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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 127,057 | $4.96M | 0.00% | +7,465+6.2% | Added |
| Gradient Investments LLC | 127,288 | $4.97M | 0.08% | +81,461+177.8% | Added |
| Quantbot Technologies LP | 127,877 | $5.00M | 0.20% | +84,048+191.8% | Added |
| Ninety One North America, Inc. | 135,267 | $5.17M | 0.23% | +900+0.7% | Added |
| Helios Capital Management Pte. Ltd | 136,000 | $5.23M | 5.50% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 137,752 | $5.25M | 0.00% | +3,175+2.4% | Added |
| Vestmark Advisory Solutions, Inc. | 134,305 | $5.25M | 0.06% | −33,515−20.0% | Reduced |
| HighTower Advisors, LLC | 138,003 | $5.39M | 0.01% | +3,364+2.5% | Added |
| Callan Family Office, LLC | 139,309 | $5.44M | 0.12% | +1,722+1.3% | Added |
| Cetera Investment Advisers | 139,466 | $5.45M | 0.01% | +8,069+6.1% | Added |
| Alberta Investment Management Corp | 142,510 | $5.48M | 0.03% | −27,483−16.2% | Reduced |
| Banco Santander, S.A. | 140,956 | $5.60M | 0.05% | +135,907+2,691.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 143,584 | $5.61M | 0.11% | +51,556+56.0% | Added |
| PEAK6 LLC | 147,224 | $5.75M | 0.17% | +147,224 | New |
| NatWest Group plc | 147,921 | $5.78M | 1.25% | +9,189+6.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 150,646 | $5.79M | 0.28% | −47,081−23.8% | Reduced |
| Triasima Portfolio Management inc. | 148,260 | $5.79M | 0.88% | +3,905+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 151,341 | $5.90M | 0.34% | +151,341 | New |
| Ritholtz Wealth Management | 155,238 | $6.07M | 0.11% | −730.0% | Reduced |
| TD Waterhouse Canada Inc. | 154,291 | $6.12M | 0.02% | +134,168+666.7% | Added |
| Inspire Trust Co, N.A. | 160,000 | $6.25M | 0.97% | +30,000+23.1% | Added |
| Laird Norton Trust Company, LLC | 166,043 | $6.49M | 0.14% | −7,241−4.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 166,156 | $6.49M | 0.15% | +17,303+11.6% | Added |
| QRG Capital Management, Inc. | 168,735 | $6.59M | 0.07% | +9,246+5.8% | Added |
| SEI Investments Co | 176,266 | $6.89M | 0.01% | +10,609+6.4% | Added |
| JustInvest LLC | 176,322 | $6.89M | 0.07% | −14,657−7.7% | Reduced |
| M&T Bank Corp | 183,597 | $7.17M | 0.02% | −8,053−4.2% | Reduced |
| First Trust Advisors LP | 185,459 | $7.23M | 0.01% | +26,707+16.8% | Added |
| Ingalls & Snyder LLC | 193,936 | $7.58M | 0.27% | +11,917+6.5% | Added |
| Squarepoint Ops LLC | 194,260 | $7.59M | 0.02% | +194,260 | New |
| Osmosis Investment Management UK Ltd | 201,332 | $7.71M | 0.21% | +65,238+47.9% | Added |
| Walleye Capital LLC | 199,385 | $7.79M | 0.05% | +194,404+3,902.9% | Added |
| RPg Family Wealth Advisory, LLC | 209,548 | $8.19M | 1.71% | −2,562−1.2% | Reduced |
| Intech Investment Management LLC | 218,432 | $8.35M | 0.08% | +36,557+20.1% | Added |
| Cerity Partners LLC | 214,375 | $8.38M | 0.01% | +54,586+34.2% | Added |
| Pathstone Holdings, LLC | 219,224 | $8.51M | 0.03% | −4,625−2.1% | Reduced |
| Crossmark Global Holdings, Inc. | 226,138 | $8.84M | 0.13% | −14,011−5.8% | Reduced |
| Groupama Asset Managment | 288,118 | $8.85M | 0.13% | +134,767+87.9% | Added |
| Mariner, LLC | 227,767 | $8.89M | 0.01% | +10,521+4.8% | Added |
| Victory Capital Management Inc | 294,057 | $9.04M | 0.01% | +294,057 | New |
| Promethos Capital, LLC | 233,095 | $9.11M | 2.45% | +440+0.2% | Added |
| Value Partners Investments Inc. | 240,090 | $9.39M | 0.72% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 249,268 | $9.53M | 0.02% | +249,268 | New |
| Assenagon Asset Management S.A. | 259,293 | $9.92M | 0.02% | +7,253+2.9% | Added |
| BNP Paribas Arbitrage, SA | 262,183 | $10.2M | 0.01% | +257,115+5,073.3% | Added |
| Henry James International Management, Inc. | 272,394 | $10.6M | 3.84% | −69,007−20.2% | Reduced |
| Tudor Investment Corp Et Al | 276,001 | $10.8M | 0.06% | +276,001 | New |
| Chilton Investment Co LLC | 285,184 | $11.1M | 0.26% | +38,792+15.7% | Added |
| Contravisory Investment Management, Inc. | 290,546 | $11.4M | 2.33% | −19,023−6.1% | Reduced |
| Neuberger Berman Group LLC | 295,357 | $11.4M | 0.01% | +89,419+43.4% | Added |
| MetLife Investment Management | 300,243 | $11.5M | 0.06% | +13,779+4.8% | Added |
| LPL Financial LLC | 299,837 | $11.7M | 0.00% | +16,824+5.9% | Added |
| PDT Partners, LLC | 305,288 | $11.7M | 0.69% | 00.0% | Unchanged |
| Baader Bank INC | 321,846 | $12.4M | 1.22% | −38,994−10.8% | Reduced |
| Prudential PLC | 323,030 | $12.4M | 0.09% | −14,401−4.3% | Reduced |
| CIBC World Markets Inc. | 337,853 | $13.0M | 0.02% | −2,119,464−86.3% | Reduced |
| RBF Capital, LLC | 340,000 | $13.3M | 0.65% | 00.0% | Unchanged |
| Andra AP-fonden | 442,119 | $13.6M | 0.17% | +376,955+578.5% | Added |
| Maryland State Retirement & Pension System | 355,549 | $13.7M | 0.28% | +24,132+7.3% | Added |
| Pictet North America Advisors SA | 369,855 | $14.1M | 1.40% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 363,525 | $14.2M | 3.08% | −4,413−1.2% | Reduced |
| Lazard Asset Management LLC | 370,444 | $14.2M | 0.02% | +75,251+25.5% | Added |
| Great Lakes Advisors, LLC | 366,164 | $14.3M | 0.12% | −245,130−40.1% | Reduced |
| Creative Planning | 379,936 | $14.8M | 0.01% | +22,869+6.4% | Added |
| Gator Capital Management, LLC | 380,240 | $14.9M | 3.17% | +327,810+625.2% | Added |
| Voya Investment Management LLC | 401,569 | $15.4M | 0.02% | −17,099−4.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 414,874 | $15.9M | 0.14% | −15,360−3.6% | Reduced |
| LGT Fund Management Co Ltd. | 415,512 | $16.0M | 0.69% | +121,228+41.2% | Added |
| Two Sigma Investments, LP | 412,655 | $16.1M | 0.01% | +272,125+193.6% | Added |
| O'Shaughnessy Asset Management, LLC | 464,525 | $18.1M | 0.09% | −2,303−0.5% | Reduced |
| Worldquant Millennium Advisors LLC | 487,964 | $18.7M | 0.07% | −26,633−5.2% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 490,514 | $18.8M | 0.28% | +111,465+29.4% | Added |
| Millennium Management LLC | 504,544 | $19.7M | 0.01% | +281,291+126.0% | Added |
| Baker Avenue Asset Management, LP | 509,573 | $19.9M | 0.45% | +6,273+1.2% | Added |
| USS Investment Management Ltd | 521,884 | $20.1M | 0.09% | +5,448+1.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 533,634 | $20.4M | 0.05% | +496,192+1,325.2% | Added |
| Charles Schwab Investment Management Inc | 531,870 | $20.8M | 0.00% | +48,064+9.9% | Added |
| Mediolanum International Funds Ltd | 588,312 | $21.7M | 0.23% | +47,444+8.8% | Added |
| Stifel Financial Corp | 560,647 | $21.9M | 0.02% | +6,852+1.2% | Added |
| Zurich Insurance Group Ltd | 579,963 | $22.2M | 0.17% | −270,323−31.8% | Reduced |
| Fiera Capital Corp | 571,944 | $22.3M | 0.08% | −617−0.1% | Reduced |
| Antipodes Partners Ltd | 587,054 | $22.5M | 0.43% | −303,378−34.1% | Reduced |
| Point72 Asset Management, L.P. | 581,139 | $22.7M | 0.04% | +406,713+233.2% | Added |
| Quantinno Capital Management LP | 618,683 | $24.2M | 0.04% | +144,200+30.4% | Added |
| Gemsstock Limited | 630,741 | $24.2M | 2.55% | +630,741 | New |
| Systrade AG | 627,300 | $24.5M | 16.45% | +2,300+0.4% | Added |
| Levin Capital Strategies, L.P. | 633,487 | $24.8M | 1.88% | −25,433−3.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 652,816 | $25.1M | 0.36% | +108,802+20.0% | Added |
| Haven Global Partners, LLC | 658,608 | $25.2M | 23.69% | −10,420−1.6% | Reduced |
| Wells Fargo & Company | 653,613 | $25.5M | 0.01% | −23,140−3.4% | Reduced |
| Channing Global Advisors, LLC | 684,783 | $26.2M | 15.32% | −853−0.1% | Reduced |
| Citadel Advisors LLC | 677,062 | $26.5M | 0.02% | +593,439+709.7% | Added |
| Raymond James Financial Inc | 686,017 | $26.8M | 0.01% | −5,367−0.8% | Reduced |
| Renaissance Technologies LLC | 686,991 | $26.8M | 0.04% | +480,400+232.5% | Added |
| GAM Holding AG | 702,763 | $26.9M | 2.36% | −317,588−31.1% | Reduced |
| Mackenzie Financial Corp | 714,894 | $27.5M | 0.03% | −211,798−22.9% | Reduced |
| Alliancebernstein L.P. | 616,815 | $28.6M | 0.01% | −2,605−0.4% | Reduced |
| Thrivent Financial for Lutherans | 865,820 | $33.1M | 0.06% | −196,495−18.5% | Reduced |
| EFG International AG | 892,831 | $34.9M | 0.75% | +366,347+69.6% | Added |
| Credit Agricole S A | 932,556 | $36.4M | 0.12% | −821,516−46.8% | Reduced |