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 |
|---|---|---|---|---|---|
| Massachusetts Wealth Management | 21,080 | $864.3K | 0.43% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 21,050 | $863.0K | 0.03% | +18,973+913.5% | Added |
| United Capital Financial Advisers, LLC | 20,027 | $821.1K | 0.01% | +1,140+6.0% | Added |
| Corient IA LLC | 20,000 | $820.0K | 0.61% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 19,645 | $805.5K | 0.02% | +979+5.2% | Added |
| SkyView Investment Advisors, LLC | 19,617 | $804.0K | 0.10% | +130+0.7% | Added |
| British Columbia Investment Management Corp | 19,639 | $801.9K | 0.00% | +8,295+73.1% | Added |
| Personal Cfo Solutions, LLC | 19,353 | $793.5K | 0.14% | +156+0.8% | Added |
| PDS Planning, Inc | 19,305 | $791.5K | 0.05% | +650+3.5% | Added |
| TD Waterhouse Canada Inc. | 19,473 | $787.1K | 0.01% | −525−2.6% | Reduced |
| Citizens Financial Group Inc | 18,846 | $772.7K | 0.01% | +6,367+51.0% | Added |
| New Vernon Capital Holdings II LLC | 18,627 | $763.7K | 0.35% | +18,627 | New |
| Prospera Financial Services Inc | 18,362 | $752.9K | 0.01% | −72−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 17,575 | $720.6K | 0.01% | +187+1.1% | Added |
| Gallacher Capital Management LLC | 17,276 | $708.3K | 0.28% | +1,557+9.9% | Added |
| Gryphon Financial Partners LLC | 16,655 | $682.9K | 0.08% | +4,231+34.1% | Added |
| Versant Capital Management, Inc | 16,559 | $678.9K | 0.09% | −530−3.1% | Reduced |
| Harbour Capital Advisors, LLC | 16,205 | $662.9K | 0.14% | +16,205 | New |
| Envestnet Portfolio Solutions, Inc. | 16,016 | $656.7K | 0.00% | +36+0.2% | Added |
| Farther Finance Advisors, LLC | 15,992 | $655.7K | 0.01% | +2,270+16.5% | Added |
| Valeo Financial Advisors, LLC | 15,725 | $644.7K | 0.01% | +1,623+11.5% | Added |
| Schonfeld Strategic Advisors LLC | 15,711 | $644.2K | 0.00% | +15,711 | New |
| Warren Averett Asset Management, LLC | 15,677 | $642.8K | 0.01% | +113+0.7% | Added |
| Clearstead Advisors, LLC | 15,571 | $638.4K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 15,570 | $638.4K | 0.03% | −2,154−12.2% | Reduced |
| Brown Brothers Harriman & Co | 15,429 | $632.6K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 15,384 | $630.7K | 0.04% | +15,384 | New |
| Ascent Group, LLC | 15,300 | $627.3K | 0.02% | +49+0.3% | Added |
| Sage Rhino Capital LLC | 15,115 | $619.7K | 0.12% | +22+0.1% | Added |
| Oppenheimer Asset Management Inc. | 14,947 | $612.8K | 0.01% | −4,848−24.5% | Reduced |
| Klingenstein Fields & Co LP | 14,930 | $612.1K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14,905 | $611.1K | 0.01% | +271+1.9% | Added |
| Clarius Group, LLC | 14,896 | $610.7K | 0.04% | −7,331−33.0% | Reduced |
| First National Bank of Hutchinson | 14,802 | $606.9K | 0.32% | +1,919+14.9% | Added |
| National Asset Management, Inc. | 14,724 | $603.7K | 0.03% | −11,836−44.6% | Reduced |
| Stonegate Investment Group, LLC | 14,518 | $595.2K | 0.01% | +1,859+14.7% | Added |
| Sivia Capital Partners, LLC | 14,379 | $589.5K | 0.17% | +79+0.6% | Added |
| Merit Financial Group, LLC | 14,345 | $588.1K | 0.01% | +120+0.8% | Added |
| 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 |
| Verition Fund Management LLC | 13,910 | $570.3K | 0.00% | −7,883−36.2% | Reduced |
| Sax Wealth Advisors, LLC | 13,804 | $565.9K | 0.03% | +30+0.2% | Added |
| NBC Securities, Inc. | 13,629 | $558.8K | 0.04% | −4,859−26.3% | Reduced |
| Legacy Financial Advisors, Inc. | 13,431 | $550.7K | 0.08% | +702+5.5% | Added |
| Cordatus Wealth Management LLC | 13,138 | $538.7K | 0.13% | +72+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 12,941 | $530.6K | 0.03% | −5,840−31.1% | Reduced |
| Cresset Asset Management, LLC | 12,855 | $527.0K | 0.00% | +134+1.1% | Added |
| Bridgewater Advisors Inc. | 13,820 | $525.7K | 0.04% | −608−4.2% | Reduced |
| HB Wealth Management, LLC | 12,720 | $521.5K | 0.00% | +3,273+34.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,707 | $521.0K | 0.01% | +4,760+59.9% | Added |
| Sagespring Wealth Partners, LLC | 12,705 | $520.9K | 0.01% | +315+2.5% | Added |
| Quinn Opportunity Partners LLC | 12,617 | $517.3K | 0.04% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 12,516 | $511.4K | 0.02% | +12,516 | New |
| Studio Investment Management LLC | 12,375 | $507.4K | 0.10% | −766−5.8% | Reduced |
| Spire Wealth Management | 12,339 | $505.9K | 0.02% | −1,085−8.1% | Reduced |
| Leuthold Group, LLC | 12,323 | $505.2K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 12,321 | $505.2K | 0.06% | −207−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 12,133 | $497.0K | 0.00% | +9,528+365.8% | Added |
| Walleye Capital LLC | 12,023 | $492.9K | 0.00% | +5,552+85.8% | Added |
| EverSource Wealth Advisors, LLC | 11,984 | $491.4K | 0.02% | +835+7.5% | Added |
| Seed Wealth Management, Inc. | 11,945 | $489.7K | 0.34% | −300−2.4% | Reduced |
| Mission Wealth Management, LP | 11,854 | $486.0K | 0.01% | −20−0.2% | Reduced |
| Custom Index Systems, LLC | 11,718 | $480.4K | 0.14% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 12,301 | $472.0K | 0.14% | −856−6.5% | Reduced |
| Aprio Wealth Management, LLC | 11,381 | $466.6K | 0.05% | +2,003+21.4% | Added |
| American Trust Investment Advisors, LLC | 11,295 | $463.1K | 0.24% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,164 | $457.7K | 0.01% | +1,030+10.2% | Added |
| Savant Capital, LLC | 11,157 | $457.4K | 0.00% | +5,034+82.2% | Added |
| Mesirow Financial Investment Management, Inc. | 11,146 | $457.0K | 0.01% | +1,741+18.5% | Added |
| Steward Partners Investment Advisory, LLC | 11,136 | $456.6K | 0.00% | +648+6.2% | Added |
| Knights of Columbus Asset Advisors LLC | 11,116 | $455.8K | 0.03% | +1,775+19.0% | Added |
| Brucke Financial, Inc. | 11,877 | $455.6K | 0.27% | −6,989−37.0% | Reduced |
| Drive Wealth Management, LLC | 11,100 | $455.1K | 0.10% | +449+4.2% | Added |
| Calamos Wealth Management LLC | 11,053 | $453.2K | 0.02% | +1,357+14.0% | Added |
| Mountain Hill Investment Partners Corp. | 11,000 | $451.0K | 0.40% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 10,984 | $450.3K | 0.02% | +1,037+10.4% | Added |
| Stephens Inc | 10,865 | $445.5K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,863 | $445.4K | 0.00% | +1,620+17.5% | Added |
| D'Orazio & Associates, Inc. | 10,784 | $442.1K | 0.06% | −51−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,736 | $440.0K | 0.07% | +10,736 | New |
| Synovus Financial Corp | 10,661 | $437.1K | 0.01% | −525−4.7% | Reduced |
| Sage Mountain Advisors LLC | 10,638 | $436.2K | 0.02% | +47+0.4% | Added |
| M.E. Allison & Co., Inc. | 10,560 | $433.0K | 0.30% | −1,100−9.4% | Reduced |
| Investors Research Corp | 10,311 | $422.8K | 0.08% | −807−7.3% | Reduced |
| Smartleaf Asset Management LLC | 10,125 | $418.5K | 0.03% | +2,446+31.9% | Added |
| Impact Capital Partners LLC | 10,182 | $417.5K | 0.13% | +188+1.9% | Added |
| Optas, LLC | 10,108 | $414.4K | 0.07% | +160+1.6% | Added |
| HRT Financial LP | 9,995 | $409.0K | 0.00% | −7,259−42.1% | Reduced |
| D.A. Davidson & Co. | 9,926 | $407.0K | 0.00% | +24+0.2% | Added |
| Covenant Partners, LLC | 9,908 | $406.2K | 0.12% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9,877 | $405.0K | 0.01% | +301+3.1% | Added |
| Hilltop Holdings Inc. | 9,593 | $392.2K | 0.02% | +797+9.1% | Added |
| Keybank National Association | 9,342 | $383.0K | 0.00% | +1,909+25.7% | Added |
| Keel Point, LLC | 9,316 | $382.0K | 0.02% | −172−1.8% | Reduced |
| Wedmont Private Capital | 9,311 | $380.9K | 0.01% | +71+0.8% | Added |
| Walleye Trading LLC | 9,284 | $380.6K | 0.01% | −53,929−85.3% | Reduced |
| Journey Strategic Wealth LLC | 9,225 | $378.2K | 0.01% | +431+4.9% | Added |
| Park National Corp | 9,178 | $376.3K | 0.01% | +1,389+17.8% | Added |
| BNP Paribas Arbitrage, SA | 9,101 | $373.1K | 0.00% | −43,248−82.6% | Reduced |
| Blair William & Co | 9,066 | $371.7K | 0.00% | +19+0.2% | Added |