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, Q2 2026
Institutional positions in UBS Group AG as of Jun 30, 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
- 767
- +89 vs. Q1 2026
- Shares held
- 1.27B
- +123.7M (+10.8%) vs. Q1 2026
- Total value
- $62.9B
- +$18.6B (+41.9%) vs. Q1 2026
- New holders
- 145
- 279 more added
- Sold out
- 56
- 225 more reduced
11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 126 | $6.25K | 0.00% | +45+55.6% | Added |
| Provenance Wealth Advisors, LLC | 120 | $5.95K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 116 | $5.75K | 0.00% | +116 | New |
| Grove Bank & Trust | 113 | $5.60K | 0.00% | +5+4.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 108 | $5.35K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 97 | $4.81K | 0.00% | +97 | New |
| Kozak & Associates, Inc. | 96 | $4.77K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 100 | $4.71K | 0.00% | +100 | New |
| Godfrey Financial Associates, Inc. | 92 | $4.56K | 0.00% | −26−22.0% | Reduced |
| N.E.W. Advisory Services LLC | 87 | $4.31K | 0.00% | +87 | New |
| West Paces Advisors Inc. | 85 | $4.21K | 0.00% | +85 | New |
| First Pacific Financial | 83 | $4.11K | 0.00% | −29−25.9% | Reduced |
| IFG Advisory, LLC | 83 | $4.10K | 0.00% | +83 | New |
| Gleason Group, Inc. | 80 | $3.96K | 0.00% | +80 | New |
| Kayne Anderson Rudnick Investment Management LLC | 75 | $3.72K | 0.00% | +10+15.4% | Added |
| Fortitude Family Office, LLC | 74 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $3.52K | 0.00% | +16+29.1% | Added |
| Stone House Investment Management, LLC | 71 | $3.52K | 0.00% | +39+121.9% | Added |
| Aventura Private Wealth, LLC | 69 | $3.42K | 0.00% | +69 | New |
| GHP Investment Advisors, Inc. | 67 | $3.32K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 59 | $2.92K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 56 | $2.80K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 56 | $2.77K | 0.00% | −22,179−99.7% | Reduced |
| Asset Dedication, LLC | 55 | $2.73K | 0.00% | +24+77.4% | Added |
| Federated Hermes, Inc. | 54 | $2.68K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 53 | $2.63K | 0.00% | +53 | New |
| SWAN Capital LLC | 48 | $2.38K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 46 | $2.36K | 0.00% | +46 | New |
| Sankala Group LLC | 44 | $2.33K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 46 | $2.28K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $2.23K | 0.00% | +25+125.0% | Added |
| Dogwood Wealth Management LLC | 41 | $2.03K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 40 | $1.98K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 38 | $1.97K | 0.00% | +38 | New |
| Downshift Financial, LLC | 39 | $1.93K | 0.00% | +39 | New |
| Armstrong Advisory Group, Inc | 38 | $1.88K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 38 | $1.88K | 0.00% | +3+8.6% | Added |
| Monetary Solutions, Ltd | 38 | $1.88K | 0.00% | +30+375.0% | Added |
| Brown, Lisle/Cummings, Inc. | 35 | $1.74K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 35 | $1.74K | 0.00% | +35 | New |
| Southern Michigan Bank & Trust | 39 | $1.71K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 33 | $1.64K | 0.00% | +33 | New |
| Quent Capital, LLC | 31 | $1.54K | 0.00% | +31 | New |
| Cassaday & Co Wealth Management LLC | 30 | $1.49K | 0.00% | −87−74.4% | Reduced |
| Trifecta Capital Advisors, LLC | 30 | $1.49K | 0.00% | −66−68.8% | Reduced |
| TD Capital Management LLC | 29 | $1.44K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 27 | $1.34K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 26 | $1.29K | 0.00% | +26 | New |
| Noble Wealth Management PBC | 21 | $1.04K | 0.00% | +21 | New |
| Pin Oak Investment Advisors Inc | 22 | $1.00K | 0.00% | +22 | New |
| Forum Finance Group S.A. | 14 | $1.00K | 0.00% | +14 | New |
| Halbert Hargrove Global Advisors, LLC | 19 | $926 | 0.00% | +19 | New |
| Buck Wealth Strategies, LLC | 16 | $793 | 0.00% | +16 | New |
| Ameriflex Group, Inc. | 14 | $694 | 0.00% | +14 | New |
| Beacon Investment Advisory Services, Inc. | 13 | $645 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 11 | $545 | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 10 | $496 | 0.00% | +10 | New |
| Nvest Wealth Strategies, Inc. | 9 | $447 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 8 | $395 | 0.00% | +8 | New |
| Truvestments Capital LLC | 6 | $297 | 0.00% | −342−98.3% | Reduced |
| Mosley Wealth Management | 6 | $297 | 0.00% | +6 | New |
| Midwest Capital Advisors, LLC | 4 | $198 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 509 | – | – | +509 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −686,991−100.0% | Sold out |
| Gemsstock Limited | 0 | $0 | 0.00% | −630,741−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −581,139−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −490,514−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −285,184−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −294,057−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −199,385−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −142,510−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −123,796−100.0% | Sold out |
| Karl Kapital LLC | 0 | $0 | 0.00% | −88,866−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −81,498−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −74,367−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −64,462−100.0% | Sold out |
| South Shore Capital Advisors | 0 | $0 | 0.00% | −56,737−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −37,276−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −27,520−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −25,629−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −19,431−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −18,328−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −18,289−100.0% | Sold out |
| Climber Capital SA | 0 | $0 | 0.00% | −17,618−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −16,150−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −13,506−100.0% | Sold out |
| Northside Capital Management, LLC | 0 | $0 | 0.00% | −12,823−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −12,617−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,589−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −12,531−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −11,583−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −8,294−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −8,208−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −7,806−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −6,972−100.0% | Sold out |