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 |
|---|---|---|---|---|---|
| Shilanski & Associates, Inc. | 8,898 | $272.5K | 0.09% | −774−8.0% | Reduced |
| Pictet & Cie (Europe) SA | 8,949 | $271.8K | 0.01% | −1,260−12.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,780 | $268.9K | 0.07% | −13,811−61.1% | Reduced |
| SG Americas Securities, LLC | 8,694 | $266.0K | 0.00% | +2,180+33.5% | Added |
| Traveka Wealth, LLC | 8,590 | $263.1K | 0.15% | +736+9.4% | Added |
| Chicago Trust Co NA | 8,572 | $262.6K | 0.05% | +860+11.2% | Added |
| Columbia Asset Management | 8,552 | $261.9K | 0.05% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 8,527 | $261.2K | 0.02% | +1,181+16.1% | Added |
| Oppenheimer & Co Inc | 8,472 | $259.5K | 0.00% | −45−0.5% | Reduced |
| Wedmont Private Capital | 9,094 | $258.6K | 0.01% | −179−1.9% | Reduced |
| Fiduciary Trust Co | 8,222 | $251.8K | 0.00% | −924−10.1% | Reduced |
| Nomura Holdings Inc | 8,220 | $251.8K | 0.00% | +8,220 | New |
| Simon Quick Advisors, LLC | 8,210 | $251.5K | 0.01% | +8,210 | New |
| Commerce Bank | 8,200 | $251.2K | 0.00% | −640−7.2% | Reduced |
| GeoWealth Management, LLC | 8,106 | $248.3K | 0.01% | −518−6.0% | Reduced |
| Venturi Wealth Management, LLC | 8,088 | $247.7K | 0.01% | +184+2.3% | Added |
| OneAscent Financial Services LLC | 8,138 | $247.0K | 0.02% | +345+4.4% | Added |
| Werba Rubin Papier Wealth Management | 8,053 | $246.7K | 0.05% | −1,332−14.2% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 8,100 | $246.1K | 0.04% | −69−0.8% | Reduced |
| Virtu Financial LLC | 8,011 | $245.0K | 0.01% | +8,011 | New |
| Allworth Financial LP | 8,134 | $242.5K | 0.00% | +2,606+47.1% | Added |
| Westover Capital Advisors, LLC | 7,833 | $239.9K | 0.05% | +533+7.3% | Added |
| Principal Street Partners, LLC | 7,808 | $239.2K | 0.04% | 00.0% | Unchanged |
| Seven Mile Advisory | 7,657 | $234.5K | 0.16% | −182−2.3% | Reduced |
| Financial Advocates Investment Management | 7,582 | $232.2K | 0.02% | −19−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 7,423 | $227.4K | 0.00% | +241+3.4% | Added |
| Summit Trail Advisors, LLC | 7,420 | $227.3K | 0.01% | +7,420 | New |
| HighPoint Advisor Group LLC | 7,441 | $227.0K | 0.01% | −192−2.5% | Reduced |
| Merit Financial Group, LLC | 7,403 | $226.8K | 0.00% | +7,403 | New |
| Empower Advisory Group, LLC | 7,309 | $223.9K | 0.00% | +456+6.7% | Added |
| SBI Securities Co., Ltd. | 7,279 | $223.0K | 0.01% | +239+3.4% | Added |
| Park National Corp | 7,245 | $221.9K | 0.01% | −435−5.7% | Reduced |
| Cromwell Holdings LLC | 7,242 | $221.8K | 0.14% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,238 | $221.7K | 0.00% | +232+3.3% | Added |
| Brown Miller Wealth Management, LLC | 7,159 | $219.3K | 0.08% | −1,782−19.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,100 | $217.5K | 0.00% | +7,100 | New |
| Choate Investment Advisors | 7,077 | $216.1K | 0.01% | +7,077 | New |
| RMR Wealth Builders | 6,980 | $213.8K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 6,969 | $213.5K | 0.00% | −484−6.5% | Reduced |
| Genus Capital Management Inc. | 6,930 | $212.3K | 0.03% | +6,930 | New |
| First City Capital Management, Inc. | 6,878 | $210.7K | 0.13% | −281−3.9% | Reduced |
| CWM, LLC | 6,872 | $210.0K | 0.00% | −434−5.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,798 | $208.2K | 0.00% | −2,077−23.4% | Reduced |
| Vista Wealth Management Group, LLC | 6,752 | $206.8K | 0.01% | −26−0.4% | Reduced |
| Logan Capital Management Inc | 6,666 | $204.2K | 0.01% | −82,839−92.6% | Reduced |
| Diametric Capital, LP | 6,638 | $203.3K | 0.24% | +6,638 | New |
| Central Pacific Bank - Trust Division | 6,600 | $202.2K | 0.03% | −1,000−13.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,597 | $202.1K | 0.01% | −348−5.0% | Reduced |
| Massmutual Trust Co FSB | 6,236 | $191.0K | 0.01% | +1,010+19.3% | Added |
| Greykasell Wealth Strategies, Inc. | 6,044 | $185.1K | 0.10% | +6,044 | New |
| Glen Eagle Advisors, LLC | 5,689 | $174.3K | 0.03% | −281−4.7% | Reduced |
| Cheviot Value Management, LLC | 5,578 | $171.6K | 0.02% | +5,578 | New |
| IFP Advisors, Inc | 5,470 | $167.5K | 0.01% | +251+4.8% | Added |
| Hexagon Capital Partners LLC | 5,331 | $163.3K | 0.03% | −254−4.5% | Reduced |
| Independence Bank of Kentucky | 5,100 | $155.0K | 0.02% | +25+0.5% | Added |
| Financial Perspectives, Inc | 4,894 | $149.9K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,848 | $148.5K | 0.01% | +482+11.0% | Added |
| Banque Transatlantique SA | 4,847 | $147.4K | 0.00% | +4,847 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,518 | $137.2K | 0.00% | +708+18.6% | Added |
| Principal Securities, Inc. | 4,296 | $130.3K | 0.00% | +87+2.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,100 | $125.1K | 0.04% | +650+18.8% | Added |
| Golden State Wealth Management, LLC | 4,072 | $124.7K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 4,046 | $123.9K | 0.00% | +335+9.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,992 | $122.3K | 0.00% | +1,003+33.6% | Added |
| Rothschild Investment LLC | 3,802 | $116.5K | 0.01% | −11−0.3% | Reduced |
| Wayfinding Financial, LLC | 3,292 | $100.0K | 0.04% | +3,292 | New |
| Creative Financial Designs Inc | 2,864 | $87.7K | 0.01% | −256−8.2% | Reduced |
| Bruce G. Allen Investments, LLC | 2,752 | $84.3K | 0.07% | −1,124−29.0% | Reduced |
| Park Place Capital Corp | 2,700 | $82.7K | 0.02% | +2,601+2,627.3% | Added |
| Cloud Capital Management, LLC | 2,690 | $82.0K | 0.06% | +2,690 | New |
| Farther Finance Advisors, LLC | 2,653 | $80.5K | 0.00% | +423+19.0% | Added |
| Rosenberg Matthew Hamilton | 2,624 | $80.4K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,564 | $78.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,669 | $69.7K | 0.00% | +527+24.6% | Added |
| Opal Wealth Advisors, LLC | 2,110 | $64.6K | 0.02% | +2,110 | New |
| Harbour Investments, Inc. | 2,105 | $64.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2,000 | $60.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,901 | $58.2K | 0.00% | −10,867−85.1% | Reduced |
| Continuum Advisory, LLC | 1,826 | $55.9K | 0.01% | −183−9.1% | Reduced |
| Parkside Financial Bank & Trust | 1,741 | $53.3K | 0.01% | +390+28.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,716 | $52.4K | 0.00% | +1,111+183.6% | Added |
| Mather Group, LLC. | 1,630 | $49.9K | 0.00% | −15−0.9% | Reduced |
| Geneos Wealth Management Inc. | 1,497 | $45.9K | 0.00% | +573+62.0% | Added |
| Rakuten Securities, Inc. | 1,466 | $44.9K | 0.02% | +461+45.9% | Added |
| Washington Trust Co | 1,374 | $42.1K | 0.00% | −578−29.6% | Reduced |
| Berbice Capital Management LLC | 1,300 | $39.8K | 0.03% | +400+44.4% | Added |
| Quarry LP | 1,218 | $37.0K | 0.01% | +1,218 | New |
| Fifth Third Bancorp | 1,177 | $36.1K | 0.00% | −471−28.6% | Reduced |
| Barclays PLC | 1,112 | $34.1K | 0.00% | +1,007+959.0% | Added |
| First Horizon Advisors, Inc. | 1,028 | $31.5K | 0.00% | +220+27.2% | Added |
| Nisa Investment Advisors, LLC | 1,000 | $30.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $30.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 991 | $30.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 924 | $28.3K | 0.00% | +924 | New |
| Huntington National Bank | 922 | $28.2K | 0.00% | +471+104.4% | Added |
| GAMMA Investing LLC | 836 | $25.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 827 | $25.3K | 0.00% | +827 | New |
| Robinswood Financial LLC | 798 | $24.4K | 0.01% | +798 | New |
| Key Financial Inc | 773 | $23.7K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 72 | $21.9K | 0.01% | −644−89.9% | Reduced |