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 |
|---|---|---|---|---|---|
| Factory Mutual Insurance Co | 86,545 | $4.01M | 0.04% | +9,289+12.0% | Added |
| Groupe la Francaise | 86,415 | $4.03M | 0.06% | +28,307+48.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 92,028 | $4.26M | 0.10% | +61,590+202.3% | Added |
| ARGA Investment Management, LP | 93,216 | $4.35M | 0.12% | −1,592,892−94.5% | Reduced |
| Mitchell Capital Management Co | 95,518 | $4.42M | 0.79% | −2,359−2.4% | Reduced |
| Pictet & Cie (Europe) SA | 96,114 | $4.48M | 0.09% | +9,999+11.6% | Added |
| Metis Global Partners, LLC | 97,884 | $4.57M | 0.11% | −11,681−10.7% | Reduced |
| Mercer Global Advisors Inc | 99,400 | $4.60M | 0.01% | +11,298+12.8% | Added |
| US Bancorp | 105,174 | $4.87M | 0.01% | +2,272+2.2% | Added |
| Quadrant Capital Group LLC | 107,550 | $4.98M | 0.15% | +110+0.1% | Added |
| CI Private Wealth, LLC | 110,520 | $5.12M | 0.01% | −14,291−11.5% | Reduced |
| Symmetry Investments LP | 111,400 | $5.16M | 0.96% | +111,400 | New |
| MML Investors Services, LLC | 112,528 | $5.21M | 0.01% | +7,262+6.9% | Added |
| Timber Creek Capital Management LLC | 113,383 | $5.25M | 1.22% | −3,083−2.6% | Reduced |
| Platinum Investment Management Ltd | 117,507 | $5.48M | 1.27% | −1,325,071−91.9% | Reduced |
| The PNC Financial Services Group, Inc. | 119,592 | $5.54M | 0.00% | +3,375+2.9% | Added |
| Brinker Capital Investments, LLC | 120,662 | $5.59M | 0.04% | +15,843+15.1% | Added |
| Plato Investment Management Ltd | 120,920 | $5.67M | 0.37% | 00.0% | Unchanged |
| Groupama Asset Managment | 153,351 | $5.67M | 0.08% | +8,972+6.2% | Added |
| Inspire Trust Co, N.A. | 130,000 | $6.02M | 0.99% | +5,000+4.0% | Added |
| Cetera Investment Advisers | 131,397 | $6.09M | 0.01% | +8,245+6.7% | Added |
| Clearbridge Investments, LLC | 134,577 | $6.23M | 0.00% | −2,341−1.7% | Reduced |
| HighTower Advisors, LLC | 134,639 | $6.24M | 0.01% | +9,276+7.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 132,190 | $6.25M | 0.01% | +10,805+8.9% | Added |
| Ninety One North America, Inc. | 134,367 | $6.27M | 0.25% | +134,367 | New |
| Helios Capital Management Pte. Ltd | 136,000 | $6.34M | 4.36% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 136,094 | $6.35M | 0.16% | +136,094 | New |
| Callan Family Office, LLC | 137,587 | $6.37M | 0.14% | +86,738+170.6% | Added |
| NatWest Group plc | 138,732 | $6.42M | 1.50% | +105,513+317.6% | Added |
| Two Sigma Investments, LP | 140,530 | $6.51M | 0.01% | +140,530 | New |
| Ensign Peak Advisors, Inc | 140,094 | $6.54M | 0.01% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 144,355 | $6.69M | 1.00% | −610−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 148,853 | $6.89M | 0.33% | +49,350+49.6% | Added |
| Ritholtz Wealth Management | 155,311 | $7.19M | 0.13% | +10,194+7.0% | Added |
| QRG Capital Management, Inc. | 159,489 | $7.39M | 0.08% | +10,548+7.1% | Added |
| First Trust Advisors LP | 158,752 | $7.39M | 0.01% | −6,799−4.1% | Reduced |
| Cerity Partners LLC | 159,789 | $7.40M | 0.01% | −4,849−2.9% | Reduced |
| SEI Investments Co | 165,657 | $7.67M | 0.01% | +36,980+28.7% | Added |
| Vestmark Advisory Solutions, Inc. | 167,820 | $7.77M | 0.10% | +68,317+68.7% | Added |
| Alberta Investment Management Corp | 169,993 | $7.92M | 0.05% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 173,284 | $8.02M | 0.17% | +173,284 | New |
| Point72 Asset Management, L.P. | 174,426 | $8.08M | 0.01% | −59,103−25.3% | Reduced |
| Ingalls & Snyder LLC | 182,019 | $8.43M | 0.31% | +11,950+7.0% | Added |
| Intech Investment Management LLC | 181,875 | $8.48M | 0.08% | −1,207−0.7% | Reduced |
| JustInvest LLC | 190,979 | $8.84M | 0.09% | −3,918−2.0% | Reduced |
| M&T Bank Corp | 191,650 | $8.87M | 0.03% | +54,241+39.5% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 197,727 | $9.21M | 0.42% | +197,727 | New |
| Black Diamond Capital Management I, LLLP | 200,000 | $9.26M | 6.16% | 00.0% | Unchanged |
| DJE Kapital AG | 203,050 | $9.49M | 0.26% | +40,679+25.1% | Added |
| Renaissance Technologies LLC | 206,591 | $9.57M | 0.01% | −1,396,600−87.1% | Reduced |
| Neuberger Berman Group LLC | 205,938 | $9.57M | 0.01% | +14,719+7.7% | Added |
| Permanens Capital L.P. | 207,412 | $9.61M | 1.25% | +55,495+36.5% | Added |
| Jefferies Financial Group Inc. | 209,349 | $9.75M | 0.08% | +168,793+416.2% | Added |
| RPg Family Wealth Advisory, LLC | 212,110 | $9.82M | 2.16% | +57,191+36.9% | Added |
| Mariner, LLC | 217,246 | $10.1M | 0.01% | +9,297+4.5% | Added |
| Lighthouse Investment Partners, LLC | 222,920 | $10.3M | 0.34% | +76,579+52.3% | Added |
| Millennium Management LLC | 223,253 | $10.3M | 0.01% | −13,066−5.5% | Reduced |
| Pathstone Holdings, LLC | 223,849 | $10.4M | 0.04% | +18,509+9.0% | Added |
| Promethos Capital, LLC | 232,655 | $10.8M | 2.94% | −29,997−11.4% | Reduced |
| Value Partners Investments Inc. | 240,090 | $11.1M | 0.85% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 240,149 | $11.1M | 0.16% | −36,926−13.3% | Reduced |
| Chilton Investment Co LLC | 246,392 | $11.4M | 0.24% | +246,392 | New |
| Assenagon Asset Management S.A. | 252,040 | $11.8M | 0.02% | +3,494+1.4% | Added |
| LPL Financial LLC | 283,013 | $13.1M | 0.00% | +29,773+11.8% | Added |
| Leonteq Securities AG | 356,549 | $13.2M | 0.71% | +356,549 | New |
| MetLife Investment Management | 286,464 | $13.3M | 0.06% | −12,448−4.2% | Reduced |
| LGT Fund Management Co Ltd. | 294,284 | $13.7M | 1.08% | +15,184+5.4% | Added |
| Lazard Asset Management LLC | 295,193 | $13.7M | 0.02% | +29,388+11.1% | Added |
| Jane Street Group, LLC | 301,637 | $14.0M | 0.02% | +47,584+18.7% | Added |
| PDT Partners, LLC | 305,288 | $14.2M | 0.92% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 309,569 | $14.3M | 2.84% | −14,790−4.6% | Reduced |
| Maryland State Retirement & Pension System | 331,417 | $15.5M | 0.32% | −2,467−0.7% | Reduced |
| Prudential PLC | 337,431 | $15.7M | 0.13% | +5,867+1.8% | Added |
| RBF Capital, LLC | 340,000 | $15.7M | 0.72% | −8,859−2.5% | Reduced |
| Henry James International Management, Inc. | 341,401 | $15.8M | 4.98% | −24,309−6.6% | Reduced |
| Creative Planning | 357,067 | $16.5M | 0.01% | +33,700+10.4% | Added |
| Baader Bank INC | 360,840 | $16.8M | 1.40% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 367,938 | $17.0M | 4.32% | +313+0.1% | Added |
| Pictet North America Advisors SA | 369,855 | $17.3M | 1.64% | −12,500−3.3% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 379,049 | $17.7M | 0.25% | +379,049 | New |
| Voya Investment Management LLC | 418,668 | $19.5M | 0.02% | +32,525+8.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 430,234 | $20.1M | 0.17% | −31,261−6.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 466,828 | $21.6M | 0.12% | +10,275+2.3% | Added |
| Quantinno Capital Management LP | 474,483 | $22.0M | 0.04% | +85,384+21.9% | Added |
| Charles Schwab Investment Management Inc | 483,806 | $22.4M | 0.00% | +52,998+12.3% | Added |
| Baker Avenue Asset Management, LP | 503,300 | $23.3M | 0.54% | +4,614+0.9% | Added |
| Worldquant Millennium Advisors LLC | 514,597 | $24.0M | 0.09% | −367,033−41.6% | Reduced |
| USS Investment Management Ltd | 516,436 | $24.0M | 0.12% | 00.0% | Unchanged |
| EFG International AG | 526,484 | $24.4M | 0.47% | +526,484 | New |
| Mediolanum International Funds Ltd | 540,868 | $25.3M | 0.25% | +470,662+670.4% | Added |
| Edmond de Rothschild Holding S.A. | 544,014 | $25.4M | 0.36% | +34,268+6.7% | Added |
| Stifel Financial Corp | 553,795 | $25.6M | 0.02% | +4,914+0.9% | Added |
| Fiera Capital Corp | 572,561 | $26.5M | 0.08% | +257,273+81.6% | Added |
| Great Lakes Advisors, LLC | 611,294 | $28.3M | 0.23% | −16,261−2.6% | Reduced |
| Alliancebernstein L.P. | 619,420 | $28.7M | 0.01% | −68,491−10.0% | Reduced |
| Exane Asset Management | 665,458 | $28.9M | 6.08% | −123,543−15.7% | Reduced |
| Systrade AG | 625,000 | $29.1M | 17.78% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 658,920 | $30.5M | 2.65% | −39,816−5.7% | Reduced |
| Haven Global Partners, LLC | 669,028 | $31.2M | 22.93% | −10,044−1.5% | Reduced |
| Wells Fargo & Company | 676,753 | $31.3M | 0.01% | +19,321+2.9% | Added |