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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 22,275 | $682.3K | 0.04% | −4,199−15.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,384 | $685.6K | 0.00% | −31,026−58.1% | Reduced |
| Future Fund LLC | 22,474 | $688.4K | 0.88% | +22,474 | New |
| Callan Family Office, LLC | 22,753 | $696.9K | 0.05% | −3,130−12.1% | Reduced |
| Main Street Financial Solutions, LLC | 23,270 | $712.8K | 0.06% | −550−2.3% | Reduced |
| Clarius Group, LLC | 24,028 | $735.1K | 0.05% | +6,119+34.2% | Added |
| Private Advisor Group, LLC | 24,297 | $744.2K | 0.00% | −9,901−29.0% | Reduced |
| Net Worth Advisory Group | 24,820 | $760.2K | 0.24% | −1,842−6.9% | Reduced |
| Greenwich Wealth Management LLC | 24,847 | $761.0K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 24,882 | $762.1K | 0.02% | +19,020+324.5% | Added |
| Rockefeller Capital Management L.P. | 25,129 | $769.7K | 0.00% | +9,130+57.1% | Added |
| Checchi Capital Advisers, LLC | 25,292 | $774.7K | 0.05% | +1,796+7.6% | Added |
| JFS Wealth Advisors, LLC | 25,692 | $786.9K | 0.05% | −1,125−4.2% | Reduced |
| Callan Capital, LLC | 25,867 | $792.3K | 0.06% | +3,623+16.3% | Added |
| Coldstream Capital Management Inc | 25,889 | $793.0K | 0.02% | +998+4.0% | Added |
| Ethic Inc. | 26,687 | $810.0K | 0.02% | −24−0.1% | Reduced |
| Sanctuary Advisors, LLC | 26,814 | $821.3K | 0.01% | −4,069−13.2% | Reduced |
| Atlas Capital Advisors LLC | 26,894 | $823.8K | 0.10% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 27,046 | $828.5K | 0.00% | −13,685−33.6% | Reduced |
| Connable Office Inc | 27,293 | $836.0K | 0.09% | −1,511−5.2% | Reduced |
| Personal Cfo Solutions, LLC | 27,504 | $842.5K | 0.17% | −765−2.7% | Reduced |
| Advisors Asset Management, Inc. | 27,838 | $852.7K | 0.02% | −2,901−9.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 27,145 | $856.5K | 0.01% | +517+1.9% | Added |
| Evelyn Partners Investment Management LLP | 28,866 | $877.2K | 0.03% | 00.0% | Unchanged |
| Cullinan Associates Inc | 29,000 | $888.3K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 30,188 | $924.7K | 0.03% | +2,237+8.0% | Added |
| Centennial Bank | 30,577 | $929.0K | 0.44% | −135−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 30,751 | $941.9K | 0.01% | +2,354+8.3% | Added |
| Squarepoint Ops LLC | 31,292 | $958.5K | 0.00% | +19,200+158.8% | Added |
| Jones Financial Companies LLLP | 30,723 | $968.9K | 0.00% | +8,700+39.5% | Added |
| Simplex Trading, LLC | 32,263 | $988.0K | 0.04% | +32,263 | New |
| Schechter Investment Advisors, LLC | 33,416 | $1.02M | 0.08% | −8,004−19.3% | Reduced |
| Gabelli Funds LLC | 34,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 34,816 | $1.06M | 0.21% | +11,271+47.9% | Added |
| Kathmere Capital Management, LLC | 35,696 | $1.09M | 0.09% | +949+2.7% | Added |
| SOL Capital Management CO | 36,080 | $1.10M | 0.12% | −750−2.0% | Reduced |
| Bailard, Inc. | 36,264 | $1.11M | 0.03% | −503−1.4% | Reduced |
| Snowden Capital Advisors LLC | 36,414 | $1.12M | 0.04% | −990−2.6% | Reduced |
| Ballentine Partners, LLC | 36,444 | $1.12M | 0.02% | −865−2.3% | Reduced |
| Advisors Capital Management, LLC | 36,546 | $1.12M | 0.02% | −4,339−10.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 37,318 | $1.13M | 0.00% | −5,435−12.7% | Reduced |
| Sequoia Financial Advisors, LLC | 37,273 | $1.14M | 0.01% | +2,274+6.5% | Added |
| Mount Yale Investment Advisors, LLC | 37,537 | $1.15M | 0.10% | −16,925−31.1% | Reduced |
| Legacy Capital Group California, Inc. | 37,877 | $1.16M | 0.40% | −2,287−5.7% | Reduced |
| Baker Ellis Asset Management LLC | 39,000 | $1.19M | 0.17% | −900−2.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 39,831 | $1.22M | 0.01% | −7,198−15.3% | Reduced |
| Atomi Financial Group, Inc. | 39,965 | $1.22M | 0.06% | +3,705+10.2% | Added |
| PEAK6 LLC | 40,917 | $1.25M | 0.05% | +10,886+36.2% | Added |
| Diversify Wealth Management, LLC | 41,885 | $1.28M | 0.09% | +4,831+13.0% | Added |
| GWM Advisors LLC | 41,772 | $1.28M | 0.01% | +1,267+3.1% | Added |
| National Asset Management, Inc. | 42,108 | $1.29M | 0.04% | +27,894+196.2% | Added |
| Transatlantique Private Wealth LLC | 42,569 | $1.29M | 0.52% | +6,133+16.8% | Added |
| Rhumbline Advisers | 42,554 | $1.30M | 0.00% | +3,971+10.3% | Added |
| 111 Capital | 43,159 | $1.31M | 0.25% | +43,159 | New |
| Beverly Hills Private Wealth, LLC | 42,830 | $1.31M | 0.26% | +2,707+6.7% | Added |
| Credit Capital Investments LLC | 43,000 | $1.32M | 2.26% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 43,657 | $1.34M | 0.12% | +3,268+8.1% | Added |
| Qsemble Capital Management, LP | 43,942 | $1.35M | 0.14% | +43,942 | New |
| Stamos Capital Partners, L.P. | 45,640 | $1.40M | 0.37% | −11,860−20.6% | Reduced |
| TownSquare Capital, LLC | 46,727 | $1.43M | 0.02% | −9,773−17.3% | Reduced |
| Gator Capital Management, LLC | 47,600 | $1.46M | 0.56% | 00.0% | Unchanged |
| Greenleaf Trust | 48,717 | $1.49M | 0.01% | +168+0.3% | Added |
| Commonwealth Equity Services, LLC | 49,054 | $1.50M | 0.00% | +1,474+3.1% | Added |
| Avantax Advisory Services, Inc. | 49,181 | $1.51M | 0.01% | +1,778+3.8% | Added |
| Truist Financial Corp | 51,404 | $1.57M | 0.00% | −7,333−12.5% | Reduced |
| RSM US Wealth Management LLC | 51,688 | $1.58M | 0.02% | −6,512−11.2% | Reduced |
| Qtron Investments LLC | 53,833 | $1.63M | 0.24% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 53,756 | $1.65M | 0.77% | −1,641−3.0% | Reduced |
| Yousif Capital Management, LLC | 53,850 | $1.65M | 0.02% | +178+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 54,410 | $1.67M | 0.00% | +13,370+32.6% | Added |
| Atria Investments LLC | 56,560 | $1.73M | 0.02% | +8,743+18.3% | Added |
| Park Avenue Securities LLC | 57,927 | $1.77M | 0.02% | +20,722+55.7% | Added |
| swisspartners Advisors Ltd | 66,277 | $1.78M | 1.88% | +52,277+373.4% | Added |
| Capital International Sarl | 59,554 | $1.81M | 0.04% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 59,979 | $1.84M | 1.64% | −229−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 60,014 | $1.84M | 0.51% | −308−0.5% | Reduced |
| Cigna Investments Inc | 60,660 | $1.84M | 0.34% | −591−1.0% | Reduced |
| Monaco Asset Management SAM | 62,500 | $1.90M | 0.96% | +62,500 | New |
| AQR Capital Management LLC | 62,912 | $1.93M | 0.00% | +26,728+73.9% | Added |
| Nebula Research & Development LLC | 63,100 | $1.93M | 0.18% | +54,002+593.6% | Added |
| Integrated Wealth Concepts LLC | 63,317 | $1.94M | 0.02% | −2,572−3.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 63,400 | $1.94M | 0.40% | 00.0% | Unchanged |
| Bessemer Group Inc | 63,761 | $1.95M | 0.00% | +4,984+8.5% | Added |
| TrueMark Investments, LLC | 63,956 | $1.96M | 0.51% | +63,956 | New |
| Trivant Custom Portfolio Group, LLC | 64,155 | $1.97M | 1.13% | +32,094+100.1% | Added |
| Summit Global Investments | 64,247 | $1.97M | 0.14% | +64,247 | New |
| Glenmede Trust Co NA | 65,573 | $2.01M | 0.01% | −3,057−4.5% | Reduced |
| Pitcairn Co | 67,103 | $2.06M | 0.12% | +7,272+12.2% | Added |
| Advanced Portfolio Management, LLC | 67,500 | $2.07M | 4.17% | −97,500−59.1% | Reduced |
| Forum Financial Management, LP | 68,105 | $2.09M | 0.03% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 69,782 | $2.11M | 0.97% | +948+1.4% | Added |
| Beach Investment Counsel Inc | 71,775 | $2.20M | 0.32% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 72,821 | $2.23M | 0.82% | +1,078+1.5% | Added |
| CI Private Wealth, LLC | 73,852 | $2.26M | 0.00% | +562+0.8% | Added |
| Great Lakes Advisors, LLC | 74,119 | $2.27M | 0.02% | +4,308+6.2% | Added |
| Equitable Trust Co | 74,149 | $2.27M | 0.13% | −1,064−1.4% | Reduced |
| Hantz Financial Services, Inc. | 75,880 | $2.32M | 0.04% | −2,930−3.7% | Reduced |
| Andra AP-fonden | 86,857 | $2.33M | 0.04% | +39,373+82.9% | Added |
| Signaturefd, LLC | 77,790 | $2.38M | 0.05% | −935−1.2% | Reduced |
| Marex Group plc | 79,413 | $2.43M | 0.05% | +17,856+29.0% | Added |