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 |
|---|---|---|---|---|---|
| GAM Holding AG | 762,272 | $37.9M | 2.90% | +59,509+8.5% | Added |
| Quantinno Capital Management LP | 754,276 | $37.4M | 0.04% | +135,593+21.9% | Added |
| Jane Street Group, LLC | 746,183 | $37.0M | 0.02% | −2,204,186−74.7% | Reduced |
| Mackenzie Financial Corp | 884,672 | $35.4M | 0.04% | +169,778+23.7% | Added |
| Channing Global Advisors, LLC | 672,402 | $33.4M | 17.28% | −12,381−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 657,655 | $32.6M | 0.00% | +125,785+23.6% | Added |
| Systrade AG | 627,300 | $31.1M | 19.46% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 624,785 | $31.0M | 2.08% | −8,702−1.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 615,773 | $30.5M | 0.40% | −37,043−5.7% | Reduced |
| D. E. Shaw & Co., Inc. | 583,637 | $28.9M | 0.02% | −734,317−55.7% | Reduced |
| Stifel Financial Corp | 580,682 | $28.8M | 0.02% | +20,035+3.6% | Added |
| Fiera Capital Corp | 574,968 | $28.5M | 0.10% | +3,024+0.5% | Added |
| Maryland State Retirement & Pension System | 572,521 | $28.4M | 0.49% | +216,972+61.0% | Added |
| Baker Avenue Asset Management, LP | 524,274 | $26.0M | 0.49% | +14,701+2.9% | Added |
| USS Investment Management Ltd | 521,574 | $25.9M | 0.10% | −310−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 504,607 | $25.0M | 0.12% | +40,082+8.6% | Added |
| Two Sigma Investments, LP | 475,312 | $23.6M | 0.02% | +62,657+15.2% | Added |
| Creative Planning | 456,481 | $22.6M | 0.01% | +76,545+20.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 426,112 | $21.2M | 0.16% | +11,238+2.7% | Added |
| Voya Investment Management LLC | 425,511 | $21.1M | 0.02% | +23,942+6.0% | Added |
| Haven Global Partners, LLC | 423,016 | $21.0M | 16.10% | −235,592−35.8% | Reduced |
| Neuberger Berman Group LLC | 416,384 | $20.7M | 0.01% | +121,027+41.0% | Added |
| Lazard Asset Management LLC | 386,657 | $19.2M | 0.03% | +16,213+4.4% | Added |
| Great Lakes Advisors, LLC | 376,522 | $18.7M | 0.14% | +10,358+2.8% | Added |
| LGT Fund Management Co Ltd. | 376,123 | $18.6M | 0.78% | −39,389−9.5% | Reduced |
| Worldquant Millennium Advisors LLC | 374,138 | $18.5M | 0.06% | −113,826−23.3% | Reduced |
| Pictet North America Advisors SA | 369,357 | $18.3M | 1.62% | −498−0.1% | Reduced |
| Gardner Lewis Asset Management L P | 363,525 | $18.0M | 4.01% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 346,600 | $17.2M | 3.70% | −33,640−8.8% | Reduced |
| RBF Capital, LLC | 340,000 | $16.9M | 0.71% | 00.0% | Unchanged |
| Citadel Advisors LLC | 336,523 | $16.7M | 0.01% | −340,539−50.3% | Reduced |
| Prudential PLC | 326,475 | $16.2M | 0.11% | +3,445+1.1% | Added |
| CIBC World Markets Inc. | 325,720 | $16.1M | 0.03% | −12,133−3.6% | Reduced |
| LPL Financial LLC | 325,540 | $16.1M | 0.00% | +25,703+8.6% | Added |
| Baader Bank INC | 321,846 | $15.9M | 1.30% | 00.0% | Unchanged |
| MetLife Investment Management | 311,934 | $15.5M | 0.07% | +11,691+3.9% | Added |
| Andra AP-fonden | 366,087 | $14.7M | 0.17% | −76,032−17.2% | Reduced |
| Groupama Asset Managment | 350,855 | $14.0M | 0.18% | +62,737+21.8% | Added |
| Contravisory Investment Management, Inc. | 276,622 | $13.7M | 2.42% | −13,924−4.8% | Reduced |
| Promethos Capital, LLC | 274,025 | $13.6M | 3.72% | +40,930+17.6% | Added |
| Henry James International Management, Inc. | 272,365 | $13.5M | 4.04% | −290.0% | Reduced |
| Evergreen Capital Management LLC | 269,605 | $13.4M | 0.23% | +242,280+886.7% | Added |
| Fideuram Asset Management (Ireland) dac | 326,107 | $12.9M | 0.25% | +307,669+1,668.7% | Added |
| Pathstone Holdings, LLC | 249,033 | $12.3M | 0.04% | +29,809+13.6% | Added |
| Tudor Investment Corp Et Al | 248,111 | $12.3M | 0.05% | −27,890−10.1% | Reduced |
| Cerity Partners LLC | 245,469 | $12.2M | 0.01% | +31,094+14.5% | Added |
| Mariner, LLC | 239,614 | $11.9M | 0.01% | +11,847+5.2% | Added |
| Value Partners Investments Inc. | 238,892 | $11.8M | 0.83% | −1,198−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 222,503 | $11.0M | 0.14% | −3,635−1.6% | Reduced |
| RPg Family Wealth Advisory, LLC | 213,729 | $10.6M | 1.77% | +4,181+2.0% | Added |
| Ingalls & Snyder LLC | 209,623 | $10.4M | 0.28% | +15,687+8.1% | Added |
| QRG Capital Management, Inc. | 201,143 | $9.97M | 0.08% | +32,408+19.2% | Added |
| JustInvest LLC | 193,469 | $9.59M | 0.08% | +17,147+9.7% | Added |
| Mount Yale Investment Advisors, LLC | 190,346 | $9.43M | 0.17% | +24,190+14.6% | Added |
| Intech Investment Management LLC | 189,448 | $9.41M | 0.09% | −28,984−13.3% | Reduced |
| TD Waterhouse Canada Inc. | 187,902 | $9.35M | 0.02% | +33,611+21.8% | Added |
| First Trust Advisors LP | 183,740 | $9.11M | 0.01% | −1,719−0.9% | Reduced |
| M&T Bank Corp | 182,764 | $9.06M | 0.03% | −833−0.5% | Reduced |
| Van Eck Associates Corp | 179,747 | $8.91M | 0.01% | +179,747 | New |
| SEI Investments Co | 171,980 | $8.52M | 0.01% | −4,286−2.4% | Reduced |
| Laird Norton Trust Company, LLC | 170,971 | $8.47M | 0.16% | +4,928+3.0% | Added |
| Toroso Investments, LLC | 167,457 | $8.30M | 0.02% | +167,457 | New |
| Exane Asset Management | 180,748 | $8.28M | 2.99% | −1,702,637−90.4% | Reduced |
| Millennium Management LLC | 165,363 | $8.20M | 0.01% | −339,181−67.2% | Reduced |
| MML Investors Services, LLC | 163,223 | $8.09M | 0.02% | +68,341+72.0% | Added |
| Mercer Global Advisors Inc | 160,099 | $7.93M | 0.01% | +62,591+64.2% | Added |
| Ritholtz Wealth Management | 158,219 | $7.84M | 0.12% | +2,981+1.9% | Added |
| Quantbot Technologies LP | 156,520 | $7.76M | 0.31% | +28,643+22.4% | Added |
| Cetera Investment Advisers | 156,481 | $7.76M | 0.01% | +17,015+12.2% | Added |
| Marshall Wace, LLP | 155,130 | $7.70M | 0.01% | +155,130 | New |
| Inspire Trust Co, N.A. | 155,000 | $7.68M | 1.06% | −5,000−3.1% | Reduced |
| Triasima Portfolio Management inc. | 154,449 | $7.65M | 1.03% | +6,189+4.2% | Added |
| Bessemer Group Inc | 152,569 | $7.56M | 0.01% | +38,367+33.6% | Added |
| NatWest Group plc | 152,430 | $7.55M | 1.35% | +4,509+3.0% | Added |
| Rockefeller Capital Management L.P. | 151,317 | $7.50M | 0.01% | +101,211+202.0% | Added |
| Brinker Capital Investments, LLC | 150,741 | $7.47M | 0.06% | +33,914+29.0% | Added |
| Ethic Inc. | 150,546 | $7.46M | 0.09% | +74,447+97.8% | Added |
| Groupe la Francaise | 146,890 | $7.29M | 0.09% | +80,342+120.7% | Added |
| Dixon Mitchell Investment Counsel Inc. | 146,000 | $7.24M | 0.24% | +146,000 | New |
| Campbell & CO Investment Adviser LLC | 142,422 | $7.06M | 0.37% | −8,919−5.9% | Reduced |
| The PNC Financial Services Group, Inc. | 137,057 | $6.79M | 0.00% | +10,000+7.9% | Added |
| Callan Family Office, LLC | 136,735 | $6.78M | 0.13% | −2,574−1.8% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 136,384 | $6.76M | 0.26% | −14,262−9.5% | Reduced |
| Helios Capital Management Pte. Ltd | 136,000 | $6.74M | 6.58% | 00.0% | Unchanged |
| Assetmark, Inc | 135,348 | $6.71M | 0.01% | +33,096+32.4% | Added |
| Susquehanna International Group, LLP | 133,183 | $6.60M | 0.01% | −1,432,477−91.5% | Reduced |
| Gradient Investments LLC | 132,484 | $6.57M | 0.09% | +5,196+4.1% | Added |
| US Bancorp | 130,512 | $6.47M | 0.01% | +19,679+17.8% | Added |
| Mizuho Markets Cayman LP | 129,919 | $6.44M | 0.24% | +129,919 | New |
| Banco Santander, S.A. | 128,465 | $6.37M | 0.04% | −12,491−8.9% | Reduced |
| Quadrant Capital Group LLC | 126,826 | $6.29M | 0.17% | +17,896+16.4% | Added |
| HighTower Advisors, LLC | 126,700 | $6.28M | 0.01% | −11,303−8.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 126,354 | $6.28M | 0.01% | −122,914−49.3% | Reduced |
| Jefferies Financial Group Inc. | 123,024 | $6.10M | 0.06% | +62,184+102.2% | Added |
| Ninety One North America, Inc. | 117,577 | $5.84M | 0.27% | −17,690−13.1% | Reduced |
| Platinum Investment Management Ltd | 117,507 | $5.83M | 1.43% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 115,794 | $5.75M | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 109,432 | $5.42M | 1.11% | +275+0.3% | Added |
| Lord, Abbett & Co. LLC | 108,318 | $5.37M | 0.02% | +108,318 | New |
| CI Private Wealth, LLC | 104,646 | $5.19M | 0.01% | −5,419−4.9% | Reduced |