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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.

Institutional holdersQ2 2026: 766 institutions
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 766 institutions
Value heldQ2 2026: $62.9B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026766$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$18.5B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2026.

Institutions holding UBS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
a16z Perennial Management, L.P.0$00.00%−5,648−100.0%Sold out
Prospera Financial Services Inc0$00.00%−5,545−100.0%Sold out
FLC Capital Advisors0$00.00%−5,468−100.0%Sold out
MQS Management LLC0$00.00%−5,141−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−2,506−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−1,378−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−1,237−100.0%Sold out
Addison Advisors LLC0$00.00%−711−100.0%Sold out
Union Savings Bank0$00.00%−410−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−360−100.0%Sold out
RWM Asset Management, LLC0$00.00%−315−100.0%Sold out
True Link Financial Advisors, LLC0$00.00%−216−100.0%Sold out
Westend Capital Management, LLC0$00.00%−191−100.0%Sold out
Albion Financial Group0$00.00%−188−100.0%Sold out
Harbor Asset Planning, Inc.0$00.00%−133−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−100−100.0%Sold out
Key Capital Management, INC0$00.00%−103−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−70−100.0%Sold out
Golden State Equity Partners0$00.00%−60−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−56−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−3−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
Skopos Labs, Inc.––––Not filed
Evelyn Partners Investment Management LLP––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
Evelyn Partners Investment Management Services Ltd––––Not filed
My Portfolio Guide, LLC––––Not filed
CWM, LLC––––Not filed
Anfield Capital Management, LLC––––Not filed
McIlrath & Eck, LLC––––Not filed
Sofos Investments, Inc.––––Not filed
Sunbelt Securities, Inc.––––Not filed