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Livermore
ZHEN

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; 766 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, Q2 2026

Institutional positions in UBS Group AG as of Jun 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

Institutional holders
766
+88 vs. Q1 2026
Shares held
1.27B
+123.7M (+10.8%) vs. Q1 2026
Total value
$62.9B
+$18.6B (+41.9%) vs. Q1 2026
New holders
144
279 more added
Sold out
56
225 more reduced

11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 766 institutions
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: 766 institutions
Value heldQ2 2026: $62.9B
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 2026766$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, Q2 2026

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2026.

Institutions holding UBS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd8$00.00%00.0%Unchanged
Kingdom Financial Group LLC.1$340.00%00.0%Unchanged
Midwest Capital Advisors, LLC4$1980.00%00.0%Unchanged
Truvestments Capital LLC6$2970.00%−342−98.3%Reduced
Mosley Wealth Management6$2970.00%+6New
Decker Retirement Planning Inc.8$3950.00%+8New
Nvest Wealth Strategies, Inc.9$4470.00%00.0%Unchanged
Aberdeen Wealth Management LLC10$4960.00%+10New
Nemes Rush Group LLC11$5450.00%00.0%Unchanged
Beacon Investment Advisory Services, Inc.13$6450.00%00.0%Unchanged
Ameriflex Group, Inc.14$6940.00%+14New
Buck Wealth Strategies, LLC16$7930.00%+16New
Halbert Hargrove Global Advisors, LLC19$9260.00%+19New
Pin Oak Investment Advisors Inc22$1.00K0.00%+22New
Forum Finance Group S.A.14$1.00K0.00%+14New
Noble Wealth Management PBC21$1.04K0.00%+21New
Game Plan Financial Advisors, LLC26$1.29K0.00%+26New
Caitlin John, LLC27$1.34K0.00%00.0%Unchanged
TD Capital Management LLC29$1.44K0.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC30$1.49K0.00%−87−74.4%Reduced
Trifecta Capital Advisors, LLC30$1.49K0.00%−66−68.8%Reduced
Quent Capital, LLC31$1.54K0.00%+31New
Marshall Investment Management, LLC33$1.64K0.00%+33New
Southern Michigan Bank & Trust39$1.71K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.35$1.74K0.00%00.0%Unchanged
Crewe Advisors LLC35$1.74K0.00%+35New
Financial Network Wealth Advisors LLC38$1.88K0.00%+3+8.6%Added
Monetary Solutions, Ltd38$1.88K0.00%+30+375.0%Added
Armstrong Advisory Group, Inc38$1.88K0.00%00.0%Unchanged
Downshift Financial, LLC39$1.93K0.00%+39New
Synergy Investment Management, LLC38$1.97K0.00%+38New
Advocate Investing Services LLC40$1.98K0.00%00.0%Unchanged
Coston, McIsaac & Partners52$2.00K0.00%00.0%Unchanged
Dogwood Wealth Management LLC41$2.03K0.00%00.0%Unchanged
Central Trust Co45$2.23K0.00%+25+125.0%Added
St Germain D J Co Inc46$2.28K0.00%00.0%Unchanged
Sankala Group LLC44$2.33K0.00%00.0%Unchanged
Allied Private Wealth LLC46$2.36K0.00%+46New
SWAN Capital LLC48$2.38K0.00%00.0%Unchanged
Highland Investment Advisors LLC53$2.63K0.00%+53New
Federated Hermes, Inc.54$2.68K0.00%00.0%Unchanged
Asset Dedication, LLC55$2.73K0.00%+24+77.4%Added
Tower Research Capital LLC (TRC)56$2.77K0.00%−22,179−99.7%Reduced
Basepoint Wealth LLC56$2.80K0.00%00.0%Unchanged
Burk Holdings LLC59$2.92K0.00%00.0%Unchanged
Avion Wealth65$3.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.67$3.32K0.00%00.0%Unchanged
Aventura Private Wealth, LLC69$3.42K0.00%+69New
Bogart Wealth, LLC71$3.52K0.00%+16+29.1%Added
Stone House Investment Management, LLC71$3.52K0.00%+39+121.9%Added
Fortitude Family Office, LLC74$3.67K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC75$3.72K0.00%+10+15.4%Added
Gleason Group, Inc.80$3.96K0.00%+80New
IFG Advisory, LLC83$4.10K0.00%+83New
First Pacific Financial83$4.11K0.00%−29−25.9%Reduced
West Paces Advisors Inc.85$4.21K0.00%+85New
N.E.W. Advisory Services LLC87$4.31K0.00%+87New
Godfrey Financial Associates, Inc.92$4.56K0.00%−26−22.0%Reduced
NBH Bank100$4.71K0.00%+100New
Kozak & Associates, Inc.96$4.77K0.00%00.0%Unchanged
Sittner & Nelson, LLC97$4.81K0.00%+97New
Thurston, Springer, Miller, Herd & Titak, Inc.108$5.35K0.00%00.0%Unchanged
Grove Bank & Trust113$5.60K0.00%+5+4.6%Added
Tounjian Advisory Partners, LLC116$5.75K0.00%+116New
Provenance Wealth Advisors, LLC120$5.95K0.00%00.0%Unchanged
IMA Wealth, Inc.126$6.25K0.00%+45+55.6%Added
Creative Capital Management Investments LLC130$6.44K0.00%+130New
Essential Partners LLC131$6.49K0.00%00.0%Unchanged
Bravera Wealth132$6.54K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC132$6.54K0.00%+132New
Private Wealth Asset Management, LLC136$6.74K0.00%00.0%Unchanged
Benson Wealth Management INC137$6.79K0.01%00.0%Unchanged
Rossby Financial, LCC137$6.79K0.00%+26+23.4%Added
CVA Family Office, LLC138$6.84K0.00%00.0%Unchanged
North Star Investment Management Corp.141$6.99K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC146$7.24K0.00%00.0%Unchanged
Whipplewood Advisors, LLC151$7.48K0.01%−484−76.2%Reduced
MV Capital Management, Inc.157$7.78K0.00%+157New
Manning & Napier Advisors LLC162$8.02K0.00%+2+1.3%Added
SOA Wealth Advisors, LLC.8,098$8.10K0.00%+8,098New
American Capital Advisory, LLC174$8.62K0.00%−29−14.3%Reduced
Atlantic Edge Private Wealth Management, LLC175$8.67K0.00%00.0%Unchanged
Abound Wealth Management180$8.92K0.00%00.0%Unchanged
Arlington Trust Co LLC180$8.92K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC183$9.07K0.00%−9−4.7%Reduced
Manchester Capital Management LLC183$9.07K0.00%−3−1.6%Reduced
Signature Equity Partners, LLC196$9.71K0.00%+34+21.0%Added
UMA Financial Services, Inc.199$9.86K0.00%+9+4.7%Added
MPWM Advisory Solutions, LLC200$9.91K0.00%00.0%Unchanged
Roxbury Financial LLC208$10.3K0.01%+3+1.5%Added
Horizon Financial Services, LLC211$10.5K0.00%+211New
LRI Investments, LLC212$10.5K0.00%+52+32.5%Added
Financial Management Professionals, Inc.214$10.6K0.00%−114−34.8%Reduced
CX Institutional224$11.0K0.00%−64−22.2%Reduced
Paradigm Asset Management Co LLC224$11.1K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.224$11.1K0.00%00.0%Unchanged
Montag A & Associates Inc237$11.7K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC241$11.9K0.01%+2+0.8%Added
Main Street Group, LTD242$12.0K0.00%00.0%Unchanged
ZRC Wealth Management, LLC261$12.9K0.00%+261New