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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

579 managers (590 13F filers) reported a position in UBS shares at 2025-03-31, 1,412,005,165 shares in all. 63 filers opened a position and 48 filers sold out during the quarter.

Managers
579
13F filers
590
New
63
Added
226
Reduced
193
Sold out
48
Shares held by filers
1,412,005,165

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BESSEMER GROUP INCin group BESSEMER GROUP INC63,761$1.95M<0.01%+4,98413F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC63,400$1.94M0.4%013F-HRTimeline
Integrated Wealth Concepts LLC63,317$1.94M0.02%-2,57213F-HRTimeline
Nebula Research & Development LLC63,100$1.93M0.18%+54,00213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC62,912$1.93M<0.01%+26,72813F-HRTimelineGroup
Monaco Asset Management SAM62,500$1.9M0.96%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW60,660$1.84M0.34%-59113F-HRTimelineGroup
Legacy Wealth Asset Management, LLC60,014$1.84M0.51%-30813F-HRTimeline
Orca Wealth Management, LLC59,979$1.84M1.64%-22913F-HRTimeline
CAPITAL INTERNATIONAL SARLin group Capital International Investo…59,554$1.81M0.04%013F-HRTimelineGroup
swisspartners Advisors Ltd66,277$1.78M1.88%+52,27713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC57,927$1.77M0.02%+20,72213F-HRTimelineGroup
Atria Investments, Inc56,560$1.73M0.02%+8,74313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding55,508$1.69M+6,259Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54,410$1.67M<0.01%+13,37013F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC53,850$1.65M0.02%+17813F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC53,756$1.65M0.77%-1,64113F-HRTimeline
Qtron Investments LLC53,833$1.63M0.24%013F-HRTimeline
CHOREO, LLC51,688$1.58M0.02%-6,51213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP51,404$1.57M<0.01%-7,33313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.49,181$1.51M0.01%+1,77813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,054$1.5M<0.01%+1,47413F-HRTimeline
GREENLEAF TRUST48,717$1.49M0.01%+16813F-HRTimeline
Gator Capital Management, LLC47,600$1.46M0.56%013F-HRTimeline
TOWNSQUARE CAPITAL LLC46,727$1.43M0.02%-9,77313F-HRTimeline
Stamos Capital Partners, L.P.45,640$1.4M0.37%-11,86013F-HRTimeline
Qsemble Capital Management, LP43,942$1.35M0.14%new13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.43,657$1.34M0.12%+3,26813F-HRTimelineGroup
Credit Capital Investments LLC43,000$1.32M2.26%013F-HRTimeline
Beverly Hills Private Wealth, LLC42,830$1.31M0.26%+2,70713F-HRTimeline
111 Capital43,159$1.31M0.25%new13F-HRTimeline
RHUMBLINE ADVISERS42,554$1.3M<0.01%+3,97113F-HR/ATimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC42,569$1.29M0.52%+6,13313F-HRTimeline
B. Riley Wealth Advisors, Inc.42,108$1.29M0.04%+27,89413F-HRTimeline
NewEdge Advisors, LLC41,772$1.28M0.01%+1,26713F-HRTimeline
PEAK6 LLCin group PEAK6 LLC40,917$1.25M0.05%+10,88613F-HRTimelineGroup
Compound Planning, Inc.39,965$1.22M0.06%+3,70513F-HRTimeline
NorthCoast Asset Management LLC39,831$1.22M0.01%-7,19813F-HR/ATimeline
Baker Ellis Asset Management LLC39,000$1.19M0.17%-90013F-HRTimeline
Legacy Capital Group California, Inc.37,877$1.16M0.4%-2,28713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC37,537$1.15M0.1%-16,92513F-HR/ATimeline
Sequoia Financial Advisors, LLC37,273$1.14M0.01%+2,27413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …37,318$1.13M<0.01%-5,43513F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding36,966$1.12M-69Timeline
Advisors Capital Management, LLC36,546$1.12M0.02%-4,33913F-HRTimeline
Ballentine Partners, LLC36,444$1.12M0.02%-86513F-HRTimeline
Snowden Capital Advisors LLC36,414$1.12M0.04%-99013F-HRTimeline
BAILARD, INC.36,264$1.11M0.03%-50313F-HRTimeline
SOL Capital Management CO36,080$1.1M0.12%-75013F-HRTimeline
Kathmere Capital Management, LLC35,696$1.09M0.09%+94913F-HRTimeline
AdvisorShares Investments LLC34,816$1.06M0.21%+11,27113F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)34,000$1.04M0.01%013F-HRTimelineGroup
Schechter Investment Advisors, LLC33,416$1.02M0.08%-8,00413F-HRTimeline
SIMPLEX TRADING, LLC32,263$988K0.04%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,723$969K<0.01%+8,70013F-HR/ATimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC31,292$958K<0.01%+19,20013F-HR/ATimelineGroup
Blue Trust, Inc.30,751$942K0.01%+2,35413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/30,577$929K0.44%-13513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC30,188$925K0.03%+2,23713F-HRTimeline
CULLINAN ASSOCIATES INC29,000$888K0.06%013F-HRTimeline
&PARTNERS27,145$857K0.01%+51713F-HRTimeline
Advisors Asset Management, Inc.27,838$853K0.02%-2,90113F-HR/ATimeline
PERSONAL CFO SOLUTIONS, LLC27,504$842K0.17%-76513F-HRTimeline
CONNABLE OFFICE INC27,293$836K0.09%-1,51113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,046$829K<0.01%-13,68513F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.26,894$824K0.1%013F-HRTimeline
Sanctuary Advisors, LLC26,814$821K0.01%-4,06913F-HRTimeline
Ethic Inc.26,687$810K0.02%-2413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC25,889$793K0.02%+99813F-HRTimeline
Callan Capital, LLC25,867$792K0.06%+3,62313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding25,699$787K-731Timeline
JFS WEALTH ADVISORS, LLC25,692$787K0.05%-1,12513F-HRTimeline
Checchi Capital Advisers, LLC25,292$775K0.05%+1,79613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,129$770K<0.01%+9,13013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24,882$762K0.02%+19,02013F-HRTimelineGroup
Greenwich Wealth Management LLC24,847$761K0.06%013F-HRTimeline
Net Worth Advisory Group24,820$760K0.24%-1,84213F-HRTimeline
Private Advisor Group, LLC24,297$744K<0.01%-9,90113F-HRTimeline
Clarius Group, LLC24,028$735K0.05%+6,11913F-HRTimeline
Main Street Financial Solutions, LLC23,270$713K0.06%-55013F-HRTimeline
Callan Family Office, LLC22,753$697K0.05%-3,13013F-HRTimeline
Future Fund LLC22,474$688K0.88%new13F-HRTimeline
Rehmann Capital Advisory Group22,275$682K0.04%-4,19913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,459$657K0.01%+57613F-HRTimelineGroup
PINNACLE ASSOCIATES LTD21,433$656K0.01%+11,71013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC21,378$655K0.07%-74313F-HRTimeline
Massachusetts Wealth Management21,080$646K0.44%013F-HRTimeline
Dorsey & Whitney Trust CO LLC20,902$640K0.04%+35813F-HRTimeline
Belpointe Asset Management LLC20,850$639K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC20,850$639K0.13%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20,683$634K<0.01%-31,25513F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,539$629K<0.01%-76813F-HRTimeline
CenterStar Asset Management, LLC19,805$608K0.87%new13F-HRTimeline
Cresset Asset Management, LLC19,780$606K<0.01%-5,07913F-HRTimeline
SkyView Investment Advisors, LLC19,747$605K0.09%+1,11913F-HRTimeline
Brucke Financial, Inc.19,678$595K0.52%-67813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC19,399$594K0.01%+6,58113F-HRTimelineGroup
IEQ CAPITAL, LLC19,064$584K<0.01%+53613F-HRTimeline
PDS Planning, Inc18,564$569K0.05%+1,00813F-HRTimeline
OneDigital Investment Advisors LLC18,262$559K0.01%-5013F-HRTimeline
Prospera Financial Services Inc18,124$555K0.01%new13F-HRTimeline
Parallel Advisors, LLC18,037$553K0.01%-1,09213F-HRTimeline
Caprock Group, LLC17,744$544K0.02%+5,80713F-HRTimeline
Solstein Capital, LLC17,834$543K0.32%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC17,691$542K0.02%+3,53613F-HRTimeline
Janney Montgomery Scott LLC17,564$538K<0.01%-5,67713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,302$531K<0.01%013F-HR/ATimelineGroup
Quantum Portfolio Management LLC17,246$528K0.27%+10,21713F-HRTimeline
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP16,956$519K<0.01%-75,43013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC16,954$519K0.01%+1,03013F-HRTimeline
Waverly Advisors, LLC16,870$517K0.01%-75013F-HRTimeline
LANARK FINANCIAL, INC.16,686$511K0.04%+16,66913F-HRTimeline
Gallacher Capital Management LLC16,570$508K0.25%+53713F-HRTimeline
Versant Capital Management, Inc16,383$502K0.08%+15,06813F-HRTimeline
Simmons Bankin group Simmons Bank16,376$502K0.04%-3,08413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC15,966$489K0.03%013F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS18,000$484K0.02%+5,33913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC15,611$478K0.01%+3013F-HRTimeline
SAGE RHINO CAPITAL LLC15,421$472K0.11%-4013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC15,315$469K0.01%+43313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC15,233$467K0.02%+4,62013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,230$466K<0.01%013F-HRTimelineGroup
HAP Trading, LLC15,102$463K0.16%new13F-HRTimeline
Bleakley Financial Group, LLC15,076$462K0.01%+3,07413F-HRTimeline
Valeo Financial Advisors, LLC14,946$458K0.01%+1,89113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,930$457K0.02%013F-HRTimeline
SYON CAPITAL LLC14,887$456K0.04%-86813F-HRTimeline
SAX WEALTH ADVISORS, LLC14,636$448K0.03%+3,37513F-HRTimeline
Centiva Capital, LP14,593$447K0.03%new13F-HRTimeline
Bridgewater Advisors Inc.14,498$442K0.04%+21913F-HRTimeline
DAVENPORT & Co LLC14,254$437K<0.01%-2,70113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth14,111$432K<0.01%+1,14113F-HR/ATimelineGroup
Sivia Capital Partners, LLC13,661$418K0.2%+50113F-HRTimeline
Optas, LLC13,606$417K0.07%+22413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,401$410K0.01%+21013F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC13,390$410K0.08%-1,94613F-HRTimeline
FDx Advisors, Inc.13,379$410K0.13%-44213F-HRTimeline
Cordatus Wealth Management LLC13,290$407K0.11%new13F-HRTimeline
HB Wealth Management, LLC13,141$403K<0.01%-8913F-HRTimeline
Seed Wealth Management, Inc.13,135$402K0.33%013F-HRTimeline
TD Waterhouse Canada Inc.13,243$402K<0.01%+74513F-HRTimeline
Aprio Wealth Management, LLC13,088$401K0.05%+1,70513F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.13,489$400K0.15%+2,60013F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …13,019$396K<0.01%-8,11113F-HRTimeline
Smartleaf Asset Management LLC12,468$393K0.04%+2,79613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,583$385K0.01%-29013F-HRTimeline
Dakota Wealth Management12,522$384K0.01%-68713F-HRTimeline
Perigon Wealth Management, LLC12,509$383K0.01%+60213F-HRTimeline
Legacy Financial Advisors, Inc.12,496$383K0.06%+1,87713F-HRTimeline
First National Bank of Hutchinson12,384$379K0.25%+36713F-HRTimeline
Stonegate Investment Group, LLC12,348$378K0.01%-3,10813F-HRTimeline
LEUTHOLD GROUP, LLC12,323$377K0.05%-41913F-HRTimeline
Lindbrook Capital, LLC12,069$370K0.03%+82213F-HRTimeline
SUMMIT SECURITIES GROUP LLC11,901$365K0.25%new13F-HRTimeline
SVB WEALTH LLC11,807$362K0.01%-2,49113F-HRTimeline
SYNOVUS FINANCIAL CORP11,684$358K<0.01%+54313F-HRTimeline
M.E. ALLISON & CO., INC.11,660$357K0.35%013F-HRTimeline
Mesirow Financial Investment Management…11,540$353K0.01%-8,73813F-HRTimeline
Freedom Investment Management, Inc.11,421$350K0.03%-1,50213F-HRTimeline
American Trust Investment Advisors, LLC11,295$346K0.14%-4513F-HRTimeline
D'Orazio & Associates, Inc.11,163$342K0.05%-2313F-HRTimeline
Investors Research Corp11,118$341K0.07%013F-HRTimeline
Oslo Pensjonsforsikring AS11,147$339K0.05%013F-HRTimeline
Mountain Hill Investment Partners Corp.11,000$337K0.33%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.10,968$336K0.05%+1,38013F-HRTimeline
Parallax Volatility Advisers, L.P.10,940$335K0.01%+7,51513F-HRTimeline
Wilmington Savings Fund Society, FSB10,926$335K0.01%-68913F-HRTimeline
Sage Mountain Advisors LLC10,910$334K0.02%-2513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,890$334K<0.01%+45813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,809$331K<0.01%new13F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC10,765$330K0.08%-27113F-HRTimeline
Claro Advisors Inc.10,733$329K0.04%+55913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,090$307K0.02%-30613F-HRTimelineGroup
Gryphon Financial Partners LLC9,966$305K0.04%+3,08413F-HRTimeline
Arkadios Wealth Advisors9,936$304K0.01%new13F-HRTimeline
Covenant Partners, LLC9,908$303K0.1%013F-HRTimeline
D.A. DAVIDSON & CO.9,820$301K<0.01%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC9,695$297K0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,624$295K<0.01%+23113F-HRTimelineGroup
Impact Capital Partners LLC9,600$294K0.11%+6213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,555$293K0.02%-5,56013F-HRTimelineGroup
West Family Investments, Inc.9,534$292K0.11%-3,90713F-HRTimeline
BLAIR WILLIAM & CO/IL9,441$289K<0.01%+1,46513F-HRTimeline
Knights of Columbus Asset Advisors LLC9,341$286K0.02%-45213F-HRTimeline
Five Oceans Advisors9,293$285K0.14%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,149$280K0.01%new13F-HRTimelineGroup
Keel Point, LLC9,142$279K0.02%-8513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,122$279K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,043$277K<0.01%new13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,936$274K0.01%new13F-HRTimelineGroup
Zhang Financial LLC8,927$273K0.01%-31,28413F-HRTimeline
Shilanski & Associates, Inc.8,898$273K0.09%-77413F-HRTimeline
Bank Pictet & Cie (Europe) AG8,949$272K0.01%-1,26013F-HRTimeline
Compton Wealth Advisory Group, LLC8,780$269K0.07%-13,81113F-HRTimeline
SG Americas Securities, LLC8,694$266K<0.01%+2,18013F-HRTimeline
Traveka Wealth, LLC8,590$263K0.15%+73613F-HRTimeline
CHICAGO TRUST Co NA8,572$263K0.05%+86013F-HRTimeline
Columbia Asset Management8,552$262K0.05%013F-HRTimeline
Cyndeo Wealth Partners, LLC8,527$261K0.02%+1,18113F-HRTimeline
Wedmont Private Capital9,094$259K0.01%-17913F-HRTimeline