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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 25,496 | $1.26M | 0.01% | −43,874−63.2% | Reduced |
| Simplex Trading, LLC | 25,447 | $1.26M | 0.03% | −96,871−79.2% | Reduced |
| GeoWealth Management, LLC | 25,132 | $1.25M | 0.04% | −742−2.9% | Reduced |
| Farther Finance Advisors, LLC | 24,910 | $1.23M | 0.01% | −2,574−9.4% | Reduced |
| Connable Office Inc | 24,733 | $1.23M | 0.11% | −410−1.6% | Reduced |
| Antipodes Partners Ltd | 24,604 | $1.22M | 0.02% | −562,450−95.8% | Reduced |
| Jain Global LLC | 24,585 | $1.22M | 0.01% | +24,585 | New |
| Gryphon Financial Partners LLC | 24,481 | $1.21M | 0.11% | +3,035+14.2% | Added |
| Checchi Capital Advisers, LLC | 23,905 | $1.18M | 0.08% | −666−2.7% | Reduced |
| Catalytic Wealth RIA, LLC | 23,818 | $1.18M | 0.07% | −128−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 23,592 | $1.17M | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 23,519 | $1.17M | 0.16% | +431+1.9% | Added |
| Versant Capital Management, Inc | 23,532 | $1.17M | 0.10% | +1,400+6.3% | Added |
| Pinnacle Associates Ltd | 23,342 | $1.16M | 0.01% | −1,136−4.6% | Reduced |
| Storgate, LLC | 23,334 | $1.16M | 0.24% | +15,080+182.7% | Added |
| Brown Brothers Harriman & Co | 22,842 | $1.13M | 0.00% | −17,262−43.0% | Reduced |
| Concurrent Investment Advisors, LLC | 22,806 | $1.13M | 0.01% | +5,819+34.3% | Added |
| Atlas Capital Advisors LLC | 22,796 | $1.13M | 0.12% | +2,094+10.1% | Added |
| Solstein Capital, LLC | 22,647 | $1.12M | 0.38% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 22,669 | $1.12M | 0.07% | −126−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 22,424 | $1.11M | 0.01% | −1,434−6.0% | Reduced |
| U S Global Investors Inc | 22,300 | $1.11M | 0.11% | −5,500−19.8% | Reduced |
| United Capital Financial Advisers, LLC | 22,252 | $1.10M | 0.01% | +276+1.3% | Added |
| Parallel Advisors, LLC | 22,046 | $1.09M | 0.02% | +5,768+35.4% | Added |
| HSBC Holdings PLC | 22,025 | $1.09M | 0.00% | −40,864−65.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,721 | $1.08M | 0.00% | −279−1.3% | Reduced |
| Syon Capital LLC | 21,313 | $1.06M | 0.05% | +66+0.3% | Added |
| Rehmann Capital Advisory Group | 21,270 | $1.05M | 0.05% | +1,368+6.9% | Added |
| Massachusetts Wealth Management | 21,080 | $1.04M | 0.40% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 21,071 | $1.04M | 0.01% | +4,210+25.0% | Added |
| Venturi Wealth Management, LLC | 20,559 | $1.02M | 0.04% | +1,057+5.4% | Added |
| PDS Planning, Inc | 20,470 | $1.01M | 0.06% | +1,526+8.1% | Added |
| Centennial Bank | 19,871 | $984.8K | 0.32% | −56−0.3% | Reduced |
| Themes Management Co LLC | 19,708 | $976.7K | 0.65% | −5,952−23.2% | Reduced |
| Personal Cfo Solutions, LLC | 19,488 | $965.8K | 0.14% | +266+1.4% | Added |
| HB Wealth Management, LLC | 19,096 | $946.4K | 0.01% | +2,466+14.8% | Added |
| Pavaki Capital Management LLC | 19,000 | $941.5K | 0.54% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,989 | $941.1K | 0.01% | −1,962−9.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,787 | $931.1K | 0.05% | +1,572+9.1% | Added |
| Abacus Wealth Partners, LLC | 18,122 | $898.1K | 0.09% | −19,247−51.5% | Reduced |
| Net Worth Advisory Group | 17,947 | $889.4K | 0.22% | +483+2.8% | Added |
| Warren Averett Asset Management, LLC | 17,093 | $847.1K | 0.00% | +803+4.9% | Added |
| Impact Capital Partners LLC | 17,006 | $842.8K | 0.23% | +23+0.1% | Added |
| NFJ Investment Group, LLC | 20,596 | $826.7K | 0.03% | +20,596 | New |
| Ascent Group, LLC | 16,580 | $821.7K | 0.02% | −657−3.8% | Reduced |
| Citizens Financial Group Inc | 16,524 | $818.9K | 0.01% | +294+1.8% | Added |
| Flputnam Investment Management Co | 16,362 | $810.9K | 0.01% | −3,100−15.9% | Reduced |
| Basecamp Wealth Advisors LLC | 16,333 | $809.5K | 0.15% | −19−0.1% | Reduced |
| American Trust Investment Advisors, LLC | 16,260 | $805.8K | 0.40% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 16,166 | $801.2K | 0.00% | +2,242+16.1% | Added |
| Sagespring Wealth Partners, LLC | 16,144 | $800.1K | 0.01% | +1,104+7.3% | Added |
| New Vernon Capital Holdings II LLC | 16,086 | $797.2K | 0.44% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 30,688 | $777.5K | 1.02% | −9,037−22.7% | Reduced |
| Liberty One Investment Management, LLC | 14,981 | $742.4K | 0.07% | −891−5.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,975 | $742.2K | 0.01% | −18−0.1% | Reduced |
| Klingenstein Fields & Co LP | 14,930 | $739.9K | 0.03% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 14,896 | $739.6K | 0.09% | +14,896 | New |
| Gateway Investment Advisers LLC | 14,763 | $731.7K | 0.01% | +14,763 | New |
| Penserra Capital Management LLC | 14,756 | $730.0K | 0.01% | +14,567+7,707.4% | Added |
| Legacy Financial Advisors, Inc. | 14,196 | $703.6K | 0.09% | −26−0.2% | Reduced |
| Cresset Asset Management, LLC | 14,098 | $698.8K | 0.00% | −5,192−26.9% | Reduced |
| Sage Rhino Capital LLC | 14,030 | $695.3K | 0.11% | −214−1.5% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $693.8K | 0.47% | 00.0% | Unchanged |
| Trust Point Inc. | 13,926 | $690.2K | 0.06% | +288+2.1% | Added |
| Mission Wealth Management, LP | 13,650 | $676.5K | 0.01% | +2,507+22.5% | Added |
| Aprio Wealth Management, LLC | 13,487 | $668.4K | 0.03% | +1,341+11.0% | Added |
| Davenport & Co LLC | 13,334 | $660.9K | 0.00% | −909−6.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,306 | $659.4K | 0.06% | +275+2.1% | Added |
| Smartleaf Asset Management LLC | 13,286 | $657.5K | 0.02% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 12,218 | $644.5K | 0.04% | +185+1.5% | Added |
| Janney Montgomery Scott LLC | 12,865 | $638.0K | 0.00% | −2,191−14.6% | Reduced |
| EverSource Wealth Advisors, LLC | 12,751 | $631.9K | 0.02% | −6,854−35.0% | Reduced |
| Vigil Wealth Management, LLC | 12,700 | $629.4K | 0.45% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 12,649 | $626.9K | 0.01% | +3,528+38.7% | Added |
| Summit Global Investments | 12,636 | $626.0K | 0.03% | −828−6.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 12,543 | $621.6K | 0.12% | −412−3.2% | Reduced |
| Stephens Inc | 12,502 | $619.6K | 0.01% | +1,654+15.2% | Added |
| Diversify Wealth Management, LLC | 11,559 | $607.3K | 0.01% | +2,482+27.3% | Added |
| Diversify Advisory Services, LLC | 11,559 | $607.3K | 0.01% | +11,559 | New |
| Axxion S.A. | 12,134 | $602.5K | 0.04% | +12,134 | New |
| First National Bank of Hutchinson | 12,117 | $600.5K | 0.33% | +227+1.9% | Added |
| We Are One Seven, LLC | 12,074 | $598.4K | 0.01% | +12,074 | New |
| Leuthold Group, LLC | 11,983 | $593.9K | 0.06% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 11,899 | $589.7K | 0.33% | +2,127+21.8% | Added |
| Drive Wealth Management, LLC | 11,849 | $587.2K | 0.10% | +296+2.6% | Added |
| Custom Index Systems, LLC | 11,823 | $585.9K | 0.21% | +105+0.9% | Added |
| Sivia Capital Partners, LLC | 11,817 | $585.7K | 0.07% | −3,051−20.5% | Reduced |
| FDx Advisors, Inc. | 11,797 | $585.0K | 0.18% | −234−1.9% | Reduced |
| MAI Capital Management | 11,778 | $583.8K | 0.00% | +10,104+603.6% | Added |
| Nilsine Partners, LLC | 11,708 | $580.2K | 0.04% | +155+1.3% | Added |
| Seed Wealth Management, Inc. | 11,695 | $579.6K | 0.37% | 00.0% | Unchanged |
| Frec Markets, Inc. | 11,410 | $565.5K | 0.05% | +2,092+22.5% | Added |
| Studio Investment Management LLC | 11,286 | $559.3K | 0.09% | −198−1.7% | Reduced |
| Private Advisor Group, LLC | 11,176 | $553.9K | 0.00% | −15,044−57.4% | Reduced |
| Ellevest, Inc. | 11,105 | $550.4K | 0.06% | +2,641+31.2% | Added |
| Sax Wealth Advisors, LLC | 13,693 | $535.0K | 0.02% | −297−2.1% | Reduced |
| Benjamin Edwards Inc | 10,744 | $532.4K | 0.00% | +10,744 | New |
| Optas, LLC | 10,696 | $530.1K | 0.07% | +499+4.9% | Added |
| Fred Alger Management, LLC | 10,692 | $529.9K | 0.00% | −7,395−40.9% | Reduced |
| NBC Securities, Inc. | 10,656 | $528.1K | 0.04% | −92−0.9% | Reduced |