UBS Group AG

UBS

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0001610520

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in UBS Group AG as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 6; +2 vs. Q2 2026
Shares held: 27.6K; +3.58K (+14.9%) vs. Q2 2026
Total value: $1.33M; +$137.8K (+11.6%) vs. Q2 2026
New holders: 2; 3 more added
Sold out: 0; 0 more reduced

763 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders

Value held

Institutions holding UBS and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q2 2026.

Institutions holding UBS in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Versant Capital Management, Inc	24,041	$1.16M	0.10%	+509+2.2%	Added
Miller Global Investments, LLC	2,758	$132.7K	0.11%	+2,758	New
CX Institutional	424	$20.0K	0.00%	+200+89.3%	Added
Roxbury Financial LLC	208	$10.0K	0.01%	00.0%	Unchanged
Planning Strategies Inc.	111	$5.34K	0.00%	+111	New
Noble Wealth Management PBC	26	$1.25K	0.00%	+5+23.8%	Added
UBS Group AG	–	–	–	–	Not filed
Vanguard Capital Management LLC	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Fisher Asset Management, LLC	–	–	–	–	Not filed
Massachusetts Financial Services Co	–	–	–	–	Not filed
Wellington Management Group LLP	–	–	–	–	Not filed
FMR LLC	–	–	–	–	Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)	–	–	–	–	Not filed
Cevian Capital II GP LTD	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Dodge & Cox	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
Vanguard Fiduciary Trust Co	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
Legal & General Group Plc	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
Pzena Investment Management LLC	–	–	–	–	Not filed
Arrowstreet Capital, Limited Partnership	–	–	–	–	Not filed
Assenagon Asset Management S.A.	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
Vontobel Holding Ltd.	–	–	–	–	Not filed
Capital World Investors	–	–	–	–	Not filed
Nuveen, LLC	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
Canada Pension Plan Investment Board	–	–	–	–	Not filed
Caisse des Depots Et Consignations	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Citigroup Inc	–	–	–	–	Not filed
Banque Cantonale Vaudoise	–	–	–	–	Not filed
Ninety One UK Ltd	–	–	–	–	Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
Allianz Asset Management GmbH	–	–	–	–	Not filed
Russell Investments Group, Ltd.	–	–	–	–	Not filed
WCM Investment Management, LLC	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
Bank Julius Baer & Co. Ltd, Zurich	–	–	–	–	Not filed
Royal Bank of Canada	–	–	–	–	Not filed
Qube Research & Technologies Ltd	–	–	–	–	Not filed
Compagnie Lombard Odier SCmA	–	–	–	–	Not filed
M&G Plc	–	–	–	–	Not filed
Dimensional Fund Advisors LP	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
Northern Trust Corp	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
BlackRock, Inc.	–	–	–	–	Not filed
Aviva PLC	–	–	–	–	Not filed
Acadian Asset Management LLC	–	–	–	–	Not filed
Royal London Asset Management Ltd	–	–	–	–	Not filed
Great West Life Assurance Co	–	–	–	–	Not filed
Clearbridge Investments, LLC	–	–	–	–	Not filed
TD Asset Management Inc	–	–	–	–	Not filed
LGT Group Foundation	–	–	–	–	Not filed
DekaBank Deutsche Girozentrale	–	–	–	–	Not filed
Public Sector Pension Investment Board	–	–	–	–	Not filed
Liontrust Investment Partners LLP	–	–	–	–	Not filed
Viking Global Investors LPSuperinvestorViking Global Investors	–	–	–	–	Not filed
ASR Vermogensbeheer N.V.	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
Border to Coast Pensions Partnership Ltd	–	–	–	–	Not filed
American Century Companies Inc	–	–	–	–	Not filed
Invesco Ltd.	–	–	–	–	Not filed
Korea Investment CORP	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Life Cycle Investment Partners Ltd	–	–	–	–	Not filed
Generali Asset Management SPA SGR	–	–	–	–	Not filed
State of Tennessee, Treasury Department	–	–	–	–	Not filed
Moore Capital Management, LP	–	–	–	–	Not filed
1832 Asset Management L.P.	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
Ameriprise Financial Inc	–	–	–	–	Not filed
Credit Agricole S A	–	–	–	–	Not filed
Banque Pictet & Cie SA	–	–	–	–	Not filed
ABN AMRO Bank N.V.	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed
FIL Ltd	–	–	–	–	Not filed
Brandes Investment Partners, LP	–	–	–	–	Not filed
Grantham, Mayo, Van Otterloo & Co. LLC	–	–	–	–	Not filed
SEB Asset Management AB	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
Lansforsakringar Fondforvaltning AB (publ)	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
Rathbone Brothers plc	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
Crocodile Capital Partners GmbH	–	–	–	–	Not filed
Mediolanum International Funds Ltd	–	–	–	–	Not filed
Zurich Insurance Group Ltd	–	–	–	–	Not filed
DJE Kapital AG	–	–	–	–	Not filed
Patient Capital Management, LLC	–	–	–	–	Not filed