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 |
|---|---|---|---|---|---|
| Haven Global Partners, LLC | 658,608 | $25.2M | 23.69% | −10,420−1.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 652,816 | $25.1M | 0.36% | +108,802+20.0% | Added |
| Levin Capital Strategies, L.P. | 633,487 | $24.8M | 1.88% | −25,433−3.9% | Reduced |
| Systrade AG | 627,300 | $24.5M | 16.45% | +2,300+0.4% | Added |
| Gemsstock Limited | 630,741 | $24.2M | 2.55% | +630,741 | New |
| Quantinno Capital Management LP | 618,683 | $24.2M | 0.04% | +144,200+30.4% | Added |
| Point72 Asset Management, L.P. | 581,139 | $22.7M | 0.04% | +406,713+233.2% | Added |
| Antipodes Partners Ltd | 587,054 | $22.5M | 0.43% | −303,378−34.1% | Reduced |
| Fiera Capital Corp | 571,944 | $22.3M | 0.08% | −617−0.1% | Reduced |
| Zurich Insurance Group Ltd | 579,963 | $22.2M | 0.17% | −270,323−31.8% | Reduced |
| Stifel Financial Corp | 560,647 | $21.9M | 0.02% | +6,852+1.2% | Added |
| Mediolanum International Funds Ltd | 588,312 | $21.7M | 0.23% | +47,444+8.8% | Added |
| Charles Schwab Investment Management Inc | 531,870 | $20.8M | 0.00% | +48,064+9.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 533,634 | $20.4M | 0.05% | +496,192+1,325.2% | Added |
| USS Investment Management Ltd | 521,884 | $20.1M | 0.09% | +5,448+1.1% | Added |
| Baker Avenue Asset Management, LP | 509,573 | $19.9M | 0.45% | +6,273+1.2% | Added |
| Millennium Management LLC | 504,544 | $19.7M | 0.01% | +281,291+126.0% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 490,514 | $18.8M | 0.28% | +111,465+29.4% | Added |
| Worldquant Millennium Advisors LLC | 487,964 | $18.7M | 0.07% | −26,633−5.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 464,525 | $18.1M | 0.09% | −2,303−0.5% | Reduced |
| Two Sigma Investments, LP | 412,655 | $16.1M | 0.01% | +272,125+193.6% | Added |
| LGT Fund Management Co Ltd. | 415,512 | $16.0M | 0.69% | +121,228+41.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 414,874 | $15.9M | 0.14% | −15,360−3.6% | Reduced |
| Voya Investment Management LLC | 401,569 | $15.4M | 0.02% | −17,099−4.1% | Reduced |
| Gator Capital Management, LLC | 380,240 | $14.9M | 3.17% | +327,810+625.2% | Added |
| Creative Planning | 379,936 | $14.8M | 0.01% | +22,869+6.4% | Added |
| Great Lakes Advisors, LLC | 366,164 | $14.3M | 0.12% | −245,130−40.1% | Reduced |
| Lazard Asset Management LLC | 370,444 | $14.2M | 0.02% | +75,251+25.5% | Added |
| Gardner Lewis Asset Management L P | 363,525 | $14.2M | 3.08% | −4,413−1.2% | Reduced |
| Pictet North America Advisors SA | 369,855 | $14.1M | 1.40% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 355,549 | $13.7M | 0.28% | +24,132+7.3% | Added |
| Andra AP-fonden | 442,119 | $13.6M | 0.17% | +376,955+578.5% | Added |
| RBF Capital, LLC | 340,000 | $13.3M | 0.65% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 337,853 | $13.0M | 0.02% | −2,119,464−86.3% | Reduced |
| Prudential PLC | 323,030 | $12.4M | 0.09% | −14,401−4.3% | Reduced |
| Baader Bank INC | 321,846 | $12.4M | 1.22% | −38,994−10.8% | Reduced |
| PDT Partners, LLC | 305,288 | $11.7M | 0.69% | 00.0% | Unchanged |
| LPL Financial LLC | 299,837 | $11.7M | 0.00% | +16,824+5.9% | Added |
| MetLife Investment Management | 300,243 | $11.5M | 0.06% | +13,779+4.8% | Added |
| Neuberger Berman Group LLC | 295,357 | $11.4M | 0.01% | +89,419+43.4% | Added |
| Contravisory Investment Management, Inc. | 290,546 | $11.4M | 2.33% | −19,023−6.1% | Reduced |
| Chilton Investment Co LLC | 285,184 | $11.1M | 0.26% | +38,792+15.7% | Added |
| Tudor Investment Corp Et Al | 276,001 | $10.8M | 0.06% | +276,001 | New |
| Henry James International Management, Inc. | 272,394 | $10.6M | 3.84% | −69,007−20.2% | Reduced |
| BNP Paribas Arbitrage, SA | 262,183 | $10.2M | 0.01% | +257,115+5,073.3% | Added |
| Assenagon Asset Management S.A. | 259,293 | $9.92M | 0.02% | +7,253+2.9% | Added |
| Caisse de Depot Et Placement du Quebec | 249,268 | $9.53M | 0.02% | +249,268 | New |
| Value Partners Investments Inc. | 240,090 | $9.39M | 0.72% | 00.0% | Unchanged |
| Promethos Capital, LLC | 233,095 | $9.11M | 2.45% | +440+0.2% | Added |
| Victory Capital Management Inc | 294,057 | $9.04M | 0.01% | +294,057 | New |
| Mariner, LLC | 227,767 | $8.89M | 0.01% | +10,521+4.8% | Added |
| Groupama Asset Managment | 288,118 | $8.85M | 0.13% | +134,767+87.9% | Added |
| Crossmark Global Holdings, Inc. | 226,138 | $8.84M | 0.13% | −14,011−5.8% | Reduced |
| Pathstone Holdings, LLC | 219,224 | $8.51M | 0.03% | −4,625−2.1% | Reduced |
| Cerity Partners LLC | 214,375 | $8.38M | 0.01% | +54,586+34.2% | Added |
| Intech Investment Management LLC | 218,432 | $8.35M | 0.08% | +36,557+20.1% | Added |
| RPg Family Wealth Advisory, LLC | 209,548 | $8.19M | 1.71% | −2,562−1.2% | Reduced |
| Walleye Capital LLC | 199,385 | $7.79M | 0.05% | +194,404+3,902.9% | Added |
| Osmosis Investment Management UK Ltd | 201,332 | $7.71M | 0.21% | +65,238+47.9% | Added |
| Squarepoint Ops LLC | 194,260 | $7.59M | 0.02% | +194,260 | New |
| Ingalls & Snyder LLC | 193,936 | $7.58M | 0.27% | +11,917+6.5% | Added |
| First Trust Advisors LP | 185,459 | $7.23M | 0.01% | +26,707+16.8% | Added |
| M&T Bank Corp | 183,597 | $7.17M | 0.02% | −8,053−4.2% | Reduced |
| JustInvest LLC | 176,322 | $6.89M | 0.07% | −14,657−7.7% | Reduced |
| SEI Investments Co | 176,266 | $6.89M | 0.01% | +10,609+6.4% | Added |
| QRG Capital Management, Inc. | 168,735 | $6.59M | 0.07% | +9,246+5.8% | Added |
| Mount Yale Investment Advisors, LLC | 166,156 | $6.49M | 0.15% | +17,303+11.6% | Added |
| Laird Norton Trust Company, LLC | 166,043 | $6.49M | 0.14% | −7,241−4.2% | Reduced |
| Inspire Trust Co, N.A. | 160,000 | $6.25M | 0.97% | +30,000+23.1% | Added |
| TD Waterhouse Canada Inc. | 154,291 | $6.12M | 0.02% | +134,168+666.7% | Added |
| Ritholtz Wealth Management | 155,238 | $6.07M | 0.11% | −730.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 151,341 | $5.90M | 0.34% | +151,341 | New |
| Triasima Portfolio Management inc. | 148,260 | $5.79M | 0.88% | +3,905+2.7% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 150,646 | $5.79M | 0.28% | −47,081−23.8% | Reduced |
| NatWest Group plc | 147,921 | $5.78M | 1.25% | +9,189+6.6% | Added |
| PEAK6 LLC | 147,224 | $5.75M | 0.17% | +147,224 | New |
| Y-Intercept (Hong Kong) Ltd | 143,584 | $5.61M | 0.11% | +51,556+56.0% | Added |
| Banco Santander, S.A. | 140,956 | $5.60M | 0.05% | +135,907+2,691.8% | Added |
| Alberta Investment Management Corp | 142,510 | $5.48M | 0.03% | −27,483−16.2% | Reduced |
| Cetera Investment Advisers | 139,466 | $5.45M | 0.01% | +8,069+6.1% | Added |
| Callan Family Office, LLC | 139,309 | $5.44M | 0.12% | +1,722+1.3% | Added |
| HighTower Advisors, LLC | 138,003 | $5.39M | 0.01% | +3,364+2.5% | Added |
| Vestmark Advisory Solutions, Inc. | 134,305 | $5.25M | 0.06% | −33,515−20.0% | Reduced |
| Clearbridge Investments, LLC | 137,752 | $5.25M | 0.00% | +3,175+2.4% | Added |
| Helios Capital Management Pte. Ltd | 136,000 | $5.23M | 5.50% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 135,267 | $5.17M | 0.23% | +900+0.7% | Added |
| Quantbot Technologies LP | 127,877 | $5.00M | 0.20% | +84,048+191.8% | Added |
| Gradient Investments LLC | 127,288 | $4.97M | 0.08% | +81,461+177.8% | Added |
| The PNC Financial Services Group, Inc. | 127,057 | $4.96M | 0.00% | +7,465+6.2% | Added |
| Balyasny Asset Management LLC | 123,796 | $4.84M | 0.01% | +123,796 | New |
| Simplex Trading, LLC | 122,318 | $4.78M | 0.15% | +69,288+130.7% | Added |
| Brinker Capital Investments, LLC | 116,827 | $4.56M | 0.04% | −3,835−3.2% | Reduced |
| Platinum Investment Management Ltd | 117,507 | $4.50M | 1.13% | 00.0% | Unchanged |
| Bessemer Group Inc | 114,202 | $4.46M | 0.01% | +53,621+88.5% | Added |
| Ensign Peak Advisors, Inc | 115,794 | $4.43M | 0.01% | −24,300−17.3% | Reduced |
| US Bancorp | 110,833 | $4.33M | 0.01% | +5,659+5.4% | Added |
| Timber Creek Capital Management LLC | 109,157 | $4.26M | 1.03% | −4,226−3.7% | Reduced |
| Quadrant Capital Group LLC | 108,930 | $4.26M | 0.13% | +1,380+1.3% | Added |
| Plato Investment Management Ltd | 108,726 | $4.16M | 0.28% | −12,194−10.1% | Reduced |
| Assetmark, Inc | 102,252 | $4.00M | 0.01% | +24,248+31.1% | Added |