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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 1,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,005 | $30.5K | 0.01% | +1,005 | New |
| Headlands Technologies LLC | 1,096 | $33.2K | 0.00% | +1,096 | New |
| Van Hulzen Asset Management, LLC | 1,184 | $35.9K | 0.00% | +1,184 | New |
| CKW Financial Group | 1,200 | $36.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,315 | $39.9K | 0.01% | +1,315 | New |
| Kohmann Bosshard Financial Services, LLC | 1,350 | $40.9K | 0.00% | +1,350 | New |
| Parkside Financial Bank & Trust | 1,351 | $41.0K | 0.01% | −32−2.3% | Reduced |
| Mather Group, LLC. | 1,645 | $49.9K | 0.00% | +15+0.9% | Added |
| Fifth Third Bancorp | 1,648 | $50.0K | 0.00% | −16,281−90.8% | Reduced |
| Proequities, Inc. | 1,578 | $54.7K | 0.00% | −277−14.9% | Reduced |
| IAG Wealth Partners, LLC | 1,915 | $58.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,952 | $59.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,009 | $60.9K | 0.01% | +477+31.1% | Added |
| Activest Wealth Management | 2,000 | $61.2K | 0.02% | +183+10.1% | Added |
| Harbour Investments, Inc. | 2,105 | $63.8K | 0.00% | −426−16.8% | Reduced |
| Farther Finance Advisors, LLC | 2,230 | $67.6K | 0.00% | +482+27.6% | Added |
| CIBC Private Wealth Group, LLC | 2,142 | $69.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,362 | $71.6K | 0.00% | +267+12.7% | Added |
| Hilltop National Bank | 2,509 | $76.1K | 0.02% | −64−2.5% | Reduced |
| Bayforest Capital Ltd | 2,535 | $76.9K | 0.10% | +2,535 | New |
| Sandy Spring Bank | 2,564 | $77.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,624 | $79.6K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,989 | $90.6K | 0.00% | +887+42.2% | Added |
| Creative Financial Designs Inc | 3,120 | $94.6K | 0.01% | +500+19.1% | Added |
| Parallax Volatility Advisers, L.P. | 3,425 | $103.8K | 0.00% | −53,462−94.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,450 | $105.8K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 3,711 | $112.5K | 0.00% | +203+5.8% | Added |
| Rothschild Investment LLC | 3,813 | $115.6K | 0.01% | +56+1.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,810 | $116.6K | 0.00% | +1,463+62.3% | Added |
| Bruce G. Allen Investments, LLC | 3,876 | $117.5K | 0.10% | −119−3.0% | Reduced |
| Golden State Wealth Management, LLC | 4,072 | $123.5K | 0.02% | +4,072 | New |
| Principal Securities, Inc. | 4,209 | $127.6K | 0.00% | −867−17.1% | Reduced |
| SRS Capital Advisors, Inc. | 4,366 | $132.4K | 0.01% | +121+2.9% | Added |
| Financial Perspectives, Inc | 4,894 | $148.4K | 0.05% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4,950 | $150.1K | 0.14% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5,075 | $153.9K | 0.02% | +5,075 | New |
| IFP Advisors, Inc | 5,219 | $158.2K | 0.01% | +138+2.7% | Added |
| Massmutual Trust Co FSB | 5,226 | $158.5K | 0.00% | +978+23.0% | Added |
| Hexagon Capital Partners LLC | 5,585 | $169.3K | 0.03% | +408+7.9% | Added |
| Tower Research Capital LLC (TRC) | 5,862 | $177.7K | 0.00% | −491−7.7% | Reduced |
| Glen Eagle Advisors, LLC | 5,970 | $181.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 5,528 | $191.7K | 0.00% | +334+6.4% | Added |
| SG Americas Securities, LLC | 6,514 | $198.0K | 0.00% | +6,514 | New |
| Vista Wealth Management Group, LLC | 6,778 | $205.5K | 0.01% | +6,778 | New |
| Empower Advisory Group, LLC | 6,853 | $207.8K | 0.00% | −300−4.2% | Reduced |
| Gryphon Financial Partners LLC | 6,882 | $208.7K | 0.03% | +6,882 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,945 | $210.6K | 0.01% | −67−1.0% | Reduced |
| Bayesian Capital Management, LP | 6,949 | $210.7K | 0.03% | +6,949 | New |
| RMR Wealth Builders | 6,980 | $211.6K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,006 | $212.4K | 0.00% | +7,006 | New |
| Angeles Investment Advisors, LLC | 7,017 | $212.8K | 0.01% | −92−1.3% | Reduced |
| Custom Index Systems, LLC | 7,029 | $213.1K | 0.11% | +7,029 | New |
| SBI Securities Co., Ltd. | 7,040 | $213.5K | 0.01% | +7,040 | New |
| First City Capital Management, Inc. | 7,159 | $217.1K | 0.12% | −5−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 7,182 | $217.8K | 0.00% | +7,182 | New |
| Cromwell Holdings LLC | 7,242 | $219.6K | 0.13% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 7,300 | $221.3K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 7,306 | $222.0K | 0.00% | −41−0.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,346 | $222.7K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 7,347 | $222.8K | 0.06% | −428−5.5% | Reduced |
| Keybank National Association | 7,453 | $226.0K | 0.00% | −825−10.0% | Reduced |
| Central Pacific Bank - Trust Division | 7,600 | $230.4K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,601 | $230.5K | 0.01% | −1,603−17.4% | Reduced |
| Savant Capital, LLC | 7,610 | $230.7K | 0.00% | +659+9.5% | Added |
| Park National Corp | 7,680 | $232.9K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,712 | $233.8K | 0.04% | −116−1.5% | Reduced |
| OneAscent Financial Services LLC | 7,793 | $236.0K | 0.02% | +7,793 | New |
| Principal Street Partners, LLC | 7,808 | $236.7K | 0.05% | −6,241−44.4% | Reduced |
| Seven Mile Advisory | 7,839 | $237.7K | 0.15% | +241+3.2% | Added |
| Traveka Wealth, LLC | 7,854 | $238.1K | 0.13% | +72+0.9% | Added |
| Venturi Wealth Management, LLC | 7,904 | $239.7K | 0.01% | +174+2.3% | Added |
| Blair William & Co | 7,976 | $241.8K | 0.00% | +823+11.5% | Added |
| Evelyn Partners Investment Management Services Ltd | 8,169 | $249.7K | 0.04% | +8,169 | New |
| HighPoint Advisor Group LLC | 7,633 | $253.1K | 0.01% | +349+4.8% | Added |
| Oppenheimer & Co Inc | 8,517 | $258.2K | 0.00% | −1,262−12.9% | Reduced |
| Columbia Asset Management | 8,552 | $259.3K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8,624 | $261.5K | 0.01% | +3,683+74.5% | Added |
| Kestra Private Wealth Services, LLC | 8,674 | $263.0K | 0.00% | −294−3.3% | Reduced |
| Commerce Bank | 8,840 | $268.0K | 0.00% | −438−4.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 8,875 | $269.1K | 0.00% | −206−2.3% | Reduced |
| Brown Miller Wealth Management, LLC | 8,941 | $271.1K | 0.10% | +8,941 | New |
| Nebula Research & Development LLC | 9,098 | $275.9K | 0.03% | +563+6.6% | Added |
| Fiduciary Trust Co | 9,146 | $277.3K | 0.00% | +1,072+13.3% | Added |
| Keel Point, LLC | 9,227 | $279.8K | 0.02% | +389+4.4% | Added |
| Five Oceans Advisors | 9,293 | $281.8K | 0.13% | +468+5.3% | Added |
| Werba Rubin Papier Wealth Management | 9,385 | $284.6K | 0.07% | +30.0% | Added |
| BNP Paribas Arbitrage, SA | 9,393 | $284.8K | 0.00% | −66,501−87.6% | Reduced |
| Millennium Management LLC | 9,480 | $287.4K | 0.00% | +9,480 | New |
| Impact Capital Partners LLC | 9,538 | $289.2K | 0.10% | +9,538 | New |
| Pinnacle Wealth Planning Services, Inc. | 9,588 | $290.7K | 0.04% | −2,623−21.5% | Reduced |
| Shilanski & Associates, Inc. | 9,672 | $293.3K | 0.09% | −721−6.9% | Reduced |
| Calamos Wealth Management LLC | 9,695 | $294.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 9,723 | $294.8K | 0.00% | −3,400−25.9% | Reduced |
| Smartleaf Asset Management LLC | 9,672 | $296.0K | 0.03% | +6,269+184.2% | Added |
| Knights of Columbus Asset Advisors LLC | 9,793 | $296.9K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,820 | $297.7K | 0.00% | +70+0.7% | Added |
| Wedmont Private Capital | 9,273 | $299.6K | 0.02% | +100+1.1% | Added |
| Covenant Partners, LLC | 9,908 | $300.4K | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co | 10,152 | $307.7K | 0.00% | 00.0% | Unchanged |