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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
Morningstar Investment Management LLC––––Not filed
J.Safra Asset Management Corp––––Not filed
Generali Investments CEE, investicni spolecnost, a.s.––––Not filed
Global Retirement Partners, LLC––––Not filed
Indivisible Partners––––Not filed
Henshaw Capital LLC––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
Simplex Trading, LLC––––Not filed
GeoWealth Management, LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Connable Office Inc––––Not filed
Antipodes Partners Ltd––––Not filed
Jain Global LLC––––Not filed
Gryphon Financial Partners LLC––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Catalytic Wealth RIA, LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Qtron Investments LLC––––Not filed
Pinnacle Associates Ltd––––Not filed
Storgate, LLC––––Not filed
Brown Brothers Harriman & Co––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Solstein Capital, LLC––––Not filed
Main Street Financial Solutions, LLC––––Not filed
Ronald Blue Trust, Inc.––––Not filed
U S Global Investors Inc––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
HSBC Holdings PLC––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Syon Capital LLC––––Not filed
Rehmann Capital Advisory Group––––Not filed
Massachusetts Wealth Management––––Not filed
Resources Investment Advisors, LLC.––––Not filed
Venturi Wealth Management, LLC––––Not filed
PDS Planning, Inc––––Not filed
Centennial Bank––––Not filed
Themes Management Co LLC––––Not filed
Personal Cfo Solutions, LLC––––Not filed
HB Wealth Management, LLC––––Not filed
Pavaki Capital Management LLC––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
Abacus Wealth Partners, LLC––––Not filed
Net Worth Advisory Group––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Impact Capital Partners LLC––––Not filed
NFJ Investment Group, LLC––––Not filed
Ascent Group, LLC––––Not filed
Citizens Financial Group Inc––––Not filed
Flputnam Investment Management Co––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
American Trust Investment Advisors, LLC––––Not filed
Merit Financial Group, LLC––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
New Vernon Capital Holdings II LLC––––Not filed
REYL & Cie S.A.––––Not filed
Winning Points Advisors, LLC––––Not filed
Liberty One Investment Management, LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Klingenstein Fields & Co LP––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
Gateway Investment Advisers LLC––––Not filed
Penserra Capital Management LLC––––Not filed
Legacy Financial Advisors, Inc.––––Not filed
Cresset Asset Management, LLC––––Not filed
Sage Rhino Capital LLC––––Not filed
swisspartners Advisors Ltd––––Not filed
Trust Point Inc.––––Not filed
Mission Wealth Management, LP––––Not filed
Aprio Wealth Management, LLC––––Not filed
Davenport & Co LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Smartleaf Asset Management LLC––––Not filed
Bridgewater Advisors Inc.––––Not filed
Janney Montgomery Scott LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Vigil Wealth Management, LLC––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Summit Global Investments––––Not filed
Beverly Hills Private Wealth, LLC––––Not filed
Stephens Inc––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
Axxion S.A.––––Not filed
First National Bank of Hutchinson––––Not filed
We Are One Seven, LLC––––Not filed
Leuthold Group, LLC––––Not filed
Gallacher Capital Management LLC––––Not filed
Drive Wealth Management, LLC––––Not filed
Custom Index Systems, LLC––––Not filed
Sivia Capital Partners, LLC––––Not filed
FDx Advisors, Inc.––––Not filed
MAI Capital Management––––Not filed
Nilsine Partners, LLC––––Not filed
Seed Wealth Management, Inc.––––Not filed
Frec Markets, Inc.––––Not filed
Studio Investment Management LLC––––Not filed
Private Advisor Group, LLC––––Not filed