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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 1,000 | $33.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,066 | $36.1K | 0.00% | +38+3.7% | Added |
| Fairscale Capital, LLC | 969 | $36.2K | 0.03% | +969 | New |
| Fifth Third Bancorp | 1,131 | $38.3K | 0.00% | −46−3.9% | Reduced |
| Westside Investment Management, Inc. | 1,137 | $38.4K | 0.01% | +958+535.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 978 | $38.7K | 0.01% | +978 | New |
| Federation des caisses Desjardins du Quebec | 1,226 | $41.5K | 0.00% | −490−28.6% | Reduced |
| Parkside Financial Bank & Trust | 1,321 | $44.7K | 0.00% | −420−24.1% | Reduced |
| Geneos Wealth Management Inc. | 1,416 | $47.9K | 0.00% | −81−5.4% | Reduced |
| Park Place Capital Corp | 1,500 | $50.7K | 0.01% | −1,200−44.4% | Reduced |
| Berbice Capital Management LLC | 1,500 | $50.7K | 0.04% | +200+15.4% | Added |
| Barclays PLC | 1,819 | $61.5K | 0.00% | +707+63.6% | Added |
| Ameritas Advisory Services, LLC | 1,926 | $65.1K | 0.00% | +1,926 | New |
| Activest Wealth Management | 2,000 | $67.5K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,077 | $70.2K | 0.00% | +2,077 | New |
| Harbour Investments, Inc. | 2,105 | $71.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,564 | $86.7K | 0.00% | +2,564 | New |
| CIBC Private Wealth Group, LLC | 2,605 | $88.1K | 0.00% | −64−2.4% | Reduced |
| Bruce G. Allen Investments, LLC | 2,659 | $89.9K | 0.07% | −93−3.4% | Reduced |
| Rosenberg Matthew Hamilton | 2,748 | $92.9K | 0.02% | +124+4.7% | Added |
| Skopos Labs, Inc. | 2,787 | $94.2K | 0.01% | +2,489+835.2% | Added |
| Creative Financial Designs Inc | 2,800 | $94.7K | 0.01% | −64−2.2% | Reduced |
| Clear Street Markets LLC | 2,919 | $98.7K | 0.04% | −8,982−75.5% | Reduced |
| Golden State Wealth Management, LLC | 3,199 | $108.2K | 0.01% | −873−21.4% | Reduced |
| Bryn Mawr Trust Co | 3,297 | $111.5K | 0.00% | −7,629−69.8% | Reduced |
| Rothschild Investment LLC | 3,404 | $115.1K | 0.01% | −398−10.5% | Reduced |
| Hilltop National Bank | 3,530 | $119.4K | 0.03% | +3,530 | New |
| Allianz SE | 3,542 | $119.5K | 0.00% | −8,770−71.2% | Reduced |
| Umb Bank N A | 3,581 | $121.1K | 0.00% | −465−11.5% | Reduced |
| Opal Wealth Advisors, LLC | 3,653 | $123.5K | 0.03% | +1,543+73.1% | Added |
| MAI Capital Management | 4,376 | $148.0K | 0.00% | +4,045+1,222.1% | Added |
| IPG Investment Advisors LLC | 4,512 | $152.6K | 0.03% | +4,512 | New |
| Independence Bank of Kentucky | 4,600 | $155.6K | 0.02% | −500−9.8% | Reduced |
| Financial Perspectives, Inc | 4,894 | $165.5K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,896 | $165.6K | 0.00% | +4,896 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,050 | $170.0K | 0.05% | +950+23.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,045 | $170.2K | 0.00% | +527+11.7% | Added |
| IFP Advisors, Inc | 5,187 | $175.5K | 0.00% | −283−5.2% | Reduced |
| Massmutual Trust Co FSB | 5,244 | $177.4K | 0.00% | −992−15.9% | Reduced |
| GeoWealth Management, LLC | 5,338 | $180.5K | 0.01% | −2,768−34.1% | Reduced |
| Glen Eagle Advisors, LLC | 5,342 | $180.7K | 0.03% | −347−6.1% | Reduced |
| SRS Capital Advisors, Inc. | 5,370 | $181.6K | 0.01% | +522+10.8% | Added |
| Brown Miller Wealth Management, LLC | 5,956 | $201.4K | 0.06% | −1,203−16.8% | Reduced |
| Integrated Investment Consultants, LLC | 5,981 | $202.3K | 0.04% | +5,981 | New |
| Aspen Grove Capital, LLC | 6,015 | $203.4K | 0.03% | +6,015 | New |
| Cozad Asset Management Inc | 6,020 | $203.6K | 0.02% | +6,020 | New |
| Greykasell Wealth Strategies, Inc. | 6,044 | $204.4K | 0.10% | 00.0% | Unchanged |
| Brown Advisory Inc | 6,051 | $204.6K | 0.00% | +6,051 | New |
| Savant Capital, LLC | 6,123 | $207.1K | 0.00% | +6,123 | New |
| Sunpointe, LLC | 6,164 | $208.5K | 0.08% | +6,164 | New |
| Janney Capital Management LLC | 6,190 | $209.0K | 0.01% | −432,337−98.6% | Reduced |
| Wealthspire Advisors, LLC | 6,232 | $210.8K | 0.00% | +6,232 | New |
| Granite Group Advisors, LLC | 6,437 | $217.7K | 0.13% | +6,437 | New |
| Trust Point Inc. | 6,437 | $217.7K | 0.02% | +6,437 | New |
| Walleye Capital LLC | 6,471 | $218.8K | 0.00% | −129,378−95.2% | Reduced |
| First City Capital Management, Inc. | 6,494 | $219.6K | 0.13% | −384−5.6% | Reduced |
| Seven Mile Advisory | 6,514 | $220.3K | 0.13% | −1,143−14.9% | Reduced |
| Cheviot Value Management, LLC | 5,578 | $220.6K | 0.03% | 00.0% | Unchanged |
| Fortress Financial Solutions, LLC | 6,528 | $220.8K | 0.28% | +6,528 | New |
| Boston Private Wealth LLC | 6,531 | $220.9K | 0.01% | −5,276−44.7% | Reduced |
| Commerce Bank | 6,561 | $221.9K | 0.00% | −1,639−20.0% | Reduced |
| CWM, LLC | 6,566 | $222.0K | 0.00% | −306−4.5% | Reduced |
| Oppenheimer & Co Inc | 6,591 | $222.9K | 0.00% | −1,881−22.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,612 | $223.6K | 0.01% | +15+0.2% | Added |
| Genus Capital Management Inc. | 6,620 | $223.9K | 0.03% | −310−4.5% | Reduced |
| Logan Capital Management Inc | 6,666 | $225.4K | 0.01% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 6,761 | $228.7K | 0.12% | −1,829−21.3% | Reduced |
| West Family Investments, Inc. | 6,810 | $230.3K | 0.06% | −2,724−28.6% | Reduced |
| Allworth Financial LP | 6,827 | $230.9K | 0.00% | −1,307−16.1% | Reduced |
| SBI Securities Co., Ltd. | 6,851 | $231.7K | 0.01% | −428−5.9% | Reduced |
| Syverson Strege & Co | 6,891 | $233.1K | 0.06% | +6,891 | New |
| Summit Trail Advisors, LLC | 6,908 | $233.6K | 0.00% | −512−6.9% | Reduced |
| RMR Wealth Builders | 6,980 | $236.1K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,984 | $236.2K | 0.00% | +2,688+62.6% | Added |
| OneAscent Financial Services LLC | 7,149 | $241.0K | 0.02% | −989−12.2% | Reduced |
| Cromwell Holdings LLC | 7,242 | $244.9K | 0.15% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 7,300 | $246.9K | 0.05% | −533−6.8% | Reduced |
| Beacon Pointe Advisors, LLC | 7,424 | $251.1K | 0.00% | +186+2.6% | Added |
| Keybank National Association | 7,433 | $251.4K | 0.00% | +464+6.7% | Added |
| Smartleaf Asset Management LLC | 7,679 | $256.8K | 0.02% | −4,789−38.4% | Reduced |
| EP Wealth Advisors, LLC | 7,638 | $258.3K | 0.00% | +7,638 | New |
| Kingsview Wealth Management, LLC | 7,643 | $258.5K | 0.00% | +220+3.0% | Added |
| Flputnam Investment Management Co | 7,747 | $262.0K | 0.00% | +7,747 | New |
| Park National Corp | 7,789 | $263.4K | 0.01% | +544+7.5% | Added |
| MQS Management LLC | 7,825 | $264.6K | 0.15% | +7,825 | New |
| Perigon Wealth Management, LLC | 7,831 | $264.8K | 0.01% | −4,678−37.4% | Reduced |
| Saba Capital Management, L.P. | 7,844 | $265.3K | 0.01% | +7,844 | New |
| Columbia Asset Management | 7,886 | $266.7K | 0.05% | −666−7.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,947 | $268.8K | 0.01% | +7,947 | New |
| Empower Advisory Group, LLC | 8,019 | $271.2K | 0.00% | +710+9.7% | Added |
| Evelyn Partners Investment Management Services Ltd | 8,100 | $274.2K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 8,185 | $276.8K | 0.01% | +744+10.0% | Added |
| Fiduciary Trust Co | 8,302 | $280.8K | 0.00% | +80+1.0% | Added |
| Werba Rubin Papier Wealth Management | 8,400 | $284.1K | 0.05% | +347+4.3% | Added |
| Zhang Financial LLC | 8,515 | $288.0K | 0.01% | −412−4.6% | Reduced |
| Haven Private, LLC | 8,516 | $288.0K | 0.13% | +8,516 | New |
| Fox Run Management, L.L.C. | 8,573 | $289.9K | 0.05% | +8,573 | New |
| Five Oceans Advisors | 8,767 | $296.5K | 0.13% | −526−5.7% | Reduced |
| Simmons Bank | 8,770 | $296.6K | 0.02% | −7,606−46.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,780 | $296.9K | 0.08% | 00.0% | Unchanged |