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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.

Institutional holdersQ4 2025: 695 institutions
Q1 2021: 348 institutionsQ2 2021: 363 institutionsQ3 2021: 360 institutionsQ4 2021: 369 institutionsQ1 2022: 378 institutionsQ2 2022: 371 institutionsQ3 2022: 367 institutionsQ4 2022: 378 institutionsQ1 2023: 438 institutionsQ2 2023: 459 institutionsQ3 2023: 487 institutionsQ4 2023: 530 institutionsQ1 2024: 537 institutionsQ2 2024: 554 institutionsQ3 2024: 550 institutionsQ4 2024: 574 institutionsQ1 2025: 589 institutionsQ2 2025: 599 institutionsQ3 2025: 622 institutionsQ4 2025: 695 institutionsQ1 2026: 689 institutionsQ2 2026: 766 institutions
Value heldQ4 2025: $61.4B
Q1 2021: $18.5BQ2 2021: $20.1BQ3 2021: $21.2BQ4 2021: $24.8BQ1 2022: $26.6BQ2 2022: $20.9BQ3 2022: $18.5BQ4 2022: $23.6BQ1 2023: $30.0BQ2 2023: $25.7BQ3 2023: $31.7BQ4 2023: $41.2BQ1 2024: $42.3BQ2 2024: $41.3BQ3 2024: $42.6BQ4 2024: $43.0BQ1 2025: $43.1BQ2 2025: $44.5BQ3 2025: $49.8BQ4 2025: $61.4BQ1 2026: $44.5BQ2 2026: $62.9B
Institutions holding UBS and their total value by quarter
QuarterHoldersValue
Q2 2026766$62.9B
Q1 2026689$44.5B
Q4 2025695$61.4B
Q3 2025622$49.8B
Q2 2025599$44.5B
Q1 2025589$43.1B
Q4 2024574$43.0B
Q3 2024550$42.6B
Q2 2024554$41.3B
Q1 2024537$42.3B
Q4 2023530$41.2B
Q3 2023487$31.7B
Q2 2023459$25.7B
Q1 2023438$30.0B
Q4 2022378$23.6B
Q3 2022367$18.5B
Q2 2022371$20.9B
Q1 2022378$26.6B
Q4 2021369$24.8B
Q3 2021360$21.2B
Q2 2021363$20.1B
Q1 2021348$18.5B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q3 2025.

Institutions holding UBS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Campbell & CO Investment Adviser LLC0$00.00%−81,636−100.0%Sold out
Governors Lane LP0$00.00%−75,861−100.0%Sold out
Susquehanna Advisors Group, Inc.0$00.00%−65,200−100.0%Sold out
Oddo BHF Asset Management SAS0$00.00%−81,084−100.0%Sold out
XTX Topco Ltd0$00.00%−52,351−100.0%Sold out
Centiva Capital, LP0$00.00%−41,989−100.0%Sold out
Pitcairn Co0$00.00%−37,806−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−26,903−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−22,789−100.0%Sold out
Macquarie Group Ltd0$00.00%−14,000−100.0%Sold out
Verition Fund Management LLC0$00.00%−13,910−100.0%Sold out
FDx Advisors, Inc.0$00.00%−12,301−100.0%Sold out
Mesirow Financial Investment Management, Inc.0$00.00%−11,146−100.0%Sold out
Calamos Wealth Management LLC0$00.00%−11,053−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,736−100.0%Sold out
Jain Global LLC0$00.00%−7,484−100.0%Sold out
111 Capital0$00.00%−6,890−100.0%Sold out
SG Americas Securities, LLC0$00.00%−6,368−100.0%Sold out
Brighton Jones LLC0$00.00%−6,219−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−5,947−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−5,281−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−5,225−100.0%Sold out
Diametric Capital, LP0$00.00%−4,989−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−2,690−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−1,925−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−1,887−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−908−100.0%Sold out
Maseco LLP0$00.00%−836−100.0%Sold out
Main Street Group, LTD0$00.00%−442−100.0%Sold out
Quarry LP0$00.00%−286−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−270−100.0%Sold out
Arlington Trust Co LLC0$00.00%−235−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−228−100.0%Sold out
Silicon Valley Capital Partners0$00.00%−217−100.0%Sold out
Teachers Insurance & Annuity Association of America0$00.00%−200−100.0%Sold out
Baillie Gifford & Co0$00.00%−172−100.0%Sold out
Essential Partners LLC0$00.00%−166−100.0%Sold out
Foster Dykema Cabot & Partners, LLC0$00.00%−128−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−47−100.0%Sold out
Bear Mountain Capital, Inc.0$00.00%−18−100.0%Sold out
Palisade Asset Management, LLC0$00.00%−15−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−3−100.0%Sold out
AXA Investment Managers S.A.––––Not filed
Wetherby Asset Management Inc––––Not filed
Point72 (DIFC) Ltd––––Not filed
Point72 Hong Kong Ltd––––Not filed
Glenmede Investment Management, LP––––Not filed
Cubist Systematic Strategies, LLC––––Not filed
Lingohr & Partner Asset Management GmbH––––Not filed
Stonegate Investment Group, LLC––––Not filed
Synovus Financial Corp––––Not filed
Wealthstream Advisors, Inc.––––Not filed
Binnacle Investments Inc––––Not filed
Guerra Advisors Inc––––Not filed