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, Q1 2025
Institutional positions in UBS Group AG as of Mar 31, 2025. 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
- 589
- +24 vs. Q4 2024
- Shares held
- 1.42B
- +13.1M (+0.9%) vs. Q4 2024
- Total value
- $43.1B
- +$477.4M (+1.1%) vs. Q4 2024
- New holders
- 72
- 228 more added
- Sold out
- 48
- 192 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 461,854 | $0 | 0.00% | +226,700+96.4% | Added |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 16 | $0 | 0.00% | +16 | New |
| Tortoise Investment Management, LLC | 3 | $92 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 8 | $246 | 0.00% | +8 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $276 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 10 | $306 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $398 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $613 | 0.00% | +20 | New |
| Abound Wealth Management | 28 | $858 | 0.00% | −19−40.4% | Reduced |
| Wood Tarver Financial Group, LLC | 32 | $981 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 35 | $1.07K | 0.00% | +35 | New |
| First Command Advisory Services, Inc. | 36 | $1.09K | 0.00% | +36 | New |
| Mattson Financial Services, LLC | 40 | $1.23K | 0.00% | +40 | New |
| AdvisorNet Financial, Inc | 47 | $1.44K | 0.00% | −100−68.0% | Reduced |
| Bogart Wealth, LLC | 55 | $1.69K | 0.00% | +7+14.6% | Added |
| UMA Financial Services, Inc. | 58 | $1.78K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 60 | $1.82K | 0.00% | +60 | New |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $1.99K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 50 | $2.00K | 0.00% | +50 | New |
| Kiker Wealth Management, LLC | 69 | $2.11K | 0.00% | +69 | New |
| Fortitude Family Office, LLC | 74 | $2.27K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $3.40K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 120 | $3.68K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 120 | $3.68K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 128 | $3.92K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 136 | $4.17K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 137 | $4.20K | 0.00% | +137 | New |
| CVA Family Office, LLC | 138 | $4.23K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 142 | $4.35K | 0.00% | +142 | New |
| South State Corp. | 150 | $4.59K | 0.00% | +150 | New |
| Whittier Trust Co | 152 | $4.66K | 0.00% | −10,000−98.5% | Reduced |
| ORG Wealth Partners, LLC | 170 | $5.16K | 0.00% | −11−6.1% | Reduced |
| Copeland Capital Management, LLC | 171 | $5.24K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 179 | $5.43K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 180 | $5.51K | 0.00% | +6+3.4% | Added |
| Frazier Financial Advisors, LLC | 183 | $5.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 187 | $5.73K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 189 | $5.79K | 0.00% | +163+626.9% | Added |
| Private Wealth Asset Management, LLC | 195 | $5.97K | 0.00% | +195 | New |
| MPWM Advisory Solutions, LLC | 200 | $6.13K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $6.13K | 0.00% | +49+32.5% | Added |
| FWL Investment Management, LLC | 219 | $6.71K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 219 | $6.71K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 224 | $6.86K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 227 | $6.95K | 0.00% | +97+74.6% | Added |
| Winch Advisory Services, LLC | 227 | $6.96K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 210 | $7.19K | 0.01% | +1+0.5% | Added |
| Arlington Trust Co LLC | 235 | $7.20K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 258 | $7.90K | 0.00% | +181+235.1% | Added |
| Penserra Capital Management LLC | 270 | $8.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $8.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 274 | $8.39K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 298 | $9.10K | 0.00% | +296+14,800.0% | Added |
| REAP Financial Group, LLC | 300 | $9.19K | 0.00% | +299+29,900.0% | Added |
| Transce3nd, LLC | 305 | $9.34K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 308 | $9.44K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 315 | $9.55K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 315 | $9.65K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 339 | $10.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 331 | $10.1K | 0.00% | +210+173.6% | Added |
| Pinnacle Bancorp, Inc. | 363 | $11.0K | 0.00% | −19−5.0% | Reduced |
| Montag A & Associates Inc | 366 | $11.2K | 0.00% | −48−11.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 378 | $11.6K | 0.00% | +378 | New |
| Bullock Wealth Management Group | 383 | $11.6K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 393 | $12.0K | 0.00% | +313+391.3% | Added |
| Global Financial Private Client, LLC | 399 | $12.2K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 400 | $12.3K | 0.01% | +400 | New |
| Cape Investment Advisory, Inc. | 406 | $12.4K | 0.00% | −118−22.5% | Reduced |
| Union Savings Bank | 410 | $12.6K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 427 | $13.1K | 0.01% | −100−19.0% | Reduced |
| Main Street Group, LTD | 442 | $13.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 464 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 460 | $14.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 466 | $14.3K | 0.00% | +466 | New |
| Cornerstone Planning Group LLC | 494 | $14.4K | 0.00% | +307+164.2% | Added |
| Gables Capital Management Inc. | 500 | $15.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $15.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 538 | $16.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 550 | $16.8K | 0.00% | +550 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 587 | $18.0K | 0.00% | +44+8.1% | Added |
| Clean Yield Group | 591 | $18.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 619 | $19.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 635 | $19.5K | 0.01% | +70+12.4% | Added |
| Private Trust Co NA | 677 | $20.6K | 0.00% | +190+39.0% | Added |
| Whipplewood Advisors, LLC | 72 | $21.9K | 0.01% | −644−89.9% | Reduced |
| Key Financial Inc | 773 | $23.7K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 798 | $24.4K | 0.01% | +798 | New |
| City Holding Co | 827 | $25.3K | 0.00% | +827 | New |
| GAMMA Investing LLC | 836 | $25.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 922 | $28.2K | 0.00% | +471+104.4% | Added |
| Grove Bank & Trust | 924 | $28.3K | 0.00% | +924 | New |
| McIlrath & Eck, LLC | 991 | $30.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $30.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $30.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,028 | $31.5K | 0.00% | +220+27.2% | Added |
| Barclays PLC | 1,112 | $34.1K | 0.00% | +1,007+959.0% | Added |