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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 1,086,608 | $41.5M | 0.71% | −34,011−3.0% | Reduced |
| SEB Asset Management AB | 1,159,090 | $44.3M | 0.19% | +1,159,090 | New |
| State of Wisconsin Investment Board | 1,164,155 | $44.5M | 0.10% | −95,930−7.6% | Reduced |
| Rathbone Brothers plc | 1,220,034 | $46.7M | 0.19% | +12,534+1.0% | Added |
| Vanguard Global Advisers, LLC | 1,208,363 | $47.1M | 0.03% | +1,208,363 | New |
| Manufacturers Life Insurance Company, The | 1,234,642 | $47.5M | 0.04% | −179,357−12.7% | Reduced |
| Patient Capital Management, LLC | 1,241,955 | $48.5M | 1.81% | +54,629+4.6% | Added |
| Crocodile Capital Partners GmbH | 1,170,000 | $49.6M | 35.45% | +100,000+9.3% | Added |
| ASR Vermogensbeheer N.V. | 1,317,110 | $50.4M | 0.59% | +453,568+52.5% | Added |
| D. E. Shaw & Co., Inc. | 1,317,954 | $51.5M | 0.04% | +49,806+3.9% | Added |
| Life Cycle Investment Partners Ltd | 1,719,019 | $52.8M | 0.34% | +207,002+13.7% | Added |
| Brandes Investment Partners, LP | 1,368,472 | $53.5M | 0.38% | −4,160−0.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,410,094 | $53.9M | 0.28% | +43,522+3.2% | Added |
| ABN AMRO Bank N.V. | 1,470,238 | $56.7M | 0.61% | −420,648−22.2% | Reduced |
| Envestnet Asset Management Inc | 1,503,490 | $58.7M | 0.02% | +90,504+6.4% | Added |
| Susquehanna International Group, LLP | 1,565,660 | $61.2M | 0.08% | +1,544,278+7,222.3% | Added |
| Vanguard Investments Australia, Ltd. | 1,578,711 | $61.6M | 0.18% | +1,578,711 | New |
| Banque Pictet & Cie SA | 1,665,074 | $63.7M | 0.74% | +145,220+9.6% | Added |
| Ameriprise Financial Inc | 1,663,816 | $64.8M | 0.02% | +521,869+45.7% | Added |
| FIL Ltd | 1,665,021 | $64.9M | 0.05% | −401,918−19.4% | Reduced |
| Exane Asset Management | 1,883,385 | $66.7M | 13.62% | +1,217,927+183.0% | Added |
| State of Tennessee, Treasury Department | 1,936,941 | $74.1M | 0.25% | +95,684+5.2% | Added |
| Moore Capital Management, LP | 2,039,599 | $78.3M | 2.85% | −157,503−7.2% | Reduced |
| American Century Companies Inc | 2,021,616 | $79.0M | 0.04% | +233,933+13.1% | Added |
| Generali Asset Management SPA SGR | 2,653,910 | $81.6M | 1.70% | +173,668+7.0% | Added |
| Captrust Financial Advisors | 2,096,407 | $81.9M | 0.14% | −1,120−0.1% | Reduced |
| Korea Investment CORP | 2,279,366 | $87.2M | 0.18% | −141,825−5.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 2,307,000 | $88.5M | 1.49% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,392,368 | $92.0M | 0.30% | −68,047−2.8% | Reduced |
| Liontrust Investment Partners LLP | 2,458,659 | $94.0M | 1.61% | +225,074+10.1% | Added |
| Bank of Montreal | 2,461,029 | $94.6M | 0.04% | +267,747+12.2% | Added |
| Invesco Ltd. | 2,432,381 | $95.0M | 0.01% | +237,051+10.8% | Added |
| TD Asset Management Inc | 2,551,370 | $98.4M | 0.08% | +1,402,274+122.0% | Added |
| Public Sector Pension Investment Board | 2,542,054 | $101.2M | 0.31% | +85,562+3.5% | Added |
| Acadian Asset Management LLC | 2,971,356 | $113.6M | 0.16% | −13,209,941−81.6% | Reduced |
| Jane Street Group, LLC | 2,950,369 | $115.3M | 0.12% | +2,648,732+878.1% | Added |
| SIH Partners, LLLP | 3,107,111 | $121.4M | 3.74% | +493,265+18.9% | Added |
| Great West Life Assurance Co | 3,167,175 | $121.4M | 0.22% | −54,196−1.7% | Reduced |
| Jones Financial Companies LLLP | 3,518,000 | $128.1M | 0.06% | +3,476,613+8,400.3% | Added |
| LGT Group Foundation | 3,439,417 | $132.2M | 1.61% | −232,985−6.3% | Reduced |
| Aviva PLC | 3,570,737 | $136.7M | 0.23% | +27,482+0.8% | Added |
| Royal London Asset Management Ltd | 3,515,878 | $137.4M | 0.29% | −18,309−0.5% | Reduced |
| BlackRock, Inc. | 3,846,436 | $150.3M | 0.00% | −184,481−4.6% | Reduced |
| Royal Bank of Canada | 3,935,581 | $153.8M | 0.03% | −1,890,456−32.4% | Reduced |
| Natixis Advisors, L.P. | 4,127,014 | $161.2M | 0.22% | −205,220−4.7% | Reduced |
| DekaBank Deutsche Girozentrale | 4,269,505 | $165.4M | 0.27% | 00.0% | Unchanged |
| Northern Trust Corp | 4,356,906 | $170.2M | 0.02% | −10,112−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,638,662 | $178.4M | 0.21% | +654,403+16.4% | Added |
| AQR Capital Management LLC | 4,693,103 | $180.6M | 0.08% | +3,994,874+572.1% | Added |
| M&G Plc | 4,980,760 | $193.2M | 1.00% | +479,982+10.7% | Added |
| Janus Henderson Group PLC | 5,193,433 | $198.5M | 0.09% | −1,668,313−24.3% | Reduced |
| Franklin Resources Inc | 5,101,601 | $199.0M | 0.05% | +194,387+4.0% | Added |
| Compagnie Lombard Odier SCmA | 5,272,070 | $201.6M | 2.48% | −110,367−2.1% | Reduced |
| WCM Investment Management, LLC | 5,850,200 | $214.5M | 0.49% | +639,111+12.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,845,369 | $223.9M | 0.20% | +898,213+18.2% | Added |
| Citigroup Inc | 5,959,083 | $227.9M | 0.15% | −60,963−1.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,114,163 | $235.7M | 0.71% | +409,969+7.2% | Added |
| Allianz Asset Management GmbH | 6,194,747 | $236.9M | 0.27% | −143,209−2.3% | Reduced |
| Bank of New York Mellon Corp | 6,502,710 | $254.1M | 0.05% | −246,082−3.6% | Reduced |
| Banque Cantonale Vaudoise | 7,141,370 | $273.1M | 10.28% | +402,440+6.0% | Added |
| Qube Research & Technologies Ltd | 7,612,542 | $292.9M | 0.42% | +5,478,308+256.7% | Added |
| Russell Investments Group, Ltd. | 7,738,898 | $295.4M | 0.32% | −675,518−8.0% | Reduced |
| Caisse des Depots Et Consignations | 7,812,061 | $298.8M | 4.93% | −110,000−1.4% | Reduced |
| Morgan Stanley | 7,763,223 | $303.3M | 0.02% | +109,124+1.4% | Added |
| Canada Pension Plan Investment Board | 7,956,822 | $305.9M | 0.20% | −821,253−9.4% | Reduced |
| Ninety One UK Ltd | 8,687,978 | $332.3M | 0.77% | −141,608−1.6% | Reduced |
| Bank of America Corp | 9,654,984 | $377.2M | 0.03% | −1,053,388−9.8% | Reduced |
| Nuveen, LLC | 11,227,404 | $431.8M | 0.12% | −180,782−1.6% | Reduced |
| Vanguard Asset Management, Ltd | 14,112,416 | $550.3M | 0.47% | +14,112,416 | New |
| Vontobel Holding Ltd. | 15,126,281 | $581.5M | 2.00% | +1,241,269+8.9% | Added |
| Goldman Sachs Group Inc | 15,344,986 | $599.5M | 0.08% | −2,718,346−15.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 18,850,928 | $728.3M | 0.39% | +1,323,586+7.6% | Added |
| Pzena Investment Management LLC | 26,544,355 | $815.7M | 2.65% | −3,230,218−10.8% | Reduced |
| Legal & General Group Plc | 23,402,544 | $895.0M | 0.21% | −208,575−0.9% | Reduced |
| Amundi | 23,294,847 | $910.1M | 0.25% | +3,374,516+16.9% | Added |
| Capital World Investors | 23,495,846 | $913.5M | 0.12% | −13,903,480−37.2% | Reduced |
| JPMorgan Chase & Co | 27,434,247 | $1.01B | 0.07% | −12,958,047−32.1% | Reduced |
| Vanguard Fiduciary Trust Co | 27,510,543 | $1.07B | 0.27% | +27,510,543 | New |
| Deutsche Bank AG | 31,922,626 | $1.25B | 0.41% | +2,316,845+7.8% | Added |
| Dodge & Cox | 33,644,642 | $1.31B | 0.72% | −20,700−0.1% | Reduced |
| Pictet Asset Management Holding SA | 35,591,624 | $1.36B | 1.44% | −340,568−0.9% | Reduced |
| Cevian Capital II GP LTD | 48,117,675 | $1.88B | 60.29% | 00.0% | Unchanged |
| Wellington Management Group LLP | 49,920,657 | $1.91B | 0.36% | −7,732,133−13.4% | Reduced |
| FMR LLC | 53,883,732 | $2.10B | 0.11% | −4,214,498−7.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 56,674,567 | $2.17B | 4.72% | +7,145,297+14.4% | Added |
| Fisher Asset Management, LLC | 66,074,238 | $2.58B | 0.88% | +1,966,974+3.1% | Added |
| Massachusetts Financial Services Co | 65,542,061 | $2.60B | 0.88% | −3,080,379−4.5% | Reduced |
| Vanguard Capital Management LLC | 97,263,943 | $3.79B | 0.09% | +97,263,943 | New |
| UBS Group AG | 106,890,182 | $4.18B | 0.74% | −33,600,186−23.9% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −9,128,817−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −2,138,351−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,819,630−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −690,725−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −356,549−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −222,920−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −207,412−100.0% | Sold out |
| DJE Kapital AG | 0 | $0 | 0.00% | −203,050−100.0% | Sold out |
| Black Diamond Capital Management I, LLLP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −111,400−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −82,661−100.0% | Sold out |