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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Union Savings Bank | 410 | $19.0K | 0.01% | +410 | New |
| True Wealth Design, LLC | 429 | $19.9K | 0.01% | −155−26.5% | Reduced |
| Triumph Capital Management | 439 | $20.3K | 0.00% | +439 | New |
| SJS Investment Consulting Inc. | 441 | $20.4K | 0.00% | +441 | New |
| Transamerica Financial Advisors, Inc. | 447 | $20.7K | 0.00% | +447 | New |
| GW&K Investment Management, LLC | 464 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 460 | $21.3K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 472 | $21.9K | 0.01% | +472 | New |
| Redmont Wealth Advisors LLC | 475 | $22.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 497 | $23.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $23.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 501 | $23.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 509 | $23.6K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 522 | $24.2K | 0.00% | +522 | New |
| Highline Wealth Partners LLC | 579 | $26.8K | 0.01% | +54+10.3% | Added |
| Clean Yield Group | 591 | $27.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 595 | $27.6K | 0.00% | +28+4.9% | Added |
| Federation des caisses Desjardins du Quebec | 630 | $29.2K | 0.00% | −446−41.4% | Reduced |
| Private Trust Co NA | 635 | $29.6K | 0.00% | −218−25.6% | Reduced |
| MidFirst Bank | 658 | $30.5K | 0.00% | +658 | New |
| Navalign, LLC | 688 | $31.9K | 0.01% | +688 | New |
| Flagship Wealth Advisors, LLC | 700 | $32.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 711 | $32.9K | 0.01% | −167−19.0% | Reduced |
| Key Financial Inc | 773 | $35.8K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 798 | $37.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 799 | $37.0K | 0.00% | +179+28.9% | Added |
| Prosperity Bancshares Inc | 870 | $40.3K | 0.04% | +870 | New |
| Larson Financial Group LLC | 876 | $40.6K | 0.00% | +55+6.7% | Added |
| SHP Wealth Management | 903 | $41.8K | 0.00% | +903 | New |
| Smithfield Trust Co | 900 | $44.0K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 969 | $44.9K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 971 | $45.0K | 0.01% | +247+34.1% | Added |
| McIlrath & Eck, LLC | 991 | $45.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $46.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $46.3K | 0.01% | 00.0% | Unchanged |
| Bayban | 1,000 | $46.3K | 0.04% | +1,000 | New |
| Cornerstone Planning Group LLC | 969 | $46.5K | 0.01% | +882+1,013.8% | Added |
| YANKCOM Partnership | 1,008 | $46.7K | 0.02% | +1,008 | New |
| TD Private Client Wealth LLC | 1,244 | $57.6K | 0.00% | +295+31.1% | Added |
| Virtus ETF Advisers LLC | 1,608 | $59.4K | 0.03% | −912−36.2% | Reduced |
| GAMMA Investing LLC | 1,300 | $60.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,297 | $62.4K | 0.01% | +177+15.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,350 | $62.5K | 0.01% | +1,350 | New |
| Sound Income Strategies, LLC | 1,367 | $64.8K | 0.00% | +829+154.1% | Added |
| Parkside Financial Bank & Trust | 1,463 | $67.8K | 0.01% | +60+4.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,575 | $72.9K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,590 | $73.6K | 0.00% | +325+25.7% | Added |
| Berbice Capital Management LLC | 1,600 | $74.1K | 0.04% | +100+6.7% | Added |
| Activest Wealth Management | 2,000 | $93.3K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,109 | $97.7K | 0.03% | +2,109 | New |
| Westside Investment Management, Inc. | 2,095 | $98.7K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,293 | $106.2K | 0.00% | −110−4.6% | Reduced |
| Cary Street Partners Financial LLC | 2,403 | $111.3K | 0.00% | +2,403 | New |
| Atlantic Union Bankshares Corp | 2,564 | $118.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,641 | $122.3K | 0.08% | −10−0.4% | Reduced |
| Rosenberg Matthew Hamilton | 2,667 | $123.5K | 0.03% | −81−2.9% | Reduced |
| Creative Financial Designs Inc | 2,869 | $132.9K | 0.01% | +10.0% | Added |
| Golden State Wealth Management, LLC | 3,144 | $145.6K | 0.02% | −55−1.7% | Reduced |
| Allianz SE | 3,390 | $158.1K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,508 | $162.5K | 0.12% | +3,508 | New |
| Umb Bank N A | 3,828 | $177.3K | 0.00% | −77−2.0% | Reduced |
| Itau Unibanco Holding S.A. | 3,916 | $181.3K | 0.00% | +3,916 | New |
| IFP Advisors, Inc | 4,154 | $192.4K | 0.00% | +918+28.4% | Added |
| Capital Performance Advisors LLP | 4,409 | $204.2K | 0.01% | +4,409 | New |
| Shelton Capital Management | 4,435 | $205.4K | 0.00% | +4,435 | New |
| AlTi Global, Inc. | 4,437 | $205.5K | 0.00% | +4,437 | New |
| Exencial Wealth Advisors, LLC | 4,464 | $206.7K | 0.01% | +4,464 | New |
| Hilltop National Bank | 4,470 | $207.0K | 0.05% | +195+4.6% | Added |
| Tiaa Trust, National Association | 4,480 | $207.5K | 0.00% | +4,480 | New |
| Financial Engines Advisors L.L.C. | 4,486 | $207.7K | 0.00% | +4,486 | New |
| Summit Trail Advisors, LLC | 4,489 | $207.9K | 0.00% | −4,413−49.6% | Reduced |
| Fortress Financial Solutions, LLC | 4,492 | $208.0K | 0.21% | +4,492 | New |
| Titleist Asset Management, LLC | 4,541 | $210.3K | 0.02% | +4,541 | New |
| Choate Investment Advisors | 4,546 | $210.5K | 0.00% | +4,546 | New |
| Boston Private Wealth LLC | 4,595 | $212.8K | 0.01% | +4,595 | New |
| Sym Financial Corp | 4,597 | $212.9K | 0.02% | +4,597 | New |
| Tranquilli Financial Advisor LLC | 4,621 | $214.0K | 0.12% | +4,621 | New |
| 55 North Private Wealth, LLC | 4,659 | $215.8K | 0.06% | +4,659 | New |
| Summit Financial, LLC | 4,729 | $219.0K | 0.00% | −1,667−26.1% | Reduced |
| Independence Bank of Kentucky | 4,766 | $220.7K | 0.03% | +166+3.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,750 | $221.3K | 0.06% | +500+11.8% | Added |
| Granville Capital, Inc. | 4,803 | $222.4K | 0.12% | +4,803 | New |
| Integrated Wealth Concepts LLC | 4,817 | $223.1K | 0.00% | −64,527−93.1% | Reduced |
| Aspen Grove Capital, LLC | 4,828 | $223.6K | 0.04% | −435−8.3% | Reduced |
| Capital Investment Advisors, LLC | 4,834 | $223.9K | 0.00% | +4,834 | New |
| Advisory Services Network, LLC | 4,836 | $224.0K | 0.00% | +570+13.4% | Added |
| Sowell Financial Services LLC | 4,868 | $225.5K | 0.01% | +4,868 | New |
| American Trust | 4,879 | $225.9K | 0.02% | +4,879 | New |
| Banque Transatlantique SA | 4,847 | $226.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,894 | $226.6K | 0.06% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 4,901 | $227.0K | 0.34% | +4,901 | New |
| Sapient Capital LLC | 4,903 | $227.7K | 0.00% | +4,903 | New |
| Foster Group, Inc. | 4,924 | $228.0K | 0.01% | +4,924 | New |
| Rothschild Investment LLC | 4,946 | $229.1K | 0.01% | −6−0.1% | Reduced |
| Riversedge Advisors, LLC | 4,955 | $229.5K | 0.04% | −297−5.7% | Reduced |
| Walleye Capital LLC | 4,981 | $230.7K | 0.00% | −7,042−58.6% | Reduced |
| Welch & Forbes LLC | 5,008 | $231.9K | 0.00% | 00.0% | Unchanged |
| Banco Santander, S.A. | 5,049 | $233.8K | 0.00% | −23,855−82.5% | Reduced |
| BNP Paribas Arbitrage, SA | 5,068 | $234.7K | 0.00% | −4,033−44.3% | Reduced |
| Pure Financial Advisors, Inc. | 5,103 | $236.3K | 0.00% | −2,287−30.9% | Reduced |