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; 767 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 | 767 | $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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 279 | $10.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 277 | $10.8K | 0.00% | +277 | New |
| Financial Consulate, Inc | 254 | $9.92K | 0.00% | −64−20.1% | Reduced |
| Main Street Group, LTD | 242 | $9.46K | 0.00% | +242 | New |
| Retirement Wealth Solutions LLC | 239 | $9.34K | 0.01% | +4+1.7% | Added |
| Montag A & Associates Inc | 237 | $9.26K | 0.00% | −64−21.3% | Reduced |
| Principia Wealth Advisory, LLC | 229 | $8.95K | 0.01% | +44+23.8% | Added |
| Bell Investment Advisors, Inc | 226 | $8.83K | 0.00% | −165−42.2% | Reduced |
| Paradigm Asset Management Co LLC | 224 | $8.75K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 224 | $8.58K | 0.00% | −57−20.3% | Reduced |
| True Link Financial Advisors, LLC | 216 | $8.44K | 0.00% | +216 | New |
| Cornerstone Financial Management LLC | 209 | $8.17K | 0.01% | +11+5.6% | Added |
| Roxbury Financial LLC | 205 | $8.02K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 205 | $8.01K | 0.00% | +121+144.0% | Added |
| American Capital Advisory, LLC | 203 | $7.93K | 0.00% | +150+283.0% | Added |
| MPWM Advisory Solutions, LLC | 200 | $7.81K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 192 | $7.50K | 0.00% | +9+4.9% | Added |
| Westend Capital Management, LLC | 191 | $7.46K | 0.00% | −8−4.0% | Reduced |
| UMA Financial Services, Inc. | 190 | $7.42K | 0.00% | +27+16.6% | Added |
| Albion Financial Group | 188 | $7.35K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 186 | $7.27K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 180 | $7.03K | 0.00% | −61−25.3% | Reduced |
| Arlington Trust Co LLC | 180 | $7.03K | 0.00% | +180 | New |
| Penserra Capital Management LLC | 189 | $7.00K | 0.00% | −3−1.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 175 | $6.84K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 162 | $6.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 160 | $6.25K | 0.00% | +26+19.4% | Added |
| Sunbelt Securities, Inc. | 151 | $5.90K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 160 | $5.87K | 0.00% | −15−8.6% | Reduced |
| Harbor Investment Advisory, LLC | 146 | $5.70K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 141 | $5.51K | 0.00% | +32+29.4% | Added |
| CVA Family Office, LLC | 138 | $5.39K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 137 | $5.35K | 0.01% | +137 | New |
| Private Wealth Asset Management, LLC | 136 | $5.31K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 133 | $5.20K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 131 | $5.12K | 0.00% | +131 | New |
| Bravera Wealth | 132 | $5.05K | 0.00% | −14−9.6% | Reduced |
| JPL Wealth Management, LLC | 123 | $4.81K | 0.00% | +123 | New |
| Dunhill Financial, LLC | 123 | $4.75K | 0.00% | +123 | New |
| Provenance Wealth Advisors, LLC | 120 | $4.69K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 118 | $4.61K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 117 | $4.57K | 0.00% | +117 | New |
| Rossby Financial, LCC | 111 | $4.41K | 0.00% | +94+552.9% | Added |
| First Pacific Financial | 112 | $4.38K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 108 | $4.22K | 0.00% | +16+17.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 108 | $4.22K | 0.00% | −30−21.7% | Reduced |
| Bank of Jackson Hole Trust | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 96 | $4.09K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 103 | $4.02K | 0.00% | +103 | New |
| First Command Advisory Services, Inc. | 98 | $3.80K | 0.00% | +62+172.2% | Added |
| Trifecta Capital Advisors, LLC | 96 | $3.75K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 81 | $3.16K | 0.00% | −9−10.0% | Reduced |
| Fortitude Family Office, LLC | 74 | $2.89K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 70 | $2.73K | 0.00% | +70 | New |
| Strategic Wealth Partners, Ltd. | 69 | $2.70K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 67 | $2.62K | 0.00% | +67 | New |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $2.54K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 60 | $2.34K | 0.00% | +60 | New |
| Burk Holdings LLC | 59 | $2.31K | 0.00% | +59 | New |
| Basepoint Wealth LLC | 56 | $2.21K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 56 | $2.19K | 0.00% | +56 | New |
| Bogart Wealth, LLC | 55 | $2.15K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 54 | $2.11K | 0.00% | −39−41.9% | Reduced |
| Avion Wealth | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 48 | $1.88K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 46 | $1.80K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 44 | $1.63K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 41 | $1.60K | 0.00% | +41 | New |
| Advocate Investing Services LLC | 40 | $1.56K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 38 | $1.49K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 39 | $1.44K | 0.00% | +39 | New |
| Brown, Lisle/Cummings, Inc. | 35 | $1.37K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 35 | $1.37K | 0.00% | +35 | New |
| Stone House Investment Management, LLC | 32 | $1.25K | 0.00% | −79−71.2% | Reduced |
| Asset Dedication, LLC | 31 | $1.21K | 0.00% | +31 | New |
| TD Capital Management LLC | 29 | $1.13K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 27 | $1.05K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 20 | $782 | 0.00% | −3−13.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 13 | $508 | 0.00% | +13 | New |
| Nemes Rush Group LLC | 11 | $430 | 0.00% | −9−45.0% | Reduced |
| Kilter Group LLC | 10 | $391 | 0.00% | −4−28.6% | Reduced |
| Nvest Wealth Strategies, Inc. | 9 | $352 | 0.00% | +9 | New |
| Monetary Solutions, Ltd | 8 | $313 | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 4 | $156 | 0.00% | +4 | New |
| Toth Financial Advisory Corp | 3 | $118 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1 | $27 | 0.00% | +1 | New |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −9,128,817−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −2,138,351−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,819,630−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −690,725−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −356,549−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −222,920−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −207,412−100.0% | Sold out |
| DJE Kapital AG | 0 | $0 | 0.00% | −203,050−100.0% | Sold out |
| Black Diamond Capital Management I, LLLP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −111,400−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −82,661−100.0% | Sold out |