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 |
|---|---|---|---|---|---|
| Virtus ETF Advisers LLC | 2,520 | $81.9K | 0.05% | +2,520 | New |
| Activest Wealth Management | 2,000 | $81.7K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,925 | $78.9K | 0.01% | −1−0.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,887 | $77.4K | 0.00% | +1,887 | New |
| Newbridge Financial Services Group, Inc. | 1,575 | $64.6K | 0.01% | +1,075+215.0% | Added |
| Berbice Capital Management LLC | 1,500 | $61.5K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,403 | $57.5K | 0.00% | +82+6.2% | Added |
| GAMMA Investing LLC | 1,300 | $53.3K | 0.00% | +450+52.9% | Added |
| Bryn Mawr Trust Co | 1,265 | $51.9K | 0.00% | −2,032−61.6% | Reduced |
| Mather Group, LLC. | 1,123 | $46.0K | 0.00% | +1,123 | New |
| Salomon & Ludwin, LLC | 1,120 | $46.0K | 0.00% | +1,078+2,566.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,076 | $44.1K | 0.00% | −150−12.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 991 | $40.6K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 969 | $39.7K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 949 | $38.9K | 0.00% | −29−3.0% | Reduced |
| JPL Wealth Management, LLC | 908 | $37.2K | 0.01% | +908 | New |
| Smithfield Trust Co | 900 | $36.0K | 0.00% | +225+33.3% | Added |
| Addison Advisors LLC | 878 | $36.0K | 0.01% | +167+23.5% | Added |
| Private Trust Co NA | 853 | $34.8K | 0.00% | +366+75.2% | Added |
| Maseco LLP | 836 | $34.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 821 | $33.7K | 0.00% | +445+118.4% | Added |
| Barclays PLC | 798 | $32.7K | 0.00% | −1,021−56.1% | Reduced |
| Robinswood Financial LLC | 798 | $32.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 773 | $31.2K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 724 | $29.7K | 0.03% | +165+29.5% | Added |
| Flagship Wealth Advisors, LLC | 700 | $28.7K | 0.01% | +700 | New |
| MAI Capital Management | 620 | $25.4K | 0.00% | −3,756−85.8% | Reduced |
| Tower Research Capital LLC (TRC) | 597 | $24.5K | 0.00% | −18,344−96.8% | Reduced |
| Clean Yield Group | 591 | $24.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 584 | $23.9K | 0.01% | +584 | New |
| Huntington National Bank | 567 | $23.2K | 0.00% | +170+42.8% | Added |
| Sound Income Strategies, LLC | 538 | $21.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 525 | $21.5K | 0.01% | +300+133.3% | Added |
| WealthCollab, LLC | 509 | $20.9K | 0.01% | +56+12.4% | Added |
| Zions Bancorporation, National Association | 501 | $20.5K | 0.00% | −49−8.9% | Reduced |
| Gables Capital Management Inc. | 500 | $20.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 497 | $20.4K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 475 | $19.5K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 464 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 460 | $18.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 442 | $18.1K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 400 | $16.4K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 383 | $15.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 374 | $15.3K | 0.00% | +9+2.5% | Added |
| Montag A & Associates Inc | 342 | $14.0K | 0.00% | −66−16.2% | Reduced |
| Hanson & Doremus Investment Management | 339 | $14.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 335 | $13.7K | 0.01% | +155+86.1% | Added |
| Sterling Capital Management LLC | 315 | $12.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 314 | $12.9K | 0.00% | +40+14.6% | Added |
| Quarry LP | 286 | $11.7K | 0.00% | +286 | New |
| Pinnacle Bancorp, Inc. | 281 | $11.5K | 0.00% | −156−35.7% | Reduced |
| Salem Investment Counselors Inc | 270 | $11.1K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 262 | $10.7K | 0.00% | +262 | New |
| Financial Consulate, Inc | 254 | $10.4K | 0.00% | +254 | New |
| Retirement Wealth Solutions LLC | 244 | $10.0K | 0.01% | +244 | New |
| Arlington Trust Co LLC | 235 | $9.63K | 0.00% | −26−10.0% | Reduced |
| Winch Advisory Services, LLC | 233 | $9.56K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 228 | $9.35K | 0.01% | +228 | New |
| Paradigm Asset Management Co LLC | 224 | $9.18K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 224 | $9.00K | 0.00% | +174+348.0% | Added |
| FWL Investment Management, LLC | 219 | $8.98K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 217 | $8.90K | 0.00% | +217 | New |
| Roxbury Financial LLC | 205 | $8.41K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 200 | $8.20K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 200 | $8.20K | 0.01% | +200 | New |
| Westend Capital Management, LLC | 199 | $8.16K | 0.00% | +199 | New |
| Abound Wealth Management | 196 | $8.04K | 0.00% | +168+600.0% | Added |
| Penserra Capital Management LLC | 198 | $8.00K | 0.00% | −72−26.7% | Reduced |
| Principia Wealth Advisory, LLC | 191 | $7.83K | 0.01% | +122+176.8% | Added |
| Albion Financial Group | 188 | $7.71K | 0.00% | +188 | New |
| Frazier Financial Advisors, LLC | 183 | $7.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 180 | $7.38K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 172 | $7.05K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 166 | $6.81K | 0.00% | +166 | New |
| Bell Investment Advisors, Inc | 154 | $6.31K | 0.00% | −33−17.6% | Reduced |
| Wealth Watch Advisors, INC | 152 | $6.23K | 0.00% | +152 | New |
| Sunbelt Securities, Inc. | 151 | $6.19K | 0.00% | +31+25.8% | Added |
| CVA Family Office, LLC | 138 | $5.66K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 135 | $5.54K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 134 | $5.49K | 0.00% | +24+21.8% | Added |
| Harbor Asset Planning, Inc. | 133 | $5.45K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 128 | $5.25K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 126 | $5.17K | 0.00% | −45−26.3% | Reduced |
| First Pacific Financial | 126 | $5.17K | 0.00% | −16−11.3% | Reduced |
| UMA Financial Services, Inc. | 122 | $5.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 120 | $4.92K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 108 | $4.43K | 0.01% | −179−62.4% | Reduced |
| Federated Hermes, Inc. | 103 | $4.22K | 0.00% | −77−42.8% | Reduced |
| Bank of Jackson Hole Trust | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 96 | $3.67K | 0.00% | +96 | New |
| Bare Financial Services, Inc | 82 | $3.36K | 0.00% | +3+3.8% | Added |
| Fortitude Family Office, LLC | 74 | $3.03K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 87 | $2.93K | 0.00% | −266−75.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 69 | $2.83K | 0.00% | −186−72.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $2.67K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 62 | $2.54K | 0.00% | +62 | New |
| Bogart Wealth, LLC | 55 | $2.25K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 52 | $2.13K | 0.00% | +29+126.1% | Added |