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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
Ellevest, Inc.––––Not filed
Sax Wealth Advisors, LLC––––Not filed
Benjamin Edwards Inc––––Not filed
Optas, LLC––––Not filed
Fred Alger Management, LLC––––Not filed
NBC Securities, Inc.––––Not filed
Keebeck Wealth Management, LLC––––Not filed
D.A. Davidson & Co.––––Not filed
M.E. Allison & Co., Inc.––––Not filed
National Asset Management, Inc.––––Not filed
Oakmont Investment Advisors, Inc.––––Not filed
D'Orazio & Associates, Inc.––––Not filed
Aaron Wealth Advisors––––Not filed
Roundview Capital LLC––––Not filed
Lido Advisors, LLC––––Not filed
Kingsview Wealth Management, LLC––––Not filed
Viking Fund Management LLC––––Not filed
Hirtle Callaghan & Co LLC––––Not filed
West Family Investments, Inc.––––Not filed
EP Wealth Advisors, LLC––––Not filed
Ossiam––––Not filed
Anchyra Partners LLC––––Not filed
Y-Intercept (Hong Kong) Ltd––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Commerce Bank––––Not filed
Yousif Capital Management, LLC––––Not filed
PUREfi Wealth, LLC––––Not filed
XTX Topco Ltd––––Not filed
Principal Securities, Inc.––––Not filed
Fiduciary Trust Co––––Not filed
Credit Capital Investments LLC––––Not filed
Mather Group, LLC.––––Not filed
Sanibel Captiva Trust Company, Inc.––––Not filed
British Columbia Investment Management Corp––––Not filed
Focused Alpha, LLC––––Not filed
Greenspring Advisors, LLC––––Not filed
Wedmont Private Capital––––Not filed
LVW Advisors, LLC––––Not filed
Compton Wealth Advisory Group, LLC––––Not filed
Five Oceans Advisors––––Not filed
Empower Advisory Group, LLC––––Not filed
Blair William & Co––––Not filed
Kestra Advisory Services, LLC––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
Werba Rubin Papier Wealth Management––––Not filed
NewEdge Wealth, LLC––––Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC––––Not filed
Allworth Financial LP––––Not filed
Pinnacle Financial Partners, Inc.––––Not filed
Perigon Wealth Management, LLC––––Not filed
Investors Research Corp––––Not filed
New Republic Capital, LLC––––Not filed
Traphagen Investment Advisors LLC––––Not filed
Wealthspire Advisors, LLC––––Not filed
Collaborative Fund Advisors, LLC––––Not filed
Mattson Financial Services, LLC––––Not filed
Principal Street Partners, LLC––––Not filed
Brighton Jones LLC––––Not filed
Traveka Wealth, LLC––––Not filed
Fullerton Fund Management Co Ltd.––––Not filed
Westover Capital Advisors, LLC––––Not filed
Cromwell Holdings LLC––––Not filed
Knights of Columbus Asset Advisors LLC––––Not filed
Private Trust Co NA––––Not filed
Natural Investments, LLC––––Not filed
55 North Private Wealth, LLC––––Not filed
Dynamic Technology Lab Private Ltd––––Not filed
Zhang Financial LLC––––Not filed
Ninety One SA (PTY) Ltd––––Not filed
Seven Mile Advisory––––Not filed
Marks Group Wealth Management, Inc––––Not filed
Athena Wealth Management, LLC––––Not filed
Brown Financial Advisors––––Not filed
Columbia Asset Management––––Not filed
AE Wealth Management LLC––––Not filed
Havemeyer Place LP––––Not filed
Angeles Wealth Management, LLC––––Not filed
Keel Point, LLC––––Not filed
Riversedge Advisors, LLC––––Not filed
Titleist Asset Management, LLC––––Not filed
Centurion Wealth Management LLC––––Not filed
Facet Wealth, Inc.––––Not filed
Foster Group, Inc.––––Not filed
Evolve Private Wealth, LLC––––Not filed
Hilltop Holdings Inc.––––Not filed
Buckingham Strategic Partners––––Not filed
Simplicity Wealth,LLC––––Not filed
First City Capital Management, Inc.––––Not filed
Sunpointe, LLC––––Not filed
Granite Group Advisors, LLC––––Not filed
Savvy Advisors, Inc.––––Not filed
Jackson Thornton Asset Management, LLC––––Not filed
Portside Wealth Group, LLC––––Not filed
SCS Capital Management LLC––––Not filed
Greykasell Wealth Strategies, Inc.––––Not filed
Gotham Asset Management, LLC––––Not filed
Integrated Investment Consultants, LLC––––Not filed
EJMK Ventures LLC––––Not filed
Soltis Investment Advisors LLC––––Not filed