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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 10,686 | $494.9K | 0.03% | +48+0.5% | Added |
| Indivisible Partners | 10,639 | $492.7K | 0.05% | +10,639 | New |
| M.E. Allison & Co., Inc. | 10,560 | $489.0K | 0.33% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 10,472 | $485.0K | 0.27% | −1,405−11.8% | Reduced |
| Blair William & Co | 10,264 | $475.3K | 0.00% | +1,198+13.2% | Added |
| Optas, LLC | 10,203 | $472.5K | 0.07% | +95+0.9% | Added |
| Wedmont Private Capital | 9,920 | $469.2K | 0.02% | +609+6.5% | Added |
| Pinnacle Financial Partners, Inc. | 10,099 | $467.7K | 0.00% | +10,099 | New |
| Covenant Partners, LLC | 9,908 | $458.8K | 0.13% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9,866 | $456.9K | 0.01% | −11−0.1% | Reduced |
| Janney Montgomery Scott LLC | 9,799 | $454.0K | 0.00% | +3,353+52.0% | Added |
| West Family Investments, Inc. | 9,695 | $449.0K | 0.11% | +908+10.3% | Added |
| CWM, LLC | 9,581 | $444.0K | 0.00% | +822+9.4% | Added |
| Hilltop Holdings Inc. | 9,490 | $441.1K | 0.03% | −103−1.1% | Reduced |
| Diversify Advisory Services, LLC | 9,157 | $433.9K | 0.01% | +1,457+18.9% | Added |
| Winton Group Ltd | 9,300 | $430.7K | 0.01% | +9,300 | New |
| Mather Group, LLC. | 9,175 | $424.9K | 0.00% | +8,052+717.0% | Added |
| Catalytic Wealth RIA, LLC | 9,117 | $422.2K | 0.02% | +1,511+19.9% | Added |
| Fiduciary Trust Co | 9,114 | $422.1K | 0.00% | +356+4.1% | Added |
| Park National Corp | 9,083 | $420.6K | 0.01% | −95−1.0% | Reduced |
| Commerce Bank | 8,943 | $414.1K | 0.00% | +2,028+29.3% | Added |
| HighPoint Advisor Group LLC | 8,931 | $413.6K | 0.01% | +362+4.2% | Added |
| CIBC Private Wealth Group, LLC | 8,901 | $413.3K | 0.00% | −3,232−26.6% | Reduced |
| Journey Strategic Wealth LLC | 8,911 | $412.7K | 0.01% | −314−3.4% | Reduced |
| Anchyra Partners LLC | 8,796 | $407.3K | 0.12% | +8,796 | New |
| Keel Point, LLC | 8,783 | $406.8K | 0.02% | −533−5.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,780 | $406.6K | 0.09% | 00.0% | Unchanged |
| Focused Alpha, LLC | 8,773 | $406.3K | 0.12% | +8,773 | New |
| Five Oceans Advisors | 8,767 | $406.0K | 0.14% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 4,366 | $404.3K | 0.17% | +4,366 | New |
| Simmons Bank | 8,567 | $396.8K | 0.03% | −52−0.6% | Reduced |
| Empower Advisory Group, LLC | 8,504 | $393.8K | 0.00% | −117−1.4% | Reduced |
| Kingsview Wealth Management, LLC | 8,446 | $391.1K | 0.01% | −107−1.3% | Reduced |
| Pensionmark Financial Group, LLC | 8,368 | $387.5K | 0.01% | +2,428+40.9% | Added |
| Magnetar Financial LLC | 8,330 | $385.8K | 0.00% | +8,330 | New |
| Werba Rubin Papier Wealth Management | 8,283 | $383.6K | 0.10% | −77−0.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 8,166 | $378.2K | 0.01% | +8,166 | New |
| Evolve Private Wealth, LLC | 8,146 | $377.2K | 0.02% | +8,146 | New |
| Allworth Financial LP | 8,132 | $376.6K | 0.00% | +1,017+14.3% | Added |
| Investors Research Corp | 8,036 | $372.1K | 0.07% | −2,275−22.1% | Reduced |
| Mountain Hill Investment Partners Corp. | 8,000 | $370.5K | 0.27% | −3,000−27.3% | Reduced |
| SRS Capital Advisors, Inc. | 7,737 | $358.3K | 0.01% | −962−11.1% | Reduced |
| Lido Advisors, LLC | 8,585 | $357.1K | 0.00% | +84+1.0% | Added |
| Principal Street Partners, LLC | 7,694 | $356.3K | 0.06% | −213−2.7% | Reduced |
| Traveka Wealth, LLC | 7,578 | $350.9K | 0.14% | +777+11.4% | Added |
| Perigon Wealth Management, LLC | 7,551 | $349.7K | 0.01% | +284+3.9% | Added |
| Frec Markets, Inc. | 7,509 | $347.8K | 0.10% | +7,509 | New |
| Principal Securities, Inc. | 7,377 | $341.6K | 0.01% | +915+14.2% | Added |
| Westover Capital Advisors, LLC | 7,300 | $338.1K | 0.06% | 00.0% | Unchanged |
| Zhang Financial LLC | 7,273 | $336.8K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7,242 | $335.4K | 0.18% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 6,940 | $321.4K | 0.25% | +6,940 | New |
| Columbia Asset Management | 6,936 | $321.2K | 0.06% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,863 | $317.8K | 0.01% | +1,968+40.2% | Added |
| Flputnam Investment Management Co | 6,837 | $316.6K | 0.00% | −406−5.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,618 | $306.5K | 0.01% | −70−1.0% | Reduced |
| Centurion Wealth Management LLC | 6,500 | $301.0K | 0.07% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 6,496 | $300.8K | 0.02% | +6,496 | New |
| First City Capital Management, Inc. | 6,469 | $299.6K | 0.16% | 00.0% | Unchanged |
| Seven Mile Advisory | 6,434 | $298.0K | 0.05% | −500−7.2% | Reduced |
| SBI Securities Co., Ltd. | 6,280 | $290.8K | 0.01% | −653−9.4% | Reduced |
| Summit Global Investments | 6,265 | $290.0K | 0.02% | −1,775−22.1% | Reduced |
| Keebeck Wealth Management, LLC | 6,232 | $288.6K | 0.03% | +456+7.9% | Added |
| Oakmont Investment Advisors, Inc. | 6,190 | $286.7K | 0.21% | +6,190 | New |
| Sunpointe, LLC | 6,164 | $285.5K | 0.09% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,161 | $285.3K | 0.00% | +6,161 | New |
| a16z Perennial Management, L.P. | 6,159 | $285.2K | 0.02% | +511+9.0% | Added |
| Cozad Asset Management Inc | 6,130 | $283.9K | 0.02% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 6,104 | $282.7K | 0.16% | −333−5.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 6,044 | $279.9K | 0.11% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,988 | $277.3K | 0.02% | +784+15.1% | Added |
| Janney Capital Management LLC | 5,987 | $277.0K | 0.02% | +397+7.1% | Added |
| Integrated Investment Consultants, LLC | 5,981 | $277.0K | 0.05% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,876 | $272.1K | 0.00% | −79−1.3% | Reduced |
| SCS Capital Management LLC | 5,831 | $270.0K | 0.00% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 5,758 | $268.6K | 0.32% | 00.0% | Unchanged |
| Syverson Strege & Co | 5,741 | $265.9K | 0.06% | −137−2.3% | Reduced |
| FourThought Financial Partners, LLC | 5,680 | $263.1K | 0.02% | +5,680 | New |
| Ashton Thomas Private Wealth, LLC | 5,668 | $262.5K | 0.01% | +5,668 | New |
| Aire Advisors, LLC | 5,618 | $260.2K | 0.05% | +10.0% | Added |
| Massmutual Trust Co FSB | 5,560 | $257.5K | 0.01% | −94−1.7% | Reduced |
| National Philanthropic Trust | 5,499 | $254.7K | 0.00% | +285+5.5% | Added |
| FLC Capital Advisors | 5,468 | $253.2K | 0.05% | −225−4.0% | Reduced |
| Cheviot Value Management, LLC | 5,119 | $245.5K | 0.02% | −459−8.2% | Reduced |
| MONECO Advisors, LLC | 5,283 | $244.6K | 0.02% | +5,283 | New |
| Glen Eagle Advisors, LLC | 5,282 | $244.6K | 0.03% | −60−1.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,281 | $244.6K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,260 | $243.6K | 0.00% | +35+0.7% | Added |
| Genus Capital Management Inc. | 5,250 | $243.1K | 0.03% | −1,370−20.7% | Reduced |
| SG Trading Solutions, LLC | 5,218 | $242.0K | 0.06% | +5,218 | New |
| HSBC Holdings PLC | 5,204 | $241.8K | 0.00% | −1,729,069−99.7% | Reduced |
| Harbour Investments, Inc. | 5,217 | $241.6K | 0.00% | +2,699+107.2% | Added |
| Brown Miller Wealth Management, LLC | 5,176 | $239.7K | 0.07% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,138 | $239.7K | 0.00% | +1,099+27.2% | Added |
| Interchange Capital Partners, LLC | 5,104 | $236.4K | 0.04% | +5,104 | New |
| Pure Financial Advisors, Inc. | 5,103 | $236.3K | 0.00% | −2,287−30.9% | Reduced |
| BNP Paribas Arbitrage, SA | 5,068 | $234.7K | 0.00% | −4,033−44.3% | Reduced |
| Banco Santander, S.A. | 5,049 | $233.8K | 0.00% | −23,855−82.5% | Reduced |
| Welch & Forbes LLC | 5,008 | $231.9K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,981 | $230.7K | 0.00% | −7,042−58.6% | Reduced |