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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

592 managers (601 13F filers) reported a position in UBS shares at 2025-06-30, 1,322,661,178 shares in all. 64 filers opened a position and 53 filers sold out during the quarter.

Managers
592
13F filers
601
New
64
Added
213
Reduced
222
Sold out
53
Shares held by filers
1,322,661,178

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Y-Intercept (Hong Kong) Ltd65,204$2.21M0.05%new13F-HRTimeline
Trivant Custom Portfolio Group, LLC64,529$2.18M1.2%+37413F-HRTimeline
CHOREO, LLC64,425$2.18M0.03%+12,73713F-HRTimeline
Integrated Wealth Concepts LLC63,594$2.15M0.02%+27713F-HRTimeline
Wealth Alliance Advisory Group, LLC63,400$2.14M0.41%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,304$2.14M<0.01%+8,89413F-HRTimelineGroup
Glenmede Investment Management, LP62,452$2.11M0.01%13F-HRTimeline
Orca Wealth Management, LLC61,113$2.07M1.74%+1,13413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.61,082$2.07M0.02%-60,01213F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW59,806$2.02M0.35%-85413F-HRTimelineGroup
CAPITAL INTERNATIONAL SARLin group Capital International Investo…59,554$2.01M0.04%013F-HRTimelineGroup
Centiva Capital, LP58,268$1.97M0.13%+43,67513F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC57,675$1.95M0.02%+3,82513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.57,244$1.94M0.01%+8,06313F-HRTimeline
Vise Technologies, Inc.57,103$1.93M0.08%13F-HRTimeline
Callan Family Office, LLC57,031$1.93M0.06%+34,27813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP56,356$1.91M0.03%-11,74913F-HRTimelineGroup
MITCHELL & PAHL PRIVATE WEALTH, LLC54,675$1.85M0.82%+91913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC54,294$1.84M0.02%-3,63313F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC53,878$1.82M0.67%+11,30913F-HRTimeline
Qtron Investments LLC53,833$1.82M0.23%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments53,198$1.8M0.11%-11,04913F-HRTimelineGroup
Advisors Capital Management, LLC52,648$1.78M0.02%+16,10213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS52,349$1.77M<0.01%+42,72513F-HRTimelineGroup
Graham Capital Management, L.P.51,522$1.74M0.05%new13F-HRTimeline
GREENLEAF TRUST48,682$1.65M0.01%-3513F-HRTimeline
NewEdge Advisors, LLC48,654$1.65M0.01%+6,88213F-HRTimeline
Gator Capital Management, LLC47,600$1.61M0.5%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.45,458$1.54M0.13%+1,80113F-HRTimelineGroup
NorthCoast Asset Management LLC45,009$1.52M0.01%+5,17813F-HRTimeline
RHUMBLINE ADVISERS44,451$1.5M<0.01%+1,89713F-HRTimeline
TUDOR INVESTMENT CORP ET AL44,364$1.5M0.01%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO44,334$1.5M0.1%-22,76913F-HR/ATimelineGroup
Northside Capital Management, LLC42,761$1.45M0.11%new13F-HRTimeline
Twin Tree Management, LP42,234$1.43M0.04%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP41,782$1.41M<0.01%-9,62213F-HRTimelineGroup
Baker Ellis Asset Management LLC40,050$1.35M0.19%+1,05013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,874$1.31M<0.01%-804,83713F-HRTimelineGroup
Legacy Capital Group California, Inc.38,708$1.31M0.36%+83113F-HRTimeline
Beverly Hills Private Wealth, LLC38,192$1.29M0.24%-4,63813F-HRTimeline
Atria Investments, Inc38,158$1.29M0.02%-18,40213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,098$1.29M<0.01%-10,95613F-HRTimeline
Ballentine Partners, LLC37,407$1.27M0.02%+96313F-HRTimeline
GTS SECURITIES LLC37,307$1.26M0.06%new13F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.37,132$1.26M0.01%new13F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding36,966$1.25M0Timeline
ELEVATION POINT WEALTH PARTNERS, LLC36,958$1.25M0.1%-57913F-HR/ATimeline
BAILARD, INC.35,880$1.21M0.03%-38413F-HRTimeline
SIMPLEX TRADING, LLC35,546$1.2M0.03%+3,28313F-HRTimeline
Snowden Capital Advisors LLC35,319$1.19M0.04%-1,09513F-HRTimeline
Bank Pictet & Cie (Europe) AG35,174$1.19M0.03%+26,22513F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)35,000$1.18M0.01%+1,00013F-HRTimelineGroup
Sequoia Financial Advisors, LLC34,541$1.17M0.01%-2,73213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC34,363$1.16M<0.01%+13,68013F-HRTimelineGroup
Sanctuary Advisors, LLC34,066$1.15M0.01%+7,25213F-HRTimeline
&PARTNERS34,341$1.14M0.01%+7,19613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,167$1.14M<0.01%+3,44413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,649$1.14M<0.01%+8,52013F-HR/ATimelineGroup
Advisors Asset Management, Inc.33,200$1.12M0.02%+5,36213F-HR/ATimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC41,675$1.12M0.28%new13F-HRTimeline
Kathmere Capital Management, LLC32,969$1.12M0.09%-2,72713F-HRTimeline
SOL Capital Management CO32,580$1.1M0.11%-3,50013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC31,511$1.1M<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,345$1.09M<0.01%+5,29913F-HR/ATimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC31,592$1.07M<0.01%+30013F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.30,923$1.05M0.01%+24,12513F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/30,277$1.02M0.43%-30013F-HR/ATimelineGroup
Credit Capital Investments LLC30,000$1.01M1.42%-13,00013F-HRTimeline
Compound Planning, Inc.29,060$983K0.04%-10,90513F-HRTimeline
CULLINAN ASSOCIATES INC29,000$981K0.06%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC28,618$968K0.03%-1,57013F-HRTimeline
Ethic Inc.27,845$931K0.02%+1,15813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.26,894$910K0.11%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC26,722$904K0.05%+18,71113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.26,560$898K0.04%-15,54813F-HRTimeline
PINNACLE ASSOCIATES LTD26,555$898K0.01%+5,12213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding26,386$892K+687Timeline
IEQ CAPITAL, LLC26,267$888K0.01%+7,20313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC26,179$885K0.01%+29013F-HRTimeline
Net Worth Advisory Group25,960$878K0.19%+1,14013F-HRTimeline
JFS WEALTH ADVISORS, LLC25,692$869K0.06%013F-HRTimeline
CONNABLE OFFICE INC25,409$859K0.09%-1,88413F-HRTimeline
Greenwich Wealth Management LLC24,847$840K0.04%013F-HRTimeline
Future Fund LLC24,775$838K0.37%+2,30113F-HRTimeline
Checchi Capital Advisers, LLC24,581$831K0.06%-71113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth23,757$803K<0.01%+9,64613F-HRTimelineGroup
Calydon Capital23,295$788K0.08%+15,48713F-HRTimeline
Main Street Financial Solutions, LLC23,045$779K0.06%-22513F-HRTimeline
Bayforest Capital Ltd22,622$765K0.33%new13F-HRTimeline
Blue Trust, Inc.22,334$755K0.01%-8,41713F-HRTimeline
Clarius Group, LLC22,227$751K0.04%-1,80113F-HRTimeline
Verition Fund Management LLC21,793$737K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…21,196$717K<0.01%+65713F-HRTimeline
Massachusetts Wealth Management21,080$713K0.4%013F-HRTimeline
CHICAGO TRUST Co NA20,743$702K0.1%+12,17113F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC20,480$693K0.07%-89813F-HRTimeline
Private Advisor Group, LLC20,173$682K<0.01%-4,12413F-HRTimeline
TD Waterhouse Canada Inc.19,998$675K<0.01%+6,75513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,934$674K<0.01%-393,37913F-HRTimelineGroup
Lingohr Asset Management GmbH19,880$672K1.22%new13F-HRTimeline
SG Americas Securities, LLC19,331$654K<0.01%+10,63713F-HRTimeline
SkyView Investment Advisors, LLC19,487$652K0.09%-26013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC19,225$650K0.01%+3,91013F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC19,197$649K0.12%-8,30713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,941$641K0.02%-5,94113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,887$639K0.01%-2,57213F-HRTimelineGroup
Brucke Financial, Inc.18,866$638K0.44%-81213F-HRTimeline
Dorsey & Whitney Trust CO LLC18,781$635K0.03%-2,12113F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,666$631K0.02%+97513F-HRTimeline
PDS Planning, Inc18,655$631K0.05%+9113F-HRTimeline
Bleakley Financial Group, LLC18,506$626K0.02%+3,43013F-HRTimeline
LANARK FINANCIAL, INC.18,488$625K0.05%+1,80213F-HRTimeline
Prospera Financial Services Inc18,434$623K0.01%+31013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …17,782$603K<0.01%-19,53613F-HRTimelineGroup
Solstein Capital, LLC17,834$602K0.31%013F-HRTimeline
Rehmann Capital Advisory Group17,724$599K0.04%-4,55113F-HRTimeline
SYON CAPITAL LLC17,603$595K0.04%+2,71613F-HRTimeline
PEAK6 LLCin group PEAK6 LLC17,389$588K0.02%-23,52813F-HR/ATimelineGroup
OneDigital Investment Advisors LLC17,388$588K0.01%-87413F-HRTimeline
HRT FINANCIAL LP17,254$583K<0.01%new13F-HRTimeline
Versant Capital Management, Inc17,089$578K0.09%+70613F-HRTimeline
Bridgewater Advisors Inc.14,428$548K0.04%-7013F-HRTimeline
Gallacher Capital Management LLC15,719$532K0.25%-85113F-HRTimeline
Clearstead Advisors, LLC15,571$527K0.01%-4013F-HRTimeline
Waverly Advisors, LLC15,564$526K0.01%-1,30613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,429$522K<0.01%+19913F-HRTimelineGroup
Janney Montgomery Scott LLC15,402$521K<0.01%-2,16213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,251$516K0.02%+1813F-HRTimelineGroup
SAGE RHINO CAPITAL LLC15,093$510K0.11%-32813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,930$505K0.02%013F-HRTimeline
Parallel Advisors, LLC14,634$495K0.01%-3,40313F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.14,489$490K0.14%+1,00013F-HRTimeline
Sivia Capital Partners, LLC14,300$484K0.16%+63913F-HR/ATimeline
Merit Financial Group, LLC14,225$481K0.01%+6,82213F-HRTimeline
Valeo Financial Advisors, LLC14,102$477K0.01%-84413F-HR/ATimeline
swisspartners Advisors Ltd14,000$473K0.45%-52,27713F-HRTimeline
SAX WEALTH ADVISORS, LLC13,774$466K0.03%-86213F-HRTimeline
Farther Finance Advisors, LLC13,722$464K0.01%+11,06913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC13,488$456K0.01%-5,91113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management13,424$454K0.02%+2313F-HRTimelineGroup
FDx Advisors, Inc.13,157$445K0.14%-22213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC13,141$444K0.09%-24913F-HRTimeline
Cordatus Wealth Management LLC13,066$442K0.11%-22413F-HRTimeline
IMC-Chicago, LLC13,036$441K0.01%new13F-HRTimeline
First National Bank of Hutchinson12,883$436K0.27%+49913F-HRTimeline
Legacy Financial Advisors, Inc.12,729$431K0.07%+23313F-HRTimeline
Cresset Asset Management, LLC12,721$430K<0.01%-7,05913F-HR/ATimeline
Stonegate Investment Group, LLC12,659$428K0.01%+31113F-HRTimeline
Quinn Opportunity Partners LLC12,617$427K0.04%new13F-HRTimeline
Dakota Wealth Management12,564$425K0.01%+4213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.12,528$424K0.06%+1,56013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,479$422K0.01%+3,54313F-HRTimelineGroup
Gryphon Financial Partners LLC12,424$420K0.05%+2,45813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,390$419K0.01%-4,56413F-HRTimeline
LEUTHOLD GROUP, LLC12,323$417K0.05%013F-HRTimeline
Seed Wealth Management, Inc.12,245$414K0.31%-89013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,874$402K0.01%-70913F-HRTimeline
Freedom Investment Management, Inc.11,803$399K0.03%+38213F-HRTimeline
Quantum Portfolio Management LLC11,718$396K0.19%-5,52813F-HRTimeline
M.E. ALLISON & CO., INC.11,660$394K0.32%013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…11,493$386K<0.01%new13F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …11,344$384K<0.01%-1,67513F-HRTimeline
American Trust Investment Advisors, LLC11,295$382K0.19%013F-HRTimeline
SYNOVUS FINANCIAL CORP11,186$378K<0.01%-49813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,149$377K0.02%+1,59413F-HRTimelineGroup
Investors Research Corp11,118$376K0.07%013F-HRTimeline
Oslo Pensjonsforsikring AS11,147$376K0.06%013F-HRTimeline
Mountain Hill Investment Partners Corp.11,000$372K0.31%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,865$367K0.01%-2513F-HRTimelineGroup
D'Orazio & Associates, Inc.10,835$366K0.05%-32813F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC10,651$360K0.08%-11413F-HRTimeline
Sage Mountain Advisors LLC10,591$358K0.02%-31913F-HRTimeline
Steward Partners Investment Advisory, L…10,488$355K<0.01%+6,49613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,134$343K0.01%+98513F-HRTimelineGroup
Impact Capital Partners LLC9,994$338K0.11%+39413F-HRTimeline
Optas, LLC9,948$336K0.06%-3,65813F-HRTimeline
Venturi Wealth Management, LLC9,947$336K0.02%+1,85913F-HRTimeline
Covenant Partners, LLC9,908$335K0.1%013F-HRTimeline
D.A. DAVIDSON & CO.9,902$335K<0.01%+8213F-HRTimeline
Wedmont Private Capital9,240$331K0.01%+14613F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC9,696$328K0.01%+113F-HRTimelineGroup
Arkadios Wealth Advisors9,576$324K0.01%-36013F-HRTimeline
Keel Point, LLC9,488$321K0.02%+34613F-HRTimeline
HB Wealth Management, LLC9,447$319K<0.01%-3,69413F-HRTimeline
Mesirow Financial Investment Management…9,405$318K0.01%-2,13513F-HRTimeline
Aprio Wealth Management, LLC9,378$317K0.04%-3,71013F-HRTimeline
Knights of Columbus Asset Advisors LLC9,341$316K0.02%013F-HRTimeline
DAVENPORT & Co LLC9,243$313K<0.01%-5,01113F-HRTimeline
BLAIR WILLIAM & CO/IL9,047$306K<0.01%-39413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding7,546$298K-47,962Timeline
Lido Advisors, LLCin group Lido Advisors, LLC8,823$298K<0.01%-22013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,796$298K0.02%-1,29413F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC8,794$297K0.01%-32813F-HRTimeline
Shilanski & Associates, Inc.8,790$297K0.08%-10813F-HRTimeline
Compton Wealth Advisory Group, LLC8,780$297K0.08%013F-HRTimeline
Simmons Bankin group Simmons Bank8,770$297K0.02%-7,60613F-HRTimelineGroup
Five Oceans Advisors8,767$296K0.13%-52613F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.8,573$290K0.05%new13F-HRTimeline
Haven Private, LLC8,516$288K0.13%new13F-HRTimeline
Zhang Financial LLC8,515$288K0.01%-41213F-HRTimeline