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, Q3 2025
Institutional positions in UBS Group AG as of Sep 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
- 622
- +31 vs. Q2 2025
- Shares held
- 1.22B
- +39.0M (+3.3%) vs. Q2 2025
- Total value
- $49.8B
- +$10.2B (+25.7%) vs. Q2 2025
- New holders
- 89
- 241 more added
- Sold out
- 58
- 193 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 669,259 | $0 | 0.00% | +139,653+26.4% | Added |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $123 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6 | $246 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $533 | 0.00% | +13 | New |
| Palisade Asset Management, LLC | 15 | $615 | 0.00% | +15 | New |
| Bear Mountain Capital, Inc. | 18 | $676 | 0.00% | +18 | New |
| Crewe Advisors LLC | 17 | $697 | 0.00% | +17 | New |
| Central Trust Co | 20 | $820 | 0.00% | +20 | New |
| Stone House Investment Management, LLC | 22 | $902 | 0.00% | +22 | New |
| Harvest Fund Management Co., Ltd | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 27 | $1.11K | 0.00% | +27 | New |
| Horizon Investments, LLC | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 35 | $1.44K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 36 | $1.47K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 38 | $1.56K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 46 | $1.89K | 0.00% | +46 | New |
| American Capital Advisory, LLC | 46 | $1.89K | 0.00% | +46 | New |
| AdvisorNet Financial, Inc | 47 | $1.93K | 0.00% | −134−74.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 47 | $1.93K | 0.00% | +47 | New |
| SWAN Capital LLC | 48 | $1.97K | 0.00% | −48−50.0% | Reduced |
| Avion Wealth | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 52 | $2.13K | 0.00% | +29+126.1% | Added |
| Bogart Wealth, LLC | 55 | $2.25K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 62 | $2.54K | 0.00% | +62 | New |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $2.67K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 69 | $2.83K | 0.00% | −186−72.9% | Reduced |
| Cornerstone Planning Group LLC | 87 | $2.93K | 0.00% | −266−75.4% | Reduced |
| Fortitude Family Office, LLC | 74 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 82 | $3.36K | 0.00% | +3+3.8% | Added |
| Kozak & Associates, Inc. | 96 | $3.67K | 0.00% | +96 | New |
| Bank of Jackson Hole Trust | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 103 | $4.22K | 0.00% | −77−42.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 108 | $4.43K | 0.01% | −179−62.4% | Reduced |
| Provenance Wealth Advisors, LLC | 120 | $4.92K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 122 | $5.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 126 | $5.17K | 0.00% | −45−26.3% | Reduced |
| First Pacific Financial | 126 | $5.17K | 0.00% | −16−11.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 128 | $5.25K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 133 | $5.45K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 134 | $5.49K | 0.00% | +24+21.8% | Added |
| ORG Partners LLC | 135 | $5.54K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 138 | $5.66K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 151 | $6.19K | 0.00% | +31+25.8% | Added |
| Wealth Watch Advisors, INC | 152 | $6.23K | 0.00% | +152 | New |
| Bell Investment Advisors, Inc | 154 | $6.31K | 0.00% | −33−17.6% | Reduced |
| Essential Partners LLC | 166 | $6.81K | 0.00% | +166 | New |
| Baillie Gifford & Co | 172 | $7.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 180 | $7.38K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 183 | $7.50K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 188 | $7.71K | 0.00% | +188 | New |
| Principia Wealth Advisory, LLC | 191 | $7.83K | 0.01% | +122+176.8% | Added |
| Penserra Capital Management LLC | 198 | $8.00K | 0.00% | −72−26.7% | Reduced |
| Abound Wealth Management | 196 | $8.04K | 0.00% | +168+600.0% | Added |
| Westend Capital Management, LLC | 199 | $8.16K | 0.00% | +199 | New |
| MPWM Advisory Solutions, LLC | 200 | $8.20K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 200 | $8.20K | 0.01% | +200 | New |
| Roxbury Financial LLC | 205 | $8.41K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 217 | $8.90K | 0.00% | +217 | New |
| FWL Investment Management, LLC | 219 | $8.98K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 224 | $9.00K | 0.00% | +174+348.0% | Added |
| Paradigm Asset Management Co LLC | 224 | $9.18K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 228 | $9.35K | 0.01% | +228 | New |
| Winch Advisory Services, LLC | 233 | $9.56K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 235 | $9.63K | 0.00% | −26−10.0% | Reduced |
| Retirement Wealth Solutions LLC | 244 | $10.0K | 0.01% | +244 | New |
| Financial Consulate, Inc | 254 | $10.4K | 0.00% | +254 | New |
| Guerra Advisors Inc | 262 | $10.7K | 0.00% | +262 | New |
| Salem Investment Counselors Inc | 270 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 281 | $11.5K | 0.00% | −156−35.7% | Reduced |
| Quarry LP | 286 | $11.7K | 0.00% | +286 | New |
| Raffa Wealth Management, LLC | 314 | $12.9K | 0.00% | +40+14.6% | Added |
| Sterling Capital Management LLC | 315 | $12.9K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 335 | $13.7K | 0.01% | +155+86.1% | Added |
| Hanson & Doremus Investment Management | 339 | $14.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 342 | $14.0K | 0.00% | −66−16.2% | Reduced |
| Financial Management Professionals, Inc. | 374 | $15.3K | 0.00% | +9+2.5% | Added |
| Bullock Wealth Management Group | 383 | $15.5K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 400 | $16.4K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 442 | $18.1K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 460 | $18.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 464 | $19.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 475 | $19.5K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 497 | $20.4K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $20.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 501 | $20.5K | 0.00% | −49−8.9% | Reduced |
| WealthCollab, LLC | 509 | $20.9K | 0.01% | +56+12.4% | Added |
| Highline Wealth Partners LLC | 525 | $21.5K | 0.01% | +300+133.3% | Added |
| Sound Income Strategies, LLC | 538 | $21.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 567 | $23.2K | 0.00% | +170+42.8% | Added |
| True Wealth Design, LLC | 584 | $23.9K | 0.01% | +584 | New |
| Clean Yield Group | 591 | $24.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 597 | $24.5K | 0.00% | −18,344−96.8% | Reduced |
| MAI Capital Management | 620 | $25.4K | 0.00% | −3,756−85.8% | Reduced |
| Flagship Wealth Advisors, LLC | 700 | $28.7K | 0.01% | +700 | New |
| Cape Investment Advisory, Inc. | 724 | $29.7K | 0.03% | +165+29.5% | Added |
| Key Financial Inc | 773 | $31.2K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 798 | $32.7K | 0.00% | −1,021−56.1% | Reduced |
| Robinswood Financial LLC | 798 | $32.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 821 | $33.7K | 0.00% | +445+118.4% | Added |