Skip to main content

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; 767 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.

Q4 2025 vs. Q3 2025

How the institutions holding UBS Group AG changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of UBS: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders62212695+85
Shares1.22B4.74M1.33B+119.1M (+9.8%)
Value$49.8B$438.1M$61.4B+$12.0B (+24.3%)

12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (132)

Institutions that held UBS Group AG at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 132 by value.

Institutions new to UBS in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank104,982,026$4.89B0.52%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,984,259$147.3M0.17%
Alyeska Investment Group, L.P.2,138,351$99.0M0.28%
Marshall Wace, LLP1,819,630$84.9M0.08%
State of Wisconsin Investment Board1,260,085$58.8M0.13%
Rathbone Brothers plc1,207,500$56.3M0.22%
Life Cycle Investment Partners Ltd1,512,017$55.9M0.39%
EFG International AG526,484$24.4M0.47%
PBU - The Pension Fund of Early Childhood & Youth Educators379,049$17.7M0.25%
Leonteq Securities AG356,549$13.2M0.71%
Chilton Investment Co LLC246,392$11.4M0.24%
NLB Skladi, upravljanje premozenja, d.o.o.197,727$9.21M0.42%
Laird Norton Trust Company, LLC173,284$8.02M0.17%
Two Sigma Investments, LP140,530$6.51M0.01%
Osmosis Investment Management UK Ltd136,094$6.35M0.16%
Ninety One North America, Inc.134,367$6.27M0.25%
Symmetry Investments LP111,400$5.16M0.96%
Opal Capital LLC82,276$3.81M0.95%
Glenmede Trust Co NA75,851$3.51M0.02%
Landesbank Baden-Wuerttemberg70,440$3.30M0.60%
Runnymede Capital Advisors, Inc.64,279$2.98M1.71%
Man Group plc59,063$2.74M0.01%
Andra AP-fonden65,164$2.41M0.03%
Abacus Wealth Partners, LLC44,536$2.06M0.20%
Quantbot Technologies LP43,829$2.03M0.07%
Morningstar Investment Management LLC29,854$1.38M0.08%
Atlas Capital Advisors LLC26,301$1.22M0.14%
Xponance, Inc.25,011$1.17M0.01%
U S Global Investors Inc24,500$1.13M0.12%
Havemeyer Place LP23,425$1.08M0.21%
Skopos Labs, Inc.21,514$1.00M0.05%
Themes Management Co LLC20,311$940.6K0.75%
University of Texas/Texas Am Investment Managment Co19,656$910.3K0.13%
Fred Alger Management, LLC19,535$904.7K0.00%
Intesa Sanpaolo Wealth Management19,384$903.8K0.19%
Basecamp Wealth Advisors LLC16,353$757.3K0.16%
Winning Points Advisors, LLC39,780$695.0K0.79%
EP Wealth Advisors, LLC12,494$578.6K0.00%
EJMK Ventures LLC11,398$527.8K0.32%
New Republic Capital, LLC11,216$519.4K0.14%
Roundview Capital LLC11,062$512.3K0.03%
Indivisible Partners10,639$492.7K0.05%
Pinnacle Financial Partners, Inc.10,099$467.7K0.00%
Winton Group Ltd9,300$430.7K0.01%
Anchyra Partners LLC8,796$407.3K0.12%
Focused Alpha, LLC8,773$406.3K0.12%
Edge Financial Advisors LLC4,366$404.3K0.17%
Magnetar Financial LLC8,330$385.8K0.00%
Sanibel Captiva Trust Company, Inc.8,166$378.2K0.01%
Evolve Private Wealth, LLC8,146$377.2K0.02%
Frec Markets, Inc.7,509$347.8K0.10%
PUREfi Wealth, LLC6,940$321.4K0.25%
Greenspring Advisors, LLC6,496$300.8K0.02%
Oakmont Investment Advisors, Inc.6,190$286.7K0.21%
Gotham Asset Management, LLC6,161$285.3K0.00%
FourThought Financial Partners, LLC5,680$263.1K0.02%
Ashton Thomas Private Wealth, LLC5,668$262.5K0.01%
MONECO Advisors, LLC5,283$244.6K0.02%
SG Trading Solutions, LLC5,218$242.0K0.06%
Interchange Capital Partners, LLC5,104$236.4K0.04%
Foster Group, Inc.4,924$228.0K0.01%
Sapient Capital LLC4,903$227.7K0.00%
Stronghold Wealth Management L.L.C.4,901$227.0K0.34%
American Trust4,879$225.9K0.02%
Sowell Financial Services LLC4,868$225.5K0.01%
Capital Investment Advisors, LLC4,834$223.9K0.00%
Granville Capital, Inc.4,803$222.4K0.12%
55 North Private Wealth, LLC4,659$215.8K0.06%
Tranquilli Financial Advisor LLC4,621$214.0K0.12%
Sym Financial Corp4,597$212.9K0.02%
Boston Private Wealth LLC4,595$212.8K0.01%
Choate Investment Advisors4,546$210.5K0.00%
Titleist Asset Management, LLC4,541$210.3K0.02%
Fortress Financial Solutions, LLC4,492$208.0K0.21%
Financial Engines Advisors L.L.C.4,486$207.7K0.00%
Tiaa Trust, National Association4,480$207.5K0.00%
Exencial Wealth Advisors, LLC4,464$206.7K0.01%
AlTi Global, Inc.4,437$205.5K0.00%
Shelton Capital Management4,435$205.4K0.00%
Capital Performance Advisors LLP4,409$204.2K0.01%
Itau Unibanco Holding S.A.3,916$181.3K0.00%
Bayforest Capital Ltd3,508$162.5K0.12%
Cary Street Partners Financial LLC2,403$111.3K0.00%
Cary Street Partner Investment Advisory LLC2,109$97.7K0.03%
Kohmann Bosshard Financial Services, LLC1,350$62.5K0.01%
YANKCOM Partnership1,008$46.7K0.02%
Bayban1,000$46.3K0.04%
SHP Wealth Management903$41.8K0.00%
Prosperity Bancshares Inc870$40.3K0.04%
Navalign, LLC688$31.9K0.01%
MidFirst Bank658$30.5K0.00%
SageView Advisory Group, LLC522$24.2K0.00%
Acumen Wealth Advisors, LLC472$21.9K0.01%
Transamerica Financial Advisors, Inc.447$20.7K0.00%
SJS Investment Consulting Inc.441$20.4K0.00%
Triumph Capital Management439$20.3K0.00%
Union Savings Bank410$19.0K0.01%
United Financial Planning Group LLC244$11.3K0.01%
Ancora Advisors, LLC218$10.1K0.00%
Cornerstone Financial Management LLC198$9.17K0.01%

Sold out (47)

Institutions that held UBS Group AG at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of UBS in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Fullerton Fund Management Co Ltd.727,292$29.7M
Optiver Holding B.V.342,362$14.0M
UBS Asset Management Americas Inc257,886$10.6M
Tudor Investment Corp Et Al188,340$7.72M
Perbak Capital Partners LLP122,966$5.02M
Campbell & CO Investment Adviser LLC81,636$3.34M
Governors Lane LP75,861$3.11M
Susquehanna Advisors Group, Inc.65,200$2.67M
Oddo BHF Asset Management SAS81,084$2.64M
XTX Topco Ltd52,351$2.15M
Centiva Capital, LP41,989$1.72M
Pitcairn Co37,806$1.55M
Graham Capital Management, L.P.26,903$1.10M
Barometer Capital Management Inc.22,789$934.3K
Macquarie Group Ltd14,000$572.7K
Verition Fund Management LLC13,910$570.3K
FDx Advisors, Inc.12,301$472.0K
Mesirow Financial Investment Management, Inc.11,146$457.0K
Calamos Wealth Management LLC11,053$453.2K
Dynamic Technology Lab Private Ltd10,736$440.0K
Jain Global LLC7,484$306.8K
111 Capital6,890$281.3K
SG Americas Securities, LLC6,368$261.0K
Brighton Jones LLC6,219$255.0K
Balyasny Asset Management LLC5,947$243.8K
OneAscent Financial Services LLC5,281$216.5K
Oppenheimer & Co Inc5,225$214.2K
Diametric Capital, LP4,989$204.5K
Cloud Capital Management, LLC2,690$110.0K
Ameritas Advisory Services, LLC1,925$78.9K
Parallax Volatility Advisers, L.P.1,887$77.4K
JPL Wealth Management, LLC908$37.2K
Maseco LLP836$34.3K
Main Street Group, LTD442$18.1K
Quarry LP286$11.7K
Salem Investment Counselors Inc270$11.1K
Arlington Trust Co LLC235$9.63K
Wolff Wiese Magana LLC228$9.35K
Silicon Valley Capital Partners217$8.90K
Teachers Insurance & Annuity Association of America200$8.20K
Baillie Gifford & Co172$7.05K
Essential Partners LLC166$6.81K
Foster Dykema Cabot & Partners, LLC128$5.25K
Grey Fox Wealth Advisors, LLC47$1.93K
Bear Mountain Capital, Inc.18$676
Palisade Asset Management, LLC15$615
Tortoise Investment Management, LLC3$123

Not filed for Q4 2025 yet (12)

Institutions that held UBS Group AG at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UBS in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.4,222,171$416.7M
Wetherby Asset Management Inc130,216$5.34M
Point72 (DIFC) Ltd121,900$5.00M
Point72 Hong Kong Ltd93,505$3.83M
Glenmede Investment Management, LP73,582$3.02M
Cubist Systematic Strategies, LLC49,569$2.03M
Lingohr & Partner Asset Management GmbH21,509$880.0K
Stonegate Investment Group, LLC14,518$595.2K
Synovus Financial Corp10,661$437.1K
Wealthstream Advisors, Inc.6,091$249.7K
Binnacle Investments Inc335$13.7K
Guerra Advisors Inc262$10.7K