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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 22,405 | $1.04M | 0.01% | +2,378+11.9% | Added |
| Sivia Capital Partners, LLC | 22,206 | $1.03M | 0.21% | +7,827+54.4% | Added |
| Syon Capital LLC | 21,959 | $1.02M | 0.05% | −1,138−4.9% | Reduced |
| Skopos Labs, Inc. | 21,514 | $1.00M | 0.05% | +21,514 | New |
| Kestra Private Wealth Services, LLC | 21,556 | $998.3K | 0.01% | +16,605+335.4% | Added |
| Susquehanna International Group, LLP | 21,382 | $990.2K | 0.00% | −170,238−88.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,353 | $989.0K | 0.00% | −1,476−6.5% | Reduced |
| Massachusetts Wealth Management | 21,080 | $976.2K | 0.45% | 00.0% | Unchanged |
| Themes Management Co LLC | 20,311 | $940.6K | 0.75% | +20,311 | New |
| TD Waterhouse Canada Inc. | 20,123 | $931.7K | 0.01% | +650+3.3% | Added |
| Centennial Bank | 19,927 | $931.3K | 0.37% | −7,005−26.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,905 | $921.8K | 0.02% | +260+1.3% | Added |
| British Columbia Investment Management Corp | 19,595 | $912.6K | 0.00% | −44−0.2% | Reduced |
| Rehmann Capital Advisory Group | 19,659 | $910.4K | 0.05% | +4,089+26.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 19,656 | $910.3K | 0.13% | +19,656 | New |
| Fred Alger Management, LLC | 19,535 | $904.7K | 0.00% | +19,535 | New |
| Intesa Sanpaolo Wealth Management | 19,384 | $903.8K | 0.19% | +19,384 | New |
| Gryphon Financial Partners LLC | 19,505 | $903.3K | 0.10% | +2,850+17.1% | Added |
| SkyView Investment Advisors, LLC | 19,332 | $895.0K | 0.11% | −285−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 19,048 | $882.1K | 0.14% | −305−1.6% | Reduced |
| Citizens Financial Group Inc | 18,875 | $874.1K | 0.01% | +29+0.2% | Added |
| New Vernon Capital Holdings II LLC | 18,627 | $862.6K | 0.41% | 00.0% | Unchanged |
| PDS Planning, Inc | 18,522 | $857.8K | 0.06% | −783−4.1% | Reduced |
| Prospera Financial Services Inc | 18,246 | $845.0K | 0.01% | −116−0.6% | Reduced |
| Versant Capital Management, Inc | 18,208 | $843.2K | 0.11% | +1,649+10.0% | Added |
| AlphaCore Capital LLC | 17,958 | $831.6K | 0.02% | −3,092−14.7% | Reduced |
| Net Worth Advisory Group | 17,895 | $828.7K | 0.17% | −6,831−27.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,551 | $812.8K | 0.00% | +1,535+9.6% | Added |
| Resources Investment Advisors, LLC. | 17,144 | $793.9K | 0.01% | −431−2.5% | Reduced |
| Valeo Financial Advisors, LLC | 16,786 | $777.4K | 0.02% | +1,061+6.7% | Added |
| Impact Capital Partners LLC | 16,753 | $775.8K | 0.23% | +6,571+64.5% | Added |
| Brown Brothers Harriman & Co | 16,711 | $773.9K | 0.00% | +1,282+8.3% | Added |
| Harbour Capital Advisors, LLC | 16,140 | $760.2K | 0.15% | −65−0.4% | Reduced |
| Ascent Group, LLC | 16,368 | $758.0K | 0.03% | +1,068+7.0% | Added |
| Basecamp Wealth Advisors LLC | 16,353 | $757.3K | 0.16% | +16,353 | New |
| Warren Averett Asset Management, LLC | 16,348 | $757.1K | 0.01% | +671+4.3% | Added |
| Root Financial Partners, LLC | 16,187 | $749.6K | 0.04% | +803+5.2% | Added |
| Credit Industriel Et Commercial | 15,928 | $742.7K | 0.11% | −37,950−70.4% | Reduced |
| Sagespring Wealth Partners, LLC | 15,893 | $736.0K | 0.01% | +3,188+25.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,884 | $735.6K | 0.01% | +3,177+25.0% | Added |
| Global Retirement Partners, LLC | 15,814 | $732.3K | 0.01% | +10,227+183.0% | Added |
| Parallel Advisors, LLC | 15,646 | $724.6K | 0.01% | +741+5.0% | Added |
| Clearstead Advisors, LLC | 15,571 | $721.1K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 15,531 | $719.2K | 0.04% | +2,590+20.0% | Added |
| Wealthspire Advisors, LLC | 15,481 | $716.9K | 0.01% | +9,834+174.1% | Added |
| Beverly Hills Private Wealth, LLC | 15,478 | $716.8K | 0.12% | −17,314−52.8% | Reduced |
| Clarius Group, LLC | 15,199 | $703.9K | 0.04% | +303+2.0% | Added |
| Concurrent Investment Advisors, LLC | 15,083 | $698.4K | 0.01% | +3,919+35.1% | Added |
| Oppenheimer Asset Management Inc. | 15,051 | $697.0K | 0.01% | +104+0.7% | Added |
| Winning Points Advisors, LLC | 39,780 | $695.0K | 0.79% | +39,780 | New |
| Credit Capital Investments LLC | 15,000 | $694.6K | 0.65% | −15,000−50.0% | Reduced |
| Gallacher Capital Management LLC | 14,950 | $692.3K | 0.27% | −2,326−13.5% | Reduced |
| Klingenstein Fields & Co LP | 14,930 | $691.4K | 0.03% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 14,790 | $684.9K | 0.40% | −12−0.1% | Reduced |
| HB Wealth Management, LLC | 14,677 | $679.7K | 0.00% | +1,957+15.4% | Added |
| Bridgewater Advisors Inc. | 14,205 | $674.0K | 0.04% | +385+2.8% | Added |
| Liberty One Investment Management, LLC | 14,500 | $671.5K | 0.09% | −8,131−35.9% | Reduced |
| Keybank National Association | 14,463 | $669.8K | 0.00% | +5,121+54.8% | Added |
| NewEdge Wealth, LLC | 14,355 | $664.8K | 0.01% | +7,504+109.5% | Added |
| Sage Rhino Capital LLC | 14,214 | $658.3K | 0.12% | −901−6.0% | Reduced |
| Cresset Asset Management, LLC | 14,089 | $652.7K | 0.00% | +1,234+9.6% | Added |
| swisspartners Advisors Ltd | 14,000 | $652.0K | 0.47% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 13,990 | $647.9K | 0.03% | +186+1.3% | Added |
| National Asset Management, Inc. | 13,664 | $632.8K | 0.03% | −1,060−7.2% | Reduced |
| Savant Capital, LLC | 13,586 | $629.2K | 0.00% | +2,429+21.8% | Added |
| Legacy Financial Advisors, Inc. | 13,584 | $629.1K | 0.09% | +153+1.1% | Added |
| HRT Financial LP | 13,568 | $628.0K | 0.00% | +3,573+35.7% | Added |
| Merit Financial Group, LLC | 13,558 | $627.9K | 0.01% | −787−5.5% | Reduced |
| EverSource Wealth Advisors, LLC | 13,500 | $625.2K | 0.02% | +1,516+12.7% | Added |
| Davenport & Co LLC | 13,429 | $621.9K | 0.00% | +2,566+23.6% | Added |
| NBC Securities, Inc. | 13,210 | $611.8K | 0.05% | −419−3.1% | Reduced |
| Cordatus Wealth Management LLC | 12,737 | $589.8K | 0.14% | −401−3.1% | Reduced |
| Quinn Opportunity Partners LLC | 12,617 | $584.3K | 0.03% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 12,516 | $583.9K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 12,600 | $583.5K | 0.11% | +1,500+13.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,510 | $579.3K | 0.06% | +189+1.5% | Added |
| EP Wealth Advisors, LLC | 12,494 | $578.6K | 0.00% | +12,494 | New |
| Leuthold Group, LLC | 12,341 | $571.5K | 0.06% | +18+0.1% | Added |
| Spire Wealth Management | 12,277 | $568.5K | 0.02% | −62−0.5% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 12,109 | $564.6K | 0.07% | +4,009+49.5% | Added |
| Stephens Inc | 12,139 | $562.2K | 0.01% | +1,274+11.7% | Added |
| Venturi Wealth Management, LLC | 12,075 | $559.2K | 0.02% | +1,091+9.9% | Added |
| Corient IA LLC | 11,890 | $550.6K | 0.52% | −8,110−40.6% | Reduced |
| Kestra Advisory Services, LLC | 11,756 | $544.4K | 0.00% | −116,042−90.8% | Reduced |
| Custom Index Systems, LLC | 11,718 | $542.7K | 0.24% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 11,654 | $542.2K | 0.02% | +1,529+15.1% | Added |
| Seed Wealth Management, Inc. | 11,695 | $541.6K | 0.37% | −250−2.1% | Reduced |
| Studio Investment Management LLC | 11,512 | $533.1K | 0.10% | −863−7.0% | Reduced |
| Trust Point Inc. | 11,420 | $528.9K | 0.04% | +2,888+33.8% | Added |
| Mission Wealth Management, LP | 11,419 | $528.8K | 0.01% | −435−3.7% | Reduced |
| EJMK Ventures LLC | 11,398 | $527.8K | 0.32% | +11,398 | New |
| Aprio Wealth Management, LLC | 11,365 | $526.3K | 0.03% | −16−0.1% | Reduced |
| American Trust Investment Advisors, LLC | 11,295 | $523.1K | 0.28% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 11,269 | $521.9K | 0.02% | +2,561+29.4% | Added |
| New Republic Capital, LLC | 11,216 | $519.4K | 0.14% | +11,216 | New |
| Knights of Columbus Asset Advisors LLC | 11,116 | $514.8K | 0.03% | 00.0% | Unchanged |
| Roundview Capital LLC | 11,062 | $512.3K | 0.03% | +11,062 | New |
| Steward Partners Investment Advisory, LLC | 10,834 | $501.7K | 0.00% | −302−2.7% | Reduced |
| D'Orazio & Associates, Inc. | 10,784 | $499.4K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,719 | $496.4K | 0.00% | +793+8.0% | Added |