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 |
|---|---|---|---|---|---|
| Maseco LLP | 836 | $34.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 853 | $34.8K | 0.00% | +366+75.2% | Added |
| Addison Advisors LLC | 878 | $36.0K | 0.01% | +167+23.5% | Added |
| Smithfield Trust Co | 900 | $36.0K | 0.00% | +225+33.3% | Added |
| JPL Wealth Management, LLC | 908 | $37.2K | 0.01% | +908 | New |
| TD Private Client Wealth LLC | 949 | $38.9K | 0.00% | −29−3.0% | Reduced |
| Fairscale Capital, LLC | 969 | $39.7K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 991 | $40.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,076 | $44.1K | 0.00% | −150−12.2% | Reduced |
| Salomon & Ludwin, LLC | 1,120 | $46.0K | 0.00% | +1,078+2,566.7% | Added |
| Mather Group, LLC. | 1,123 | $46.0K | 0.00% | +1,123 | New |
| Bryn Mawr Trust Co | 1,265 | $51.9K | 0.00% | −2,032−61.6% | Reduced |
| GAMMA Investing LLC | 1,300 | $53.3K | 0.00% | +450+52.9% | Added |
| Parkside Financial Bank & Trust | 1,403 | $57.5K | 0.00% | +82+6.2% | Added |
| Berbice Capital Management LLC | 1,500 | $61.5K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,575 | $64.6K | 0.01% | +1,075+215.0% | Added |
| Parallax Volatility Advisers, L.P. | 1,887 | $77.4K | 0.00% | +1,887 | New |
| Ameritas Advisory Services, LLC | 1,925 | $78.9K | 0.01% | −1−0.1% | Reduced |
| Activest Wealth Management | 2,000 | $81.7K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,520 | $81.9K | 0.05% | +2,520 | New |
| Westside Investment Management, Inc. | 2,095 | $84.7K | 0.01% | +958+84.3% | Added |
| Fifth Third Bancorp | 2,403 | $98.5K | 0.00% | +1,272+112.5% | Added |
| Harbour Investments, Inc. | 2,518 | $103.2K | 0.00% | +413+19.6% | Added |
| Atlantic Union Bankshares Corp | 2,564 | $105.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,651 | $108.7K | 0.08% | −8−0.3% | Reduced |
| Cloud Capital Management, LLC | 2,690 | $110.0K | 0.06% | +2,690 | New |
| Rosenberg Matthew Hamilton | 2,748 | $112.7K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,868 | $117.6K | 0.01% | +68+2.4% | Added |
| Golden State Wealth Management, LLC | 3,199 | $131.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,236 | $132.7K | 0.00% | −1,951−37.6% | Reduced |
| Allianz SE | 3,390 | $138.5K | 0.00% | −152−4.3% | Reduced |
| Umb Bank N A | 3,905 | $160.1K | 0.00% | +324+9.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,039 | $165.0K | 0.00% | −1,006−19.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,250 | $173.6K | 0.04% | −800−15.8% | Reduced |
| Advisory Services Network, LLC | 4,266 | $174.9K | 0.00% | +4,266 | New |
| Hilltop National Bank | 4,275 | $175.3K | 0.04% | +745+21.1% | Added |
| Independence Bank of Kentucky | 4,600 | $187.7K | 0.02% | 00.0% | Unchanged |
| Banque Transatlantique SA | 4,847 | $197.8K | 0.00% | +4,847 | New |
| Financial Perspectives, Inc | 4,894 | $200.7K | 0.06% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,895 | $200.7K | 0.00% | +4,895 | New |
| Kestra Private Wealth Services, LLC | 4,951 | $203.0K | 0.00% | +4,951 | New |
| Rothschild Investment LLC | 4,952 | $203.0K | 0.01% | +1,548+45.5% | Added |
| Diametric Capital, LP | 4,989 | $204.5K | 0.08% | +4,989 | New |
| Welch & Forbes LLC | 5,008 | $205.3K | 0.00% | +5,008 | New |
| Brown Miller Wealth Management, LLC | 5,176 | $212.2K | 0.06% | −780−13.1% | Reduced |
| Soltis Investment Advisors LLC | 5,204 | $213.3K | 0.01% | +5,204 | New |
| National Philanthropic Trust | 5,214 | $213.8K | 0.00% | +5,214 | New |
| We Are One Seven, LLC | 5,225 | $214.2K | 0.00% | +5,225 | New |
| Oppenheimer & Co Inc | 5,225 | $214.2K | 0.00% | −1,366−20.7% | Reduced |
| Riversedge Advisors, LLC | 5,252 | $215.3K | 0.04% | +5,252 | New |
| Aspen Grove Capital, LLC | 5,263 | $215.8K | 0.04% | −752−12.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $216.5K | 0.02% | +5,281 | New |
| OneAscent Financial Services LLC | 5,281 | $216.5K | 0.01% | −1,868−26.1% | Reduced |
| Cheviot Value Management, LLC | 5,578 | $218.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,342 | $219.0K | 0.03% | 00.0% | Unchanged |
| Janney Capital Management LLC | 5,590 | $229.0K | 0.01% | −600−9.7% | Reduced |
| Global Retirement Partners, LLC | 5,587 | $229.1K | 0.01% | +691+14.1% | Added |
| Aire Advisors, LLC | 5,617 | $230.3K | 0.04% | +5,617 | New |
| Wealthspire Advisors, LLC | 5,647 | $231.5K | 0.00% | −585−9.4% | Reduced |
| a16z Perennial Management, L.P. | 5,648 | $231.6K | 0.02% | +5,648 | New |
| Massmutual Trust Co FSB | 5,654 | $231.8K | 0.01% | +410+7.8% | Added |
| FLC Capital Advisors | 5,693 | $233.4K | 0.05% | +5,693 | New |
| Pictet Bank & Trust Ltd | 5,758 | $235.3K | 0.28% | +5,758 | New |
| Keebeck Wealth Management, LLC | 5,776 | $236.8K | 0.03% | +5,776 | New |
| SCS Capital Management LLC | 5,831 | $239.1K | 0.00% | +5,831 | New |
| Syverson Strege & Co | 5,878 | $241.0K | 0.06% | −1,013−14.7% | Reduced |
| Pensionmark Financial Group, LLC | 5,940 | $243.5K | 0.00% | +5,940 | New |
| Balyasny Asset Management LLC | 5,947 | $243.8K | 0.00% | +5,947 | New |
| Prime Capital Investment Advisors, LLC | 5,955 | $244.2K | 0.00% | +5,955 | New |
| Integrated Investment Consultants, LLC | 5,981 | $245.2K | 0.04% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 6,044 | $247.8K | 0.10% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 6,091 | $249.7K | 0.04% | +6,091 | New |
| Cozad Asset Management Inc | 6,130 | $251.3K | 0.02% | +110+1.8% | Added |
| Sunpointe, LLC | 6,164 | $252.7K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,219 | $255.0K | 0.01% | +6,219 | New |
| SG Americas Securities, LLC | 6,368 | $261.0K | 0.00% | −12,963−67.1% | Reduced |
| Summit Financial, LLC | 6,396 | $262.2K | 0.00% | +6,396 | New |
| NewEdge Wealth, LLC | 6,851 | $262.9K | 0.00% | +6,851 | New |
| Granite Group Advisors, LLC | 6,437 | $263.9K | 0.16% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,446 | $264.0K | 0.00% | −8,956−58.1% | Reduced |
| Principal Securities, Inc. | 6,462 | $264.9K | 0.00% | −522−7.5% | Reduced |
| First City Capital Management, Inc. | 6,469 | $265.2K | 0.14% | −25−0.4% | Reduced |
| Centurion Wealth Management LLC | 6,500 | $266.5K | 0.06% | +6,500 | New |
| Genus Capital Management Inc. | 6,620 | $271.4K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,688 | $274.2K | 0.01% | +76+1.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,743 | $275.5K | 0.00% | +6,743 | New |
| Traveka Wealth, LLC | 6,801 | $278.8K | 0.12% | +40+0.6% | Added |
| 111 Capital | 6,890 | $281.3K | 0.05% | −153,803−95.7% | Reduced |
| Commerce Bank | 6,915 | $283.5K | 0.00% | +354+5.4% | Added |
| SBI Securities Co., Ltd. | 6,933 | $284.3K | 0.01% | +82+1.2% | Added |
| Seven Mile Advisory | 6,934 | $284.3K | 0.05% | +420+6.4% | Added |
| Columbia Asset Management | 6,936 | $284.4K | 0.05% | −950−12.0% | Reduced |
| Allworth Financial LP | 7,115 | $291.7K | 0.00% | +288+4.2% | Added |
| Diversify Advisory Services, LLC | 7,700 | $292.4K | 0.01% | +154+2.0% | Added |
| Cromwell Holdings LLC | 7,242 | $296.9K | 0.16% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 7,243 | $297.0K | 0.00% | −504−6.5% | Reduced |
| Perigon Wealth Management, LLC | 7,267 | $298.0K | 0.01% | −564−7.2% | Reduced |
| Zhang Financial LLC | 7,273 | $298.2K | 0.01% | −1,242−14.6% | Reduced |