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 |
|---|---|---|---|---|---|
| Main Street Group, LTD | 442 | $13.4K | 0.00% | +442 | New |
| Montag A & Associates Inc | 414 | $12.6K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 410 | $12.4K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 399 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 383 | $11.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 382 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 339 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 315 | $9.55K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 315 | $9.55K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 308 | $9.34K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 305 | $9.25K | 0.00% | +305 | New |
| Pineridge Advisors LLC | 283 | $8.58K | 0.00% | +283 | New |
| Raffa Wealth Management, LLC | 274 | $8.31K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $8.19K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 270 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 235 | $7.13K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 227 | $6.89K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 224 | $6.79K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 209 | $6.78K | 0.01% | +209 | New |
| Cornerstone Planning Group LLC | 187 | $6.69K | 0.00% | +106+130.9% | Added |
| FWL Investment Management, LLC | 219 | $6.64K | 0.00% | +219 | New |
| Sierra Ocean, LLC | 219 | $6.64K | 0.01% | +219 | New |
| WR Wealth Planners, LLC | 218 | $6.61K | 0.00% | −3−1.4% | Reduced |
| MPWM Advisory Solutions, LLC | 200 | $6.06K | 0.00% | +200 | New |
| Plante Moran Financial Advisors, LLC | 197 | $5.97K | 0.00% | +197 | New |
| Bell Investment Advisors, Inc | 187 | $5.67K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 183 | $5.60K | 0.00% | −182−49.9% | Reduced |
| ORG Wealth Partners, LLC | 181 | $5.49K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 180 | $5.46K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 179 | $5.43K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 174 | $5.28K | 0.00% | −18−9.4% | Reduced |
| Copeland Capital Management, LLC | 171 | $5.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 151 | $4.58K | 0.00% | +13+9.4% | Added |
| AdvisorNet Financial, Inc | 147 | $4.46K | 0.00% | +100+212.8% | Added |
| Albion Financial Group | 141 | $4.28K | 0.00% | +141 | New |
| CVA Family Office, LLC | 138 | $4.18K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 136 | $4.12K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 130 | $3.94K | 0.00% | +89+217.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 128 | $3.88K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 120 | $3.67K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 121 | $3.67K | 0.00% | +121 | New |
| Provenance Wealth Advisors, LLC | 120 | $3.64K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $3.37K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 105 | $3.18K | 0.00% | +105 | New |
| Bank of Jackson Hole Trust | 100 | $3.03K | 0.00% | +100 | New |
| Park Place Capital Corp | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 95 | $2.88K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 80 | $2.43K | 0.00% | +80 | New |
| Colonial Trust Co | 79 | $2.42K | 0.00% | −1−1.3% | Reduced |
| Eastern Bank | 77 | $2.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 74 | $2.24K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $1.97K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 61 | $1.85K | 0.00% | +61 | New |
| UMA Financial Services, Inc. | 58 | $1.76K | 0.00% | +58 | New |
| Bogart Wealth, LLC | 48 | $1.46K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $1.43K | 0.00% | +4+9.3% | Added |
| Mendota Financial Group, LLC | 44 | $1.33K | 0.00% | −21−32.3% | Reduced |
| Creekmur Asset Management LLC | 36 | $1.09K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26 | $788 | 0.00% | −1,493−98.3% | Reduced |
| NBC Securities, Inc. | 17 | $519 | 0.05% | −17,125−99.9% | Reduced |
| High Note Wealth, LLC | 13 | $394 | 0.00% | +13 | New |
| Catherine Avery Investment Management LLC | 10 | $303 | 0.00% | +10 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $273 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $130 | 0.00% | +4 | New |
| Tucker Asset Management LLC | 4 | $121 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $91 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2 | $61 | 0.00% | +2 | New |
| REAP Financial Group, LLC | 1 | $15 | 0.00% | +1 | New |
| Forsta Ap-Fonden | 235,154 | $0 | 0.00% | −207,169−46.8% | Reduced |
| Covestor Ltd | 8 | $0 | 0.00% | +2+33.3% | Added |
| Financial Connections Group, Inc. | 22 | $0 | 0.00% | +22 | New |
| Wood Tarver Financial Group, LLC | 32 | $0 | 0.00% | +32 | New |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −720,210−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −413,250−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −287,938−100.0% | Sold out |
| Value Partners Investments Inc. | 0 | $0 | 0.00% | −260,881−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −252,246−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −198,887−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −186,544−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −151,529−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −98,850−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −102,700−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −101,962−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −100,025−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −76,254−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −72,106−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −56,701−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −56,012−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −44,917−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −33,293−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −24,436−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −23,445−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,534−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −17,890−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −18,053−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −15,292−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −11,711−100.0% | Sold out |