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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 20,480 | $692.6K | 0.07% | −898−4.2% | Reduced |
| Chicago Trust Co NA | 20,743 | $701.5K | 0.10% | +12,171+142.0% | Added |
| Massachusetts Wealth Management | 21,080 | $712.9K | 0.40% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,196 | $717.0K | 0.00% | +657+3.2% | Added |
| Verition Fund Management LLC | 21,793 | $737.0K | 0.00% | +21,793 | New |
| Clarius Group, LLC | 22,227 | $751.4K | 0.04% | −1,801−7.5% | Reduced |
| Ronald Blue Trust, Inc. | 22,334 | $755.3K | 0.01% | −8,417−27.4% | Reduced |
| Bayforest Capital Ltd | 22,622 | $765.1K | 0.33% | +22,622 | New |
| Main Street Financial Solutions, LLC | 23,045 | $779.4K | 0.06% | −225−1.0% | Reduced |
| Principal Street Partners, LLC | 23,295 | $787.8K | 0.08% | +15,487+198.3% | Added |
| Colony Group, LLC | 23,757 | $803.5K | 0.00% | +9,646+68.4% | Added |
| Checchi Capital Advisers, LLC | 24,581 | $831.3K | 0.06% | −711−2.8% | Reduced |
| Future Fund LLC | 24,775 | $837.9K | 0.37% | +2,301+10.2% | Added |
| Greenwich Wealth Management LLC | 24,847 | $840.0K | 0.04% | 00.0% | Unchanged |
| Connable Office Inc | 25,409 | $859.3K | 0.09% | −1,884−6.9% | Reduced |
| JFS Wealth Advisors, LLC | 25,692 | $868.9K | 0.06% | 00.0% | Unchanged |
| Net Worth Advisory Group | 25,960 | $878.0K | 0.19% | +1,140+4.6% | Added |
| Coldstream Capital Management Inc | 26,179 | $885.4K | 0.01% | +290+1.1% | Added |
| Ieq Capital, LLC | 26,267 | $888.3K | 0.01% | +7,203+37.8% | Added |
| Pinnacle Associates Ltd | 26,555 | $898.1K | 0.01% | +5,122+23.9% | Added |
| National Asset Management, Inc. | 26,560 | $898.3K | 0.04% | −15,548−36.9% | Reduced |
| Virtu Financial LLC | 26,722 | $904.0K | 0.05% | +18,711+233.6% | Added |
| Atlas Capital Advisors LLC | 26,894 | $909.6K | 0.11% | 00.0% | Unchanged |
| Ethic Inc. | 27,845 | $931.1K | 0.02% | +1,158+4.3% | Added |
| Evergreen Capital Management LLC | 28,618 | $967.9K | 0.03% | −1,570−5.2% | Reduced |
| Evelyn Partners Investment Management LLP | 28,866 | $977.3K | 0.03% | 00.0% | Unchanged |
| Cullinan Associates Inc | 29,000 | $980.8K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 29,060 | $982.8K | 0.04% | −10,905−27.3% | Reduced |
| Credit Capital Investments LLC | 30,000 | $1.01M | 1.42% | −13,000−30.2% | Reduced |
| Centennial Bank | 30,277 | $1.02M | 0.43% | −300−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 30,923 | $1.05M | 0.01% | +24,125+354.9% | Added |
| Squarepoint Ops LLC | 31,592 | $1.07M | 0.00% | +300+1.0% | Added |
| Advisor Group Holdings, Inc. | 32,345 | $1.09M | 0.00% | +5,299+19.6% | Added |
| Victory Capital Management Inc | 31,511 | $1.10M | 0.00% | +31,511 | New |
| SOL Capital Management CO | 32,580 | $1.10M | 0.11% | −3,500−9.7% | Reduced |
| Kathmere Capital Management, LLC | 32,969 | $1.12M | 0.09% | −2,727−7.6% | Reduced |
| Longfellow Investment Management Co LLC | 41,675 | $1.12M | 0.28% | +41,675 | New |
| Advisors Asset Management, Inc. | 33,200 | $1.12M | 0.02% | +5,362+19.3% | Added |
| Rockefeller Capital Management L.P. | 33,649 | $1.14M | 0.00% | +8,520+33.9% | Added |
| Jones Financial Companies LLLP | 34,167 | $1.14M | 0.00% | +3,444+11.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,341 | $1.14M | 0.01% | +7,196+26.5% | Added |
| Sanctuary Advisors, LLC | 34,066 | $1.15M | 0.01% | +7,252+27.0% | Added |
| Assetmark, Inc | 34,363 | $1.16M | 0.00% | +13,680+66.1% | Added |
| Sequoia Financial Advisors, LLC | 34,541 | $1.17M | 0.01% | −2,732−7.3% | Reduced |
| Gabelli Funds LLC | 35,000 | $1.18M | 0.01% | +1,000+2.9% | Added |
| Pictet & Cie (Europe) SA | 35,174 | $1.19M | 0.03% | +26,225+293.0% | Added |
| Snowden Capital Advisors LLC | 35,319 | $1.19M | 0.04% | −1,095−3.0% | Reduced |
| Simplex Trading, LLC | 35,546 | $1.20M | 0.03% | +3,283+10.2% | Added |
| Bailard, Inc. | 35,880 | $1.21M | 0.03% | −384−1.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 36,958 | $1.25M | 0.10% | −579−1.5% | Reduced |
| Capital Fund Management S.A. | 37,132 | $1.26M | 0.01% | +37,132 | New |
| GTS Securities LLC | 37,307 | $1.26M | 0.06% | +37,307 | New |
| Ballentine Partners, LLC | 37,407 | $1.27M | 0.02% | +963+2.6% | Added |
| Commonwealth Equity Services, LLC | 38,098 | $1.29M | 0.00% | −10,956−22.3% | Reduced |
| Atria Investments LLC | 38,158 | $1.29M | 0.02% | −18,402−32.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 38,192 | $1.29M | 0.24% | −4,638−10.8% | Reduced |
| Legacy Capital Group California, Inc. | 38,708 | $1.31M | 0.36% | +831+2.2% | Added |
| Susquehanna International Group, LLP | 38,874 | $1.31M | 0.00% | −804,837−95.4% | Reduced |
| Baker Ellis Asset Management LLC | 40,050 | $1.35M | 0.19% | +1,050+2.7% | Added |
| Truist Financial Corp | 41,782 | $1.41M | 0.00% | −9,622−18.7% | Reduced |
| Twin Tree Management, LP | 42,234 | $1.43M | 0.04% | +42,234 | New |
| Northside Capital Management, LLC | 42,761 | $1.45M | 0.11% | +42,761 | New |
| Pitcairn Co | 44,334 | $1.50M | 0.10% | −22,769−33.9% | Reduced |
| Tudor Investment Corp Et Al | 44,364 | $1.50M | 0.01% | +44,364 | New |
| Rhumbline Advisers | 44,451 | $1.50M | 0.00% | +1,897+4.5% | Added |
| Kovitz Investment Group Partners, LLC | 45,009 | $1.52M | 0.01% | +5,178+13.0% | Added |
| BTC Capital Management, Inc. | 45,458 | $1.54M | 0.13% | +1,801+4.1% | Added |
| Gator Capital Management, LLC | 47,600 | $1.61M | 0.50% | 00.0% | Unchanged |
| GWM Advisors LLC | 48,654 | $1.65M | 0.01% | +6,882+16.5% | Added |
| Greenleaf Trust | 48,682 | $1.65M | 0.01% | −35−0.1% | Reduced |
| Graham Capital Management, L.P. | 51,522 | $1.74M | 0.05% | +51,522 | New |
| BNP Paribas Arbitrage, SA | 52,349 | $1.77M | 0.00% | +42,725+443.9% | Added |
| Advisors Capital Management, LLC | 52,648 | $1.78M | 0.02% | +16,102+44.1% | Added |
| Summit Global Investments | 53,198 | $1.80M | 0.11% | −11,049−17.2% | Reduced |
| Qtron Investments LLC | 53,833 | $1.82M | 0.23% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 53,878 | $1.82M | 0.67% | +11,309+26.6% | Added |
| Park Avenue Securities LLC | 54,294 | $1.84M | 0.02% | −3,633−6.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 54,675 | $1.85M | 0.82% | +919+1.7% | Added |
| Forum Financial Management, LP | 56,356 | $1.91M | 0.03% | −11,749−17.3% | Reduced |
| Callan Family Office, LLC | 57,031 | $1.93M | 0.06% | +34,278+150.7% | Added |
| Vise Technologies, Inc. | 57,103 | $1.93M | 0.08% | +57,103 | New |
| Avantax Advisory Services, Inc. | 57,244 | $1.94M | 0.01% | +8,063+16.4% | Added |
| Yousif Capital Management, LLC | 57,675 | $1.95M | 0.02% | +3,825+7.1% | Added |
| Centiva Capital, LP | 58,268 | $1.97M | 0.13% | +43,675+299.3% | Added |
| Capital International Sarl | 59,554 | $2.01M | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 59,806 | $2.02M | 0.35% | −854−1.4% | Reduced |
| Banco Santander, S.A. | 61,082 | $2.07M | 0.02% | −60,012−49.6% | Reduced |
| Orca Wealth Management, LLC | 61,113 | $2.07M | 1.74% | +1,134+1.9% | Added |
| Glenmede Investment Management, LP | 62,452 | $2.11M | 0.01% | +62,452 | New |
| Walleye Trading LLC | 63,213 | $2.14M | 0.05% | +41,126+186.2% | Added |
| Northwestern Mutual Wealth Management Co | 63,304 | $2.14M | 0.00% | +8,894+16.3% | Added |
| Wealth Alliance Advisory Group, LLC | 63,400 | $2.14M | 0.41% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 63,594 | $2.15M | 0.02% | +277+0.4% | Added |
| RSM US Wealth Management LLC | 64,425 | $2.18M | 0.03% | +12,737+24.6% | Added |
| Trivant Custom Portfolio Group, LLC | 64,529 | $2.18M | 1.20% | +374+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 65,204 | $2.21M | 0.05% | +65,204 | New |
| Cetera Investment Advisers | 65,647 | $2.22M | 0.00% | −14,443−18.0% | Reduced |
| Bessemer Group Inc | 67,727 | $2.29M | 0.00% | +3,966+6.2% | Added |
| Mediolanum International Funds Ltd | 69,440 | $2.33M | 0.03% | −107,844−60.8% | Reduced |
| Andra AP-fonden | 86,857 | $2.33M | 0.03% | 00.0% | Unchanged |