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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
Salomon & Ludwin, LLC––––Not filed
Continuum Advisory, LLC––––Not filed
Lavaca Capital LLC––––Not filed
Berbice Capital Management LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
First Command Advisory Services, Inc.––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
Larson Financial Group LLC––––Not filed
Newbridge Financial Services Group, Inc.––––Not filed
Cape Investment Advisory, Inc.––––Not filed
TD Private Client Wealth LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Ares Financial Consulting, LLC––––Not filed
SHP Wealth Management––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
SJS Investment Consulting Inc.––––Not filed
Rakuten Securities, Inc.––––Not filed
Community Bank, N.A.––––Not filed
Bayban––––Not filed
Ancora Advisors, LLC––––Not filed
Credit Industriel Et Commercial––––Not filed
Fairscale Capital, LLC––––Not filed
True Wealth Design, LLC––––Not filed
Smithfield Trust Co––––Not filed
Prosperity Bancshares Inc––––Not filed
Activest Wealth Management––––Not filed
Financial Consulate, Inc––––Not filed
Bayforest Capital Ltd––––Not filed
Robinswood Financial LLC––––Not filed
Huntington National Bank––––Not filed
Key Financial Inc––––Not filed
V-Square Quantitative Management LLC––––Not filed
MidFirst Bank––––Not filed
Flagship Wealth Advisors, LLC––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
First National Bank––––Not filed
GW&K Investment Management, LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Clean Yield Group––––Not filed
Triumph Capital Management––––Not filed
CoreCap Advisors, LLC––––Not filed
WealthCollab, LLC––––Not filed
YANKCOM Partnership––––Not filed
Zions Bancorporation, National Association––––Not filed
Elequin Capital LP––––Not filed
Gables Capital Management Inc.––––Not filed
Spire Wealth Management––––Not filed
Kilter Group LLC––––Not filed
Acumen Wealth Advisors, LLC––––Not filed
Nalls Sherbakoff Group, LLC––––Not filed
HHM Wealth Advisors, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Bullock Wealth Management Group––––Not filed
Highline Wealth Partners LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed
Bare Financial Services, Inc––––Not filed
Dunhill Financial, LLC––––Not filed
Raffa Wealth Management, LLC––––Not filed
Hanson & Doremus Investment Management––––Not filed
BOK Financial Private Wealth, Inc.––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Sterling Capital Management LLC––––Not filed
Barclays PLC––––Not filed
Winch Advisory Services, LLC––––Not filed
JPL Wealth Management, LLC––––Not filed
AdvisorNet Financial, Inc––––Not filed
Salem Investment Counselors Inc––––Not filed
Principia Wealth Advisory, LLC––––Not filed
ZRC Wealth Management, LLC––––Not filed
Main Street Group, LTD––––Not filed
Retirement Wealth Solutions LLC––––Not filed
Montag A & Associates Inc––––Not filed
Paradigm Asset Management Co LLC––––Not filed
Pinnacle Bancorp, Inc.––––Not filed
Financial Management Professionals, Inc.––––Not filed
LRI Investments, LLC––––Not filed
Horizon Financial Services, LLC––––Not filed
MPWM Advisory Solutions, LLC––––Not filed
UMA Financial Services, Inc.––––Not filed
Signature Equity Partners, LLC––––Not filed
Manchester Capital Management LLC––––Not filed
Frazier Financial Advisors, LLC––––Not filed
Abound Wealth Management––––Not filed
Arlington Trust Co LLC––––Not filed
Atlantic Edge Private Wealth Management, LLC––––Not filed
American Capital Advisory, LLC––––Not filed
SOA Wealth Advisors, LLC.––––Not filed
Manning & Napier Advisors LLC––––Not filed
MV Capital Management, Inc.––––Not filed
Whipplewood Advisors, LLC––––Not filed
Harbor Investment Advisory, LLC––––Not filed
North Star Investment Management Corp.––––Not filed
CVA Family Office, LLC––––Not filed
Rossby Financial, LCC––––Not filed
Benson Wealth Management INC––––Not filed
Private Wealth Asset Management, LLC––––Not filed
Plante Moran Financial Advisors, LLC––––Not filed