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 |
|---|---|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 28,866 | $1.11M | 0.06% | +28,866 | New |
| Farther Finance Advisors, LLC | 27,484 | $1.09M | 0.01% | −4,065−12.9% | Reduced |
| U S Global Investors Inc | 27,800 | $1.09M | 0.13% | +3,300+13.5% | Added |
| Future Fund LLC | 27,430 | $1.07M | 0.38% | +177+0.6% | Added |
| Evergreen Capital Management LLC | 27,325 | $1.07M | 0.02% | −13,983−33.9% | Reduced |
| Keybank National Association | 27,118 | $1.06M | 0.00% | +12,655+87.5% | Added |
| Private Advisor Group, LLC | 26,220 | $1.02M | 0.00% | +821+3.2% | Added |
| GeoWealth Management, LLC | 25,874 | $1.01M | 0.04% | +14,605+129.6% | Added |
| Fox Run Management, L.L.C. | 27,520 | $1.01M | 0.18% | +27,520 | New |
| Henshaw Capital LLC | 25,815 | $1.01M | 0.04% | −7,452−22.4% | Reduced |
| Themes Management Co LLC | 25,660 | $1.00M | 0.62% | +5,349+26.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 25,629 | $1.00M | 0.15% | +5,973+30.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,592 | $999.8K | 0.00% | +873+3.5% | Added |
| Connable Office Inc | 25,143 | $982.3K | 0.10% | −266−1.0% | Reduced |
| Checchi Capital Advisers, LLC | 24,571 | $960.0K | 0.07% | +705+3.0% | Added |
| Pinnacle Associates Ltd | 24,478 | $956.4K | 0.01% | −6,154−20.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 22,107 | $955.7K | 0.04% | +22,107 | New |
| Catalytic Wealth RIA, LLC | 23,946 | $933.3K | 0.04% | +14,829+162.7% | Added |
| Ronald Blue Trust, Inc. | 23,858 | $932.1K | 0.01% | −716−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 23,592 | $921.7K | 0.05% | −2,100−8.2% | Reduced |
| Main Street Financial Solutions, LLC | 22,795 | $890.6K | 0.07% | −121−0.5% | Reduced |
| Qtron Investments LLC | 23,088 | $883.0K | 0.12% | −22,925−49.8% | Reduced |
| Chicago Trust Co NA | 22,337 | $872.7K | 0.14% | −603−2.6% | Reduced |
| Solstein Capital, LLC | 22,647 | $870.4K | 0.36% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22,235 | $868.7K | 0.02% | +22,200+63,428.6% | Added |
| Intesa Sanpaolo Wealth Management | 22,536 | $866.1K | 0.21% | +3,152+16.3% | Added |
| Versant Capital Management, Inc | 22,132 | $864.7K | 0.09% | +3,924+21.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,000 | $860.0K | 0.00% | +647+3.0% | Added |
| United Capital Financial Advisers, LLC | 21,976 | $858.6K | 0.01% | −429−1.9% | Reduced |
| Gryphon Financial Partners LLC | 21,446 | $837.9K | 0.09% | +1,941+10.0% | Added |
| Syon Capital LLC | 21,247 | $830.1K | 0.04% | −712−3.2% | Reduced |
| Massachusetts Wealth Management | 21,080 | $823.6K | 0.36% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 20,951 | $818.6K | 0.01% | −605−2.8% | Reduced |
| Atlas Capital Advisors LLC | 20,702 | $808.8K | 0.09% | −5,599−21.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,945 | $779.3K | 0.02% | +40+0.2% | Added |
| Rehmann Capital Advisory Group | 19,902 | $777.6K | 0.04% | +243+1.2% | Added |
| EverSource Wealth Advisors, LLC | 19,605 | $766.0K | 0.02% | +6,105+45.2% | Added |
| Centennial Bank | 19,927 | $762.9K | 0.27% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 19,502 | $761.9K | 0.03% | +7,427+61.5% | Added |
| Flputnam Investment Management Co | 19,462 | $760.4K | 0.01% | +12,625+184.7% | Added |
| SkyView Investment Advisors, LLC | 19,431 | $759.0K | 0.10% | +99+0.5% | Added |
| Cresset Asset Management, LLC | 19,290 | $753.2K | 0.00% | +5,201+36.9% | Added |
| Personal Cfo Solutions, LLC | 19,222 | $751.0K | 0.11% | +174+0.9% | Added |
| PDS Planning, Inc | 18,944 | $740.1K | 0.05% | +422+2.3% | Added |
| Pavaki Capital Management LLC | 19,000 | $730.4K | 0.51% | +19,000 | New |
| Verition Fund Management LLC | 18,328 | $716.1K | 0.01% | +18,328 | New |
| CenterStar Asset Management, LLC | 18,289 | $714.3K | 0.69% | +18,289 | New |
| Fred Alger Management, LLC | 18,087 | $706.7K | 0.00% | −1,448−7.4% | Reduced |
| Net Worth Advisory Group | 17,464 | $682.3K | 0.14% | −431−2.4% | Reduced |
| Climber Capital SA | 17,618 | $677.1K | 0.44% | +17,618 | New |
| Ascent Group, LLC | 17,237 | $673.4K | 0.02% | +869+5.3% | Added |
| Dorsey & Whitney Trust CO LLC | 17,215 | $672.6K | 0.04% | +1,684+10.8% | Added |
| Viking Fund Management LLC | 17,000 | $664.2K | 0.07% | +17,000 | New |
| Concurrent Investment Advisors, LLC | 16,987 | $663.6K | 0.01% | +1,904+12.6% | Added |
| Impact Capital Partners LLC | 16,983 | $663.5K | 0.20% | +230+1.4% | Added |
| Resources Investment Advisors, LLC. | 16,861 | $658.8K | 0.01% | −283−1.7% | Reduced |
| HB Wealth Management, LLC | 16,630 | $649.7K | 0.00% | +1,953+13.3% | Added |
| Savant Capital, LLC | 16,597 | $648.4K | 0.00% | +3,011+22.2% | Added |
| Sax Wealth Advisors, LLC | 13,990 | $647.9K | 0.03% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 16,352 | $638.9K | 0.13% | −10.0% | Reduced |
| Warren Averett Asset Management, LLC | 16,290 | $636.5K | 0.00% | −58−0.4% | Reduced |
| Parallel Advisors, LLC | 16,278 | $636.0K | 0.01% | +632+4.0% | Added |
| American Trust Investment Advisors, LLC | 16,260 | $635.3K | 0.35% | +4,965+44.0% | Added |
| Citizens Financial Group Inc | 16,230 | $634.1K | 0.01% | −2,645−14.0% | Reduced |
| XY Capital Ltd | 16,150 | $631.0K | 0.69% | +16,150 | New |
| New Vernon Capital Holdings II LLC | 16,086 | $628.5K | 0.46% | −2,541−13.6% | Reduced |
| Liberty One Investment Management, LLC | 15,872 | $620.1K | 0.06% | +1,372+9.5% | Added |
| Janney Montgomery Scott LLC | 15,056 | $588.0K | 0.00% | +5,257+53.6% | Added |
| Sagespring Wealth Partners, LLC | 15,040 | $587.6K | 0.01% | −853−5.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,993 | $585.8K | 0.01% | −891−5.6% | Reduced |
| Klingenstein Fields & Co LP | 14,930 | $583.3K | 0.02% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 18,438 | $581.2K | 0.07% | +18,438 | New |
| Sivia Capital Partners, LLC | 14,868 | $580.9K | 0.11% | −7,338−33.0% | Reduced |
| Bridgewater Advisors Inc. | 12,033 | $556.9K | 0.03% | −2,172−15.3% | Reduced |
| Sage Rhino Capital LLC | 14,244 | $556.5K | 0.10% | +30+0.2% | Added |
| Davenport & Co LLC | 14,243 | $556.5K | 0.00% | +814+6.1% | Added |
| Legacy Financial Advisors, Inc. | 14,222 | $555.7K | 0.08% | +638+4.7% | Added |
| Merit Financial Group, LLC | 13,924 | $544.0K | 0.00% | +366+2.7% | Added |
| swisspartners Advisors Ltd | 14,000 | $535.3K | 0.34% | 00.0% | Unchanged |
| Trust Point Inc. | 13,638 | $532.8K | 0.05% | +2,218+19.4% | Added |
| Beacon Pointe Advisors, LLC | 13,506 | $527.7K | 0.00% | +13,506 | New |
| Summit Global Investments | 13,464 | $526.0K | 0.03% | +7,199+114.9% | Added |
| Oppenheimer Asset Management Inc. | 13,293 | $519.4K | 0.01% | −1,758−11.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,031 | $509.1K | 0.05% | +521+4.2% | Added |
| Beverly Hills Private Wealth, LLC | 12,955 | $506.2K | 0.08% | −2,523−16.3% | Reduced |
| Northside Capital Management, LLC | 12,823 | $501.0K | 0.04% | −12,832−50.0% | Reduced |
| Vigil Wealth Management, LLC | 12,700 | $496.2K | 0.40% | +12,700 | New |
| Quinn Opportunity Partners LLC | 12,617 | $492.9K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,589 | $491.9K | 0.02% | +12,589 | New |
| Sciencast Management LP | 12,531 | $489.6K | 0.06% | +12,531 | New |
| Smartleaf Asset Management LLC | 13,286 | $487.2K | 0.02% | +1,632+14.0% | Added |
| Nilsine Partners, LLC | 11,553 | $487.2K | 0.04% | +11,553 | New |
| Spire Wealth Management | 12,270 | $479.4K | 0.02% | −7−0.1% | Reduced |
| Aprio Wealth Management, LLC | 12,146 | $474.6K | 0.03% | +781+6.9% | Added |
| Evelyn Partners Investment Management Services Ltd | 12,109 | $473.3K | 0.06% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 12,031 | $470.0K | 0.15% | +12,031 | New |
| Leuthold Group, LLC | 11,983 | $468.2K | 0.05% | −358−2.9% | Reduced |
| First National Bank of Hutchinson | 11,890 | $464.5K | 0.30% | −2,900−19.6% | Reduced |
| Corient IA LLC | 11,890 | $464.5K | 0.44% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 11,877 | $464.0K | 0.26% | +11,877 | New |