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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 9,624 | $294.8K | 0.00% | +231+2.5% | Added |
| Calamos Wealth Management LLC | 9,695 | $297.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,820 | $300.8K | 0.00% | 00.0% | Unchanged |
| Covenant Partners, LLC | 9,908 | $303.5K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9,936 | $304.3K | 0.01% | +9,936 | New |
| Gryphon Financial Partners LLC | 9,966 | $305.3K | 0.04% | +3,084+44.8% | Added |
| Hilltop Holdings Inc. | 10,090 | $307.1K | 0.02% | −306−2.9% | Reduced |
| Claro Advisors LLC | 10,733 | $328.7K | 0.04% | +559+5.5% | Added |
| Drive Wealth Management, LLC | 10,765 | $329.7K | 0.08% | −271−2.5% | Reduced |
| Guggenheim Capital LLC | 10,809 | $331.1K | 0.00% | +10,809 | New |
| Stephens Inc | 10,890 | $333.6K | 0.00% | +458+4.4% | Added |
| Sage Mountain Advisors LLC | 10,910 | $334.2K | 0.02% | −25−0.2% | Reduced |
| Bryn Mawr Trust Co | 10,926 | $334.7K | 0.01% | −689−5.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 10,940 | $335.1K | 0.01% | +7,515+219.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,968 | $335.9K | 0.05% | +1,380+14.4% | Added |
| Mountain Hill Investment Partners Corp. | 11,000 | $336.9K | 0.33% | 00.0% | Unchanged |
| Investors Research Corp | 11,118 | $340.5K | 0.07% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 11,163 | $341.9K | 0.05% | −23−0.2% | Reduced |
| American Trust Investment Advisors, LLC | 11,295 | $346.0K | 0.14% | −45−0.4% | Reduced |
| Eqis Capital Management, Inc. | 11,421 | $349.8K | 0.03% | −1,502−11.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 11,540 | $353.5K | 0.01% | −8,738−43.1% | Reduced |
| M.E. Allison & Co., Inc. | 11,660 | $357.1K | 0.35% | 00.0% | Unchanged |
| Synovus Financial Corp | 11,684 | $357.9K | 0.00% | +543+4.9% | Added |
| Boston Private Wealth LLC | 11,807 | $361.6K | 0.01% | −2,491−17.4% | Reduced |
| Clear Street Markets LLC | 11,901 | $364.5K | 0.25% | +11,901 | New |
| Lindbrook Capital, LLC | 12,069 | $369.7K | 0.03% | +822+7.3% | Added |
| Allianz SE | 12,312 | $373.9K | 0.01% | +380+3.2% | Added |
| Leuthold Group, LLC | 12,323 | $377.5K | 0.05% | −419−3.3% | Reduced |
| Stonegate Investment Group, LLC | 12,348 | $378.2K | 0.01% | −3,108−20.1% | Reduced |
| First National Bank of Hutchinson | 12,384 | $379.3K | 0.25% | +367+3.1% | Added |
| Legacy Financial Advisors, Inc. | 12,496 | $382.8K | 0.06% | +1,877+17.7% | Added |
| Perigon Wealth Management, LLC | 12,509 | $383.2K | 0.01% | +602+5.1% | Added |
| Dakota Wealth Management | 12,522 | $383.6K | 0.01% | −687−5.2% | Reduced |
| Mission Wealth Management, LP | 12,583 | $385.4K | 0.01% | −290−2.3% | Reduced |
| Smartleaf Asset Management LLC | 12,468 | $393.5K | 0.04% | +2,796+28.9% | Added |
| British Columbia Investment Management Corp | 13,019 | $395.7K | 0.00% | −8,111−38.4% | Reduced |
| Barometer Capital Management Inc. | 13,489 | $400.4K | 0.15% | +2,600+23.9% | Added |
| Aprio Wealth Management, LLC | 13,088 | $400.9K | 0.05% | +1,705+15.0% | Added |
| TD Waterhouse Canada Inc. | 13,243 | $401.9K | 0.00% | +745+6.0% | Added |
| Seed Wealth Management, Inc. | 13,135 | $402.3K | 0.33% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 13,141 | $402.5K | 0.00% | −89−0.7% | Reduced |
| Cordatus Wealth Management LLC | 13,290 | $407.0K | 0.11% | +13,290 | New |
| FDx Advisors, Inc. | 13,379 | $410.0K | 0.13% | −442−3.2% | Reduced |
| Studio Investment Management LLC | 13,390 | $410.1K | 0.08% | −1,946−12.7% | Reduced |
| Spire Wealth Management | 13,401 | $410.5K | 0.01% | +210+1.6% | Added |
| Diversify Advisory Services, LLC | 13,623 | $415.7K | 0.03% | +1,428+11.7% | Added |
| Optas, LLC | 13,606 | $416.8K | 0.07% | +224+1.7% | Added |
| Sivia Capital Partners, LLC | 13,661 | $418.4K | 0.20% | +501+3.8% | Added |
| Colony Group, LLC | 14,111 | $432.2K | 0.00% | +1,141+8.8% | Added |
| Davenport & Co LLC | 14,254 | $436.6K | 0.00% | −2,701−15.9% | Reduced |
| Bridgewater Advisors Inc. | 14,498 | $442.3K | 0.04% | +219+1.5% | Added |
| Centiva Capital, LP | 14,593 | $447.0K | 0.03% | +14,593 | New |
| Sax Wealth Advisors, LLC | 14,636 | $448.3K | 0.03% | +3,375+30.0% | Added |
| Syon Capital LLC | 14,887 | $456.0K | 0.04% | −868−5.5% | Reduced |
| Klingenstein Fields & Co LP | 14,930 | $457.3K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14,946 | $457.8K | 0.01% | +1,891+14.5% | Added |
| Bleakley Financial Group, LLC | 15,076 | $461.8K | 0.01% | +3,074+25.6% | Added |
| HAP Trading, LLC | 15,102 | $462.6K | 0.16% | +15,102 | New |
| Brown Brothers Harriman & Co | 15,230 | $466.5K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 15,233 | $466.6K | 0.02% | +4,620+43.5% | Added |
| Gradient Investments LLC | 15,315 | $469.1K | 0.01% | +433+2.9% | Added |
| Sage Rhino Capital LLC | 15,421 | $472.3K | 0.11% | −40−0.3% | Reduced |
| Clearstead Advisors, LLC | 15,611 | $478.2K | 0.01% | +30+0.2% | Added |
| Oddo BHF Asset Management SAS | 18,000 | $483.7K | 0.02% | +5,339+42.2% | Added |
| Thoroughbred Financial Services, LLC | 15,966 | $489.0K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 16,376 | $501.6K | 0.04% | −3,084−15.8% | Reduced |
| Versant Capital Management, Inc | 16,383 | $501.8K | 0.08% | +15,068+1,145.9% | Added |
| Gallacher Capital Management LLC | 16,570 | $507.5K | 0.25% | +537+3.3% | Added |
| NBC Securities, Inc. | 16,686 | $511.0K | 0.04% | +16,669+98,052.9% | Added |
| Warren Averett Asset Management, LLC | 16,870 | $516.7K | 0.01% | −750−4.3% | Reduced |
| Sagespring Wealth Partners, LLC | 16,954 | $519.3K | 0.01% | +1,030+6.5% | Added |
| Two Sigma Advisers, LP | 16,956 | $519.4K | 0.00% | −75,430−81.6% | Reduced |
| Oppenheimer Asset Management Inc. | 17,227 | $527.7K | 0.01% | −686−3.8% | Reduced |
| Custom Index Systems, LLC | 17,246 | $528.2K | 0.27% | +10,217+145.4% | Added |
| Thrivent Financial for Lutherans | 16,302 | $531.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,564 | $538.0K | 0.00% | −5,677−24.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 17,691 | $541.9K | 0.02% | +3,536+25.0% | Added |
| Solstein Capital, LLC | 17,834 | $543.0K | 0.32% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 17,744 | $543.5K | 0.02% | +5,807+48.6% | Added |
| Parallel Advisors, LLC | 18,037 | $552.5K | 0.01% | −1,092−5.7% | Reduced |
| Prospera Financial Services Inc | 18,124 | $555.1K | 0.01% | +18,124 | New |
| Resources Investment Advisors, LLC. | 18,262 | $559.4K | 0.01% | −50−0.3% | Reduced |
| PDS Planning, Inc | 18,564 | $568.6K | 0.05% | +1,008+5.7% | Added |
| Ieq Capital, LLC | 19,064 | $583.9K | 0.00% | +536+2.9% | Added |
| ICONIQ Capital, LLC | 19,399 | $594.2K | 0.01% | +6,581+51.3% | Added |
| Brucke Financial, Inc. | 19,678 | $594.9K | 0.52% | −678−3.3% | Reduced |
| SkyView Investment Advisors, LLC | 19,747 | $605.0K | 0.09% | +1,119+6.0% | Added |
| Cresset Asset Management, LLC | 19,780 | $605.7K | 0.00% | −5,079−20.4% | Reduced |
| CenterStar Asset Management, LLC | 19,805 | $607.5K | 0.87% | +19,805 | New |
| Corient IA LLC | 20,000 | $612.6K | 0.44% | +20,000 | New |
| Cambridge Investment Research Advisors, Inc. | 20,539 | $629.0K | 0.00% | −768−3.6% | Reduced |
| Assetmark, Inc | 20,683 | $633.5K | 0.00% | −31,255−60.2% | Reduced |
| Belpointe Asset Management LLC | 20,850 | $638.6K | 0.03% | +20,850 | New |
| Fortis Capital Advisors, LLC | 20,850 | $638.6K | 0.13% | +20,850 | New |
| Dorsey & Whitney Trust CO LLC | 20,902 | $640.2K | 0.04% | +358+1.7% | Added |
| Massachusetts Wealth Management | 21,080 | $645.7K | 0.44% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 21,378 | $654.8K | 0.07% | −743−3.4% | Reduced |
| Pinnacle Associates Ltd | 21,433 | $656.5K | 0.01% | +11,710+120.4% | Added |
| United Capital Financial Advisers, LLC | 21,459 | $657.3K | 0.01% | +576+2.8% | Added |
| Walleye Trading LLC | 22,087 | $676.5K | 0.02% | −10,320−31.8% | Reduced |