings, LLC45,238$1.74M0.00%
Aquatic Capital Management LLC37,276$1.46M0.04%
Cliftonlarsonallen Wealth Advisors, LLC35,230$1.38M0.02%
Healthcare of Ontario Pension Plan Trust Fund31,982$1.25M0.00%
Barometer Capital Management Inc.32,800$1.25M0.43%
Generali Investments CEE, investicni spolecnost, a.s.28,866$1.11M0.06%
Fox Run Management, L.L.C.27,520$1.01M0.18%
Parallax Volatility Advisers, L.P.22,107$955.7K0.04%
Pavaki Capital Management LLC19,000$730.4K0.51%
Verition Fund Management LLC18,328$716.1K0.01%
CenterStar Asset Management, LLC18,289$714.3K0.69%
Climber Capital SA17,618$677.1K0.44%
Viking Fund Management LLC17,000$664.2K0.07%
XY Capital Ltd16,150$631.0K0.69%
Fideuram Asset Management (Ireland) dac18,438$581.2K0.07%
Beacon Pointe Advisors, LLC13,506$527.7K0.00%
Vigil Wealth Management, LLC12,700$496.2K0.40%
Centiva Capital, LP12,589$491.9K0.02%
Sciencast Management LP12,531$489.6K0.06%
Nilsine Partners, LLC11,553$487.2K0.04%
FDx Advisors, Inc.12,031$470.0K0.15%
My Portfolio Guide, LLC11,877$464.0K0.26%
Diversify Wealth Management, LLC9,077$387.8K0.01%
Traphagen Investment Advisors LLC9,745$380.7K0.03%
J.Safra Asset Management Corp9,340$364.9K0.02%
SG Americas Securities, LLC9,200$359.0K0.00%
Aaron Wealth Advisors8,938$349.2K0.02%
Ellevest, Inc.8,464$330.7K0.05%
Brown Advisory Inc8,294$324.0K0.00%
Storgate, LLC8,254$322.5K0.25%
CTC Alternative Strategies, Ltd.8,208$315.1K0.72%
Mattson Financial Services, LLC7,404$289.3K0.07%
Brighton Jones LLC7,053$275.5K0.01%
Brown Financial Advisors6,981$272.7K0.10%
BTG Pactual Asset Management US LLC6,972$268.0K0.03%
Collaborative Fund Advisors, LLC6,441$251.7K0.16%
Athena Wealth Management, LLC6,264$244.7K0.20%
Angeles Wealth Management, LLC6,241$243.8K0.01%
111 Capital6,018$231.4K0.06%
OneAscent Financial Services LLC5,838$228.1K0.01%
Integrity Financial Corp5,655$220.9K0.11%
Jackson Thornton Asset Management, LLC5,284$219.2K0.02%
PCM Encore, LLC5,282$206.4K0.04%
MQS Management LLC5,141$200.9K0.14%
Anfield Capital Management, LLC3,034$118.5K0.03%
Owl Creek Wealth Partners LLC2,612$102.1K0.04%
Opal Wealth Advisors, LLC2,506$97.9K0.02%
PlanVest Financial, Inc2,096$81.9K0.06%
Twin Peaks Wealth Advisors, LLC1,237$48.3K0.01%
Whipplewood Advisors, LLC635$24.8K0.01%
Innovative Asset Advisors Group, LLC360$14.1K0.01%
RWM Asset Management, LLC315$12.3K0.00%
Salem Investment Counselors Inc277$10.8K0.00%
Main Street Group, LTD242$9.46K0.00%
True Link Financial Advisors, LLC216$8.44K0.00%
Arlington Trust Co LLC180$7.03K0.00%
Benson Wealth Management INC137$5.35K0.01%
Essential Partners LLC131$5.12K0.00%
JPL Wealth Management, LLC123$4.81K0.00%
Dunhill Financial, LLC123$4.75K0.00%
Cassaday & Co Wealth Management LLC117$4.57K0.00%
Key Capital Management, INC103$4.02K0.00%
Intentional Wealth Strategies, LLC70$2.73K0.00%
GHP Investment Advisors, Inc.67$2.62K0.00%
Golden State Equity Partners60$2.34K0.00%
Burk Holdings LLC59$2.31K0.00%
MBM Wealth Consultants, LLC56$2.19K0.00%
Dogwood Wealth Management LLC41$1.60K0.00%
Southern Michigan Bank & Trust39$1.44K0.00%
Financial Network Wealth Advisors LLC35$1.37K0.00%
Asset Dedication, LLC31$1.21K0.00%
Beacon Investment Advisory Services, Inc.13$5080.00%
Nvest Wealth Strategies, Inc.9$3520.00%
Midwest Capital Advisors, LLC4$1560.00%
Lloyd Advisory Services, LLC.1$270.00%

Sold out (90)

Institutions that held UBS Group AG at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of UBS in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Viking Global Investors LPSuperinvestorViking Global Investors9,128,817$426.0M
Alyeska Investment Group, L.P.2,138,351$99.0M
Marshall Wace, LLP1,819,630$84.9M
Two Sigma Advisers, LP690,725$32.0M
Leonteq Securities AG356,549$13.2M
Lighthouse Investment Partners, LLC222,920$10.3M
Permanens Capital L.P.207,412$9.61M
DJE Kapital AG203,050$9.49M
Black Diamond Capital Management I, LLLP200,000$9.26M
Symmetry Investments LP111,400$5.16M
Occudo Quantitative Strategies LP82,661$3.83M
Runnymede Capital Advisors, Inc.64,279$2.98M
Man Group plc59,063$2.74M
Forum Financial Management, LP56,356$2.61M
1832 Asset Management L.P.45,500$2.11M
Capital International Sarl42,498$1.98M
Mirabella Financial Services LLP37,169$1.72M
SOL Capital Management CO32,580$1.51M
Xponance, Inc.25,011$1.17M
Greenwich Wealth Management LLC24,847$1.15M
AlphaCore Capital LLC17,958$831.6K
Harbour Capital Advisors, LLC16,140$760.2K
Cordatus Wealth Management LLC12,737$589.8K
Sage Mountain Advisors LLC10,686$494.9K
Covenant Partners, LLC9,908$458.8K
Diversify Advisory Services, LLC9,157$433.9K
Winton Group Ltd9,300$430.7K
HighPoint Advisor Group LLC8,931$413.6K
Journey Strategic Wealth LLC8,911$412.7K
Keel Point, LLC8,783$406.8K
Magnetar Financial LLC8,330$385.8K
Oakmont Investment Advisors, Inc.6,190$286.7K
FourThought Financial Partners, LLC5,680$263.1K
National Philanthropic Trust5,499$254.7K
We Are One Seven, LLC5,260$243.6K
Genus Capital Management Inc.5,250$243.1K
Brown Miller Wealth Management, LLC5,176$239.7K
Interchange Capital Partners, LLC5,104$236.4K
Pure Financial Advisors, Inc.5,103$236.3K
Welch & Forbes LLC5,008$231.9K
Riversedge Advisors, LLC4,955$229.5K
Foster Group, Inc.4,924$228.0K
Sapient Capital LLC4,903$227.7K
Stronghold Wealth Management L.L.C.4,901$227.0K
American Trust4,879$225.9K
Sowell Financial Services LLC4,868$225.5K
Capital Investment Advisors, LLC4,834$223.9K
Aspen Grove Capital, LLC4,828$223.6K
Granville Capital, Inc.4,803$222.4K
Summit Financial, LLC4,729$219.0K
55 North Private Wealth, LLC4,659$215.8K
Tranquilli Financial Advisor LLC4,621$214.0K
Sym Financial Corp4,597$212.9K
Boston Private Wealth LLC4,595$212.8K
Choate Investment Advisors4,546$210.5K
Titleist Asset Management, LLC4,541$210.3K
Fortress Financial Solutions, LLC4,492$208.0K
Financial Engines Advisors L.L.C.4,486$207.7K
Tiaa Trust, National Association4,480$207.5K
Exencial Wealth Advisors, LLC4,464$206.7K
AlTi Global, Inc.4,437$205.5K
Shelton Capital Management4,435$205.4K
Capital Performance Advisors LLP4,409$204.2K
Itau Unibanco Holding S.A.3,916$181.3K
Cary Street Partners Financial LLC2,403$111.3K
Cary Street Partner Investment Advisory LLC2,109$97.7K
Kohmann Bosshard Financial Services, LLC1,350$62.5K
Virtus ETF Advisers LLC1,608$59.4K
Cape Investment Advisory, Inc.971$45.0K
Flagship Wealth Advisors, LLC700$32.4K
Navalign, LLC688$31.9K
SageView Advisory Group, LLC522$24.2K
United Financial Planning Group LLC244$11.3K
Winch Advisory Services, LLC233$10.8K
Tucker Asset Management LLC195$9.03K
Wealth Watch Advisors, INC152$7.04K
FWL Investment Management, LLC143$6.62K
IFC & Insurance Marketing, Inc.134$6.00K
Quaker Wealth Management, LLC126$5.84K
Copeland Capital Management, LLC126$5.83K
Rakuten Securities, Inc.100$4.63K
Hallmark Capital Management Inc96$4.45K
Elyxium Wealth, LLC76$3.52K
MCF Advisors LLC66$3.06K
Flagship Harbor Advisors, LLC44$2.04K
First Horizon Corp35$1.62K
Horizon Investments, LLC30$1.39K
Harvest Fund Management Co., Ltd34$1.00K
Crewe Advisors LLC17$788
Murphy & Mullick Capital Management Corp2$93

Not filed for Q1 2026 yet (13)

Institutions that held UBS Group AG at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UBS in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc139,105,725$6.42B
Norges Bank104,982,026$4.89B
Transatlantique Private Wealth LLC60,399$2.82M
Global Retirement Partners, LLC15,814$732.3K
Clarius Group, LLC15,199$703.9K
CIBC Private Wealth Group, LLC8,901$413.3K
Edge Financial Advisors LLC4,366$404.3K
Janney Capital Management LLC5,987$277.0K
SG Trading Solutions, LLC5,218$242.0K
Redmont Wealth Advisors LLC475$22.0K
ORG Partners LLC135$6.25K
Stephens Consulting, LLC132$6.11K
Forsta Ap-Fonden668,012$0