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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

563 managers (575 13F filers) reported a position in UBS shares at 2024-12-31, 1,413,792,502 shares in all. 58 filers opened a position and 54 filers sold out during the quarter.

Managers
563
13F filers
575
New
58
Added
208
Reduced
180
Sold out
54
Shares held by filers
1,413,792,502

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
GROUP ONE TRADING LLC54,793$1.66M0.06%+52,98413F-HR/ATimeline
ELEVATION POINT WEALTH PARTNERS, LLC54,462$1.65M0.13%-3,50613F-HR/ATimeline
Qtron Investments LLC53,833$1.65M0.23%+4313F-HRTimeline
Vise Technologies, Inc.54,234$1.64M0.14%+7,69013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC53,672$1.63M0.02%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding49,249$1.59M+8,323Timeline
ASSETMARK, INCin group ASSETMARK, INC51,938$1.57M<0.01%+5,97413F-HRTimelineGroup
WOLVERINE TRADING, LLC48,769$1.49M0.03%+16,19213F-HRTimeline
GREENLEAF TRUST48,549$1.47M0.01%+7813F-HRTimeline
Atria Investments, Inc47,817$1.45M0.02%-11,84813F-HRTimeline
Gator Capital Management, LLC47,600$1.44M0.55%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,580$1.44M<0.01%-3,25513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.47,403$1.44M0.01%+16,72313F-HRTimeline
NorthCoast Asset Management LLC47,029$1.43M0.01%-74213F-HR/ATimeline
Andra AP-fonden47,484$1.32M0.02%-118,54513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …42,753$1.31M<0.01%+4,91213F-HRTimelineGroup
Credit Capital Investments LLC43,000$1.3M1.69%-3,00013F-HRTimeline
Schechter Investment Advisors, LLC41,420$1.26M0.1%+22113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…41,040$1.24M<0.01%+11,20413F-HRTimelineGroup
Advisors Capital Management, LLC40,885$1.24M0.02%+15,47713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,731$1.23M<0.01%-5,60813F-HR/ATimelineGroup
NewEdge Advisors, LLC40,505$1.23M0.01%+2,68513F-HRTimeline
Zhang Financial LLC40,211$1.22M0.07%+5,57113F-HRTimeline
Legacy Capital Group California, Inc.40,164$1.22M0.37%-37313F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.40,389$1.22M0.11%+2,89813F-HRTimelineGroup
Beverly Hills Private Wealth, LLC40,123$1.22M0.25%+4,07613F-HRTimeline
Baker Ellis Asset Management LLC39,900$1.21M0.18%-1,70013F-HRTimeline
QUADRANT CAPITAL GROUP LLC38,785$1.18M0.08%+1,20313F-HRTimeline
RHUMBLINE ADVISERS38,583$1.17M<0.01%-10,82013F-HR/ATimeline
Snowden Capital Advisors LLC37,404$1.13M0.04%-34213F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding37,035$1.13MnewTimeline
Ballentine Partners, LLC37,309$1.13M0.02%+3,74213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC37,205$1.13M0.01%+6,63813F-HRTimelineGroup
SOL Capital Management CO36,830$1.12M0.12%013F-HRTimeline
BAILARD, INC.36,767$1.11M0.03%+54113F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC36,436$1.11M0.42%+1,24113F-HR/ATimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC36,420$1.1M<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC30,883$1.1M0.01%-3,63213F-HRTimeline
Compound Planning, Inc.36,260$1.1M0.06%+6,67313F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC36,239$1.1M0.05%+81113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC36,184$1.1M<0.01%+5,24813F-HRTimelineGroup
Sequoia Financial Advisors, LLC34,999$1.06M0.01%+77113F-HR/ATimeline
Kathmere Capital Management, LLC34,747$1.05M0.09%+1,30913F-HRTimeline
Private Advisor Group, LLC34,198$1.04M0.01%-76413F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)34,000$1.03M0.01%013F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC32,061$972K0.57%-85913F-HRTimeline
Advisors Asset Management, Inc.30,739$932K0.02%-85713F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/30,712$931K0.44%-62713F-HRTimelineGroup
PEAK6 LLCin group PEAK6 LLC30,031$911K0.04%13F-HRTimelineGroup
CULLINAN ASSOCIATES INC29,000$879K0.06%013F-HRTimeline
CONNABLE OFFICE INC28,804$873K0.09%-54813F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.28,788$873K0.16%new13F-HRTimeline
Blue Trust, Inc.28,397$861K0.01%-9,75613F-HR/ATimeline
PERSONAL CFO SOLUTIONS, LLC28,269$857K0.17%-30913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC27,951$847K0.03%+3,63413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.27,858$845K0.01%-7,61313F-HR/ATimelineGroup
&PARTNERS26,628$833K0.01%+5,68013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK27,114$822K0.03%-86413F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management27,112$822K<0.01%new13F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.26,894$815K0.1%-3,42413F-HRTimeline
JFS WEALTH ADVISORS, LLC26,817$813K0.06%013F-HRTimeline
Ethic Inc.26,711$810K0.02%+4,02513F-HRTimeline
Net Worth Advisory Group26,662$808K0.25%-44813F-HRTimeline
Rehmann Capital Advisory Group26,474$803K0.05%-53813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding26,430$801K-2,403Timeline
Callan Family Office, LLC25,883$785K0.05%new13F-HRTimeline
Quantbot Technologies LP25,478$772K0.03%-126,67313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC24,891$755K0.02%+2813F-HRTimeline
Cresset Asset Management, LLC24,859$754K<0.01%-92,33413F-HRTimeline
Greenwich Wealth Management LLC24,847$753K0.05%013F-HRTimeline
Main Street Financial Solutions, LLC23,820$722K0.07%new13F-HRTimeline
Brucke Financial, Inc.20,356$721K0.62%13F-HRTimeline
AdvisorShares Investments LLC23,545$714K0.14%-4,46013F-HRTimeline
Checchi Capital Advisers, LLC23,496$712K0.05%+91713F-HRTimeline
Janney Montgomery Scott LLC23,241$705K<0.01%-9,35213F-HRTimeline
Verition Fund Management LLC22,958$696K<0.01%-8,25613F-HRTimeline
Compton Wealth Advisory Group, LLC22,591$685K0.18%013F-HRTimeline
Callan Capital, LLC22,244$674K0.05%+91413F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC22,121$671K0.07%-1,57613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,023$668K<0.01%+12,93913F-HRTimelineGroup
Cambridge Investment Research Advisors,…21,307$646K<0.01%-35113F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …21,130$646K<0.01%new13F-HRTimeline
Massachusetts Wealth Management21,080$639K0.39%-2,00013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,883$633K0.01%-2,77313F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC20,544$623K0.03%+12113F-HRTimeline
Mesirow Financial Investment Management…20,278$615K0.01%+10,04013F-HRTimeline
Simmons Bankin group Simmons Bank19,460$590K0.04%-5,30913F-HRTimelineGroup
Parallel Advisors, LLC19,129$580K0.01%+2,30513F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP19,120$580K0.1%-14,34613F-HRTimeline
SkyView Investment Advisors, LLC18,628$565K0.09%new13F-HRTimeline
IEQ CAPITAL, LLC18,528$562K0.01%+1,19213F-HRTimeline
OneDigital Investment Advisors LLC18,312$555K0.01%+10,99013F-HRTimeline
Solstein Capital, LLC17,834$544K0.3%-16213F-HRTimeline
Clarius Group, LLC17,909$543K0.04%-85013F-HRTimeline
Waverly Advisors, LLC17,620$534K0.01%new13F-HRTimeline
PDS Planning, Inc17,556$532K0.05%+1,10113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,302$531K<0.01%+52713F-HRTimelineGroup
DAVENPORT & Co LLC16,955$514K<0.01%-1,03413F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL17,573$487K0.13%13F-HR/ATimeline
Gallacher Capital Management LLC16,033$486K0.24%+41613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,999$485K<0.01%+3,16613F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC15,966$484K0.03%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,924$483K0.01%13F-HRTimeline
SYON CAPITAL LLC15,755$478K0.04%-43,76413F-HRTimeline
Carlson Capital, L.P.15,700$476K0.28%new13F-HRTimeline
Clearstead Advisors, LLC15,581$472K0.01%-2,84213F-HRTimeline
SAGE RHINO CAPITAL LLC15,461$469K0.1%-40913F-HRTimeline
Stonegate Investment Group, LLC15,456$469K0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC15,336$465K0.1%-22013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,230$462K<0.01%+15,00013F-HRTimelineGroup
Bridgewater Advisors Inc.14,279$460K0.05%+1313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,115$458K0.03%+8,77313F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP14,930$453K0.02%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC14,882$451K0.01%-1,10713F-HRTimelineGroup
Strategic Global Advisors, LLC14,395$436K0.08%new13F-HRTimeline
SVB WEALTH LLC14,298$434K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.14,214$431K0.01%-1,15713F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,155$429K0.01%+4,67513F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD14,000$428K<0.01%013F-HRTimelineGroup
FDx Advisors, Inc.13,821$419K0.12%-79913F-HRTimeline
West Family Investments, Inc.13,441$408K0.14%-9613F-HRTimeline
Optas, LLC13,382$406K0.09%+3,41813F-HRTimeline
HB Wealth Management, LLC13,230$401K<0.01%+6,57713F-HRTimeline
Dakota Wealth Management13,209$400K0.01%-36113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,191$400K0.01%-38313F-HRTimelineGroup
Sivia Capital Partners, LLC13,160$399K0.2%-23413F-HRTimeline
Seed Wealth Management, Inc.13,135$398K0.32%013F-HRTimeline
Valeo Financial Advisors, LLC13,055$396K0.01%-16,83813F-HRTimeline
Perigon Wealth Management, LLC11,907$395K0.01%+75413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,970$393K<0.01%+3,10013F-HR/ATimelineGroup
Freedom Investment Management, Inc.12,923$392K0.03%-71813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,873$390K0.01%+1,62213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC12,818$389K0.01%new13F-HRTimelineGroup
swisspartners Advisors Ltd14,000$388K0.42%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC12,768$387K0.01%-4513F-HRTimeline
LEUTHOLD GROUP, LLC12,742$386K0.05%-31513F-HRTimeline
TD Waterhouse Canada Inc.12,498$379K<0.01%-3513F-HRTimeline
44 WEALTH MANAGEMENT LLC12,450$377K0.15%-76413F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…12,114$367K0.25%-2,65313F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC12,092$367K<0.01%-17,97613F-HRTimelineGroup
First National Bank of Hutchinson12,017$364K0.22%-11213F-HRTimeline
Bleakley Financial Group, LLC12,002$364K0.01%+4113F-HRTimeline
Caprock Group, LLC11,937$362K0.01%+1,26113F-HRTimeline
M.E. ALLISON & CO., INC.11,660$354K0.39%13F-HRTimeline
Wilmington Savings Fund Society, FSB11,615$352K0.01%-19013F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS12,661$351K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aprio Wealth Management, LLC11,383$345K0.05%+1,78513F-HRTimeline
American Trust Investment Advisors, LLC11,340$344K0.14%013F-HRTimeline
SAX WEALTH ADVISORS, LLC11,261$341K0.03%-1,58213F-HRTimeline
Oslo Pensjonsforsikring AS11,147$341K0.05%+1,17913F-HRTimeline
Lindbrook Capital, LLC11,247$341K0.03%+34513F-HRTimeline
D'Orazio & Associates, Inc.11,186$339K0.05%-813F-HRTimeline
SYNOVUS FINANCIAL CORP11,141$338K<0.01%-9613F-HRTimeline
Investors Research Corp11,118$337K0.07%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC11,036$335K0.08%-12813F-HRTimeline
Mountain Hill Investment Partners Corp.11,000$334K0.34%13F-HRTimeline
Sage Mountain Advisors LLC10,935$332K0.02%-3113F-HRTimeline
Sowell Financial Services LLC10,713$325K0.02%-77013F-HRTimeline
Legacy Financial Advisors, Inc.10,619$322K0.05%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC10,613$322K0.02%+10513F-HRTimelineGroup
BAROMETER CAPITAL MANAGEMENT INC.10,889$322K0.13%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,396$317K0.02%-3213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…10,432$316K<0.01%013F-HRTimelineGroup
Bank Pictet & Cie (Europe) AG10,209$312K0.01%013F-HR/ATimeline
Scientech Research LLC10,288$312K0.09%new13F-HRTimeline
Claro Advisors Inc.10,174$308K0.04%-54013F-HRTimeline
WHITTIER TRUST CO10,152$308K<0.01%013F-HRTimeline
Covenant Partners, LLC9,908$300K0.09%013F-HRTimeline
Wedmont Private Capital9,273$300K0.02%+10013F-HRTimeline
D.A. DAVIDSON & CO.9,820$298K<0.01%+7013F-HRTimeline
Knights of Columbus Asset Advisors LLC9,793$297K0.02%013F-HRTimeline
Smartleaf Asset Management LLC9,672$296K0.03%+6,26913F-HRTimeline
PINNACLE ASSOCIATES LTD9,723$295K<0.01%-3,40013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC9,695$294K0.01%013F-HRTimelineGroup
Shilanski & Associates, Inc.9,672$293K0.09%-72113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,588$291K0.04%-2,62313F-HR/ATimeline
Impact Capital Partners LLC9,538$289K0.1%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,480$287K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,393$285K<0.01%-66,50113F-HRTimelineGroup
Werba Rubin Papier Wealth Management9,385$285K0.07%+313F-HRTimeline
Five Oceans Advisors9,293$282K0.13%+46813F-HRTimeline
Keel Point, LLC9,227$280K0.02%+38913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,146$277K<0.01%+1,07213F-HRTimelineGroup
Nebula Research & Development LLC9,098$276K0.03%+56313F-HRTimeline
Brown Miller Wealth Management, LLC8,941$271K0.1%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,875$269K<0.01%-20613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK8,840$268K<0.01%-43813F-HRTimelineGroup
GeoWealth Management, LLC8,624$261K0.01%+3,68313F-HRTimeline
Columbia Asset Management8,552$259K0.05%013F-HRTimeline
HighPoint Advisor Group LLC7,633$253K0.01%+34913F-HRTimeline
BLAIR WILLIAM & CO/IL7,976$242K<0.01%+82313F-HRTimeline
Venturi Wealth Management, LLC7,904$240K0.01%+17413F-HRTimeline
Traveka Wealth, LLC7,854$238K0.13%+7213F-HRTimeline
SEVEN MILE ADVISORY7,839$238K0.15%+24113F-HRTimeline
Calydon Capital7,808$237K0.05%-6,24113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …7,793$236K0.02%new13F-HRTimelineGroup
CHICAGO TRUST Co NA7,712$234K0.04%-11613F-HRTimeline
PARK NATIONAL CORP /OH/7,680$233K0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,610$231K<0.01%+65913F-HRTimelineGroup
Financial Advocates Investment Manageme…7,601$230K0.01%-1,60313F-HRTimeline