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 |
|---|---|---|---|---|---|
| Ossiam | 12,060 | $461.2K | 0.01% | −59,461−83.1% | Reduced |
| Custom Index Systems, LLC | 11,718 | $457.8K | 0.20% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 11,695 | $456.9K | 0.31% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 11,583 | $452.5K | 0.02% | −4,604−28.4% | Reduced |
| Drive Wealth Management, LLC | 11,553 | $451.4K | 0.10% | −1,047−8.3% | Reduced |
| Studio Investment Management LLC | 11,484 | $448.7K | 0.08% | −28−0.2% | Reduced |
| CWM, LLC | 11,249 | $439.5K | 0.00% | +1,668+17.4% | Added |
| Mission Wealth Management, LP | 11,143 | $435.4K | 0.01% | −276−2.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 11,116 | $434.3K | 0.02% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 11,272 | $431.1K | 0.02% | −1,244−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,912 | $426.3K | 0.00% | +78+0.7% | Added |
| Stephens Inc | 10,848 | $423.8K | 0.01% | −1,291−10.6% | Reduced |
| D.A. Davidson & Co. | 10,831 | $423.2K | 0.00% | +112+1.0% | Added |
| D'Orazio & Associates, Inc. | 10,784 | $421.3K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10,748 | $419.9K | 0.03% | −2,462−18.6% | Reduced |
| Arkadios Wealth Advisors | 10,676 | $417.1K | 0.01% | +810+8.2% | Added |
| M.E. Allison & Co., Inc. | 10,560 | $412.6K | 0.27% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 10,609 | $407.8K | 0.00% | −8,986−45.9% | Reduced |
| Indivisible Partners | 10,408 | $406.6K | 0.04% | −231−2.2% | Reduced |
| Optas, LLC | 10,197 | $398.4K | 0.06% | −6−0.1% | Reduced |
| National Asset Management, Inc. | 10,793 | $395.8K | 0.03% | −2,871−21.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 10,126 | $395.6K | 0.00% | +27+0.3% | Added |
| Roundview Capital LLC | 10,062 | $393.1K | 0.02% | −1,000−9.0% | Reduced |
| Credit Capital Investments LLC | 10,000 | $390.7K | 0.35% | −5,000−33.3% | Reduced |
| Wedmont Private Capital | 9,433 | $390.0K | 0.01% | −487−4.9% | Reduced |
| Diversify Wealth Management, LLC | 9,077 | $387.8K | 0.01% | +9,077 | New |
| Gallacher Capital Management LLC | 9,772 | $381.8K | 0.15% | −5,178−34.6% | Reduced |
| Traphagen Investment Advisors LLC | 9,745 | $380.7K | 0.03% | +9,745 | New |
| Lido Advisors, LLC | 9,727 | $380.1K | 0.00% | +1,142+13.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,703 | $379.1K | 0.01% | +3,085+46.6% | Added |
| Commerce Bank | 9,682 | $378.3K | 0.00% | +739+8.3% | Added |
| J.Safra Asset Management Corp | 9,340 | $364.9K | 0.02% | +9,340 | New |
| Frec Markets, Inc. | 9,318 | $364.1K | 0.06% | +1,809+24.1% | Added |
| SG Americas Securities, LLC | 9,200 | $359.0K | 0.00% | +9,200 | New |
| Mather Group, LLC. | 9,175 | $358.5K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 9,122 | $356.4K | 0.00% | +618+7.3% | Added |
| Valeo Financial Advisors, LLC | 9,121 | $356.4K | 0.01% | −7,665−45.7% | Reduced |
| Anchyra Partners LLC | 9,090 | $355.1K | 0.11% | +294+3.3% | Added |
| Allworth Financial LP | 9,085 | $354.9K | 0.00% | +953+11.7% | Added |
| Fiduciary Trust Co | 9,037 | $353.1K | 0.00% | −77−0.8% | Reduced |
| Aaron Wealth Advisors | 8,938 | $349.2K | 0.02% | +8,938 | New |
| Kingsview Wealth Management, LLC | 8,933 | $349.0K | 0.00% | +487+5.8% | Added |
| Compton Wealth Advisory Group, LLC | 8,780 | $348.9K | 0.08% | 00.0% | Unchanged |
| Focused Alpha, LLC | 8,773 | $342.8K | 0.11% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 8,772 | $342.7K | 0.04% | +2,540+40.8% | Added |
| Five Oceans Advisors | 8,767 | $342.5K | 0.12% | 00.0% | Unchanged |
| Blair William & Co | 8,597 | $335.9K | 0.00% | −1,667−16.2% | Reduced |
| Ellevest, Inc. | 8,464 | $330.7K | 0.05% | +8,464 | New |
| EJMK Ventures LLC | 8,455 | $330.3K | 0.18% | −2,943−25.8% | Reduced |
| Werba Rubin Papier Wealth Management | 8,442 | $329.8K | 0.05% | +159+1.9% | Added |
| PUREfi Wealth, LLC | 8,364 | $326.8K | 0.21% | +1,424+20.5% | Added |
| Brown Advisory Inc | 8,294 | $324.0K | 0.00% | +8,294 | New |
| Storgate, LLC | 8,254 | $322.5K | 0.25% | +8,254 | New |
| Perigon Wealth Management, LLC | 8,250 | $322.3K | 0.01% | +699+9.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,166 | $319.0K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 8,136 | $317.9K | 0.01% | −232−2.8% | Reduced |
| CTC Alternative Strategies, Ltd. | 8,208 | $315.1K | 0.72% | +8,208 | New |
| Investors Research Corp | 8,036 | $314.0K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,883 | $308.0K | 0.00% | −3,873−32.9% | Reduced |
| Evoke Wealth, LLC | 7,806 | $305.0K | 0.01% | +943+13.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,765 | $303.4K | 0.00% | −9,786−55.8% | Reduced |
| Principal Street Partners, LLC | 7,694 | $300.6K | 0.05% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 7,661 | $299.3K | 0.02% | −485−6.0% | Reduced |
| Traveka Wealth, LLC | 7,500 | $293.0K | 0.11% | −78−1.0% | Reduced |
| Mattson Financial Services, LLC | 7,404 | $289.3K | 0.07% | +7,404 | New |
| Greenspring Advisors, LLC | 7,316 | $285.8K | 0.02% | +820+12.6% | Added |
| Westover Capital Advisors, LLC | 7,300 | $285.2K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,273 | $284.1K | 0.00% | −104−1.4% | Reduced |
| Cromwell Holdings LLC | 7,242 | $282.9K | 0.16% | 00.0% | Unchanged |
| New Republic Capital, LLC | 7,151 | $279.4K | 0.09% | −4,065−36.2% | Reduced |
| Zhang Financial LLC | 7,061 | $275.9K | 0.01% | −212−2.9% | Reduced |
| Brighton Jones LLC | 7,053 | $275.5K | 0.01% | +7,053 | New |
| NewEdge Wealth, LLC | 7,023 | $274.4K | 0.00% | −7,332−51.1% | Reduced |
| Columbia Asset Management | 6,998 | $273.4K | 0.05% | +62+0.9% | Added |
| Brown Financial Advisors | 6,981 | $272.7K | 0.10% | +6,981 | New |
| BTG Pactual Asset Management US LLC | 6,972 | $268.0K | 0.03% | +6,972 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,997 | $267.6K | 0.00% | +1,859+36.2% | Added |
| Seven Mile Advisory | 6,737 | $263.2K | 0.19% | +303+4.7% | Added |
| EP Wealth Advisors, LLC | 6,502 | $254.0K | 0.00% | −5,992−48.0% | Reduced |
| Centurion Wealth Management LLC | 6,500 | $254.0K | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,476 | $253.0K | 0.00% | −9,005−58.2% | Reduced |
| First City Capital Management, Inc. | 6,464 | $252.5K | 0.13% | −5−0.1% | Reduced |
| Collaborative Fund Advisors, LLC | 6,441 | $251.7K | 0.16% | +6,441 | New |
| SBI Securities Co., Ltd. | 6,399 | $250.0K | 0.01% | +119+1.9% | Added |
| Simmons Bank | 6,399 | $250.0K | 0.02% | −2,168−25.3% | Reduced |
| Athena Wealth Management, LLC | 6,264 | $244.7K | 0.20% | +6,264 | New |
| Hilltop Holdings Inc. | 6,360 | $244.5K | 0.02% | −3,130−33.0% | Reduced |
| Angeles Wealth Management, LLC | 6,241 | $243.8K | 0.01% | +6,241 | New |
| Soltis Investment Advisors LLC | 6,214 | $242.8K | 0.02% | +226+3.8% | Added |
| Granite Group Advisors, LLC | 6,104 | $241.5K | 0.15% | 00.0% | Unchanged |
| Sunpointe, LLC | 6,144 | $240.0K | 0.08% | −20−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,047 | $236.3K | 0.00% | +171+2.9% | Added |
| Greykasell Wealth Strategies, Inc. | 6,044 | $236.1K | 0.10% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,021 | $235.2K | 0.00% | −140−2.3% | Reduced |
| Integrated Investment Consultants, LLC | 5,981 | $233.7K | 0.05% | 00.0% | Unchanged |
| 111 Capital | 6,018 | $231.4K | 0.06% | +6,018 | New |
| OneAscent Financial Services LLC | 5,838 | $228.1K | 0.01% | +5,838 | New |
| SCS Capital Management LLC | 5,831 | $227.8K | 0.00% | 00.0% | Unchanged |
| Integrity Financial Corp | 5,655 | $220.9K | 0.11% | +5,655 | New |
| a16z Perennial Management, L.P. | 5,648 | $220.7K | 0.02% | −511−8.3% | Reduced |