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