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 |
|---|---|---|---|---|---|
| Pitcairn Co | 67,103 | $2.06M | 0.12% | +7,272+12.2% | Added |
| Glenmede Trust Co NA | 65,573 | $2.01M | 0.01% | −3,057−4.5% | Reduced |
| Summit Global Investments | 64,247 | $1.97M | 0.14% | +64,247 | New |
| Trivant Custom Portfolio Group, LLC | 64,155 | $1.97M | 1.13% | +32,094+100.1% | Added |
| TrueMark Investments, LLC | 63,956 | $1.96M | 0.51% | +63,956 | New |
| Bessemer Group Inc | 63,761 | $1.95M | 0.00% | +4,984+8.5% | Added |
| Wealth Alliance Advisory Group, LLC | 63,400 | $1.94M | 0.40% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 63,317 | $1.94M | 0.02% | −2,572−3.9% | Reduced |
| Nebula Research & Development LLC | 63,100 | $1.93M | 0.18% | +54,002+593.6% | Added |
| AQR Capital Management LLC | 62,912 | $1.93M | 0.00% | +26,728+73.9% | Added |
| Monaco Asset Management SAM | 62,500 | $1.90M | 0.96% | +62,500 | New |
| Cigna Investments Inc | 60,660 | $1.84M | 0.34% | −591−1.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 60,014 | $1.84M | 0.51% | −308−0.5% | Reduced |
| Orca Wealth Management, LLC | 59,979 | $1.84M | 1.64% | −229−0.4% | Reduced |
| Capital International Sarl | 59,554 | $1.81M | 0.04% | 00.0% | Unchanged |
| swisspartners Advisors Ltd | 66,277 | $1.78M | 1.88% | +52,277+373.4% | Added |
| Park Avenue Securities LLC | 57,927 | $1.77M | 0.02% | +20,722+55.7% | Added |
| Atria Investments LLC | 56,560 | $1.73M | 0.02% | +8,743+18.3% | Added |
| Northwestern Mutual Wealth Management Co | 54,410 | $1.67M | 0.00% | +13,370+32.6% | Added |
| Yousif Capital Management, LLC | 53,850 | $1.65M | 0.02% | +178+0.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 53,756 | $1.65M | 0.77% | −1,641−3.0% | Reduced |
| Qtron Investments LLC | 53,833 | $1.63M | 0.24% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 51,688 | $1.58M | 0.02% | −6,512−11.2% | Reduced |
| Truist Financial Corp | 51,404 | $1.57M | 0.00% | −7,333−12.5% | Reduced |
| Avantax Advisory Services, Inc. | 49,181 | $1.51M | 0.01% | +1,778+3.8% | Added |
| Commonwealth Equity Services, LLC | 49,054 | $1.50M | 0.00% | +1,474+3.1% | Added |
| Greenleaf Trust | 48,717 | $1.49M | 0.01% | +168+0.3% | Added |
| Gator Capital Management, LLC | 47,600 | $1.46M | 0.56% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 46,727 | $1.43M | 0.02% | −9,773−17.3% | Reduced |
| Stamos Capital Partners, L.P. | 45,640 | $1.40M | 0.37% | −11,860−20.6% | Reduced |
| Qsemble Capital Management, LP | 43,942 | $1.35M | 0.14% | +43,942 | New |
| BTC Capital Management, Inc. | 43,657 | $1.34M | 0.12% | +3,268+8.1% | Added |
| Credit Capital Investments LLC | 43,000 | $1.32M | 2.26% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 42,830 | $1.31M | 0.26% | +2,707+6.7% | Added |
| 111 Capital | 43,159 | $1.31M | 0.25% | +43,159 | New |
| Rhumbline Advisers | 42,554 | $1.30M | 0.00% | +3,971+10.3% | Added |
| Transatlantique Private Wealth LLC | 42,569 | $1.29M | 0.52% | +6,133+16.8% | Added |
| National Asset Management, Inc. | 42,108 | $1.29M | 0.04% | +27,894+196.2% | Added |
| GWM Advisors LLC | 41,772 | $1.28M | 0.01% | +1,267+3.1% | Added |
| Diversify Wealth Management, LLC | 41,885 | $1.28M | 0.09% | +4,831+13.0% | Added |
| PEAK6 LLC | 40,917 | $1.25M | 0.05% | +10,886+36.2% | Added |
| Atomi Financial Group, Inc. | 39,965 | $1.22M | 0.06% | +3,705+10.2% | Added |
| Kovitz Investment Group Partners, LLC | 39,831 | $1.22M | 0.01% | −7,198−15.3% | Reduced |
| Baker Ellis Asset Management LLC | 39,000 | $1.19M | 0.17% | −900−2.3% | Reduced |
| Legacy Capital Group California, Inc. | 37,877 | $1.16M | 0.40% | −2,287−5.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 37,537 | $1.15M | 0.10% | −16,925−31.1% | Reduced |
| Sequoia Financial Advisors, LLC | 37,273 | $1.14M | 0.01% | +2,274+6.5% | Added |
| Allspring Global Investments Holdings, LLC | 37,318 | $1.13M | 0.00% | −5,435−12.7% | Reduced |
| Advisors Capital Management, LLC | 36,546 | $1.12M | 0.02% | −4,339−10.6% | Reduced |
| Ballentine Partners, LLC | 36,444 | $1.12M | 0.02% | −865−2.3% | Reduced |
| Snowden Capital Advisors LLC | 36,414 | $1.12M | 0.04% | −990−2.6% | Reduced |
| Bailard, Inc. | 36,264 | $1.11M | 0.03% | −503−1.4% | Reduced |
| SOL Capital Management CO | 36,080 | $1.10M | 0.12% | −750−2.0% | Reduced |
| Kathmere Capital Management, LLC | 35,696 | $1.09M | 0.09% | +949+2.7% | Added |
| AdvisorShares Investments LLC | 34,816 | $1.06M | 0.21% | +11,271+47.9% | Added |
| Gabelli Funds LLC | 34,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 33,416 | $1.02M | 0.08% | −8,004−19.3% | Reduced |
| Simplex Trading, LLC | 32,263 | $988.0K | 0.04% | +32,263 | New |
| Jones Financial Companies LLLP | 30,723 | $968.9K | 0.00% | +8,700+39.5% | Added |
| Squarepoint Ops LLC | 31,292 | $958.5K | 0.00% | +19,200+158.8% | Added |
| Ronald Blue Trust, Inc. | 30,751 | $941.9K | 0.01% | +2,354+8.3% | Added |
| Centennial Bank | 30,577 | $929.0K | 0.44% | −135−0.4% | Reduced |
| Evergreen Capital Management LLC | 30,188 | $924.7K | 0.03% | +2,237+8.0% | Added |
| Cullinan Associates Inc | 29,000 | $888.3K | 0.06% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 28,866 | $877.2K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 27,145 | $856.5K | 0.01% | +517+1.9% | Added |
| Advisors Asset Management, Inc. | 27,838 | $852.7K | 0.02% | −2,901−9.4% | Reduced |
| Personal Cfo Solutions, LLC | 27,504 | $842.5K | 0.17% | −765−2.7% | Reduced |
| Connable Office Inc | 27,293 | $836.0K | 0.09% | −1,511−5.2% | Reduced |
| Advisor Group Holdings, Inc. | 27,046 | $828.5K | 0.00% | −13,685−33.6% | Reduced |
| Atlas Capital Advisors LLC | 26,894 | $823.8K | 0.10% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 26,814 | $821.3K | 0.01% | −4,069−13.2% | Reduced |
| Ethic Inc. | 26,687 | $810.0K | 0.02% | −24−0.1% | Reduced |
| Coldstream Capital Management Inc | 25,889 | $793.0K | 0.02% | +998+4.0% | Added |
| Callan Capital, LLC | 25,867 | $792.3K | 0.06% | +3,623+16.3% | Added |
| JFS Wealth Advisors, LLC | 25,692 | $786.9K | 0.05% | −1,125−4.2% | Reduced |
| Checchi Capital Advisers, LLC | 25,292 | $774.7K | 0.05% | +1,796+7.6% | Added |
| Rockefeller Capital Management L.P. | 25,129 | $769.7K | 0.00% | +9,130+57.1% | Added |
| Tower Research Capital LLC (TRC) | 24,882 | $762.1K | 0.02% | +19,020+324.5% | Added |
| Greenwich Wealth Management LLC | 24,847 | $761.0K | 0.06% | 00.0% | Unchanged |
| Net Worth Advisory Group | 24,820 | $760.2K | 0.24% | −1,842−6.9% | Reduced |
| Private Advisor Group, LLC | 24,297 | $744.2K | 0.00% | −9,901−29.0% | Reduced |
| Clarius Group, LLC | 24,028 | $735.1K | 0.05% | +6,119+34.2% | Added |
| Main Street Financial Solutions, LLC | 23,270 | $712.8K | 0.06% | −550−2.3% | Reduced |
| Callan Family Office, LLC | 22,753 | $696.9K | 0.05% | −3,130−12.1% | Reduced |
| Future Fund LLC | 22,474 | $688.4K | 0.88% | +22,474 | New |
| Envestnet Portfolio Solutions, Inc. | 22,384 | $685.6K | 0.00% | −31,026−58.1% | Reduced |
| Rehmann Capital Advisory Group | 22,275 | $682.3K | 0.04% | −4,199−15.9% | Reduced |
| Walleye Trading LLC | 22,087 | $676.5K | 0.02% | −10,320−31.8% | Reduced |
| United Capital Financial Advisers, LLC | 21,459 | $657.3K | 0.01% | +576+2.8% | Added |
| Pinnacle Associates Ltd | 21,433 | $656.5K | 0.01% | +11,710+120.4% | Added |
| Liberty One Investment Management, LLC | 21,378 | $654.8K | 0.07% | −743−3.4% | Reduced |
| Massachusetts Wealth Management | 21,080 | $645.7K | 0.44% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 20,902 | $640.2K | 0.04% | +358+1.7% | Added |
| 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 |
| Assetmark, Inc | 20,683 | $633.5K | 0.00% | −31,255−60.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,539 | $629.0K | 0.00% | −768−3.6% | Reduced |
| Corient IA LLC | 20,000 | $612.6K | 0.44% | +20,000 | New |
| CenterStar Asset Management, LLC | 19,805 | $607.5K | 0.87% | +19,805 | New |