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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

750 managers (767 13F filers) reported a position in UBS shares at 2026-06-30, 1,272,912,036 shares in all. 137 filers opened a position and 57 filers sold out during the quarter.

Managers
750
13F filers
767
New
137
Added
278
Reduced
225
Sold out
57
Shares held by filers
1,272,912,036

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Vestmark Advisory Solutions, Inc.85,946$4.26M0.04%-48,35913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC83,806$4.15M0.19%-15513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC80,944$4.01M0.01%-113,31613F-HRTimelineGroup
Polymer Capital Management (HK) LTD78,801$3.91M0.4%new13F-HRTimeline
CenterBook Partners LP77,849$3.86M0.19%-8,66613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/77,560$3.84M<0.01%-2,69513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…76,900$3.81M<0.01%-3,30713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP75,663$3.75M<0.01%+26,64513F-HRTimelineGroup
ARGA Investment Management, LP75,301$3.73M0.1%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC75,159$3.72M0.03%+2,37713F-HRTimelineGroup
Independent Advisor Alliance75,104$3.72M0.09%-9,57213F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.74,765$3.71M0.22%+2,14413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA74,740$3.7M0.02%-91113F-HRTimelineGroup
EQUITABLE TRUST CO74,386$3.69M0.15%-62313F-HRTimeline
IEQ CAPITAL, LLC73,940$3.66M0.02%+4,26813F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA72,543$3.59M0.08%+2,30813F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO69,781$3.46M0.53%+2,40413F-HRTimeline
Alaethes Wealth, LLC69,731$3.46M1.01%-11213F-HRTimeline
CHOREO, LLC69,570$3.45M0.04%+50513F-HRTimeline
PDT Partners, LLC67,648$3.35M0.18%-237,64013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC67,374$3.34M0.42%+8,58013F-HRTimelineGroup
OPAL CAPITAL LLC67,374$3.34M0.6%+8,58013F-HRTimeline
GROUP ONE TRADING LLC67,158$3.33M0.1%-7,93413F-HRTimeline
SBI Securities Co., Ltd.66,955$3.32M0.08%+60,55613F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP65,735$3.26M0.99%-6,39213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding64,514$3.2M+9,465Timeline
Permanent Capital Management, LP64,477$3.2M0.43%013F-HRTimeline
Altman Advisors, Inc.62,585$3.1M1.11%-60913F-HRTimeline
Stamos Capital Partners, L.P.62,364$3.09M0.47%-8,01213F-HRTimeline
Integrated Wealth Concepts LLC62,012$3.07M0.02%-7,27013F-HR/ATimeline
Bank Pictet & Cie (Europe) AG61,209$3.04M0.06%-37,52513F-HRTimeline
LANDESBANK BADEN-WUERTTEMBERG61,435$3.04M1.13%-18,46513F-HRTimeline
Wealth Alliance Advisory Group, LLC60,959$3.02M0.44%-113F-HRTimeline
IMC-Chicago, LLC60,720$3.01M0.03%-6,88913F-HRTimeline
Orca Wealth Management, LLC59,821$2.96M1.78%+2113F-HRTimeline
FACTORY MUTUAL INSURANCE CO57,893$2.87M0.03%+21,34813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW57,440$2.85M0.37%+1,15313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…54,506$2.84M<0.01%+7,41913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC54,346$2.69M0.02%+7,64813F-HRTimelineGroup
CIM, LLC52,031$2.58M0.33%+1,93613F-HRTimeline
Legacy Wealth Asset Management, LLC51,940$2.57M0.56%-62813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd51,382$2.55M0.02%-1,70313F-HRTimelineGroup
Bellecapital International Ltd.51,154$2.53M0.41%-4,99613F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC51,081$2.53M0.93%-11913F-HRTimeline
Sequoia Financial Advisors, LLC50,412$2.5M0.01%-6,41913F-HRTimeline
NewEdge Advisors, LLC50,288$2.49M0.01%+2,61113F-HRTimeline
Compound Planning, Inc.50,020$2.48M0.06%+8,92513F-HRTimeline
Sanctuary Advisors, LLC49,691$2.46M0.01%+7,42013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.48,575$2.41M0.03%-2,43313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atria Investments, Inc47,613$2.36M0.02%+12,93013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…46,204$2.29M0.01%+19,08613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …45,243$2.24M<0.01%+513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC47,292$2.24M0.01%+30,69513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC42,347$2.1M<0.01%-18713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,046$2.08M<0.01%+6,34813F-HRTimelineGroup
Arax Advisory Partners41,789$2.07M0.01%+36,57913F-HRTimeline
Caprock Group, LLC41,370$2.05M0.04%+7,06213F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd40,992$2.03M<0.01%13F-HRTimelineGroup
CULLINAN ASSOCIATES INC40,407$2M0.15%013F-HRTimeline
Ballentine Partners, LLC40,224$1.99M0.02%+92813F-HRTimeline
RHUMBLINE ADVISERS39,664$1.97M<0.01%+6713F-HRTimeline
Kathmere Capital Management, LLC39,599$1.96M0.1%+2,79413F-HRTimeline
Parallax Volatility Advisers, L.P.38,767$1.92M0.07%+16,66013F-HRTimeline
Vise Technologies, Inc.37,564$1.86M0.02%-11,34713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding37,405$1.85M+24,112Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35,334$1.82M<0.01%+1,58313F-HRTimelineGroup
Baker Ellis Asset Management LLC36,350$1.8M0.19%-90013F-HRTimeline
Advisors Asset Management, Inc.35,985$1.78M0.03%-9,33313F-HRTimeline
Summit Trail Advisors, LLC35,720$1.77M0.02%+2,69513F-HRTimeline
NorthCoast Asset Management LLC35,588$1.76M0.04%-1,22613F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.35,100$1.74M0.48%+2,30013F-HRTimeline
Snowden Capital Advisors LLC34,627$1.72M0.04%+62813F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)34,200$1.69M0.01%+45013F-HRTimelineGroup
Advisors Capital Management, LLC34,052$1.69M0.02%-35,90413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC33,990$1.68M0.02%-1,24013F-HRTimeline
Legacy Capital Group California, Inc.31,602$1.57M0.47%-20013F-HRTimeline
BAILARD, INC.31,504$1.56M0.03%+1,22313F-HRTimeline
GREENLEAF TRUST31,467$1.56M0.02%+42113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.30,990$1.54M0.02%-47913F-HRTimelineGroup
&PARTNERS30,898$1.53M0.01%+5,30613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC30,650$1.52M0.02%+2,15813F-HRTimeline
CHICAGO TRUST Co NA30,541$1.51M0.22%+8,20413F-HRTimeline
Clearstead Advisors, LLC30,424$1.51M0.01%-14,82513F-HRTimeline
FCG Investment Co29,563$1.47M0.51%new13F-HRTimeline
Steward Partners Investment Advisory, L…28,825$1.43M0.01%+17,91313F-HRTimeline
Future Fund LLC27,784$1.38M0.39%+35413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,601$1.37M-1,233Timeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.27,095$1.34M0.27%+4,55913F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…34,188$1.33M0.08%013F-HRTimelineGroup
J.Safra Asset Management Corp26,778$1.33M0.06%+17,43813F-HRTimeline
Generali Investments CEE, investicni sp…26,684$1.32M0.06%-2,18213F-HRTimeline
Global Retirement Partners, LLC26,424$1.31M0.02%13F-HRTimeline
Indivisible Partners25,999$1.29M0.07%+15,59113F-HRTimeline
Henshaw Capital LLC25,815$1.28M0.04%013F-HRTimeline
Schonfeld Strategic Advisors LLC25,496$1.26M0.01%-43,87413F-HRTimeline
SIMPLEX TRADING, LLC25,447$1.26M0.03%-96,87113F-HRTimeline
GeoWealth Management, LLC25,132$1.25M0.04%-74213F-HRTimeline
Farther Finance Advisors, LLC24,910$1.23M0.01%-2,57413F-HRTimeline
CONNABLE OFFICE INC24,733$1.23M0.11%-41013F-HRTimeline
ANTIPODES PARTNERS Ltd24,604$1.22M0.02%-562,45013F-HRTimeline
Jain Global LLC24,585$1.22M0.01%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding23,118$1.21M+14,041Timeline
Gryphon Financial Partners LLC24,481$1.21M0.11%+3,03513F-HRTimeline
Checchi Capital Advisers, LLC23,905$1.18M0.08%-66613F-HRTimeline
GC Wealth Management RIA, LLC23,818$1.18M0.07%-12813F-HRTimeline
JFS WEALTH ADVISORS, LLC23,592$1.17M0.06%013F-HRTimeline
Qtron Investments LLC23,519$1.17M0.16%+43113F-HRTimeline
Versant Capital Management, Inc23,532$1.17M0.1%+1,40013F-HRTimeline
PINNACLE ASSOCIATES LTD23,342$1.16M0.01%-1,13613F-HRTimeline
Storgate, LLC23,334$1.16M0.24%+15,08013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO22,842$1.13M<0.01%-17,26213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,806$1.13M0.01%+5,81913F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.22,796$1.13M0.12%+2,09413F-HR/ATimeline
Solstein Capital, LLC22,647$1.12M0.38%013F-HRTimeline
Main Street Financial Solutions, LLC22,669$1.12M0.07%-12613F-HRTimeline
Blue Trust, Inc.22,424$1.11M0.01%-1,43413F-HRTimeline
U S GLOBAL INVESTORS INC22,300$1.11M0.11%-5,50013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,252$1.1M0.01%+27613F-HRTimelineGroup
Parallel Advisors, LLC22,046$1.09M0.02%+5,76813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC22,025$1.09M<0.01%-40,86413F-HRTimelineGroup
Cambridge Investment Research Advisors,…21,721$1.08M<0.01%-27913F-HR/ATimeline
SYON CAPITAL LLC21,313$1.06M0.05%+6613F-HRTimeline
Rehmann Capital Advisory Group21,270$1.05M0.05%+1,36813F-HRTimeline
Massachusetts Wealth Management21,080$1.04M0.4%013F-HRTimeline
OneDigital Investment Advisors LLC21,071$1.04M0.01%+4,21013F-HRTimeline
Venturi Wealth Management, LLC20,559$1.02M0.04%+1,05713F-HRTimeline
PDS Planning, Inc20,470$1.01M0.06%+1,52613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/19,871$985K0.32%-5613F-HRTimelineGroup
Themes Management Co LLC19,708$977K0.65%-5,95213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC19,488$966K0.14%+26613F-HRTimeline
HB Wealth Management, LLC19,096$946K0.01%+2,46613F-HRTimeline
Pavaki Capital Management LLC19,000$942K0.54%013F-HRTimeline
Dorsey & Whitney Trust CO LLC18,787$931K0.05%+1,57213F-HRTimeline
Abacus Wealth Partners, LLC18,122$898K0.09%-19,24713F-HRTimeline
Net Worth Advisory Group17,947$889K0.22%+48313F-HRTimeline
Waverly Advisors, LLC17,093$847K<0.01%+80313F-HRTimeline
Impact Capital Partners LLC17,006$843K0.23%+2313F-HRTimeline
NFJ INVESTMENT GROUP, LLC20,596$827K0.03%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,580$822K0.02%-65713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…16,524$819K0.01%+29413F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO16,362$811K0.01%-3,10013F-HRTimeline
Basecamp Wealth Advisors LLC16,333$809K0.15%-1913F-HRTimeline
American Trust Investment Advisors, LLC16,260$806K0.4%013F-HRTimeline
Merit Financial Group, LLC16,166$801K<0.01%+2,24213F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC16,144$800K0.01%+1,10413F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…16,086$797K0.44%013F-HRTimelineGroup
REYL & Cie S.A.20,465$786K0.91%13F-HRTimeline
Winning Points Advisors, LLC30,688$777K1.02%-9,03713F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC14,981$742K0.07%-89113F-HRTimeline
Empirical Financial Services, LLC d.b.a…14,975$742K0.01%-1813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,930$740K0.03%013F-HRTimeline
Oslo Pensjonsforsikring AS14,896$740K0.09%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC14,763$732K0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…14,756$730K0.01%+14,56713F-HRTimelineGroup
Legacy Financial Advisors, Inc.14,196$704K0.09%-2613F-HRTimeline
Cresset Asset Management, LLC14,098$699K<0.01%-5,19213F-HRTimeline
SAGE RHINO CAPITAL LLC14,030$695K0.11%-21413F-HRTimeline
swisspartners Advisors Ltd14,000$694K0.47%013F-HRTimeline
TRUST POINT INC.13,926$690K0.06%+28813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP13,650$677K0.01%+2,50713F-HRTimeline
Aprio Wealth Management, LLC13,487$668K0.03%+1,34113F-HRTimeline
DAVENPORT & Co LLC13,334$661K<0.01%-90913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.13,306$659K0.06%+27513F-HRTimeline
Smartleaf Asset Management LLC13,286$658K0.02%013F-HRTimeline
Bridgewater Advisors Inc.12,218$644K0.04%+18513F-HRTimeline
Janney Montgomery Scott LLC12,865$638K<0.01%-2,19113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,751$632K0.02%-6,85413F-HRTimelineGroup
Vigil Wealth Management, LLC12,700$629K0.45%013F-HRTimeline
Valeo Financial Advisors, LLC12,649$627K0.01%+3,52813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments12,636$626K0.03%-82813F-HRTimelineGroup
Beverly Hills Private Wealth, LLC12,543$622K0.12%-41213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,502$620K0.01%+1,65413F-HRTimelineGroup
Axxion S.A.12,134$602K0.04%13F-HRTimeline
First National Bank of Hutchinson12,117$601K0.33%+22713F-HRTimeline
MGO ONE SEVEN LLC12,074$598K0.01%new13F-HRTimeline
LEUTHOLD GROUP, LLC11,983$594K0.06%013F-HRTimeline
Gallacher Capital Management LLC11,899$590K0.33%+2,12713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC11,849$587K0.1%+29613F-HRTimeline
Quantum Portfolio Management LLC11,823$586K0.21%+10513F-HRTimeline
Sivia Capital Partners, LLC11,817$586K0.07%-3,05113F-HRTimeline
FDx Advisors, Inc.11,797$585K0.18%-23413F-HRTimeline
MAI Capital Management11,778$584K<0.01%+10,10413F-HRTimeline
Nilsine Partners, LLC11,708$580K0.04%+15513F-HRTimeline
Seed Wealth Management, Inc.11,695$580K0.37%013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.11,410$565K0.05%+2,09213F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC11,286$559K0.09%-19813F-HRTimeline
Private Advisor Group, LLC11,176$554K<0.01%-15,04413F-HRTimeline
Ellevest, Inc.11,105$550K0.06%+2,64113F-HRTimeline
SAX WEALTH ADVISORS, LLC13,693$535K0.02%-29713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,744$532K<0.01%new13F-HRTimelineGroup
Optas, LLC10,696$530K0.07%+49913F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC10,692$530K<0.01%-7,39513F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding10,670$529K+4,832Timeline
LANARK FINANCIAL, INC.10,656$528K0.04%-9213F-HRTimeline
Keebeck Wealth Management10,584$525K0.05%+1,81213F-HRTimeline
D.A. DAVIDSON & CO.10,568$524K<0.01%-26313F-HRTimeline
M.E. ALLISON & CO., INC.10,560$523K0.3%013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,556$522K0.03%-23713F-HRTimeline
Oakmont Investment Advisors, Inc.10,370$514K0.36%new13F-HRTimeline
D'Orazio & Associates, Inc.10,117$501K0.06%-66713F-HRTimeline