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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 1,177 | $36.1K | 0.00% | −471−28.6% | Reduced |
| Quarry LP | 1,218 | $37.0K | 0.01% | +1,218 | New |
| Berbice Capital Management LLC | 1,300 | $39.8K | 0.03% | +400+44.4% | Added |
| Washington Trust Co | 1,374 | $42.1K | 0.00% | −578−29.6% | Reduced |
| Rakuten Securities, Inc. | 1,466 | $44.9K | 0.02% | +461+45.9% | Added |
| Geneos Wealth Management Inc. | 1,497 | $45.9K | 0.00% | +573+62.0% | Added |
| Mather Group, LLC. | 1,630 | $49.9K | 0.00% | −15−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,716 | $52.4K | 0.00% | +1,111+183.6% | Added |
| Parkside Financial Bank & Trust | 1,741 | $53.3K | 0.01% | +390+28.9% | Added |
| Continuum Advisory, LLC | 1,826 | $55.9K | 0.01% | −183−9.1% | Reduced |
| TD Private Client Wealth LLC | 1,901 | $58.2K | 0.00% | −10,867−85.1% | Reduced |
| Activest Wealth Management | 2,000 | $60.7K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,105 | $64.5K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,110 | $64.6K | 0.02% | +2,110 | New |
| CIBC Private Wealth Group, LLC | 2,669 | $69.7K | 0.00% | +527+24.6% | Added |
| Sandy Spring Bank | 2,564 | $78.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,624 | $80.4K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,653 | $80.5K | 0.00% | +423+19.0% | Added |
| Cloud Capital Management, LLC | 2,690 | $82.0K | 0.06% | +2,690 | New |
| Park Place Capital Corp | 2,700 | $82.7K | 0.02% | +2,601+2,627.3% | Added |
| Bruce G. Allen Investments, LLC | 2,752 | $84.3K | 0.07% | −1,124−29.0% | Reduced |
| Creative Financial Designs Inc | 2,864 | $87.7K | 0.01% | −256−8.2% | Reduced |
| Wayfinding Financial, LLC | 3,292 | $100.0K | 0.04% | +3,292 | New |
| Rothschild Investment LLC | 3,802 | $116.5K | 0.01% | −11−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,992 | $122.3K | 0.00% | +1,003+33.6% | Added |
| Umb Bank N A | 4,046 | $123.9K | 0.00% | +335+9.0% | Added |
| Golden State Wealth Management, LLC | 4,072 | $124.7K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,100 | $125.1K | 0.04% | +650+18.8% | Added |
| Principal Securities, Inc. | 4,296 | $130.3K | 0.00% | +87+2.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,518 | $137.2K | 0.00% | +708+18.6% | Added |
| Banque Transatlantique SA | 4,847 | $147.4K | 0.00% | +4,847 | New |
| SRS Capital Advisors, Inc. | 4,848 | $148.5K | 0.01% | +482+11.0% | Added |
| Financial Perspectives, Inc | 4,894 | $149.9K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5,100 | $155.0K | 0.02% | +25+0.5% | Added |
| Hexagon Capital Partners LLC | 5,331 | $163.3K | 0.03% | −254−4.5% | Reduced |
| IFP Advisors, Inc | 5,470 | $167.5K | 0.01% | +251+4.8% | Added |
| Cheviot Value Management, LLC | 5,578 | $171.6K | 0.02% | +5,578 | New |
| Glen Eagle Advisors, LLC | 5,689 | $174.3K | 0.03% | −281−4.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 6,044 | $185.1K | 0.10% | +6,044 | New |
| Massmutual Trust Co FSB | 6,236 | $191.0K | 0.01% | +1,010+19.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,597 | $202.1K | 0.01% | −348−5.0% | Reduced |
| Central Pacific Bank - Trust Division | 6,600 | $202.2K | 0.03% | −1,000−13.2% | Reduced |
| Diametric Capital, LP | 6,638 | $203.3K | 0.24% | +6,638 | New |
| Logan Capital Management Inc | 6,666 | $204.2K | 0.01% | −82,839−92.6% | Reduced |
| Vista Wealth Management Group, LLC | 6,752 | $206.8K | 0.01% | −26−0.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,798 | $208.2K | 0.00% | −2,077−23.4% | Reduced |
| CWM, LLC | 6,872 | $210.0K | 0.00% | −434−5.9% | Reduced |
| First City Capital Management, Inc. | 6,878 | $210.7K | 0.13% | −281−3.9% | Reduced |
| Genus Capital Management Inc. | 6,930 | $212.3K | 0.03% | +6,930 | New |
| Keybank National Association | 6,969 | $213.5K | 0.00% | −484−6.5% | Reduced |
| RMR Wealth Builders | 6,980 | $213.8K | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,077 | $216.1K | 0.01% | +7,077 | New |
| Prime Capital Investment Advisors, LLC | 7,100 | $217.5K | 0.00% | +7,100 | New |
| Brown Miller Wealth Management, LLC | 7,159 | $219.3K | 0.08% | −1,782−19.9% | Reduced |
| Beacon Pointe Advisors, LLC | 7,238 | $221.7K | 0.00% | +232+3.3% | Added |
| Cromwell Holdings LLC | 7,242 | $221.8K | 0.14% | 00.0% | Unchanged |
| Park National Corp | 7,245 | $221.9K | 0.01% | −435−5.7% | Reduced |
| SBI Securities Co., Ltd. | 7,279 | $223.0K | 0.01% | +239+3.4% | Added |
| Empower Advisory Group, LLC | 7,309 | $223.9K | 0.00% | +456+6.7% | Added |
| Merit Financial Group, LLC | 7,403 | $226.8K | 0.00% | +7,403 | New |
| HighPoint Advisor Group LLC | 7,441 | $227.0K | 0.01% | −192−2.5% | Reduced |
| Summit Trail Advisors, LLC | 7,420 | $227.3K | 0.01% | +7,420 | New |
| Kingsview Wealth Management, LLC | 7,423 | $227.4K | 0.00% | +241+3.4% | Added |
| Financial Advocates Investment Management | 7,582 | $232.2K | 0.02% | −19−0.2% | Reduced |
| Seven Mile Advisory | 7,657 | $234.5K | 0.16% | −182−2.3% | Reduced |
| Principal Street Partners, LLC | 7,808 | $239.2K | 0.04% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 7,833 | $239.9K | 0.05% | +533+7.3% | Added |
| Allworth Financial LP | 8,134 | $242.5K | 0.00% | +2,606+47.1% | Added |
| Virtu Financial LLC | 8,011 | $245.0K | 0.01% | +8,011 | New |
| Evelyn Partners Investment Management Services Ltd | 8,100 | $246.1K | 0.04% | −69−0.8% | Reduced |
| Werba Rubin Papier Wealth Management | 8,053 | $246.7K | 0.05% | −1,332−14.2% | Reduced |
| OneAscent Financial Services LLC | 8,138 | $247.0K | 0.02% | +345+4.4% | Added |
| Venturi Wealth Management, LLC | 8,088 | $247.7K | 0.01% | +184+2.3% | Added |
| GeoWealth Management, LLC | 8,106 | $248.3K | 0.01% | −518−6.0% | Reduced |
| Commerce Bank | 8,200 | $251.2K | 0.00% | −640−7.2% | Reduced |
| Simon Quick Advisors, LLC | 8,210 | $251.5K | 0.01% | +8,210 | New |
| Nomura Holdings Inc | 8,220 | $251.8K | 0.00% | +8,220 | New |
| Fiduciary Trust Co | 8,222 | $251.8K | 0.00% | −924−10.1% | Reduced |
| Wedmont Private Capital | 9,094 | $258.6K | 0.01% | −179−1.9% | Reduced |
| Oppenheimer & Co Inc | 8,472 | $259.5K | 0.00% | −45−0.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,527 | $261.2K | 0.02% | +1,181+16.1% | Added |
| Columbia Asset Management | 8,552 | $261.9K | 0.05% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,572 | $262.6K | 0.05% | +860+11.2% | Added |
| Traveka Wealth, LLC | 8,590 | $263.1K | 0.15% | +736+9.4% | Added |
| SG Americas Securities, LLC | 8,694 | $266.0K | 0.00% | +2,180+33.5% | Added |
| Compton Wealth Advisory Group, LLC | 8,780 | $268.9K | 0.07% | −13,811−61.1% | Reduced |
| Pictet & Cie (Europe) SA | 8,949 | $271.8K | 0.01% | −1,260−12.3% | Reduced |
| Shilanski & Associates, Inc. | 8,898 | $272.5K | 0.09% | −774−8.0% | Reduced |
| Zhang Financial LLC | 8,927 | $273.4K | 0.01% | −31,284−77.8% | Reduced |
| Citizens Financial Group Inc | 8,936 | $273.7K | 0.01% | +8,936 | New |
| Lido Advisors, LLC | 9,043 | $277.0K | 0.00% | +9,043 | New |
| Journey Strategic Wealth LLC | 9,122 | $279.4K | 0.01% | +9,122 | New |
| Keel Point, LLC | 9,142 | $279.4K | 0.02% | −85−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 9,149 | $280.2K | 0.01% | +9,149 | New |
| Five Oceans Advisors | 9,293 | $284.6K | 0.14% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 9,341 | $286.1K | 0.02% | −452−4.6% | Reduced |
| Blair William & Co | 9,441 | $289.2K | 0.00% | +1,465+18.4% | Added |
| West Family Investments, Inc. | 9,534 | $292.0K | 0.11% | −3,907−29.1% | Reduced |
| EverSource Wealth Advisors, LLC | 9,555 | $292.7K | 0.02% | −5,560−36.8% | Reduced |
| Impact Capital Partners LLC | 9,600 | $294.0K | 0.11% | +62+0.7% | Added |