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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.

Q2 2026 vs. Q1 2026

How the institutions holding UBS Group AG changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of UBS: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders68911767+89
Shares1.15B5.31M1.27B+123.7M (+10.8%)
Value$44.5B$203.1M$62.9B+$18.6B (+41.9%)

11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (145)

Institutions that held UBS Group AG at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 145 by value.

Institutions new to UBS in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank95,849,980$4.75B0.47%
Jupiter Topco LLC7,482,210$371.6M0.15%
Dimensional Fund Advisors LP4,893,948$242.5M0.04%
Viking Global Investors LPSuperinvestorViking Global Investors2,435,805$120.8M0.34%
1832 Asset Management L.P.1,697,000$84.1M0.10%
DJE Kapital AG983,564$49.0M0.92%
Van Eck Associates Corp179,747$8.91M0.01%
Toroso Investments, LLC167,457$8.30M0.02%
Marshall Wace, LLP155,130$7.70M0.01%
Dixon Mitchell Investment Counsel Inc.146,000$7.24M0.24%
Mizuho Markets Cayman LP129,919$6.44M0.24%
Lord, Abbett & Co. LLC108,318$5.37M0.02%
Polymer Capital Management (HK) LTD78,801$3.91M0.40%
Evelyn Partners Group Ltd40,992$2.03M0.04%
FCG Investment Co29,563$1.47M0.51%
Global Retirement Partners, LLC26,424$1.31M0.02%
Jain Global LLC24,585$1.22M0.01%
NFJ Investment Group, LLC20,596$826.7K0.03%
REYL & Cie S.A.20,465$786.1K0.91%
Oslo Pensjonsforsikring AS14,896$739.6K0.09%
Gateway Investment Advisers LLC14,763$731.7K0.01%
Diversify Advisory Services, LLC11,559$607.3K0.01%
Axxion S.A.12,134$602.5K0.04%
We Are One Seven, LLC12,074$598.4K0.01%
Benjamin Edwards Inc10,744$532.4K0.00%
Oakmont Investment Advisors, Inc.10,370$513.9K0.36%
Hirtle Callaghan & Co LLC9,986$494.9K0.02%
Caitong International Asset Management Co., Ltd9,476$469.6K0.06%
LVW Advisors, LLC8,815$436.9K0.04%
Fullerton Fund Management Co Ltd.7,327$363.9K0.02%
Natural Investments, LLC7,171$355.0K0.08%
55 North Private Wealth, LLC7,162$354.9K0.07%
Dynamic Technology Lab Private Ltd7,054$350.0K0.08%
Marks Group Wealth Management, Inc6,941$344.0K0.03%
AE Wealth Management LLC6,666$330.4K0.00%
Keel Point, LLC6,613$327.7K0.02%
Riversedge Advisors, LLC6,531$323.7K0.04%
Titleist Asset Management, LLC6,501$322.2K0.02%
Facet Wealth, Inc.6,476$321.0K0.00%
Foster Group, Inc.6,458$320.1K0.01%
Buckingham Strategic Partners6,199$307.2K0.00%
Simplicity Wealth,LLC6,164$305.5K0.01%
Savvy Advisors, Inc.6,059$300.3K0.01%
Portside Wealth Group, LLC6,054$300.0K0.04%
King Luther Capital Management Corp5,923$293.5K0.00%
Venture Visionary Partners LLC5,827$288.8K0.01%
Aspen Grove Capital, LLC5,798$287.4K0.04%
Focus Financial Network, Inc.5,720$283.5K0.01%
OneAscent Family Office, LLC5,691$282.0K0.14%
Welch & Forbes LLC5,660$280.5K0.00%
Oppenheimer & Co Inc5,588$276.9K0.00%
Apollon Wealth Management, LLC5,411$268.2K0.00%
Permanens Capital L.P.5,399$267.6K0.03%
denkapparat Operations GmbH5,388$267.0K0.09%
Interchange Capital Partners, LLC5,258$260.6K0.05%
Ausdal Financial Partners, Inc.5,211$258.3K0.01%
Wealth Alliance5,181$256.8K0.02%
Financial Engines Advisors L.L.C.5,132$254.3K0.00%
Capula Management Ltd5,032$249.4K0.00%
Tranquilli Financial Advisor LLC5,008$248.2K0.13%
Inspire Advisors, LLC5,003$248.1K0.02%
Madson Wealth Advisors Inc5,000$247.8K0.17%
Sym Financial Corp4,982$246.9K0.02%
Sowell Financial Services LLC4,965$246.1K0.01%
Capital Investment Advisors, LLC4,879$241.8K0.00%
Seeds Investor LLC4,875$241.6K0.02%
TCG Advisory Services, LLC4,863$241.0K0.00%
Choate Investment Advisors4,854$240.6K0.00%
Dynamic Advisor Solutions LLC4,830$239.4K0.01%
Macquarie Group Ltd4,823$239.0K0.00%
Granville Capital, Inc.4,803$238.0K0.11%
GDS Wealth Management4,741$235.0K0.01%
S Harris Financial Group, LLC4,700$233.0K0.18%
RMB Capital Management, LLC4,679$231.9K0.00%
Convergence Financial, LLC4,660$231.0K0.02%
Crestwood Advisors Group LLC4,651$230.5K0.00%
PFG Investments, LLC4,637$229.8K0.01%
Intrust Bank NA4,603$228.1K0.02%
J.W. Cole Advisors, Inc.4,588$227.4K0.00%
American Trust4,502$223.1K0.02%
Warren Street Wealth Advisors, LLC4,440$220.0K0.05%
Shelton Capital Management4,435$219.8K0.00%
Westwood Holdings Group Inc.4,412$219.1K0.00%
Klingman & Associates, LLC4,393$217.7K0.01%
JGP Wealth Management, LLC4,376$216.9K0.02%
Stonebrook Private Inc.4,314$213.8K0.04%
Moneta Group Investment Advisors LLC4,313$213.8K0.00%
Verdence Capital Advisors LLC4,271$211.7K0.01%
Fiduciary Financial Group, LLC4,252$210.7K0.02%
Stronghold Wealth Management L.L.C.4,183$207.3K0.28%
Pure Financial Advisors, Inc.4,159$206.1K0.00%
Wedbush Securities Inc4,072$202.0K0.01%
Campbell Deegan Wealth Management, LLC4,064$201.4K0.14%
STG Securities, LLC4,056$201.0K0.22%
Asset Advisory Group, Inc.4,045$200.5K0.09%
Ameritas Advisory Services, LLC3,525$174.7K0.00%
Tiaa-Cref Individual & Institutional Services, LLC3,232$160.2K0.00%
TIAA Wealth Investment Management LLC2,616$129.6K0.00%
Cary Street Partners Financial LLC2,436$120.7K0.00%
Cary Street Partner Investment Advisory LLC2,354$116.7K0.02%

Sold out (56)

Institutions that held UBS Group AG at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of UBS in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Renaissance Technologies LLC686,991$26.8M
Gemsstock Limited630,741$24.2M
Point72 Asset Management, L.P.581,139$22.7M
PBU - The Pension Fund of Early Childhood & Youth Educators490,514$18.8M
Chilton Investment Co LLC285,184$11.1M
Victory Capital Management Inc294,057$9.04M
Walleye Capital LLC199,385$7.79M
Alberta Investment Management Corp142,510$5.48M
Balyasny Asset Management LLC123,796$4.84M
Karl Kapital LLC88,866$3.47M
Walleye Trading LLC81,498$3.18M
Old Mission Capital LLC74,367$3.04M
Trivant Custom Portfolio Group, LLC64,462$2.52M
South Shore Capital Advisors56,737$2.17M
Aquatic Capital Management LLC37,276$1.46M
Fox Run Management, L.L.C.27,520$1.01M
University of Texas/Texas Am Investment Managment Co25,629$1.00M
SkyView Investment Advisors, LLC19,431$759.0K
Verition Fund Management LLC18,328$716.1K
CenterStar Asset Management, LLC18,289$714.3K
Climber Capital SA17,618$677.1K
XY Capital Ltd16,150$631.0K
Beacon Pointe Advisors, LLC13,506$527.7K
Northside Capital Management, LLC12,823$501.0K
Quinn Opportunity Partners LLC12,617$492.9K
Centiva Capital, LP12,589$491.9K
Sciencast Management LP12,531$489.6K
Root Financial Partners, LLC11,583$452.5K
SG Americas Securities, LLC9,200$359.0K
Brown Advisory Inc8,294$324.0K
CTC Alternative Strategies, Ltd.8,208$315.1K
Evoke Wealth, LLC7,806$305.0K
BTG Pactual Asset Management US LLC6,972$268.0K
111 Capital6,018$231.4K
a16z Perennial Management, L.P.5,648$220.7K
Prospera Financial Services Inc5,545$216.7K
FLC Capital Advisors5,468$213.6K
MQS Management LLC5,141$200.9K
Opal Wealth Advisors, LLC2,506$97.9K
Sound Income Strategies, LLC1,378$54.8K
Twin Peaks Wealth Advisors, LLC1,237$48.3K
Addison Advisors LLC711$27.8K
Union Savings Bank410$16.0K
Innovative Asset Advisors Group, LLC360$14.1K
RWM Asset Management, LLC315$12.3K
True Link Financial Advisors, LLC216$8.44K
Westend Capital Management, LLC191$7.46K
Albion Financial Group188$7.35K
Harbor Asset Planning, Inc.133$5.20K
Bank of Jackson Hole Trust100$4.14K
Key Capital Management, INC103$4.02K
Intentional Wealth Strategies, LLC70$2.73K
Golden State Equity Partners60$2.34K
MBM Wealth Consultants, LLC56$2.19K
Toth Financial Advisory Corp3$118
Lloyd Advisory Services, LLC.1$27

Not filed for Q2 2026 yet (11)

Institutions that held UBS Group AG at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UBS in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC5,193,433$198.5M
Skopos Labs, Inc.29,114$1.14M
Evelyn Partners Investment Management LLP28,866$1.13M
U.S. Capital Wealth Advisors, LLC19,945$779.3K
Evelyn Partners Investment Management Services Ltd12,109$473.3K
My Portfolio Guide, LLC11,877$464.0K
CWM, LLC11,249$439.5K
Anfield Capital Management, LLC3,034$118.5K
McIlrath & Eck, LLC991$38.7K
Sofos Investments, Inc.340$13.3K
Sunbelt Securities, Inc.151$5.90K