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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 69,440 | $2.33M | 0.03% | −107,844−60.8% | Reduced |
| Bessemer Group Inc | 67,727 | $2.29M | 0.00% | +3,966+6.2% | Added |
| Cetera Investment Advisers | 65,647 | $2.22M | 0.00% | −14,443−18.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 65,204 | $2.21M | 0.05% | +65,204 | New |
| Trivant Custom Portfolio Group, LLC | 64,529 | $2.18M | 1.20% | +374+0.6% | Added |
| RSM US Wealth Management LLC | 64,425 | $2.18M | 0.03% | +12,737+24.6% | Added |
| Integrated Wealth Concepts LLC | 63,594 | $2.15M | 0.02% | +277+0.4% | Added |
| Wealth Alliance Advisory Group, LLC | 63,400 | $2.14M | 0.41% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 63,304 | $2.14M | 0.00% | +8,894+16.3% | Added |
| Walleye Trading LLC | 63,213 | $2.14M | 0.05% | +41,126+186.2% | Added |
| Glenmede Investment Management, LP | 62,452 | $2.11M | 0.01% | +62,452 | New |
| Orca Wealth Management, LLC | 61,113 | $2.07M | 1.74% | +1,134+1.9% | Added |
| Banco Santander, S.A. | 61,082 | $2.07M | 0.02% | −60,012−49.6% | Reduced |
| Cigna Investments Inc | 59,806 | $2.02M | 0.35% | −854−1.4% | Reduced |
| Capital International Sarl | 59,554 | $2.01M | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 58,268 | $1.97M | 0.13% | +43,675+299.3% | Added |
| Yousif Capital Management, LLC | 57,675 | $1.95M | 0.02% | +3,825+7.1% | Added |
| Avantax Advisory Services, Inc. | 57,244 | $1.94M | 0.01% | +8,063+16.4% | Added |
| Vise Technologies, Inc. | 57,103 | $1.93M | 0.08% | +57,103 | New |
| Callan Family Office, LLC | 57,031 | $1.93M | 0.06% | +34,278+150.7% | Added |
| Forum Financial Management, LP | 56,356 | $1.91M | 0.03% | −11,749−17.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 54,675 | $1.85M | 0.82% | +919+1.7% | Added |
| Park Avenue Securities LLC | 54,294 | $1.84M | 0.02% | −3,633−6.3% | Reduced |
| Transatlantique Private Wealth LLC | 53,878 | $1.82M | 0.67% | +11,309+26.6% | Added |
| Qtron Investments LLC | 53,833 | $1.82M | 0.23% | 00.0% | Unchanged |
| Summit Global Investments | 53,198 | $1.80M | 0.11% | −11,049−17.2% | Reduced |
| Advisors Capital Management, LLC | 52,648 | $1.78M | 0.02% | +16,102+44.1% | Added |
| BNP Paribas Arbitrage, SA | 52,349 | $1.77M | 0.00% | +42,725+443.9% | Added |
| Graham Capital Management, L.P. | 51,522 | $1.74M | 0.05% | +51,522 | New |
| Greenleaf Trust | 48,682 | $1.65M | 0.01% | −35−0.1% | Reduced |
| GWM Advisors LLC | 48,654 | $1.65M | 0.01% | +6,882+16.5% | Added |
| Gator Capital Management, LLC | 47,600 | $1.61M | 0.50% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 45,458 | $1.54M | 0.13% | +1,801+4.1% | Added |
| Kovitz Investment Group Partners, LLC | 45,009 | $1.52M | 0.01% | +5,178+13.0% | Added |
| Rhumbline Advisers | 44,451 | $1.50M | 0.00% | +1,897+4.5% | Added |
| Tudor Investment Corp Et Al | 44,364 | $1.50M | 0.01% | +44,364 | New |
| Pitcairn Co | 44,334 | $1.50M | 0.10% | −22,769−33.9% | Reduced |
| Northside Capital Management, LLC | 42,761 | $1.45M | 0.11% | +42,761 | New |
| Twin Tree Management, LP | 42,234 | $1.43M | 0.04% | +42,234 | New |
| Truist Financial Corp | 41,782 | $1.41M | 0.00% | −9,622−18.7% | Reduced |
| Baker Ellis Asset Management LLC | 40,050 | $1.35M | 0.19% | +1,050+2.7% | Added |
| Susquehanna International Group, LLP | 38,874 | $1.31M | 0.00% | −804,837−95.4% | Reduced |
| Legacy Capital Group California, Inc. | 38,708 | $1.31M | 0.36% | +831+2.2% | Added |
| Beverly Hills Private Wealth, LLC | 38,192 | $1.29M | 0.24% | −4,638−10.8% | Reduced |
| Atria Investments LLC | 38,158 | $1.29M | 0.02% | −18,402−32.5% | Reduced |
| Commonwealth Equity Services, LLC | 38,098 | $1.29M | 0.00% | −10,956−22.3% | Reduced |
| Ballentine Partners, LLC | 37,407 | $1.27M | 0.02% | +963+2.6% | Added |
| GTS Securities LLC | 37,307 | $1.26M | 0.06% | +37,307 | New |
| Capital Fund Management S.A. | 37,132 | $1.26M | 0.01% | +37,132 | New |
| Mount Yale Investment Advisors, LLC | 36,958 | $1.25M | 0.10% | −579−1.5% | Reduced |
| Bailard, Inc. | 35,880 | $1.21M | 0.03% | −384−1.1% | Reduced |
| Simplex Trading, LLC | 35,546 | $1.20M | 0.03% | +3,283+10.2% | Added |
| Snowden Capital Advisors LLC | 35,319 | $1.19M | 0.04% | −1,095−3.0% | Reduced |
| Pictet & Cie (Europe) SA | 35,174 | $1.19M | 0.03% | +26,225+293.0% | Added |
| Gabelli Funds LLC | 35,000 | $1.18M | 0.01% | +1,000+2.9% | Added |
| Sequoia Financial Advisors, LLC | 34,541 | $1.17M | 0.01% | −2,732−7.3% | Reduced |
| Assetmark, Inc | 34,363 | $1.16M | 0.00% | +13,680+66.1% | Added |
| Sanctuary Advisors, LLC | 34,066 | $1.15M | 0.01% | +7,252+27.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,341 | $1.14M | 0.01% | +7,196+26.5% | Added |
| Jones Financial Companies LLLP | 34,167 | $1.14M | 0.00% | +3,444+11.2% | Added |
| Rockefeller Capital Management L.P. | 33,649 | $1.14M | 0.00% | +8,520+33.9% | Added |
| Advisors Asset Management, Inc. | 33,200 | $1.12M | 0.02% | +5,362+19.3% | Added |
| Longfellow Investment Management Co LLC | 41,675 | $1.12M | 0.28% | +41,675 | New |
| Kathmere Capital Management, LLC | 32,969 | $1.12M | 0.09% | −2,727−7.6% | Reduced |
| SOL Capital Management CO | 32,580 | $1.10M | 0.11% | −3,500−9.7% | Reduced |
| Victory Capital Management Inc | 31,511 | $1.10M | 0.00% | +31,511 | New |
| Advisor Group Holdings, Inc. | 32,345 | $1.09M | 0.00% | +5,299+19.6% | Added |
| Squarepoint Ops LLC | 31,592 | $1.07M | 0.00% | +300+1.0% | Added |
| Cullen/Frost Bankers, Inc. | 30,923 | $1.05M | 0.01% | +24,125+354.9% | Added |
| Centennial Bank | 30,277 | $1.02M | 0.43% | −300−1.0% | Reduced |
| Credit Capital Investments LLC | 30,000 | $1.01M | 1.42% | −13,000−30.2% | Reduced |
| Atomi Financial Group, Inc. | 29,060 | $982.8K | 0.04% | −10,905−27.3% | Reduced |
| Cullinan Associates Inc | 29,000 | $980.8K | 0.06% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 28,866 | $977.3K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 28,618 | $967.9K | 0.03% | −1,570−5.2% | Reduced |
| Ethic Inc. | 27,845 | $931.1K | 0.02% | +1,158+4.3% | Added |
| Atlas Capital Advisors LLC | 26,894 | $909.6K | 0.11% | 00.0% | Unchanged |
| Virtu Financial LLC | 26,722 | $904.0K | 0.05% | +18,711+233.6% | Added |
| National Asset Management, Inc. | 26,560 | $898.3K | 0.04% | −15,548−36.9% | Reduced |
| Pinnacle Associates Ltd | 26,555 | $898.1K | 0.01% | +5,122+23.9% | Added |
| Ieq Capital, LLC | 26,267 | $888.3K | 0.01% | +7,203+37.8% | Added |
| Coldstream Capital Management Inc | 26,179 | $885.4K | 0.01% | +290+1.1% | Added |
| Net Worth Advisory Group | 25,960 | $878.0K | 0.19% | +1,140+4.6% | Added |
| JFS Wealth Advisors, LLC | 25,692 | $868.9K | 0.06% | 00.0% | Unchanged |
| Connable Office Inc | 25,409 | $859.3K | 0.09% | −1,884−6.9% | Reduced |
| Greenwich Wealth Management LLC | 24,847 | $840.0K | 0.04% | 00.0% | Unchanged |
| Future Fund LLC | 24,775 | $837.9K | 0.37% | +2,301+10.2% | Added |
| Checchi Capital Advisers, LLC | 24,581 | $831.3K | 0.06% | −711−2.8% | Reduced |
| Colony Group, LLC | 23,757 | $803.5K | 0.00% | +9,646+68.4% | Added |
| Principal Street Partners, LLC | 23,295 | $787.8K | 0.08% | +15,487+198.3% | Added |
| Main Street Financial Solutions, LLC | 23,045 | $779.4K | 0.06% | −225−1.0% | Reduced |
| Bayforest Capital Ltd | 22,622 | $765.1K | 0.33% | +22,622 | New |
| Ronald Blue Trust, Inc. | 22,334 | $755.3K | 0.01% | −8,417−27.4% | Reduced |
| Clarius Group, LLC | 22,227 | $751.4K | 0.04% | −1,801−7.5% | Reduced |
| Verition Fund Management LLC | 21,793 | $737.0K | 0.00% | +21,793 | New |
| Cambridge Investment Research Advisors, Inc. | 21,196 | $717.0K | 0.00% | +657+3.2% | Added |
| Massachusetts Wealth Management | 21,080 | $712.9K | 0.40% | 00.0% | Unchanged |
| Chicago Trust Co NA | 20,743 | $701.5K | 0.10% | +12,171+142.0% | Added |
| Liberty One Investment Management, LLC | 20,480 | $692.6K | 0.07% | −898−4.2% | Reduced |
| Private Advisor Group, LLC | 20,173 | $682.3K | 0.00% | −4,124−17.0% | Reduced |