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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 58,200 | $1.78M | 0.03% | −3,421−5.6% | Reduced |
| Stamos Capital Partners, L.P. | 57,500 | $1.74M | 0.41% | +15,620+37.3% | Added |
| TownSquare Capital, LLC | 56,500 | $1.71M | 0.02% | +4,967+9.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 55,397 | $1.68M | 0.78% | +2,177+4.1% | Added |
| Group One Trading, L.P. | 54,793 | $1.66M | 0.06% | +52,984+2,928.9% | Added |
| Mount Yale Investment Advisors, LLC | 54,462 | $1.65M | 0.13% | −3,506−6.0% | Reduced |
| Qtron Investments LLC | 53,833 | $1.65M | 0.23% | +43+0.1% | Added |
| Vise Technologies, Inc. | 54,234 | $1.64M | 0.14% | +7,690+16.5% | Added |
| Yousif Capital Management, LLC | 53,672 | $1.63M | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 53,410 | $1.62M | 0.01% | +2,009+3.9% | Added |
| Assetmark, Inc | 51,938 | $1.57M | 0.00% | +5,974+13.0% | Added |
| Wolverine Trading, LLC | 48,769 | $1.49M | 0.03% | +16,192+49.7% | Added |
| Greenleaf Trust | 48,549 | $1.47M | 0.01% | +78+0.2% | Added |
| Atria Investments LLC | 47,817 | $1.45M | 0.02% | −11,848−19.9% | Reduced |
| Gator Capital Management, LLC | 47,600 | $1.44M | 0.55% | +47,600 | New |
| Commonwealth Equity Services, LLC | 47,580 | $1.44M | 0.00% | −3,255−6.4% | Reduced |
| Avantax Advisory Services, Inc. | 47,403 | $1.44M | 0.01% | +16,723+54.5% | Added |
| Kovitz Investment Group Partners, LLC | 47,029 | $1.43M | 0.01% | −742−1.6% | Reduced |
| Andra AP-fonden | 47,484 | $1.32M | 0.02% | −118,545−71.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 42,753 | $1.31M | 0.00% | +4,912+13.0% | Added |
| Credit Capital Investments LLC | 43,000 | $1.30M | 1.69% | −3,000−6.5% | Reduced |
| Schechter Investment Advisors, LLC | 41,420 | $1.26M | 0.10% | +221+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 41,040 | $1.24M | 0.00% | +11,204+37.6% | Added |
| Advisors Capital Management, LLC | 40,885 | $1.24M | 0.02% | +15,477+60.9% | Added |
| Advisor Group Holdings, Inc. | 40,731 | $1.23M | 0.00% | −5,608−12.1% | Reduced |
| GWM Advisors LLC | 40,505 | $1.23M | 0.01% | +2,685+7.1% | Added |
| Zhang Financial LLC | 40,211 | $1.22M | 0.07% | +5,571+16.1% | Added |
| Legacy Capital Group California, Inc. | 40,164 | $1.22M | 0.37% | −373−0.9% | Reduced |
| BTC Capital Management, Inc. | 40,389 | $1.22M | 0.11% | +2,898+7.7% | Added |
| Beverly Hills Private Wealth, LLC | 40,123 | $1.22M | 0.25% | +4,076+11.3% | Added |
| Baker Ellis Asset Management LLC | 39,900 | $1.21M | 0.18% | −1,700−4.1% | Reduced |
| Diversify Wealth Management, LLC | 37,054 | $1.20M | 0.09% | +5,994+19.3% | Added |
| Quadrant Capital Group LLC | 38,785 | $1.18M | 0.08% | +1,203+3.2% | Added |
| Rhumbline Advisers | 38,583 | $1.17M | 0.00% | −10,820−21.9% | Reduced |
| Snowden Capital Advisors LLC | 37,404 | $1.13M | 0.04% | −342−0.9% | Reduced |
| Ballentine Partners, LLC | 37,309 | $1.13M | 0.02% | +3,742+11.1% | Added |
| Park Avenue Securities LLC | 37,205 | $1.13M | 0.01% | +6,638+21.7% | Added |
| SOL Capital Management CO | 36,830 | $1.12M | 0.12% | 00.0% | Unchanged |
| Bailard, Inc. | 36,767 | $1.11M | 0.03% | +541+1.5% | Added |
| Transatlantique Private Wealth LLC | 36,436 | $1.11M | 0.42% | +1,241+3.5% | Added |
| Geode Capital Management, LLC | 36,420 | $1.10M | 0.00% | +36,420 | New |
| Sanctuary Advisors, LLC | 30,883 | $1.10M | 0.01% | −3,632−10.5% | Reduced |
| Atomi Financial Group, Inc. | 36,260 | $1.10M | 0.06% | +6,673+22.6% | Added |
| Lake Street Advisors Group, LLC | 36,239 | $1.10M | 0.05% | +811+2.3% | Added |
| AQR Capital Management LLC | 36,184 | $1.10M | 0.00% | +5,248+17.0% | Added |
| Sequoia Financial Advisors, LLC | 34,999 | $1.06M | 0.01% | +771+2.3% | Added |
| Kathmere Capital Management, LLC | 34,747 | $1.05M | 0.09% | +1,309+3.9% | Added |
| Private Advisor Group, LLC | 34,198 | $1.04M | 0.01% | −764−2.2% | Reduced |
| Gabelli Funds LLC | 34,000 | $1.03M | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 32,407 | $982.6K | 0.02% | +32,407 | New |
| Trivant Custom Portfolio Group, LLC | 32,061 | $972.1K | 0.57% | −859−2.6% | Reduced |
| Advisors Asset Management, Inc. | 30,739 | $932.0K | 0.02% | −857−2.7% | Reduced |
| Centennial Bank | 30,712 | $931.2K | 0.44% | −627−2.0% | Reduced |
| PEAK6 LLC | 30,031 | $910.5K | 0.04% | +30,031 | New |
| Evelyn Partners Investment Management LLP | 28,866 | $882.2K | 0.03% | +28,866 | New |
| Cullinan Associates Inc | 29,000 | $879.3K | 0.06% | 00.0% | Unchanged |
| Connable Office Inc | 28,804 | $873.3K | 0.09% | −548−1.9% | Reduced |
| Fox Run Management, L.L.C. | 28,788 | $872.9K | 0.16% | +28,788 | New |
| Ronald Blue Trust, Inc. | 28,397 | $861.0K | 0.01% | −9,756−25.6% | Reduced |
| Personal Cfo Solutions, LLC | 28,269 | $857.1K | 0.17% | −309−1.1% | Reduced |
| Evergreen Capital Management LLC | 27,951 | $847.5K | 0.03% | +3,634+14.9% | Added |
| Jefferies Financial Group Inc. | 27,858 | $845.4K | 0.01% | −7,613−21.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 26,628 | $832.7K | 0.01% | +5,680+27.1% | Added |
| First Hawaiian Bank | 27,114 | $822.1K | 0.03% | −864−3.1% | Reduced |
| Balyasny Asset Management LLC | 27,112 | $822.0K | 0.00% | +27,112 | New |
| Atlas Capital Advisors LLC | 26,894 | $815.4K | 0.10% | −3,424−11.3% | Reduced |
| JFS Wealth Advisors, LLC | 26,817 | $813.1K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 26,711 | $809.9K | 0.02% | +4,025+17.7% | Added |
| Net Worth Advisory Group | 26,662 | $808.4K | 0.25% | −448−1.7% | Reduced |
| Rehmann Capital Advisory Group | 26,474 | $802.7K | 0.05% | −538−2.0% | Reduced |
| Callan Family Office, LLC | 25,883 | $784.8K | 0.05% | +25,883 | New |
| Quantbot Technologies LP | 25,478 | $772.5K | 0.03% | −126,673−83.3% | Reduced |
| Walleye Capital LLC | 25,416 | $770.6K | 0.01% | −14,349−36.1% | Reduced |
| Coldstream Capital Management Inc | 24,891 | $754.7K | 0.02% | +28+0.1% | Added |
| Cresset Asset Management, LLC | 24,859 | $753.9K | 0.00% | −92,334−78.8% | Reduced |
| Greenwich Wealth Management LLC | 24,847 | $753.0K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 23,820 | $722.2K | 0.07% | +23,820 | New |
| Brucke Financial, Inc. | 20,356 | $721.0K | 0.62% | +20,356 | New |
| AdvisorShares Investments LLC | 23,545 | $713.9K | 0.14% | −4,460−15.9% | Reduced |
| Checchi Capital Advisers, LLC | 23,496 | $712.4K | 0.05% | +917+4.1% | Added |
| Janney Montgomery Scott LLC | 23,241 | $705.0K | 0.00% | −9,352−28.7% | Reduced |
| Verition Fund Management LLC | 22,958 | $696.1K | 0.00% | −8,256−26.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 22,591 | $685.0K | 0.18% | 00.0% | Unchanged |
| Callan Capital, LLC | 22,244 | $674.4K | 0.05% | +914+4.3% | Added |
| Liberty One Investment Management, LLC | 22,121 | $670.7K | 0.07% | −1,576−6.7% | Reduced |
| Jones Financial Companies LLLP | 22,023 | $667.7K | 0.00% | +12,939+142.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,307 | $646.0K | 0.00% | −351−1.6% | Reduced |
| British Columbia Investment Management Corp | 21,130 | $645.5K | 0.00% | +21,130 | New |
| Massachusetts Wealth Management | 21,080 | $639.1K | 0.39% | −2,000−8.7% | Reduced |
| United Capital Financial Advisers, LLC | 20,883 | $633.2K | 0.01% | −2,773−11.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 20,544 | $622.9K | 0.03% | +121+0.6% | Added |
| Mesirow Financial Investment Management, Inc. | 20,278 | $614.8K | 0.01% | +10,040+98.1% | Added |
| Simmons Bank | 19,460 | $590.0K | 0.04% | −5,309−21.4% | Reduced |
| Parallel Advisors, LLC | 19,129 | $580.0K | 0.01% | +2,305+13.7% | Added |
| Occudo Quantitative Strategies LP | 19,120 | $579.7K | 0.10% | −14,346−42.9% | Reduced |
| SkyView Investment Advisors, LLC | 18,628 | $565.0K | 0.09% | +18,628 | New |
| Ieq Capital, LLC | 18,528 | $561.8K | 0.01% | +1,192+6.9% | Added |
| Resources Investment Advisors, LLC. | 18,312 | $555.2K | 0.01% | +10,990+150.1% | Added |
| Solstein Capital, LLC | 17,834 | $544.2K | 0.30% | −162−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 17,913 | $543.1K | 0.01% | −1,141−6.0% | Reduced |