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 |
|---|---|---|---|---|---|
| Riversedge Advisors, LLC | 4,955 | $229.5K | 0.04% | −297−5.7% | Reduced |
| Rothschild Investment LLC | 4,946 | $229.1K | 0.01% | −6−0.1% | Reduced |
| Foster Group, Inc. | 4,924 | $228.0K | 0.01% | +4,924 | New |
| Sapient Capital LLC | 4,903 | $227.7K | 0.00% | +4,903 | New |
| Stronghold Wealth Management L.L.C. | 4,901 | $227.0K | 0.34% | +4,901 | New |
| Financial Perspectives, Inc | 4,894 | $226.6K | 0.06% | 00.0% | Unchanged |
| Banque Transatlantique SA | 4,847 | $226.0K | 0.01% | 00.0% | Unchanged |
| American Trust | 4,879 | $225.9K | 0.02% | +4,879 | New |
| Sowell Financial Services LLC | 4,868 | $225.5K | 0.01% | +4,868 | New |
| Advisory Services Network, LLC | 4,836 | $224.0K | 0.00% | +570+13.4% | Added |
| Capital Investment Advisors, LLC | 4,834 | $223.9K | 0.00% | +4,834 | New |
| Aspen Grove Capital, LLC | 4,828 | $223.6K | 0.04% | −435−8.3% | Reduced |
| Integrated Wealth Concepts LLC | 4,817 | $223.1K | 0.00% | −64,527−93.1% | Reduced |
| Granville Capital, Inc. | 4,803 | $222.4K | 0.12% | +4,803 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,750 | $221.3K | 0.06% | +500+11.8% | Added |
| Independence Bank of Kentucky | 4,766 | $220.7K | 0.03% | +166+3.6% | Added |
| Summit Financial, LLC | 4,729 | $219.0K | 0.00% | −1,667−26.1% | Reduced |
| 55 North Private Wealth, LLC | 4,659 | $215.8K | 0.06% | +4,659 | New |
| Tranquilli Financial Advisor LLC | 4,621 | $214.0K | 0.12% | +4,621 | New |
| Sym Financial Corp | 4,597 | $212.9K | 0.02% | +4,597 | New |
| Boston Private Wealth LLC | 4,595 | $212.8K | 0.01% | +4,595 | New |
| Choate Investment Advisors | 4,546 | $210.5K | 0.00% | +4,546 | New |
| Titleist Asset Management, LLC | 4,541 | $210.3K | 0.02% | +4,541 | New |
| Fortress Financial Solutions, LLC | 4,492 | $208.0K | 0.21% | +4,492 | New |
| Summit Trail Advisors, LLC | 4,489 | $207.9K | 0.00% | −4,413−49.6% | Reduced |
| Financial Engines Advisors L.L.C. | 4,486 | $207.7K | 0.00% | +4,486 | New |
| Tiaa Trust, National Association | 4,480 | $207.5K | 0.00% | +4,480 | New |
| Hilltop National Bank | 4,470 | $207.0K | 0.05% | +195+4.6% | Added |
| Exencial Wealth Advisors, LLC | 4,464 | $206.7K | 0.01% | +4,464 | New |
| AlTi Global, Inc. | 4,437 | $205.5K | 0.00% | +4,437 | New |
| Shelton Capital Management | 4,435 | $205.4K | 0.00% | +4,435 | New |
| Capital Performance Advisors LLP | 4,409 | $204.2K | 0.01% | +4,409 | New |
| IFP Advisors, Inc | 4,154 | $192.4K | 0.00% | +918+28.4% | Added |
| Itau Unibanco Holding S.A. | 3,916 | $181.3K | 0.00% | +3,916 | New |
| Umb Bank N A | 3,828 | $177.3K | 0.00% | −77−2.0% | Reduced |
| Bayforest Capital Ltd | 3,508 | $162.5K | 0.12% | +3,508 | New |
| Allianz SE | 3,390 | $158.1K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,144 | $145.6K | 0.02% | −55−1.7% | Reduced |
| Creative Financial Designs Inc | 2,869 | $132.9K | 0.01% | +10.0% | Added |
| Rosenberg Matthew Hamilton | 2,667 | $123.5K | 0.03% | −81−2.9% | Reduced |
| Bruce G. Allen Investments, LLC | 2,641 | $122.3K | 0.08% | −10−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 2,564 | $118.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,403 | $111.3K | 0.00% | +2,403 | New |
| Fifth Third Bancorp | 2,293 | $106.2K | 0.00% | −110−4.6% | Reduced |
| Westside Investment Management, Inc. | 2,095 | $98.7K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,109 | $97.7K | 0.03% | +2,109 | New |
| Activest Wealth Management | 2,000 | $93.3K | 0.02% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,600 | $74.1K | 0.04% | +100+6.7% | Added |
| Bryn Mawr Trust Co | 1,590 | $73.6K | 0.00% | +325+25.7% | Added |
| Newbridge Financial Services Group, Inc. | 1,575 | $72.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,463 | $67.8K | 0.01% | +60+4.3% | Added |
| Sound Income Strategies, LLC | 1,367 | $64.8K | 0.00% | +829+154.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,350 | $62.5K | 0.01% | +1,350 | New |
| Salomon & Ludwin, LLC | 1,297 | $62.4K | 0.01% | +177+15.8% | Added |
| GAMMA Investing LLC | 1,300 | $60.2K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,608 | $59.4K | 0.03% | −912−36.2% | Reduced |
| TD Private Client Wealth LLC | 1,244 | $57.6K | 0.00% | +295+31.1% | Added |
| YANKCOM Partnership | 1,008 | $46.7K | 0.02% | +1,008 | New |
| Cornerstone Planning Group LLC | 969 | $46.5K | 0.01% | +882+1,013.8% | Added |
| Nisa Investment Advisors, LLC | 1,000 | $46.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $46.3K | 0.01% | 00.0% | Unchanged |
| Bayban | 1,000 | $46.3K | 0.04% | +1,000 | New |
| McIlrath & Eck, LLC | 991 | $45.9K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 971 | $45.0K | 0.01% | +247+34.1% | Added |
| Fairscale Capital, LLC | 969 | $44.9K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 900 | $44.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 903 | $41.8K | 0.00% | +903 | New |
| Larson Financial Group LLC | 876 | $40.6K | 0.00% | +55+6.7% | Added |
| Prosperity Bancshares Inc | 870 | $40.3K | 0.04% | +870 | New |
| MAI Capital Management | 799 | $37.0K | 0.00% | +179+28.9% | Added |
| Robinswood Financial LLC | 798 | $37.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 773 | $35.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 711 | $32.9K | 0.01% | −167−19.0% | Reduced |
| Flagship Wealth Advisors, LLC | 700 | $32.4K | 0.01% | 00.0% | Unchanged |
| Navalign, LLC | 688 | $31.9K | 0.01% | +688 | New |
| MidFirst Bank | 658 | $30.5K | 0.00% | +658 | New |
| Private Trust Co NA | 635 | $29.6K | 0.00% | −218−25.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 630 | $29.2K | 0.00% | −446−41.4% | Reduced |
| Huntington National Bank | 595 | $27.6K | 0.00% | +28+4.9% | Added |
| Clean Yield Group | 591 | $27.4K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 579 | $26.8K | 0.01% | +54+10.3% | Added |
| SageView Advisory Group, LLC | 522 | $24.2K | 0.00% | +522 | New |
| WealthCollab, LLC | 509 | $23.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 501 | $23.2K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 500 | $23.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 497 | $23.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 475 | $22.0K | 0.03% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 472 | $21.9K | 0.01% | +472 | New |
| Lavaca Capital LLC | 460 | $21.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 464 | $21.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 447 | $20.7K | 0.00% | +447 | New |
| SJS Investment Consulting Inc. | 441 | $20.4K | 0.00% | +441 | New |
| Triumph Capital Management | 439 | $20.3K | 0.00% | +439 | New |
| True Wealth Design, LLC | 429 | $19.9K | 0.01% | −155−26.5% | Reduced |
| Union Savings Bank | 410 | $19.0K | 0.01% | +410 | New |
| Nalls Sherbakoff Group, LLC | 400 | $18.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 391 | $18.1K | 0.00% | +237+153.9% | Added |
| Bullock Wealth Management Group | 383 | $17.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 376 | $17.4K | 0.00% | +62+19.7% | Added |
| Financial Management Professionals, Inc. | 374 | $17.3K | 0.00% | 00.0% | Unchanged |