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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $62.9B |
| Q1 2026 | 689 | $44.5B |
| Q4 2025 | 695 | $61.4B |
| Q3 2025 | 622 | $49.8B |
| Q2 2025 | 599 | $44.5B |
| Q1 2025 | 589 | $43.1B |
| Q4 2024 | 574 | $43.0B |
| Q3 2024 | 550 | $42.6B |
| Q2 2024 | 554 | $41.3B |
| Q1 2024 | 537 | $42.3B |
| Q4 2023 | 530 | $41.2B |
| Q3 2023 | 487 | $31.7B |
| Q2 2023 | 459 | $25.7B |
| Q1 2023 | 438 | $30.0B |
| Q4 2022 | 378 | $23.6B |
| Q3 2022 | 367 | $18.5B |
| Q2 2022 | 371 | $20.9B |
| Q1 2022 | 378 | $26.6B |
| Q4 2021 | 369 | $24.8B |
| Q3 2021 | 360 | $21.2B |
| Q2 2021 | 363 | $20.1B |
| Q1 2021 | 348 | $18.5B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Principia Wealth Advisory, LLC | 263 | $13.0K | 0.01% | +34+14.8% | Added |
| Salem Investment Counselors Inc | 270 | $13.4K | 0.00% | −7−2.5% | Reduced |
| AdvisorNet Financial, Inc | 279 | $13.8K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 279 | $13.8K | 0.00% | +156+126.8% | Added |
| Winch Advisory Services, LLC | 303 | $15.0K | 0.00% | +303 | New |
| Barclays PLC | 310 | $15.4K | 0.00% | −281−47.5% | Reduced |
| Sterling Capital Management LLC | 314 | $15.6K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 323 | $16.0K | 0.00% | +254+368.1% | Added |
| Financial Gravity Companies, Inc. | 340 | $16.9K | 0.00% | +340 | New |
| BOK Financial Private Wealth, Inc. | 342 | $16.9K | 0.00% | +342 | New |
| Hanson & Doremus Investment Management | 339 | $17.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 348 | $17.2K | 0.00% | +44+14.5% | Added |
| Dunhill Financial, LLC | 350 | $17.4K | 0.00% | +227+184.6% | Added |
| Bare Financial Services, Inc | 359 | $17.8K | 0.00% | +154+75.1% | Added |
| Cornerstone Financial Management LLC | 363 | $18.0K | 0.01% | +154+73.7% | Added |
| Highline Wealth Partners LLC | 382 | $18.9K | 0.00% | +22+6.1% | Added |
| Bullock Wealth Management Group | 383 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 390 | $19.3K | 0.00% | +164+72.6% | Added |
| HHM Wealth Advisors, LLC | 392 | $19.4K | 0.00% | +392 | New |
| Nalls Sherbakoff Group, LLC | 400 | $19.8K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 413 | $20.5K | 0.00% | −16−3.7% | Reduced |
| Kilter Group LLC | 420 | $20.8K | 0.01% | +410+4,100.0% | Added |
| Spire Wealth Management | 472 | $23.4K | 0.00% | −11,798−96.2% | Reduced |
| Gables Capital Management Inc. | 500 | $24.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 501 | $24.8K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 501 | $24.8K | 0.00% | +501 | New |
| YANKCOM Partnership | 509 | $25.2K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 509 | $25.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 520 | $25.8K | 0.00% | +23+4.6% | Added |
| Triumph Capital Management | 524 | $26.0K | 0.00% | +151+40.5% | Added |
| Clean Yield Group | 591 | $29.3K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 641 | $31.7K | 0.00% | +641 | New |
| GW&K Investment Management, LLC | 653 | $32.0K | 0.00% | +3+0.5% | Added |
| First National Bank | 647 | $32.1K | 0.01% | +647 | New |
| Transamerica Financial Advisors, Inc. | 697 | $34.6K | 0.00% | +286+69.6% | Added |
| Flagship Wealth Advisors, LLC | 700 | $34.7K | 0.01% | +700 | New |
| MidFirst Bank | 715 | $35.4K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 730 | $36.2K | 0.00% | +730 | New |
| Key Financial Inc | 773 | $38.3K | 0.01% | −215−21.8% | Reduced |
| Huntington National Bank | 779 | $38.6K | 0.00% | −79−9.2% | Reduced |
| Robinswood Financial LLC | 798 | $39.5K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 799 | $39.6K | 0.04% | −1,704−68.1% | Reduced |
| Financial Consulate, Inc | 801 | $39.7K | 0.00% | +547+215.4% | Added |
| Activest Wealth Management | 836 | $41.5K | 0.01% | −1,164−58.2% | Reduced |
| Prosperity Bancshares Inc | 870 | $43.1K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 900 | $44.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 910 | $45.1K | 0.01% | +4+0.4% | Added |
| Fairscale Capital, LLC | 969 | $48.0K | 0.03% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 987 | $48.8K | 0.01% | −73,100−98.7% | Reduced |
| Ancora Advisors, LLC | 999 | $49.5K | 0.00% | −1,208−54.7% | Reduced |
| Community Bank, N.A. | 1,000 | $49.6K | 0.01% | 00.0% | Unchanged |
| Bayban | 1,000 | $49.6K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,033 | $51.2K | 0.01% | +1,033 | New |
| SJS Investment Consulting Inc. | 1,057 | $52.4K | 0.01% | +606+134.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,060 | $52.5K | 0.00% | −60−5.4% | Reduced |
| SHP Wealth Management | 1,077 | $53.4K | 0.00% | +114+11.8% | Added |
| Ares Financial Consulting, LLC | 1,130 | $56.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,137 | $59.9K | 0.01% | −6−0.5% | Reduced |
| TD Private Client Wealth LLC | 1,227 | $60.8K | 0.00% | +668+119.5% | Added |
| Cape Investment Advisory, Inc. | 1,284 | $63.6K | 0.02% | +1,284 | New |
| Newbridge Financial Services Group, Inc. | 1,425 | $70.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,489 | $73.8K | 0.00% | +320+27.4% | Added |
| Bryn Mawr Trust Co | 1,590 | $78.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,604 | $79.5K | 0.00% | +250+18.5% | Added |
| Silver Grove Financial Group, Inc. | 1,609 | $79.7K | 0.04% | +1,609 | New |
| First Command Advisory Services, Inc. | 1,613 | $79.9K | 0.00% | +1,515+1,545.9% | Added |
| Parkside Financial Bank & Trust | 1,652 | $81.9K | 0.01% | +139+9.2% | Added |
| Berbice Capital Management LLC | 1,700 | $84.3K | 0.04% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,784 | $88.4K | 0.01% | +1,324+287.8% | Added |
| Continuum Advisory, LLC | 1,849 | $91.6K | 0.01% | +1,849 | New |
| Salomon & Ludwin, LLC | 1,871 | $93.0K | 0.01% | +574+44.3% | Added |
| GAMMA Investing LLC | 1,983 | $98.3K | 0.00% | +372+23.1% | Added |
| Mountain Hill Investment Partners Corp. | 2,000 | $99.1K | 0.06% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,095 | $103.8K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 2,096 | $103.9K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,354 | $116.7K | 0.02% | +2,354 | New |
| Cary Street Partners Financial LLC | 2,436 | $120.7K | 0.00% | +2,436 | New |
| Fifth Third Bancorp | 2,529 | $125.3K | 0.00% | +216+9.3% | Added |
| Bruce G. Allen Investments, LLC | 2,547 | $126.2K | 0.08% | −28−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 2,564 | $127.1K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 2,612 | $129.5K | 0.04% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 2,616 | $129.6K | 0.00% | +2,616 | New |
| Creative Financial Designs Inc | 2,909 | $144.2K | 0.01% | −266−8.4% | Reduced |
| IFP Advisors, Inc | 3,040 | $150.7K | 0.00% | −16−0.5% | Reduced |
| Golden State Wealth Management, LLC | 3,212 | $159.2K | 0.01% | +68+2.2% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,232 | $160.2K | 0.00% | +3,232 | New |
| Allianz SE | 3,390 | $168.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3,493 | $173.1K | 0.00% | −4−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 3,525 | $174.7K | 0.00% | +3,525 | New |
| Rothschild Investment LLC | 3,814 | $189.0K | 0.01% | +64+1.7% | Added |
| Corient IA LLC | 3,960 | $196.3K | 0.18% | −7,930−66.7% | Reduced |
| Rosenberg Matthew Hamilton | 4,001 | $198.3K | 0.04% | +1,334+50.0% | Added |
| Asset Advisory Group, Inc. | 4,045 | $200.5K | 0.09% | +4,045 | New |
| STG Securities, LLC | 4,056 | $201.0K | 0.22% | +4,056 | New |
| Campbell Deegan Wealth Management, LLC | 4,064 | $201.4K | 0.14% | +4,064 | New |
| Wedbush Securities Inc | 4,072 | $202.0K | 0.01% | +4,072 | New |
| Pure Financial Advisors, Inc. | 4,159 | $206.1K | 0.00% | +4,159 | New |
| Stronghold Wealth Management L.L.C. | 4,183 | $207.3K | 0.28% | +4,183 | New |
| Fiduciary Financial Group, LLC | 4,252 | $210.7K | 0.02% | +4,252 | New |
| Verdence Capital Advisors LLC | 4,271 | $211.7K | 0.01% | +4,271 | New |