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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 991 | $33.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 978 | $33.1K | 0.00% | −923−48.6% | Reduced |
| GAMMA Investing LLC | 850 | $28.7K | 0.00% | +14+1.7% | Added |
| Maseco LLP | 836 | $28.3K | 0.00% | +836 | New |
| Robinswood Financial LLC | 798 | $27.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 773 | $26.1K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 716 | $24.2K | 0.01% | +644+894.4% | Added |
| Addison Advisors LLC | 711 | $24.0K | 0.01% | +76+12.0% | Added |
| Smithfield Trust Co | 675 | $24.0K | 0.00% | +675 | New |
| NewSquare Capital LLC | 681 | $23.0K | 0.00% | +288+73.3% | Added |
| Clean Yield Group | 591 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 559 | $18.9K | 0.01% | +153+37.7% | Added |
| Zions Bancorporation, National Association | 550 | $18.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 538 | $18.2K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $16.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $16.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 497 | $16.8K | 0.00% | +270+118.9% | Added |
| Private Trust Co NA | 487 | $16.5K | 0.00% | −190−28.1% | Reduced |
| Redmont Wealth Advisors LLC | 475 | $16.1K | 0.02% | +475 | New |
| GW&K Investment Management, LLC | 464 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 460 | $15.6K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 453 | $15.3K | 0.01% | +145+47.1% | Added |
| Union Savings Bank | 410 | $15.3K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 442 | $14.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 437 | $14.8K | 0.00% | +74+20.4% | Added |
| Montag A & Associates Inc | 408 | $13.8K | 0.00% | +42+11.5% | Added |
| Nalls Sherbakoff Group, LLC | 400 | $13.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 397 | $13.4K | 0.00% | −525−56.9% | Reduced |
| Grove Bank & Trust | 395 | $13.4K | 0.00% | −529−57.3% | Reduced |
| Cornerstone Planning Group LLC | 353 | $13.3K | 0.00% | −141−28.5% | Reduced |
| Bullock Wealth Management Group | 383 | $12.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 376 | $12.7K | 0.00% | +187+98.9% | Added |
| Financial Management Professionals, Inc. | 365 | $12.3K | 0.00% | −254−41.0% | Reduced |
| Hanson & Doremus Investment Management | 339 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 315 | $10.7K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 305 | $10.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 287 | $9.70K | 0.00% | −300−51.1% | Reduced |
| Raffa Wealth Management, LLC | 274 | $9.27K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 270 | $9.13K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 270 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 261 | $8.83K | 0.00% | +26+11.1% | Added |
| Strategic Wealth Partners, Ltd. | 255 | $8.62K | 0.00% | +255 | New |
| Winch Advisory Services, LLC | 233 | $7.88K | 0.00% | +6+2.6% | Added |
| Highline Wealth Partners LLC | 225 | $7.61K | 0.00% | +25+12.5% | Added |
| Paradigm Asset Management Co LLC | 224 | $7.58K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 219 | $7.41K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 205 | $6.94K | 0.01% | −5−2.4% | Reduced |
| MPWM Advisory Solutions, LLC | 200 | $6.76K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 200 | $6.76K | 0.01% | +200 | New |
| Bell Investment Advisors, Inc | 187 | $6.33K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 183 | $6.19K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 181 | $6.12K | 0.00% | +134+285.1% | Added |
| Private Wealth Asset Management, LLC | 180 | $6.09K | 0.00% | −15−7.7% | Reduced |
| Federated Hermes, Inc. | 180 | $6.09K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 180 | $6.09K | 0.00% | +43+31.4% | Added |
| Baillie Gifford & Co | 172 | $5.82K | 0.00% | +172 | New |
| Copeland Capital Management, LLC | 171 | $5.78K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 180 | $5.51K | 0.00% | +180 | New |
| South State Corp. | 158 | $5.34K | 0.00% | +8+5.3% | Added |
| Sierra Ocean, LLC | 156 | $5.28K | 0.00% | −63−28.8% | Reduced |
| Whittier Trust Co | 152 | $5.14K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 142 | $4.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 138 | $4.67K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 135 | $4.56K | 0.00% | +75+125.0% | Added |
| Harbor Asset Planning, Inc. | 133 | $4.50K | 0.00% | +133 | New |
| Foster Dykema Cabot & Partners, LLC | 128 | $4.33K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 122 | $4.13K | 0.00% | +64+110.3% | Added |
| Provenance Wealth Advisors, LLC | 120 | $4.06K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 114 | $3.85K | 0.00% | +3+2.7% | Added |
| LRI Investments, LLC | 110 | $3.72K | 0.00% | +110 | New |
| Sunbelt Securities, Inc. | 120 | $3.64K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 103 | $3.48K | 0.00% | +103 | New |
| Bank of Jackson Hole Trust | 100 | $3.38K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 96 | $3.25K | 0.00% | +96 | New |
| Motco | 73 | $2.73K | 0.00% | +73 | New |
| Bare Financial Services, Inc | 79 | $2.67K | 0.00% | +59+295.0% | Added |
| Fortitude Family Office, LLC | 74 | $2.50K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 69 | $2.33K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 69 | $2.33K | 0.00% | +69 | New |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $2.20K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55 | $1.86K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 42 | $1.46K | 0.00% | +42 | New |
| Hallmark Capital Management Inc | 40 | $1.35K | 0.00% | +40 | New |
| Armstrong Advisory Group, Inc | 38 | $1.29K | 0.00% | +38 | New |
| First Command Advisory Services, Inc. | 36 | $1.22K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 35 | $1.18K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 30 | $1.01K | 0.00% | +30 | New |
| Harvest Fund Management Co., Ltd | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $947 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 23 | $778 | 0.00% | +23 | New |
| High Note Wealth, LLC | 13 | $440 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 9 | $305 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6 | $203 | 0.00% | −460−98.7% | Reduced |
| Tortoise Investment Management, LLC | 3 | $101 | 0.00% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 529,606 | $0 | 0.00% | +67,752+14.7% | Added |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −408,401−100.0% | Sold out |