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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 10,174 | $308.5K | 0.04% | −540−5.0% | Reduced |
| Scientech Research LLC | 10,288 | $311.9K | 0.09% | +10,288 | New |
| Pictet & Cie (Europe) SA | 10,209 | $312.4K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 10,432 | $316.3K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,396 | $317.0K | 0.02% | −32−0.3% | Reduced |
| Barometer Capital Management Inc. | 10,889 | $321.7K | 0.13% | 00.0% | Unchanged |
| Ascent Group, LLC | 10,613 | $321.8K | 0.02% | +105+1.0% | Added |
| Legacy Financial Advisors, Inc. | 10,619 | $322.0K | 0.05% | +10,619 | New |
| Sowell Financial Services LLC | 10,713 | $324.8K | 0.02% | −770−6.7% | Reduced |
| Sage Mountain Advisors LLC | 10,935 | $331.5K | 0.02% | −31−0.3% | Reduced |
| Mountain Hill Investment Partners Corp. | 11,000 | $333.5K | 0.34% | +11,000 | New |
| Drive Wealth Management, LLC | 11,036 | $334.6K | 0.08% | −128−1.1% | Reduced |
| Investors Research Corp | 11,118 | $337.1K | 0.07% | 00.0% | Unchanged |
| Synovus Financial Corp | 11,141 | $337.8K | 0.00% | −96−0.9% | Reduced |
| D'Orazio & Associates, Inc. | 11,186 | $339.2K | 0.05% | −8−0.1% | Reduced |
| Lindbrook Capital, LLC | 11,247 | $341.0K | 0.03% | +345+3.2% | Added |
| Sax Wealth Advisors, LLC | 11,261 | $341.4K | 0.03% | −1,582−12.3% | Reduced |
| American Trust Investment Advisors, LLC | 11,340 | $343.8K | 0.14% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 11,383 | $345.1K | 0.05% | +1,785+18.6% | Added |
| Oddo BHF Asset Management SAS | 12,661 | $351.1K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11,615 | $352.2K | 0.01% | −190−1.6% | Reduced |
| M.E. Allison & Co., Inc. | 11,660 | $353.5K | 0.39% | +11,660 | New |
| CAPROCK Group, Inc. | 11,937 | $362.0K | 0.01% | +1,261+11.8% | Added |
| Bleakley Financial Group, LLC | 12,002 | $363.9K | 0.01% | +41+0.3% | Added |
| First National Bank of Hutchinson | 12,017 | $364.4K | 0.22% | −112−0.9% | Reduced |
| Allianz SE | 11,932 | $364.9K | 0.01% | +389+3.4% | Added |
| Squarepoint Ops LLC | 12,092 | $366.6K | 0.00% | −17,976−59.8% | Reduced |
| New Vernon Capital Holdings II LLC | 12,114 | $367.3K | 0.25% | −2,653−18.0% | Reduced |
| 44 Wealth Management LLC | 12,450 | $377.5K | 0.15% | −764−5.8% | Reduced |
| TD Waterhouse Canada Inc. | 12,498 | $379.1K | 0.00% | −35−0.3% | Reduced |
| Leuthold Group, LLC | 12,742 | $386.3K | 0.05% | −315−2.4% | Reduced |
| TD Private Client Wealth LLC | 12,768 | $387.1K | 0.01% | −45−0.4% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $388.2K | 0.42% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 12,818 | $388.6K | 0.01% | +12,818 | New |
| Mission Wealth Management, LP | 12,873 | $390.3K | 0.01% | +1,622+14.4% | Added |
| Eqis Capital Management, Inc. | 12,923 | $391.8K | 0.03% | −718−5.3% | Reduced |
| Colony Group, LLC | 12,970 | $393.3K | 0.00% | +3,100+31.4% | Added |
| Diversify Advisory Services, LLC | 12,195 | $394.0K | 0.02% | +2,329+23.6% | Added |
| Perigon Wealth Management, LLC | 11,907 | $394.7K | 0.01% | +754+6.8% | Added |
| Valeo Financial Advisors, LLC | 13,055 | $395.8K | 0.01% | −16,838−56.3% | Reduced |
| Seed Wealth Management, Inc. | 13,135 | $398.3K | 0.32% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 13,160 | $399.0K | 0.20% | −234−1.7% | Reduced |
| Spire Wealth Management | 13,191 | $399.9K | 0.01% | −383−2.8% | Reduced |
| Dakota Wealth Management | 13,209 | $400.5K | 0.01% | −361−2.7% | Reduced |
| HB Wealth Management, LLC | 13,230 | $401.1K | 0.00% | +6,577+98.9% | Added |
| Optas, LLC | 13,382 | $405.7K | 0.09% | +3,418+34.3% | Added |
| West Family Investments, Inc. | 13,441 | $407.5K | 0.14% | −96−0.7% | Reduced |
| FDx Advisors, Inc. | 13,821 | $419.0K | 0.12% | −799−5.5% | Reduced |
| Macquarie Group Ltd | 14,000 | $427.7K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 14,155 | $429.2K | 0.01% | +4,675+49.3% | Added |
| National Asset Management, Inc. | 14,214 | $431.0K | 0.01% | −1,157−7.5% | Reduced |
| Boston Private Wealth LLC | 14,298 | $433.5K | 0.01% | +14,298 | New |
| Strategic Global Advisors, LLC | 14,395 | $436.5K | 0.08% | +14,395 | New |
| Gradient Investments LLC | 14,882 | $451.2K | 0.01% | −1,107−6.9% | Reduced |
| Klingenstein Fields & Co LP | 14,930 | $452.7K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15,115 | $458.3K | 0.03% | +8,773+138.3% | Added |
| Bridgewater Advisors Inc. | 14,279 | $459.9K | 0.05% | +13+0.1% | Added |
| Brown Brothers Harriman & Co | 15,230 | $461.8K | 0.00% | +15,000+6,521.7% | Added |
| Studio Investment Management LLC | 15,336 | $465.0K | 0.10% | −220−1.4% | Reduced |
| Stonegate Investment Group, LLC | 15,456 | $468.6K | 0.01% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 15,461 | $468.8K | 0.10% | −409−2.6% | Reduced |
| Clearstead Advisors, LLC | 15,581 | $472.4K | 0.01% | −2,842−15.4% | Reduced |
| Carlson Capital L P | 15,700 | $476.0K | 0.28% | +15,700 | New |
| Syon Capital LLC | 15,755 | $477.7K | 0.04% | −43,764−73.5% | Reduced |
| Sagespring Wealth Partners, LLC | 15,924 | $482.8K | 0.01% | +15,924 | New |
| Thoroughbred Financial Services, LLC | 15,966 | $484.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 15,999 | $485.1K | 0.00% | +3,166+24.7% | Added |
| Gallacher Capital Management LLC | 16,033 | $486.1K | 0.24% | +416+2.7% | Added |
| Credit Industriel Et Commercial | 17,573 | $487.3K | 0.13% | +17,573 | New |
| Davenport & Co LLC | 16,955 | $514.1K | 0.00% | −1,034−5.7% | Reduced |
| Thrivent Financial for Lutherans | 16,302 | $531.0K | 0.00% | +527+3.3% | Added |
| PDS Planning, Inc | 17,556 | $532.3K | 0.05% | +1,101+6.7% | Added |
| Warren Averett Asset Management, LLC | 17,620 | $534.2K | 0.01% | +17,620 | New |
| Clarius Group, LLC | 17,909 | $543.0K | 0.04% | −850−4.5% | Reduced |
| Oppenheimer Asset Management Inc. | 17,913 | $543.1K | 0.01% | −1,141−6.0% | Reduced |
| Solstein Capital, LLC | 17,834 | $544.2K | 0.30% | −162−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 18,312 | $555.2K | 0.01% | +10,990+150.1% | Added |
| Ieq Capital, LLC | 18,528 | $561.8K | 0.01% | +1,192+6.9% | Added |
| SkyView Investment Advisors, LLC | 18,628 | $565.0K | 0.09% | +18,628 | New |
| Occudo Quantitative Strategies LP | 19,120 | $579.7K | 0.10% | −14,346−42.9% | Reduced |
| Parallel Advisors, LLC | 19,129 | $580.0K | 0.01% | +2,305+13.7% | Added |
| Simmons Bank | 19,460 | $590.0K | 0.04% | −5,309−21.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 20,278 | $614.8K | 0.01% | +10,040+98.1% | Added |
| Dorsey & Whitney Trust CO LLC | 20,544 | $622.9K | 0.03% | +121+0.6% | Added |
| United Capital Financial Advisers, LLC | 20,883 | $633.2K | 0.01% | −2,773−11.7% | Reduced |
| Massachusetts Wealth Management | 21,080 | $639.1K | 0.39% | −2,000−8.7% | Reduced |
| British Columbia Investment Management Corp | 21,130 | $645.5K | 0.00% | +21,130 | New |
| Cambridge Investment Research Advisors, Inc. | 21,307 | $646.0K | 0.00% | −351−1.6% | Reduced |
| Jones Financial Companies LLLP | 22,023 | $667.7K | 0.00% | +12,939+142.4% | Added |
| Liberty One Investment Management, LLC | 22,121 | $670.7K | 0.07% | −1,576−6.7% | Reduced |
| Callan Capital, LLC | 22,244 | $674.4K | 0.05% | +914+4.3% | Added |
| Compton Wealth Advisory Group, LLC | 22,591 | $685.0K | 0.18% | 00.0% | Unchanged |
| Verition Fund Management LLC | 22,958 | $696.1K | 0.00% | −8,256−26.4% | Reduced |
| Janney Montgomery Scott LLC | 23,241 | $705.0K | 0.00% | −9,352−28.7% | Reduced |
| Checchi Capital Advisers, LLC | 23,496 | $712.4K | 0.05% | +917+4.1% | Added |
| AdvisorShares Investments LLC | 23,545 | $713.9K | 0.14% | −4,460−15.9% | Reduced |
| Brucke Financial, Inc. | 20,356 | $721.0K | 0.62% | +20,356 | New |
| Main Street Financial Solutions, LLC | 23,820 | $722.2K | 0.07% | +23,820 | New |
| Greenwich Wealth Management LLC | 24,847 | $753.0K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 24,859 | $753.9K | 0.00% | −92,334−78.8% | Reduced |