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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 677 | $20.6K | 0.00% | +190+39.0% | Added |
| Addison Advisors LLC | 635 | $19.5K | 0.01% | +70+12.4% | Added |
| Financial Management Professionals, Inc. | 619 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 591 | $18.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 587 | $18.0K | 0.00% | +44+8.1% | Added |
| Zions Bancorporation, National Association | 550 | $16.8K | 0.00% | +550 | New |
| Sound Income Strategies, LLC | 538 | $16.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $15.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 494 | $14.4K | 0.00% | +307+164.2% | Added |
| Truvestments Capital LLC | 466 | $14.3K | 0.00% | +466 | New |
| Lavaca Capital LLC | 460 | $14.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 464 | $14.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 442 | $13.5K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 427 | $13.1K | 0.01% | −100−19.0% | Reduced |
| Union Savings Bank | 410 | $12.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 406 | $12.4K | 0.00% | −118−22.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 400 | $12.3K | 0.01% | +400 | New |
| Global Financial Private Client, LLC | 399 | $12.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 393 | $12.0K | 0.00% | +313+391.3% | Added |
| Bullock Wealth Management Group | 383 | $11.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 378 | $11.6K | 0.00% | +378 | New |
| Montag A & Associates Inc | 366 | $11.2K | 0.00% | −48−11.6% | Reduced |
| Pinnacle Bancorp, Inc. | 363 | $11.0K | 0.00% | −19−5.0% | Reduced |
| MAI Capital Management | 331 | $10.1K | 0.00% | +210+173.6% | Added |
| Hanson & Doremus Investment Management | 339 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 315 | $9.65K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 315 | $9.55K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 308 | $9.44K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 305 | $9.34K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 300 | $9.19K | 0.00% | +299+29,900.0% | Added |
| Skopos Labs, Inc. | 298 | $9.10K | 0.00% | +296+14,800.0% | Added |
| Raffa Wealth Management, LLC | 274 | $8.39K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $8.27K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 270 | $8.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 258 | $7.90K | 0.00% | +181+235.1% | Added |
| Arlington Trust Co LLC | 235 | $7.20K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 210 | $7.19K | 0.01% | +1+0.5% | Added |
| Winch Advisory Services, LLC | 227 | $6.96K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 227 | $6.95K | 0.00% | +97+74.6% | Added |
| Paradigm Asset Management Co LLC | 224 | $6.86K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 219 | $6.71K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 219 | $6.71K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 200 | $6.13K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $6.13K | 0.00% | +49+32.5% | Added |
| Private Wealth Asset Management, LLC | 195 | $5.97K | 0.00% | +195 | New |
| Larson Financial Group LLC | 189 | $5.79K | 0.00% | +163+626.9% | Added |
| Bell Investment Advisors, Inc | 187 | $5.73K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 183 | $5.61K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 180 | $5.51K | 0.00% | +6+3.4% | Added |
| Westside Investment Management, Inc. | 179 | $5.43K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 171 | $5.24K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 170 | $5.16K | 0.00% | −11−6.1% | Reduced |
| Whittier Trust Co | 152 | $4.66K | 0.00% | −10,000−98.5% | Reduced |
| South State Corp. | 150 | $4.59K | 0.00% | +150 | New |
| First Pacific Financial | 142 | $4.35K | 0.00% | +142 | New |
| CVA Family Office, LLC | 138 | $4.23K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 137 | $4.20K | 0.00% | +137 | New |
| DecisionPoint Financial, LLC | 136 | $4.17K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 128 | $3.92K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 120 | $3.68K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 120 | $3.68K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $3.40K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 74 | $2.27K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 69 | $2.11K | 0.00% | +69 | New |
| CX Institutional | 50 | $2.00K | 0.00% | +50 | New |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $1.99K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 60 | $1.82K | 0.00% | +60 | New |
| UMA Financial Services, Inc. | 58 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55 | $1.69K | 0.00% | +7+14.6% | Added |
| AdvisorNet Financial, Inc | 47 | $1.44K | 0.00% | −100−68.0% | Reduced |
| Mattson Financial Services, LLC | 40 | $1.23K | 0.00% | +40 | New |
| First Command Advisory Services, Inc. | 36 | $1.09K | 0.00% | +36 | New |
| Brown, Lisle/Cummings, Inc. | 35 | $1.07K | 0.00% | +35 | New |
| Harvest Fund Management Co., Ltd | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 32 | $981 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $858 | 0.00% | −19−40.4% | Reduced |
| Bare Financial Services, Inc | 20 | $613 | 0.00% | +20 | New |
| High Note Wealth, LLC | 13 | $398 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 10 | $306 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 9 | $276 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 8 | $246 | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 3 | $92 | 0.00% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 461,854 | $0 | 0.00% | +226,700+96.4% | Added |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 16 | $0 | 0.00% | +16 | New |
| Financial Connections Group, Inc. | 354 | – | – | +332+1,509.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,578−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,781,263−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −863,015−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −491,187−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −343,700−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −321,566−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −258,525−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −173,629−100.0% | Sold out |
| Gendell Jeffrey L | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −48,769−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −36,420−100.0% | Sold out |