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 |
|---|---|---|---|---|---|
| Evelyn Partners Group Ltd | 40,992 | $2.03M | 0.04% | +40,992 | New |
| CAPROCK Group, Inc. | 41,370 | $2.05M | 0.04% | +7,062+20.6% | Added |
| SRS Capital Advisors, Inc. | 41,789 | $2.07M | 0.01% | +36,579+702.1% | Added |
| Advisor Group Holdings, Inc. | 42,046 | $2.08M | 0.00% | +6,348+17.8% | Added |
| Commonwealth Equity Services, LLC | 42,347 | $2.10M | 0.00% | −187−0.4% | Reduced |
| Savant Capital, LLC | 47,292 | $2.24M | 0.01% | +30,695+184.9% | Added |
| Allspring Global Investments Holdings, LLC | 45,243 | $2.24M | 0.00% | +50.0% | Added |
| Keybank National Association | 46,204 | $2.29M | 0.01% | +19,086+70.4% | Added |
| Atria Investments LLC | 47,613 | $2.36M | 0.02% | +12,930+37.3% | Added |
| Hantz Financial Services, Inc. | 48,575 | $2.41M | 0.03% | −2,433−4.8% | Reduced |
| Sanctuary Advisors, LLC | 49,691 | $2.46M | 0.01% | +7,420+17.6% | Added |
| Atomi Financial Group, Inc. | 50,020 | $2.48M | 0.06% | +8,925+21.7% | Added |
| GWM Advisors LLC | 50,288 | $2.49M | 0.01% | +2,611+5.5% | Added |
| Sequoia Financial Advisors, LLC | 50,412 | $2.50M | 0.01% | −6,419−11.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 51,081 | $2.53M | 0.93% | −119−0.2% | Reduced |
| Bellecapital International Ltd. | 51,154 | $2.53M | 0.41% | −4,996−8.9% | Reduced |
| Marex Group plc | 51,382 | $2.55M | 0.02% | −1,703−3.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 51,940 | $2.57M | 0.56% | −628−1.2% | Reduced |
| Cim, LLC | 52,031 | $2.58M | 0.33% | +1,936+3.9% | Added |
| Park Avenue Securities LLC | 54,346 | $2.69M | 0.02% | +7,648+16.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 54,506 | $2.84M | 0.00% | +7,419+15.8% | Added |
| Cigna Investments Inc | 57,440 | $2.85M | 0.37% | +1,153+2.0% | Added |
| Factory Mutual Insurance Co | 57,893 | $2.87M | 0.03% | +21,348+58.4% | Added |
| Colony Group, LLC | 58,315 | $2.89M | 0.00% | +3,266+5.9% | Added |
| Orca Wealth Management, LLC | 59,821 | $2.96M | 1.78% | +210.0% | Added |
| IMC-Chicago, LLC | 60,720 | $3.01M | 0.03% | −6,889−10.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 60,959 | $3.02M | 0.44% | −10.0% | Reduced |
| Landesbank Baden-Wuerttemberg | 61,435 | $3.04M | 1.13% | −18,465−23.1% | Reduced |
| Pictet & Cie (Europe) SA | 61,209 | $3.04M | 0.06% | −37,525−38.0% | Reduced |
| Integrated Wealth Concepts LLC | 62,012 | $3.07M | 0.02% | −7,270−10.5% | Reduced |
| Stamos Capital Partners, L.P. | 62,364 | $3.09M | 0.47% | −8,012−11.4% | Reduced |
| Altman Advisors, Inc. | 62,585 | $3.10M | 1.11% | −609−1.0% | Reduced |
| Permanent Capital Management, LP | 64,477 | $3.20M | 0.43% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 65,735 | $3.26M | 0.99% | −6,392−8.9% | Reduced |
| SBI Securities Co., Ltd. | 66,955 | $3.32M | 0.08% | +60,556+946.3% | Added |
| Group One Trading, L.P. | 67,158 | $3.33M | 0.10% | −7,934−10.6% | Reduced |
| TrueMark Investments, LLC | 67,374 | $3.34M | 0.42% | +8,580+14.6% | Added |
| Opal Capital LLC | 67,374 | $3.34M | 0.60% | +8,580+14.6% | Added |
| PDT Partners, LLC | 67,648 | $3.35M | 0.18% | −237,640−77.8% | Reduced |
| RSM US Wealth Management LLC | 69,570 | $3.45M | 0.04% | +505+0.7% | Added |
| Alaethes Wealth LLC | 69,731 | $3.46M | 1.01% | −112−0.2% | Reduced |
| Mitchell Capital Management Co | 69,781 | $3.46M | 0.53% | +2,404+3.6% | Added |
| Banque Transatlantique SA | 72,543 | $3.59M | 0.08% | +2,308+3.3% | Added |
| Ieq Capital, LLC | 73,940 | $3.66M | 0.02% | +4,268+6.1% | Added |
| Equitable Trust Co | 74,386 | $3.69M | 0.15% | −623−0.8% | Reduced |
| Glenmede Trust Co NA | 74,740 | $3.70M | 0.02% | −911−1.2% | Reduced |
| BTC Capital Management, Inc. | 74,765 | $3.71M | 0.22% | +2,144+3.0% | Added |
| Independent Advisor Alliance | 75,104 | $3.72M | 0.09% | −9,572−11.3% | Reduced |
| Vident Advisory, LLC | 75,159 | $3.72M | 0.03% | +2,377+3.3% | Added |
| ARGA Investment Management, LP | 75,301 | $3.73M | 0.10% | 00.0% | Unchanged |
| Truist Financial Corp | 75,663 | $3.75M | 0.00% | +26,645+54.4% | Added |
| Northwestern Mutual Wealth Management Co | 76,900 | $3.81M | 0.00% | −3,307−4.1% | Reduced |
| Price T Rowe Associates Inc | 77,560 | $3.84M | 0.00% | −2,695−3.4% | Reduced |
| CenterBook Partners LP | 77,849 | $3.86M | 0.19% | −8,666−10.0% | Reduced |
| Polymer Capital Management (HK) LTD | 78,801 | $3.91M | 0.40% | +78,801 | New |
| Squarepoint Ops LLC | 80,944 | $4.01M | 0.01% | −113,316−58.3% | Reduced |
| Highland Capital Management, LLC | 83,806 | $4.15M | 0.19% | −155−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 85,946 | $4.26M | 0.04% | −48,359−36.0% | Reduced |
| Signaturefd, LLC | 86,732 | $4.30M | 0.06% | +6,837+8.6% | Added |
| Metis Global Partners, LLC | 92,411 | $4.59M | 0.10% | +5,950+6.9% | Added |
| Bleakley Financial Group, LLC | 93,266 | $4.62M | 0.06% | +12,816+15.9% | Added |
| Osmosis Investment Management UK Ltd | 96,968 | $4.81M | 0.22% | −104,364−51.8% | Reduced |
| SIH Partners, LLLP | 98,350 | $4.87M | 0.20% | −3,008,761−96.8% | Reduced |
| HRT Financial LP | 98,423 | $4.88M | 0.01% | +23,117+30.7% | Added |
| Plato Investment Management Ltd | 99,572 | $4.92M | 0.28% | −9,154−8.4% | Reduced |
| CI Private Wealth, LLC | 104,646 | $5.19M | 0.01% | −5,419−4.9% | Reduced |
| Lord, Abbett & Co. LLC | 108,318 | $5.37M | 0.02% | +108,318 | New |
| Timber Creek Capital Management LLC | 109,432 | $5.42M | 1.11% | +275+0.3% | Added |
| Ensign Peak Advisors, Inc | 115,794 | $5.75M | 0.01% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 117,507 | $5.83M | 1.43% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 117,577 | $5.84M | 0.27% | −17,690−13.1% | Reduced |
| Jefferies Financial Group Inc. | 123,024 | $6.10M | 0.06% | +62,184+102.2% | Added |
| Caisse de Depot Et Placement du Quebec | 126,354 | $6.28M | 0.01% | −122,914−49.3% | Reduced |
| HighTower Advisors, LLC | 126,700 | $6.28M | 0.01% | −11,303−8.2% | Reduced |
| Quadrant Capital Group LLC | 126,826 | $6.29M | 0.17% | +17,896+16.4% | Added |
| Banco Santander, S.A. | 128,465 | $6.37M | 0.04% | −12,491−8.9% | Reduced |
| Mizuho Markets Cayman LP | 129,919 | $6.44M | 0.24% | +129,919 | New |
| US Bancorp | 130,512 | $6.47M | 0.01% | +19,679+17.8% | Added |
| Gradient Investments LLC | 132,484 | $6.57M | 0.09% | +5,196+4.1% | Added |
| Susquehanna International Group, LLP | 133,183 | $6.60M | 0.01% | −1,432,477−91.5% | Reduced |
| Assetmark, Inc | 135,348 | $6.71M | 0.01% | +33,096+32.4% | Added |
| Helios Capital Management Pte. Ltd | 136,000 | $6.74M | 6.58% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 136,384 | $6.76M | 0.26% | −14,262−9.5% | Reduced |
| Callan Family Office, LLC | 136,735 | $6.78M | 0.13% | −2,574−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 137,057 | $6.79M | 0.00% | +10,000+7.9% | Added |
| Campbell & CO Investment Adviser LLC | 142,422 | $7.06M | 0.37% | −8,919−5.9% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 146,000 | $7.24M | 0.24% | +146,000 | New |
| Groupe la Francaise | 146,890 | $7.29M | 0.09% | +80,342+120.7% | Added |
| Ethic Inc. | 150,546 | $7.46M | 0.09% | +74,447+97.8% | Added |
| Brinker Capital Investments, LLC | 150,741 | $7.47M | 0.06% | +33,914+29.0% | Added |
| Rockefeller Capital Management L.P. | 151,317 | $7.50M | 0.01% | +101,211+202.0% | Added |
| NatWest Group plc | 152,430 | $7.55M | 1.35% | +4,509+3.0% | Added |
| Bessemer Group Inc | 152,569 | $7.56M | 0.01% | +38,367+33.6% | Added |
| Triasima Portfolio Management inc. | 154,449 | $7.65M | 1.03% | +6,189+4.2% | Added |
| Inspire Trust Co, N.A. | 155,000 | $7.68M | 1.06% | −5,000−3.1% | Reduced |
| Marshall Wace, LLP | 155,130 | $7.70M | 0.01% | +155,130 | New |
| Cetera Investment Advisers | 156,481 | $7.76M | 0.01% | +17,015+12.2% | Added |
| Quantbot Technologies LP | 156,520 | $7.76M | 0.31% | +28,643+22.4% | Added |
| Ritholtz Wealth Management | 158,219 | $7.84M | 0.12% | +2,981+1.9% | Added |
| Mercer Global Advisors Inc | 160,099 | $7.93M | 0.01% | +62,591+64.2% | Added |