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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 17,909 | $543.0K | 0.04% | −850−4.5% | Reduced |
| Warren Averett Asset Management, LLC | 17,620 | $534.2K | 0.01% | +17,620 | New |
| PDS Planning, Inc | 17,556 | $532.3K | 0.05% | +1,101+6.7% | Added |
| Thrivent Financial for Lutherans | 16,302 | $531.0K | 0.00% | +527+3.3% | Added |
| Davenport & Co LLC | 16,955 | $514.1K | 0.00% | −1,034−5.7% | Reduced |
| Credit Industriel Et Commercial | 17,573 | $487.3K | 0.13% | +17,573 | New |
| Gallacher Capital Management LLC | 16,033 | $486.1K | 0.24% | +416+2.7% | Added |
| Rockefeller Capital Management L.P. | 15,999 | $485.1K | 0.00% | +3,166+24.7% | Added |
| Thoroughbred Financial Services, LLC | 15,966 | $484.0K | 0.03% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 15,924 | $482.8K | 0.01% | +15,924 | New |
| Syon Capital LLC | 15,755 | $477.7K | 0.04% | −43,764−73.5% | Reduced |
| Carlson Capital L P | 15,700 | $476.0K | 0.28% | +15,700 | New |
| Clearstead Advisors, LLC | 15,581 | $472.4K | 0.01% | −2,842−15.4% | Reduced |
| Sage Rhino Capital LLC | 15,461 | $468.8K | 0.10% | −409−2.6% | Reduced |
| Stonegate Investment Group, LLC | 15,456 | $468.6K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 15,336 | $465.0K | 0.10% | −220−1.4% | Reduced |
| Brown Brothers Harriman & Co | 15,230 | $461.8K | 0.00% | +15,000+6,521.7% | Added |
| Bridgewater Advisors Inc. | 14,279 | $459.9K | 0.05% | +13+0.1% | Added |
| EverSource Wealth Advisors, LLC | 15,115 | $458.3K | 0.03% | +8,773+138.3% | Added |
| Klingenstein Fields & Co LP | 14,930 | $452.7K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 14,882 | $451.2K | 0.01% | −1,107−6.9% | Reduced |
| Strategic Global Advisors, LLC | 14,395 | $436.5K | 0.08% | +14,395 | New |
| Boston Private Wealth LLC | 14,298 | $433.5K | 0.01% | +14,298 | New |
| National Asset Management, Inc. | 14,214 | $431.0K | 0.01% | −1,157−7.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,155 | $429.2K | 0.01% | +4,675+49.3% | Added |
| Macquarie Group Ltd | 14,000 | $427.7K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 13,821 | $419.0K | 0.12% | −799−5.5% | Reduced |
| West Family Investments, Inc. | 13,441 | $407.5K | 0.14% | −96−0.7% | Reduced |
| Optas, LLC | 13,382 | $405.7K | 0.09% | +3,418+34.3% | Added |
| HB Wealth Management, LLC | 13,230 | $401.1K | 0.00% | +6,577+98.9% | Added |
| Dakota Wealth Management | 13,209 | $400.5K | 0.01% | −361−2.7% | Reduced |
| Spire Wealth Management | 13,191 | $399.9K | 0.01% | −383−2.8% | Reduced |
| Sivia Capital Partners, LLC | 13,160 | $399.0K | 0.20% | −234−1.7% | Reduced |
| Seed Wealth Management, Inc. | 13,135 | $398.3K | 0.32% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 13,055 | $395.8K | 0.01% | −16,838−56.3% | Reduced |
| Perigon Wealth Management, LLC | 11,907 | $394.7K | 0.01% | +754+6.8% | Added |
| Diversify Advisory Services, LLC | 12,195 | $394.0K | 0.02% | +2,329+23.6% | Added |
| Colony Group, LLC | 12,970 | $393.3K | 0.00% | +3,100+31.4% | Added |
| Eqis Capital Management, Inc. | 12,923 | $391.8K | 0.03% | −718−5.3% | Reduced |
| Mission Wealth Management, LP | 12,873 | $390.3K | 0.01% | +1,622+14.4% | Added |
| ICONIQ Capital, LLC | 12,818 | $388.6K | 0.01% | +12,818 | New |
| swisspartners Advisors Ltd | 14,000 | $388.2K | 0.42% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12,768 | $387.1K | 0.01% | −45−0.4% | Reduced |
| Leuthold Group, LLC | 12,742 | $386.3K | 0.05% | −315−2.4% | Reduced |
| TD Waterhouse Canada Inc. | 12,498 | $379.1K | 0.00% | −35−0.3% | Reduced |
| 44 Wealth Management LLC | 12,450 | $377.5K | 0.15% | −764−5.8% | Reduced |
| New Vernon Capital Holdings II LLC | 12,114 | $367.3K | 0.25% | −2,653−18.0% | Reduced |
| Squarepoint Ops LLC | 12,092 | $366.6K | 0.00% | −17,976−59.8% | Reduced |
| Allianz SE | 11,932 | $364.9K | 0.01% | +389+3.4% | Added |
| First National Bank of Hutchinson | 12,017 | $364.4K | 0.22% | −112−0.9% | Reduced |
| Bleakley Financial Group, LLC | 12,002 | $363.9K | 0.01% | +41+0.3% | Added |
| CAPROCK Group, Inc. | 11,937 | $362.0K | 0.01% | +1,261+11.8% | Added |
| M.E. Allison & Co., Inc. | 11,660 | $353.5K | 0.39% | +11,660 | New |
| Bryn Mawr Trust Co | 11,615 | $352.2K | 0.01% | −190−1.6% | Reduced |
| Oddo BHF Asset Management SAS | 12,661 | $351.1K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 11,383 | $345.1K | 0.05% | +1,785+18.6% | Added |
| American Trust Investment Advisors, LLC | 11,340 | $343.8K | 0.14% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,261 | $341.4K | 0.03% | −1,582−12.3% | Reduced |
| Lindbrook Capital, LLC | 11,247 | $341.0K | 0.03% | +345+3.2% | Added |
| D'Orazio & Associates, Inc. | 11,186 | $339.2K | 0.05% | −8−0.1% | Reduced |
| Synovus Financial Corp | 11,141 | $337.8K | 0.00% | −96−0.9% | Reduced |
| Investors Research Corp | 11,118 | $337.1K | 0.07% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 11,036 | $334.6K | 0.08% | −128−1.1% | Reduced |
| Mountain Hill Investment Partners Corp. | 11,000 | $333.5K | 0.34% | +11,000 | New |
| Sage Mountain Advisors LLC | 10,935 | $331.5K | 0.02% | −31−0.3% | Reduced |
| Sowell Financial Services LLC | 10,713 | $324.8K | 0.02% | −770−6.7% | Reduced |
| Legacy Financial Advisors, Inc. | 10,619 | $322.0K | 0.05% | +10,619 | New |
| Ascent Group, LLC | 10,613 | $321.8K | 0.02% | +105+1.0% | Added |
| Barometer Capital Management Inc. | 10,889 | $321.7K | 0.13% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,396 | $317.0K | 0.02% | −32−0.3% | Reduced |
| Stephens Inc | 10,432 | $316.3K | 0.00% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 10,209 | $312.4K | 0.01% | 00.0% | Unchanged |
| Scientech Research LLC | 10,288 | $311.9K | 0.09% | +10,288 | New |
| Claro Advisors LLC | 10,174 | $308.5K | 0.04% | −540−5.0% | Reduced |
| Whittier Trust Co | 10,152 | $307.7K | 0.00% | 00.0% | Unchanged |
| Covenant Partners, LLC | 9,908 | $300.4K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,273 | $299.6K | 0.02% | +100+1.1% | Added |
| D.A. Davidson & Co. | 9,820 | $297.7K | 0.00% | +70+0.7% | Added |
| Knights of Columbus Asset Advisors LLC | 9,793 | $296.9K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 9,672 | $296.0K | 0.03% | +6,269+184.2% | Added |
| Pinnacle Associates Ltd | 9,723 | $294.8K | 0.00% | −3,400−25.9% | Reduced |
| Calamos Wealth Management LLC | 9,695 | $294.0K | 0.01% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 9,672 | $293.3K | 0.09% | −721−6.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,588 | $290.7K | 0.04% | −2,623−21.5% | Reduced |
| Impact Capital Partners LLC | 9,538 | $289.2K | 0.10% | +9,538 | New |
| Millennium Management LLC | 9,480 | $287.4K | 0.00% | +9,480 | New |
| BNP Paribas Arbitrage, SA | 9,393 | $284.8K | 0.00% | −66,501−87.6% | Reduced |
| Werba Rubin Papier Wealth Management | 9,385 | $284.6K | 0.07% | +30.0% | Added |
| Five Oceans Advisors | 9,293 | $281.8K | 0.13% | +468+5.3% | Added |
| Keel Point, LLC | 9,227 | $279.8K | 0.02% | +389+4.4% | Added |
| Fiduciary Trust Co | 9,146 | $277.3K | 0.00% | +1,072+13.3% | Added |
| Nebula Research & Development LLC | 9,098 | $275.9K | 0.03% | +563+6.6% | Added |
| Brown Miller Wealth Management, LLC | 8,941 | $271.1K | 0.10% | +8,941 | New |
| Cullen/Frost Bankers, Inc. | 8,875 | $269.1K | 0.00% | −206−2.3% | Reduced |
| Commerce Bank | 8,840 | $268.0K | 0.00% | −438−4.7% | Reduced |
| Kestra Private Wealth Services, LLC | 8,674 | $263.0K | 0.00% | −294−3.3% | Reduced |
| GeoWealth Management, LLC | 8,624 | $261.5K | 0.01% | +3,683+74.5% | Added |
| Columbia Asset Management | 8,552 | $259.3K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,517 | $258.2K | 0.00% | −1,262−12.9% | Reduced |
| HighPoint Advisor Group LLC | 7,633 | $253.1K | 0.01% | +349+4.8% | Added |