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 |
|---|---|---|---|---|---|
| Ossiam | 69,905 | $2.86M | 0.04% | −14,835−17.5% | Reduced |
| Integrated Wealth Concepts LLC | 69,344 | $2.84M | 0.03% | +5,750+9.0% | Added |
| Permanent Capital Management, LP | 69,327 | $2.84M | 0.53% | +69,327 | New |
| Hantz Financial Services, Inc. | 68,764 | $2.82M | 0.04% | −6,468−8.6% | Reduced |
| Vise Technologies, Inc. | 68,377 | $2.80M | 0.10% | +11,274+19.7% | Added |
| RSM US Wealth Management LLC | 68,133 | $2.79M | 0.04% | +3,708+5.8% | Added |
| Northwestern Mutual Wealth Management Co | 65,583 | $2.69M | 0.00% | +2,279+3.6% | Added |
| Susquehanna Advisors Group, Inc. | 65,200 | $2.67M | 0.08% | +65,200 | New |
| Trivant Custom Portfolio Group, LLC | 64,469 | $2.64M | 1.36% | −60−0.1% | Reduced |
| Oddo BHF Asset Management SAS | 81,084 | $2.64M | 0.10% | −46,701−36.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 62,675 | $2.57M | 0.46% | −725−1.1% | Reduced |
| Bessemer Group Inc | 60,838 | $2.49M | 0.00% | −6,889−10.2% | Reduced |
| Advisors Capital Management, LLC | 60,692 | $2.49M | 0.03% | +8,044+15.3% | Added |
| Orca Wealth Management, LLC | 59,978 | $2.46M | 1.86% | −1,135−1.9% | Reduced |
| BTC Capital Management, Inc. | 59,356 | $2.43M | 0.17% | +13,898+30.6% | Added |
| Occudo Quantitative Strategies LP | 59,318 | $2.43M | 0.30% | +59,318 | New |
| Legacy Wealth Asset Management, LLC | 57,966 | $2.38M | 0.58% | −25,404−30.5% | Reduced |
| Groupe la Francaise | 58,108 | $2.35M | 0.03% | −61,371−51.4% | Reduced |
| Cigna Investments Inc | 57,269 | $2.34M | 0.33% | −2,537−4.2% | Reduced |
| Forum Financial Management, LP | 56,404 | $2.31M | 0.03% | +48+0.1% | Added |
| Transatlantique Private Wealth LLC | 56,008 | $2.29M | 0.75% | +2,130+4.0% | Added |
| Cim, LLC | 55,456 | $2.27M | 0.30% | +55,456 | New |
| Marex Group plc | 54,183 | $2.21M | 0.03% | +54,183 | New |
| Park Avenue Securities LLC | 53,882 | $2.21M | 0.02% | −412−0.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 53,659 | $2.20M | 0.92% | −1,016−1.9% | Reduced |
| Credit Industriel Et Commercial | 53,878 | $2.20M | 0.35% | −93,500−63.4% | Reduced |
| GWM Advisors LLC | 53,437 | $2.19M | 0.01% | +4,783+9.8% | Added |
| Stamos Capital Partners, L.P. | 52,518 | $2.15M | 0.41% | −17,946−25.5% | Reduced |
| XTX Topco Ltd | 52,351 | $2.15M | 0.11% | +52,351 | New |
| Callan Family Office, LLC | 50,849 | $2.08M | 0.07% | −6,182−10.8% | Reduced |
| Ieq Capital, LLC | 50,616 | $2.08M | 0.01% | +24,349+92.7% | Added |
| Gator Capital Management, LLC | 49,850 | $2.04M | 0.52% | +2,250+4.7% | Added |
| Cubist Systematic Strategies, LLC | 49,569 | $2.03M | 0.03% | +49,569 | New |
| Greenleaf Trust | 48,901 | $2.00M | 0.02% | +219+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 48,052 | $1.97M | 0.01% | +3,043+6.8% | Added |
| Yousif Capital Management, LLC | 45,665 | $1.87M | 0.02% | −12,010−20.8% | Reduced |
| Assetmark, Inc | 44,952 | $1.84M | 0.00% | +10,589+30.8% | Added |
| Baker Ellis Asset Management LLC | 42,750 | $1.75M | 0.22% | +2,700+6.7% | Added |
| Capital International Sarl | 42,498 | $1.74M | 0.03% | −17,056−28.6% | Reduced |
| Centiva Capital, LP | 41,989 | $1.72M | 0.16% | −16,279−27.9% | Reduced |
| Rhumbline Advisers | 41,871 | $1.72M | 0.00% | −2,580−5.8% | Reduced |
| Truist Financial Corp | 41,626 | $1.71M | 0.00% | −156−0.4% | Reduced |
| Jefferies Financial Group Inc. | 40,556 | $1.66M | 0.02% | −161,716−79.9% | Reduced |
| Ballentine Partners, LLC | 39,973 | $1.64M | 0.02% | +2,566+6.9% | Added |
| Evergreen Capital Management LLC | 39,805 | $1.63M | 0.04% | +11,187+39.1% | Added |
| Advisors Asset Management, Inc. | 39,770 | $1.63M | 0.03% | +6,570+19.8% | Added |
| Sequoia Financial Advisors, LLC | 39,356 | $1.61M | 0.01% | +4,815+13.9% | Added |
| Legacy Capital Group California, Inc. | 39,232 | $1.61M | 0.41% | +524+1.4% | Added |
| Atria Investments LLC | 38,963 | $1.60M | 0.02% | +805+2.1% | Added |
| Atomi Financial Group, Inc. | 38,679 | $1.59M | 0.05% | +9,619+33.1% | Added |
| Qtron Investments LLC | 38,264 | $1.56M | 0.19% | −15,569−28.9% | Reduced |
| Pitcairn Co | 37,806 | $1.55M | 0.12% | −6,528−14.7% | Reduced |
| Ethic Inc. | 37,278 | $1.53M | 0.03% | +9,433+33.9% | Added |
| Sanctuary Advisors, LLC | 37,234 | $1.53M | 0.01% | +3,168+9.3% | Added |
| Jones Financial Companies LLLP | 35,865 | $1.46M | 0.00% | +1,698+5.0% | Added |
| Kathmere Capital Management, LLC | 34,999 | $1.43M | 0.10% | +2,030+6.2% | Added |
| Snowden Capital Advisors LLC | 34,858 | $1.43M | 0.04% | −461−1.3% | Reduced |
| Gabelli Funds LLC | 34,500 | $1.41M | 0.01% | −500−1.4% | Reduced |
| National Bank of Canada | 33,191 | $1.39M | 0.00% | −37,678−53.2% | Reduced |
| Henshaw Capital LLC | 33,267 | $1.36M | 0.05% | +33,267 | New |
| NatWest Group plc | 33,219 | $1.36M | 0.34% | −59,568−64.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 32,792 | $1.34M | 0.24% | −5,400−14.1% | Reduced |
| SOL Capital Management CO | 32,580 | $1.34M | 0.12% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 32,400 | $1.33M | 0.00% | +32,400 | New |
| Bailard, Inc. | 32,289 | $1.32M | 0.03% | −3,591−10.0% | Reduced |
| Commonwealth Equity Services, LLC | 31,782 | $1.30M | 0.00% | −6,316−16.6% | Reduced |
| Future Fund LLC | 30,970 | $1.27M | 0.45% | +6,195+25.0% | Added |
| Gradient Investments LLC | 30,940 | $1.27M | 0.02% | +11,715+60.9% | Added |
| Cullen/Frost Bankers, Inc. | 30,789 | $1.26M | 0.01% | −134−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 30,438 | $1.25M | 0.03% | −34,766−53.3% | Reduced |
| Advisor Group Holdings, Inc. | 30,482 | $1.25M | 0.00% | −1,863−5.8% | Reduced |
| Credit Capital Investments LLC | 30,000 | $1.23M | 1.37% | 00.0% | Unchanged |
| Cullinan Associates Inc | 29,000 | $1.19M | 0.08% | 00.0% | Unchanged |
| Banco Santander, S.A. | 28,904 | $1.19M | 0.01% | −32,178−52.7% | Reduced |
| Evelyn Partners Investment Management LLP | 28,866 | $1.18M | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 28,500 | $1.17M | 0.00% | −5,149−15.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 27,633 | $1.13M | 0.01% | −6,708−19.5% | Reduced |
| Coldstream Capital Management Inc | 27,292 | $1.12M | 0.02% | +1,113+4.3% | Added |
| Graham Capital Management, L.P. | 26,903 | $1.10M | 0.04% | −24,619−47.8% | Reduced |
| Centennial Bank | 26,932 | $1.10M | 0.43% | −3,345−11.0% | Reduced |
| CAPROCK Group, Inc. | 26,971 | $1.09M | 0.03% | +26,971 | New |
| Pinnacle Associates Ltd | 26,555 | $1.09M | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25,692 | $1.05M | 0.06% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 25,655 | $1.05M | 0.10% | −17,106−40.0% | Reduced |
| Connable Office Inc | 25,409 | $1.04M | 0.10% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 24,868 | $1.02M | 0.07% | +287+1.2% | Added |
| Greenwich Wealth Management LLC | 24,847 | $1.02M | 0.05% | 00.0% | Unchanged |
| Net Worth Advisory Group | 24,726 | $1.01M | 0.29% | −1,234−4.8% | Reduced |
| Bleakley Financial Group, LLC | 24,299 | $996.3K | 0.02% | +5,793+31.3% | Added |
| Colony Group, LLC | 23,859 | $978.3K | 0.00% | +102+0.4% | Added |
| Ronald Blue Trust, Inc. | 23,783 | $975.1K | 0.01% | +1,449+6.5% | Added |
| Chicago Trust Co NA | 23,221 | $952.1K | 0.13% | +2,478+11.9% | Added |
| Syon Capital LLC | 23,097 | $947.0K | 0.05% | +5,494+31.2% | Added |
| Main Street Financial Solutions, LLC | 23,045 | $944.8K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 22,829 | $936.0K | 0.00% | +1,633+7.7% | Added |
| Barometer Capital Management Inc. | 22,789 | $934.3K | 0.21% | +8,300+57.3% | Added |
| Liberty One Investment Management, LLC | 22,631 | $927.6K | 0.05% | +2,151+10.5% | Added |
| Solstein Capital, LLC | 22,647 | $926.1K | 0.42% | +4,813+27.0% | Added |
| Private Advisor Group, LLC | 21,493 | $881.2K | 0.00% | +1,320+6.5% | Added |
| Lingohr & Partner Asset Management GmbH | 21,509 | $880.0K | 1.54% | +1,629+8.2% | Added |