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 |
|---|---|---|---|---|---|
| Silver Grove Financial Group, Inc. | 1,609 | $79.7K | 0.04% | +1,609 | New |
| Nisa Investment Advisors, LLC | 1,604 | $79.5K | 0.00% | +250+18.5% | Added |
| Bryn Mawr Trust Co | 1,590 | $78.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,489 | $73.8K | 0.00% | +320+27.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,425 | $70.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,284 | $63.6K | 0.02% | +1,284 | New |
| TD Private Client Wealth LLC | 1,227 | $60.8K | 0.00% | +668+119.5% | Added |
| Cornerstone Planning Group LLC | 1,137 | $59.9K | 0.01% | −6−0.5% | Reduced |
| Ares Financial Consulting, LLC | 1,130 | $56.0K | 0.04% | 00.0% | Unchanged |
| SHP Wealth Management | 1,077 | $53.4K | 0.00% | +114+11.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,060 | $52.5K | 0.00% | −60−5.4% | Reduced |
| SJS Investment Consulting Inc. | 1,057 | $52.4K | 0.01% | +606+134.4% | Added |
| Rakuten Securities, Inc. | 1,033 | $51.2K | 0.01% | +1,033 | New |
| Community Bank, N.A. | 1,000 | $49.6K | 0.01% | 00.0% | Unchanged |
| Bayban | 1,000 | $49.6K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 999 | $49.5K | 0.00% | −1,208−54.7% | Reduced |
| Credit Industriel Et Commercial | 987 | $48.8K | 0.01% | −73,100−98.7% | Reduced |
| Fairscale Capital, LLC | 969 | $48.0K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 910 | $45.1K | 0.01% | +4+0.4% | Added |
| Smithfield Trust Co | 900 | $44.0K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 870 | $43.1K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 836 | $41.5K | 0.01% | −1,164−58.2% | Reduced |
| Financial Consulate, Inc | 801 | $39.7K | 0.00% | +547+215.4% | Added |
| Bayforest Capital Ltd | 799 | $39.6K | 0.04% | −1,704−68.1% | Reduced |
| Robinswood Financial LLC | 798 | $39.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 779 | $38.6K | 0.00% | −79−9.2% | Reduced |
| Key Financial Inc | 773 | $38.3K | 0.01% | −215−21.8% | Reduced |
| V-Square Quantitative Management LLC | 730 | $36.2K | 0.00% | +730 | New |
| MidFirst Bank | 715 | $35.4K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 700 | $34.7K | 0.01% | +700 | New |
| Transamerica Financial Advisors, Inc. | 697 | $34.6K | 0.00% | +286+69.6% | Added |
| First National Bank | 647 | $32.1K | 0.01% | +647 | New |
| GW&K Investment Management, LLC | 653 | $32.0K | 0.00% | +3+0.5% | Added |
| Action Point Financial Planning, LLC | 641 | $31.7K | 0.00% | +641 | New |
| Clean Yield Group | 591 | $29.3K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 524 | $26.0K | 0.00% | +151+40.5% | Added |
| CoreCap Advisors, LLC | 520 | $25.8K | 0.00% | +23+4.6% | Added |
| WealthCollab, LLC | 509 | $25.2K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 509 | $25.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 501 | $24.8K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 501 | $24.8K | 0.00% | +501 | New |
| Gables Capital Management Inc. | 500 | $24.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 472 | $23.4K | 0.00% | −11,798−96.2% | Reduced |
| Kilter Group LLC | 420 | $20.8K | 0.01% | +410+4,100.0% | Added |
| Acumen Wealth Advisors, LLC | 413 | $20.5K | 0.00% | −16−3.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 400 | $19.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 392 | $19.4K | 0.00% | +392 | New |
| Bell Investment Advisors, Inc | 390 | $19.3K | 0.00% | +164+72.6% | Added |
| Bullock Wealth Management Group | 383 | $19.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 382 | $18.9K | 0.00% | +22+6.1% | Added |
| Cornerstone Financial Management LLC | 363 | $18.0K | 0.01% | +154+73.7% | Added |
| Bare Financial Services, Inc | 359 | $17.8K | 0.00% | +154+75.1% | Added |
| Dunhill Financial, LLC | 350 | $17.4K | 0.00% | +227+184.6% | Added |
| Raffa Wealth Management, LLC | 348 | $17.2K | 0.00% | +44+14.5% | Added |
| Hanson & Doremus Investment Management | 339 | $17.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 342 | $16.9K | 0.00% | +342 | New |
| Financial Gravity Companies, Inc. | 340 | $16.9K | 0.00% | +340 | New |
| Strategic Wealth Partners, Ltd. | 323 | $16.0K | 0.00% | +254+368.1% | Added |
| Sterling Capital Management LLC | 314 | $15.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 310 | $15.4K | 0.00% | −281−47.5% | Reduced |
| Winch Advisory Services, LLC | 303 | $15.0K | 0.00% | +303 | New |
| JPL Wealth Management, LLC | 279 | $13.8K | 0.00% | +156+126.8% | Added |
| AdvisorNet Financial, Inc | 279 | $13.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $13.4K | 0.00% | −7−2.5% | Reduced |
| Principia Wealth Advisory, LLC | 263 | $13.0K | 0.01% | +34+14.8% | Added |
| ZRC Wealth Management, LLC | 261 | $12.9K | 0.00% | +261 | New |
| Main Street Group, LTD | 242 | $12.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 241 | $11.9K | 0.01% | +2+0.8% | Added |
| Montag A & Associates Inc | 237 | $11.7K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 224 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 224 | $11.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 224 | $11.0K | 0.00% | −64−22.2% | Reduced |
| Financial Management Professionals, Inc. | 214 | $10.6K | 0.00% | −114−34.8% | Reduced |
| LRI Investments, LLC | 212 | $10.5K | 0.00% | +52+32.5% | Added |
| Horizon Financial Services, LLC | 211 | $10.5K | 0.00% | +211 | New |
| Roxbury Financial LLC | 208 | $10.3K | 0.01% | +3+1.5% | Added |
| MPWM Advisory Solutions, LLC | 200 | $9.91K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 199 | $9.86K | 0.00% | +9+4.7% | Added |
| Signature Equity Partners, LLC | 196 | $9.71K | 0.00% | +34+21.0% | Added |
| Frazier Financial Advisors, LLC | 183 | $9.07K | 0.00% | −9−4.7% | Reduced |
| Manchester Capital Management LLC | 183 | $9.07K | 0.00% | −3−1.6% | Reduced |
| Abound Wealth Management | 180 | $8.92K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 180 | $8.92K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 175 | $8.67K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 174 | $8.62K | 0.00% | −29−14.3% | Reduced |
| SOA Wealth Advisors, LLC. | 8,098 | $8.10K | 0.00% | +8,098 | New |
| Manning & Napier Advisors LLC | 162 | $8.02K | 0.00% | +2+1.3% | Added |
| MV Capital Management, Inc. | 157 | $7.78K | 0.00% | +157 | New |
| Whipplewood Advisors, LLC | 151 | $7.48K | 0.01% | −484−76.2% | Reduced |
| Harbor Investment Advisory, LLC | 146 | $7.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 141 | $6.99K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 138 | $6.84K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 137 | $6.79K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 137 | $6.79K | 0.00% | +26+23.4% | Added |
| Private Wealth Asset Management, LLC | 136 | $6.74K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 132 | $6.54K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 132 | $6.54K | 0.00% | +132 | New |
| Essential Partners LLC | 131 | $6.49K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 130 | $6.44K | 0.00% | +130 | New |
| IMA Wealth, Inc. | 126 | $6.25K | 0.00% | +45+55.6% | Added |