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Livermore
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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; 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, Q4 2024

Institutional positions in UBS Group AG as of Dec 31, 2024. 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
574
+35 vs. Q3 2024
Shares held
1.41B
+38.2M (+2.8%) vs. Q3 2024
Total value
$43.0B
+$650.3M (+1.5%) vs. Q3 2024
New holders
89
207 more added
Sold out
54
180 more reduced

11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 holdersQ4 2024: 574 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 heldQ4 2024: $43.0B
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, Q4 2024

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q3 2024.

Institutions holding UBS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Forsta Ap-Fonden235,154$00.00%−207,169−46.8%Reduced
Covestor Ltd8$00.00%+2+33.3%Added
Financial Connections Group, Inc.22$00.00%+22New
Wood Tarver Financial Group, LLC32$00.00%+32New
REAP Financial Group, LLC1$150.00%+1New
Skopos Labs, Inc.2$610.00%+2New
Tortoise Investment Management, LLC3$910.00%00.0%Unchanged
Tucker Asset Management LLC4$1210.00%00.0%Unchanged
Sachetta, LLC4$1300.00%+4New
Moisand Fitzgerald Tamayo, LLC9$2730.00%00.0%Unchanged
Catherine Avery Investment Management LLC10$3030.00%+10New
High Note Wealth, LLC13$3940.00%+13New
NBC Securities, Inc.17$5190.05%−17,125−99.9%Reduced
Larson Financial Group LLC26$7880.00%−1,493−98.3%Reduced
Avion Wealth65$1.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd34$1.00K0.00%00.0%Unchanged
Creekmur Asset Management LLC36$1.09K0.00%00.0%Unchanged
Mendota Financial Group, LLC44$1.33K0.00%−21−32.3%Reduced
Abound Wealth Management47$1.43K0.00%+4+9.3%Added
Bogart Wealth, LLC48$1.46K0.00%00.0%Unchanged
UMA Financial Services, Inc.58$1.76K0.00%+58New
New Wave Wealth Advisors LLC61$1.85K0.00%+61New
Kayne Anderson Rudnick Investment Management LLC65$1.97K0.00%00.0%Unchanged
Fortitude Family Office, LLC74$2.24K0.00%00.0%Unchanged
Eastern Bank77$2.33K0.00%00.0%Unchanged
Colonial Trust Co79$2.42K0.00%−1−1.3%Reduced
NewSquare Capital LLC80$2.43K0.00%+80New
Asset Dedication, LLC95$2.88K0.00%00.0%Unchanged
Park Place Capital Corp99$3.00K0.00%00.0%Unchanged
Bank of Jackson Hole Trust100$3.03K0.00%+100New
Barclays PLC105$3.18K0.00%+105New
Beacon Capital Management, LLC111$3.37K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC120$3.64K0.00%00.0%Unchanged
MAI Capital Management121$3.67K0.00%+121New
Sunbelt Securities, Inc.120$3.67K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC128$3.88K0.00%00.0%Unchanged
CoreCap Advisors, LLC130$3.94K0.00%+89+217.1%Added
DecisionPoint Financial, LLC136$4.12K0.00%00.0%Unchanged
CVA Family Office, LLC138$4.18K0.00%00.0%Unchanged
Albion Financial Group141$4.28K0.00%+141New
AdvisorNet Financial, Inc147$4.46K0.00%+100+212.8%Added
Highline Wealth Partners LLC151$4.58K0.00%+13+9.4%Added
Copeland Capital Management, LLC171$5.18K0.00%00.0%Unchanged
Federated Hermes, Inc.174$5.28K0.00%−18−9.4%Reduced
Westside Investment Management, Inc.179$5.43K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group180$5.46K0.00%00.0%Unchanged
ORG Wealth Partners, LLC181$5.49K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC183$5.60K0.00%−182−49.9%Reduced
Bell Investment Advisors, Inc187$5.67K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC197$5.97K0.00%+197New
MPWM Advisory Solutions, LLC200$6.06K0.00%+200New
WR Wealth Planners, LLC218$6.61K0.00%−3−1.4%Reduced
FWL Investment Management, LLC219$6.64K0.00%+219New
Sierra Ocean, LLC219$6.64K0.01%+219New
Cornerstone Planning Group LLC187$6.69K0.00%+106+130.9%Added
Roxbury Financial LLC209$6.78K0.01%+209New
Paradigm Asset Management Co LLC224$6.79K0.00%00.0%Unchanged
Winch Advisory Services, LLC227$6.89K0.00%00.0%Unchanged
Arlington Trust Co LLC235$7.13K0.00%00.0%Unchanged
Penserra Capital Management LLC270$8.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc270$8.19K0.00%00.0%Unchanged
Raffa Wealth Management, LLC274$8.31K0.00%00.0%Unchanged
Pineridge Advisors LLC283$8.58K0.00%+283New
Transce3nd, LLC305$9.25K0.00%+305New
WealthCollab, LLC308$9.34K0.01%00.0%Unchanged
Sterling Capital Management LLC315$9.55K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc315$9.55K0.00%00.0%Unchanged
Hanson & Doremus Investment Management339$10.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.382$11.6K0.00%00.0%Unchanged
Bullock Wealth Management Group383$11.6K0.01%00.0%Unchanged
Global Financial Private Client, LLC399$12.1K0.00%00.0%Unchanged
Union Savings Bank410$12.4K0.01%00.0%Unchanged
Montag A & Associates Inc414$12.6K0.00%00.0%Unchanged
Main Street Group, LTD442$13.4K0.00%+442New
Huntington National Bank451$13.7K0.00%−1,421−75.9%Reduced
Lavaca Capital LLC460$13.9K0.01%+460New
GW&K Investment Management, LLC464$14.0K0.00%00.0%Unchanged
Private Trust Co NA487$14.9K0.00%+487New
Coppell Advisory Solutions LLC487$14.9K0.00%+216+79.7%Added
Gables Capital Management Inc.500$15.2K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.500$15.2K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.524$15.9K0.01%00.0%Unchanged
Caitong International Asset Management Co., Ltd527$16.0K0.02%+527New
Sound Income Strategies, LLC538$16.3K0.00%−294−35.3%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.543$16.5K0.00%+359+195.1%Added
Zions Bancorporation, N.A.550$16.7K0.00%−141−20.4%Reduced
Addison Advisors LLC565$17.1K0.00%+140+32.9%Added
Clean Yield Group591$17.9K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec605$18.3K0.00%−827−57.8%Reduced
Financial Management Professionals, Inc.619$18.8K0.00%+138+28.7%Added
Whipplewood Advisors, LLC716$21.7K0.01%+716New
Rise Advisors, LLC725$22.0K0.01%00.0%Unchanged
Kestra Investment Management, LLC745$22.6K0.00%+745New
Key Financial Inc773$23.4K0.01%+317+69.5%Added
First Horizon Advisors, Inc.808$24.5K0.00%−82−9.2%Reduced
GAMMA Investing LLC836$25.3K0.00%+43+5.4%Added
Berbice Capital Management LLC900$27.3K0.02%+900New
Geneos Wealth Management Inc.924$28.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC991$30.0K0.00%00.0%Unchanged
Community Bank, N.A.1,000$30.3K0.00%00.0%Unchanged