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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 7,300 | $299.3K | 0.06% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 7,390 | $303.0K | 0.00% | +7,390 | New |
| Jain Global LLC | 7,484 | $306.8K | 0.00% | +7,484 | New |
| Catalytic Wealth RIA, LLC | 7,606 | $311.8K | 0.01% | +7,606 | New |
| Principal Street Partners, LLC | 7,907 | $324.2K | 0.05% | −15,388−66.1% | Reduced |
| Summit Global Investments | 8,040 | $330.0K | 0.02% | −45,158−84.9% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 8,100 | $330.6K | 0.04% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 8,360 | $342.8K | 0.06% | −40−0.5% | Reduced |
| Lido Advisors, LLC | 8,501 | $348.6K | 0.00% | −322−3.6% | Reduced |
| Trust Point Inc. | 8,532 | $349.8K | 0.03% | +2,095+32.5% | Added |
| Kingsview Wealth Management, LLC | 8,553 | $350.7K | 0.01% | +910+11.9% | Added |
| HighPoint Advisor Group LLC | 8,569 | $351.3K | 0.02% | +384+4.7% | Added |
| Simmons Bank | 8,619 | $353.4K | 0.02% | −151−1.7% | Reduced |
| Empower Advisory Group, LLC | 8,621 | $353.5K | 0.00% | +602+7.5% | Added |
| SRS Capital Advisors, Inc. | 8,699 | $356.7K | 0.01% | +3,329+62.0% | Added |
| GeoWealth Management, LLC | 8,708 | $357.0K | 0.01% | +3,370+63.1% | Added |
| CWM, LLC | 8,759 | $359.0K | 0.00% | +2,193+33.4% | Added |
| Fiduciary Trust Co | 8,758 | $359.1K | 0.00% | +456+5.5% | Added |
| Five Oceans Advisors | 8,767 | $359.4K | 0.13% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 8,780 | $360.0K | 0.08% | 00.0% | Unchanged |
| West Family Investments, Inc. | 8,787 | $360.3K | 0.08% | +1,977+29.0% | Added |
| Summit Trail Advisors, LLC | 8,902 | $365.0K | 0.01% | +1,994+28.9% | Added |
| Blair William & Co | 9,066 | $371.7K | 0.00% | +19+0.2% | Added |
| BNP Paribas Arbitrage, SA | 9,101 | $373.1K | 0.00% | −43,248−82.6% | Reduced |
| Park National Corp | 9,178 | $376.3K | 0.01% | +1,389+17.8% | Added |
| Journey Strategic Wealth LLC | 9,225 | $378.2K | 0.01% | +431+4.9% | Added |
| Walleye Trading LLC | 9,284 | $380.6K | 0.01% | −53,929−85.3% | Reduced |
| Wedmont Private Capital | 9,311 | $380.9K | 0.01% | +71+0.8% | Added |
| Keel Point, LLC | 9,316 | $382.0K | 0.02% | −172−1.8% | Reduced |
| Keybank National Association | 9,342 | $383.0K | 0.00% | +1,909+25.7% | Added |
| Hilltop Holdings Inc. | 9,593 | $392.2K | 0.02% | +797+9.1% | Added |
| Arkadios Wealth Advisors | 9,877 | $405.0K | 0.01% | +301+3.1% | Added |
| Covenant Partners, LLC | 9,908 | $406.2K | 0.12% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,926 | $407.0K | 0.00% | +24+0.2% | Added |
| HRT Financial LP | 9,995 | $409.0K | 0.00% | −7,259−42.1% | Reduced |
| Optas, LLC | 10,108 | $414.4K | 0.07% | +160+1.6% | Added |
| Impact Capital Partners LLC | 10,182 | $417.5K | 0.13% | +188+1.9% | Added |
| Smartleaf Asset Management LLC | 10,125 | $418.5K | 0.03% | +2,446+31.9% | Added |
| Investors Research Corp | 10,311 | $422.8K | 0.08% | −807−7.3% | Reduced |
| M.E. Allison & Co., Inc. | 10,560 | $433.0K | 0.30% | −1,100−9.4% | Reduced |
| Sage Mountain Advisors LLC | 10,638 | $436.2K | 0.02% | +47+0.4% | Added |
| Synovus Financial Corp | 10,661 | $437.1K | 0.01% | −525−4.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,736 | $440.0K | 0.07% | +10,736 | New |
| D'Orazio & Associates, Inc. | 10,784 | $442.1K | 0.06% | −51−0.5% | Reduced |
| Davenport & Co LLC | 10,863 | $445.4K | 0.00% | +1,620+17.5% | Added |
| Stephens Inc | 10,865 | $445.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 10,984 | $450.3K | 0.02% | +1,037+10.4% | Added |
| Mountain Hill Investment Partners Corp. | 11,000 | $451.0K | 0.40% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 11,053 | $453.2K | 0.02% | +1,357+14.0% | Added |
| Drive Wealth Management, LLC | 11,100 | $455.1K | 0.10% | +449+4.2% | Added |
| Brucke Financial, Inc. | 11,877 | $455.6K | 0.27% | −6,989−37.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 11,116 | $455.8K | 0.03% | +1,775+19.0% | Added |
| Steward Partners Investment Advisory, LLC | 11,136 | $456.6K | 0.00% | +648+6.2% | Added |
| Mesirow Financial Investment Management, Inc. | 11,146 | $457.0K | 0.01% | +1,741+18.5% | Added |
| Savant Capital, LLC | 11,157 | $457.4K | 0.00% | +5,034+82.2% | Added |
| Concurrent Investment Advisors, LLC | 11,164 | $457.7K | 0.01% | +1,030+10.2% | Added |
| American Trust Investment Advisors, LLC | 11,295 | $463.1K | 0.24% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 11,381 | $466.6K | 0.05% | +2,003+21.4% | Added |
| FDx Advisors, Inc. | 12,301 | $472.0K | 0.14% | −856−6.5% | Reduced |
| Custom Index Systems, LLC | 11,718 | $480.4K | 0.14% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 11,854 | $486.0K | 0.01% | −20−0.2% | Reduced |
| Seed Wealth Management, Inc. | 11,945 | $489.7K | 0.34% | −300−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 11,984 | $491.4K | 0.02% | +835+7.5% | Added |
| Walleye Capital LLC | 12,023 | $492.9K | 0.00% | +5,552+85.8% | Added |
| CIBC Private Wealth Group, LLC | 12,133 | $497.0K | 0.00% | +9,528+365.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,321 | $505.2K | 0.06% | −207−1.7% | Reduced |
| Leuthold Group, LLC | 12,323 | $505.2K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 12,339 | $505.9K | 0.02% | −1,085−8.1% | Reduced |
| Studio Investment Management LLC | 12,375 | $507.4K | 0.10% | −766−5.8% | Reduced |
| Ninety One SA (PTY) Ltd | 12,516 | $511.4K | 0.02% | +12,516 | New |
| Quinn Opportunity Partners LLC | 12,617 | $517.3K | 0.04% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 12,705 | $520.9K | 0.01% | +315+2.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,707 | $521.0K | 0.01% | +4,760+59.9% | Added |
| HB Wealth Management, LLC | 12,720 | $521.5K | 0.00% | +3,273+34.6% | Added |
| Bridgewater Advisors Inc. | 13,820 | $525.7K | 0.04% | −608−4.2% | Reduced |
| Cresset Asset Management, LLC | 12,855 | $527.0K | 0.00% | +134+1.1% | Added |
| Dorsey & Whitney Trust CO LLC | 12,941 | $530.6K | 0.03% | −5,840−31.1% | Reduced |
| Cordatus Wealth Management LLC | 13,138 | $538.7K | 0.13% | +72+0.6% | Added |
| Legacy Financial Advisors, Inc. | 13,431 | $550.7K | 0.08% | +702+5.5% | Added |
| NBC Securities, Inc. | 13,629 | $558.8K | 0.04% | −4,859−26.3% | Reduced |
| Sax Wealth Advisors, LLC | 13,804 | $565.9K | 0.03% | +30+0.2% | Added |
| Verition Fund Management LLC | 13,910 | $570.3K | 0.00% | −7,883−36.2% | Reduced |
| Macquarie Group Ltd | 14,000 | $572.7K | 0.00% | −351,271−96.2% | Reduced |
| swisspartners Advisors Ltd | 14,000 | $572.7K | 0.47% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 14,345 | $588.1K | 0.01% | +120+0.8% | Added |
| Sivia Capital Partners, LLC | 14,379 | $589.5K | 0.17% | +79+0.6% | Added |
| Stonegate Investment Group, LLC | 14,518 | $595.2K | 0.01% | +1,859+14.7% | Added |
| National Asset Management, Inc. | 14,724 | $603.7K | 0.03% | −11,836−44.6% | Reduced |
| First National Bank of Hutchinson | 14,802 | $606.9K | 0.32% | +1,919+14.9% | Added |
| Clarius Group, LLC | 14,896 | $610.7K | 0.04% | −7,331−33.0% | Reduced |
| Parallel Advisors, LLC | 14,905 | $611.1K | 0.01% | +271+1.9% | Added |
| Klingenstein Fields & Co LP | 14,930 | $612.1K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 14,947 | $612.8K | 0.01% | −4,848−24.5% | Reduced |
| Sage Rhino Capital LLC | 15,115 | $619.7K | 0.12% | +22+0.1% | Added |
| Ascent Group, LLC | 15,300 | $627.3K | 0.02% | +49+0.3% | Added |
| Root Financial Partners, LLC | 15,384 | $630.7K | 0.04% | +15,384 | New |
| Brown Brothers Harriman & Co | 15,429 | $632.6K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 15,570 | $638.4K | 0.03% | −2,154−12.2% | Reduced |
| Clearstead Advisors, LLC | 15,571 | $638.4K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 15,677 | $642.8K | 0.01% | +113+0.7% | Added |