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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
Bravera Wealth––––Not filed
Essential Partners LLC––––Not filed
Creative Capital Management Investments LLC––––Not filed
IMA Wealth, Inc.––––Not filed
Provenance Wealth Advisors, LLC––––Not filed
Tounjian Advisory Partners, LLC––––Not filed
Grove Bank & Trust––––Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.––––Not filed
Sittner & Nelson, LLC––––Not filed
Kozak & Associates, Inc.––––Not filed
NBH Bank––––Not filed
Godfrey Financial Associates, Inc.––––Not filed
N.E.W. Advisory Services LLC––––Not filed
West Paces Advisors Inc.––––Not filed
First Pacific Financial––––Not filed
IFG Advisory, LLC––––Not filed
Gleason Group, Inc.––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
Stone House Investment Management, LLC––––Not filed
Bogart Wealth, LLC––––Not filed
Aventura Private Wealth, LLC––––Not filed
GHP Investment Advisors, Inc.––––Not filed
Avion Wealth––––Not filed
Burk Holdings LLC––––Not filed
Basepoint Wealth LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Asset Dedication, LLC––––Not filed
Federated Hermes, Inc.––––Not filed
Highland Investment Advisors LLC––––Not filed
SWAN Capital LLC––––Not filed
Allied Private Wealth LLC––––Not filed
Sankala Group LLC––––Not filed
St Germain D J Co Inc––––Not filed
Central Trust Co––––Not filed
Dogwood Wealth Management LLC––––Not filed
Coston, McIsaac & Partners––––Not filed
Advocate Investing Services LLC––––Not filed
Synergy Investment Management, LLC––––Not filed
Downshift Financial, LLC––––Not filed
Armstrong Advisory Group, Inc––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
Monetary Solutions, Ltd––––Not filed
Brown, Lisle/Cummings, Inc.––––Not filed
Crewe Advisors LLC––––Not filed
Southern Michigan Bank & Trust––––Not filed
Marshall Investment Management, LLC––––Not filed
Quent Capital, LLC––––Not filed
Trifecta Capital Advisors, LLC––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
TD Capital Management LLC––––Not filed
Caitlin John, LLC––––Not filed
Game Plan Financial Advisors, LLC––––Not filed
Pin Oak Investment Advisors Inc––––Not filed
Forum Finance Group S.A.––––Not filed
Halbert Hargrove Global Advisors, LLC––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Ameriflex Group, Inc.––––Not filed
Beacon Investment Advisory Services, Inc.––––Not filed
Nemes Rush Group LLC––––Not filed
Aberdeen Wealth Management LLC––––Not filed
Nvest Wealth Strategies, Inc.––––Not filed
Decker Retirement Planning Inc.––––Not filed
Truvestments Capital LLC––––Not filed
Mosley Wealth Management––––Not filed
Midwest Capital Advisors, LLC––––Not filed
Kingdom Financial Group LLC.––––Not filed
Covestor Ltd––––Not filed
Coppell Advisory Solutions LLC––––Not filed