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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
Ninety One North America, Inc.––––Not filed
Platinum Investment Management Ltd––––Not filed
Ensign Peak Advisors, Inc––––Not filed
Timber Creek Capital Management LLC––––Not filed
Lord, Abbett & Co. LLC––––Not filed
CI Private Wealth, LLC––––Not filed
Plato Investment Management Ltd––––Not filed
HRT Financial LP––––Not filed
SIH Partners, LLLP––––Not filed
Osmosis Investment Management UK Ltd––––Not filed
Bleakley Financial Group, LLC––––Not filed
Metis Global Partners, LLC––––Not filed
Signaturefd, LLC––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Highland Capital Management, LLC––––Not filed
Squarepoint Ops LLC––––Not filed
Polymer Capital Management (HK) LTD––––Not filed
CenterBook Partners LP––––Not filed
Price T Rowe Associates Inc––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Truist Financial Corp––––Not filed
ARGA Investment Management, LP––––Not filed
Vident Advisory, LLC––––Not filed
Independent Advisor Alliance––––Not filed
BTC Capital Management, Inc.––––Not filed
Glenmede Trust Co NA––––Not filed
Equitable Trust Co––––Not filed
Ieq Capital, LLC––––Not filed
Banque Transatlantique SA––––Not filed
Mitchell Capital Management Co––––Not filed
Alaethes Wealth LLC––––Not filed
RSM US Wealth Management LLC––––Not filed
PDT Partners, LLC––––Not filed
TrueMark Investments, LLC––––Not filed
Opal Capital LLC––––Not filed
Group One Trading, L.P.––––Not filed
SBI Securities Co., Ltd.––––Not filed
Cloverfields Capital Group, LP––––Not filed
Permanent Capital Management, LP––––Not filed
Altman Advisors, Inc.––––Not filed
Stamos Capital Partners, L.P.––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Pictet & Cie (Europe) SA––––Not filed
Landesbank Baden-Wuerttemberg––––Not filed
Wealth Alliance Advisory Group, LLC––––Not filed
IMC-Chicago, LLC––––Not filed
Orca Wealth Management, LLC––––Not filed
Colony Group, LLC––––Not filed
Factory Mutual Insurance Co––––Not filed
Cigna Investments Inc––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
Park Avenue Securities LLC––––Not filed
Cim, LLC––––Not filed
Legacy Wealth Asset Management, LLC––––Not filed
Marex Group plc––––Not filed
Bellecapital International Ltd.––––Not filed
Mitchell & Pahl Private Wealth, LLC––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
GWM Advisors LLC––––Not filed
Atomi Financial Group, Inc.––––Not filed
Sanctuary Advisors, LLC––––Not filed
Hantz Financial Services, Inc.––––Not filed
Atria Investments LLC––––Not filed
Keybank National Association––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Savant Capital, LLC––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Advisor Group Holdings, Inc.––––Not filed
SRS Capital Advisors, Inc.––––Not filed
CAPROCK Group, Inc.––––Not filed
Evelyn Partners Group Ltd––––Not filed
Cullinan Associates Inc––––Not filed
Ballentine Partners, LLC––––Not filed
Rhumbline Advisers––––Not filed
Kathmere Capital Management, LLC––––Not filed
Parallax Volatility Advisers, L.P.––––Not filed
Vise Technologies, Inc.––––Not filed
National Bank of Canada––––Not filed
Baker Ellis Asset Management LLC––––Not filed
Advisors Asset Management, Inc.––––Not filed
Summit Trail Advisors, LLC––––Not filed
Kovitz Investment Group Partners, LLC––––Not filed
Barometer Capital Management Inc.––––Not filed
Snowden Capital Advisors LLC––––Not filed
Gabelli Funds LLC––––Not filed
Advisors Capital Management, LLC––––Not filed
Cliftonlarsonallen Wealth Advisors, LLC––––Not filed
Oppenheimer Asset Management Inc.––––Not filed
Legacy Capital Group California, Inc.––––Not filed
Bailard, Inc.––––Not filed
Greenleaf Trust––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Chicago Trust Co NA––––Not filed
Clearstead Advisors, LLC––––Not filed
FCG Investment Co––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Future Fund LLC––––Not filed
Intesa Sanpaolo Wealth Management––––Not filed