UBS Group AG — Institutional Ownership
Which tracked institutions hold UBS, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
40
Funds holding
$11445628018
Total value held
Buying
28 added/new · 11 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Ubs Group Ag | $5766589902 | 116354717 | +116354717 | NEW BUY |
| 2 | Jpmorgan Chase & Co | $1523804123 | 30790139 | -308508 | -0.99% |
| 3 | Goldman Sachs Group Inc | $1281740615 | 25862401 | +3496615 | +15.63% |
| 4 | Bank Of America Corp /De/ | $511717556 | 10325213 | +670229 | +6.94% |
| 5 | Citigroup Inc | $395765937 | 7969161 | -46685 | -0.58% |
| 6 | Morgan Stanley | $381353685 | 7694802 | -68447 | -0.88% |
| 7 | Franklin Resources Inc | $288644200 | 5826152 | +724551 | +14.20% |
| 8 | Royal Bank Of Canada | $286347000 | 5777794 | +1842213 | +46.81% |
| 9 | Northern Trust Corp | $217532716 | 4389280 | +32374 | +0.74% |
| 10 | Blackrock, Inc. | $200304996 | 4041667 | +195231 | +5.08% |
| 11 | Janus Henderson Group Plc | $198545161 | 5193433 | +5193433 | NEW BUY |
| 12 | Invesco Ltd. | $112490951 | 2269793 | +2269793 | NEW BUY |
| 13 | Bank Of Montreal /Can/ | $101298815 | 2044026 | -417003 | -16.94% |
| 14 | Wells Fargo & Company/Mn | $40165938 | 810450 | +156746 | +23.98% |
| 15 | Raymond James Financial Inc | $38461498 | 776059 | +90042 | +13.13% |
| 16 | Stifel Financial Corp | $28778495 | 580682 | +580682 | NEW BUY |
| 17 | Nomura Holdings Inc | $9912000 | 200000 | -250000 | -55.56% |
| 18 | M&T Bank Corp | $9058158 | 182764 | -8886 | -4.64% |
| 19 | Sei Investments Co | $8523030 | 171980 | -4286 | -2.43% |
| 20 | Natwest Group Plc | $7554431 | 152430 | +152430 | NEW BUY |
| 21 | Pnc Financial Services Group, Inc. | $6814199 | 137557 | +10500 | +8.26% |
| 22 | Us Bancorp \De\ | $6468175 | 130512 | +19679 | +17.76% |
| 23 | Banco Santander, S.A. | $6366725 | 128465 | +128465 | NEW BUY |
| 24 | Jefferies Financial Group Inc. | $6097164 | 123024 | +123024 | NEW BUY |
| 25 | Truist Financial Corp | $3749848 | 75663 | +26645 | +54.36% |
| 26 | Marex Group Ltd | $2546492 | 51382 | -1703 | -3.21% |
| 27 | Cullen/Frost Bankers, Inc. | $1535879 | 30990 | +30990 | NEW BUY |
| 28 | U S Global Investors Inc | $1105188 | 22300 | +22300 | NEW BUY |
| 29 | Citizens Financial Group Inc/Ri | $818929 | 16524 | +294 | +1.81% |
| 30 | Pinnacle Financial Partners, Inc. | $403461 | 8140 | -1986 | -19.61% |
| 31 | Hilltop Holdings Inc. | $315452 | 6363 | +3 | +0.05% |
| 32 | Park National Corp /Oh/ | $227728 | 4595 | -683 | -12.94% |
| 33 | Westwood Holdings Group Inc | $219095 | 4412 | +4412 | NEW BUY |
| 34 | Atlantic Union Bankshares Corp | $127072 | 2564 | — | Held |
| 35 | Fifth Third Bancorp | $125337 | 2529 | +216 | +9.34% |
| 36 | Prosperity Bancshares Inc | $43117 | 870 | +870 | NEW BUY |
| 37 | First Bancorp, Inc /Me/ | $32080 | 647 | +647 | NEW BUY |
| 38 | Zions Bancorporation, National Association /Ut/ | $24830 | 501 | +501 | NEW BUY |
| 39 | Barclays Plc | $15364 | 310 | -281 | -47.55% |
| 40 | Federated Hermes, Inc. | $2676 | 54 | +54 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.