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Livermore
ZHEN

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, Q4 2025

Institutional positions in UBS Group AG as of Dec 31, 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
695
+85 vs. Q3 2025
Shares held
1.33B
+119.1M (+9.8%) vs. Q3 2025
Total value
$61.4B
+$12.0B (+24.3%) vs. Q3 2025
New holders
132
247 more added
Sold out
47
198 more reduced

12 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 695 institutions
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 766 institutions
Value heldQ4 2025: $61.4B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026766$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$18.5B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q3 2025.

Institutions holding UBS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Forsta Ap-Fonden668,012$00.00%−1,247−0.2%Reduced
Covestor Ltd8$00.00%00.0%Unchanged
Kingdom Financial Group LLC.1$310.00%+1New
Sofos Investments, Inc.1$460.00%+1New
Murphy & Mullick Capital Management Corp2$930.00%+2New
Toth Financial Advisory Corp3$1390.00%+3New
Truvestments Capital LLC6$2780.00%00.0%Unchanged
Monetary Solutions, Ltd8$3700.00%+8New
Kilter Group LLC14$6490.00%−38−73.1%Reduced
Rossby Financial, LCC17$7870.00%+17New
Crewe Advisors LLC17$7880.00%00.0%Unchanged
Nemes Rush Group LLC20$9260.00%+20New
Harvest Fund Management Co., Ltd34$1.00K0.00%00.0%Unchanged
Central Trust Co23$1.07K0.00%+3+15.0%Added
Caitlin John, LLC27$1.25K0.00%00.0%Unchanged
TD Capital Management LLC29$1.34K0.00%+29New
Horizon Investments, LLC30$1.39K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)35$1.62K0.00%−562−94.1%Reduced
Brown, Lisle/Cummings, Inc.35$1.62K0.00%00.0%Unchanged
First Horizon Corp35$1.62K0.00%+35New
First Command Advisory Services, Inc.36$1.68K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc38$1.76K0.00%00.0%Unchanged
Sankala Group LLC44$1.82K0.00%+44New
Advocate Investing Services LLC40$1.85K0.00%+40New
Coston, McIsaac & Partners52$2.00K0.00%+52New
Flagship Harbor Advisors, LLC44$2.04K0.00%+44New
St Germain D J Co Inc46$2.13K0.00%00.0%Unchanged
SWAN Capital LLC48$2.22K0.00%00.0%Unchanged
American Capital Advisory, LLC53$2.46K0.00%+7+15.2%Added
Bogart Wealth, LLC55$2.55K0.00%00.0%Unchanged
Basepoint Wealth LLC56$2.61K0.00%+56New
Avion Wealth65$3.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC65$3.01K0.00%00.0%Unchanged
MCF Advisors LLC66$3.06K0.00%+66New
Ares Financial Consulting, LLC68$3.15K0.00%+68New
Strategic Wealth Partners, Ltd.69$3.19K0.00%00.0%Unchanged
Fortitude Family Office, LLC74$3.43K0.00%00.0%Unchanged
Elyxium Wealth, LLC76$3.52K0.00%+76New
Bare Financial Services, Inc84$3.89K0.00%+2+2.4%Added
Bank of Jackson Hole Trust100$4.05K0.00%00.0%Unchanged
IMA Wealth, Inc.90$4.17K0.00%+90New
Grove Bank & Trust92$4.26K0.00%+92New
Federated Hermes, Inc.93$4.31K0.00%−10−9.7%Reduced
Hallmark Capital Management Inc96$4.45K0.00%+96New
Trifecta Capital Advisors, LLC96$4.45K0.00%+96New
Kozak & Associates, Inc.96$4.57K0.00%00.0%Unchanged
Rakuten Securities, Inc.100$4.63K0.00%+100New
North Star Investment Management Corp.109$5.05K0.00%+96+738.5%Added
Stone House Investment Management, LLC111$5.14K0.00%+89+404.5%Added
First Pacific Financial112$5.19K0.00%−14−11.1%Reduced
Godfrey Financial Associates, Inc.118$5.46K0.00%+118New
Provenance Wealth Advisors, LLC120$5.56K0.00%00.0%Unchanged
Copeland Capital Management, LLC126$5.83K0.00%00.0%Unchanged
Quaker Wealth Management, LLC126$5.84K0.00%+126New
IFC & Insurance Marketing, Inc.134$6.00K0.01%+134New
Stephens Consulting, LLC132$6.11K0.00%+132New
Harbor Asset Planning, Inc.133$6.16K0.01%00.0%Unchanged
LRI Investments, LLC134$6.21K0.00%00.0%Unchanged
ORG Partners LLC135$6.25K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC136$6.30K0.00%−44−24.4%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.138$6.39K0.00%+30+27.8%Added
CVA Family Office, LLC138$6.39K0.00%00.0%Unchanged
Barclays PLC141$6.53K0.00%−657−82.3%Reduced
FWL Investment Management, LLC143$6.62K0.00%−76−34.7%Reduced
Harbor Investment Advisory, LLC146$6.76K0.00%+146New
Bravera Wealth146$6.82K0.00%+146New
Sunbelt Securities, Inc.151$6.99K0.00%00.0%Unchanged
Wealth Watch Advisors, INC152$7.04K0.00%00.0%Unchanged
Signature Equity Partners, LLC162$7.50K0.00%+162New
UMA Financial Services, Inc.163$7.55K0.00%+41+33.6%Added
Penserra Capital Management LLC192$8.00K0.00%−6−3.0%Reduced
Atlantic Edge Private Wealth Management, LLC175$8.11K0.00%+175New
Manning & Napier Advisors LLC175$8.14K0.00%+175New
Frazier Financial Advisors, LLC183$8.47K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC185$8.57K0.01%−6−3.1%Reduced
Manchester Capital Management LLC186$8.61K0.00%+124+200.0%Added
Albion Financial Group188$8.71K0.00%00.0%Unchanged
Tucker Asset Management LLC195$9.03K0.00%+195New
Cornerstone Financial Management LLC198$9.17K0.01%+198New
Westend Capital Management, LLC199$9.22K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC200$9.26K0.01%00.0%Unchanged
Roxbury Financial LLC205$9.51K0.01%00.0%Unchanged
CX Institutional224$10.0K0.00%00.0%Unchanged
Ancora Advisors, LLC218$10.1K0.00%+218New
Paradigm Asset Management Co LLC224$10.4K0.00%00.0%Unchanged
Winch Advisory Services, LLC233$10.8K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC235$10.9K0.01%−9−3.7%Reduced
Abound Wealth Management241$11.2K0.00%+45+23.0%Added
United Financial Planning Group LLC244$11.3K0.01%+244New
AdvisorNet Financial, Inc279$12.9K0.00%+232+493.6%Added
Pinnacle Bancorp, Inc.281$13.0K0.00%00.0%Unchanged
Montag A & Associates Inc301$13.9K0.00%−41−12.0%Reduced
Sterling Capital Management LLC315$14.6K0.00%00.0%Unchanged
Financial Consulate, Inc318$14.7K0.00%+64+25.2%Added
Hanson & Doremus Investment Management339$16.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.374$17.3K0.00%00.0%Unchanged
Raffa Wealth Management, LLC376$17.4K0.00%+62+19.7%Added
Bullock Wealth Management Group383$17.7K0.01%00.0%Unchanged
Bell Investment Advisors, Inc391$18.1K0.00%+237+153.9%Added
Nalls Sherbakoff Group, LLC400$18.5K0.01%00.0%Unchanged