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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 4,313 | $213.8K | 0.00% | +4,313 | New |
| Stonebrook Private Inc. | 4,314 | $213.8K | 0.04% | +4,314 | New |
| JGP Wealth Management, LLC | 4,376 | $216.9K | 0.02% | +4,376 | New |
| Klingman & Associates, LLC | 4,393 | $217.7K | 0.01% | +4,393 | New |
| Westwood Holdings Group Inc. | 4,412 | $219.1K | 0.00% | +4,412 | New |
| Shelton Capital Management | 4,435 | $219.8K | 0.00% | +4,435 | New |
| Hilltop National Bank | 4,436 | $219.8K | 0.05% | −413−8.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,440 | $220.0K | 0.05% | +4,440 | New |
| Massmutual Trust Co FSB | 4,490 | $222.5K | 0.01% | −728−14.0% | Reduced |
| American Trust | 4,502 | $223.1K | 0.02% | +4,502 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 4,569 | $226.4K | 0.00% | −27,413−85.7% | Reduced |
| J.W. Cole Advisors, Inc. | 4,588 | $227.4K | 0.00% | +4,588 | New |
| Park National Corp | 4,595 | $227.7K | 0.01% | −683−12.9% | Reduced |
| Intrust Bank NA | 4,603 | $228.1K | 0.02% | +4,603 | New |
| PFG Investments, LLC | 4,637 | $229.8K | 0.01% | +4,637 | New |
| Crestwood Advisors Group LLC | 4,651 | $230.5K | 0.00% | +4,651 | New |
| Convergence Financial, LLC | 4,660 | $231.0K | 0.02% | +4,660 | New |
| RMB Capital Management, LLC | 4,679 | $231.9K | 0.00% | +4,679 | New |
| S Harris Financial Group, LLC | 4,700 | $233.0K | 0.18% | +4,700 | New |
| GDS Wealth Management | 4,741 | $235.0K | 0.01% | +4,741 | New |
| Independence Bank of Kentucky | 4,766 | $236.2K | 0.03% | 00.0% | Unchanged |
| Granville Capital, Inc. | 4,803 | $238.0K | 0.11% | +4,803 | New |
| Macquarie Group Ltd | 4,823 | $239.0K | 0.00% | +4,823 | New |
| Dynamic Advisor Solutions LLC | 4,830 | $239.4K | 0.01% | +4,830 | New |
| Choate Investment Advisors | 4,854 | $240.6K | 0.00% | +4,854 | New |
| TCG Advisory Services, LLC | 4,863 | $241.0K | 0.00% | +4,863 | New |
| Cheviot Value Management, LLC | 4,869 | $241.3K | 0.02% | −250−4.9% | Reduced |
| Seeds Investor LLC | 4,875 | $241.6K | 0.02% | +4,875 | New |
| Capital Investment Advisors, LLC | 4,879 | $241.8K | 0.00% | +4,879 | New |
| Financial Perspectives, Inc | 4,894 | $242.5K | 0.06% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,965 | $246.1K | 0.01% | +4,965 | New |
| OneAscent Financial Services LLC | 4,979 | $246.8K | 0.01% | −859−14.7% | Reduced |
| Sym Financial Corp | 4,982 | $246.9K | 0.02% | +4,982 | New |
| Madson Wealth Advisors Inc | 5,000 | $247.8K | 0.17% | +5,000 | New |
| Inspire Advisors, LLC | 5,003 | $248.1K | 0.02% | +5,003 | New |
| Tranquilli Financial Advisor LLC | 5,008 | $248.2K | 0.13% | +5,008 | New |
| Syverson Strege & Co | 5,021 | $248.8K | 0.05% | −328−6.1% | Reduced |
| Capula Management Ltd | 5,032 | $249.4K | 0.00% | +5,032 | New |
| BNP Paribas Arbitrage, SA | 5,082 | $251.9K | 0.00% | −257,101−98.1% | Reduced |
| Advisory Services Network, LLC | 5,121 | $253.8K | 0.00% | −243−4.5% | Reduced |
| Financial Engines Advisors L.L.C. | 5,132 | $254.3K | 0.00% | +5,132 | New |
| Wealth Alliance | 5,181 | $256.8K | 0.02% | +5,181 | New |
| Ausdal Financial Partners, Inc. | 5,211 | $258.3K | 0.01% | +5,211 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,225 | $258.6K | 0.07% | −475−8.3% | Reduced |
| Interchange Capital Partners, LLC | 5,258 | $260.6K | 0.05% | +5,258 | New |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $261.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,353 | $265.3K | 0.03% | +71+1.3% | Added |
| denkapparat Operations GmbH | 5,388 | $267.0K | 0.09% | +5,388 | New |
| Permanens Capital L.P. | 5,399 | $267.6K | 0.03% | +5,399 | New |
| Apollon Wealth Management, LLC | 5,411 | $268.2K | 0.00% | +5,411 | New |
| Pensionmark Financial Group, LLC | 6,750 | $270.6K | 0.00% | −1,386−17.0% | Reduced |
| Cozad Asset Management Inc | 5,463 | $270.7K | 0.02% | +75+1.4% | Added |
| Brucke Financial, Inc. | 5,503 | $272.7K | 0.12% | −74−1.3% | Reduced |
| PCM Encore, LLC | 5,508 | $273.0K | 0.05% | +226+4.3% | Added |
| Prime Capital Investment Advisors, LLC | 5,584 | $276.7K | 0.00% | −463−7.7% | Reduced |
| Oppenheimer & Co Inc | 5,588 | $276.9K | 0.00% | +5,588 | New |
| Ashton Thomas Private Wealth, LLC | 5,642 | $279.6K | 0.01% | +48+0.9% | Added |
| Aire Advisors, LLC | 5,647 | $279.9K | 0.05% | 00.0% | Unchanged |
| Integrity Financial Corp | 5,655 | $280.3K | 0.13% | 00.0% | Unchanged |
| Welch & Forbes LLC | 5,660 | $280.5K | 0.00% | +5,660 | New |
| Arkadios Wealth Advisors | 5,688 | $281.9K | 0.00% | −4,988−46.7% | Reduced |
| OneAscent Family Office, LLC | 5,691 | $282.0K | 0.14% | +5,691 | New |
| Harbour Investments, Inc. | 5,704 | $282.7K | 0.00% | +118+2.1% | Added |
| Focus Financial Network, Inc. | 5,720 | $283.5K | 0.01% | +5,720 | New |
| MONECO Advisors, LLC | 5,722 | $283.6K | 0.02% | +395+7.4% | Added |
| Pictet Bank & Trust Ltd | 5,758 | $286.0K | 0.31% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 5,798 | $287.4K | 0.04% | +5,798 | New |
| Venture Visionary Partners LLC | 5,827 | $288.8K | 0.01% | +5,827 | New |
| PEAK6 LLC | 5,904 | $292.6K | 0.01% | −141,320−96.0% | Reduced |
| King Luther Capital Management Corp | 5,923 | $293.5K | 0.00% | +5,923 | New |
| Simmons Bank | 5,949 | $294.8K | 0.02% | −450−7.0% | Reduced |
| Soltis Investment Advisors LLC | 5,976 | $296.2K | 0.02% | −238−3.8% | Reduced |
| EJMK Ventures LLC | 5,979 | $296.3K | 0.13% | −2,476−29.3% | Reduced |
| Integrated Investment Consultants, LLC | 5,981 | $296.4K | 0.06% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,021 | $298.4K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 6,044 | $299.5K | 0.11% | 00.0% | Unchanged |
| SCS Capital Management LLC | 6,045 | $299.6K | 0.00% | +214+3.7% | Added |
| Jackson Thornton Asset Management, LLC | 6,054 | $300.0K | 0.02% | +770+14.6% | Added |
| Portside Wealth Group, LLC | 6,054 | $300.0K | 0.04% | +6,054 | New |
| Savvy Advisors, Inc. | 6,059 | $300.3K | 0.01% | +6,059 | New |
| Granite Group Advisors, LLC | 6,104 | $302.5K | 0.18% | 00.0% | Unchanged |
| Sunpointe, LLC | 6,144 | $304.5K | 0.09% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 6,158 | $305.2K | 0.15% | −306−4.7% | Reduced |
| Simplicity Wealth,LLC | 6,164 | $305.5K | 0.01% | +6,164 | New |
| Buckingham Strategic Partners | 6,199 | $307.2K | 0.00% | +6,199 | New |
| Hilltop Holdings Inc. | 6,363 | $315.5K | 0.03% | +30.0% | Added |
| Evolve Private Wealth, LLC | 6,415 | $317.9K | 0.02% | −1,246−16.3% | Reduced |
| Foster Group, Inc. | 6,458 | $320.1K | 0.01% | +6,458 | New |
| Facet Wealth, Inc. | 6,476 | $321.0K | 0.00% | +6,476 | New |
| Centurion Wealth Management LLC | 6,500 | $322.1K | 0.08% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 6,501 | $322.2K | 0.02% | +6,501 | New |
| Riversedge Advisors, LLC | 6,531 | $323.7K | 0.04% | +6,531 | New |
| Keel Point, LLC | 6,613 | $327.7K | 0.02% | +6,613 | New |
| Angeles Wealth Management, LLC | 6,622 | $328.2K | 0.02% | +381+6.1% | Added |
| Havemeyer Place LP | 6,637 | $328.9K | 0.03% | −32,579−83.1% | Reduced |
| AE Wealth Management LLC | 6,666 | $330.4K | 0.00% | +6,666 | New |
| Columbia Asset Management | 6,798 | $336.9K | 0.06% | −200−2.9% | Reduced |
| Brown Financial Advisors | 6,844 | $339.2K | 0.12% | −137−2.0% | Reduced |
| Athena Wealth Management, LLC | 6,908 | $342.4K | 0.25% | +644+10.3% | Added |
| Marks Group Wealth Management, Inc | 6,941 | $344.0K | 0.03% | +6,941 | New |