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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 13,650 | $676.5K | 0.01% | +2,507+22.5% | Added |
| Trust Point Inc. | 13,926 | $690.2K | 0.06% | +288+2.1% | Added |
| swisspartners Advisors Ltd | 14,000 | $693.8K | 0.47% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 14,030 | $695.3K | 0.11% | −214−1.5% | Reduced |
| Cresset Asset Management, LLC | 14,098 | $698.8K | 0.00% | −5,192−26.9% | Reduced |
| Legacy Financial Advisors, Inc. | 14,196 | $703.6K | 0.09% | −26−0.2% | Reduced |
| Penserra Capital Management LLC | 14,756 | $730.0K | 0.01% | +14,567+7,707.4% | Added |
| Gateway Investment Advisers LLC | 14,763 | $731.7K | 0.01% | +14,763 | New |
| Oslo Pensjonsforsikring AS | 14,896 | $739.6K | 0.09% | +14,896 | New |
| Klingenstein Fields & Co LP | 14,930 | $739.9K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,975 | $742.2K | 0.01% | −18−0.1% | Reduced |
| Liberty One Investment Management, LLC | 14,981 | $742.4K | 0.07% | −891−5.6% | Reduced |
| Winning Points Advisors, LLC | 30,688 | $777.5K | 1.02% | −9,037−22.7% | Reduced |
| New Vernon Capital Holdings II LLC | 16,086 | $797.2K | 0.44% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 16,144 | $800.1K | 0.01% | +1,104+7.3% | Added |
| Merit Financial Group, LLC | 16,166 | $801.2K | 0.00% | +2,242+16.1% | Added |
| American Trust Investment Advisors, LLC | 16,260 | $805.8K | 0.40% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 16,333 | $809.5K | 0.15% | −19−0.1% | Reduced |
| Flputnam Investment Management Co | 16,362 | $810.9K | 0.01% | −3,100−15.9% | Reduced |
| Citizens Financial Group Inc | 16,524 | $818.9K | 0.01% | +294+1.8% | Added |
| Ascent Group, LLC | 16,580 | $821.7K | 0.02% | −657−3.8% | Reduced |
| NFJ Investment Group, LLC | 20,596 | $826.7K | 0.03% | +20,596 | New |
| Impact Capital Partners LLC | 17,006 | $842.8K | 0.23% | +23+0.1% | Added |
| Warren Averett Asset Management, LLC | 17,093 | $847.1K | 0.00% | +803+4.9% | Added |
| Net Worth Advisory Group | 17,947 | $889.4K | 0.22% | +483+2.8% | Added |
| Abacus Wealth Partners, LLC | 18,122 | $898.1K | 0.09% | −19,247−51.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,787 | $931.1K | 0.05% | +1,572+9.1% | Added |
| Kestra Private Wealth Services, LLC | 18,989 | $941.1K | 0.01% | −1,962−9.4% | Reduced |
| Pavaki Capital Management LLC | 19,000 | $941.5K | 0.54% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 19,096 | $946.4K | 0.01% | +2,466+14.8% | Added |
| Personal Cfo Solutions, LLC | 19,488 | $965.8K | 0.14% | +266+1.4% | Added |
| Themes Management Co LLC | 19,708 | $976.7K | 0.65% | −5,952−23.2% | Reduced |
| Centennial Bank | 19,871 | $984.8K | 0.32% | −56−0.3% | Reduced |
| PDS Planning, Inc | 20,470 | $1.01M | 0.06% | +1,526+8.1% | Added |
| Venturi Wealth Management, LLC | 20,559 | $1.02M | 0.04% | +1,057+5.4% | Added |
| Resources Investment Advisors, LLC. | 21,071 | $1.04M | 0.01% | +4,210+25.0% | Added |
| Massachusetts Wealth Management | 21,080 | $1.04M | 0.40% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 21,270 | $1.05M | 0.05% | +1,368+6.9% | Added |
| Syon Capital LLC | 21,313 | $1.06M | 0.05% | +66+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,721 | $1.08M | 0.00% | −279−1.3% | Reduced |
| HSBC Holdings PLC | 22,025 | $1.09M | 0.00% | −40,864−65.0% | Reduced |
| Parallel Advisors, LLC | 22,046 | $1.09M | 0.02% | +5,768+35.4% | Added |
| United Capital Financial Advisers, LLC | 22,252 | $1.10M | 0.01% | +276+1.3% | Added |
| U S Global Investors Inc | 22,300 | $1.11M | 0.11% | −5,500−19.8% | Reduced |
| Ronald Blue Trust, Inc. | 22,424 | $1.11M | 0.01% | −1,434−6.0% | Reduced |
| Main Street Financial Solutions, LLC | 22,669 | $1.12M | 0.07% | −126−0.6% | Reduced |
| Solstein Capital, LLC | 22,647 | $1.12M | 0.38% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 22,796 | $1.13M | 0.12% | +2,094+10.1% | Added |
| Concurrent Investment Advisors, LLC | 22,806 | $1.13M | 0.01% | +5,819+34.3% | Added |
| Brown Brothers Harriman & Co | 22,842 | $1.13M | 0.00% | −17,262−43.0% | Reduced |
| Storgate, LLC | 23,334 | $1.16M | 0.24% | +15,080+182.7% | Added |
| Pinnacle Associates Ltd | 23,342 | $1.16M | 0.01% | −1,136−4.6% | Reduced |
| Versant Capital Management, Inc | 23,532 | $1.17M | 0.10% | +1,400+6.3% | Added |
| Qtron Investments LLC | 23,519 | $1.17M | 0.16% | +431+1.9% | Added |
| JFS Wealth Advisors, LLC | 23,592 | $1.17M | 0.06% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 23,818 | $1.18M | 0.07% | −128−0.5% | Reduced |
| Checchi Capital Advisers, LLC | 23,905 | $1.18M | 0.08% | −666−2.7% | Reduced |
| Gryphon Financial Partners LLC | 24,481 | $1.21M | 0.11% | +3,035+14.2% | Added |
| Jain Global LLC | 24,585 | $1.22M | 0.01% | +24,585 | New |
| Antipodes Partners Ltd | 24,604 | $1.22M | 0.02% | −562,450−95.8% | Reduced |
| Connable Office Inc | 24,733 | $1.23M | 0.11% | −410−1.6% | Reduced |
| Farther Finance Advisors, LLC | 24,910 | $1.23M | 0.01% | −2,574−9.4% | Reduced |
| GeoWealth Management, LLC | 25,132 | $1.25M | 0.04% | −742−2.9% | Reduced |
| Simplex Trading, LLC | 25,447 | $1.26M | 0.03% | −96,871−79.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,496 | $1.26M | 0.01% | −43,874−63.2% | Reduced |
| Henshaw Capital LLC | 25,815 | $1.28M | 0.04% | 00.0% | Unchanged |
| Indivisible Partners | 25,999 | $1.29M | 0.07% | +15,591+149.8% | Added |
| Global Retirement Partners, LLC | 26,424 | $1.31M | 0.02% | +26,424 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 26,684 | $1.32M | 0.06% | −2,182−7.6% | Reduced |
| J.Safra Asset Management Corp | 26,778 | $1.33M | 0.06% | +17,438+186.7% | Added |
| Morningstar Investment Management LLC | 34,188 | $1.33M | 0.08% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 27,095 | $1.34M | 0.27% | +4,559+20.2% | Added |
| Future Fund LLC | 27,784 | $1.38M | 0.39% | +354+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 28,825 | $1.43M | 0.01% | +17,913+164.2% | Added |
| FCG Investment Co | 29,563 | $1.47M | 0.51% | +29,563 | New |
| Clearstead Advisors, LLC | 30,424 | $1.51M | 0.01% | −14,825−32.8% | Reduced |
| Chicago Trust Co NA | 30,541 | $1.51M | 0.22% | +8,204+36.7% | Added |
| Coldstream Capital Management Inc | 30,650 | $1.52M | 0.02% | +2,158+7.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 30,898 | $1.53M | 0.01% | +5,306+20.7% | Added |
| Cullen/Frost Bankers, Inc. | 30,990 | $1.54M | 0.02% | −479−1.5% | Reduced |
| Greenleaf Trust | 31,467 | $1.56M | 0.02% | +421+1.4% | Added |
| Bailard, Inc. | 31,504 | $1.56M | 0.03% | +1,223+4.0% | Added |
| Legacy Capital Group California, Inc. | 31,602 | $1.57M | 0.47% | −200−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 31,817 | $1.58M | 0.02% | +18,524+139.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,990 | $1.68M | 0.02% | −1,240−3.5% | Reduced |
| Advisors Capital Management, LLC | 34,052 | $1.69M | 0.02% | −35,904−51.3% | Reduced |
| Gabelli Funds LLC | 34,200 | $1.69M | 0.01% | +450+1.3% | Added |
| Snowden Capital Advisors LLC | 34,627 | $1.72M | 0.04% | +628+1.8% | Added |
| Barometer Capital Management Inc. | 35,100 | $1.74M | 0.48% | +2,300+7.0% | Added |
| Kovitz Investment Group Partners, LLC | 35,588 | $1.76M | 0.04% | −1,226−3.3% | Reduced |
| Summit Trail Advisors, LLC | 35,720 | $1.77M | 0.02% | +2,695+8.2% | Added |
| Advisors Asset Management, Inc. | 35,985 | $1.78M | 0.03% | −9,333−20.6% | Reduced |
| Baker Ellis Asset Management LLC | 36,350 | $1.80M | 0.19% | −900−2.4% | Reduced |
| National Bank of Canada | 35,334 | $1.82M | 0.00% | +1,583+4.7% | Added |
| Vise Technologies, Inc. | 37,564 | $1.86M | 0.02% | −11,347−23.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 38,767 | $1.92M | 0.07% | +16,660+75.4% | Added |
| Kathmere Capital Management, LLC | 39,599 | $1.96M | 0.10% | +2,794+7.6% | Added |
| Rhumbline Advisers | 39,664 | $1.97M | 0.00% | +67+0.2% | Added |
| Ballentine Partners, LLC | 40,224 | $1.99M | 0.02% | +928+2.4% | Added |
| Cullinan Associates Inc | 40,407 | $2.00M | 0.15% | 00.0% | Unchanged |