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 |
|---|---|---|---|---|---|
| U S Global Investors Inc | 24,500 | $1.13M | 0.12% | +24,500 | New |
| Ronald Blue Trust, Inc. | 24,574 | $1.14M | 0.01% | +791+3.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,719 | $1.14M | 0.01% | −2,914−10.5% | Reduced |
| Greenwich Wealth Management LLC | 24,847 | $1.15M | 0.05% | 00.0% | Unchanged |
| Xponance, Inc. | 25,011 | $1.17M | 0.01% | +25,011 | New |
| Private Advisor Group, LLC | 25,399 | $1.18M | 0.01% | +3,906+18.2% | Added |
| Connable Office Inc | 25,409 | $1.18M | 0.11% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 25,655 | $1.19M | 0.10% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25,692 | $1.19M | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 26,301 | $1.22M | 0.14% | +26,301 | New |
| Future Fund LLC | 27,253 | $1.26M | 0.45% | −3,717−12.0% | Reduced |
| Walleye Trading LLC | 27,512 | $1.27M | 0.02% | +18,228+196.3% | Added |
| Cullinan Associates Inc | 29,000 | $1.34M | 0.09% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 29,005 | $1.35M | 0.04% | +139+0.5% | Added |
| CAPROCK Group, Inc. | 29,222 | $1.35M | 0.03% | +2,251+8.3% | Added |
| Schonfeld Strategic Advisors LLC | 29,426 | $1.36M | 0.01% | +13,715+87.3% | Added |
| Morningstar Investment Management LLC | 29,854 | $1.38M | 0.08% | +29,854 | New |
| Coldstream Capital Management Inc | 30,080 | $1.39M | 0.02% | +2,788+10.2% | Added |
| Pinnacle Associates Ltd | 30,632 | $1.42M | 0.02% | +4,077+15.4% | Added |
| Bailard, Inc. | 31,157 | $1.44M | 0.03% | −1,132−3.5% | Reduced |
| Farther Finance Advisors, LLC | 31,549 | $1.46M | 0.02% | +15,557+97.3% | Added |
| Cullen/Frost Bankers, Inc. | 31,697 | $1.47M | 0.02% | +908+2.9% | Added |
| Advisor Group Holdings, Inc. | 31,798 | $1.47M | 0.00% | +1,316+4.3% | Added |
| SOL Capital Management CO | 32,580 | $1.51M | 0.14% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 32,883 | $1.52M | 0.00% | +4,383+15.4% | Added |
| Henshaw Capital LLC | 33,267 | $1.54M | 0.06% | 00.0% | Unchanged |
| Gabelli Funds LLC | 34,350 | $1.59M | 0.01% | −150−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 35,117 | $1.63M | 0.00% | +3,335+10.5% | Added |
| Snowden Capital Advisors LLC | 35,142 | $1.63M | 0.04% | +284+0.8% | Added |
| Kathmere Capital Management, LLC | 35,170 | $1.63M | 0.11% | +171+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 35,354 | $1.64M | 0.04% | −12,698−26.4% | Reduced |
| Baker Ellis Asset Management LLC | 37,150 | $1.72M | 0.21% | −5,600−13.1% | Reduced |
| Mirabella Financial Services LLP | 37,169 | $1.72M | 0.17% | −67,559−64.5% | Reduced |
| Sequoia Financial Advisors, LLC | 37,559 | $1.74M | 0.01% | −1,797−4.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 37,442 | $1.75M | 0.00% | +30,699+455.3% | Added |
| Ballentine Partners, LLC | 38,653 | $1.79M | 0.03% | −1,320−3.3% | Reduced |
| Truist Financial Corp | 39,364 | $1.82M | 0.00% | −2,262−5.4% | Reduced |
| Legacy Capital Group California, Inc. | 39,471 | $1.83M | 0.44% | +239+0.6% | Added |
| Rhumbline Advisers | 40,220 | $1.86M | 0.00% | −1,651−3.9% | Reduced |
| Atria Investments LLC | 41,085 | $1.90M | 0.02% | +2,122+5.4% | Added |
| Evergreen Capital Management LLC | 41,308 | $1.91M | 0.04% | +1,503+3.8% | Added |
| Jones Financial Companies LLLP | 41,387 | $1.92M | 0.00% | +5,522+15.4% | Added |
| Atomi Financial Group, Inc. | 41,632 | $1.93M | 0.06% | +2,953+7.6% | Added |
| Capital International Sarl | 42,498 | $1.98M | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 43,034 | $1.99M | 0.01% | +5,800+15.6% | Added |
| Quantbot Technologies LP | 43,829 | $2.03M | 0.07% | +43,829 | New |
| Ethic Inc. | 44,391 | $2.06M | 0.03% | +7,113+19.1% | Added |
| Abacus Wealth Partners, LLC | 44,536 | $2.06M | 0.20% | +44,536 | New |
| 1832 Asset Management L.P. | 45,500 | $2.11M | 0.00% | +13,100+40.4% | Added |
| Yousif Capital Management, LLC | 45,665 | $2.12M | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 45,827 | $2.12M | 0.03% | +14,887+48.1% | Added |
| Qtron Investments LLC | 46,013 | $2.15M | 0.28% | +7,749+20.3% | Added |
| Stamos Capital Partners, L.P. | 46,679 | $2.16M | 0.35% | −5,839−11.1% | Reduced |
| Advisors Asset Management, Inc. | 47,595 | $2.20M | 0.04% | +7,825+19.7% | Added |
| Greenleaf Trust | 48,731 | $2.26M | 0.02% | −170−0.3% | Reduced |
| Vise Technologies, Inc. | 48,911 | $2.27M | 0.04% | −19,466−28.5% | Reduced |
| Cim, LLC | 49,763 | $2.31M | 0.30% | −5,693−10.3% | Reduced |
| Colony Group, LLC | 51,287 | $2.38M | 0.00% | +27,428+115.0% | Added |
| Marex Group plc | 51,415 | $2.38M | 0.03% | −2,768−5.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 51,749 | $2.40M | 0.99% | −1,910−3.6% | Reduced |
| Andra AP-fonden | 65,164 | $2.41M | 0.03% | +65,164 | New |
| Ieq Capital, LLC | 52,412 | $2.43M | 0.01% | +1,796+3.5% | Added |
| Gator Capital Management, LLC | 52,430 | $2.43M | 0.50% | +2,580+5.2% | Added |
| Simplex Trading, LLC | 53,030 | $2.46M | 0.07% | −56,918−51.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 54,604 | $2.53M | 0.62% | −3,362−5.8% | Reduced |
| Forum Financial Management, LP | 56,356 | $2.61M | 0.03% | −48−0.1% | Reduced |
| Cigna Investments Inc | 56,451 | $2.63M | 0.38% | −818−1.4% | Reduced |
| BTC Capital Management, Inc. | 57,569 | $2.67M | 0.19% | −1,787−3.0% | Reduced |
| Man Group plc | 59,063 | $2.74M | 0.01% | +59,063 | New |
| Bessemer Group Inc | 60,581 | $2.81M | 0.00% | −257−0.4% | Reduced |
| Transatlantique Private Wealth LLC | 60,399 | $2.82M | 0.89% | +4,391+7.8% | Added |
| Wealth Alliance Advisory Group, LLC | 61,485 | $2.85M | 0.49% | −1,190−1.9% | Reduced |
| Orca Wealth Management, LLC | 60,138 | $2.87M | 2.06% | +160+0.3% | Added |
| GWM Advisors LLC | 63,920 | $2.96M | 0.01% | +10,483+19.6% | Added |
| Bleakley Financial Group, LLC | 64,240 | $2.97M | 0.05% | +39,941+164.4% | Added |
| Trivant Custom Portfolio Group, LLC | 64,279 | $2.98M | 1.71% | −190−0.3% | Reduced |
| Runnymede Capital Advisors, Inc. | 64,279 | $2.98M | 1.71% | +64,279 | New |
| Advisors Capital Management, LLC | 64,963 | $3.01M | 0.04% | +4,271+7.0% | Added |
| Hantz Financial Services, Inc. | 65,141 | $3.02M | 0.04% | −3,623−5.3% | Reduced |
| Permanent Capital Management, LP | 67,470 | $3.12M | 0.61% | −1,857−2.7% | Reduced |
| Park Avenue Securities LLC | 67,661 | $3.13M | 0.03% | +13,779+25.6% | Added |
| Vident Advisory, LLC | 69,553 | $3.22M | 0.03% | −13,524−16.3% | Reduced |
| Alaethes Wealth LLC | 69,726 | $3.23M | 0.91% | −331−0.5% | Reduced |
| RSM US Wealth Management LLC | 69,586 | $3.24M | 0.04% | +1,453+2.1% | Added |
| Altman Advisors, Inc. | 69,964 | $3.24M | 1.22% | −1,808−2.5% | Reduced |
| Group One Trading, L.P. | 70,074 | $3.25M | 0.10% | −39,468−36.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 70,542 | $3.27M | 0.00% | +4,959+7.6% | Added |
| Landesbank Baden-Wuerttemberg | 70,440 | $3.30M | 0.60% | +70,440 | New |
| Cloverfields Capital Group, LP | 71,754 | $3.32M | 1.03% | −13,574−15.9% | Reduced |
| Ossiam | 71,521 | $3.34M | 0.07% | +1,616+2.3% | Added |
| Equitable Trust Co | 73,638 | $3.41M | 0.15% | −530−0.7% | Reduced |
| Glenmede Trust Co NA | 75,851 | $3.51M | 0.02% | +75,851 | New |
| Assetmark, Inc | 78,004 | $3.61M | 0.01% | +33,052+73.5% | Added |
| Signaturefd, LLC | 79,813 | $3.70M | 0.06% | +1,499+1.9% | Added |
| TrueMark Investments, LLC | 81,792 | $3.79M | 0.72% | +10,659+15.0% | Added |
| Opal Capital LLC | 82,276 | $3.81M | 0.95% | +82,276 | New |
| Occudo Quantitative Strategies LP | 82,661 | $3.83M | 0.26% | +23,343+39.4% | Added |
| Citadel Advisors LLC | 83,623 | $3.87M | 0.00% | −10,549−11.2% | Reduced |
| Highland Capital Management, LLC | 84,261 | $3.90M | 0.19% | −9,605−10.2% | Reduced |
| Independent Advisor Alliance | 86,232 | $3.99M | 0.10% | −1,045−1.2% | Reduced |