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 |
|---|---|---|---|---|---|
| Seven Mile Advisory | 6,980 | $345.9K | 0.23% | +243+3.6% | Added |
| Ninety One SA (PTY) Ltd | 7,000 | $347.6K | 0.02% | −4,272−37.9% | Reduced |
| Zhang Financial LLC | 7,061 | $349.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,054 | $350.0K | 0.08% | +7,054 | New |
| 55 North Private Wealth, LLC | 7,162 | $354.9K | 0.07% | +7,162 | New |
| Natural Investments, LLC | 7,171 | $355.0K | 0.08% | +7,171 | New |
| Private Trust Co NA | 7,185 | $356.3K | 0.03% | +6,550+1,031.5% | Added |
| Knights of Columbus Asset Advisors LLC | 7,223 | $358.0K | 0.02% | −3,893−35.0% | Reduced |
| Cromwell Holdings LLC | 7,242 | $358.9K | 0.16% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 7,300 | $361.8K | 0.06% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 7,327 | $363.9K | 0.02% | +7,327 | New |
| Traveka Wealth, LLC | 7,500 | $371.7K | 0.12% | 00.0% | Unchanged |
| Brighton Jones LLC | 7,607 | $377.0K | 0.01% | +554+7.9% | Added |
| Principal Street Partners, LLC | 7,694 | $381.3K | 0.06% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 7,298 | $390.4K | 0.08% | −106−1.4% | Reduced |
| Collaborative Fund Advisors, LLC | 7,895 | $391.3K | 0.23% | +1,454+22.6% | Added |
| Wealthspire Advisors, LLC | 7,919 | $392.5K | 0.00% | +1,443+22.3% | Added |
| Traphagen Investment Advisors LLC | 7,958 | $394.4K | 0.03% | −1,787−18.3% | Reduced |
| New Republic Capital, LLC | 7,972 | $395.1K | 0.09% | +821+11.5% | Added |
| Investors Research Corp | 8,036 | $398.3K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,068 | $399.9K | 0.01% | −182−2.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 8,140 | $403.5K | 0.00% | −1,986−19.6% | Reduced |
| Allworth Financial LP | 8,157 | $404.3K | 0.00% | −928−10.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,159 | $404.4K | 0.01% | −1,544−15.9% | Reduced |
| NewEdge Wealth, LLC | 8,234 | $408.1K | 0.00% | +1,211+17.2% | Added |
| Werba Rubin Papier Wealth Management | 8,314 | $412.0K | 0.05% | −128−1.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,461 | $420.2K | 0.00% | +1,464+20.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,511 | $421.8K | 0.00% | +746+9.6% | Added |
| Kestra Advisory Services, LLC | 8,612 | $426.8K | 0.00% | +729+9.2% | Added |
| Blair William & Co | 8,667 | $429.6K | 0.00% | +70+0.8% | Added |
| Empower Advisory Group, LLC | 8,764 | $434.3K | 0.00% | −358−3.9% | Reduced |
| Five Oceans Advisors | 8,767 | $434.5K | 0.14% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 8,780 | $436.5K | 0.09% | 00.0% | Unchanged |
| LVW Advisors, LLC | 8,815 | $436.9K | 0.04% | +8,815 | New |
| Wedmont Private Capital | 8,450 | $440.1K | 0.01% | −983−10.4% | Reduced |
| Greenspring Advisors, LLC | 8,881 | $440.1K | 0.02% | +1,565+21.4% | Added |
| Focused Alpha, LLC | 8,892 | $440.7K | 0.11% | +119+1.4% | Added |
| British Columbia Investment Management Corp | 8,940 | $443.1K | 0.00% | −1,669−15.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 8,953 | $443.7K | 0.01% | +787+9.6% | Added |
| Mather Group, LLC. | 8,967 | $444.4K | 0.00% | −208−2.3% | Reduced |
| Credit Capital Investments LLC | 9,000 | $446.0K | 0.26% | −1,000−10.0% | Reduced |
| Fiduciary Trust Co | 9,013 | $446.7K | 0.00% | −24−0.3% | Reduced |
| Principal Securities, Inc. | 9,159 | $453.9K | 0.01% | +1,886+25.9% | Added |
| XTX Topco Ltd | 9,172 | $454.6K | 0.01% | −36,343−79.8% | Reduced |
| PUREfi Wealth, LLC | 9,178 | $454.9K | 0.25% | +814+9.7% | Added |
| Yousif Capital Management, LLC | 9,189 | $455.4K | 0.01% | −36,476−79.9% | Reduced |
| Commerce Bank | 9,312 | $461.5K | 0.00% | −370−3.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 9,476 | $469.6K | 0.06% | +9,476 | New |
| Y-Intercept (Hong Kong) Ltd | 9,488 | $470.2K | 0.01% | −134,096−93.4% | Reduced |
| Anchyra Partners LLC | 9,564 | $474.0K | 0.11% | +474+5.2% | Added |
| Ossiam | 9,549 | $474.2K | 0.01% | −2,511−20.8% | Reduced |
| EP Wealth Advisors, LLC | 9,578 | $474.7K | 0.00% | +3,076+47.3% | Added |
| West Family Investments, Inc. | 9,606 | $476.1K | 0.14% | +4,048+72.8% | Added |
| Hirtle Callaghan & Co LLC | 9,986 | $494.9K | 0.02% | +9,986 | New |
| Viking Fund Management LLC | 10,000 | $495.6K | 0.04% | −7,000−41.2% | Reduced |
| Kingsview Wealth Management, LLC | 10,019 | $496.5K | 0.01% | +1,086+12.2% | Added |
| Lido Advisors, LLC | 10,021 | $496.7K | 0.00% | +294+3.0% | Added |
| Roundview Capital LLC | 10,022 | $496.7K | 0.03% | −40−0.4% | Reduced |
| Aaron Wealth Advisors | 10,060 | $498.6K | 0.03% | +1,122+12.6% | Added |
| D'Orazio & Associates, Inc. | 10,117 | $501.4K | 0.06% | −667−6.2% | Reduced |
| Oakmont Investment Advisors, Inc. | 10,370 | $513.9K | 0.36% | +10,370 | New |
| National Asset Management, Inc. | 10,556 | $522.4K | 0.03% | −237−2.2% | Reduced |
| M.E. Allison & Co., Inc. | 10,560 | $523.4K | 0.30% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,568 | $523.8K | 0.00% | −263−2.4% | Reduced |
| Keebeck Wealth Management, LLC | 10,584 | $524.5K | 0.05% | +1,812+20.7% | Added |
| NBC Securities, Inc. | 10,656 | $528.1K | 0.04% | −92−0.9% | Reduced |
| Fred Alger Management, LLC | 10,692 | $529.9K | 0.00% | −7,395−40.9% | Reduced |
| Optas, LLC | 10,696 | $530.1K | 0.07% | +499+4.9% | Added |
| Benjamin Edwards Inc | 10,744 | $532.4K | 0.00% | +10,744 | New |
| Sax Wealth Advisors, LLC | 13,693 | $535.0K | 0.02% | −297−2.1% | Reduced |
| Ellevest, Inc. | 11,105 | $550.4K | 0.06% | +2,641+31.2% | Added |
| Private Advisor Group, LLC | 11,176 | $553.9K | 0.00% | −15,044−57.4% | Reduced |
| Studio Investment Management LLC | 11,286 | $559.3K | 0.09% | −198−1.7% | Reduced |
| Frec Markets, Inc. | 11,410 | $565.5K | 0.05% | +2,092+22.5% | Added |
| Seed Wealth Management, Inc. | 11,695 | $579.6K | 0.37% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 11,708 | $580.2K | 0.04% | +155+1.3% | Added |
| MAI Capital Management | 11,778 | $583.8K | 0.00% | +10,104+603.6% | Added |
| FDx Advisors, Inc. | 11,797 | $585.0K | 0.18% | −234−1.9% | Reduced |
| Sivia Capital Partners, LLC | 11,817 | $585.7K | 0.07% | −3,051−20.5% | Reduced |
| Custom Index Systems, LLC | 11,823 | $585.9K | 0.21% | +105+0.9% | Added |
| Drive Wealth Management, LLC | 11,849 | $587.2K | 0.10% | +296+2.6% | Added |
| Gallacher Capital Management LLC | 11,899 | $589.7K | 0.33% | +2,127+21.8% | Added |
| Leuthold Group, LLC | 11,983 | $593.9K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 12,074 | $598.4K | 0.01% | +12,074 | New |
| First National Bank of Hutchinson | 12,117 | $600.5K | 0.33% | +227+1.9% | Added |
| Axxion S.A. | 12,134 | $602.5K | 0.04% | +12,134 | New |
| Diversify Wealth Management, LLC | 11,559 | $607.3K | 0.01% | +2,482+27.3% | Added |
| Diversify Advisory Services, LLC | 11,559 | $607.3K | 0.01% | +11,559 | New |
| Stephens Inc | 12,502 | $619.6K | 0.01% | +1,654+15.2% | Added |
| Beverly Hills Private Wealth, LLC | 12,543 | $621.6K | 0.12% | −412−3.2% | Reduced |
| Summit Global Investments | 12,636 | $626.0K | 0.03% | −828−6.1% | Reduced |
| Valeo Financial Advisors, LLC | 12,649 | $626.9K | 0.01% | +3,528+38.7% | Added |
| Vigil Wealth Management, LLC | 12,700 | $629.4K | 0.45% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12,751 | $631.9K | 0.02% | −6,854−35.0% | Reduced |
| Janney Montgomery Scott LLC | 12,865 | $638.0K | 0.00% | −2,191−14.6% | Reduced |
| Bridgewater Advisors Inc. | 12,218 | $644.5K | 0.04% | +185+1.5% | Added |
| Smartleaf Asset Management LLC | 13,286 | $657.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,306 | $659.4K | 0.06% | +275+2.1% | Added |
| Davenport & Co LLC | 13,334 | $660.9K | 0.00% | −909−6.4% | Reduced |
| Aprio Wealth Management, LLC | 13,487 | $668.4K | 0.03% | +1,341+11.0% | Added |