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Livermore
ZHEN

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.

Institutional holdersQ1 2026: 689 institutions
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 766 institutions
Value heldQ1 2026: $44.5B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026766$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$18.5B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q4 2025.

Institutions holding UBS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd8$00.00%00.0%Unchanged
Kingdom Financial Group LLC.1$270.00%00.0%Unchanged
Lloyd Advisory Services, LLC.1$270.00%+1New
Toth Financial Advisory Corp3$1180.00%00.0%Unchanged
Midwest Capital Advisors, LLC4$1560.00%+4New
Monetary Solutions, Ltd8$3130.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.9$3520.00%+9New
Kilter Group LLC10$3910.00%−4−28.6%Reduced
Nemes Rush Group LLC11$4300.00%−9−45.0%Reduced
Beacon Investment Advisory Services, Inc.13$5080.00%+13New
Central Trust Co20$7820.00%−3−13.0%Reduced
Caitlin John, LLC27$1.05K0.00%00.0%Unchanged
TD Capital Management LLC29$1.13K0.00%00.0%Unchanged
Asset Dedication, LLC31$1.21K0.00%+31New
Stone House Investment Management, LLC32$1.25K0.00%−79−71.2%Reduced
Brown, Lisle/Cummings, Inc.35$1.37K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC35$1.37K0.00%+35New
Southern Michigan Bank & Trust39$1.44K0.00%+39New
Armstrong Advisory Group, Inc38$1.49K0.00%00.0%Unchanged
Advocate Investing Services LLC40$1.56K0.00%00.0%Unchanged
Dogwood Wealth Management LLC41$1.60K0.00%+41New
Sankala Group LLC44$1.63K0.00%00.0%Unchanged
St Germain D J Co Inc46$1.80K0.00%00.0%Unchanged
SWAN Capital LLC48$1.88K0.00%00.0%Unchanged
Avion Wealth65$2.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners52$2.00K0.00%00.0%Unchanged
Federated Hermes, Inc.54$2.11K0.00%−39−41.9%Reduced
Bogart Wealth, LLC55$2.15K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC56$2.19K0.00%+56New
Basepoint Wealth LLC56$2.21K0.00%00.0%Unchanged
Burk Holdings LLC59$2.31K0.00%+59New
Golden State Equity Partners60$2.34K0.00%+60New
Kayne Anderson Rudnick Investment Management LLC65$2.54K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.67$2.62K0.00%+67New
Strategic Wealth Partners, Ltd.69$2.70K0.00%00.0%Unchanged
Intentional Wealth Strategies, LLC70$2.73K0.00%+70New
Fortitude Family Office, LLC74$2.89K0.00%00.0%Unchanged
IMA Wealth, Inc.81$3.16K0.00%−9−10.0%Reduced
Trifecta Capital Advisors, LLC96$3.75K0.00%00.0%Unchanged
First Command Advisory Services, Inc.98$3.80K0.00%+62+172.2%Added
Key Capital Management, INC103$4.02K0.00%+103New
Kozak & Associates, Inc.96$4.09K0.00%00.0%Unchanged
Bank of Jackson Hole Trust100$4.14K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.108$4.22K0.00%−30−21.7%Reduced
Grove Bank & Trust108$4.22K0.00%+16+17.4%Added
First Pacific Financial112$4.38K0.00%00.0%Unchanged
Rossby Financial, LCC111$4.41K0.00%+94+552.9%Added
Cassaday & Co Wealth Management LLC117$4.57K0.00%+117New
Godfrey Financial Associates, Inc.118$4.61K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC120$4.69K0.00%00.0%Unchanged
Dunhill Financial, LLC123$4.75K0.00%+123New
JPL Wealth Management, LLC123$4.81K0.00%+123New
Bravera Wealth132$5.05K0.00%−14−9.6%Reduced
Essential Partners LLC131$5.12K0.00%+131New
Harbor Asset Planning, Inc.133$5.20K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC136$5.31K0.00%00.0%Unchanged
Benson Wealth Management INC137$5.35K0.01%+137New
CVA Family Office, LLC138$5.39K0.00%00.0%Unchanged
North Star Investment Management Corp.141$5.51K0.00%+32+29.4%Added
Harbor Investment Advisory, LLC146$5.70K0.00%00.0%Unchanged
Manning & Napier Advisors LLC160$5.87K0.00%−15−8.6%Reduced
Sunbelt Securities, Inc.151$5.90K0.00%00.0%Unchanged
LRI Investments, LLC160$6.25K0.00%+26+19.4%Added
Signature Equity Partners, LLC162$6.33K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC175$6.84K0.00%00.0%Unchanged
Penserra Capital Management LLC189$7.00K0.00%−3−1.6%Reduced
Abound Wealth Management180$7.03K0.00%−61−25.3%Reduced
Arlington Trust Co LLC180$7.03K0.00%+180New
Manchester Capital Management LLC186$7.27K0.00%00.0%Unchanged
Albion Financial Group188$7.35K0.00%00.0%Unchanged
UMA Financial Services, Inc.190$7.42K0.00%+27+16.6%Added
Westend Capital Management, LLC191$7.46K0.00%−8−4.0%Reduced
Frazier Financial Advisors, LLC192$7.50K0.00%+9+4.9%Added
MPWM Advisory Solutions, LLC200$7.81K0.00%00.0%Unchanged
American Capital Advisory, LLC203$7.93K0.00%+150+283.0%Added
Bare Financial Services, Inc205$8.01K0.00%+121+144.0%Added
Roxbury Financial LLC205$8.02K0.01%00.0%Unchanged
Cornerstone Financial Management LLC209$8.17K0.01%+11+5.6%Added
True Link Financial Advisors, LLC216$8.44K0.00%+216New
Pinnacle Bancorp, Inc.224$8.58K0.00%−57−20.3%Reduced
Paradigm Asset Management Co LLC224$8.75K0.00%00.0%Unchanged
Bell Investment Advisors, Inc226$8.83K0.00%−165−42.2%Reduced
Principia Wealth Advisory, LLC229$8.95K0.01%+44+23.8%Added
Montag A & Associates Inc237$9.26K0.00%−64−21.3%Reduced
Retirement Wealth Solutions LLC239$9.34K0.01%+4+1.7%Added
Main Street Group, LTD242$9.46K0.00%+242New
Financial Consulate, Inc254$9.92K0.00%−64−20.1%Reduced
Salem Investment Counselors Inc277$10.8K0.00%+277New
AdvisorNet Financial, Inc279$10.9K0.00%00.0%Unchanged
CX Institutional288$11.0K0.00%+64+28.6%Added
Raffa Wealth Management, LLC304$11.9K0.00%−72−19.1%Reduced
Sterling Capital Management LLC314$12.3K0.00%−1−0.3%Reduced
RWM Asset Management, LLC315$12.3K0.00%+315New
Financial Management Professionals, Inc.328$12.8K0.00%−46−12.3%Reduced
Hanson & Doremus Investment Management339$13.0K0.00%00.0%Unchanged
Sofos Investments, Inc.340$13.3K0.00%+339+33,900.0%Added
Truvestments Capital LLC348$13.6K0.00%+342+5,700.0%Added
Highline Wealth Partners LLC360$14.1K0.00%−219−37.8%Reduced
Innovative Asset Advisors Group, LLC360$14.1K0.01%+360New
Triumph Capital Management373$14.6K0.00%−66−15.0%Reduced