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Livermore
ZHEN

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.

Institutional holdersQ2 2026: 766 institutions
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 766 institutions
Value heldQ2 2026: $62.9B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026766$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$18.5B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2026.

Institutions holding UBS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Provenance Wealth Advisors, LLC120$5.95K0.00%00.0%Unchanged
Tounjian Advisory Partners, LLC116$5.75K0.00%+116New
Grove Bank & Trust113$5.60K0.00%+5+4.6%Added
Thurston, Springer, Miller, Herd & Titak, Inc.108$5.35K0.00%00.0%Unchanged
Sittner & Nelson, LLC97$4.81K0.00%+97New
Kozak & Associates, Inc.96$4.77K0.00%00.0%Unchanged
NBH Bank100$4.71K0.00%+100New
Godfrey Financial Associates, Inc.92$4.56K0.00%−26−22.0%Reduced
N.E.W. Advisory Services LLC87$4.31K0.00%+87New
West Paces Advisors Inc.85$4.21K0.00%+85New
First Pacific Financial83$4.11K0.00%−29−25.9%Reduced
IFG Advisory, LLC83$4.10K0.00%+83New
Gleason Group, Inc.80$3.96K0.00%+80New
Kayne Anderson Rudnick Investment Management LLC75$3.72K0.00%+10+15.4%Added
Fortitude Family Office, LLC74$3.67K0.00%00.0%Unchanged
Bogart Wealth, LLC71$3.52K0.00%+16+29.1%Added
Stone House Investment Management, LLC71$3.52K0.00%+39+121.9%Added
Aventura Private Wealth, LLC69$3.42K0.00%+69New
GHP Investment Advisors, Inc.67$3.32K0.00%00.0%Unchanged
Avion Wealth65$3.00K0.00%00.0%Unchanged
Burk Holdings LLC59$2.92K0.00%00.0%Unchanged
Basepoint Wealth LLC56$2.80K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)56$2.77K0.00%−22,179−99.7%Reduced
Asset Dedication, LLC55$2.73K0.00%+24+77.4%Added
Federated Hermes, Inc.54$2.68K0.00%00.0%Unchanged
Highland Investment Advisors LLC53$2.63K0.00%+53New
SWAN Capital LLC48$2.38K0.00%00.0%Unchanged
Allied Private Wealth LLC46$2.36K0.00%+46New
Sankala Group LLC44$2.33K0.00%00.0%Unchanged
St Germain D J Co Inc46$2.28K0.00%00.0%Unchanged
Central Trust Co45$2.23K0.00%+25+125.0%Added
Dogwood Wealth Management LLC41$2.03K0.00%00.0%Unchanged
Coston, McIsaac & Partners52$2.00K0.00%00.0%Unchanged
Advocate Investing Services LLC40$1.98K0.00%00.0%Unchanged
Synergy Investment Management, LLC38$1.97K0.00%+38New
Downshift Financial, LLC39$1.93K0.00%+39New
Armstrong Advisory Group, Inc38$1.88K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC38$1.88K0.00%+3+8.6%Added
Monetary Solutions, Ltd38$1.88K0.00%+30+375.0%Added
Brown, Lisle/Cummings, Inc.35$1.74K0.00%00.0%Unchanged
Crewe Advisors LLC35$1.74K0.00%+35New
Southern Michigan Bank & Trust39$1.71K0.00%00.0%Unchanged
Marshall Investment Management, LLC33$1.64K0.00%+33New
Quent Capital, LLC31$1.54K0.00%+31New
Cassaday & Co Wealth Management LLC30$1.49K0.00%−87−74.4%Reduced
Trifecta Capital Advisors, LLC30$1.49K0.00%−66−68.8%Reduced
TD Capital Management LLC29$1.44K0.00%00.0%Unchanged
Caitlin John, LLC27$1.34K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC26$1.29K0.00%+26New
Noble Wealth Management PBC21$1.04K0.00%+21New
Pin Oak Investment Advisors Inc22$1.00K0.00%+22New
Forum Finance Group S.A.14$1.00K0.00%+14New
Halbert Hargrove Global Advisors, LLC19$9260.00%+19New
Buck Wealth Strategies, LLC16$7930.00%+16New
Ameriflex Group, Inc.14$6940.00%+14New
Beacon Investment Advisory Services, Inc.13$6450.00%00.0%Unchanged
Nemes Rush Group LLC11$5450.00%00.0%Unchanged
Aberdeen Wealth Management LLC10$4960.00%+10New
Nvest Wealth Strategies, Inc.9$4470.00%00.0%Unchanged
Decker Retirement Planning Inc.8$3950.00%+8New
Truvestments Capital LLC6$2970.00%−342−98.3%Reduced
Mosley Wealth Management6$2970.00%+6New
Midwest Capital Advisors, LLC4$1980.00%00.0%Unchanged
Kingdom Financial Group LLC.1$340.00%00.0%Unchanged
Covestor Ltd8$00.00%00.0%Unchanged
Coppell Advisory Solutions LLC509––+509New
Renaissance Technologies LLC0$00.00%−686,991−100.0%Sold out
Gemsstock Limited0$00.00%−630,741−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−581,139−100.0%Sold out
PBU - The Pension Fund of Early Childhood & Youth Educators0$00.00%−490,514−100.0%Sold out
Chilton Investment Co LLC0$00.00%−285,184−100.0%Sold out
Victory Capital Management Inc0$00.00%−294,057−100.0%Sold out
Walleye Capital LLC0$00.00%−199,385−100.0%Sold out
Alberta Investment Management Corp0$00.00%−142,510−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−123,796−100.0%Sold out
Karl Kapital LLC0$00.00%−88,866−100.0%Sold out
Walleye Trading LLC0$00.00%−81,498−100.0%Sold out
Old Mission Capital LLC0$00.00%−74,367−100.0%Sold out
Trivant Custom Portfolio Group, LLC0$00.00%−64,462−100.0%Sold out
South Shore Capital Advisors0$00.00%−56,737−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−37,276−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−27,520−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−25,629−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−19,431−100.0%Sold out
Verition Fund Management LLC0$00.00%−18,328−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−18,289−100.0%Sold out
Climber Capital SA0$00.00%−17,618−100.0%Sold out
XY Capital Ltd0$00.00%−16,150−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−13,506−100.0%Sold out
Northside Capital Management, LLC0$00.00%−12,823−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−12,617−100.0%Sold out
Centiva Capital, LP0$00.00%−12,589−100.0%Sold out
Sciencast Management LP0$00.00%−12,531−100.0%Sold out
Root Financial Partners, LLC0$00.00%−11,583−100.0%Sold out
SG Americas Securities, LLC0$00.00%−9,200−100.0%Sold out
Brown Advisory Inc0$00.00%−8,294−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−8,208−100.0%Sold out
Evoke Wealth, LLC0$00.00%−7,806−100.0%Sold out
BTG Pactual Asset Management US LLC0$00.00%−6,972−100.0%Sold out
111 Capital0$00.00%−6,018−100.0%Sold out