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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 12,589 | $491.9K | 0.02% | +12,589 | New |
| Quinn Opportunity Partners LLC | 12,617 | $492.9K | 0.03% | 00.0% | Unchanged |
| Vigil Wealth Management, LLC | 12,700 | $496.2K | 0.40% | +12,700 | New |
| Northside Capital Management, LLC | 12,823 | $501.0K | 0.04% | −12,832−50.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 12,955 | $506.2K | 0.08% | −2,523−16.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,031 | $509.1K | 0.05% | +521+4.2% | Added |
| Oppenheimer Asset Management Inc. | 13,293 | $519.4K | 0.01% | −1,758−11.7% | Reduced |
| Summit Global Investments | 13,464 | $526.0K | 0.03% | +7,199+114.9% | Added |
| Beacon Pointe Advisors, LLC | 13,506 | $527.7K | 0.00% | +13,506 | New |
| Trust Point Inc. | 13,638 | $532.8K | 0.05% | +2,218+19.4% | Added |
| swisspartners Advisors Ltd | 14,000 | $535.3K | 0.34% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 13,924 | $544.0K | 0.00% | +366+2.7% | Added |
| Legacy Financial Advisors, Inc. | 14,222 | $555.7K | 0.08% | +638+4.7% | Added |
| Davenport & Co LLC | 14,243 | $556.5K | 0.00% | +814+6.1% | Added |
| Sage Rhino Capital LLC | 14,244 | $556.5K | 0.10% | +30+0.2% | Added |
| Bridgewater Advisors Inc. | 12,033 | $556.9K | 0.03% | −2,172−15.3% | Reduced |
| Sivia Capital Partners, LLC | 14,868 | $580.9K | 0.11% | −7,338−33.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 18,438 | $581.2K | 0.07% | +18,438 | New |
| Klingenstein Fields & Co LP | 14,930 | $583.3K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,993 | $585.8K | 0.01% | −891−5.6% | Reduced |
| Sagespring Wealth Partners, LLC | 15,040 | $587.6K | 0.01% | −853−5.4% | Reduced |
| Janney Montgomery Scott LLC | 15,056 | $588.0K | 0.00% | +5,257+53.6% | Added |
| Liberty One Investment Management, LLC | 15,872 | $620.1K | 0.06% | +1,372+9.5% | Added |
| New Vernon Capital Holdings II LLC | 16,086 | $628.5K | 0.46% | −2,541−13.6% | Reduced |
| XY Capital Ltd | 16,150 | $631.0K | 0.69% | +16,150 | New |
| Citizens Financial Group Inc | 16,230 | $634.1K | 0.01% | −2,645−14.0% | Reduced |
| American Trust Investment Advisors, LLC | 16,260 | $635.3K | 0.35% | +4,965+44.0% | Added |
| Parallel Advisors, LLC | 16,278 | $636.0K | 0.01% | +632+4.0% | Added |
| Warren Averett Asset Management, LLC | 16,290 | $636.5K | 0.00% | −58−0.4% | Reduced |
| Basecamp Wealth Advisors LLC | 16,352 | $638.9K | 0.13% | −10.0% | Reduced |
| Sax Wealth Advisors, LLC | 13,990 | $647.9K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 16,597 | $648.4K | 0.00% | +3,011+22.2% | Added |
| HB Wealth Management, LLC | 16,630 | $649.7K | 0.00% | +1,953+13.3% | Added |
| Resources Investment Advisors, LLC. | 16,861 | $658.8K | 0.01% | −283−1.7% | Reduced |
| Impact Capital Partners LLC | 16,983 | $663.5K | 0.20% | +230+1.4% | Added |
| Concurrent Investment Advisors, LLC | 16,987 | $663.6K | 0.01% | +1,904+12.6% | Added |
| Viking Fund Management LLC | 17,000 | $664.2K | 0.07% | +17,000 | New |
| Dorsey & Whitney Trust CO LLC | 17,215 | $672.6K | 0.04% | +1,684+10.8% | Added |
| Ascent Group, LLC | 17,237 | $673.4K | 0.02% | +869+5.3% | Added |
| Climber Capital SA | 17,618 | $677.1K | 0.44% | +17,618 | New |
| Net Worth Advisory Group | 17,464 | $682.3K | 0.14% | −431−2.4% | Reduced |
| Fred Alger Management, LLC | 18,087 | $706.7K | 0.00% | −1,448−7.4% | Reduced |
| CenterStar Asset Management, LLC | 18,289 | $714.3K | 0.69% | +18,289 | New |
| Verition Fund Management LLC | 18,328 | $716.1K | 0.01% | +18,328 | New |
| Pavaki Capital Management LLC | 19,000 | $730.4K | 0.51% | +19,000 | New |
| PDS Planning, Inc | 18,944 | $740.1K | 0.05% | +422+2.3% | Added |
| Personal Cfo Solutions, LLC | 19,222 | $751.0K | 0.11% | +174+0.9% | Added |
| Cresset Asset Management, LLC | 19,290 | $753.2K | 0.00% | +5,201+36.9% | Added |
| SkyView Investment Advisors, LLC | 19,431 | $759.0K | 0.10% | +99+0.5% | Added |
| Flputnam Investment Management Co | 19,462 | $760.4K | 0.01% | +12,625+184.7% | Added |
| Venturi Wealth Management, LLC | 19,502 | $761.9K | 0.03% | +7,427+61.5% | Added |
| Centennial Bank | 19,927 | $762.9K | 0.27% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19,605 | $766.0K | 0.02% | +6,105+45.2% | Added |
| Rehmann Capital Advisory Group | 19,902 | $777.6K | 0.04% | +243+1.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,945 | $779.3K | 0.02% | +40+0.2% | Added |
| Atlas Capital Advisors LLC | 20,702 | $808.8K | 0.09% | −5,599−21.3% | Reduced |
| Kestra Private Wealth Services, LLC | 20,951 | $818.6K | 0.01% | −605−2.8% | Reduced |
| Massachusetts Wealth Management | 21,080 | $823.6K | 0.36% | 00.0% | Unchanged |
| Syon Capital LLC | 21,247 | $830.1K | 0.04% | −712−3.2% | Reduced |
| Gryphon Financial Partners LLC | 21,446 | $837.9K | 0.09% | +1,941+10.0% | Added |
| United Capital Financial Advisers, LLC | 21,976 | $858.6K | 0.01% | −429−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,000 | $860.0K | 0.00% | +647+3.0% | Added |
| Versant Capital Management, Inc | 22,132 | $864.7K | 0.09% | +3,924+21.6% | Added |
| Intesa Sanpaolo Wealth Management | 22,536 | $866.1K | 0.21% | +3,152+16.3% | Added |
| Tower Research Capital LLC (TRC) | 22,235 | $868.7K | 0.02% | +22,200+63,428.6% | Added |
| Solstein Capital, LLC | 22,647 | $870.4K | 0.36% | 00.0% | Unchanged |
| Chicago Trust Co NA | 22,337 | $872.7K | 0.14% | −603−2.6% | Reduced |
| Qtron Investments LLC | 23,088 | $883.0K | 0.12% | −22,925−49.8% | Reduced |
| Main Street Financial Solutions, LLC | 22,795 | $890.6K | 0.07% | −121−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 23,592 | $921.7K | 0.05% | −2,100−8.2% | Reduced |
| Ronald Blue Trust, Inc. | 23,858 | $932.1K | 0.01% | −716−2.9% | Reduced |
| Catalytic Wealth RIA, LLC | 23,946 | $933.3K | 0.04% | +14,829+162.7% | Added |
| Parallax Volatility Advisers, L.P. | 22,107 | $955.7K | 0.04% | +22,107 | New |
| Pinnacle Associates Ltd | 24,478 | $956.4K | 0.01% | −6,154−20.1% | Reduced |
| Checchi Capital Advisers, LLC | 24,571 | $960.0K | 0.07% | +705+3.0% | Added |
| Connable Office Inc | 25,143 | $982.3K | 0.10% | −266−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 25,592 | $999.8K | 0.00% | +873+3.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 25,629 | $1.00M | 0.15% | +5,973+30.4% | Added |
| Themes Management Co LLC | 25,660 | $1.00M | 0.62% | +5,349+26.3% | Added |
| Henshaw Capital LLC | 25,815 | $1.01M | 0.04% | −7,452−22.4% | Reduced |
| Fox Run Management, L.L.C. | 27,520 | $1.01M | 0.18% | +27,520 | New |
| GeoWealth Management, LLC | 25,874 | $1.01M | 0.04% | +14,605+129.6% | Added |
| Private Advisor Group, LLC | 26,220 | $1.02M | 0.00% | +821+3.2% | Added |
| Keybank National Association | 27,118 | $1.06M | 0.00% | +12,655+87.5% | Added |
| Evergreen Capital Management LLC | 27,325 | $1.07M | 0.02% | −13,983−33.9% | Reduced |
| Future Fund LLC | 27,430 | $1.07M | 0.38% | +177+0.6% | Added |
| U S Global Investors Inc | 27,800 | $1.09M | 0.13% | +3,300+13.5% | Added |
| Farther Finance Advisors, LLC | 27,484 | $1.09M | 0.01% | −4,065−12.9% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 28,866 | $1.11M | 0.06% | +28,866 | New |
| Coldstream Capital Management Inc | 28,492 | $1.11M | 0.01% | −1,588−5.3% | Reduced |
| Evelyn Partners Investment Management LLP | 28,866 | $1.13M | 0.03% | −139−0.5% | Reduced |
| Skopos Labs, Inc. | 29,114 | $1.14M | 0.04% | +7,600+35.3% | Added |
| Bailard, Inc. | 30,281 | $1.18M | 0.03% | −876−2.8% | Reduced |
| Greenleaf Trust | 31,046 | $1.21M | 0.01% | −17,685−36.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 31,469 | $1.23M | 0.01% | −228−0.7% | Reduced |
| Legacy Capital Group California, Inc. | 31,802 | $1.24M | 0.47% | −7,669−19.4% | Reduced |
| Barometer Capital Management Inc. | 32,800 | $1.25M | 0.43% | +32,800 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 31,982 | $1.25M | 0.00% | +31,982 | New |
| Summit Trail Advisors, LLC | 33,025 | $1.29M | 0.02% | +28,536+635.7% | Added |
| Gabelli Funds LLC | 33,750 | $1.32M | 0.01% | −600−1.7% | Reduced |