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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 11,216 | $519.4K | 0.14% | +11,216 | New |
| GeoWealth Management, LLC | 11,269 | $521.9K | 0.02% | +2,561+29.4% | Added |
| American Trust Investment Advisors, LLC | 11,295 | $523.1K | 0.28% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 11,365 | $526.3K | 0.03% | −16−0.1% | Reduced |
| EJMK Ventures LLC | 11,398 | $527.8K | 0.32% | +11,398 | New |
| Mission Wealth Management, LP | 11,419 | $528.8K | 0.01% | −435−3.7% | Reduced |
| Trust Point Inc. | 11,420 | $528.9K | 0.04% | +2,888+33.8% | Added |
| Studio Investment Management LLC | 11,512 | $533.1K | 0.10% | −863−7.0% | Reduced |
| Seed Wealth Management, Inc. | 11,695 | $541.6K | 0.37% | −250−2.1% | Reduced |
| Smartleaf Asset Management LLC | 11,654 | $542.2K | 0.02% | +1,529+15.1% | Added |
| Custom Index Systems, LLC | 11,718 | $542.7K | 0.24% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,756 | $544.4K | 0.00% | −116,042−90.8% | Reduced |
| Corient IA LLC | 11,890 | $550.6K | 0.52% | −8,110−40.6% | Reduced |
| Venturi Wealth Management, LLC | 12,075 | $559.2K | 0.02% | +1,091+9.9% | Added |
| Stephens Inc | 12,139 | $562.2K | 0.01% | +1,274+11.7% | Added |
| Evelyn Partners Investment Management Services Ltd | 12,109 | $564.6K | 0.07% | +4,009+49.5% | Added |
| Spire Wealth Management | 12,277 | $568.5K | 0.02% | −62−0.5% | Reduced |
| Leuthold Group, LLC | 12,341 | $571.5K | 0.06% | +18+0.1% | Added |
| EP Wealth Advisors, LLC | 12,494 | $578.6K | 0.00% | +12,494 | New |
| Pinnacle Wealth Planning Services, Inc. | 12,510 | $579.3K | 0.06% | +189+1.5% | Added |
| Drive Wealth Management, LLC | 12,600 | $583.5K | 0.11% | +1,500+13.5% | Added |
| Ninety One SA (PTY) Ltd | 12,516 | $583.9K | 0.03% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 12,617 | $584.3K | 0.03% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 12,737 | $589.8K | 0.14% | −401−3.1% | Reduced |
| NBC Securities, Inc. | 13,210 | $611.8K | 0.05% | −419−3.1% | Reduced |
| Davenport & Co LLC | 13,429 | $621.9K | 0.00% | +2,566+23.6% | Added |
| EverSource Wealth Advisors, LLC | 13,500 | $625.2K | 0.02% | +1,516+12.7% | Added |
| Merit Financial Group, LLC | 13,558 | $627.9K | 0.01% | −787−5.5% | Reduced |
| HRT Financial LP | 13,568 | $628.0K | 0.00% | +3,573+35.7% | Added |
| Legacy Financial Advisors, Inc. | 13,584 | $629.1K | 0.09% | +153+1.1% | Added |
| Savant Capital, LLC | 13,586 | $629.2K | 0.00% | +2,429+21.8% | Added |
| National Asset Management, Inc. | 13,664 | $632.8K | 0.03% | −1,060−7.2% | Reduced |
| Sax Wealth Advisors, LLC | 13,990 | $647.9K | 0.03% | +186+1.3% | Added |
| swisspartners Advisors Ltd | 14,000 | $652.0K | 0.47% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,089 | $652.7K | 0.00% | +1,234+9.6% | Added |
| Sage Rhino Capital LLC | 14,214 | $658.3K | 0.12% | −901−6.0% | Reduced |
| NewEdge Wealth, LLC | 14,355 | $664.8K | 0.01% | +7,504+109.5% | Added |
| Keybank National Association | 14,463 | $669.8K | 0.00% | +5,121+54.8% | Added |
| Liberty One Investment Management, LLC | 14,500 | $671.5K | 0.09% | −8,131−35.9% | Reduced |
| Bridgewater Advisors Inc. | 14,205 | $674.0K | 0.04% | +385+2.8% | Added |
| HB Wealth Management, LLC | 14,677 | $679.7K | 0.00% | +1,957+15.4% | Added |
| First National Bank of Hutchinson | 14,790 | $684.9K | 0.40% | −12−0.1% | Reduced |
| Klingenstein Fields & Co LP | 14,930 | $691.4K | 0.03% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 14,950 | $692.3K | 0.27% | −2,326−13.5% | Reduced |
| Credit Capital Investments LLC | 15,000 | $694.6K | 0.65% | −15,000−50.0% | Reduced |
| Winning Points Advisors, LLC | 39,780 | $695.0K | 0.79% | +39,780 | New |
| Oppenheimer Asset Management Inc. | 15,051 | $697.0K | 0.01% | +104+0.7% | Added |
| Concurrent Investment Advisors, LLC | 15,083 | $698.4K | 0.01% | +3,919+35.1% | Added |
| Clarius Group, LLC | 15,199 | $703.9K | 0.04% | +303+2.0% | Added |
| Beverly Hills Private Wealth, LLC | 15,478 | $716.8K | 0.12% | −17,314−52.8% | Reduced |
| Wealthspire Advisors, LLC | 15,481 | $716.9K | 0.01% | +9,834+174.1% | Added |
| Dorsey & Whitney Trust CO LLC | 15,531 | $719.2K | 0.04% | +2,590+20.0% | Added |
| Clearstead Advisors, LLC | 15,571 | $721.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15,646 | $724.6K | 0.01% | +741+5.0% | Added |
| Global Retirement Partners, LLC | 15,814 | $732.3K | 0.01% | +10,227+183.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,884 | $735.6K | 0.01% | +3,177+25.0% | Added |
| Sagespring Wealth Partners, LLC | 15,893 | $736.0K | 0.01% | +3,188+25.1% | Added |
| Credit Industriel Et Commercial | 15,928 | $742.7K | 0.11% | −37,950−70.4% | Reduced |
| Root Financial Partners, LLC | 16,187 | $749.6K | 0.04% | +803+5.2% | Added |
| Warren Averett Asset Management, LLC | 16,348 | $757.1K | 0.01% | +671+4.3% | Added |
| Basecamp Wealth Advisors LLC | 16,353 | $757.3K | 0.16% | +16,353 | New |
| Ascent Group, LLC | 16,368 | $758.0K | 0.03% | +1,068+7.0% | Added |
| Harbour Capital Advisors, LLC | 16,140 | $760.2K | 0.15% | −65−0.4% | Reduced |
| Brown Brothers Harriman & Co | 16,711 | $773.9K | 0.00% | +1,282+8.3% | Added |
| Impact Capital Partners LLC | 16,753 | $775.8K | 0.23% | +6,571+64.5% | Added |
| Valeo Financial Advisors, LLC | 16,786 | $777.4K | 0.02% | +1,061+6.7% | Added |
| Resources Investment Advisors, LLC. | 17,144 | $793.9K | 0.01% | −431−2.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,551 | $812.8K | 0.00% | +1,535+9.6% | Added |
| Net Worth Advisory Group | 17,895 | $828.7K | 0.17% | −6,831−27.6% | Reduced |
| AlphaCore Capital LLC | 17,958 | $831.6K | 0.02% | −3,092−14.7% | Reduced |
| Versant Capital Management, Inc | 18,208 | $843.2K | 0.11% | +1,649+10.0% | Added |
| Prospera Financial Services Inc | 18,246 | $845.0K | 0.01% | −116−0.6% | Reduced |
| PDS Planning, Inc | 18,522 | $857.8K | 0.06% | −783−4.1% | Reduced |
| New Vernon Capital Holdings II LLC | 18,627 | $862.6K | 0.41% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 18,875 | $874.1K | 0.01% | +29+0.2% | Added |
| Personal Cfo Solutions, LLC | 19,048 | $882.1K | 0.14% | −305−1.6% | Reduced |
| SkyView Investment Advisors, LLC | 19,332 | $895.0K | 0.11% | −285−1.5% | Reduced |
| Gryphon Financial Partners LLC | 19,505 | $903.3K | 0.10% | +2,850+17.1% | Added |
| Intesa Sanpaolo Wealth Management | 19,384 | $903.8K | 0.19% | +19,384 | New |
| Fred Alger Management, LLC | 19,535 | $904.7K | 0.00% | +19,535 | New |
| University of Texas/Texas Am Investment Managment Co | 19,656 | $910.3K | 0.13% | +19,656 | New |
| Rehmann Capital Advisory Group | 19,659 | $910.4K | 0.05% | +4,089+26.3% | Added |
| British Columbia Investment Management Corp | 19,595 | $912.6K | 0.00% | −44−0.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,905 | $921.8K | 0.02% | +260+1.3% | Added |
| Centennial Bank | 19,927 | $931.3K | 0.37% | −7,005−26.0% | Reduced |
| TD Waterhouse Canada Inc. | 20,123 | $931.7K | 0.01% | +650+3.3% | Added |
| Themes Management Co LLC | 20,311 | $940.6K | 0.75% | +20,311 | New |
| Massachusetts Wealth Management | 21,080 | $976.2K | 0.45% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,353 | $989.0K | 0.00% | −1,476−6.5% | Reduced |
| Susquehanna International Group, LLP | 21,382 | $990.2K | 0.00% | −170,238−88.8% | Reduced |
| Kestra Private Wealth Services, LLC | 21,556 | $998.3K | 0.01% | +16,605+335.4% | Added |
| Skopos Labs, Inc. | 21,514 | $1.00M | 0.05% | +21,514 | New |
| Syon Capital LLC | 21,959 | $1.02M | 0.05% | −1,138−4.9% | Reduced |
| Sivia Capital Partners, LLC | 22,206 | $1.03M | 0.21% | +7,827+54.4% | Added |
| United Capital Financial Advisers, LLC | 22,405 | $1.04M | 0.01% | +2,378+11.9% | Added |
| Solstein Capital, LLC | 22,647 | $1.05M | 0.42% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 22,916 | $1.06M | 0.08% | −129−0.6% | Reduced |
| Chicago Trust Co NA | 22,940 | $1.06M | 0.17% | −281−1.2% | Reduced |
| Havemeyer Place LP | 23,425 | $1.08M | 0.21% | +23,425 | New |
| Checchi Capital Advisers, LLC | 23,866 | $1.11M | 0.08% | −1,002−4.0% | Reduced |