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 |
|---|---|---|---|---|---|
| TrueMark Investments, LLC | 81,792 | $3.79M | 0.72% | +10,659+15.0% | Added |
| Signaturefd, LLC | 79,813 | $3.70M | 0.06% | +1,499+1.9% | Added |
| Assetmark, Inc | 78,004 | $3.61M | 0.01% | +33,052+73.5% | Added |
| Glenmede Trust Co NA | 75,851 | $3.51M | 0.02% | +75,851 | New |
| Equitable Trust Co | 73,638 | $3.41M | 0.15% | −530−0.7% | Reduced |
| Ossiam | 71,521 | $3.34M | 0.07% | +1,616+2.3% | Added |
| Cloverfields Capital Group, LP | 71,754 | $3.32M | 1.03% | −13,574−15.9% | Reduced |
| Landesbank Baden-Wuerttemberg | 70,440 | $3.30M | 0.60% | +70,440 | New |
| Northwestern Mutual Wealth Management Co | 70,542 | $3.27M | 0.00% | +4,959+7.6% | Added |
| Group One Trading, L.P. | 70,074 | $3.25M | 0.10% | −39,468−36.0% | Reduced |
| Altman Advisors, Inc. | 69,964 | $3.24M | 1.22% | −1,808−2.5% | Reduced |
| RSM US Wealth Management LLC | 69,586 | $3.24M | 0.04% | +1,453+2.1% | Added |
| Alaethes Wealth LLC | 69,726 | $3.23M | 0.91% | −331−0.5% | Reduced |
| Vident Advisory, LLC | 69,553 | $3.22M | 0.03% | −13,524−16.3% | Reduced |
| Park Avenue Securities LLC | 67,661 | $3.13M | 0.03% | +13,779+25.6% | Added |
| Permanent Capital Management, LP | 67,470 | $3.12M | 0.61% | −1,857−2.7% | Reduced |
| Hantz Financial Services, Inc. | 65,141 | $3.02M | 0.04% | −3,623−5.3% | Reduced |
| Advisors Capital Management, LLC | 64,963 | $3.01M | 0.04% | +4,271+7.0% | 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 |
| Bleakley Financial Group, LLC | 64,240 | $2.97M | 0.05% | +39,941+164.4% | Added |
| GWM Advisors LLC | 63,920 | $2.96M | 0.01% | +10,483+19.6% | Added |
| Orca Wealth Management, LLC | 60,138 | $2.87M | 2.06% | +160+0.3% | Added |
| Wealth Alliance Advisory Group, LLC | 61,485 | $2.85M | 0.49% | −1,190−1.9% | Reduced |
| Transatlantique Private Wealth LLC | 60,399 | $2.82M | 0.89% | +4,391+7.8% | Added |
| Bessemer Group Inc | 60,581 | $2.81M | 0.00% | −257−0.4% | Reduced |
| Man Group plc | 59,063 | $2.74M | 0.01% | +59,063 | New |
| BTC Capital Management, Inc. | 57,569 | $2.67M | 0.19% | −1,787−3.0% | Reduced |
| Cigna Investments Inc | 56,451 | $2.63M | 0.38% | −818−1.4% | Reduced |
| Forum Financial Management, LP | 56,356 | $2.61M | 0.03% | −48−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 54,604 | $2.53M | 0.62% | −3,362−5.8% | Reduced |
| Simplex Trading, LLC | 53,030 | $2.46M | 0.07% | −56,918−51.8% | Reduced |
| Gator Capital Management, LLC | 52,430 | $2.43M | 0.50% | +2,580+5.2% | Added |
| Ieq Capital, LLC | 52,412 | $2.43M | 0.01% | +1,796+3.5% | Added |
| Andra AP-fonden | 65,164 | $2.41M | 0.03% | +65,164 | New |
| Mitchell & Pahl Private Wealth, LLC | 51,749 | $2.40M | 0.99% | −1,910−3.6% | Reduced |
| Marex Group plc | 51,415 | $2.38M | 0.03% | −2,768−5.1% | Reduced |
| Colony Group, LLC | 51,287 | $2.38M | 0.00% | +27,428+115.0% | Added |
| Cim, LLC | 49,763 | $2.31M | 0.30% | −5,693−10.3% | Reduced |
| Vise Technologies, Inc. | 48,911 | $2.27M | 0.04% | −19,466−28.5% | Reduced |
| Greenleaf Trust | 48,731 | $2.26M | 0.02% | −170−0.3% | Reduced |
| Advisors Asset Management, Inc. | 47,595 | $2.20M | 0.04% | +7,825+19.7% | Added |
| Stamos Capital Partners, L.P. | 46,679 | $2.16M | 0.35% | −5,839−11.1% | Reduced |
| Qtron Investments LLC | 46,013 | $2.15M | 0.28% | +7,749+20.3% | Added |
| Gradient Investments LLC | 45,827 | $2.12M | 0.03% | +14,887+48.1% | Added |
| Yousif Capital Management, LLC | 45,665 | $2.12M | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 45,500 | $2.11M | 0.00% | +13,100+40.4% | Added |
| Abacus Wealth Partners, LLC | 44,536 | $2.06M | 0.20% | +44,536 | New |
| Ethic Inc. | 44,391 | $2.06M | 0.03% | +7,113+19.1% | Added |
| Quantbot Technologies LP | 43,829 | $2.03M | 0.07% | +43,829 | New |
| Sanctuary Advisors, LLC | 43,034 | $1.99M | 0.01% | +5,800+15.6% | Added |
| Capital International Sarl | 42,498 | $1.98M | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 41,632 | $1.93M | 0.06% | +2,953+7.6% | Added |
| Jones Financial Companies LLLP | 41,387 | $1.92M | 0.00% | +5,522+15.4% | Added |
| Evergreen Capital Management LLC | 41,308 | $1.91M | 0.04% | +1,503+3.8% | Added |
| Atria Investments LLC | 41,085 | $1.90M | 0.02% | +2,122+5.4% | Added |
| Rhumbline Advisers | 40,220 | $1.86M | 0.00% | −1,651−3.9% | Reduced |
| Legacy Capital Group California, Inc. | 39,471 | $1.83M | 0.44% | +239+0.6% | Added |
| Truist Financial Corp | 39,364 | $1.82M | 0.00% | −2,262−5.4% | Reduced |
| Ballentine Partners, LLC | 38,653 | $1.79M | 0.03% | −1,320−3.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 37,442 | $1.75M | 0.00% | +30,699+455.3% | Added |
| Sequoia Financial Advisors, LLC | 37,559 | $1.74M | 0.01% | −1,797−4.6% | Reduced |
| Mirabella Financial Services LLP | 37,169 | $1.72M | 0.17% | −67,559−64.5% | Reduced |
| Baker Ellis Asset Management LLC | 37,150 | $1.72M | 0.21% | −5,600−13.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 35,354 | $1.64M | 0.04% | −12,698−26.4% | Reduced |
| Kathmere Capital Management, LLC | 35,170 | $1.63M | 0.11% | +171+0.5% | Added |
| Snowden Capital Advisors LLC | 35,142 | $1.63M | 0.04% | +284+0.8% | Added |
| Commonwealth Equity Services, LLC | 35,117 | $1.63M | 0.00% | +3,335+10.5% | Added |
| Gabelli Funds LLC | 34,350 | $1.59M | 0.01% | −150−0.4% | Reduced |
| Henshaw Capital LLC | 33,267 | $1.54M | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 32,883 | $1.52M | 0.00% | +4,383+15.4% | Added |
| SOL Capital Management CO | 32,580 | $1.51M | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 31,798 | $1.47M | 0.00% | +1,316+4.3% | Added |
| Cullen/Frost Bankers, Inc. | 31,697 | $1.47M | 0.02% | +908+2.9% | Added |
| Farther Finance Advisors, LLC | 31,549 | $1.46M | 0.02% | +15,557+97.3% | Added |
| Bailard, Inc. | 31,157 | $1.44M | 0.03% | −1,132−3.5% | Reduced |
| Pinnacle Associates Ltd | 30,632 | $1.42M | 0.02% | +4,077+15.4% | Added |
| Coldstream Capital Management Inc | 30,080 | $1.39M | 0.02% | +2,788+10.2% | Added |
| Morningstar Investment Management LLC | 29,854 | $1.38M | 0.08% | +29,854 | New |
| Schonfeld Strategic Advisors LLC | 29,426 | $1.36M | 0.01% | +13,715+87.3% | Added |
| CAPROCK Group, Inc. | 29,222 | $1.35M | 0.03% | +2,251+8.3% | Added |
| Evelyn Partners Investment Management LLP | 29,005 | $1.35M | 0.04% | +139+0.5% | Added |
| Cullinan Associates Inc | 29,000 | $1.34M | 0.09% | 00.0% | Unchanged |
| Walleye Trading LLC | 27,512 | $1.27M | 0.02% | +18,228+196.3% | Added |
| Future Fund LLC | 27,253 | $1.26M | 0.45% | −3,717−12.0% | Reduced |
| Atlas Capital Advisors LLC | 26,301 | $1.22M | 0.14% | +26,301 | New |
| JFS Wealth Advisors, LLC | 25,692 | $1.19M | 0.07% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 25,655 | $1.19M | 0.10% | 00.0% | Unchanged |
| Connable Office Inc | 25,409 | $1.18M | 0.11% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,399 | $1.18M | 0.01% | +3,906+18.2% | Added |
| Xponance, Inc. | 25,011 | $1.17M | 0.01% | +25,011 | New |
| Greenwich Wealth Management LLC | 24,847 | $1.15M | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 24,719 | $1.14M | 0.01% | −2,914−10.5% | Reduced |
| Ronald Blue Trust, Inc. | 24,574 | $1.14M | 0.01% | +791+3.3% | Added |
| U S Global Investors Inc | 24,500 | $1.13M | 0.12% | +24,500 | New |
| Checchi Capital Advisers, LLC | 23,866 | $1.11M | 0.08% | −1,002−4.0% | Reduced |
| Havemeyer Place LP | 23,425 | $1.08M | 0.21% | +23,425 | New |
| Chicago Trust Co NA | 22,940 | $1.06M | 0.17% | −281−1.2% | Reduced |
| Main Street Financial Solutions, LLC | 22,916 | $1.06M | 0.08% | −129−0.6% | Reduced |
| Solstein Capital, LLC | 22,647 | $1.05M | 0.42% | 00.0% | Unchanged |