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 |
|---|---|---|---|---|---|
| Plato Investment Management Ltd | 99,572 | $4.92M | 0.28% | −9,154−8.4% | Reduced |
| HRT Financial LP | 98,423 | $4.88M | 0.01% | +23,117+30.7% | Added |
| SIH Partners, LLLP | 98,350 | $4.87M | 0.20% | −3,008,761−96.8% | Reduced |
| Osmosis Investment Management UK Ltd | 96,968 | $4.81M | 0.22% | −104,364−51.8% | Reduced |
| Bleakley Financial Group, LLC | 93,266 | $4.62M | 0.06% | +12,816+15.9% | Added |
| Metis Global Partners, LLC | 92,411 | $4.59M | 0.10% | +5,950+6.9% | Added |
| Signaturefd, LLC | 86,732 | $4.30M | 0.06% | +6,837+8.6% | Added |
| Vestmark Advisory Solutions, Inc. | 85,946 | $4.26M | 0.04% | −48,359−36.0% | Reduced |
| Highland Capital Management, LLC | 83,806 | $4.15M | 0.19% | −155−0.2% | Reduced |
| Squarepoint Ops LLC | 80,944 | $4.01M | 0.01% | −113,316−58.3% | Reduced |
| Polymer Capital Management (HK) LTD | 78,801 | $3.91M | 0.40% | +78,801 | New |
| CenterBook Partners LP | 77,849 | $3.86M | 0.19% | −8,666−10.0% | Reduced |
| Price T Rowe Associates Inc | 77,560 | $3.84M | 0.00% | −2,695−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 76,900 | $3.81M | 0.00% | −3,307−4.1% | Reduced |
| Truist Financial Corp | 75,663 | $3.75M | 0.00% | +26,645+54.4% | Added |
| ARGA Investment Management, LP | 75,301 | $3.73M | 0.10% | 00.0% | Unchanged |
| Vident Advisory, LLC | 75,159 | $3.72M | 0.03% | +2,377+3.3% | Added |
| Independent Advisor Alliance | 75,104 | $3.72M | 0.09% | −9,572−11.3% | Reduced |
| BTC Capital Management, Inc. | 74,765 | $3.71M | 0.22% | +2,144+3.0% | Added |
| Glenmede Trust Co NA | 74,740 | $3.70M | 0.02% | −911−1.2% | Reduced |
| Equitable Trust Co | 74,386 | $3.69M | 0.15% | −623−0.8% | Reduced |
| Ieq Capital, LLC | 73,940 | $3.66M | 0.02% | +4,268+6.1% | Added |
| Banque Transatlantique SA | 72,543 | $3.59M | 0.08% | +2,308+3.3% | Added |
| Mitchell Capital Management Co | 69,781 | $3.46M | 0.53% | +2,404+3.6% | Added |
| Alaethes Wealth LLC | 69,731 | $3.46M | 1.01% | −112−0.2% | Reduced |
| RSM US Wealth Management LLC | 69,570 | $3.45M | 0.04% | +505+0.7% | Added |
| PDT Partners, LLC | 67,648 | $3.35M | 0.18% | −237,640−77.8% | 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 |
| Group One Trading, L.P. | 67,158 | $3.33M | 0.10% | −7,934−10.6% | Reduced |
| SBI Securities Co., Ltd. | 66,955 | $3.32M | 0.08% | +60,556+946.3% | Added |
| Cloverfields Capital Group, LP | 65,735 | $3.26M | 0.99% | −6,392−8.9% | Reduced |
| Permanent Capital Management, LP | 64,477 | $3.20M | 0.43% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 62,585 | $3.10M | 1.11% | −609−1.0% | Reduced |
| Stamos Capital Partners, L.P. | 62,364 | $3.09M | 0.47% | −8,012−11.4% | Reduced |
| Integrated Wealth Concepts LLC | 62,012 | $3.07M | 0.02% | −7,270−10.5% | Reduced |
| Pictet & Cie (Europe) SA | 61,209 | $3.04M | 0.06% | −37,525−38.0% | Reduced |
| Landesbank Baden-Wuerttemberg | 61,435 | $3.04M | 1.13% | −18,465−23.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 60,959 | $3.02M | 0.44% | −10.0% | Reduced |
| IMC-Chicago, LLC | 60,720 | $3.01M | 0.03% | −6,889−10.2% | Reduced |
| Orca Wealth Management, LLC | 59,821 | $2.96M | 1.78% | +210.0% | Added |
| Colony Group, LLC | 58,315 | $2.89M | 0.00% | +3,266+5.9% | Added |
| Factory Mutual Insurance Co | 57,893 | $2.87M | 0.03% | +21,348+58.4% | Added |
| Cigna Investments Inc | 57,440 | $2.85M | 0.37% | +1,153+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 54,506 | $2.84M | 0.00% | +7,419+15.8% | Added |
| Park Avenue Securities LLC | 54,346 | $2.69M | 0.02% | +7,648+16.4% | Added |
| Cim, LLC | 52,031 | $2.58M | 0.33% | +1,936+3.9% | Added |
| Legacy Wealth Asset Management, LLC | 51,940 | $2.57M | 0.56% | −628−1.2% | Reduced |
| Marex Group plc | 51,382 | $2.55M | 0.02% | −1,703−3.2% | Reduced |
| Bellecapital International Ltd. | 51,154 | $2.53M | 0.41% | −4,996−8.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 51,081 | $2.53M | 0.93% | −119−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 50,412 | $2.50M | 0.01% | −6,419−11.3% | Reduced |
| GWM Advisors LLC | 50,288 | $2.49M | 0.01% | +2,611+5.5% | Added |
| Atomi Financial Group, Inc. | 50,020 | $2.48M | 0.06% | +8,925+21.7% | Added |
| Sanctuary Advisors, LLC | 49,691 | $2.46M | 0.01% | +7,420+17.6% | Added |
| Hantz Financial Services, Inc. | 48,575 | $2.41M | 0.03% | −2,433−4.8% | Reduced |
| Atria Investments LLC | 47,613 | $2.36M | 0.02% | +12,930+37.3% | Added |
| Keybank National Association | 46,204 | $2.29M | 0.01% | +19,086+70.4% | Added |
| Allspring Global Investments Holdings, LLC | 45,243 | $2.24M | 0.00% | +50.0% | Added |
| Savant Capital, LLC | 47,292 | $2.24M | 0.01% | +30,695+184.9% | Added |
| Commonwealth Equity Services, LLC | 42,347 | $2.10M | 0.00% | −187−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 42,046 | $2.08M | 0.00% | +6,348+17.8% | Added |
| SRS Capital Advisors, Inc. | 41,789 | $2.07M | 0.01% | +36,579+702.1% | Added |
| CAPROCK Group, Inc. | 41,370 | $2.05M | 0.04% | +7,062+20.6% | Added |
| Evelyn Partners Group Ltd | 40,992 | $2.03M | 0.04% | +40,992 | New |
| Cullinan Associates Inc | 40,407 | $2.00M | 0.15% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 40,224 | $1.99M | 0.02% | +928+2.4% | Added |
| Rhumbline Advisers | 39,664 | $1.97M | 0.00% | +67+0.2% | Added |
| Kathmere Capital Management, LLC | 39,599 | $1.96M | 0.10% | +2,794+7.6% | Added |
| Parallax Volatility Advisers, L.P. | 38,767 | $1.92M | 0.07% | +16,660+75.4% | Added |
| Vise Technologies, Inc. | 37,564 | $1.86M | 0.02% | −11,347−23.2% | Reduced |
| National Bank of Canada | 35,334 | $1.82M | 0.00% | +1,583+4.7% | Added |
| Baker Ellis Asset Management LLC | 36,350 | $1.80M | 0.19% | −900−2.4% | Reduced |
| Advisors Asset Management, Inc. | 35,985 | $1.78M | 0.03% | −9,333−20.6% | Reduced |
| Summit Trail Advisors, LLC | 35,720 | $1.77M | 0.02% | +2,695+8.2% | Added |
| Kovitz Investment Group Partners, LLC | 35,588 | $1.76M | 0.04% | −1,226−3.3% | Reduced |
| Barometer Capital Management Inc. | 35,100 | $1.74M | 0.48% | +2,300+7.0% | Added |
| Snowden Capital Advisors LLC | 34,627 | $1.72M | 0.04% | +628+1.8% | Added |
| Gabelli Funds LLC | 34,200 | $1.69M | 0.01% | +450+1.3% | Added |
| Advisors Capital Management, LLC | 34,052 | $1.69M | 0.02% | −35,904−51.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,990 | $1.68M | 0.02% | −1,240−3.5% | Reduced |
| Oppenheimer Asset Management Inc. | 31,817 | $1.58M | 0.02% | +18,524+139.4% | Added |
| Legacy Capital Group California, Inc. | 31,602 | $1.57M | 0.47% | −200−0.6% | Reduced |
| Bailard, Inc. | 31,504 | $1.56M | 0.03% | +1,223+4.0% | Added |
| Greenleaf Trust | 31,467 | $1.56M | 0.02% | +421+1.4% | Added |
| Cullen/Frost Bankers, Inc. | 30,990 | $1.54M | 0.02% | −479−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 30,898 | $1.53M | 0.01% | +5,306+20.7% | Added |
| Coldstream Capital Management Inc | 30,650 | $1.52M | 0.02% | +2,158+7.6% | Added |
| Chicago Trust Co NA | 30,541 | $1.51M | 0.22% | +8,204+36.7% | Added |
| Clearstead Advisors, LLC | 30,424 | $1.51M | 0.01% | −14,825−32.8% | Reduced |
| FCG Investment Co | 29,563 | $1.47M | 0.51% | +29,563 | New |
| Steward Partners Investment Advisory, LLC | 28,825 | $1.43M | 0.01% | +17,913+164.2% | Added |
| Future Fund LLC | 27,784 | $1.38M | 0.39% | +354+1.3% | Added |
| Intesa Sanpaolo Wealth Management | 27,095 | $1.34M | 0.27% | +4,559+20.2% | Added |
| Morningstar Investment Management LLC | 34,188 | $1.33M | 0.08% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 26,778 | $1.33M | 0.06% | +17,438+186.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 26,684 | $1.32M | 0.06% | −2,182−7.6% | Reduced |
| Global Retirement Partners, LLC | 26,424 | $1.31M | 0.02% | +26,424 | New |
| Indivisible Partners | 25,999 | $1.29M | 0.07% | +15,591+149.8% | Added |
| Henshaw Capital LLC | 25,815 | $1.28M | 0.04% | 00.0% | Unchanged |