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 |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 5,104 | $236.4K | 0.04% | +5,104 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,138 | $239.7K | 0.00% | +1,099+27.2% | Added |
| Brown Miller Wealth Management, LLC | 5,176 | $239.7K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,217 | $241.6K | 0.00% | +2,699+107.2% | Added |
| HSBC Holdings PLC | 5,204 | $241.8K | 0.00% | −1,729,069−99.7% | Reduced |
| SG Trading Solutions, LLC | 5,218 | $242.0K | 0.06% | +5,218 | New |
| Genus Capital Management Inc. | 5,250 | $243.1K | 0.03% | −1,370−20.7% | Reduced |
| We Are One Seven, LLC | 5,260 | $243.6K | 0.00% | +35+0.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $244.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,282 | $244.6K | 0.03% | −60−1.1% | Reduced |
| MONECO Advisors, LLC | 5,283 | $244.6K | 0.02% | +5,283 | New |
| Cheviot Value Management, LLC | 5,119 | $245.5K | 0.02% | −459−8.2% | Reduced |
| FLC Capital Advisors | 5,468 | $253.2K | 0.05% | −225−4.0% | Reduced |
| National Philanthropic Trust | 5,499 | $254.7K | 0.00% | +285+5.5% | Added |
| Massmutual Trust Co FSB | 5,560 | $257.5K | 0.01% | −94−1.7% | Reduced |
| Aire Advisors, LLC | 5,618 | $260.2K | 0.05% | +10.0% | Added |
| Ashton Thomas Private Wealth, LLC | 5,668 | $262.5K | 0.01% | +5,668 | New |
| FourThought Financial Partners, LLC | 5,680 | $263.1K | 0.02% | +5,680 | New |
| Syverson Strege & Co | 5,741 | $265.9K | 0.06% | −137−2.3% | Reduced |
| Pictet Bank & Trust Ltd | 5,758 | $268.6K | 0.32% | 00.0% | Unchanged |
| SCS Capital Management LLC | 5,831 | $270.0K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,876 | $272.1K | 0.00% | −79−1.3% | Reduced |
| Integrated Investment Consultants, LLC | 5,981 | $277.0K | 0.05% | 00.0% | Unchanged |
| Janney Capital Management LLC | 5,987 | $277.0K | 0.02% | +397+7.1% | Added |
| Soltis Investment Advisors LLC | 5,988 | $277.3K | 0.02% | +784+15.1% | Added |
| Greykasell Wealth Strategies, Inc. | 6,044 | $279.9K | 0.11% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 6,104 | $282.7K | 0.16% | −333−5.2% | Reduced |
| Cozad Asset Management Inc | 6,130 | $283.9K | 0.02% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 6,159 | $285.2K | 0.02% | +511+9.0% | Added |
| Gotham Asset Management, LLC | 6,161 | $285.3K | 0.00% | +6,161 | New |
| Sunpointe, LLC | 6,164 | $285.5K | 0.09% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 6,190 | $286.7K | 0.21% | +6,190 | New |
| Keebeck Wealth Management, LLC | 6,232 | $288.6K | 0.03% | +456+7.9% | Added |
| Summit Global Investments | 6,265 | $290.0K | 0.02% | −1,775−22.1% | Reduced |
| SBI Securities Co., Ltd. | 6,280 | $290.8K | 0.01% | −653−9.4% | Reduced |
| Seven Mile Advisory | 6,434 | $298.0K | 0.05% | −500−7.2% | Reduced |
| First City Capital Management, Inc. | 6,469 | $299.6K | 0.16% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 6,496 | $300.8K | 0.02% | +6,496 | New |
| Centurion Wealth Management LLC | 6,500 | $301.0K | 0.07% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,618 | $306.5K | 0.01% | −70−1.0% | Reduced |
| Flputnam Investment Management Co | 6,837 | $316.6K | 0.00% | −406−5.6% | Reduced |
| Evoke Wealth, LLC | 6,863 | $317.8K | 0.01% | +1,968+40.2% | Added |
| Columbia Asset Management | 6,936 | $321.2K | 0.06% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 6,940 | $321.4K | 0.25% | +6,940 | New |
| Cromwell Holdings LLC | 7,242 | $335.4K | 0.18% | 00.0% | Unchanged |
| Zhang Financial LLC | 7,273 | $336.8K | 0.01% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 7,300 | $338.1K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,377 | $341.6K | 0.01% | +915+14.2% | Added |
| Frec Markets, Inc. | 7,509 | $347.8K | 0.10% | +7,509 | New |
| Perigon Wealth Management, LLC | 7,551 | $349.7K | 0.01% | +284+3.9% | Added |
| Traveka Wealth, LLC | 7,578 | $350.9K | 0.14% | +777+11.4% | Added |
| Principal Street Partners, LLC | 7,694 | $356.3K | 0.06% | −213−2.7% | Reduced |
| Lido Advisors, LLC | 8,585 | $357.1K | 0.00% | +84+1.0% | Added |
| SRS Capital Advisors, Inc. | 7,737 | $358.3K | 0.01% | −962−11.1% | Reduced |
| Mountain Hill Investment Partners Corp. | 8,000 | $370.5K | 0.27% | −3,000−27.3% | Reduced |
| Investors Research Corp | 8,036 | $372.1K | 0.07% | −2,275−22.1% | Reduced |
| Allworth Financial LP | 8,132 | $376.6K | 0.00% | +1,017+14.3% | Added |
| Evolve Private Wealth, LLC | 8,146 | $377.2K | 0.02% | +8,146 | New |
| Sanibel Captiva Trust Company, Inc. | 8,166 | $378.2K | 0.01% | +8,166 | New |
| Werba Rubin Papier Wealth Management | 8,283 | $383.6K | 0.10% | −77−0.9% | Reduced |
| Magnetar Financial LLC | 8,330 | $385.8K | 0.00% | +8,330 | New |
| Pensionmark Financial Group, LLC | 8,368 | $387.5K | 0.01% | +2,428+40.9% | Added |
| Kingsview Wealth Management, LLC | 8,446 | $391.1K | 0.01% | −107−1.3% | Reduced |
| Empower Advisory Group, LLC | 8,504 | $393.8K | 0.00% | −117−1.4% | Reduced |
| Simmons Bank | 8,567 | $396.8K | 0.03% | −52−0.6% | Reduced |
| Edge Financial Advisors LLC | 4,366 | $404.3K | 0.17% | +4,366 | New |
| Five Oceans Advisors | 8,767 | $406.0K | 0.14% | 00.0% | Unchanged |
| Focused Alpha, LLC | 8,773 | $406.3K | 0.12% | +8,773 | New |
| Compton Wealth Advisory Group, LLC | 8,780 | $406.6K | 0.09% | 00.0% | Unchanged |
| Keel Point, LLC | 8,783 | $406.8K | 0.02% | −533−5.7% | Reduced |
| Anchyra Partners LLC | 8,796 | $407.3K | 0.12% | +8,796 | New |
| Journey Strategic Wealth LLC | 8,911 | $412.7K | 0.01% | −314−3.4% | Reduced |
| CIBC Private Wealth Group, LLC | 8,901 | $413.3K | 0.00% | −3,232−26.6% | Reduced |
| HighPoint Advisor Group LLC | 8,931 | $413.6K | 0.01% | +362+4.2% | Added |
| Commerce Bank | 8,943 | $414.1K | 0.00% | +2,028+29.3% | Added |
| Park National Corp | 9,083 | $420.6K | 0.01% | −95−1.0% | Reduced |
| Fiduciary Trust Co | 9,114 | $422.1K | 0.00% | +356+4.1% | Added |
| Catalytic Wealth RIA, LLC | 9,117 | $422.2K | 0.02% | +1,511+19.9% | Added |
| Mather Group, LLC. | 9,175 | $424.9K | 0.00% | +8,052+717.0% | Added |
| Winton Group Ltd | 9,300 | $430.7K | 0.01% | +9,300 | New |
| Diversify Advisory Services, LLC | 9,157 | $433.9K | 0.01% | +1,457+18.9% | Added |
| Hilltop Holdings Inc. | 9,490 | $441.1K | 0.03% | −103−1.1% | Reduced |
| CWM, LLC | 9,581 | $444.0K | 0.00% | +822+9.4% | Added |
| West Family Investments, Inc. | 9,695 | $449.0K | 0.11% | +908+10.3% | Added |
| Janney Montgomery Scott LLC | 9,799 | $454.0K | 0.00% | +3,353+52.0% | Added |
| Arkadios Wealth Advisors | 9,866 | $456.9K | 0.01% | −11−0.1% | Reduced |
| Covenant Partners, LLC | 9,908 | $458.8K | 0.13% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 10,099 | $467.7K | 0.00% | +10,099 | New |
| Wedmont Private Capital | 9,920 | $469.2K | 0.02% | +609+6.5% | Added |
| Optas, LLC | 10,203 | $472.5K | 0.07% | +95+0.9% | Added |
| Blair William & Co | 10,264 | $475.3K | 0.00% | +1,198+13.2% | Added |
| Brucke Financial, Inc. | 10,472 | $485.0K | 0.27% | −1,405−11.8% | Reduced |
| M.E. Allison & Co., Inc. | 10,560 | $489.0K | 0.33% | 00.0% | Unchanged |
| Indivisible Partners | 10,639 | $492.7K | 0.05% | +10,639 | New |
| Sage Mountain Advisors LLC | 10,686 | $494.9K | 0.03% | +48+0.5% | Added |
| D.A. Davidson & Co. | 10,719 | $496.4K | 0.00% | +793+8.0% | Added |
| D'Orazio & Associates, Inc. | 10,784 | $499.4K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,834 | $501.7K | 0.00% | −302−2.7% | Reduced |
| Roundview Capital LLC | 11,062 | $512.3K | 0.03% | +11,062 | New |
| Knights of Columbus Asset Advisors LLC | 11,116 | $514.8K | 0.03% | 00.0% | Unchanged |