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 |
|---|---|---|---|---|---|
| Shilanski & Associates, Inc. | 8,790 | $297.3K | 0.08% | −108−1.2% | Reduced |
| Journey Strategic Wealth LLC | 8,794 | $297.4K | 0.01% | −328−3.6% | Reduced |
| Hilltop Holdings Inc. | 8,796 | $297.6K | 0.02% | −1,294−12.8% | Reduced |
| Lido Advisors, LLC | 8,823 | $298.4K | 0.00% | −220−2.4% | Reduced |
| Diversify Advisory Services, LLC | 7,546 | $298.4K | 0.01% | −6,077−44.6% | Reduced |
| Blair William & Co | 9,047 | $306.0K | 0.00% | −394−4.2% | Reduced |
| Davenport & Co LLC | 9,243 | $312.6K | 0.00% | −5,011−35.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 9,341 | $315.9K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 9,378 | $317.2K | 0.04% | −3,710−28.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,405 | $318.1K | 0.01% | −2,135−18.5% | Reduced |
| HB Wealth Management, LLC | 9,447 | $319.5K | 0.00% | −3,694−28.1% | Reduced |
| Keel Point, LLC | 9,488 | $320.9K | 0.02% | +346+3.8% | Added |
| Arkadios Wealth Advisors | 9,576 | $323.9K | 0.01% | −360−3.6% | Reduced |
| Calamos Wealth Management LLC | 9,696 | $327.9K | 0.01% | +10.0% | Added |
| Wedmont Private Capital | 9,240 | $330.8K | 0.01% | +146+1.6% | Added |
| D.A. Davidson & Co. | 9,902 | $334.9K | 0.00% | +82+0.8% | Added |
| Covenant Partners, LLC | 9,908 | $335.1K | 0.10% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9,947 | $336.4K | 0.02% | +1,859+23.0% | Added |
| Optas, LLC | 9,948 | $336.4K | 0.06% | −3,658−26.9% | Reduced |
| Impact Capital Partners LLC | 9,994 | $338.0K | 0.11% | +394+4.1% | Added |
| Concurrent Investment Advisors, LLC | 10,134 | $342.7K | 0.01% | +985+10.8% | Added |
| Steward Partners Investment Advisory, LLC | 10,488 | $354.7K | 0.00% | +6,496+162.7% | Added |
| Sage Mountain Advisors LLC | 10,591 | $358.2K | 0.02% | −319−2.9% | Reduced |
| Drive Wealth Management, LLC | 10,651 | $360.2K | 0.08% | −114−1.1% | Reduced |
| D'Orazio & Associates, Inc. | 10,835 | $366.4K | 0.05% | −328−2.9% | Reduced |
| Stephens Inc | 10,865 | $367.5K | 0.01% | −25−0.2% | Reduced |
| Mountain Hill Investment Partners Corp. | 11,000 | $372.0K | 0.31% | 00.0% | Unchanged |
| Investors Research Corp | 11,118 | $376.0K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11,149 | $377.1K | 0.02% | +1,594+16.7% | Added |
| Synovus Financial Corp | 11,186 | $378.3K | 0.00% | −498−4.3% | Reduced |
| American Trust Investment Advisors, LLC | 11,295 | $382.0K | 0.19% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 11,344 | $384.0K | 0.00% | −1,675−12.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,493 | $386.0K | 0.00% | +11,493 | New |
| M.E. Allison & Co., Inc. | 11,660 | $394.3K | 0.32% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 11,718 | $396.3K | 0.19% | −5,528−32.1% | Reduced |
| Eqis Capital Management, Inc. | 11,803 | $399.2K | 0.03% | +382+3.3% | Added |
| Mission Wealth Management, LP | 11,874 | $401.6K | 0.01% | −709−5.6% | Reduced |
| Seed Wealth Management, Inc. | 12,245 | $414.1K | 0.31% | −890−6.8% | Reduced |
| Leuthold Group, LLC | 12,323 | $416.8K | 0.05% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 12,390 | $419.0K | 0.01% | −4,564−26.9% | Reduced |
| Gryphon Financial Partners LLC | 12,424 | $420.2K | 0.05% | +2,458+24.7% | Added |
| Citizens Financial Group Inc | 12,479 | $422.0K | 0.01% | +3,543+39.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,528 | $423.7K | 0.06% | +1,560+14.2% | Added |
| Dakota Wealth Management | 12,564 | $424.9K | 0.01% | +42+0.3% | Added |
| Quinn Opportunity Partners LLC | 12,617 | $426.7K | 0.04% | +12,617 | New |
| Stonegate Investment Group, LLC | 12,659 | $428.1K | 0.01% | +311+2.5% | Added |
| Cresset Asset Management, LLC | 12,721 | $430.2K | 0.00% | −7,059−35.7% | Reduced |
| Legacy Financial Advisors, Inc. | 12,729 | $430.5K | 0.07% | +233+1.9% | Added |
| First National Bank of Hutchinson | 12,883 | $435.7K | 0.27% | +499+4.0% | Added |
| IMC-Chicago, LLC | 13,036 | $440.9K | 0.01% | +13,036 | New |
| Cordatus Wealth Management LLC | 13,066 | $442.0K | 0.11% | −224−1.7% | Reduced |
| Studio Investment Management LLC | 13,141 | $444.4K | 0.09% | −249−1.9% | Reduced |
| FDx Advisors, Inc. | 13,157 | $445.0K | 0.14% | −222−1.7% | Reduced |
| Spire Wealth Management | 13,424 | $454.0K | 0.02% | +23+0.2% | Added |
| ICONIQ Capital, LLC | 13,488 | $456.2K | 0.01% | −5,911−30.5% | Reduced |
| Farther Finance Advisors, LLC | 13,722 | $464.1K | 0.01% | +11,069+417.2% | Added |
| Sax Wealth Advisors, LLC | 13,774 | $465.8K | 0.03% | −862−5.9% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $473.3K | 0.45% | −52,277−78.9% | Reduced |
| Valeo Financial Advisors, LLC | 14,102 | $476.9K | 0.01% | −844−5.6% | Reduced |
| Merit Financial Group, LLC | 14,225 | $481.1K | 0.01% | +6,822+92.2% | Added |
| Sivia Capital Partners, LLC | 14,300 | $483.6K | 0.16% | +639+4.7% | Added |
| Barometer Capital Management Inc. | 14,489 | $490.0K | 0.14% | +1,000+7.4% | Added |
| Parallel Advisors, LLC | 14,634 | $494.9K | 0.01% | −3,403−18.9% | Reduced |
| Klingenstein Fields & Co LP | 14,930 | $504.9K | 0.02% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 15,093 | $510.4K | 0.11% | −328−2.1% | Reduced |
| Ascent Group, LLC | 15,251 | $515.8K | 0.02% | +18+0.1% | Added |
| Janney Montgomery Scott LLC | 15,402 | $521.0K | 0.00% | −2,162−12.3% | Reduced |
| Brown Brothers Harriman & Co | 15,429 | $521.8K | 0.00% | +199+1.3% | Added |
| Warren Averett Asset Management, LLC | 15,564 | $526.4K | 0.01% | −1,306−7.7% | Reduced |
| Clearstead Advisors, LLC | 15,571 | $526.6K | 0.01% | −40−0.3% | Reduced |
| Gallacher Capital Management LLC | 15,719 | $531.6K | 0.25% | −851−5.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,980 | $540.4K | 0.00% | −6,404−28.6% | Reduced |
| Bridgewater Advisors Inc. | 14,428 | $548.3K | 0.04% | −70−0.5% | Reduced |
| Versant Capital Management, Inc | 17,089 | $578.0K | 0.09% | +706+4.3% | Added |
| HRT Financial LP | 17,254 | $583.0K | 0.00% | +17,254 | New |
| Resources Investment Advisors, LLC. | 17,388 | $588.1K | 0.01% | −874−4.8% | Reduced |
| PEAK6 LLC | 17,389 | $588.1K | 0.02% | −23,528−57.5% | Reduced |
| Syon Capital LLC | 17,603 | $595.3K | 0.04% | +2,716+18.2% | Added |
| Rehmann Capital Advisory Group | 17,724 | $599.5K | 0.04% | −4,551−20.4% | Reduced |
| Solstein Capital, LLC | 17,834 | $602.0K | 0.31% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 17,782 | $602.6K | 0.00% | −19,536−52.4% | Reduced |
| Prospera Financial Services Inc | 18,434 | $623.5K | 0.01% | +310+1.7% | Added |
| NBC Securities, Inc. | 18,488 | $625.0K | 0.05% | +1,802+10.8% | Added |
| Bleakley Financial Group, LLC | 18,506 | $625.9K | 0.02% | +3,430+22.8% | Added |
| PDS Planning, Inc | 18,655 | $630.9K | 0.05% | +91+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,666 | $631.3K | 0.02% | +975+5.5% | Added |
| Dorsey & Whitney Trust CO LLC | 18,781 | $635.2K | 0.03% | −2,121−10.1% | Reduced |
| Brucke Financial, Inc. | 18,866 | $638.0K | 0.44% | −812−4.1% | Reduced |
| United Capital Financial Advisers, LLC | 18,887 | $638.8K | 0.01% | −2,572−12.0% | Reduced |
| Tower Research Capital LLC (TRC) | 18,941 | $640.6K | 0.02% | −5,941−23.9% | Reduced |
| Personal Cfo Solutions, LLC | 19,197 | $649.2K | 0.12% | −8,307−30.2% | Reduced |
| Gradient Investments LLC | 19,225 | $650.2K | 0.01% | +3,910+25.5% | Added |
| SkyView Investment Advisors, LLC | 19,487 | $652.0K | 0.09% | −260−1.3% | Reduced |
| SG Americas Securities, LLC | 19,331 | $654.0K | 0.00% | +10,637+122.3% | Added |
| Oppenheimer Asset Management Inc. | 19,795 | $669.5K | 0.01% | +2,568+14.9% | Added |
| Lingohr & Partner Asset Management GmbH | 19,880 | $672.0K | 1.22% | +19,880 | New |
| Citadel Advisors LLC | 19,934 | $674.2K | 0.00% | −393,379−95.2% | Reduced |
| TD Waterhouse Canada Inc. | 19,998 | $675.1K | 0.00% | +6,755+51.0% | Added |
| Corient IA LLC | 20,000 | $676.4K | 0.40% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,173 | $682.3K | 0.00% | −4,124−17.0% | Reduced |