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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 24,891 | $754.7K | 0.02% | +28+0.1% | Added |
| Walleye Capital LLC | 25,416 | $770.6K | 0.01% | −14,349−36.1% | Reduced |
| Quantbot Technologies LP | 25,478 | $772.5K | 0.03% | −126,673−83.3% | Reduced |
| Callan Family Office, LLC | 25,883 | $784.8K | 0.05% | +25,883 | New |
| Rehmann Capital Advisory Group | 26,474 | $802.7K | 0.05% | −538−2.0% | Reduced |
| Net Worth Advisory Group | 26,662 | $808.4K | 0.25% | −448−1.7% | Reduced |
| Ethic Inc. | 26,711 | $809.9K | 0.02% | +4,025+17.7% | Added |
| JFS Wealth Advisors, LLC | 26,817 | $813.1K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 26,894 | $815.4K | 0.10% | −3,424−11.3% | Reduced |
| Balyasny Asset Management LLC | 27,112 | $822.0K | 0.00% | +27,112 | New |
| First Hawaiian Bank | 27,114 | $822.1K | 0.03% | −864−3.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 26,628 | $832.7K | 0.01% | +5,680+27.1% | Added |
| Jefferies Financial Group Inc. | 27,858 | $845.4K | 0.01% | −7,613−21.5% | Reduced |
| Evergreen Capital Management LLC | 27,951 | $847.5K | 0.03% | +3,634+14.9% | Added |
| Personal Cfo Solutions, LLC | 28,269 | $857.1K | 0.17% | −309−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 28,397 | $861.0K | 0.01% | −9,756−25.6% | Reduced |
| Fox Run Management, L.L.C. | 28,788 | $872.9K | 0.16% | +28,788 | New |
| Connable Office Inc | 28,804 | $873.3K | 0.09% | −548−1.9% | Reduced |
| Cullinan Associates Inc | 29,000 | $879.3K | 0.06% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 28,866 | $882.2K | 0.03% | +28,866 | New |
| PEAK6 LLC | 30,031 | $910.5K | 0.04% | +30,031 | New |
| Centennial Bank | 30,712 | $931.2K | 0.44% | −627−2.0% | Reduced |
| Advisors Asset Management, Inc. | 30,739 | $932.0K | 0.02% | −857−2.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 32,061 | $972.1K | 0.57% | −859−2.6% | Reduced |
| Walleye Trading LLC | 32,407 | $982.6K | 0.02% | +32,407 | New |
| Gabelli Funds LLC | 34,000 | $1.03M | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 34,198 | $1.04M | 0.01% | −764−2.2% | Reduced |
| Kathmere Capital Management, LLC | 34,747 | $1.05M | 0.09% | +1,309+3.9% | Added |
| Sequoia Financial Advisors, LLC | 34,999 | $1.06M | 0.01% | +771+2.3% | Added |
| AQR Capital Management LLC | 36,184 | $1.10M | 0.00% | +5,248+17.0% | Added |
| Lake Street Advisors Group, LLC | 36,239 | $1.10M | 0.05% | +811+2.3% | Added |
| Atomi Financial Group, Inc. | 36,260 | $1.10M | 0.06% | +6,673+22.6% | Added |
| Sanctuary Advisors, LLC | 30,883 | $1.10M | 0.01% | −3,632−10.5% | Reduced |
| Geode Capital Management, LLC | 36,420 | $1.10M | 0.00% | +36,420 | New |
| Transatlantique Private Wealth LLC | 36,436 | $1.11M | 0.42% | +1,241+3.5% | Added |
| Bailard, Inc. | 36,767 | $1.11M | 0.03% | +541+1.5% | Added |
| SOL Capital Management CO | 36,830 | $1.12M | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 37,205 | $1.13M | 0.01% | +6,638+21.7% | Added |
| Ballentine Partners, LLC | 37,309 | $1.13M | 0.02% | +3,742+11.1% | Added |
| Snowden Capital Advisors LLC | 37,404 | $1.13M | 0.04% | −342−0.9% | Reduced |
| Rhumbline Advisers | 38,583 | $1.17M | 0.00% | −10,820−21.9% | Reduced |
| Quadrant Capital Group LLC | 38,785 | $1.18M | 0.08% | +1,203+3.2% | Added |
| Diversify Wealth Management, LLC | 37,054 | $1.20M | 0.09% | +5,994+19.3% | Added |
| Baker Ellis Asset Management LLC | 39,900 | $1.21M | 0.18% | −1,700−4.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 40,123 | $1.22M | 0.25% | +4,076+11.3% | Added |
| BTC Capital Management, Inc. | 40,389 | $1.22M | 0.11% | +2,898+7.7% | Added |
| Legacy Capital Group California, Inc. | 40,164 | $1.22M | 0.37% | −373−0.9% | Reduced |
| Zhang Financial LLC | 40,211 | $1.22M | 0.07% | +5,571+16.1% | Added |
| GWM Advisors LLC | 40,505 | $1.23M | 0.01% | +2,685+7.1% | Added |
| Advisor Group Holdings, Inc. | 40,731 | $1.23M | 0.00% | −5,608−12.1% | Reduced |
| Advisors Capital Management, LLC | 40,885 | $1.24M | 0.02% | +15,477+60.9% | Added |
| Northwestern Mutual Wealth Management Co | 41,040 | $1.24M | 0.00% | +11,204+37.6% | Added |
| Schechter Investment Advisors, LLC | 41,420 | $1.26M | 0.10% | +221+0.5% | Added |
| Credit Capital Investments LLC | 43,000 | $1.30M | 1.69% | −3,000−6.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 42,753 | $1.31M | 0.00% | +4,912+13.0% | Added |
| Andra AP-fonden | 47,484 | $1.32M | 0.02% | −118,545−71.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 47,029 | $1.43M | 0.01% | −742−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 47,403 | $1.44M | 0.01% | +16,723+54.5% | Added |
| Commonwealth Equity Services, LLC | 47,580 | $1.44M | 0.00% | −3,255−6.4% | Reduced |
| Gator Capital Management, LLC | 47,600 | $1.44M | 0.55% | +47,600 | New |
| Atria Investments LLC | 47,817 | $1.45M | 0.02% | −11,848−19.9% | Reduced |
| Greenleaf Trust | 48,549 | $1.47M | 0.01% | +78+0.2% | Added |
| Wolverine Trading, LLC | 48,769 | $1.49M | 0.03% | +16,192+49.7% | Added |
| Assetmark, Inc | 51,938 | $1.57M | 0.00% | +5,974+13.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 53,410 | $1.62M | 0.01% | +2,009+3.9% | Added |
| Yousif Capital Management, LLC | 53,672 | $1.63M | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 54,234 | $1.64M | 0.14% | +7,690+16.5% | Added |
| Qtron Investments LLC | 53,833 | $1.65M | 0.23% | +43+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 54,462 | $1.65M | 0.13% | −3,506−6.0% | Reduced |
| Group One Trading, L.P. | 54,793 | $1.66M | 0.06% | +52,984+2,928.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 55,397 | $1.68M | 0.78% | +2,177+4.1% | Added |
| TownSquare Capital, LLC | 56,500 | $1.71M | 0.02% | +4,967+9.6% | Added |
| Stamos Capital Partners, L.P. | 57,500 | $1.74M | 0.41% | +15,620+37.3% | Added |
| RSM US Wealth Management LLC | 58,200 | $1.78M | 0.03% | −3,421−5.6% | Reduced |
| Truist Financial Corp | 58,737 | $1.78M | 0.00% | −3,633−5.8% | Reduced |
| Bessemer Group Inc | 58,777 | $1.78M | 0.00% | +538+0.9% | Added |
| Pitcairn Co | 59,831 | $1.81M | 0.11% | +6,544+12.3% | Added |
| Capital International Sarl | 59,554 | $1.82M | 0.04% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 60,208 | $1.83M | 1.64% | +60,208 | New |
| Legacy Wealth Asset Management, LLC | 60,322 | $1.83M | 0.50% | −383−0.6% | Reduced |
| Cetera Investment Advisers | 60,549 | $1.84M | 0.00% | +538+0.9% | Added |
| Marex Group plc | 61,557 | $1.87M | 0.03% | −9,499−13.4% | Reduced |
| Cigna Investments Inc | 61,251 | $1.87M | 0.33% | −208−0.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 63,400 | $1.92M | 0.41% | −167−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 65,889 | $2.00M | 0.02% | +320+0.5% | Added |
| Forum Financial Management, LP | 68,105 | $2.06M | 0.03% | +11,749+20.8% | Added |
| Glenmede Trust Co NA | 68,630 | $2.08M | 0.01% | +2,126+3.2% | Added |
| Altman Advisors, Inc. | 68,834 | $2.09M | 0.89% | +253+0.4% | Added |
| Great Lakes Advisors, LLC | 69,811 | $2.12M | 0.02% | +5,389+8.4% | Added |
| Alaethes Wealth LLC | 71,743 | $2.18M | 0.78% | +632+0.9% | Added |
| Beach Investment Counsel Inc | 71,775 | $2.18M | 0.29% | −8,981−11.1% | Reduced |
| Ossiam | 72,265 | $2.21M | 0.04% | −9,780−11.9% | Reduced |
| CI Private Wealth, LLC | 73,290 | $2.22M | 0.00% | +797+1.1% | Added |
| Gendell Jeffrey L | 75,000 | $2.27M | 0.07% | 00.0% | Unchanged |
| Equitable Trust Co | 75,213 | $2.28M | 0.13% | −1,364−1.8% | Reduced |
| Signaturefd, LLC | 78,725 | $2.39M | 0.05% | +4,178+5.6% | Added |
| Hantz Financial Services, Inc. | 78,810 | $2.39M | 0.04% | −2,499−3.1% | Reduced |
| Independent Advisor Alliance | 85,975 | $2.61M | 0.03% | +339+0.4% | Added |
| MML Investors Services, LLC | 86,015 | $2.61M | 0.01% | −993−1.1% | Reduced |
| Banco Santander, S.A. | 86,500 | $2.62M | 0.03% | +23,457+37.2% | Added |