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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 33,999 | $1.33M | 0.04% | −1,143−3.3% | Reduced |
| Morningstar Investment Management LLC | 34,188 | $1.33M | 0.08% | +4,334+14.5% | Added |
| National Bank of Canada | 33,751 | $1.34M | 0.00% | −3,548,050−99.1% | Reduced |
| CAPROCK Group, Inc. | 34,308 | $1.34M | 0.03% | +5,086+17.4% | Added |
| Atria Investments LLC | 34,683 | $1.36M | 0.02% | −6,402−15.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 35,230 | $1.38M | 0.02% | +35,230 | New |
| Advisor Group Holdings, Inc. | 35,698 | $1.39M | 0.00% | +3,900+12.3% | Added |
| Factory Mutual Insurance Co | 36,545 | $1.43M | 0.02% | −50,000−57.8% | Reduced |
| Kathmere Capital Management, LLC | 36,805 | $1.44M | 0.09% | +1,635+4.6% | Added |
| Kovitz Investment Group Partners, LLC | 36,814 | $1.44M | 0.03% | +1,460+4.1% | Added |
| Baker Ellis Asset Management LLC | 37,250 | $1.46M | 0.17% | +100+0.3% | Added |
| Aquatic Capital Management LLC | 37,276 | $1.46M | 0.04% | +37,276 | New |
| Abacus Wealth Partners, LLC | 37,369 | $1.46M | 0.13% | −7,167−16.1% | Reduced |
| Havemeyer Place LP | 39,216 | $1.53M | 0.18% | +15,791+67.4% | Added |
| Ballentine Partners, LLC | 39,296 | $1.54M | 0.02% | +643+1.7% | Added |
| Rhumbline Advisers | 39,597 | $1.55M | 0.00% | −623−1.5% | Reduced |
| Brown Brothers Harriman & Co | 40,104 | $1.57M | 0.01% | +23,393+140.0% | Added |
| Winning Points Advisors, LLC | 39,725 | $1.57M | 1.57% | −55−0.1% | Reduced |
| Cullinan Associates Inc | 40,407 | $1.58M | 0.13% | +11,407+39.3% | Added |
| Atomi Financial Group, Inc. | 41,095 | $1.61M | 0.05% | −537−1.3% | Reduced |
| Sanctuary Advisors, LLC | 42,271 | $1.65M | 0.01% | −763−1.8% | Reduced |
| Commonwealth Equity Services, LLC | 42,534 | $1.66M | 0.00% | +7,417+21.1% | Added |
| Allspring Global Investments Holdings, LLC | 45,238 | $1.74M | 0.00% | +45,238 | New |
| Clearstead Advisors, LLC | 45,249 | $1.77M | 0.02% | +29,678+190.6% | Added |
| Advisors Asset Management, Inc. | 45,318 | $1.77M | 0.03% | −2,277−4.8% | Reduced |
| XTX Topco Ltd | 45,515 | $1.78M | 0.03% | +45,515 | New |
| Yousif Capital Management, LLC | 45,665 | $1.78M | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 46,698 | $1.82M | 0.01% | −20,963−31.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 47,087 | $1.86M | 0.00% | −85,103−64.4% | Reduced |
| GWM Advisors LLC | 47,677 | $1.86M | 0.01% | −16,243−25.4% | Reduced |
| Truist Financial Corp | 49,018 | $1.92M | 0.00% | +9,654+24.5% | Added |
| Cim, LLC | 50,095 | $1.96M | 0.28% | +332+0.7% | Added |
| Rockefeller Capital Management L.P. | 50,106 | $1.96M | 0.00% | +17,223+52.4% | Added |
| Hantz Financial Services, Inc. | 51,008 | $1.99M | 0.03% | −14,133−21.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 51,200 | $2.00M | 0.81% | −549−1.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 52,568 | $2.05M | 0.50% | −2,036−3.7% | Reduced |
| Marex Group plc | 53,085 | $2.07M | 0.02% | +1,670+3.2% | Added |
| Cigna Investments Inc | 56,287 | $2.15M | 0.33% | −164−0.3% | Reduced |
| Bellecapital International Ltd. | 56,150 | $2.15M | 0.39% | +56,150 | New |
| South Shore Capital Advisors | 56,737 | $2.17M | 1.59% | +56,737 | New |
| Colony Group, LLC | 55,049 | $2.18M | 0.00% | +3,762+7.3% | Added |
| Sequoia Financial Advisors, LLC | 56,831 | $2.22M | 0.01% | +19,272+51.3% | Added |
| Vise Technologies, Inc. | 48,911 | $2.27M | 0.04% | 00.0% | Unchanged |
| Opal Capital LLC | 58,794 | $2.30M | 0.41% | −23,482−28.5% | Reduced |
| TrueMark Investments, LLC | 58,794 | $2.30M | 0.45% | −22,998−28.1% | Reduced |
| Orca Wealth Management, LLC | 59,800 | $2.34M | 1.66% | −338−0.6% | Reduced |
| Jefferies Financial Group Inc. | 60,840 | $2.35M | 0.03% | −148,509−70.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 60,960 | $2.38M | 0.38% | −525−0.9% | Reduced |
| HSBC Holdings PLC | 62,889 | $2.44M | 0.00% | +57,685+1,108.5% | Added |
| Altman Advisors, Inc. | 63,194 | $2.47M | 1.02% | −6,770−9.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 64,462 | $2.52M | 1.38% | +183+0.3% | Added |
| Groupe la Francaise | 66,548 | $2.55M | 0.04% | −19,867−23.0% | Reduced |
| Mitchell Capital Management Co | 67,377 | $2.63M | 0.48% | −28,141−29.5% | Reduced |
| IMC-Chicago, LLC | 67,609 | $2.64M | 0.04% | +67,609 | New |
| RSM US Wealth Management LLC | 69,065 | $2.70M | 0.03% | −521−0.7% | Reduced |
| Banque Transatlantique SA | 70,235 | $2.70M | 0.06% | +65,388+1,349.0% | Added |
| Integrated Wealth Concepts LLC | 69,282 | $2.71M | 0.02% | +64,465+1,338.3% | Added |
| Schonfeld Strategic Advisors LLC | 69,370 | $2.71M | 0.02% | +39,944+135.7% | Added |
| Ieq Capital, LLC | 69,672 | $2.72M | 0.01% | +17,260+32.9% | Added |
| Alaethes Wealth LLC | 69,843 | $2.73M | 0.79% | +117+0.2% | Added |
| Advisors Capital Management, LLC | 69,956 | $2.73M | 0.03% | +4,993+7.7% | Added |
| Stamos Capital Partners, L.P. | 70,376 | $2.75M | 0.43% | +23,697+50.8% | Added |
| Cloverfields Capital Group, LP | 72,127 | $2.82M | 0.91% | +373+0.5% | Added |
| Permanent Capital Management, LP | 64,477 | $2.83M | 0.44% | −2,993−4.4% | Reduced |
| BTC Capital Management, Inc. | 72,621 | $2.84M | 0.19% | +15,052+26.1% | Added |
| Vident Advisory, LLC | 72,782 | $2.84M | 0.02% | +3,229+4.6% | Added |
| Credit Industriel Et Commercial | 74,087 | $2.85M | 0.45% | +58,159+365.1% | Added |
| ARGA Investment Management, LP | 75,301 | $2.89M | 0.10% | −17,915−19.2% | Reduced |
| Equitable Trust Co | 75,009 | $2.93M | 0.14% | +1,371+1.9% | Added |
| Group One Trading, L.P. | 75,092 | $2.93M | 0.10% | +5,018+7.2% | Added |
| HRT Financial LP | 75,306 | $2.94M | 0.01% | +61,738+455.0% | Added |
| Glenmede Trust Co NA | 75,651 | $2.96M | 0.01% | −200−0.3% | Reduced |
| Ethic Inc. | 76,099 | $2.97M | 0.05% | +31,708+71.4% | Added |
| Old Mission Capital LLC | 74,367 | $3.04M | 0.07% | +74,367 | New |
| Landesbank Baden-Wuerttemberg | 79,900 | $3.07M | 0.63% | +9,460+13.4% | Added |
| Signaturefd, LLC | 79,895 | $3.12M | 0.05% | +82+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 80,207 | $3.13M | 0.00% | +9,665+13.7% | Added |
| Price T Rowe Associates Inc | 80,255 | $3.14M | 0.00% | +80,255 | New |
| Bleakley Financial Group, LLC | 80,450 | $3.14M | 0.05% | +16,210+25.2% | Added |
| Walleye Trading LLC | 81,498 | $3.18M | 0.07% | +53,986+196.2% | Added |
| Highland Capital Management, LLC | 83,961 | $3.28M | 0.17% | −300−0.4% | Reduced |
| Independent Advisor Alliance | 84,676 | $3.31M | 0.04% | −1,556−1.8% | Reduced |
| Metis Global Partners, LLC | 86,461 | $3.31M | 0.08% | −11,423−11.7% | Reduced |
| CenterBook Partners LP | 86,515 | $3.38M | 0.18% | +86,515 | New |
| Karl Kapital LLC | 88,866 | $3.47M | 2.41% | +88,866 | New |
| CI Private Wealth, LLC | 110,065 | $3.48M | 0.00% | −455−0.4% | Reduced |
| MML Investors Services, LLC | 94,882 | $3.71M | 0.01% | −17,646−15.7% | Reduced |
| Pictet & Cie (Europe) SA | 98,734 | $3.78M | 0.08% | +2,620+2.7% | Added |
| Mercer Global Advisors Inc | 97,508 | $3.81M | 0.01% | −1,892−1.9% | Reduced |
| Assetmark, Inc | 102,252 | $4.00M | 0.01% | +24,248+31.1% | Added |
| Plato Investment Management Ltd | 108,726 | $4.16M | 0.28% | −12,194−10.1% | Reduced |
| Quadrant Capital Group LLC | 108,930 | $4.26M | 0.13% | +1,380+1.3% | Added |
| Timber Creek Capital Management LLC | 109,157 | $4.26M | 1.03% | −4,226−3.7% | Reduced |
| US Bancorp | 110,833 | $4.33M | 0.01% | +5,659+5.4% | Added |
| Ensign Peak Advisors, Inc | 115,794 | $4.43M | 0.01% | −24,300−17.3% | Reduced |
| Bessemer Group Inc | 114,202 | $4.46M | 0.01% | +53,621+88.5% | Added |
| Platinum Investment Management Ltd | 117,507 | $4.50M | 1.13% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 116,827 | $4.56M | 0.04% | −3,835−3.2% | Reduced |
| Simplex Trading, LLC | 122,318 | $4.78M | 0.15% | +69,288+130.7% | Added |
| Balyasny Asset Management LLC | 123,796 | $4.84M | 0.01% | +123,796 | New |