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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 97,508 | $3.81M | 0.01% | −1,892−1.9% | Reduced |
| Pictet & Cie (Europe) SA | 98,734 | $3.78M | 0.08% | +2,620+2.7% | Added |
| MML Investors Services, LLC | 94,882 | $3.71M | 0.01% | −17,646−15.7% | Reduced |
| CI Private Wealth, LLC | 110,065 | $3.48M | 0.00% | −455−0.4% | Reduced |
| Karl Kapital LLC | 88,866 | $3.47M | 2.41% | +88,866 | New |
| CenterBook Partners LP | 86,515 | $3.38M | 0.18% | +86,515 | New |
| Metis Global Partners, LLC | 86,461 | $3.31M | 0.08% | −11,423−11.7% | Reduced |
| Independent Advisor Alliance | 84,676 | $3.31M | 0.04% | −1,556−1.8% | Reduced |
| Highland Capital Management, LLC | 83,961 | $3.28M | 0.17% | −300−0.4% | Reduced |
| Walleye Trading LLC | 81,498 | $3.18M | 0.07% | +53,986+196.2% | Added |
| Bleakley Financial Group, LLC | 80,450 | $3.14M | 0.05% | +16,210+25.2% | Added |
| Price T Rowe Associates Inc | 80,255 | $3.14M | 0.00% | +80,255 | New |
| Northwestern Mutual Wealth Management Co | 80,207 | $3.13M | 0.00% | +9,665+13.7% | Added |
| Signaturefd, LLC | 79,895 | $3.12M | 0.05% | +82+0.1% | Added |
| Landesbank Baden-Wuerttemberg | 79,900 | $3.07M | 0.63% | +9,460+13.4% | Added |
| Old Mission Capital LLC | 74,367 | $3.04M | 0.07% | +74,367 | New |
| Ethic Inc. | 76,099 | $2.97M | 0.05% | +31,708+71.4% | Added |
| Glenmede Trust Co NA | 75,651 | $2.96M | 0.01% | −200−0.3% | Reduced |
| HRT Financial LP | 75,306 | $2.94M | 0.01% | +61,738+455.0% | Added |
| Group One Trading, L.P. | 75,092 | $2.93M | 0.10% | +5,018+7.2% | Added |
| Equitable Trust Co | 75,009 | $2.93M | 0.14% | +1,371+1.9% | Added |
| ARGA Investment Management, LP | 75,301 | $2.89M | 0.10% | −17,915−19.2% | Reduced |
| Credit Industriel Et Commercial | 74,087 | $2.85M | 0.45% | +58,159+365.1% | Added |
| Vident Advisory, LLC | 72,782 | $2.84M | 0.02% | +3,229+4.6% | Added |
| BTC Capital Management, Inc. | 72,621 | $2.84M | 0.19% | +15,052+26.1% | Added |
| Permanent Capital Management, LP | 64,477 | $2.83M | 0.44% | −2,993−4.4% | Reduced |
| Cloverfields Capital Group, LP | 72,127 | $2.82M | 0.91% | +373+0.5% | Added |
| Stamos Capital Partners, L.P. | 70,376 | $2.75M | 0.43% | +23,697+50.8% | Added |
| Advisors Capital Management, LLC | 69,956 | $2.73M | 0.03% | +4,993+7.7% | Added |
| Alaethes Wealth LLC | 69,843 | $2.73M | 0.79% | +117+0.2% | Added |
| Ieq Capital, LLC | 69,672 | $2.72M | 0.01% | +17,260+32.9% | Added |
| Schonfeld Strategic Advisors LLC | 69,370 | $2.71M | 0.02% | +39,944+135.7% | Added |
| Integrated Wealth Concepts LLC | 69,282 | $2.71M | 0.02% | +64,465+1,338.3% | Added |
| Banque Transatlantique SA | 70,235 | $2.70M | 0.06% | +65,388+1,349.0% | Added |
| RSM US Wealth Management LLC | 69,065 | $2.70M | 0.03% | −521−0.7% | Reduced |
| IMC-Chicago, LLC | 67,609 | $2.64M | 0.04% | +67,609 | New |
| Mitchell Capital Management Co | 67,377 | $2.63M | 0.48% | −28,141−29.5% | Reduced |
| Groupe la Francaise | 66,548 | $2.55M | 0.04% | −19,867−23.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 64,462 | $2.52M | 1.38% | +183+0.3% | Added |
| Altman Advisors, Inc. | 63,194 | $2.47M | 1.02% | −6,770−9.7% | Reduced |
| HSBC Holdings PLC | 62,889 | $2.44M | 0.00% | +57,685+1,108.5% | Added |
| Wealth Alliance Advisory Group, LLC | 60,960 | $2.38M | 0.38% | −525−0.9% | Reduced |
| Jefferies Financial Group Inc. | 60,840 | $2.35M | 0.03% | −148,509−70.9% | Reduced |
| Orca Wealth Management, LLC | 59,800 | $2.34M | 1.66% | −338−0.6% | Reduced |
| 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 |
| Vise Technologies, Inc. | 48,911 | $2.27M | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 56,831 | $2.22M | 0.01% | +19,272+51.3% | Added |
| Colony Group, LLC | 55,049 | $2.18M | 0.00% | +3,762+7.3% | Added |
| South Shore Capital Advisors | 56,737 | $2.17M | 1.59% | +56,737 | New |
| Bellecapital International Ltd. | 56,150 | $2.15M | 0.39% | +56,150 | New |
| Cigna Investments Inc | 56,287 | $2.15M | 0.33% | −164−0.3% | Reduced |
| Marex Group plc | 53,085 | $2.07M | 0.02% | +1,670+3.2% | Added |
| Legacy Wealth Asset Management, LLC | 52,568 | $2.05M | 0.50% | −2,036−3.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 51,200 | $2.00M | 0.81% | −549−1.1% | Reduced |
| Hantz Financial Services, Inc. | 51,008 | $1.99M | 0.03% | −14,133−21.7% | Reduced |
| Rockefeller Capital Management L.P. | 50,106 | $1.96M | 0.00% | +17,223+52.4% | Added |
| Cim, LLC | 50,095 | $1.96M | 0.28% | +332+0.7% | Added |
| Truist Financial Corp | 49,018 | $1.92M | 0.00% | +9,654+24.5% | Added |
| GWM Advisors LLC | 47,677 | $1.86M | 0.01% | −16,243−25.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 47,087 | $1.86M | 0.00% | −85,103−64.4% | Reduced |
| Park Avenue Securities LLC | 46,698 | $1.82M | 0.01% | −20,963−31.0% | Reduced |
| Yousif Capital Management, LLC | 45,665 | $1.78M | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 45,515 | $1.78M | 0.03% | +45,515 | New |
| Advisors Asset Management, Inc. | 45,318 | $1.77M | 0.03% | −2,277−4.8% | Reduced |
| Clearstead Advisors, LLC | 45,249 | $1.77M | 0.02% | +29,678+190.6% | Added |
| Allspring Global Investments Holdings, LLC | 45,238 | $1.74M | 0.00% | +45,238 | New |
| Commonwealth Equity Services, LLC | 42,534 | $1.66M | 0.00% | +7,417+21.1% | Added |
| Sanctuary Advisors, LLC | 42,271 | $1.65M | 0.01% | −763−1.8% | Reduced |
| Atomi Financial Group, Inc. | 41,095 | $1.61M | 0.05% | −537−1.3% | Reduced |
| Cullinan Associates Inc | 40,407 | $1.58M | 0.13% | +11,407+39.3% | Added |
| Winning Points Advisors, LLC | 39,725 | $1.57M | 1.57% | −55−0.1% | Reduced |
| Brown Brothers Harriman & Co | 40,104 | $1.57M | 0.01% | +23,393+140.0% | Added |
| Rhumbline Advisers | 39,597 | $1.55M | 0.00% | −623−1.5% | Reduced |
| Ballentine Partners, LLC | 39,296 | $1.54M | 0.02% | +643+1.7% | Added |
| Havemeyer Place LP | 39,216 | $1.53M | 0.18% | +15,791+67.4% | Added |
| Abacus Wealth Partners, LLC | 37,369 | $1.46M | 0.13% | −7,167−16.1% | Reduced |
| Aquatic Capital Management LLC | 37,276 | $1.46M | 0.04% | +37,276 | New |
| Baker Ellis Asset Management LLC | 37,250 | $1.46M | 0.17% | +100+0.3% | Added |
| Kovitz Investment Group Partners, LLC | 36,814 | $1.44M | 0.03% | +1,460+4.1% | Added |
| Kathmere Capital Management, LLC | 36,805 | $1.44M | 0.09% | +1,635+4.6% | Added |
| Factory Mutual Insurance Co | 36,545 | $1.43M | 0.02% | −50,000−57.8% | Reduced |
| Advisor Group Holdings, Inc. | 35,698 | $1.39M | 0.00% | +3,900+12.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 35,230 | $1.38M | 0.02% | +35,230 | New |
| Atria Investments LLC | 34,683 | $1.36M | 0.02% | −6,402−15.6% | Reduced |
| CAPROCK Group, Inc. | 34,308 | $1.34M | 0.03% | +5,086+17.4% | Added |
| National Bank of Canada | 33,751 | $1.34M | 0.00% | −3,548,050−99.1% | Reduced |
| Morningstar Investment Management LLC | 34,188 | $1.33M | 0.08% | +4,334+14.5% | Added |
| Snowden Capital Advisors LLC | 33,999 | $1.33M | 0.04% | −1,143−3.3% | Reduced |
| Gabelli Funds LLC | 33,750 | $1.32M | 0.01% | −600−1.7% | Reduced |
| Summit Trail Advisors, LLC | 33,025 | $1.29M | 0.02% | +28,536+635.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 31,982 | $1.25M | 0.00% | +31,982 | New |
| Barometer Capital Management Inc. | 32,800 | $1.25M | 0.43% | +32,800 | New |
| Legacy Capital Group California, Inc. | 31,802 | $1.24M | 0.47% | −7,669−19.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 31,469 | $1.23M | 0.01% | −228−0.7% | Reduced |
| Greenleaf Trust | 31,046 | $1.21M | 0.01% | −17,685−36.3% | Reduced |
| Bailard, Inc. | 30,281 | $1.18M | 0.03% | −876−2.8% | Reduced |
| Skopos Labs, Inc. | 29,114 | $1.14M | 0.04% | +7,600+35.3% | Added |
| Evelyn Partners Investment Management LLP | 28,866 | $1.13M | 0.03% | −139−0.5% | Reduced |
| Coldstream Capital Management Inc | 28,492 | $1.11M | 0.01% | −1,588−5.3% | Reduced |