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 |
|---|---|---|---|---|---|
| Aire Advisors, LLC | 5,647 | $220.6K | 0.04% | +29+0.5% | Added |
| Pictet Bank & Trust Ltd | 5,758 | $220.2K | 0.29% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 5,284 | $219.2K | 0.02% | +5,284 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,700 | $219.0K | 0.07% | +950+20.0% | Added |
| Ashton Thomas Private Wealth, LLC | 5,594 | $218.6K | 0.01% | −74−1.3% | Reduced |
| Harbour Investments, Inc. | 5,586 | $218.2K | 0.00% | +369+7.1% | Added |
| Brucke Financial, Inc. | 5,577 | $217.9K | 0.11% | −4,895−46.7% | Reduced |
| West Family Investments, Inc. | 5,558 | $217.2K | 0.08% | −4,137−42.7% | Reduced |
| Prospera Financial Services Inc | 5,545 | $216.7K | 0.00% | −12,701−69.6% | Reduced |
| FLC Capital Advisors | 5,468 | $213.6K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 5,388 | $210.5K | 0.02% | −742−12.1% | Reduced |
| Advisory Services Network, LLC | 5,364 | $209.6K | 0.00% | +528+10.9% | Added |
| Syverson Strege & Co | 5,349 | $209.0K | 0.05% | −392−6.8% | Reduced |
| MONECO Advisors, LLC | 5,327 | $208.1K | 0.02% | +44+0.8% | Added |
| PCM Encore, LLC | 5,282 | $206.4K | 0.04% | +5,282 | New |
| Glen Eagle Advisors, LLC | 5,282 | $206.4K | 0.03% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $206.3K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 5,278 | $206.2K | 0.01% | −3,805−41.9% | Reduced |
| SRS Capital Advisors, Inc. | 5,210 | $205.9K | 0.01% | −2,527−32.7% | Reduced |
| Massmutual Trust Co FSB | 5,218 | $203.9K | 0.01% | −342−6.2% | Reduced |
| MQS Management LLC | 5,141 | $200.9K | 0.14% | +5,141 | New |
| Cheviot Value Management, LLC | 5,119 | $200.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,894 | $191.2K | 0.05% | 00.0% | Unchanged |
| Hilltop National Bank | 4,849 | $189.4K | 0.05% | +379+8.5% | Added |
| Independence Bank of Kentucky | 4,766 | $182.5K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,750 | $146.5K | 0.01% | −1,196−24.2% | Reduced |
| Umb Bank N A | 3,497 | $136.6K | 0.00% | −331−8.6% | Reduced |
| Allianz SE | 3,390 | $129.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,175 | $124.0K | 0.01% | +306+10.7% | Added |
| Golden State Wealth Management, LLC | 3,144 | $122.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,056 | $119.4K | 0.00% | −1,098−26.4% | Reduced |
| Anfield Capital Management, LLC | 3,034 | $118.5K | 0.03% | +3,034 | New |
| Rosenberg Matthew Hamilton | 2,667 | $104.2K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 2,612 | $102.1K | 0.04% | +2,612 | New |
| Bruce G. Allen Investments, LLC | 2,575 | $100.6K | 0.07% | −66−2.5% | Reduced |
| Atlantic Union Bankshares Corp | 2,564 | $100.2K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,506 | $97.9K | 0.02% | +2,506 | New |
| Bayforest Capital Ltd | 2,503 | $97.8K | 0.11% | −1,005−28.6% | Reduced |
| Fifth Third Bancorp | 2,313 | $90.4K | 0.00% | +20+0.9% | Added |
| Ancora Advisors, LLC | 2,207 | $86.2K | 0.00% | +1,989+912.4% | Added |
| Westside Investment Management, Inc. | 2,095 | $82.6K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 2,096 | $81.9K | 0.06% | +2,096 | New |
| Mountain Hill Investment Partners Corp. | 2,000 | $78.1K | 0.05% | −6,000−75.0% | Reduced |
| Activest Wealth Management | 2,000 | $76.5K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,700 | $66.4K | 0.04% | +100+6.3% | Added |
| MAI Capital Management | 1,674 | $65.4K | 0.00% | +875+109.5% | Added |
| GAMMA Investing LLC | 1,611 | $62.9K | 0.00% | +311+23.9% | Added |
| Bryn Mawr Trust Co | 1,590 | $62.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,513 | $59.1K | 0.00% | +50+3.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,425 | $55.7K | 0.01% | −150−9.5% | Reduced |
| Sound Income Strategies, LLC | 1,378 | $54.8K | 0.00% | +11+0.8% | Added |
| Nisa Investment Advisors, LLC | 1,354 | $52.9K | 0.00% | +354+35.4% | Added |
| Salomon & Ludwin, LLC | 1,297 | $51.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,143 | $50.4K | 0.01% | +174+18.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,237 | $48.3K | 0.01% | +1,237 | New |
| Larson Financial Group LLC | 1,169 | $45.7K | 0.00% | +293+33.4% | Added |
| Ares Financial Consulting, LLC | 1,130 | $44.9K | 0.04% | +1,062+1,561.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,120 | $43.6K | 0.00% | +490+77.8% | Added |
| Community Bank, N.A. | 1,000 | $39.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 991 | $38.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 988 | $38.6K | 0.01% | +215+27.8% | Added |
| Bayban | 1,000 | $38.3K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 969 | $37.9K | 0.03% | 00.0% | Unchanged |
| SHP Wealth Management | 963 | $37.6K | 0.00% | +60+6.6% | Added |
| Smithfield Trust Co | 900 | $36.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 906 | $35.4K | 0.01% | +477+111.2% | Added |
| Prosperity Bancshares Inc | 870 | $34.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 858 | $33.5K | 0.00% | +263+44.2% | Added |
| Robinswood Financial LLC | 798 | $31.2K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 715 | $27.9K | 0.00% | +57+8.7% | Added |
| Addison Advisors LLC | 711 | $27.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 650 | $25.0K | 0.00% | +186+40.1% | Added |
| Whipplewood Advisors, LLC | 635 | $24.8K | 0.01% | +635 | New |
| Private Trust Co NA | 635 | $24.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 591 | $23.1K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 591 | $23.1K | 0.00% | +450+319.1% | Added |
| TD Private Client Wealth LLC | 559 | $21.8K | 0.00% | −685−55.1% | Reduced |
| WealthCollab, LLC | 509 | $19.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 501 | $19.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $19.5K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 509 | $19.5K | 0.01% | −499−49.5% | Reduced |
| CoreCap Advisors, LLC | 497 | $19.4K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 460 | $18.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 451 | $17.6K | 0.00% | +10+2.3% | Added |
| Acumen Wealth Advisors, LLC | 429 | $16.8K | 0.00% | −43−9.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 411 | $16.1K | 0.00% | −36−8.1% | Reduced |
| Union Savings Bank | 410 | $16.0K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 400 | $15.6K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 383 | $15.2K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 373 | $14.6K | 0.00% | −66−15.0% | Reduced |
| Highline Wealth Partners LLC | 360 | $14.1K | 0.00% | −219−37.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 360 | $14.1K | 0.01% | +360 | New |
| Truvestments Capital LLC | 348 | $13.6K | 0.00% | +342+5,700.0% | Added |
| Sofos Investments, Inc. | 340 | $13.3K | 0.00% | +339+33,900.0% | Added |
| Hanson & Doremus Investment Management | 339 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 328 | $12.8K | 0.00% | −46−12.3% | Reduced |
| RWM Asset Management, LLC | 315 | $12.3K | 0.00% | +315 | New |
| Sterling Capital Management LLC | 314 | $12.3K | 0.00% | −1−0.3% | Reduced |
| Raffa Wealth Management, LLC | 304 | $11.9K | 0.00% | −72−19.1% | Reduced |
| CX Institutional | 288 | $11.0K | 0.00% | +64+28.6% | Added |