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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 19,780 | $605.7K | 0.00% | −5,079−20.4% | Reduced |
| SkyView Investment Advisors, LLC | 19,747 | $605.0K | 0.09% | +1,119+6.0% | Added |
| Brucke Financial, Inc. | 19,678 | $594.9K | 0.52% | −678−3.3% | Reduced |
| ICONIQ Capital, LLC | 19,399 | $594.2K | 0.01% | +6,581+51.3% | Added |
| Ieq Capital, LLC | 19,064 | $583.9K | 0.00% | +536+2.9% | Added |
| PDS Planning, Inc | 18,564 | $568.6K | 0.05% | +1,008+5.7% | Added |
| Resources Investment Advisors, LLC. | 18,262 | $559.4K | 0.01% | −50−0.3% | Reduced |
| Prospera Financial Services Inc | 18,124 | $555.1K | 0.01% | +18,124 | New |
| Parallel Advisors, LLC | 18,037 | $552.5K | 0.01% | −1,092−5.7% | Reduced |
| CAPROCK Group, Inc. | 17,744 | $543.5K | 0.02% | +5,807+48.6% | Added |
| Solstein Capital, LLC | 17,834 | $543.0K | 0.32% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 17,691 | $541.9K | 0.02% | +3,536+25.0% | Added |
| Janney Montgomery Scott LLC | 17,564 | $538.0K | 0.00% | −5,677−24.4% | Reduced |
| Thrivent Financial for Lutherans | 16,302 | $531.0K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 17,246 | $528.2K | 0.27% | +10,217+145.4% | Added |
| Oppenheimer Asset Management Inc. | 17,227 | $527.7K | 0.01% | −686−3.8% | Reduced |
| Two Sigma Advisers, LP | 16,956 | $519.4K | 0.00% | −75,430−81.6% | Reduced |
| Sagespring Wealth Partners, LLC | 16,954 | $519.3K | 0.01% | +1,030+6.5% | Added |
| Warren Averett Asset Management, LLC | 16,870 | $516.7K | 0.01% | −750−4.3% | Reduced |
| NBC Securities, Inc. | 16,686 | $511.0K | 0.04% | +16,669+98,052.9% | Added |
| Gallacher Capital Management LLC | 16,570 | $507.5K | 0.25% | +537+3.3% | Added |
| Versant Capital Management, Inc | 16,383 | $501.8K | 0.08% | +15,068+1,145.9% | Added |
| Simmons Bank | 16,376 | $501.6K | 0.04% | −3,084−15.8% | Reduced |
| Thoroughbred Financial Services, LLC | 15,966 | $489.0K | 0.03% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 18,000 | $483.7K | 0.02% | +5,339+42.2% | Added |
| Clearstead Advisors, LLC | 15,611 | $478.2K | 0.01% | +30+0.2% | Added |
| Sage Rhino Capital LLC | 15,421 | $472.3K | 0.11% | −40−0.3% | Reduced |
| Gradient Investments LLC | 15,315 | $469.1K | 0.01% | +433+2.9% | Added |
| Ascent Group, LLC | 15,233 | $466.6K | 0.02% | +4,620+43.5% | Added |
| Brown Brothers Harriman & Co | 15,230 | $466.5K | 0.00% | 00.0% | Unchanged |
| HAP Trading, LLC | 15,102 | $462.6K | 0.16% | +15,102 | New |
| Bleakley Financial Group, LLC | 15,076 | $461.8K | 0.01% | +3,074+25.6% | Added |
| Valeo Financial Advisors, LLC | 14,946 | $457.8K | 0.01% | +1,891+14.5% | Added |
| Klingenstein Fields & Co LP | 14,930 | $457.3K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 14,887 | $456.0K | 0.04% | −868−5.5% | Reduced |
| Sax Wealth Advisors, LLC | 14,636 | $448.3K | 0.03% | +3,375+30.0% | Added |
| Centiva Capital, LP | 14,593 | $447.0K | 0.03% | +14,593 | New |
| Bridgewater Advisors Inc. | 14,498 | $442.3K | 0.04% | +219+1.5% | Added |
| Davenport & Co LLC | 14,254 | $436.6K | 0.00% | −2,701−15.9% | Reduced |
| Colony Group, LLC | 14,111 | $432.2K | 0.00% | +1,141+8.8% | Added |
| Sivia Capital Partners, LLC | 13,661 | $418.4K | 0.20% | +501+3.8% | Added |
| Optas, LLC | 13,606 | $416.8K | 0.07% | +224+1.7% | Added |
| Diversify Advisory Services, LLC | 13,623 | $415.7K | 0.03% | +1,428+11.7% | Added |
| Spire Wealth Management | 13,401 | $410.5K | 0.01% | +210+1.6% | Added |
| Studio Investment Management LLC | 13,390 | $410.1K | 0.08% | −1,946−12.7% | Reduced |
| FDx Advisors, Inc. | 13,379 | $410.0K | 0.13% | −442−3.2% | Reduced |
| Cordatus Wealth Management LLC | 13,290 | $407.0K | 0.11% | +13,290 | New |
| HB Wealth Management, LLC | 13,141 | $402.5K | 0.00% | −89−0.7% | Reduced |
| Seed Wealth Management, Inc. | 13,135 | $402.3K | 0.33% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 13,243 | $401.9K | 0.00% | +745+6.0% | Added |
| Aprio Wealth Management, LLC | 13,088 | $400.9K | 0.05% | +1,705+15.0% | Added |
| Barometer Capital Management Inc. | 13,489 | $400.4K | 0.15% | +2,600+23.9% | Added |
| British Columbia Investment Management Corp | 13,019 | $395.7K | 0.00% | −8,111−38.4% | Reduced |
| Smartleaf Asset Management LLC | 12,468 | $393.5K | 0.04% | +2,796+28.9% | Added |
| Mission Wealth Management, LP | 12,583 | $385.4K | 0.01% | −290−2.3% | Reduced |
| Dakota Wealth Management | 12,522 | $383.6K | 0.01% | −687−5.2% | Reduced |
| Perigon Wealth Management, LLC | 12,509 | $383.2K | 0.01% | +602+5.1% | Added |
| Legacy Financial Advisors, Inc. | 12,496 | $382.8K | 0.06% | +1,877+17.7% | Added |
| First National Bank of Hutchinson | 12,384 | $379.3K | 0.25% | +367+3.1% | Added |
| Stonegate Investment Group, LLC | 12,348 | $378.2K | 0.01% | −3,108−20.1% | Reduced |
| Leuthold Group, LLC | 12,323 | $377.5K | 0.05% | −419−3.3% | Reduced |
| Allianz SE | 12,312 | $373.9K | 0.01% | +380+3.2% | Added |
| Lindbrook Capital, LLC | 12,069 | $369.7K | 0.03% | +822+7.3% | Added |
| Clear Street Markets LLC | 11,901 | $364.5K | 0.25% | +11,901 | New |
| Boston Private Wealth LLC | 11,807 | $361.6K | 0.01% | −2,491−17.4% | Reduced |
| Synovus Financial Corp | 11,684 | $357.9K | 0.00% | +543+4.9% | Added |
| M.E. Allison & Co., Inc. | 11,660 | $357.1K | 0.35% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 11,540 | $353.5K | 0.01% | −8,738−43.1% | Reduced |
| Eqis Capital Management, Inc. | 11,421 | $349.8K | 0.03% | −1,502−11.6% | Reduced |
| American Trust Investment Advisors, LLC | 11,295 | $346.0K | 0.14% | −45−0.4% | Reduced |
| D'Orazio & Associates, Inc. | 11,163 | $341.9K | 0.05% | −23−0.2% | Reduced |
| Investors Research Corp | 11,118 | $340.5K | 0.07% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 11,000 | $336.9K | 0.33% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,968 | $335.9K | 0.05% | +1,380+14.4% | Added |
| Parallax Volatility Advisers, L.P. | 10,940 | $335.1K | 0.01% | +7,515+219.4% | Added |
| Bryn Mawr Trust Co | 10,926 | $334.7K | 0.01% | −689−5.9% | Reduced |
| Sage Mountain Advisors LLC | 10,910 | $334.2K | 0.02% | −25−0.2% | Reduced |
| Stephens Inc | 10,890 | $333.6K | 0.00% | +458+4.4% | Added |
| Guggenheim Capital LLC | 10,809 | $331.1K | 0.00% | +10,809 | New |
| Drive Wealth Management, LLC | 10,765 | $329.7K | 0.08% | −271−2.5% | Reduced |
| Claro Advisors LLC | 10,733 | $328.7K | 0.04% | +559+5.5% | Added |
| Hilltop Holdings Inc. | 10,090 | $307.1K | 0.02% | −306−2.9% | Reduced |
| Gryphon Financial Partners LLC | 9,966 | $305.3K | 0.04% | +3,084+44.8% | Added |
| Arkadios Wealth Advisors | 9,936 | $304.3K | 0.01% | +9,936 | New |
| Covenant Partners, LLC | 9,908 | $303.5K | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,820 | $300.8K | 0.00% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 9,695 | $297.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,624 | $294.8K | 0.00% | +231+2.5% | Added |
| Impact Capital Partners LLC | 9,600 | $294.0K | 0.11% | +62+0.7% | Added |
| EverSource Wealth Advisors, LLC | 9,555 | $292.7K | 0.02% | −5,560−36.8% | Reduced |
| West Family Investments, Inc. | 9,534 | $292.0K | 0.11% | −3,907−29.1% | Reduced |
| Blair William & Co | 9,441 | $289.2K | 0.00% | +1,465+18.4% | Added |
| Knights of Columbus Asset Advisors LLC | 9,341 | $286.1K | 0.02% | −452−4.6% | Reduced |
| Five Oceans Advisors | 9,293 | $284.6K | 0.14% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 9,149 | $280.2K | 0.01% | +9,149 | New |
| Keel Point, LLC | 9,142 | $279.4K | 0.02% | −85−0.9% | Reduced |
| Journey Strategic Wealth LLC | 9,122 | $279.4K | 0.01% | +9,122 | New |
| Lido Advisors, LLC | 9,043 | $277.0K | 0.00% | +9,043 | New |
| Citizens Financial Group Inc | 8,936 | $273.7K | 0.01% | +8,936 | New |
| Zhang Financial LLC | 8,927 | $273.4K | 0.01% | −31,284−77.8% | Reduced |