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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.

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
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 767 institutions
Value held
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026767$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$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
InstitutionSharesValue% of portfolioChange in sharesAction
EFG International AG––––Not filed
J. Safra Sarasin Holding AG––––Not filed
Thrivent Financial for Lutherans––––Not filed
Wells Fargo & Company––––Not filed
Raymond James Financial Inc––––Not filed
Alliancebernstein L.P.––––Not filed
GAM Holding AG––––Not filed
Quantinno Capital Management LP––––Not filed
Jane Street Group, LLC––––Not filed
Mackenzie Financial Corp––––Not filed
Channing Global Advisors, LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Systrade AG––––Not filed
Levin Capital Strategies, L.P.––––Not filed
Edmond de Rothschild Holding S.A.––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Stifel Financial Corp––––Not filed
Fiera Capital Corp––––Not filed
Maryland State Retirement & Pension System––––Not filed
Baker Avenue Asset Management, LP––––Not filed
USS Investment Management Ltd––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Creative Planning––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
Voya Investment Management LLC––––Not filed
Haven Global Partners, LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
Lazard Asset Management LLC––––Not filed
Great Lakes Advisors, LLC––––Not filed
LGT Fund Management Co Ltd.––––Not filed
Worldquant Millennium Advisors LLC––––Not filed
Pictet North America Advisors SA––––Not filed
Gardner Lewis Asset Management L P––––Not filed
Gator Capital Management, LLC––––Not filed
RBF Capital, LLC––––Not filed
Citadel Advisors LLC––––Not filed
Prudential PLC––––Not filed
CIBC World Markets Inc.––––Not filed
LPL Financial LLC––––Not filed
Baader Bank INC––––Not filed
MetLife Investment Management––––Not filed
Andra AP-fonden––––Not filed
Groupama Asset Managment––––Not filed
Contravisory Investment Management, Inc.––––Not filed
Promethos Capital, LLC––––Not filed
Henry James International Management, Inc.––––Not filed
Evergreen Capital Management LLC––––Not filed
Fideuram Asset Management (Ireland) dac––––Not filed
Pathstone Holdings, LLC––––Not filed
Tudor Investment Corp Et Al––––Not filed
Cerity Partners LLC––––Not filed
Mariner, LLC––––Not filed
Value Partners Investments Inc.––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
RPg Family Wealth Advisory, LLC––––Not filed
Ingalls & Snyder LLC––––Not filed
QRG Capital Management, Inc.––––Not filed
JustInvest LLC––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Intech Investment Management LLC––––Not filed
TD Waterhouse Canada Inc.––––Not filed
First Trust Advisors LP––––Not filed
M&T Bank Corp––––Not filed
Van Eck Associates Corp––––Not filed
SEI Investments Co––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Toroso Investments, LLC––––Not filed
Exane Asset Management––––Not filed
Millennium Management LLC––––Not filed
MML Investors Services, LLC––––Not filed
Mercer Global Advisors Inc––––Not filed
Ritholtz Wealth Management––––Not filed
Quantbot Technologies LP––––Not filed
Cetera Investment Advisers––––Not filed
Marshall Wace, LLP––––Not filed
Inspire Trust Co, N.A.––––Not filed
Triasima Portfolio Management inc.––––Not filed
Bessemer Group Inc––––Not filed
NatWest Group plc––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Brinker Capital Investments, LLC––––Not filed
Ethic Inc.––––Not filed
Groupe la Francaise––––Not filed
Dixon Mitchell Investment Counsel Inc.––––Not filed
Campbell & CO Investment Adviser LLC––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Callan Family Office, LLC––––Not filed
NLB Skladi, upravljanje premozenja, d.o.o.––––Not filed
Helios Capital Management Pte. Ltd––––Not filed
Assetmark, Inc––––Not filed
Susquehanna International Group, LLP––––Not filed
Gradient Investments LLC––––Not filed
US Bancorp––––Not filed
Mizuho Markets Cayman LP––––Not filed
Banco Santander, S.A.––––Not filed
Quadrant Capital Group LLC––––Not filed
HighTower Advisors, LLC––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
Jefferies Financial Group Inc.––––Not filed