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 |
|---|---|---|---|---|---|
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −64,279−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −59,063−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −56,356−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −45,500−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −42,498−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −37,169−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −32,580−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −25,011−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −24,847−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −17,958−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −16,140−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −12,737−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −10,686−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −9,908−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −9,157−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −8,931−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −8,911−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −8,783−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,330−100.0% | Sold out |
| Oakmont Investment Advisors, Inc. | 0 | $0 | 0.00% | −6,190−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −5,499−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −5,176−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −5,104−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −5,103−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −5,008−100.0% | Sold out |
| Riversedge Advisors, LLC | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| Foster Group, Inc. | 0 | $0 | 0.00% | −4,924−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −4,903−100.0% | Sold out |
| Stronghold Wealth Management L.L.C. | 0 | $0 | 0.00% | −4,901−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −4,879−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,868−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −4,834−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −4,828−100.0% | Sold out |
| Granville Capital, Inc. | 0 | $0 | 0.00% | −4,803−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −4,729−100.0% | Sold out |
| 55 North Private Wealth, LLC | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| Tranquilli Financial Advisor LLC | 0 | $0 | 0.00% | −4,621−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −4,597−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −4,546−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −4,541−100.0% | Sold out |
| Fortress Financial Solutions, LLC | 0 | $0 | 0.00% | −4,492−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −4,486−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,464−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −4,437−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −4,435−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −4,409−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,916−100.0% | Sold out |
| Cary Street Partners Financial LLC | 0 | $0 | 0.00% | −2,403−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,109−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −971−100.0% | Sold out |
| Flagship Wealth Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| United Financial Planning Group LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Quaker Wealth Management, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Murphy & Mullick Capital Management Corp | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Transatlantique Private Wealth LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Clarius Group, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Edge Financial Advisors LLC | – | – | – | – | Not filed |
| Janney Capital Management LLC | – | – | – | – | Not filed |
| SG Trading Solutions, LLC | – | – | – | – | Not filed |
| Redmont Wealth Advisors LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Stephens Consulting, LLC | – | – | – | – | Not filed |
| Forsta Ap-Fonden | – | – | – | – | Not filed |