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, Q2 2025
Institutional positions in UBS Group AG as of Jun 30, 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
- 599
- +20 vs. Q1 2025
- Shares held
- 1.32B
- −91.0M (−6.4%) vs. Q1 2025
- Total value
- $44.5B
- +$1.46B (+3.4%) vs. Q1 2025
- New holders
- 73
- 213 more added
- Sold out
- 53
- 224 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 529,606 | $0 | 0.00% | +67,752+14.7% | Added |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $101 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6 | $203 | 0.00% | −460−98.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 9 | $305 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 13 | $440 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 23 | $778 | 0.00% | +23 | New |
| Abound Wealth Management | 28 | $947 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 30 | $1.01K | 0.00% | +30 | New |
| Brown, Lisle/Cummings, Inc. | 35 | $1.18K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 36 | $1.22K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 38 | $1.29K | 0.00% | +38 | New |
| Hallmark Capital Management Inc | 40 | $1.35K | 0.00% | +40 | New |
| Salomon & Ludwin, LLC | 42 | $1.46K | 0.00% | +42 | New |
| Bogart Wealth, LLC | 55 | $1.86K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $2.20K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 69 | $2.33K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 69 | $2.33K | 0.00% | +69 | New |
| Fortitude Family Office, LLC | 74 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 79 | $2.67K | 0.00% | +59+295.0% | Added |
| Motco | 73 | $2.73K | 0.00% | +73 | New |
| SWAN Capital LLC | 96 | $3.25K | 0.00% | +96 | New |
| Bank of Jackson Hole Trust | 100 | $3.38K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 103 | $3.48K | 0.00% | +103 | New |
| Sunbelt Securities, Inc. | 120 | $3.64K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 110 | $3.72K | 0.00% | +110 | New |
| Beacon Capital Management, LLC | 114 | $3.85K | 0.00% | +3+2.7% | Added |
| Provenance Wealth Advisors, LLC | 120 | $4.06K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 122 | $4.13K | 0.00% | +64+110.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 128 | $4.33K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 133 | $4.50K | 0.00% | +133 | New |
| ORG Partners LLC | 135 | $4.56K | 0.00% | +75+125.0% | Added |
| CVA Family Office, LLC | 138 | $4.67K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 142 | $4.80K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 152 | $5.14K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 156 | $5.28K | 0.00% | −63−28.8% | Reduced |
| South State Corp. | 158 | $5.34K | 0.00% | +8+5.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 180 | $5.51K | 0.00% | +180 | New |
| Copeland Capital Management, LLC | 171 | $5.78K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 172 | $5.82K | 0.00% | +172 | New |
| Private Wealth Asset Management, LLC | 180 | $6.09K | 0.00% | −15−7.7% | Reduced |
| Federated Hermes, Inc. | 180 | $6.09K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 180 | $6.09K | 0.00% | +43+31.4% | Added |
| AdvisorNet Financial, Inc | 181 | $6.12K | 0.00% | +134+285.1% | Added |
| Frazier Financial Advisors, LLC | 183 | $6.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 187 | $6.33K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 200 | $6.76K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 200 | $6.76K | 0.01% | +200 | New |
| Roxbury Financial LLC | 205 | $6.94K | 0.01% | −5−2.4% | Reduced |
| FWL Investment Management, LLC | 219 | $7.41K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 224 | $7.58K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 225 | $7.61K | 0.00% | +25+12.5% | Added |
| Winch Advisory Services, LLC | 233 | $7.88K | 0.00% | +6+2.6% | Added |
| Strategic Wealth Partners, Ltd. | 255 | $8.62K | 0.00% | +255 | New |
| Arlington Trust Co LLC | 261 | $8.83K | 0.00% | +26+11.1% | Added |
| Penserra Capital Management LLC | 270 | $9.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $9.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 274 | $9.27K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 287 | $9.70K | 0.00% | −300−51.1% | Reduced |
| Transce3nd, LLC | 305 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 315 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 339 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 365 | $12.3K | 0.00% | −254−41.0% | Reduced |
| Larson Financial Group LLC | 376 | $12.7K | 0.00% | +187+98.9% | Added |
| Bullock Wealth Management Group | 383 | $12.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 353 | $13.3K | 0.00% | −141−28.5% | Reduced |
| Grove Bank & Trust | 395 | $13.4K | 0.00% | −529−57.3% | Reduced |
| Huntington National Bank | 397 | $13.4K | 0.00% | −525−56.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 400 | $13.5K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 408 | $13.8K | 0.00% | +42+11.5% | Added |
| Pinnacle Bancorp, Inc. | 437 | $14.8K | 0.00% | +74+20.4% | Added |
| Main Street Group, LTD | 442 | $14.9K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 410 | $15.3K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 453 | $15.3K | 0.01% | +145+47.1% | Added |
| Lavaca Capital LLC | 460 | $15.6K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 464 | $16.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 475 | $16.1K | 0.02% | +475 | New |
| Private Trust Co NA | 487 | $16.5K | 0.00% | −190−28.1% | Reduced |
| CoreCap Advisors, LLC | 497 | $16.8K | 0.00% | +270+118.9% | Added |
| Gables Capital Management Inc. | 500 | $16.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $16.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 538 | $18.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 550 | $18.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 559 | $18.9K | 0.01% | +153+37.7% | Added |
| Clean Yield Group | 591 | $20.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 681 | $23.0K | 0.00% | +288+73.3% | Added |
| Smithfield Trust Co | 675 | $24.0K | 0.00% | +675 | New |
| Addison Advisors LLC | 711 | $24.0K | 0.01% | +76+12.0% | Added |
| Whipplewood Advisors, LLC | 716 | $24.2K | 0.01% | +644+894.4% | Added |
| Key Financial Inc | 773 | $26.1K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 798 | $27.0K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 836 | $28.3K | 0.00% | +836 | New |
| GAMMA Investing LLC | 850 | $28.7K | 0.00% | +14+1.7% | Added |
| TD Private Client Wealth LLC | 978 | $33.1K | 0.00% | −923−48.6% | Reduced |
| McIlrath & Eck, LLC | 991 | $33.5K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $33.8K | 0.00% | 00.0% | Unchanged |