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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 8,902 | $365.0K | 0.01% | +1,994+28.9% | Added |
| West Family Investments, Inc. | 8,787 | $360.3K | 0.08% | +1,977+29.0% | Added |
| Compton Wealth Advisory Group, LLC | 8,780 | $360.0K | 0.08% | 00.0% | Unchanged |
| Five Oceans Advisors | 8,767 | $359.4K | 0.13% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,758 | $359.1K | 0.00% | +456+5.5% | Added |
| CWM, LLC | 8,759 | $359.0K | 0.00% | +2,193+33.4% | Added |
| GeoWealth Management, LLC | 8,708 | $357.0K | 0.01% | +3,370+63.1% | Added |
| SRS Capital Advisors, Inc. | 8,699 | $356.7K | 0.01% | +3,329+62.0% | Added |
| Empower Advisory Group, LLC | 8,621 | $353.5K | 0.00% | +602+7.5% | Added |
| Simmons Bank | 8,619 | $353.4K | 0.02% | −151−1.7% | Reduced |
| HighPoint Advisor Group LLC | 8,569 | $351.3K | 0.02% | +384+4.7% | Added |
| Kingsview Wealth Management, LLC | 8,553 | $350.7K | 0.01% | +910+11.9% | Added |
| Trust Point Inc. | 8,532 | $349.8K | 0.03% | +2,095+32.5% | Added |
| Lido Advisors, LLC | 8,501 | $348.6K | 0.00% | −322−3.6% | Reduced |
| Werba Rubin Papier Wealth Management | 8,360 | $342.8K | 0.06% | −40−0.5% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 8,100 | $330.6K | 0.04% | 00.0% | Unchanged |
| Summit Global Investments | 8,040 | $330.0K | 0.02% | −45,158−84.9% | Reduced |
| Principal Street Partners, LLC | 7,907 | $324.2K | 0.05% | −15,388−66.1% | Reduced |
| Catalytic Wealth RIA, LLC | 7,606 | $311.8K | 0.01% | +7,606 | New |
| Jain Global LLC | 7,484 | $306.8K | 0.00% | +7,484 | New |
| Pure Financial Advisors, Inc. | 7,390 | $303.0K | 0.00% | +7,390 | New |
| Westover Capital Advisors, LLC | 7,300 | $299.3K | 0.06% | 00.0% | Unchanged |
| Zhang Financial LLC | 7,273 | $298.2K | 0.01% | −1,242−14.6% | Reduced |
| Perigon Wealth Management, LLC | 7,267 | $298.0K | 0.01% | −564−7.2% | Reduced |
| Flputnam Investment Management Co | 7,243 | $297.0K | 0.00% | −504−6.5% | Reduced |
| Cromwell Holdings LLC | 7,242 | $296.9K | 0.16% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 7,700 | $292.4K | 0.01% | +154+2.0% | Added |
| Allworth Financial LP | 7,115 | $291.7K | 0.00% | +288+4.2% | Added |
| Columbia Asset Management | 6,936 | $284.4K | 0.05% | −950−12.0% | Reduced |
| Seven Mile Advisory | 6,934 | $284.3K | 0.05% | +420+6.4% | Added |
| SBI Securities Co., Ltd. | 6,933 | $284.3K | 0.01% | +82+1.2% | Added |
| Commerce Bank | 6,915 | $283.5K | 0.00% | +354+5.4% | Added |
| 111 Capital | 6,890 | $281.3K | 0.05% | −153,803−95.7% | Reduced |
| Traveka Wealth, LLC | 6,801 | $278.8K | 0.12% | +40+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,743 | $275.5K | 0.00% | +6,743 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,688 | $274.2K | 0.01% | +76+1.1% | Added |
| Genus Capital Management Inc. | 6,620 | $271.4K | 0.03% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 6,500 | $266.5K | 0.06% | +6,500 | New |
| First City Capital Management, Inc. | 6,469 | $265.2K | 0.14% | −25−0.4% | Reduced |
| Principal Securities, Inc. | 6,462 | $264.9K | 0.00% | −522−7.5% | Reduced |
| Janney Montgomery Scott LLC | 6,446 | $264.0K | 0.00% | −8,956−58.1% | Reduced |
| Granite Group Advisors, LLC | 6,437 | $263.9K | 0.16% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,851 | $262.9K | 0.00% | +6,851 | New |
| Summit Financial, LLC | 6,396 | $262.2K | 0.00% | +6,396 | New |
| SG Americas Securities, LLC | 6,368 | $261.0K | 0.00% | −12,963−67.1% | Reduced |
| Brighton Jones LLC | 6,219 | $255.0K | 0.01% | +6,219 | New |
| Sunpointe, LLC | 6,164 | $252.7K | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,130 | $251.3K | 0.02% | +110+1.8% | Added |
| Wealthstream Advisors, Inc. | 6,091 | $249.7K | 0.04% | +6,091 | New |
| Greykasell Wealth Strategies, Inc. | 6,044 | $247.8K | 0.10% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,981 | $245.2K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,955 | $244.2K | 0.00% | +5,955 | New |
| Balyasny Asset Management LLC | 5,947 | $243.8K | 0.00% | +5,947 | New |
| Pensionmark Financial Group, LLC | 5,940 | $243.5K | 0.00% | +5,940 | New |
| Syverson Strege & Co | 5,878 | $241.0K | 0.06% | −1,013−14.7% | Reduced |
| SCS Capital Management LLC | 5,831 | $239.1K | 0.00% | +5,831 | New |
| Keebeck Wealth Management, LLC | 5,776 | $236.8K | 0.03% | +5,776 | New |
| Pictet Bank & Trust Ltd | 5,758 | $235.3K | 0.28% | +5,758 | New |
| FLC Capital Advisors | 5,693 | $233.4K | 0.05% | +5,693 | New |
| Massmutual Trust Co FSB | 5,654 | $231.8K | 0.01% | +410+7.8% | Added |
| a16z Perennial Management, L.P. | 5,648 | $231.6K | 0.02% | +5,648 | New |
| Wealthspire Advisors, LLC | 5,647 | $231.5K | 0.00% | −585−9.4% | Reduced |
| Aire Advisors, LLC | 5,617 | $230.3K | 0.04% | +5,617 | New |
| Global Retirement Partners, LLC | 5,587 | $229.1K | 0.01% | +691+14.1% | Added |
| Janney Capital Management LLC | 5,590 | $229.0K | 0.01% | −600−9.7% | Reduced |
| Glen Eagle Advisors, LLC | 5,342 | $219.0K | 0.03% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 5,578 | $218.0K | 0.02% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,281 | $216.5K | 0.01% | −1,868−26.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $216.5K | 0.02% | +5,281 | New |
| Aspen Grove Capital, LLC | 5,263 | $215.8K | 0.04% | −752−12.5% | Reduced |
| Riversedge Advisors, LLC | 5,252 | $215.3K | 0.04% | +5,252 | New |
| Oppenheimer & Co Inc | 5,225 | $214.2K | 0.00% | −1,366−20.7% | Reduced |
| We Are One Seven, LLC | 5,225 | $214.2K | 0.00% | +5,225 | New |
| National Philanthropic Trust | 5,214 | $213.8K | 0.00% | +5,214 | New |
| Soltis Investment Advisors LLC | 5,204 | $213.3K | 0.01% | +5,204 | New |
| Brown Miller Wealth Management, LLC | 5,176 | $212.2K | 0.06% | −780−13.1% | Reduced |
| Welch & Forbes LLC | 5,008 | $205.3K | 0.00% | +5,008 | New |
| Diametric Capital, LP | 4,989 | $204.5K | 0.08% | +4,989 | New |
| Rothschild Investment LLC | 4,952 | $203.0K | 0.01% | +1,548+45.5% | Added |
| Kestra Private Wealth Services, LLC | 4,951 | $203.0K | 0.00% | +4,951 | New |
| Evoke Wealth, LLC | 4,895 | $200.7K | 0.00% | +4,895 | New |
| Financial Perspectives, Inc | 4,894 | $200.7K | 0.06% | 00.0% | Unchanged |
| Banque Transatlantique SA | 4,847 | $197.8K | 0.00% | +4,847 | New |
| Independence Bank of Kentucky | 4,600 | $187.7K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 4,275 | $175.3K | 0.04% | +745+21.1% | Added |
| Advisory Services Network, LLC | 4,266 | $174.9K | 0.00% | +4,266 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,250 | $173.6K | 0.04% | −800−15.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,039 | $165.0K | 0.00% | −1,006−19.9% | Reduced |
| Umb Bank N A | 3,905 | $160.1K | 0.00% | +324+9.0% | Added |
| Allianz SE | 3,390 | $138.5K | 0.00% | −152−4.3% | Reduced |
| IFP Advisors, Inc | 3,236 | $132.7K | 0.00% | −1,951−37.6% | Reduced |
| Golden State Wealth Management, LLC | 3,199 | $131.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,868 | $117.6K | 0.01% | +68+2.4% | Added |
| Rosenberg Matthew Hamilton | 2,748 | $112.7K | 0.02% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 2,690 | $110.0K | 0.06% | +2,690 | New |
| Bruce G. Allen Investments, LLC | 2,651 | $108.7K | 0.08% | −8−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 2,564 | $105.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,518 | $103.2K | 0.00% | +413+19.6% | Added |
| Fifth Third Bancorp | 2,403 | $98.5K | 0.00% | +1,272+112.5% | Added |
| Westside Investment Management, Inc. | 2,095 | $84.7K | 0.01% | +958+84.3% | Added |