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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
Simmons Bank––––Not filed
King Luther Capital Management Corp––––Not filed
PEAK6 LLC––––Not filed
Venture Visionary Partners LLC––––Not filed
Aspen Grove Capital, LLC––––Not filed
Pictet Bank & Trust Ltd––––Not filed
MONECO Advisors, LLC––––Not filed
Focus Financial Network, Inc.––––Not filed
Harbour Investments, Inc.––––Not filed
OneAscent Family Office, LLC––––Not filed
Arkadios Wealth Advisors––––Not filed
Welch & Forbes LLC––––Not filed
Integrity Financial Corp––––Not filed
Aire Advisors, LLC––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
Oppenheimer & Co Inc––––Not filed
Prime Capital Investment Advisors, LLC––––Not filed
PCM Encore, LLC––––Not filed
Brucke Financial, Inc.––––Not filed
Cozad Asset Management Inc––––Not filed
Pensionmark Financial Group, LLC––––Not filed
Apollon Wealth Management, LLC––––Not filed
Permanens Capital L.P.––––Not filed
denkapparat Operations GmbH––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Texas Capital Bank Wealth Management Services Inc––––Not filed
Interchange Capital Partners, LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
Wealth Alliance––––Not filed
Financial Engines Advisors L.L.C.––––Not filed
Advisory Services Network, LLC––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Capula Management Ltd––––Not filed
Syverson Strege & Co––––Not filed
Tranquilli Financial Advisor LLC––––Not filed
Inspire Advisors, LLC––––Not filed
Madson Wealth Advisors Inc––––Not filed
Sym Financial Corp––––Not filed
OneAscent Financial Services LLC––––Not filed
Sowell Financial Services LLC––––Not filed
Financial Perspectives, Inc––––Not filed
Capital Investment Advisors, LLC––––Not filed
Seeds Investor LLC––––Not filed
Cheviot Value Management, LLC––––Not filed
TCG Advisory Services, LLC––––Not filed
Choate Investment Advisors––––Not filed
Dynamic Advisor Solutions LLC––––Not filed
Macquarie Group Ltd––––Not filed
Granville Capital, Inc.––––Not filed
Independence Bank of Kentucky––––Not filed
GDS Wealth Management––––Not filed
S Harris Financial Group, LLC––––Not filed
RMB Capital Management, LLC––––Not filed
Convergence Financial, LLC––––Not filed
Crestwood Advisors Group LLC––––Not filed
PFG Investments, LLC––––Not filed
Intrust Bank NA––––Not filed
Park National Corp––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
American Trust––––Not filed
Massmutual Trust Co FSB––––Not filed
Warren Street Wealth Advisors, LLC––––Not filed
Hilltop National Bank––––Not filed
Shelton Capital Management––––Not filed
Westwood Holdings Group Inc.––––Not filed
Klingman & Associates, LLC––––Not filed
JGP Wealth Management, LLC––––Not filed
Stonebrook Private Inc.––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
Verdence Capital Advisors LLC––––Not filed
Fiduciary Financial Group, LLC––––Not filed
Stronghold Wealth Management L.L.C.––––Not filed
Pure Financial Advisors, Inc.––––Not filed
Wedbush Securities Inc––––Not filed
Campbell Deegan Wealth Management, LLC––––Not filed
STG Securities, LLC––––Not filed
Asset Advisory Group, Inc.––––Not filed
Rosenberg Matthew Hamilton––––Not filed
Corient IA LLC––––Not filed
Rothschild Investment LLC––––Not filed
Ameritas Advisory Services, LLC––––Not filed
Umb Bank N A––––Not filed
Allianz SE––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed
Golden State Wealth Management, LLC––––Not filed
IFP Advisors, Inc––––Not filed
Creative Financial Designs Inc––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
Atlantic Union Bankshares Corp––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Fifth Third Bancorp––––Not filed
Cary Street Partners Financial LLC––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
PlanVest Financial, Inc––––Not filed
Westside Investment Management, Inc.––––Not filed
Mountain Hill Investment Partners Corp.––––Not filed
GAMMA Investing LLC––––Not filed