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 |
|---|---|---|---|---|---|
| Keebeck Wealth Management, LLC | 10,584 | $524.5K | 0.05% | +1,812+20.7% | Added |
| D.A. Davidson & Co. | 10,568 | $523.8K | 0.00% | −263−2.4% | Reduced |
| M.E. Allison & Co., Inc. | 10,560 | $523.4K | 0.30% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,556 | $522.4K | 0.03% | −237−2.2% | Reduced |
| Oakmont Investment Advisors, Inc. | 10,370 | $513.9K | 0.36% | +10,370 | New |
| D'Orazio & Associates, Inc. | 10,117 | $501.4K | 0.06% | −667−6.2% | Reduced |
| Aaron Wealth Advisors | 10,060 | $498.6K | 0.03% | +1,122+12.6% | Added |
| Roundview Capital LLC | 10,022 | $496.7K | 0.03% | −40−0.4% | Reduced |
| Lido Advisors, LLC | 10,021 | $496.7K | 0.00% | +294+3.0% | Added |
| Kingsview Wealth Management, LLC | 10,019 | $496.5K | 0.01% | +1,086+12.2% | Added |
| Viking Fund Management LLC | 10,000 | $495.6K | 0.04% | −7,000−41.2% | Reduced |
| Hirtle Callaghan & Co LLC | 9,986 | $494.9K | 0.02% | +9,986 | New |
| West Family Investments, Inc. | 9,606 | $476.1K | 0.14% | +4,048+72.8% | Added |
| EP Wealth Advisors, LLC | 9,578 | $474.7K | 0.00% | +3,076+47.3% | Added |
| Ossiam | 9,549 | $474.2K | 0.01% | −2,511−20.8% | Reduced |
| Anchyra Partners LLC | 9,564 | $474.0K | 0.11% | +474+5.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,488 | $470.2K | 0.01% | −134,096−93.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 9,476 | $469.6K | 0.06% | +9,476 | New |
| Commerce Bank | 9,312 | $461.5K | 0.00% | −370−3.8% | Reduced |
| Yousif Capital Management, LLC | 9,189 | $455.4K | 0.01% | −36,476−79.9% | Reduced |
| PUREfi Wealth, LLC | 9,178 | $454.9K | 0.25% | +814+9.7% | Added |
| XTX Topco Ltd | 9,172 | $454.6K | 0.01% | −36,343−79.8% | Reduced |
| Principal Securities, Inc. | 9,159 | $453.9K | 0.01% | +1,886+25.9% | Added |
| Fiduciary Trust Co | 9,013 | $446.7K | 0.00% | −24−0.3% | Reduced |
| Credit Capital Investments LLC | 9,000 | $446.0K | 0.26% | −1,000−10.0% | Reduced |
| Mather Group, LLC. | 8,967 | $444.4K | 0.00% | −208−2.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 8,953 | $443.7K | 0.01% | +787+9.6% | Added |
| British Columbia Investment Management Corp | 8,940 | $443.1K | 0.00% | −1,669−15.7% | Reduced |
| Focused Alpha, LLC | 8,892 | $440.7K | 0.11% | +119+1.4% | Added |
| Greenspring Advisors, LLC | 8,881 | $440.1K | 0.02% | +1,565+21.4% | Added |
| Wedmont Private Capital | 8,450 | $440.1K | 0.01% | −983−10.4% | Reduced |
| LVW Advisors, LLC | 8,815 | $436.9K | 0.04% | +8,815 | New |
| Compton Wealth Advisory Group, LLC | 8,780 | $436.5K | 0.09% | 00.0% | Unchanged |
| Five Oceans Advisors | 8,767 | $434.5K | 0.14% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,764 | $434.3K | 0.00% | −358−3.9% | Reduced |
| Blair William & Co | 8,667 | $429.6K | 0.00% | +70+0.8% | Added |
| Kestra Advisory Services, LLC | 8,612 | $426.8K | 0.00% | +729+9.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,511 | $421.8K | 0.00% | +746+9.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,461 | $420.2K | 0.00% | +1,464+20.9% | Added |
| Werba Rubin Papier Wealth Management | 8,314 | $412.0K | 0.05% | −128−1.5% | Reduced |
| NewEdge Wealth, LLC | 8,234 | $408.1K | 0.00% | +1,211+17.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,159 | $404.4K | 0.01% | −1,544−15.9% | Reduced |
| Allworth Financial LP | 8,157 | $404.3K | 0.00% | −928−10.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 8,140 | $403.5K | 0.00% | −1,986−19.6% | Reduced |
| Perigon Wealth Management, LLC | 8,068 | $399.9K | 0.01% | −182−2.2% | Reduced |
| Investors Research Corp | 8,036 | $398.3K | 0.07% | 00.0% | Unchanged |
| New Republic Capital, LLC | 7,972 | $395.1K | 0.09% | +821+11.5% | Added |
| Traphagen Investment Advisors LLC | 7,958 | $394.4K | 0.03% | −1,787−18.3% | Reduced |
| Wealthspire Advisors, LLC | 7,919 | $392.5K | 0.00% | +1,443+22.3% | Added |
| Collaborative Fund Advisors, LLC | 7,895 | $391.3K | 0.23% | +1,454+22.6% | Added |
| Mattson Financial Services, LLC | 7,298 | $390.4K | 0.08% | −106−1.4% | Reduced |
| Principal Street Partners, LLC | 7,694 | $381.3K | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 7,607 | $377.0K | 0.01% | +554+7.9% | Added |
| Traveka Wealth, LLC | 7,500 | $371.7K | 0.12% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 7,327 | $363.9K | 0.02% | +7,327 | New |
| Westover Capital Advisors, LLC | 7,300 | $361.8K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7,242 | $358.9K | 0.16% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 7,223 | $358.0K | 0.02% | −3,893−35.0% | Reduced |
| Private Trust Co NA | 7,185 | $356.3K | 0.03% | +6,550+1,031.5% | Added |
| Natural Investments, LLC | 7,171 | $355.0K | 0.08% | +7,171 | New |
| 55 North Private Wealth, LLC | 7,162 | $354.9K | 0.07% | +7,162 | New |
| Dynamic Technology Lab Private Ltd | 7,054 | $350.0K | 0.08% | +7,054 | New |
| Zhang Financial LLC | 7,061 | $349.9K | 0.01% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 7,000 | $347.6K | 0.02% | −4,272−37.9% | Reduced |
| Seven Mile Advisory | 6,980 | $345.9K | 0.23% | +243+3.6% | Added |
| Marks Group Wealth Management, Inc | 6,941 | $344.0K | 0.03% | +6,941 | New |
| Athena Wealth Management, LLC | 6,908 | $342.4K | 0.25% | +644+10.3% | Added |
| Brown Financial Advisors | 6,844 | $339.2K | 0.12% | −137−2.0% | Reduced |
| Columbia Asset Management | 6,798 | $336.9K | 0.06% | −200−2.9% | Reduced |
| AE Wealth Management LLC | 6,666 | $330.4K | 0.00% | +6,666 | New |
| Havemeyer Place LP | 6,637 | $328.9K | 0.03% | −32,579−83.1% | Reduced |
| Angeles Wealth Management, LLC | 6,622 | $328.2K | 0.02% | +381+6.1% | Added |
| Keel Point, LLC | 6,613 | $327.7K | 0.02% | +6,613 | New |
| Riversedge Advisors, LLC | 6,531 | $323.7K | 0.04% | +6,531 | New |
| Titleist Asset Management, LLC | 6,501 | $322.2K | 0.02% | +6,501 | New |
| Centurion Wealth Management LLC | 6,500 | $322.1K | 0.08% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 6,476 | $321.0K | 0.00% | +6,476 | New |
| Foster Group, Inc. | 6,458 | $320.1K | 0.01% | +6,458 | New |
| Evolve Private Wealth, LLC | 6,415 | $317.9K | 0.02% | −1,246−16.3% | Reduced |
| Hilltop Holdings Inc. | 6,363 | $315.5K | 0.03% | +30.0% | Added |
| Buckingham Strategic Partners | 6,199 | $307.2K | 0.00% | +6,199 | New |
| Simplicity Wealth,LLC | 6,164 | $305.5K | 0.01% | +6,164 | New |
| First City Capital Management, Inc. | 6,158 | $305.2K | 0.15% | −306−4.7% | Reduced |
| Sunpointe, LLC | 6,144 | $304.5K | 0.09% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 6,104 | $302.5K | 0.18% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 6,059 | $300.3K | 0.01% | +6,059 | New |
| Jackson Thornton Asset Management, LLC | 6,054 | $300.0K | 0.02% | +770+14.6% | Added |
| Portside Wealth Group, LLC | 6,054 | $300.0K | 0.04% | +6,054 | New |
| SCS Capital Management LLC | 6,045 | $299.6K | 0.00% | +214+3.7% | Added |
| Greykasell Wealth Strategies, Inc. | 6,044 | $299.5K | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,021 | $298.4K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,981 | $296.4K | 0.06% | 00.0% | Unchanged |
| EJMK Ventures LLC | 5,979 | $296.3K | 0.13% | −2,476−29.3% | Reduced |
| Soltis Investment Advisors LLC | 5,976 | $296.2K | 0.02% | −238−3.8% | Reduced |
| Simmons Bank | 5,949 | $294.8K | 0.02% | −450−7.0% | Reduced |
| King Luther Capital Management Corp | 5,923 | $293.5K | 0.00% | +5,923 | New |
| PEAK6 LLC | 5,904 | $292.6K | 0.01% | −141,320−96.0% | Reduced |
| Venture Visionary Partners LLC | 5,827 | $288.8K | 0.01% | +5,827 | New |
| Aspen Grove Capital, LLC | 5,798 | $287.4K | 0.04% | +5,798 | New |
| Pictet Bank & Trust Ltd | 5,758 | $286.0K | 0.31% | 00.0% | Unchanged |