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 |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 383 | $15.2K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 400 | $15.6K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 410 | $16.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 411 | $16.1K | 0.00% | −36−8.1% | Reduced |
| Acumen Wealth Advisors, LLC | 429 | $16.8K | 0.00% | −43−9.1% | Reduced |
| SJS Investment Consulting Inc. | 451 | $17.6K | 0.00% | +10+2.3% | Added |
| Lavaca Capital LLC | 460 | $18.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 497 | $19.4K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 509 | $19.5K | 0.01% | −499−49.5% | Reduced |
| Gables Capital Management Inc. | 500 | $19.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 501 | $19.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 509 | $19.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 559 | $21.8K | 0.00% | −685−55.1% | Reduced |
| Clean Yield Group | 591 | $23.1K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 591 | $23.1K | 0.00% | +450+319.1% | Added |
| Private Trust Co NA | 635 | $24.4K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 635 | $24.8K | 0.01% | +635 | New |
| GW&K Investment Management, LLC | 650 | $25.0K | 0.00% | +186+40.1% | Added |
| Addison Advisors LLC | 711 | $27.8K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 715 | $27.9K | 0.00% | +57+8.7% | Added |
| Robinswood Financial LLC | 798 | $31.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 858 | $33.5K | 0.00% | +263+44.2% | Added |
| Prosperity Bancshares Inc | 870 | $34.0K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 906 | $35.4K | 0.01% | +477+111.2% | Added |
| Smithfield Trust Co | 900 | $36.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 963 | $37.6K | 0.00% | +60+6.6% | Added |
| Fairscale Capital, LLC | 969 | $37.9K | 0.03% | 00.0% | Unchanged |
| Bayban | 1,000 | $38.3K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 988 | $38.6K | 0.01% | +215+27.8% | Added |
| McIlrath & Eck, LLC | 991 | $38.7K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $39.1K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,120 | $43.6K | 0.00% | +490+77.8% | Added |
| Ares Financial Consulting, LLC | 1,130 | $44.9K | 0.04% | +1,062+1,561.8% | Added |
| Larson Financial Group LLC | 1,169 | $45.7K | 0.00% | +293+33.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,237 | $48.3K | 0.01% | +1,237 | New |
| Cornerstone Planning Group LLC | 1,143 | $50.4K | 0.01% | +174+18.0% | Added |
| Salomon & Ludwin, LLC | 1,297 | $51.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,354 | $52.9K | 0.00% | +354+35.4% | Added |
| Sound Income Strategies, LLC | 1,378 | $54.8K | 0.00% | +11+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 1,425 | $55.7K | 0.01% | −150−9.5% | Reduced |
| Parkside Financial Bank & Trust | 1,513 | $59.1K | 0.00% | +50+3.4% | Added |
| Bryn Mawr Trust Co | 1,590 | $62.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,611 | $62.9K | 0.00% | +311+23.9% | Added |
| MAI Capital Management | 1,674 | $65.4K | 0.00% | +875+109.5% | Added |
| Berbice Capital Management LLC | 1,700 | $66.4K | 0.04% | +100+6.3% | Added |
| Activest Wealth Management | 2,000 | $76.5K | 0.01% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 2,000 | $78.1K | 0.05% | −6,000−75.0% | Reduced |
| PlanVest Financial, Inc | 2,096 | $81.9K | 0.06% | +2,096 | New |
| Westside Investment Management, Inc. | 2,095 | $82.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,207 | $86.2K | 0.00% | +1,989+912.4% | Added |
| Fifth Third Bancorp | 2,313 | $90.4K | 0.00% | +20+0.9% | Added |
| Bayforest Capital Ltd | 2,503 | $97.8K | 0.11% | −1,005−28.6% | Reduced |
| Opal Wealth Advisors, LLC | 2,506 | $97.9K | 0.02% | +2,506 | New |
| Atlantic Union Bankshares Corp | 2,564 | $100.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,575 | $100.6K | 0.07% | −66−2.5% | Reduced |
| Owl Creek Wealth Partners LLC | 2,612 | $102.1K | 0.04% | +2,612 | New |
| Rosenberg Matthew Hamilton | 2,667 | $104.2K | 0.02% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3,034 | $118.5K | 0.03% | +3,034 | New |
| IFP Advisors, Inc | 3,056 | $119.4K | 0.00% | −1,098−26.4% | Reduced |
| Golden State Wealth Management, LLC | 3,144 | $122.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,175 | $124.0K | 0.01% | +306+10.7% | Added |
| Allianz SE | 3,390 | $129.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3,497 | $136.6K | 0.00% | −331−8.6% | Reduced |
| Rothschild Investment LLC | 3,750 | $146.5K | 0.01% | −1,196−24.2% | Reduced |
| Independence Bank of Kentucky | 4,766 | $182.5K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 4,849 | $189.4K | 0.05% | +379+8.5% | Added |
| Financial Perspectives, Inc | 4,894 | $191.2K | 0.05% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 5,119 | $200.0K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 5,141 | $200.9K | 0.14% | +5,141 | New |
| Massmutual Trust Co FSB | 5,218 | $203.9K | 0.01% | −342−6.2% | Reduced |
| SRS Capital Advisors, Inc. | 5,210 | $205.9K | 0.01% | −2,527−32.7% | Reduced |
| Park National Corp | 5,278 | $206.2K | 0.01% | −3,805−41.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $206.3K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,282 | $206.4K | 0.03% | 00.0% | Unchanged |
| PCM Encore, LLC | 5,282 | $206.4K | 0.04% | +5,282 | New |
| MONECO Advisors, LLC | 5,327 | $208.1K | 0.02% | +44+0.8% | Added |
| Syverson Strege & Co | 5,349 | $209.0K | 0.05% | −392−6.8% | Reduced |
| Advisory Services Network, LLC | 5,364 | $209.6K | 0.00% | +528+10.9% | Added |
| Cozad Asset Management Inc | 5,388 | $210.5K | 0.02% | −742−12.1% | Reduced |
| FLC Capital Advisors | 5,468 | $213.6K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,545 | $216.7K | 0.00% | −12,701−69.6% | Reduced |
| West Family Investments, Inc. | 5,558 | $217.2K | 0.08% | −4,137−42.7% | Reduced |
| Brucke Financial, Inc. | 5,577 | $217.9K | 0.11% | −4,895−46.7% | Reduced |
| Harbour Investments, Inc. | 5,586 | $218.2K | 0.00% | +369+7.1% | Added |
| Ashton Thomas Private Wealth, LLC | 5,594 | $218.6K | 0.01% | −74−1.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,700 | $219.0K | 0.07% | +950+20.0% | Added |
| Jackson Thornton Asset Management, LLC | 5,284 | $219.2K | 0.02% | +5,284 | New |
| Pictet Bank & Trust Ltd | 5,758 | $220.2K | 0.29% | 00.0% | Unchanged |
| Aire Advisors, LLC | 5,647 | $220.6K | 0.04% | +29+0.5% | Added |
| a16z Perennial Management, L.P. | 5,648 | $220.7K | 0.02% | −511−8.3% | Reduced |
| Integrity Financial Corp | 5,655 | $220.9K | 0.11% | +5,655 | New |
| SCS Capital Management LLC | 5,831 | $227.8K | 0.00% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,838 | $228.1K | 0.01% | +5,838 | New |
| 111 Capital | 6,018 | $231.4K | 0.06% | +6,018 | New |
| Integrated Investment Consultants, LLC | 5,981 | $233.7K | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,021 | $235.2K | 0.00% | −140−2.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 6,044 | $236.1K | 0.10% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 6,047 | $236.3K | 0.00% | +171+2.9% | Added |
| Sunpointe, LLC | 6,144 | $240.0K | 0.08% | −20−0.3% | Reduced |
| Granite Group Advisors, LLC | 6,104 | $241.5K | 0.15% | 00.0% | Unchanged |