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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; 767 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.

Q4 2024 vs. Q3 2024

How the institutions holding UBS Group AG changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of UBS: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders55011574+35
Shares1.38B8.28M1.41B+38.2M (+2.8%)
Value$42.6B$255.9M$43.0B+$650.3M (+1.5%)

11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (89)

Institutions that held UBS Group AG at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to UBS in Q4 2024
InstitutionSharesValue% of portfolio
Caisse des Depots Et Consignations8,423,761$233.6M11.47%
SIH Partners, LLLP7,076,063$214.5M15.03%
Marshall Wace, LLP1,781,263$54.4M0.07%
Lansforsakringar Fondforvaltning AB (publ)1,138,973$34.9M0.19%
Raymond James Financial Inc1,037,237$31.4M0.01%
Governors Lane LP890,800$27.2M4.06%
Fullerton Fund Management Co Ltd.792,832$24.3M0.85%
Generali Asset Management SPA SGR686,132$19.0M0.49%
Haven Global Partners, LLC614,963$18.8M17.74%
Police & Firemen's Retirement System of New Jersey553,432$16.9M0.16%
Susquehanna Advisors Group, Inc.343,700$10.4M0.39%
Portolan Capital Management, LLC321,566$9.75M0.66%
Tudor Investment Corp Et Al258,525$7.84M0.08%
DJE Kapital AG235,186$7.09M0.17%
Parkwood LLC199,507$6.10M0.75%
Advanced Portfolio Management, LLC165,000$5.00M5.88%
Orca Wealth Management, LLC60,208$1.83M1.64%
Gator Capital Management, LLC47,600$1.44M0.55%
Geode Capital Management, LLC36,420$1.10M0.00%
Walleye Trading LLC32,407$982.6K0.02%
PEAK6 LLC30,031$910.5K0.04%
Evelyn Partners Investment Management LLP28,866$882.2K0.03%
Fox Run Management, L.L.C.28,788$872.9K0.16%
Balyasny Asset Management LLC27,112$822.0K0.00%
Callan Family Office, LLC25,883$784.8K0.05%
Main Street Financial Solutions, LLC23,820$722.2K0.07%
Brucke Financial, Inc.20,356$721.0K0.62%
British Columbia Investment Management Corp21,130$645.5K0.00%
SkyView Investment Advisors, LLC18,628$565.0K0.09%
Warren Averett Asset Management, LLC17,620$534.2K0.01%
Credit Industriel Et Commercial17,573$487.3K0.13%
Sagespring Wealth Partners, LLC15,924$482.8K0.01%
Carlson Capital L P15,700$476.0K0.28%
Strategic Global Advisors, LLC14,395$436.5K0.08%
Boston Private Wealth LLC14,298$433.5K0.01%
ICONIQ Capital, LLC12,818$388.6K0.01%
M.E. Allison & Co., Inc.11,660$353.5K0.39%
Mountain Hill Investment Partners Corp.11,000$333.5K0.34%
Legacy Financial Advisors, Inc.10,619$322.0K0.05%
Scientech Research LLC10,288$311.9K0.09%
Impact Capital Partners LLC9,538$289.2K0.10%
Millennium Management LLC9,480$287.4K0.00%
Brown Miller Wealth Management, LLC8,941$271.1K0.10%
Evelyn Partners Investment Management Services Ltd8,169$249.7K0.04%
OneAscent Financial Services LLC7,793$236.0K0.02%
Kingsview Wealth Management, LLC7,182$217.8K0.00%
SBI Securities Co., Ltd.7,040$213.5K0.01%
Custom Index Systems, LLC7,029$213.1K0.11%
Beacon Pointe Advisors, LLC7,006$212.4K0.00%
Bayesian Capital Management, LP6,949$210.7K0.03%
Gryphon Financial Partners LLC6,882$208.7K0.03%
Vista Wealth Management Group, LLC6,778$205.5K0.01%
SG Americas Securities, LLC6,514$198.0K0.00%
Independence Bank of Kentucky5,075$153.9K0.02%
Golden State Wealth Management, LLC4,072$123.5K0.02%
Bayforest Capital Ltd2,535$76.9K0.10%
Kohmann Bosshard Financial Services, LLC1,350$40.9K0.00%
Versant Capital Management, Inc1,315$39.9K0.01%
Van Hulzen Asset Management, LLC1,184$35.9K0.00%
Headlands Technologies LLC1,096$33.2K0.00%
Rakuten Securities, Inc.1,005$30.5K0.01%
Berbice Capital Management LLC900$27.3K0.02%
Kestra Investment Management, LLC745$22.6K0.00%
Whipplewood Advisors, LLC716$21.7K0.01%
Caitong International Asset Management Co., Ltd527$16.0K0.02%
Private Trust Co NA487$14.9K0.00%
Lavaca Capital LLC460$13.9K0.01%
Main Street Group, LTD442$13.4K0.00%
Transce3nd, LLC305$9.25K0.00%
Pineridge Advisors LLC283$8.58K0.00%
Roxbury Financial LLC209$6.78K0.01%
FWL Investment Management, LLC219$6.64K0.00%
Sierra Ocean, LLC219$6.64K0.01%
MPWM Advisory Solutions, LLC200$6.06K0.00%
Plante Moran Financial Advisors, LLC197$5.97K0.00%
Albion Financial Group141$4.28K0.00%
MAI Capital Management121$3.67K0.00%
Barclays PLC105$3.18K0.00%
Bank of Jackson Hole Trust100$3.03K0.00%
NewSquare Capital LLC80$2.43K0.00%
New Wave Wealth Advisors LLC61$1.85K0.00%
UMA Financial Services, Inc.58$1.76K0.00%
High Note Wealth, LLC13$3940.00%
Catherine Avery Investment Management LLC10$3030.00%
Sachetta, LLC4$1300.00%
Skopos Labs, Inc.2$610.00%
REAP Financial Group, LLC1$150.00%
Financial Connections Group, Inc.22$00.00%
Wood Tarver Financial Group, LLC32$00.00%

Sold out (54)

Institutions that held UBS Group AG at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of UBS in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Todd Asset Management LLC720,210$22.3M
Teachers Retirement System of the State of Kentucky413,250$12.8M
Rovida Advisors Inc.300,000$9.24M
Mutual of America Capital Management LLC287,938$8.92M
Value Partners Investments Inc.260,881$8.07M
Cubist Systematic Strategies, LLC252,246$7.80M
Grantham, Mayo, Van Otterloo & Co. LLC198,887$6.14M
Sienna Gestion186,544$5.75M
Jackson Wealth Management, LLC151,529$4.68M
International Assets Investment Management, LLC98,850$3.20M
Point72 Asset Management, L.P.102,700$3.17M
Point72 Hong Kong Ltd101,962$3.15M
Nomura Holdings Inc100,025$3.09M
Graham Capital Management, L.P.76,254$2.36M
Veriti Management LLC72,106$2.23M
Schonfeld Strategic Advisors LLC56,701$1.75M
Dynamic Technology Lab Private Ltd56,012$1.73M
Morningstar Investment Services LLC44,917$1.39M
Seven Eight Capital, LP33,293$1.03M
Cookson Peirce & Co Inc24,436$755.3K
Summit Global Investments23,445$725.0K
XTX Topco Ltd20,534$634.7K
Harbour Capital Advisors, LLC17,890$565.0K
Capital Fund Management S.A.18,053$558.0K
Prudential Financial Inc15,292$472.7K
Crestline Management, LP11,711$362.0K
Centiva Capital, LP9,689$299.5K
Bridgefront Capital, LLC9,509$293.9K
MQS Management LLC8,649$267.3K
Autumn Glory Partners, LLC7,888$252.2K
Morse Asset Management, Inc7,875$243.4K
Financial Counselors Inc7,659$236.7K
Advisor OS, LLC7,146$220.9K
180 Wealth Advisors, LLC6,589$203.7K
FSC Wealth Advisors, LLC2,313$71.5K
Advisory Services Network, LLC1,794$53.0K
Aquatic Capital Management LLC1,322$40.9K
Householder Group Estate & Retirement Specialist, LLC867$26.0K
Anchor Investment Management, LLC580$17.9K
Chilton Capital Management LLC572$17.7K
Ashton Thomas Securities, LLC528$16.3K
Grove Bank & Trust504$15.6K
Redmont Wealth Advisors LLC475$14.7K
Baldwin Brothers Inc464$14.3K
Jaffetilchin Investment Partners, LLC313$9.67K
Paladin Wealth, LLC311$9.61K
Hoese & Co LLP200$6.18K
Pacific Capital Wealth Advisors, Inc167$5.16K
Bull Oak Capital, LLC139$4.30K
McMahon Financial Advisors, LLC99$3.06K
Central Trust Co17$511
West Branch Capital LLC4$128
Northwest Financial Advisors1$31
McClarren Financial Advisors, Inc.16$0

Not filed for Q4 2024 yet (11)

Institutions that held UBS Group AG at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UBS in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Banque Cantonale Vaudoise6,792,649$209.8M
Raymond James & Associates1,014,965$31.4M
Susquehanna International Group Ltd.220,460$6.81M
Point Break Capital Management, LLC98,927$3.06M
PEAK6 Investments LLC54,971$1.70M
Raymond James Trust N.A.32,506$1.00M
Raymond James Financial Services Advisors, Inc.29,429$909.7K
Susquehanna International Securities, Ltd.23,869$737.8K
Winning Points Advisors, LLC15,534$383.7K
FinTrust Capital Advisors, LLC659$20.4K
Annapolis Financial Services, LLC309$9.55K