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 |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | 6,214 | $242.8K | 0.02% | +226+3.8% | Added |
| Angeles Wealth Management, LLC | 6,241 | $243.8K | 0.01% | +6,241 | New |
| Hilltop Holdings Inc. | 6,360 | $244.5K | 0.02% | −3,130−33.0% | Reduced |
| Athena Wealth Management, LLC | 6,264 | $244.7K | 0.20% | +6,264 | New |
| Simmons Bank | 6,399 | $250.0K | 0.02% | −2,168−25.3% | Reduced |
| SBI Securities Co., Ltd. | 6,399 | $250.0K | 0.01% | +119+1.9% | Added |
| Collaborative Fund Advisors, LLC | 6,441 | $251.7K | 0.16% | +6,441 | New |
| First City Capital Management, Inc. | 6,464 | $252.5K | 0.13% | −5−0.1% | Reduced |
| Wealthspire Advisors, LLC | 6,476 | $253.0K | 0.00% | −9,005−58.2% | Reduced |
| Centurion Wealth Management LLC | 6,500 | $254.0K | 0.06% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,502 | $254.0K | 0.00% | −5,992−48.0% | Reduced |
| Seven Mile Advisory | 6,737 | $263.2K | 0.19% | +303+4.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,997 | $267.6K | 0.00% | +1,859+36.2% | Added |
| BTG Pactual Asset Management US LLC | 6,972 | $268.0K | 0.03% | +6,972 | New |
| Brown Financial Advisors | 6,981 | $272.7K | 0.10% | +6,981 | New |
| Columbia Asset Management | 6,998 | $273.4K | 0.05% | +62+0.9% | Added |
| NewEdge Wealth, LLC | 7,023 | $274.4K | 0.00% | −7,332−51.1% | Reduced |
| Brighton Jones LLC | 7,053 | $275.5K | 0.01% | +7,053 | New |
| Zhang Financial LLC | 7,061 | $275.9K | 0.01% | −212−2.9% | Reduced |
| New Republic Capital, LLC | 7,151 | $279.4K | 0.09% | −4,065−36.2% | Reduced |
| Cromwell Holdings LLC | 7,242 | $282.9K | 0.16% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,273 | $284.1K | 0.00% | −104−1.4% | Reduced |
| Westover Capital Advisors, LLC | 7,300 | $285.2K | 0.05% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 7,316 | $285.8K | 0.02% | +820+12.6% | Added |
| Mattson Financial Services, LLC | 7,404 | $289.3K | 0.07% | +7,404 | New |
| Traveka Wealth, LLC | 7,500 | $293.0K | 0.11% | −78−1.0% | Reduced |
| Evolve Private Wealth, LLC | 7,661 | $299.3K | 0.02% | −485−6.0% | Reduced |
| Principal Street Partners, LLC | 7,694 | $300.6K | 0.05% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 7,765 | $303.4K | 0.00% | −9,786−55.8% | Reduced |
| Evoke Wealth, LLC | 7,806 | $305.0K | 0.01% | +943+13.7% | Added |
| Kestra Advisory Services, LLC | 7,883 | $308.0K | 0.00% | −3,873−32.9% | Reduced |
| Investors Research Corp | 8,036 | $314.0K | 0.06% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 8,208 | $315.1K | 0.72% | +8,208 | New |
| Pensionmark Financial Group, LLC | 8,136 | $317.9K | 0.01% | −232−2.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 8,166 | $319.0K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,250 | $322.3K | 0.01% | +699+9.3% | Added |
| Storgate, LLC | 8,254 | $322.5K | 0.25% | +8,254 | New |
| Brown Advisory Inc | 8,294 | $324.0K | 0.00% | +8,294 | New |
| PUREfi Wealth, LLC | 8,364 | $326.8K | 0.21% | +1,424+20.5% | Added |
| Werba Rubin Papier Wealth Management | 8,442 | $329.8K | 0.05% | +159+1.9% | Added |
| EJMK Ventures LLC | 8,455 | $330.3K | 0.18% | −2,943−25.8% | Reduced |
| Ellevest, Inc. | 8,464 | $330.7K | 0.05% | +8,464 | New |
| Blair William & Co | 8,597 | $335.9K | 0.00% | −1,667−16.2% | Reduced |
| Five Oceans Advisors | 8,767 | $342.5K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 8,772 | $342.7K | 0.04% | +2,540+40.8% | Added |
| Focused Alpha, LLC | 8,773 | $342.8K | 0.11% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 8,780 | $348.9K | 0.08% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 8,933 | $349.0K | 0.00% | +487+5.8% | Added |
| Aaron Wealth Advisors | 8,938 | $349.2K | 0.02% | +8,938 | New |
| Fiduciary Trust Co | 9,037 | $353.1K | 0.00% | −77−0.8% | Reduced |
| Allworth Financial LP | 9,085 | $354.9K | 0.00% | +953+11.7% | Added |
| Anchyra Partners LLC | 9,090 | $355.1K | 0.11% | +294+3.3% | Added |
| Valeo Financial Advisors, LLC | 9,121 | $356.4K | 0.01% | −7,665−45.7% | Reduced |
| Empower Advisory Group, LLC | 9,122 | $356.4K | 0.00% | +618+7.3% | Added |
| Mather Group, LLC. | 9,175 | $358.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,200 | $359.0K | 0.00% | +9,200 | New |
| Frec Markets, Inc. | 9,318 | $364.1K | 0.06% | +1,809+24.1% | Added |
| J.Safra Asset Management Corp | 9,340 | $364.9K | 0.02% | +9,340 | New |
| Commerce Bank | 9,682 | $378.3K | 0.00% | +739+8.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,703 | $379.1K | 0.01% | +3,085+46.6% | Added |
| Lido Advisors, LLC | 9,727 | $380.1K | 0.00% | +1,142+13.3% | Added |
| Traphagen Investment Advisors LLC | 9,745 | $380.7K | 0.03% | +9,745 | New |
| Gallacher Capital Management LLC | 9,772 | $381.8K | 0.15% | −5,178−34.6% | Reduced |
| Diversify Wealth Management, LLC | 9,077 | $387.8K | 0.01% | +9,077 | New |
| Wedmont Private Capital | 9,433 | $390.0K | 0.01% | −487−4.9% | Reduced |
| Credit Capital Investments LLC | 10,000 | $390.7K | 0.35% | −5,000−33.3% | Reduced |
| Roundview Capital LLC | 10,062 | $393.1K | 0.02% | −1,000−9.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 10,126 | $395.6K | 0.00% | +27+0.3% | Added |
| National Asset Management, Inc. | 10,793 | $395.8K | 0.03% | −2,871−21.0% | Reduced |
| Optas, LLC | 10,197 | $398.4K | 0.06% | −6−0.1% | Reduced |
| Indivisible Partners | 10,408 | $406.6K | 0.04% | −231−2.2% | Reduced |
| British Columbia Investment Management Corp | 10,609 | $407.8K | 0.00% | −8,986−45.9% | Reduced |
| M.E. Allison & Co., Inc. | 10,560 | $412.6K | 0.27% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 10,676 | $417.1K | 0.01% | +810+8.2% | Added |
| NBC Securities, Inc. | 10,748 | $419.9K | 0.03% | −2,462−18.6% | Reduced |
| D'Orazio & Associates, Inc. | 10,784 | $421.3K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,831 | $423.2K | 0.00% | +112+1.0% | Added |
| Stephens Inc | 10,848 | $423.8K | 0.01% | −1,291−10.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,912 | $426.3K | 0.00% | +78+0.7% | Added |
| Ninety One SA (PTY) Ltd | 11,272 | $431.1K | 0.02% | −1,244−9.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 11,116 | $434.3K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 11,143 | $435.4K | 0.01% | −276−2.4% | Reduced |
| CWM, LLC | 11,249 | $439.5K | 0.00% | +1,668+17.4% | Added |
| Studio Investment Management LLC | 11,484 | $448.7K | 0.08% | −28−0.2% | Reduced |
| Drive Wealth Management, LLC | 11,553 | $451.4K | 0.10% | −1,047−8.3% | Reduced |
| Root Financial Partners, LLC | 11,583 | $452.5K | 0.02% | −4,604−28.4% | Reduced |
| Seed Wealth Management, Inc. | 11,695 | $456.9K | 0.31% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 11,718 | $457.8K | 0.20% | 00.0% | Unchanged |
| Ossiam | 12,060 | $461.2K | 0.01% | −59,461−83.1% | Reduced |
| My Portfolio Guide, LLC | 11,877 | $464.0K | 0.26% | +11,877 | New |
| First National Bank of Hutchinson | 11,890 | $464.5K | 0.30% | −2,900−19.6% | Reduced |
| Corient IA LLC | 11,890 | $464.5K | 0.44% | 00.0% | Unchanged |
| Leuthold Group, LLC | 11,983 | $468.2K | 0.05% | −358−2.9% | Reduced |
| FDx Advisors, Inc. | 12,031 | $470.0K | 0.15% | +12,031 | New |
| Evelyn Partners Investment Management Services Ltd | 12,109 | $473.3K | 0.06% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 12,146 | $474.6K | 0.03% | +781+6.9% | Added |
| Spire Wealth Management | 12,270 | $479.4K | 0.02% | −7−0.1% | Reduced |
| Nilsine Partners, LLC | 11,553 | $487.2K | 0.04% | +11,553 | New |
| Smartleaf Asset Management LLC | 13,286 | $487.2K | 0.02% | +1,632+14.0% | Added |
| Sciencast Management LP | 12,531 | $489.6K | 0.06% | +12,531 | New |