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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 5,722 | $283.6K | 0.02% | +395+7.4% | Added |
| Focus Financial Network, Inc. | 5,720 | $283.5K | 0.01% | +5,720 | New |
| Harbour Investments, Inc. | 5,704 | $282.7K | 0.00% | +118+2.1% | Added |
| OneAscent Family Office, LLC | 5,691 | $282.0K | 0.14% | +5,691 | New |
| Arkadios Wealth Advisors | 5,688 | $281.9K | 0.00% | −4,988−46.7% | Reduced |
| Welch & Forbes LLC | 5,660 | $280.5K | 0.00% | +5,660 | New |
| Integrity Financial Corp | 5,655 | $280.3K | 0.13% | 00.0% | Unchanged |
| Aire Advisors, LLC | 5,647 | $279.9K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 5,642 | $279.6K | 0.01% | +48+0.9% | Added |
| Oppenheimer & Co Inc | 5,588 | $276.9K | 0.00% | +5,588 | New |
| Prime Capital Investment Advisors, LLC | 5,584 | $276.7K | 0.00% | −463−7.7% | Reduced |
| PCM Encore, LLC | 5,508 | $273.0K | 0.05% | +226+4.3% | Added |
| Brucke Financial, Inc. | 5,503 | $272.7K | 0.12% | −74−1.3% | Reduced |
| Cozad Asset Management Inc | 5,463 | $270.7K | 0.02% | +75+1.4% | Added |
| Pensionmark Financial Group, LLC | 6,750 | $270.6K | 0.00% | −1,386−17.0% | Reduced |
| Apollon Wealth Management, LLC | 5,411 | $268.2K | 0.00% | +5,411 | New |
| Permanens Capital L.P. | 5,399 | $267.6K | 0.03% | +5,399 | New |
| denkapparat Operations GmbH | 5,388 | $267.0K | 0.09% | +5,388 | New |
| Glen Eagle Advisors, LLC | 5,353 | $265.3K | 0.03% | +71+1.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $261.7K | 0.01% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 5,258 | $260.6K | 0.05% | +5,258 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,225 | $258.6K | 0.07% | −475−8.3% | Reduced |
| Ausdal Financial Partners, Inc. | 5,211 | $258.3K | 0.01% | +5,211 | New |
| Wealth Alliance | 5,181 | $256.8K | 0.02% | +5,181 | New |
| Financial Engines Advisors L.L.C. | 5,132 | $254.3K | 0.00% | +5,132 | New |
| Advisory Services Network, LLC | 5,121 | $253.8K | 0.00% | −243−4.5% | Reduced |
| BNP Paribas Arbitrage, SA | 5,082 | $251.9K | 0.00% | −257,101−98.1% | Reduced |
| Capula Management Ltd | 5,032 | $249.4K | 0.00% | +5,032 | New |
| Syverson Strege & Co | 5,021 | $248.8K | 0.05% | −328−6.1% | Reduced |
| Tranquilli Financial Advisor LLC | 5,008 | $248.2K | 0.13% | +5,008 | New |
| Inspire Advisors, LLC | 5,003 | $248.1K | 0.02% | +5,003 | New |
| Madson Wealth Advisors Inc | 5,000 | $247.8K | 0.17% | +5,000 | New |
| Sym Financial Corp | 4,982 | $246.9K | 0.02% | +4,982 | New |
| OneAscent Financial Services LLC | 4,979 | $246.8K | 0.01% | −859−14.7% | Reduced |
| Sowell Financial Services LLC | 4,965 | $246.1K | 0.01% | +4,965 | New |
| Financial Perspectives, Inc | 4,894 | $242.5K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,879 | $241.8K | 0.00% | +4,879 | New |
| Seeds Investor LLC | 4,875 | $241.6K | 0.02% | +4,875 | New |
| Cheviot Value Management, LLC | 4,869 | $241.3K | 0.02% | −250−4.9% | Reduced |
| TCG Advisory Services, LLC | 4,863 | $241.0K | 0.00% | +4,863 | New |
| Choate Investment Advisors | 4,854 | $240.6K | 0.00% | +4,854 | New |
| Dynamic Advisor Solutions LLC | 4,830 | $239.4K | 0.01% | +4,830 | New |
| Macquarie Group Ltd | 4,823 | $239.0K | 0.00% | +4,823 | New |
| Granville Capital, Inc. | 4,803 | $238.0K | 0.11% | +4,803 | New |
| Independence Bank of Kentucky | 4,766 | $236.2K | 0.03% | 00.0% | Unchanged |
| GDS Wealth Management | 4,741 | $235.0K | 0.01% | +4,741 | New |
| S Harris Financial Group, LLC | 4,700 | $233.0K | 0.18% | +4,700 | New |
| RMB Capital Management, LLC | 4,679 | $231.9K | 0.00% | +4,679 | New |
| Convergence Financial, LLC | 4,660 | $231.0K | 0.02% | +4,660 | New |
| Crestwood Advisors Group LLC | 4,651 | $230.5K | 0.00% | +4,651 | New |
| PFG Investments, LLC | 4,637 | $229.8K | 0.01% | +4,637 | New |
| Intrust Bank NA | 4,603 | $228.1K | 0.02% | +4,603 | New |
| Park National Corp | 4,595 | $227.7K | 0.01% | −683−12.9% | Reduced |
| J.W. Cole Advisors, Inc. | 4,588 | $227.4K | 0.00% | +4,588 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 4,569 | $226.4K | 0.00% | −27,413−85.7% | Reduced |
| American Trust | 4,502 | $223.1K | 0.02% | +4,502 | New |
| Massmutual Trust Co FSB | 4,490 | $222.5K | 0.01% | −728−14.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,440 | $220.0K | 0.05% | +4,440 | New |
| Hilltop National Bank | 4,436 | $219.8K | 0.05% | −413−8.5% | Reduced |
| Shelton Capital Management | 4,435 | $219.8K | 0.00% | +4,435 | New |
| Westwood Holdings Group Inc. | 4,412 | $219.1K | 0.00% | +4,412 | New |
| Klingman & Associates, LLC | 4,393 | $217.7K | 0.01% | +4,393 | New |
| JGP Wealth Management, LLC | 4,376 | $216.9K | 0.02% | +4,376 | New |
| Stonebrook Private Inc. | 4,314 | $213.8K | 0.04% | +4,314 | New |
| Moneta Group Investment Advisors LLC | 4,313 | $213.8K | 0.00% | +4,313 | New |
| Verdence Capital Advisors LLC | 4,271 | $211.7K | 0.01% | +4,271 | New |
| Fiduciary Financial Group, LLC | 4,252 | $210.7K | 0.02% | +4,252 | New |
| Stronghold Wealth Management L.L.C. | 4,183 | $207.3K | 0.28% | +4,183 | New |
| Pure Financial Advisors, Inc. | 4,159 | $206.1K | 0.00% | +4,159 | New |
| Wedbush Securities Inc | 4,072 | $202.0K | 0.01% | +4,072 | New |
| Campbell Deegan Wealth Management, LLC | 4,064 | $201.4K | 0.14% | +4,064 | New |
| STG Securities, LLC | 4,056 | $201.0K | 0.22% | +4,056 | New |
| Asset Advisory Group, Inc. | 4,045 | $200.5K | 0.09% | +4,045 | New |
| Rosenberg Matthew Hamilton | 4,001 | $198.3K | 0.04% | +1,334+50.0% | Added |
| Corient IA LLC | 3,960 | $196.3K | 0.18% | −7,930−66.7% | Reduced |
| Rothschild Investment LLC | 3,814 | $189.0K | 0.01% | +64+1.7% | Added |
| Ameritas Advisory Services, LLC | 3,525 | $174.7K | 0.00% | +3,525 | New |
| Umb Bank N A | 3,493 | $173.1K | 0.00% | −4−0.1% | Reduced |
| Allianz SE | 3,390 | $168.4K | 0.00% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,232 | $160.2K | 0.00% | +3,232 | New |
| Golden State Wealth Management, LLC | 3,212 | $159.2K | 0.01% | +68+2.2% | Added |
| IFP Advisors, Inc | 3,040 | $150.7K | 0.00% | −16−0.5% | Reduced |
| Creative Financial Designs Inc | 2,909 | $144.2K | 0.01% | −266−8.4% | Reduced |
| TIAA Wealth Investment Management LLC | 2,616 | $129.6K | 0.00% | +2,616 | New |
| Owl Creek Wealth Partners LLC | 2,612 | $129.5K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,564 | $127.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,547 | $126.2K | 0.08% | −28−1.1% | Reduced |
| Fifth Third Bancorp | 2,529 | $125.3K | 0.00% | +216+9.3% | Added |
| Cary Street Partners Financial LLC | 2,436 | $120.7K | 0.00% | +2,436 | New |
| Cary Street Partner Investment Advisory LLC | 2,354 | $116.7K | 0.02% | +2,354 | New |
| PlanVest Financial, Inc | 2,096 | $103.9K | 0.07% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,095 | $103.8K | 0.01% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 2,000 | $99.1K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,983 | $98.3K | 0.00% | +372+23.1% | Added |
| Salomon & Ludwin, LLC | 1,871 | $93.0K | 0.01% | +574+44.3% | Added |
| Continuum Advisory, LLC | 1,849 | $91.6K | 0.01% | +1,849 | New |
| Lavaca Capital LLC | 1,784 | $88.4K | 0.01% | +1,324+287.8% | Added |
| Berbice Capital Management LLC | 1,700 | $84.3K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,652 | $81.9K | 0.01% | +139+9.2% | Added |
| First Command Advisory Services, Inc. | 1,613 | $79.9K | 0.00% | +1,515+1,545.9% | Added |