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 |
|---|---|---|---|---|---|
| Cim, LLC | 55,456 | $2.27M | 0.30% | +55,456 | New |
| Transatlantique Private Wealth LLC | 56,008 | $2.29M | 0.75% | +2,130+4.0% | Added |
| Forum Financial Management, LP | 56,404 | $2.31M | 0.03% | +48+0.1% | Added |
| Cigna Investments Inc | 57,269 | $2.34M | 0.33% | −2,537−4.2% | Reduced |
| Groupe la Francaise | 58,108 | $2.35M | 0.03% | −61,371−51.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 57,966 | $2.38M | 0.58% | −25,404−30.5% | Reduced |
| Occudo Quantitative Strategies LP | 59,318 | $2.43M | 0.30% | +59,318 | New |
| BTC Capital Management, Inc. | 59,356 | $2.43M | 0.17% | +13,898+30.6% | Added |
| Orca Wealth Management, LLC | 59,978 | $2.46M | 1.86% | −1,135−1.9% | Reduced |
| Advisors Capital Management, LLC | 60,692 | $2.49M | 0.03% | +8,044+15.3% | Added |
| Bessemer Group Inc | 60,838 | $2.49M | 0.00% | −6,889−10.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 62,675 | $2.57M | 0.46% | −725−1.1% | Reduced |
| Oddo BHF Asset Management SAS | 81,084 | $2.64M | 0.10% | −46,701−36.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 64,469 | $2.64M | 1.36% | −60−0.1% | Reduced |
| Susquehanna Advisors Group, Inc. | 65,200 | $2.67M | 0.08% | +65,200 | New |
| Northwestern Mutual Wealth Management Co | 65,583 | $2.69M | 0.00% | +2,279+3.6% | Added |
| RSM US Wealth Management LLC | 68,133 | $2.79M | 0.04% | +3,708+5.8% | Added |
| Vise Technologies, Inc. | 68,377 | $2.80M | 0.10% | +11,274+19.7% | Added |
| Hantz Financial Services, Inc. | 68,764 | $2.82M | 0.04% | −6,468−8.6% | Reduced |
| Permanent Capital Management, LP | 69,327 | $2.84M | 0.53% | +69,327 | New |
| Integrated Wealth Concepts LLC | 69,344 | $2.84M | 0.03% | +5,750+9.0% | Added |
| Ossiam | 69,905 | $2.86M | 0.04% | −14,835−17.5% | Reduced |
| Mediolanum International Funds Ltd | 70,206 | $2.86M | 0.03% | +766+1.1% | Added |
| Alaethes Wealth LLC | 70,057 | $2.87M | 0.81% | −5,069−6.7% | Reduced |
| TrueMark Investments, LLC | 71,133 | $2.92M | 0.51% | −4,553−6.0% | Reduced |
| Altman Advisors, Inc. | 71,772 | $2.94M | 1.13% | −53−0.1% | Reduced |
| Glenmede Investment Management, LP | 73,582 | $3.02M | 0.01% | +11,130+17.8% | Added |
| Equitable Trust Co | 74,168 | $3.04M | 0.14% | −1,117−1.5% | Reduced |
| Governors Lane LP | 75,861 | $3.11M | 0.43% | −801,961−91.4% | Reduced |
| Factory Mutual Insurance Co | 77,256 | $3.17M | 0.03% | +77,256 | New |
| Signaturefd, LLC | 78,314 | $3.21M | 0.05% | +5,348+7.3% | Added |
| Campbell & CO Investment Adviser LLC | 81,636 | $3.34M | 0.25% | −38,258−31.9% | Reduced |
| Vident Advisory, LLC | 83,077 | $3.41M | 0.03% | −38,743−31.8% | Reduced |
| Cloverfields Capital Group, LP | 85,328 | $3.50M | 1.10% | −2,864−3.2% | Reduced |
| Pictet & Cie (Europe) SA | 86,115 | $3.52M | 0.07% | +50,941+144.8% | Added |
| Independent Advisor Alliance | 87,277 | $3.58M | 0.09% | +556+0.6% | Added |
| Mercer Global Advisors Inc | 88,102 | $3.61M | 0.01% | −10,206−10.4% | Reduced |
| Point72 Hong Kong Ltd | 93,505 | $3.83M | 0.18% | +93,505 | New |
| Highland Capital Management, LLC | 93,866 | $3.85M | 0.19% | +7,110+8.2% | Added |
| Citadel Advisors LLC | 94,172 | $3.86M | 0.00% | +74,238+372.4% | Added |
| Mitchell Capital Management Co | 97,877 | $4.01M | 0.69% | +1,394+1.4% | Added |
| Mount Yale Investment Advisors, LLC | 99,503 | $4.08M | 0.28% | +62,545+169.2% | Added |
| Vestmark Advisory Solutions, Inc. | 99,503 | $4.08M | 0.08% | +99,503 | New |
| US Bancorp | 102,902 | $4.22M | 0.01% | +6,491+6.7% | Added |
| Mirabella Financial Services LLP | 104,728 | $4.29M | 0.37% | −4,702−4.3% | Reduced |
| Brinker Capital Investments, LLC | 104,819 | $4.30M | 0.03% | +8,967+9.4% | Added |
| MML Investors Services, LLC | 105,266 | $4.32M | 0.01% | +7,306+7.5% | Added |
| Quadrant Capital Group LLC | 107,440 | $4.41M | 0.14% | +585+0.5% | Added |
| Metis Global Partners, LLC | 109,565 | $4.47M | 0.11% | +3,252+3.1% | Added |
| Group One Trading, L.P. | 109,542 | $4.49M | 0.13% | +10,167+10.2% | Added |
| Simplex Trading, LLC | 109,948 | $4.51M | 0.10% | +74,402+209.3% | Added |
| Groupama Asset Managment | 144,379 | $4.69M | 0.07% | −1,426−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 116,217 | $4.76M | 0.00% | −11,397−8.9% | Reduced |
| Timber Creek Capital Management LLC | 116,466 | $4.78M | 1.15% | −618−0.5% | Reduced |
| Plato Investment Management Ltd | 120,920 | $4.91M | 0.33% | +36,462+43.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 121,385 | $4.97M | 0.01% | +318+0.3% | Added |
| Point72 (DIFC) Ltd | 121,900 | $5.00M | 0.35% | +121,900 | New |
| Perbak Capital Partners LLP | 122,966 | $5.02M | 0.88% | +122,966 | New |
| Cetera Investment Advisers | 123,152 | $5.05M | 0.01% | +57,505+87.6% | Added |
| CI Private Wealth, LLC | 124,811 | $5.12M | 0.01% | +29,130+30.4% | Added |
| Inspire Trust Co, N.A. | 125,000 | $5.13M | 0.93% | −10,000−7.4% | Reduced |
| HighTower Advisors, LLC | 125,363 | $5.14M | 0.01% | +7,928+6.8% | Added |
| Kestra Advisory Services, LLC | 127,798 | $5.24M | 0.02% | −1,482−1.1% | Reduced |
| SEI Investments Co | 128,677 | $5.28M | 0.01% | −17,170−11.8% | Reduced |
| Wetherby Asset Management Inc | 130,216 | $5.34M | 0.22% | +747+0.6% | Added |
| DJE Kapital AG | 162,371 | $5.40M | 0.13% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 136,000 | $5.55M | 3.76% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 136,918 | $5.61M | 0.00% | +1,927+1.4% | Added |
| M&T Bank Corp | 137,409 | $5.63M | 0.02% | −160,702−53.9% | Reduced |
| Ensign Peak Advisors, Inc | 140,094 | $5.72M | 0.01% | −63,950−31.3% | Reduced |
| Triasima Portfolio Management inc. | 144,965 | $5.94M | 0.90% | +144,965 | New |
| Ritholtz Wealth Management | 145,117 | $5.95M | 0.12% | +886+0.6% | Added |
| Lighthouse Investment Partners, LLC | 146,341 | $6.00M | 0.22% | +146,341 | New |
| QRG Capital Management, Inc. | 148,941 | $6.11M | 0.07% | −39,080−20.8% | Reduced |
| Permanens Capital L.P. | 151,917 | $6.23M | 0.93% | +321+0.2% | Added |
| RPg Family Wealth Advisory, LLC | 154,919 | $6.35M | 1.39% | −429−0.3% | Reduced |
| Cerity Partners LLC | 164,638 | $6.75M | 0.01% | −2,637−1.6% | Reduced |
| First Trust Advisors LP | 165,551 | $6.77M | 0.01% | −34,008−17.0% | Reduced |
| Alberta Investment Management Corp | 169,993 | $6.94M | 0.05% | −97,600−36.5% | Reduced |
| Ingalls & Snyder LLC | 170,069 | $6.97M | 0.23% | +20,008+13.3% | Added |
| Intech Investment Management LLC | 183,082 | $7.48M | 0.07% | +183,082 | New |
| Tudor Investment Corp Et Al | 188,340 | $7.72M | 0.05% | +143,976+324.5% | Added |
| Neuberger Berman Group LLC | 191,219 | $7.83M | 0.01% | +9,309+5.1% | Added |
| Susquehanna International Group, LLP | 191,620 | $7.86M | 0.01% | +152,746+392.9% | Added |
| JustInvest LLC | 194,897 | $8.00M | 0.08% | +13,800+7.6% | Added |
| Black Diamond Capital Management I, LLLP | 200,000 | $8.20M | 5.45% | +200,000 | New |
| Pathstone Holdings, LLC | 205,340 | $8.41M | 0.03% | +14,470+7.6% | Added |
| AQR Capital Management LLC | 207,876 | $8.52M | 0.01% | +68,843+49.5% | Added |
| Mariner, LLC | 207,949 | $8.53M | 0.01% | +26,919+14.9% | Added |
| Point72 Asset Management, L.P. | 233,529 | $9.57M | 0.02% | −309,447−57.0% | Reduced |
| Millennium Management LLC | 236,319 | $9.69M | 0.01% | −469,234−66.5% | Reduced |
| Promethos Capital, LLC | 262,652 | $9.83M | 2.64% | +47,610+22.1% | Added |
| Value Partners Investments Inc. | 240,090 | $9.84M | 0.80% | −19,766−7.6% | Reduced |
| Assenagon Asset Management S.A. | 248,546 | $10.2M | 0.02% | +30,831+14.2% | Added |
| LPL Financial LLC | 253,240 | $10.4M | 0.00% | +38,090+17.7% | Added |
| Jane Street Group, LLC | 254,053 | $10.4M | 0.01% | −1,841,430−87.9% | Reduced |
| UBS Asset Management Americas Inc | 257,886 | $10.6M | 0.00% | −70,408,568−99.6% | Reduced |
| Lazard Asset Management LLC | 265,805 | $10.9M | 0.01% | +265,805 | New |
| LGT Fund Management Co Ltd. | 279,100 | $11.3M | 0.91% | +35,064+14.4% | Added |
| Crossmark Global Holdings, Inc. | 277,075 | $11.4M | 0.17% | −1,291−0.5% | Reduced |