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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 2,381,984 | $118.1M | 0.05% | +360,368+17.8% | Added |
| Border to Coast Pensions Partnership Ltd | 2,394,800 | $118.8M | 1.75% | +87,800+3.8% | Added |
| Public Employees Retirement System of Ohio | 2,398,700 | $119.1M | 0.35% | +6,332+0.3% | Added |
| ASR Vermogensbeheer N.V. | 2,401,020 | $119.2M | 1.23% | +1,083,910+82.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,435,805 | $120.8M | 0.34% | +2,435,805 | New |
| Liontrust Investment Partners LLP | 2,458,659 | $122.1M | 1.79% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 2,926,309 | $145.1M | 0.38% | +384,255+15.1% | Added |
| DekaBank Deutsche Girozentrale | 4,269,505 | $162.0M | 0.27% | 00.0% | Unchanged |
| LGT Group Foundation | 3,276,919 | $162.4M | 1.84% | −162,498−4.7% | Reduced |
| TD Asset Management Inc | 3,283,895 | $163.1M | 0.14% | +732,525+28.7% | Added |
| Clearbridge Investments, LLC | 3,295,070 | $163.3M | 0.14% | +3,157,318+2,292.0% | Added |
| Great West Life Assurance Co | 3,339,552 | $165.6M | 0.26% | +172,377+5.4% | Added |
| Royal London Asset Management Ltd | 3,468,512 | $171.9M | 0.32% | −47,366−1.3% | Reduced |
| Acadian Asset Management LLC | 3,556,341 | $176.6M | 0.21% | +584,985+19.7% | Added |
| Aviva PLC | 3,688,297 | $182.8M | 0.27% | +117,560+3.3% | Added |
| BlackRock, Inc. | 4,041,667 | $200.3M | 0.00% | +195,231+5.1% | Added |
| Jones Financial Companies LLLP | 4,128,651 | $202.7M | 0.08% | +610,651+17.4% | Added |
| Northern Trust Corp | 4,389,280 | $217.5M | 0.03% | +32,374+0.7% | Added |
| Natixis Advisors, L.P. | 4,605,772 | $228.3M | 0.26% | +478,758+11.6% | Added |
| AQR Capital Management LLC | 4,831,556 | $239.4M | 0.08% | +138,453+3.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,872,034 | $241.4M | 0.24% | +233,372+5.0% | Added |
| Dimensional Fund Advisors LP | 4,893,948 | $242.5M | 0.04% | +4,893,948 | New |
| M&G Plc | 5,307,939 | $262.7M | 1.31% | +327,179+6.6% | Added |
| Compagnie Lombard Odier SCmA | 5,382,576 | $267.3M | 2.89% | +110,506+2.1% | Added |
| Qube Research & Technologies Ltd | 5,474,754 | $271.3M | 0.30% | −2,137,788−28.1% | Reduced |
| Royal Bank of Canada | 5,577,794 | $276.4M | 0.05% | +1,642,213+41.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,601,012 | $278.1M | 0.72% | −513,151−8.4% | Reduced |
| Franklin Resources Inc | 5,826,152 | $288.6M | 0.06% | +724,551+14.2% | Added |
| WCM Investment Management, LLC | 6,150,458 | $304.4M | 0.55% | +300,258+5.1% | Added |
| Russell Investments Group, Ltd. | 6,405,254 | $318.0M | 0.28% | −1,333,644−17.2% | Reduced |
| Allianz Asset Management GmbH | 6,407,087 | $318.2M | 0.29% | +212,340+3.4% | Added |
| Bank of New York Mellon Corp | 6,575,317 | $325.9M | 0.05% | +72,607+1.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,650,553 | $329.9M | 0.26% | +805,184+13.8% | Added |
| Ninety One UK Ltd | 7,133,245 | $354.3M | 0.79% | −1,554,733−17.9% | Reduced |
| Banque Cantonale Vaudoise | 7,162,067 | $355.7M | 13.83% | +20,697+0.3% | Added |
| Citigroup Inc | 7,234,261 | $359.3M | 0.17% | +1,275,178+21.4% | Added |
| Jupiter Topco LLC | 7,482,210 | $371.6M | 0.15% | +7,482,210 | New |
| Morgan Stanley | 7,694,575 | $381.3M | 0.02% | −68,648−0.9% | Reduced |
| Caisse des Depots Et Consignations | 7,812,061 | $388.0M | 6.56% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10,233,181 | $507.1M | 0.28% | +2,276,359+28.6% | Added |
| Bank of America Corp | 10,325,213 | $511.7M | 0.03% | +670,229+6.9% | Added |
| Nuveen, LLC | 10,482,169 | $520.3M | 0.12% | −745,235−6.6% | Reduced |
| Capital World Investors | 14,545,505 | $720.6M | 0.09% | −8,950,341−38.1% | Reduced |
| Vontobel Holding Ltd. | 14,698,356 | $728.4M | 2.44% | −427,925−2.8% | Reduced |
| Vanguard Asset Management, Ltd | 14,828,609 | $734.9M | 0.50% | +716,193+5.1% | Added |
| Assenagon Asset Management S.A. | 16,536,418 | $821.2M | 1.07% | +16,277,125+6,277.5% | Added |
| Arrowstreet Capital, Limited Partnership | 17,034,727 | $844.2M | 0.37% | −1,816,201−9.6% | Reduced |
| Pzena Investment Management LLC | 22,604,129 | $905.5M | 2.66% | −3,940,226−14.8% | Reduced |
| Goldman Sachs Group Inc | 19,805,601 | $981.6M | 0.10% | +4,460,615+29.1% | Added |
| Legal & General Group Plc | 22,124,624 | $1.10B | 0.23% | −1,277,920−5.5% | Reduced |
| Deutsche Bank AG | 24,147,522 | $1.20B | 0.35% | −7,775,104−24.4% | Reduced |
| Amundi | 25,463,870 | $1.26B | 0.30% | +2,169,023+9.3% | Added |
| Vanguard Fiduciary Trust Co | 27,709,028 | $1.37B | 0.30% | +198,485+0.7% | Added |
| JPMorgan Chase & Co | 29,666,939 | $1.47B | 0.09% | +2,232,692+8.1% | Added |
| Dodge & Cox | 33,630,342 | $1.67B | 0.87% | −14,3000.0% | Reduced |
| Pictet Asset Management Holding SA | 36,743,822 | $1.82B | 1.74% | +1,152,198+3.2% | Added |
| Cevian Capital II GP LTD | 48,117,675 | $2.38B | 64.50% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,233,032 | $2.74B | 5.26% | −1,441,535−2.5% | Reduced |
| FMR LLC | 55,541,141 | $2.75B | 0.12% | +1,657,409+3.1% | Added |
| Wellington Management Group LLP | 59,553,311 | $2.96B | 0.51% | +9,632,654+19.3% | Added |
| Massachusetts Financial Services Co | 62,927,553 | $3.20B | 1.02% | −2,614,508−4.0% | Reduced |
| Fisher Asset Management, LLC | 64,920,294 | $3.22B | 0.96% | −1,153,944−1.7% | Reduced |
| Norges Bank | 95,849,980 | $4.75B | 0.47% | +95,849,980 | New |
| Vanguard Capital Management LLC | 98,080,411 | $4.86B | 0.10% | +816,468+0.8% | Added |
| UBS Group AG | 107,137,265 | $5.31B | 0.84% | +247,083+0.2% | Added |
| Coppell Advisory Solutions LLC | 509 | – | – | +509 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −686,991−100.0% | Sold out |
| Gemsstock Limited | 0 | $0 | 0.00% | −630,741−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −581,139−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −490,514−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −285,184−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −294,057−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −199,385−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −142,510−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −123,796−100.0% | Sold out |
| Karl Kapital LLC | 0 | $0 | 0.00% | −88,866−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −81,498−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −74,367−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −64,462−100.0% | Sold out |
| South Shore Capital Advisors | 0 | $0 | 0.00% | −56,737−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −37,276−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −27,520−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −25,629−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −19,431−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −18,328−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −18,289−100.0% | Sold out |
| Climber Capital SA | 0 | $0 | 0.00% | −17,618−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −16,150−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −13,506−100.0% | Sold out |
| Northside Capital Management, LLC | 0 | $0 | 0.00% | −12,823−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −12,617−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,589−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −12,531−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −11,583−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −8,294−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −8,208−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −7,806−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −6,972−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −6,018−100.0% | Sold out |