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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 15,711 | $644.2K | 0.00% | +15,711 | New |
| Valeo Financial Advisors, LLC | 15,725 | $644.7K | 0.01% | +1,623+11.5% | Added |
| Farther Finance Advisors, LLC | 15,992 | $655.7K | 0.01% | +2,270+16.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,016 | $656.7K | 0.00% | +36+0.2% | Added |
| Harbour Capital Advisors, LLC | 16,205 | $662.9K | 0.14% | +16,205 | New |
| Versant Capital Management, Inc | 16,559 | $678.9K | 0.09% | −530−3.1% | Reduced |
| Gryphon Financial Partners LLC | 16,655 | $682.9K | 0.08% | +4,231+34.1% | Added |
| Gallacher Capital Management LLC | 17,276 | $708.3K | 0.28% | +1,557+9.9% | Added |
| Resources Investment Advisors, LLC. | 17,575 | $720.6K | 0.01% | +187+1.1% | Added |
| Prospera Financial Services Inc | 18,362 | $752.9K | 0.01% | −72−0.4% | Reduced |
| New Vernon Capital Holdings II LLC | 18,627 | $763.7K | 0.35% | +18,627 | New |
| Citizens Financial Group Inc | 18,846 | $772.7K | 0.01% | +6,367+51.0% | Added |
| TD Waterhouse Canada Inc. | 19,473 | $787.1K | 0.01% | −525−2.6% | Reduced |
| PDS Planning, Inc | 19,305 | $791.5K | 0.05% | +650+3.5% | Added |
| Personal Cfo Solutions, LLC | 19,353 | $793.5K | 0.14% | +156+0.8% | Added |
| British Columbia Investment Management Corp | 19,639 | $801.9K | 0.00% | +8,295+73.1% | Added |
| SkyView Investment Advisors, LLC | 19,617 | $804.0K | 0.10% | +130+0.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,645 | $805.5K | 0.02% | +979+5.2% | Added |
| Corient IA LLC | 20,000 | $820.0K | 0.61% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 20,027 | $821.1K | 0.01% | +1,140+6.0% | Added |
| AlphaCore Capital LLC | 21,050 | $863.0K | 0.03% | +18,973+913.5% | Added |
| Massachusetts Wealth Management | 21,080 | $864.3K | 0.43% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 21,509 | $880.0K | 1.54% | +1,629+8.2% | Added |
| Private Advisor Group, LLC | 21,493 | $881.2K | 0.00% | +1,320+6.5% | Added |
| Solstein Capital, LLC | 22,647 | $926.1K | 0.42% | +4,813+27.0% | Added |
| Liberty One Investment Management, LLC | 22,631 | $927.6K | 0.05% | +2,151+10.5% | Added |
| Barometer Capital Management Inc. | 22,789 | $934.3K | 0.21% | +8,300+57.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,829 | $936.0K | 0.00% | +1,633+7.7% | Added |
| Main Street Financial Solutions, LLC | 23,045 | $944.8K | 0.06% | 00.0% | Unchanged |
| Syon Capital LLC | 23,097 | $947.0K | 0.05% | +5,494+31.2% | Added |
| Chicago Trust Co NA | 23,221 | $952.1K | 0.13% | +2,478+11.9% | Added |
| Ronald Blue Trust, Inc. | 23,783 | $975.1K | 0.01% | +1,449+6.5% | Added |
| Colony Group, LLC | 23,859 | $978.3K | 0.00% | +102+0.4% | Added |
| Bleakley Financial Group, LLC | 24,299 | $996.3K | 0.02% | +5,793+31.3% | Added |
| Net Worth Advisory Group | 24,726 | $1.01M | 0.29% | −1,234−4.8% | Reduced |
| Greenwich Wealth Management LLC | 24,847 | $1.02M | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 24,868 | $1.02M | 0.07% | +287+1.2% | Added |
| Connable Office Inc | 25,409 | $1.04M | 0.10% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 25,655 | $1.05M | 0.10% | −17,106−40.0% | Reduced |
| JFS Wealth Advisors, LLC | 25,692 | $1.05M | 0.06% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 26,555 | $1.09M | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 26,971 | $1.09M | 0.03% | +26,971 | New |
| Centennial Bank | 26,932 | $1.10M | 0.43% | −3,345−11.0% | Reduced |
| Graham Capital Management, L.P. | 26,903 | $1.10M | 0.04% | −24,619−47.8% | Reduced |
| Coldstream Capital Management Inc | 27,292 | $1.12M | 0.02% | +1,113+4.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 27,633 | $1.13M | 0.01% | −6,708−19.5% | Reduced |
| Rockefeller Capital Management L.P. | 28,500 | $1.17M | 0.00% | −5,149−15.3% | Reduced |
| Evelyn Partners Investment Management LLP | 28,866 | $1.18M | 0.03% | 00.0% | Unchanged |
| Banco Santander, S.A. | 28,904 | $1.19M | 0.01% | −32,178−52.7% | Reduced |
| Cullinan Associates Inc | 29,000 | $1.19M | 0.08% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 30,000 | $1.23M | 1.37% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30,482 | $1.25M | 0.00% | −1,863−5.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 30,438 | $1.25M | 0.03% | −34,766−53.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 30,789 | $1.26M | 0.01% | −134−0.4% | Reduced |
| Gradient Investments LLC | 30,940 | $1.27M | 0.02% | +11,715+60.9% | Added |
| Future Fund LLC | 30,970 | $1.27M | 0.45% | +6,195+25.0% | Added |
| Commonwealth Equity Services, LLC | 31,782 | $1.30M | 0.00% | −6,316−16.6% | Reduced |
| Bailard, Inc. | 32,289 | $1.32M | 0.03% | −3,591−10.0% | Reduced |
| 1832 Asset Management L.P. | 32,400 | $1.33M | 0.00% | +32,400 | New |
| SOL Capital Management CO | 32,580 | $1.34M | 0.12% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 32,792 | $1.34M | 0.24% | −5,400−14.1% | Reduced |
| NatWest Group plc | 33,219 | $1.36M | 0.34% | −59,568−64.2% | Reduced |
| Henshaw Capital LLC | 33,267 | $1.36M | 0.05% | +33,267 | New |
| National Bank of Canada | 33,191 | $1.39M | 0.00% | −37,678−53.2% | Reduced |
| Gabelli Funds LLC | 34,500 | $1.41M | 0.01% | −500−1.4% | Reduced |
| Snowden Capital Advisors LLC | 34,858 | $1.43M | 0.04% | −461−1.3% | Reduced |
| Kathmere Capital Management, LLC | 34,999 | $1.43M | 0.10% | +2,030+6.2% | Added |
| Jones Financial Companies LLLP | 35,865 | $1.46M | 0.00% | +1,698+5.0% | Added |
| Sanctuary Advisors, LLC | 37,234 | $1.53M | 0.01% | +3,168+9.3% | Added |
| Ethic Inc. | 37,278 | $1.53M | 0.03% | +9,433+33.9% | Added |
| Pitcairn Co | 37,806 | $1.55M | 0.12% | −6,528−14.7% | Reduced |
| Qtron Investments LLC | 38,264 | $1.56M | 0.19% | −15,569−28.9% | Reduced |
| Atomi Financial Group, Inc. | 38,679 | $1.59M | 0.05% | +9,619+33.1% | Added |
| Atria Investments LLC | 38,963 | $1.60M | 0.02% | +805+2.1% | Added |
| Legacy Capital Group California, Inc. | 39,232 | $1.61M | 0.41% | +524+1.4% | Added |
| Sequoia Financial Advisors, LLC | 39,356 | $1.61M | 0.01% | +4,815+13.9% | Added |
| Advisors Asset Management, Inc. | 39,770 | $1.63M | 0.03% | +6,570+19.8% | Added |
| Evergreen Capital Management LLC | 39,805 | $1.63M | 0.04% | +11,187+39.1% | Added |
| Ballentine Partners, LLC | 39,973 | $1.64M | 0.02% | +2,566+6.9% | Added |
| Jefferies Financial Group Inc. | 40,556 | $1.66M | 0.02% | −161,716−79.9% | Reduced |
| Truist Financial Corp | 41,626 | $1.71M | 0.00% | −156−0.4% | Reduced |
| Rhumbline Advisers | 41,871 | $1.72M | 0.00% | −2,580−5.8% | Reduced |
| Centiva Capital, LP | 41,989 | $1.72M | 0.16% | −16,279−27.9% | Reduced |
| Capital International Sarl | 42,498 | $1.74M | 0.03% | −17,056−28.6% | Reduced |
| Baker Ellis Asset Management LLC | 42,750 | $1.75M | 0.22% | +2,700+6.7% | Added |
| Assetmark, Inc | 44,952 | $1.84M | 0.00% | +10,589+30.8% | Added |
| Yousif Capital Management, LLC | 45,665 | $1.87M | 0.02% | −12,010−20.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 48,052 | $1.97M | 0.01% | +3,043+6.8% | Added |
| Greenleaf Trust | 48,901 | $2.00M | 0.02% | +219+0.4% | Added |
| Cubist Systematic Strategies, LLC | 49,569 | $2.03M | 0.03% | +49,569 | New |
| Gator Capital Management, LLC | 49,850 | $2.04M | 0.52% | +2,250+4.7% | Added |
| Ieq Capital, LLC | 50,616 | $2.08M | 0.01% | +24,349+92.7% | Added |
| Callan Family Office, LLC | 50,849 | $2.08M | 0.07% | −6,182−10.8% | Reduced |
| XTX Topco Ltd | 52,351 | $2.15M | 0.11% | +52,351 | New |
| Stamos Capital Partners, L.P. | 52,518 | $2.15M | 0.41% | −17,946−25.5% | Reduced |
| GWM Advisors LLC | 53,437 | $2.19M | 0.01% | +4,783+9.8% | Added |
| Credit Industriel Et Commercial | 53,878 | $2.20M | 0.35% | −93,500−63.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 53,659 | $2.20M | 0.92% | −1,016−1.9% | Reduced |
| Park Avenue Securities LLC | 53,882 | $2.21M | 0.02% | −412−0.8% | Reduced |
| Marex Group plc | 54,183 | $2.21M | 0.03% | +54,183 | New |