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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 163,223 | $8.09M | 0.02% | +68,341+72.0% | Added |
| Millennium Management LLC | 165,363 | $8.20M | 0.01% | −339,181−67.2% | Reduced |
| Exane Asset Management | 180,748 | $8.28M | 2.99% | −1,702,637−90.4% | Reduced |
| Toroso Investments, LLC | 167,457 | $8.30M | 0.02% | +167,457 | New |
| Laird Norton Trust Company, LLC | 170,971 | $8.47M | 0.16% | +4,928+3.0% | Added |
| SEI Investments Co | 171,980 | $8.52M | 0.01% | −4,286−2.4% | Reduced |
| Van Eck Associates Corp | 179,747 | $8.91M | 0.01% | +179,747 | New |
| M&T Bank Corp | 182,764 | $9.06M | 0.03% | −833−0.5% | Reduced |
| First Trust Advisors LP | 183,740 | $9.11M | 0.01% | −1,719−0.9% | Reduced |
| TD Waterhouse Canada Inc. | 187,902 | $9.35M | 0.02% | +33,611+21.8% | Added |
| Intech Investment Management LLC | 189,448 | $9.41M | 0.09% | −28,984−13.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 190,346 | $9.43M | 0.17% | +24,190+14.6% | Added |
| JustInvest LLC | 193,469 | $9.59M | 0.08% | +17,147+9.7% | Added |
| QRG Capital Management, Inc. | 201,143 | $9.97M | 0.08% | +32,408+19.2% | Added |
| Ingalls & Snyder LLC | 209,623 | $10.4M | 0.28% | +15,687+8.1% | Added |
| RPg Family Wealth Advisory, LLC | 213,729 | $10.6M | 1.77% | +4,181+2.0% | Added |
| Crossmark Global Holdings, Inc. | 222,503 | $11.0M | 0.14% | −3,635−1.6% | Reduced |
| Value Partners Investments Inc. | 238,892 | $11.8M | 0.83% | −1,198−0.5% | Reduced |
| Mariner, LLC | 239,614 | $11.9M | 0.01% | +11,847+5.2% | Added |
| Cerity Partners LLC | 245,469 | $12.2M | 0.01% | +31,094+14.5% | Added |
| Tudor Investment Corp Et Al | 248,111 | $12.3M | 0.05% | −27,890−10.1% | Reduced |
| Pathstone Holdings, LLC | 249,033 | $12.3M | 0.04% | +29,809+13.6% | Added |
| Fideuram Asset Management (Ireland) dac | 326,107 | $12.9M | 0.25% | +307,669+1,668.7% | Added |
| Evergreen Capital Management LLC | 269,605 | $13.4M | 0.23% | +242,280+886.7% | Added |
| Henry James International Management, Inc. | 272,365 | $13.5M | 4.04% | −290.0% | Reduced |
| Promethos Capital, LLC | 274,025 | $13.6M | 3.72% | +40,930+17.6% | Added |
| Contravisory Investment Management, Inc. | 276,622 | $13.7M | 2.42% | −13,924−4.8% | Reduced |
| Groupama Asset Managment | 350,855 | $14.0M | 0.18% | +62,737+21.8% | Added |
| Andra AP-fonden | 366,087 | $14.7M | 0.17% | −76,032−17.2% | Reduced |
| MetLife Investment Management | 311,934 | $15.5M | 0.07% | +11,691+3.9% | Added |
| Baader Bank INC | 321,846 | $15.9M | 1.30% | 00.0% | Unchanged |
| LPL Financial LLC | 325,540 | $16.1M | 0.00% | +25,703+8.6% | Added |
| CIBC World Markets Inc. | 325,720 | $16.1M | 0.03% | −12,133−3.6% | Reduced |
| Prudential PLC | 326,475 | $16.2M | 0.11% | +3,445+1.1% | Added |
| Citadel Advisors LLC | 336,523 | $16.7M | 0.01% | −340,539−50.3% | Reduced |
| RBF Capital, LLC | 340,000 | $16.9M | 0.71% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 346,600 | $17.2M | 3.70% | −33,640−8.8% | Reduced |
| Gardner Lewis Asset Management L P | 363,525 | $18.0M | 4.01% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 369,357 | $18.3M | 1.62% | −498−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 374,138 | $18.5M | 0.06% | −113,826−23.3% | Reduced |
| LGT Fund Management Co Ltd. | 376,123 | $18.6M | 0.78% | −39,389−9.5% | Reduced |
| Great Lakes Advisors, LLC | 376,522 | $18.7M | 0.14% | +10,358+2.8% | Added |
| Lazard Asset Management LLC | 386,657 | $19.2M | 0.03% | +16,213+4.4% | Added |
| Neuberger Berman Group LLC | 416,384 | $20.7M | 0.01% | +121,027+41.0% | Added |
| Haven Global Partners, LLC | 423,016 | $21.0M | 16.10% | −235,592−35.8% | Reduced |
| Voya Investment Management LLC | 425,511 | $21.1M | 0.02% | +23,942+6.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 426,112 | $21.2M | 0.16% | +11,238+2.7% | Added |
| Creative Planning | 456,481 | $22.6M | 0.01% | +76,545+20.1% | Added |
| Two Sigma Investments, LP | 475,312 | $23.6M | 0.02% | +62,657+15.2% | Added |
| O'Shaughnessy Asset Management, LLC | 504,607 | $25.0M | 0.12% | +40,082+8.6% | Added |
| USS Investment Management Ltd | 521,574 | $25.9M | 0.10% | −310−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 524,274 | $26.0M | 0.49% | +14,701+2.9% | Added |
| Maryland State Retirement & Pension System | 572,521 | $28.4M | 0.49% | +216,972+61.0% | Added |
| Fiera Capital Corp | 574,968 | $28.5M | 0.10% | +3,024+0.5% | Added |
| Stifel Financial Corp | 580,682 | $28.8M | 0.02% | +20,035+3.6% | Added |
| D. E. Shaw & Co., Inc. | 583,637 | $28.9M | 0.02% | −734,317−55.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 615,773 | $30.5M | 0.40% | −37,043−5.7% | Reduced |
| Levin Capital Strategies, L.P. | 624,785 | $31.0M | 2.08% | −8,702−1.4% | Reduced |
| Systrade AG | 627,300 | $31.1M | 19.46% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 657,655 | $32.6M | 0.00% | +125,785+23.6% | Added |
| Channing Global Advisors, LLC | 672,402 | $33.4M | 17.28% | −12,381−1.8% | Reduced |
| Mackenzie Financial Corp | 884,672 | $35.4M | 0.04% | +169,778+23.7% | Added |
| Jane Street Group, LLC | 746,183 | $37.0M | 0.02% | −2,204,186−74.7% | Reduced |
| Quantinno Capital Management LP | 754,276 | $37.4M | 0.04% | +135,593+21.9% | Added |
| GAM Holding AG | 762,272 | $37.9M | 2.90% | +59,509+8.5% | Added |
| Alliancebernstein L.P. | 976,101 | $38.1M | 0.01% | +359,286+58.2% | Added |
| Raymond James Financial Inc | 776,059 | $38.5M | 0.01% | +90,042+13.1% | Added |
| Wells Fargo & Company | 810,448 | $40.2M | 0.01% | +156,835+24.0% | Added |
| Thrivent Financial for Lutherans | 853,597 | $42.4M | 0.07% | −12,223−1.4% | Reduced |
| J. Safra Sarasin Holding AG | 1,104,367 | $43.3M | 0.62% | +17,759+1.6% | Added |
| EFG International AG | 898,628 | $44.5M | 0.81% | +5,797+0.6% | Added |
| Patient Capital Management, LLC | 953,734 | $47.3M | 1.57% | −288,221−23.2% | Reduced |
| DJE Kapital AG | 983,564 | $49.0M | 0.92% | +983,564 | New |
| Zurich Insurance Group Ltd | 1,083,128 | $53.7M | 0.37% | +503,165+86.8% | Added |
| Mediolanum International Funds Ltd | 1,111,179 | $54.9M | 0.47% | +522,867+88.9% | Added |
| Crocodile Capital Partners GmbH | 1,170,000 | $58.0M | 39.44% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,173,305 | $58.2M | 0.05% | −61,337−5.0% | Reduced |
| Rathbone Brothers plc | 1,179,032 | $58.6M | 0.22% | −41,002−3.4% | Reduced |
| State of Wisconsin Investment Board | 1,190,788 | $59.1M | 0.12% | +26,633+2.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,295,198 | $64.3M | 0.29% | −114,896−8.1% | Reduced |
| Vanguard Global Advisers, LLC | 1,301,841 | $64.5M | 0.03% | +93,478+7.7% | Added |
| SEB Asset Management AB | 1,302,198 | $64.7M | 0.24% | +143,108+12.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,308,707 | $65.0M | 0.15% | +775,073+145.2% | Added |
| Brandes Investment Partners, LP | 1,398,641 | $69.3M | 0.49% | +30,169+2.2% | Added |
| FIL Ltd | 1,567,708 | $77.7M | 0.06% | −97,313−5.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 1,614,810 | $80.0M | 0.20% | +36,099+2.3% | Added |
| ABN AMRO Bank N.V. | 1,630,379 | $80.7M | 1.04% | +160,141+10.9% | Added |
| Banque Pictet & Cie SA | 1,637,812 | $81.3M | 0.84% | −27,262−1.6% | Reduced |
| Credit Agricole S A | 1,644,169 | $81.5M | 0.21% | +711,613+76.3% | Added |
| Ameriprise Financial Inc | 1,651,479 | $82.0M | 0.02% | −12,337−0.7% | Reduced |
| Envestnet Asset Management Inc | 1,686,431 | $83.6M | 0.02% | +182,941+12.2% | Added |
| 1832 Asset Management L.P. | 1,697,000 | $84.1M | 0.10% | +1,697,000 | New |
| Moore Capital Management, LP | 1,858,635 | $92.1M | 2.10% | −180,964−8.9% | Reduced |
| State of Tennessee, Treasury Department | 1,860,583 | $92.4M | 0.27% | −76,358−3.9% | Reduced |
| Generali Asset Management SPA SGR | 2,491,590 | $99.8M | 1.80% | −162,320−6.1% | Reduced |
| Life Cycle Investment Partners Ltd | 2,031,327 | $100.9M | 0.47% | +312,308+18.2% | Added |
| Captrust Financial Advisors | 2,036,912 | $100.9M | 0.15% | −59,495−2.8% | Reduced |
| Bank of Montreal | 2,044,026 | $101.3M | 0.04% | −417,003−16.9% | Reduced |
| Korea Investment CORP | 2,130,913 | $105.8M | 0.20% | −148,453−6.5% | Reduced |
| Invesco Ltd. | 2,269,793 | $112.5M | 0.01% | −162,588−6.7% | Reduced |