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 |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management Services Ltd | 8,169 | $249.7K | 0.04% | +8,169 | New |
| Blair William & Co | 7,976 | $241.8K | 0.00% | +823+11.5% | Added |
| Venturi Wealth Management, LLC | 7,904 | $239.7K | 0.01% | +174+2.3% | Added |
| Traveka Wealth, LLC | 7,854 | $238.1K | 0.13% | +72+0.9% | Added |
| Seven Mile Advisory | 7,839 | $237.7K | 0.15% | +241+3.2% | Added |
| Principal Street Partners, LLC | 7,808 | $236.7K | 0.05% | −6,241−44.4% | Reduced |
| OneAscent Financial Services LLC | 7,793 | $236.0K | 0.02% | +7,793 | New |
| Chicago Trust Co NA | 7,712 | $233.8K | 0.04% | −116−1.5% | Reduced |
| Park National Corp | 7,680 | $232.9K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,610 | $230.7K | 0.00% | +659+9.5% | Added |
| Financial Advocates Investment Management | 7,601 | $230.5K | 0.01% | −1,603−17.4% | Reduced |
| Central Pacific Bank - Trust Division | 7,600 | $230.4K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 7,453 | $226.0K | 0.00% | −825−10.0% | Reduced |
| Wrapmanager Inc | 7,347 | $222.8K | 0.06% | −428−5.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,346 | $222.7K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 7,306 | $222.0K | 0.00% | −41−0.6% | Reduced |
| Westover Capital Advisors, LLC | 7,300 | $221.3K | 0.05% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7,242 | $219.6K | 0.13% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,182 | $217.8K | 0.00% | +7,182 | New |
| First City Capital Management, Inc. | 7,159 | $217.1K | 0.12% | −5−0.1% | Reduced |
| SBI Securities Co., Ltd. | 7,040 | $213.5K | 0.01% | +7,040 | New |
| Custom Index Systems, LLC | 7,029 | $213.1K | 0.11% | +7,029 | New |
| Angeles Investment Advisors, LLC | 7,017 | $212.8K | 0.01% | −92−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 7,006 | $212.4K | 0.00% | +7,006 | New |
| RMR Wealth Builders | 6,980 | $211.6K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 6,949 | $210.7K | 0.03% | +6,949 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,945 | $210.6K | 0.01% | −67−1.0% | Reduced |
| Gryphon Financial Partners LLC | 6,882 | $208.7K | 0.03% | +6,882 | New |
| Empower Advisory Group, LLC | 6,853 | $207.8K | 0.00% | −300−4.2% | Reduced |
| Vista Wealth Management Group, LLC | 6,778 | $205.5K | 0.01% | +6,778 | New |
| SG Americas Securities, LLC | 6,514 | $198.0K | 0.00% | +6,514 | New |
| Allworth Financial LP | 5,528 | $191.7K | 0.00% | +334+6.4% | Added |
| Glen Eagle Advisors, LLC | 5,970 | $181.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,862 | $177.7K | 0.00% | −491−7.7% | Reduced |
| Hexagon Capital Partners LLC | 5,585 | $169.3K | 0.03% | +408+7.9% | Added |
| Massmutual Trust Co FSB | 5,226 | $158.5K | 0.00% | +978+23.0% | Added |
| IFP Advisors, Inc | 5,219 | $158.2K | 0.01% | +138+2.7% | Added |
| Independence Bank of Kentucky | 5,075 | $153.9K | 0.02% | +5,075 | New |
| Chesapeake Asset Management LLC | 4,950 | $150.1K | 0.14% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,894 | $148.4K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,366 | $132.4K | 0.01% | +121+2.9% | Added |
| Principal Securities, Inc. | 4,209 | $127.6K | 0.00% | −867−17.1% | Reduced |
| Golden State Wealth Management, LLC | 4,072 | $123.5K | 0.02% | +4,072 | New |
| Bruce G. Allen Investments, LLC | 3,876 | $117.5K | 0.10% | −119−3.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,810 | $116.6K | 0.00% | +1,463+62.3% | Added |
| Rothschild Investment LLC | 3,813 | $115.6K | 0.01% | +56+1.5% | Added |
| Umb Bank N A | 3,711 | $112.5K | 0.00% | +203+5.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,450 | $105.8K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,425 | $103.8K | 0.00% | −53,462−94.0% | Reduced |
| Creative Financial Designs Inc | 3,120 | $94.6K | 0.01% | +500+19.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,989 | $90.6K | 0.00% | +887+42.2% | Added |
| Rosenberg Matthew Hamilton | 2,624 | $79.6K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,564 | $77.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,535 | $76.9K | 0.10% | +2,535 | New |
| Hilltop National Bank | 2,509 | $76.1K | 0.02% | −64−2.5% | Reduced |
| Global Retirement Partners, LLC | 2,362 | $71.6K | 0.00% | +267+12.7% | Added |
| CIBC Private Wealth Group, LLC | 2,142 | $69.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,230 | $67.6K | 0.00% | +482+27.6% | Added |
| Harbour Investments, Inc. | 2,105 | $63.8K | 0.00% | −426−16.8% | Reduced |
| Activest Wealth Management | 2,000 | $61.2K | 0.02% | +183+10.1% | Added |
| Continuum Advisory, LLC | 2,009 | $60.9K | 0.01% | +477+31.1% | Added |
| Washington Trust Co | 1,952 | $59.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,915 | $58.1K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,578 | $54.7K | 0.00% | −277−14.9% | Reduced |
| Fifth Third Bancorp | 1,648 | $50.0K | 0.00% | −16,281−90.8% | Reduced |
| Mather Group, LLC. | 1,645 | $49.9K | 0.00% | +15+0.9% | Added |
| Parkside Financial Bank & Trust | 1,351 | $41.0K | 0.01% | −32−2.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,350 | $40.9K | 0.00% | +1,350 | New |
| Versant Capital Management, Inc | 1,315 | $39.9K | 0.01% | +1,315 | New |
| CKW Financial Group | 1,200 | $36.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,184 | $35.9K | 0.00% | +1,184 | New |
| Headlands Technologies LLC | 1,096 | $33.2K | 0.00% | +1,096 | New |
| Rakuten Securities, Inc. | 1,005 | $30.5K | 0.01% | +1,005 | New |
| Nisa Investment Advisors, LLC | 1,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 991 | $30.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 924 | $28.0K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 900 | $27.3K | 0.02% | +900 | New |
| GAMMA Investing LLC | 836 | $25.3K | 0.00% | +43+5.4% | Added |
| First Horizon Advisors, Inc. | 808 | $24.5K | 0.00% | −82−9.2% | Reduced |
| Key Financial Inc | 773 | $23.4K | 0.01% | +317+69.5% | Added |
| Kestra Investment Management, LLC | 745 | $22.6K | 0.00% | +745 | New |
| Rise Advisors, LLC | 725 | $22.0K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 716 | $21.7K | 0.01% | +716 | New |
| Financial Management Professionals, Inc. | 619 | $18.8K | 0.00% | +138+28.7% | Added |
| Federation des caisses Desjardins du Quebec | 605 | $18.3K | 0.00% | −827−57.8% | Reduced |
| Clean Yield Group | 591 | $17.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 565 | $17.1K | 0.00% | +140+32.9% | Added |
| Zions Bancorporation, N.A. | 550 | $16.7K | 0.00% | −141−20.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 543 | $16.5K | 0.00% | +359+195.1% | Added |
| Sound Income Strategies, LLC | 538 | $16.3K | 0.00% | −294−35.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 527 | $16.0K | 0.02% | +527 | New |
| Cape Investment Advisory, Inc. | 524 | $15.9K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $15.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $15.2K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 487 | $14.9K | 0.00% | +216+79.7% | Added |
| Private Trust Co NA | 487 | $14.9K | 0.00% | +487 | New |
| GW&K Investment Management, LLC | 464 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 460 | $13.9K | 0.01% | +460 | New |
| Huntington National Bank | 451 | $13.7K | 0.00% | −1,421−75.9% | Reduced |