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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 619,420 | $28.7M | 0.01% | −68,491−10.0% | Reduced |
| Great Lakes Advisors, LLC | 611,294 | $28.3M | 0.23% | −16,261−2.6% | Reduced |
| Fiera Capital Corp | 572,561 | $26.5M | 0.08% | +257,273+81.6% | Added |
| Stifel Financial Corp | 553,795 | $25.6M | 0.02% | +4,914+0.9% | Added |
| Edmond de Rothschild Holding S.A. | 544,014 | $25.4M | 0.36% | +34,268+6.7% | Added |
| Mediolanum International Funds Ltd | 540,868 | $25.3M | 0.25% | +470,662+670.4% | Added |
| EFG International AG | 526,484 | $24.4M | 0.47% | +526,484 | New |
| USS Investment Management Ltd | 516,436 | $24.0M | 0.12% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 514,597 | $24.0M | 0.09% | −367,033−41.6% | Reduced |
| Baker Avenue Asset Management, LP | 503,300 | $23.3M | 0.54% | +4,614+0.9% | Added |
| Charles Schwab Investment Management Inc | 483,806 | $22.4M | 0.00% | +52,998+12.3% | Added |
| Quantinno Capital Management LP | 474,483 | $22.0M | 0.04% | +85,384+21.9% | Added |
| O'Shaughnessy Asset Management, LLC | 466,828 | $21.6M | 0.12% | +10,275+2.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 430,234 | $20.1M | 0.17% | −31,261−6.8% | Reduced |
| Voya Investment Management LLC | 418,668 | $19.5M | 0.02% | +32,525+8.4% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 379,049 | $17.7M | 0.25% | +379,049 | New |
| Pictet North America Advisors SA | 369,855 | $17.3M | 1.64% | −12,500−3.3% | Reduced |
| Gardner Lewis Asset Management L P | 367,938 | $17.0M | 4.32% | +313+0.1% | Added |
| Baader Bank INC | 360,840 | $16.8M | 1.40% | 00.0% | Unchanged |
| Creative Planning | 357,067 | $16.5M | 0.01% | +33,700+10.4% | Added |
| Henry James International Management, Inc. | 341,401 | $15.8M | 4.98% | −24,309−6.6% | Reduced |
| RBF Capital, LLC | 340,000 | $15.7M | 0.72% | −8,859−2.5% | Reduced |
| Prudential PLC | 337,431 | $15.7M | 0.13% | +5,867+1.8% | Added |
| Maryland State Retirement & Pension System | 331,417 | $15.5M | 0.32% | −2,467−0.7% | Reduced |
| Contravisory Investment Management, Inc. | 309,569 | $14.3M | 2.84% | −14,790−4.6% | Reduced |
| PDT Partners, LLC | 305,288 | $14.2M | 0.92% | 00.0% | Unchanged |
| Jane Street Group, LLC | 301,637 | $14.0M | 0.02% | +47,584+18.7% | Added |
| Lazard Asset Management LLC | 295,193 | $13.7M | 0.02% | +29,388+11.1% | Added |
| LGT Fund Management Co Ltd. | 294,284 | $13.7M | 1.08% | +15,184+5.4% | Added |
| MetLife Investment Management | 286,464 | $13.3M | 0.06% | −12,448−4.2% | Reduced |
| Leonteq Securities AG | 356,549 | $13.2M | 0.71% | +356,549 | New |
| LPL Financial LLC | 283,013 | $13.1M | 0.00% | +29,773+11.8% | Added |
| Assenagon Asset Management S.A. | 252,040 | $11.8M | 0.02% | +3,494+1.4% | Added |
| Chilton Investment Co LLC | 246,392 | $11.4M | 0.24% | +246,392 | New |
| Crossmark Global Holdings, Inc. | 240,149 | $11.1M | 0.16% | −36,926−13.3% | Reduced |
| Value Partners Investments Inc. | 240,090 | $11.1M | 0.85% | 00.0% | Unchanged |
| Promethos Capital, LLC | 232,655 | $10.8M | 2.94% | −29,997−11.4% | Reduced |
| Pathstone Holdings, LLC | 223,849 | $10.4M | 0.04% | +18,509+9.0% | Added |
| Millennium Management LLC | 223,253 | $10.3M | 0.01% | −13,066−5.5% | Reduced |
| Lighthouse Investment Partners, LLC | 222,920 | $10.3M | 0.34% | +76,579+52.3% | Added |
| Mariner, LLC | 217,246 | $10.1M | 0.01% | +9,297+4.5% | Added |
| RPg Family Wealth Advisory, LLC | 212,110 | $9.82M | 2.16% | +57,191+36.9% | Added |
| Jefferies Financial Group Inc. | 209,349 | $9.75M | 0.08% | +168,793+416.2% | Added |
| Permanens Capital L.P. | 207,412 | $9.61M | 1.25% | +55,495+36.5% | Added |
| Neuberger Berman Group LLC | 205,938 | $9.57M | 0.01% | +14,719+7.7% | Added |
| Renaissance Technologies LLC | 206,591 | $9.57M | 0.01% | −1,396,600−87.1% | Reduced |
| DJE Kapital AG | 203,050 | $9.49M | 0.26% | +40,679+25.1% | Added |
| Black Diamond Capital Management I, LLLP | 200,000 | $9.26M | 6.16% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 197,727 | $9.21M | 0.42% | +197,727 | New |
| M&T Bank Corp | 191,650 | $8.87M | 0.03% | +54,241+39.5% | Added |
| JustInvest LLC | 190,979 | $8.84M | 0.09% | −3,918−2.0% | Reduced |
| Intech Investment Management LLC | 181,875 | $8.48M | 0.08% | −1,207−0.7% | Reduced |
| Ingalls & Snyder LLC | 182,019 | $8.43M | 0.31% | +11,950+7.0% | Added |
| Point72 Asset Management, L.P. | 174,426 | $8.08M | 0.01% | −59,103−25.3% | Reduced |
| Laird Norton Trust Company, LLC | 173,284 | $8.02M | 0.17% | +173,284 | New |
| Alberta Investment Management Corp | 169,993 | $7.92M | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 167,820 | $7.77M | 0.10% | +68,317+68.7% | Added |
| SEI Investments Co | 165,657 | $7.67M | 0.01% | +36,980+28.7% | Added |
| Cerity Partners LLC | 159,789 | $7.40M | 0.01% | −4,849−2.9% | Reduced |
| First Trust Advisors LP | 158,752 | $7.39M | 0.01% | −6,799−4.1% | Reduced |
| QRG Capital Management, Inc. | 159,489 | $7.39M | 0.08% | +10,548+7.1% | Added |
| Ritholtz Wealth Management | 155,311 | $7.19M | 0.13% | +10,194+7.0% | Added |
| Mount Yale Investment Advisors, LLC | 148,853 | $6.89M | 0.33% | +49,350+49.6% | Added |
| Triasima Portfolio Management inc. | 144,355 | $6.69M | 1.00% | −610−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 140,094 | $6.54M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 140,530 | $6.51M | 0.01% | +140,530 | New |
| NatWest Group plc | 138,732 | $6.42M | 1.50% | +105,513+317.6% | Added |
| Callan Family Office, LLC | 137,587 | $6.37M | 0.14% | +86,738+170.6% | Added |
| Osmosis Investment Management UK Ltd | 136,094 | $6.35M | 0.16% | +136,094 | New |
| Helios Capital Management Pte. Ltd | 136,000 | $6.34M | 4.36% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 134,367 | $6.27M | 0.25% | +134,367 | New |
| Wealth Enhancement Advisory Services, LLC | 132,190 | $6.25M | 0.01% | +10,805+8.9% | Added |
| HighTower Advisors, LLC | 134,639 | $6.24M | 0.01% | +9,276+7.4% | Added |
| Clearbridge Investments, LLC | 134,577 | $6.23M | 0.00% | −2,341−1.7% | Reduced |
| Cetera Investment Advisers | 131,397 | $6.09M | 0.01% | +8,245+6.7% | Added |
| Inspire Trust Co, N.A. | 130,000 | $6.02M | 0.99% | +5,000+4.0% | Added |
| Groupama Asset Managment | 153,351 | $5.67M | 0.08% | +8,972+6.2% | Added |
| Plato Investment Management Ltd | 120,920 | $5.67M | 0.37% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 120,662 | $5.59M | 0.04% | +15,843+15.1% | Added |
| The PNC Financial Services Group, Inc. | 119,592 | $5.54M | 0.00% | +3,375+2.9% | Added |
| Platinum Investment Management Ltd | 117,507 | $5.48M | 1.27% | −1,325,071−91.9% | Reduced |
| Timber Creek Capital Management LLC | 113,383 | $5.25M | 1.22% | −3,083−2.6% | Reduced |
| MML Investors Services, LLC | 112,528 | $5.21M | 0.01% | +7,262+6.9% | Added |
| Symmetry Investments LP | 111,400 | $5.16M | 0.96% | +111,400 | New |
| CI Private Wealth, LLC | 110,520 | $5.12M | 0.01% | −14,291−11.5% | Reduced |
| Quadrant Capital Group LLC | 107,550 | $4.98M | 0.15% | +110+0.1% | Added |
| US Bancorp | 105,174 | $4.87M | 0.01% | +2,272+2.2% | Added |
| Mercer Global Advisors Inc | 99,400 | $4.60M | 0.01% | +11,298+12.8% | Added |
| Metis Global Partners, LLC | 97,884 | $4.57M | 0.11% | −11,681−10.7% | Reduced |
| Pictet & Cie (Europe) SA | 96,114 | $4.48M | 0.09% | +9,999+11.6% | Added |
| Mitchell Capital Management Co | 95,518 | $4.42M | 0.79% | −2,359−2.4% | Reduced |
| ARGA Investment Management, LP | 93,216 | $4.35M | 0.12% | −1,592,892−94.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 92,028 | $4.26M | 0.10% | +61,590+202.3% | Added |
| Groupe la Francaise | 86,415 | $4.03M | 0.06% | +28,307+48.7% | Added |
| Factory Mutual Insurance Co | 86,545 | $4.01M | 0.04% | +9,289+12.0% | Added |
| Independent Advisor Alliance | 86,232 | $3.99M | 0.10% | −1,045−1.2% | Reduced |
| Highland Capital Management, LLC | 84,261 | $3.90M | 0.19% | −9,605−10.2% | Reduced |
| Citadel Advisors LLC | 83,623 | $3.87M | 0.00% | −10,549−11.2% | Reduced |
| Occudo Quantitative Strategies LP | 82,661 | $3.83M | 0.26% | +23,343+39.4% | Added |
| Opal Capital LLC | 82,276 | $3.81M | 0.95% | +82,276 | New |