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; 767 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.
Q1 2025 vs. Q4 2024
How the institutions holding UBS Group AG changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 574 | 9 | 589 | +24 |
| Shares | 1.41B | 12.1M | 1.42B | +13.1M (+0.9%) |
| Value | $43.0B | $370.3M | $43.1B | +$477.4M (+1.1%) |
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (72)
Institutions that held UBS Group AG at the end of Q1 2025 but not at the end of Q4 2024.
Sold out (48)
Institutions that held UBS Group AG at the end of Q4 2024 and filed for Q1 2025 without it.
Not filed for Q1 2025 yet (9)
Institutions that held UBS Group AG at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 11,891,970 | $363.3M |
| Wetherby Asset Management Inc | 135,861 | $4.12M |
| Vise Technologies, Inc. | 54,234 | $1.64M |
| Lake Street Advisors Group, LLC | 36,239 | $1.10M |
| Hilltop National Bank | 2,509 | $76.1K |
| Global Retirement Partners, LLC | 2,362 | $71.6K |
| Zions Bancorporation, N.A. | 550 | $16.7K |
| WR Wealth Planners, LLC | 218 | $6.61K |
| Oliver Lagore Vanvalin Investment Group | 180 | $5.46K |