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 |
|---|---|---|---|---|---|
| Corient IA LLC | 20,000 | $676.4K | 0.40% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 19,998 | $675.1K | 0.00% | +6,755+51.0% | Added |
| Citadel Advisors LLC | 19,934 | $674.2K | 0.00% | −393,379−95.2% | Reduced |
| Lingohr & Partner Asset Management GmbH | 19,880 | $672.0K | 1.22% | +19,880 | New |
| Oppenheimer Asset Management Inc. | 19,795 | $669.5K | 0.01% | +2,568+14.9% | Added |
| SG Americas Securities, LLC | 19,331 | $654.0K | 0.00% | +10,637+122.3% | Added |
| SkyView Investment Advisors, LLC | 19,487 | $652.0K | 0.09% | −260−1.3% | Reduced |
| Gradient Investments LLC | 19,225 | $650.2K | 0.01% | +3,910+25.5% | Added |
| Personal Cfo Solutions, LLC | 19,197 | $649.2K | 0.12% | −8,307−30.2% | Reduced |
| Tower Research Capital LLC (TRC) | 18,941 | $640.6K | 0.02% | −5,941−23.9% | Reduced |
| United Capital Financial Advisers, LLC | 18,887 | $638.8K | 0.01% | −2,572−12.0% | Reduced |
| Brucke Financial, Inc. | 18,866 | $638.0K | 0.44% | −812−4.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,781 | $635.2K | 0.03% | −2,121−10.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,666 | $631.3K | 0.02% | +975+5.5% | Added |
| PDS Planning, Inc | 18,655 | $630.9K | 0.05% | +91+0.5% | Added |
| Bleakley Financial Group, LLC | 18,506 | $625.9K | 0.02% | +3,430+22.8% | Added |
| NBC Securities, Inc. | 18,488 | $625.0K | 0.05% | +1,802+10.8% | Added |
| Prospera Financial Services Inc | 18,434 | $623.5K | 0.01% | +310+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 17,782 | $602.6K | 0.00% | −19,536−52.4% | Reduced |
| Solstein Capital, LLC | 17,834 | $602.0K | 0.31% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 17,724 | $599.5K | 0.04% | −4,551−20.4% | Reduced |
| Syon Capital LLC | 17,603 | $595.3K | 0.04% | +2,716+18.2% | Added |
| PEAK6 LLC | 17,389 | $588.1K | 0.02% | −23,528−57.5% | Reduced |
| Resources Investment Advisors, LLC. | 17,388 | $588.1K | 0.01% | −874−4.8% | Reduced |
| HRT Financial LP | 17,254 | $583.0K | 0.00% | +17,254 | New |
| Versant Capital Management, Inc | 17,089 | $578.0K | 0.09% | +706+4.3% | Added |
| Bridgewater Advisors Inc. | 14,428 | $548.3K | 0.04% | −70−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,980 | $540.4K | 0.00% | −6,404−28.6% | Reduced |
| Gallacher Capital Management LLC | 15,719 | $531.6K | 0.25% | −851−5.1% | Reduced |
| Clearstead Advisors, LLC | 15,571 | $526.6K | 0.01% | −40−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 15,564 | $526.4K | 0.01% | −1,306−7.7% | Reduced |
| Brown Brothers Harriman & Co | 15,429 | $521.8K | 0.00% | +199+1.3% | Added |
| Janney Montgomery Scott LLC | 15,402 | $521.0K | 0.00% | −2,162−12.3% | Reduced |
| Ascent Group, LLC | 15,251 | $515.8K | 0.02% | +18+0.1% | Added |
| Sage Rhino Capital LLC | 15,093 | $510.4K | 0.11% | −328−2.1% | Reduced |
| Klingenstein Fields & Co LP | 14,930 | $504.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14,634 | $494.9K | 0.01% | −3,403−18.9% | Reduced |
| Barometer Capital Management Inc. | 14,489 | $490.0K | 0.14% | +1,000+7.4% | Added |
| Sivia Capital Partners, LLC | 14,300 | $483.6K | 0.16% | +639+4.7% | Added |
| Merit Financial Group, LLC | 14,225 | $481.1K | 0.01% | +6,822+92.2% | Added |
| Valeo Financial Advisors, LLC | 14,102 | $476.9K | 0.01% | −844−5.6% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $473.3K | 0.45% | −52,277−78.9% | Reduced |
| Sax Wealth Advisors, LLC | 13,774 | $465.8K | 0.03% | −862−5.9% | Reduced |
| Farther Finance Advisors, LLC | 13,722 | $464.1K | 0.01% | +11,069+417.2% | Added |
| ICONIQ Capital, LLC | 13,488 | $456.2K | 0.01% | −5,911−30.5% | Reduced |
| Spire Wealth Management | 13,424 | $454.0K | 0.02% | +23+0.2% | Added |
| FDx Advisors, Inc. | 13,157 | $445.0K | 0.14% | −222−1.7% | Reduced |
| Studio Investment Management LLC | 13,141 | $444.4K | 0.09% | −249−1.9% | Reduced |
| Cordatus Wealth Management LLC | 13,066 | $442.0K | 0.11% | −224−1.7% | Reduced |
| IMC-Chicago, LLC | 13,036 | $440.9K | 0.01% | +13,036 | New |
| First National Bank of Hutchinson | 12,883 | $435.7K | 0.27% | +499+4.0% | Added |
| Legacy Financial Advisors, Inc. | 12,729 | $430.5K | 0.07% | +233+1.9% | Added |
| Cresset Asset Management, LLC | 12,721 | $430.2K | 0.00% | −7,059−35.7% | Reduced |
| Stonegate Investment Group, LLC | 12,659 | $428.1K | 0.01% | +311+2.5% | Added |
| Quinn Opportunity Partners LLC | 12,617 | $426.7K | 0.04% | +12,617 | New |
| Dakota Wealth Management | 12,564 | $424.9K | 0.01% | +42+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,528 | $423.7K | 0.06% | +1,560+14.2% | Added |
| Citizens Financial Group Inc | 12,479 | $422.0K | 0.01% | +3,543+39.6% | Added |
| Gryphon Financial Partners LLC | 12,424 | $420.2K | 0.05% | +2,458+24.7% | Added |
| Sagespring Wealth Partners, LLC | 12,390 | $419.0K | 0.01% | −4,564−26.9% | Reduced |
| Leuthold Group, LLC | 12,323 | $416.8K | 0.05% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 12,245 | $414.1K | 0.31% | −890−6.8% | Reduced |
| Mission Wealth Management, LP | 11,874 | $401.6K | 0.01% | −709−5.6% | Reduced |
| Eqis Capital Management, Inc. | 11,803 | $399.2K | 0.03% | +382+3.3% | Added |
| Custom Index Systems, LLC | 11,718 | $396.3K | 0.19% | −5,528−32.1% | Reduced |
| M.E. Allison & Co., Inc. | 11,660 | $394.3K | 0.32% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 11,493 | $386.0K | 0.00% | +11,493 | New |
| British Columbia Investment Management Corp | 11,344 | $384.0K | 0.00% | −1,675−12.9% | Reduced |
| American Trust Investment Advisors, LLC | 11,295 | $382.0K | 0.19% | 00.0% | Unchanged |
| Synovus Financial Corp | 11,186 | $378.3K | 0.00% | −498−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 11,149 | $377.1K | 0.02% | +1,594+16.7% | Added |
| Investors Research Corp | 11,118 | $376.0K | 0.07% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 11,000 | $372.0K | 0.31% | 00.0% | Unchanged |
| Stephens Inc | 10,865 | $367.5K | 0.01% | −25−0.2% | Reduced |
| D'Orazio & Associates, Inc. | 10,835 | $366.4K | 0.05% | −328−2.9% | Reduced |
| Drive Wealth Management, LLC | 10,651 | $360.2K | 0.08% | −114−1.1% | Reduced |
| Sage Mountain Advisors LLC | 10,591 | $358.2K | 0.02% | −319−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,488 | $354.7K | 0.00% | +6,496+162.7% | Added |
| Concurrent Investment Advisors, LLC | 10,134 | $342.7K | 0.01% | +985+10.8% | Added |
| Impact Capital Partners LLC | 9,994 | $338.0K | 0.11% | +394+4.1% | Added |
| Optas, LLC | 9,948 | $336.4K | 0.06% | −3,658−26.9% | Reduced |
| Venturi Wealth Management, LLC | 9,947 | $336.4K | 0.02% | +1,859+23.0% | Added |
| Covenant Partners, LLC | 9,908 | $335.1K | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,902 | $334.9K | 0.00% | +82+0.8% | Added |
| Wedmont Private Capital | 9,240 | $330.8K | 0.01% | +146+1.6% | Added |
| Calamos Wealth Management LLC | 9,696 | $327.9K | 0.01% | +10.0% | Added |
| Arkadios Wealth Advisors | 9,576 | $323.9K | 0.01% | −360−3.6% | Reduced |
| Keel Point, LLC | 9,488 | $320.9K | 0.02% | +346+3.8% | Added |
| HB Wealth Management, LLC | 9,447 | $319.5K | 0.00% | −3,694−28.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 9,405 | $318.1K | 0.01% | −2,135−18.5% | Reduced |
| Aprio Wealth Management, LLC | 9,378 | $317.2K | 0.04% | −3,710−28.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 9,341 | $315.9K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 9,243 | $312.6K | 0.00% | −5,011−35.2% | Reduced |
| Blair William & Co | 9,047 | $306.0K | 0.00% | −394−4.2% | Reduced |
| Diversify Advisory Services, LLC | 7,546 | $298.4K | 0.01% | −6,077−44.6% | Reduced |
| Lido Advisors, LLC | 8,823 | $298.4K | 0.00% | −220−2.4% | Reduced |
| Hilltop Holdings Inc. | 8,796 | $297.6K | 0.02% | −1,294−12.8% | Reduced |
| Journey Strategic Wealth LLC | 8,794 | $297.4K | 0.01% | −328−3.6% | Reduced |
| Shilanski & Associates, Inc. | 8,790 | $297.3K | 0.08% | −108−1.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,780 | $296.9K | 0.08% | 00.0% | Unchanged |