Skip to content
Disclosery

UBS UBS GROUP AG

Follow

Stock (common), issuer CIK 1610520

610 managers (622 13F filers) reported a position in UBS shares at 2025-09-30, 1,217,157,921 shares in all. 84 filers opened a position and 60 filers sold out during the quarter.

Managers
610
13F filers
622
New
84
Added
241
Reduced
191
Sold out
60
Shares held by filers
1,217,157,921

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Vise Technologies, Inc.68,377$2.8M0.1%+11,27413F-HRTimeline
CHOREO, LLC68,133$2.79M0.04%+3,70813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65,583$2.69M<0.01%+2,27913F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC64,469$2.64M1.36%-6013F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS81,084$2.64M0.1%-46,70113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealth Alliance Advisory Group, LLC62,675$2.57M0.46%-72513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC60,838$2.49M<0.01%-6,88913F-HRTimelineGroup
Advisors Capital Management, LLC60,692$2.49M0.03%+8,04413F-HRTimeline
Orca Wealth Management, LLC59,978$2.46M1.86%-1,13513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.59,356$2.43M0.17%+13,89813F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP59,318$2.43M0.3%new13F-HRTimeline
Legacy Wealth Asset Management, LLC57,966$2.38M0.58%-25,40413F-HRTimeline
Groupe la Francaisein group Groupe la Francaise58,108$2.35M0.03%-61,37113F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW57,269$2.34M0.33%-2,53713F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP56,404$2.31M0.03%+4813F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC56,008$2.29M0.75%+2,13013F-HRTimeline
CIM, LLC55,456$2.27M0.3%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd54,183$2.21M0.03%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC53,882$2.21M0.02%-41213F-HRTimelineGroup
MITCHELL & PAHL PRIVATE WEALTH, LLC53,659$2.2M0.92%-1,01613F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL53,878$2.2M0.35%-93,50013F-HRTimeline
NewEdge Advisors, LLC53,437$2.19M0.01%+4,78313F-HRTimeline
Stamos Capital Partners, L.P.52,518$2.15M0.41%-17,94613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd52,351$2.15M0.11%new13F-HRTimelineGroup
Callan Family Office, LLC50,849$2.08M0.07%-6,18213F-HRTimeline
IEQ CAPITAL, LLC50,616$2.08M0.01%+24,34913F-HRTimeline
Gator Capital Management, LLC49,850$2.04M0.52%+2,25013F-HRTimeline
Cubist Systematic Strategies, LLC49,569$2.03M0.03%new13F-HRTimeline
GREENLEAF TRUST48,901$2M0.02%+21913F-HRTimeline
NorthCoast Asset Management LLC48,052$1.97M0.01%+3,04313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC45,665$1.87M0.02%-12,01013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44,952$1.84M<0.01%+10,58913F-HRTimelineGroup
Baker Ellis Asset Management LLC42,750$1.75M0.22%+2,70013F-HRTimeline
CAPITAL INTERNATIONAL SARLin group Capital International Investo…42,498$1.74M0.03%-17,05613F-HRTimelineGroup
Centiva Capital, LP41,989$1.72M0.16%-16,27913F-HRTimeline
RHUMBLINE ADVISERS41,871$1.72M<0.01%-2,58013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP41,626$1.71M<0.01%-15613F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.40,556$1.66M0.02%-161,71613F-HRTimelineGroup
Ballentine Partners, LLC39,973$1.64M0.02%+2,56613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC39,805$1.63M0.04%+11,18713F-HRTimeline
Advisors Asset Management, Inc.39,770$1.63M0.03%+6,57013F-HR/ATimeline
Sequoia Financial Advisors, LLC39,356$1.61M0.01%+4,81513F-HRTimeline
Legacy Capital Group California, Inc.39,232$1.61M0.41%+52413F-HRTimeline
Atria Investments, Inc38,963$1.6M0.02%+80513F-HRTimeline
Compound Planning, Inc.38,679$1.59M0.05%+9,61913F-HRTimeline
Qtron Investments LLC38,264$1.56M0.19%-15,56913F-HRTimeline
PITCAIRN COin group PITCAIRN CO37,806$1.55M0.12%-6,52813F-HRTimelineGroup
Ethic Inc.37,278$1.53M0.03%+9,43313F-HRTimeline
Sanctuary Advisors, LLC37,234$1.53M0.01%+3,16813F-HR/ATimeline
Evelyn Partners Group Ltdgroup of 2 filers holding36,966$1.51M0Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,865$1.46M<0.01%+1,69813F-HRTimelineGroup
Kathmere Capital Management, LLC34,999$1.43M0.1%+2,03013F-HRTimeline
Snowden Capital Advisors LLC34,858$1.43M0.04%-46113F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)34,500$1.41M0.01%-50013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/33,191$1.39M<0.01%-37,67813F-HRTimelineGroup
Henshaw Capital LLC33,267$1.36M0.05%new13F-HRTimeline
NatWest Group plcin group NatWest Group plc33,219$1.36M0.34%-59,56813F-HRTimelineGroup
Beverly Hills Private Wealth, LLC32,792$1.34M0.24%-5,40013F-HRTimeline
SOL Capital Management CO32,580$1.34M0.12%013F-HRTimeline
1832 Asset Management L.P.32,400$1.33M<0.01%new13F-HRTimeline
BAILARD, INC.32,289$1.32M0.03%-3,59113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,782$1.3M<0.01%-6,31613F-HRTimeline
Future Fund LLC30,970$1.27M0.45%+6,19513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC30,940$1.27M0.02%+11,71513F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.30,789$1.26M0.01%-13413F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd30,438$1.25M0.03%-34,76613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,482$1.25M<0.01%-1,86313F-HRTimelineGroup
Credit Capital Investments LLC30,000$1.23M1.37%013F-HRTimeline
CULLINAN ASSOCIATES INC29,000$1.19M0.08%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.28,904$1.19M0.01%-32,17813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,500$1.17M<0.01%-5,14913F-HRTimelineGroup
&PARTNERS27,633$1.13M0.01%-6,70813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC27,292$1.12M0.02%+1,11313F-HRTimeline
Graham Capital Management, L.P.26,903$1.1M0.04%-24,61913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/26,932$1.1M0.43%-3,34513F-HRTimelineGroup
Caprock Group, LLC26,971$1.09M0.03%13F-HRTimeline
PINNACLE ASSOCIATES LTD26,555$1.09M0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC25,692$1.05M0.06%013F-HRTimeline
Northside Capital Management, LLC25,655$1.05M0.1%-17,10613F-HRTimeline
CONNABLE OFFICE INC25,409$1.04M0.1%013F-HRTimeline
Checchi Capital Advisers, LLC24,868$1.02M0.07%+28713F-HRTimeline
Greenwich Wealth Management LLC24,847$1.02M0.05%013F-HRTimeline
Net Worth Advisory Group24,726$1.01M0.29%-1,23413F-HRTimeline
Bleakley Financial Group, LLC24,299$996K0.02%+5,79313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth23,859$978K<0.01%+10213F-HRTimelineGroup
Blue Trust, Inc.23,783$975K0.01%+1,44913F-HRTimeline
CHICAGO TRUST Co NA23,221$952K0.13%+2,47813F-HRTimeline
SYON CAPITAL LLC23,097$947K0.05%+5,49413F-HRTimeline
Main Street Financial Solutions, LLC23,045$945K0.06%013F-HRTimeline
Cambridge Investment Research Advisors,…22,829$936K<0.01%+1,63313F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.22,789$934K0.21%+8,30013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC22,631$928K0.05%+2,15113F-HRTimeline
Solstein Capital, LLC22,647$926K0.42%+4,81313F-HRTimeline
Private Advisor Group, LLC21,493$881K<0.01%+1,32013F-HRTimeline
Lingohr Asset Management GmbH21,509$880K1.54%+1,62913F-HR/ATimeline
Walleye Capital LLCgroup of 2 filers holding21,307$874K-48,377Timeline
Massachusetts Wealth Management21,080$864K0.43%013F-HRTimeline
AlphaCore Capital LLC21,050$863K0.03%+18,97313F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding20,172$827K-6,214Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,027$821K0.01%+1,14013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC19,645$805K0.02%+97913F-HRTimeline
SkyView Investment Advisors, LLC19,617$804K0.1%+13013F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …19,639$802K<0.01%+8,29513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC19,353$793K0.14%+15613F-HRTimeline
PDS Planning, Inc19,305$792K0.05%+65013F-HRTimeline
TD Waterhouse Canada Inc.19,473$787K0.01%-52513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,846$773K0.01%+6,36713F-HRTimelineGroup
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…18,627$764K0.35%new13F-HRTimelineGroup
Prospera Financial Services Inc18,362$753K0.01%-7213F-HRTimeline
OneDigital Investment Advisors LLC17,575$721K0.01%+18713F-HRTimeline
Gallacher Capital Management LLC17,276$708K0.28%+1,55713F-HRTimeline
Gryphon Financial Partners LLC16,655$683K0.08%+4,23113F-HRTimeline
Versant Capital Management, Inc16,559$679K0.09%-53013F-HRTimeline
Harbour Capital Advisors, LLC16,205$663K0.14%new13F-HRTimeline
Farther Finance Advisors, LLC15,992$656K0.01%+2,27013F-HRTimeline
Valeo Financial Advisors, LLC15,725$645K0.01%+1,62313F-HRTimeline
Schonfeld Strategic Advisors LLC15,711$644K<0.01%new13F-HRTimeline
Waverly Advisors, LLC15,677$643K0.01%+11313F-HRTimeline
Clearstead Advisors, LLC15,571$638K0.01%013F-HRTimeline
Rehmann Capital Advisory Group15,570$638K0.03%-2,15413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,429$633K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC15,384$631K0.04%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,300$627K0.02%+4913F-HRTimelineGroup
SAGE RHINO CAPITAL LLC15,115$620K0.12%+2213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,930$612K0.02%013F-HRTimeline
Parallel Advisors, LLC14,905$611K0.01%+27113F-HRTimeline
Clarius Group, LLC14,896$611K0.04%-7,33113F-HRTimeline
First National Bank of Hutchinson14,802$607K0.32%+1,91913F-HRTimeline
B. Riley Wealth Advisors, Inc.14,724$604K0.03%-11,83613F-HRTimeline
Stonegate Investment Group, LLC14,518$595K0.01%+1,85913F-HRTimeline
Sivia Capital Partners, LLC14,379$590K0.17%+7913F-HRTimeline
Merit Financial Group, LLC14,345$588K0.01%+12013F-HR/ATimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD14,000$573K<0.01%-351,27113F-HRTimelineGroup
swisspartners Advisors Ltd14,000$573K0.47%013F-HRTimeline
Verition Fund Management LLC13,910$570K<0.01%-7,88313F-HRTimeline
SAX WEALTH ADVISORS, LLC13,804$566K0.03%+3013F-HRTimeline
LANARK FINANCIAL, INC.13,629$559K0.04%-4,85913F-HRTimeline
Legacy Financial Advisors, Inc.13,431$551K0.08%+70213F-HRTimeline
Cordatus Wealth Management LLC13,138$539K0.13%+7213F-HRTimeline
Dorsey & Whitney Trust CO LLC12,941$531K0.03%-5,84013F-HRTimeline
Cresset Asset Management, LLC12,855$527K<0.01%+13413F-HR/ATimeline
Bridgewater Advisors Inc.13,820$526K0.04%-60813F-HRTimeline
HB Wealth Management, LLC12,720$522K<0.01%+3,27313F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,707$521K0.01%+4,76013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,705$521K0.01%+31513F-HRTimeline
Quinn Opportunity Partners LLC12,617$517K0.04%013F-HRTimeline
Ninety One SA (Pty) Ltd12,516$511K0.02%new13F-HR/ATimeline
STUDIO INVESTMENT MANAGEMENT LLC12,375$507K0.1%-76613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,339$506K0.02%-1,08513F-HRTimelineGroup
LEUTHOLD GROUP, LLC12,323$505K0.06%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.12,321$505K0.06%-20713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,133$497K<0.01%+9,52813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,984$491K0.02%+83513F-HRTimelineGroup
Seed Wealth Management, Inc.11,945$490K0.34%-30013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,854$486K0.01%-2013F-HRTimeline
Quantum Portfolio Management LLC11,718$480K0.14%013F-HRTimeline
FDx Advisors, Inc.12,301$472K0.14%-85613F-HRTimeline
Aprio Wealth Management, LLC11,381$467K0.05%+2,00313F-HRTimeline
American Trust Investment Advisors, LLC11,295$463K0.24%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,164$458K0.01%+1,03013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC11,157$457K<0.01%+5,03413F-HR/ATimelineGroup
Mesirow Financial Investment Management…11,146$457K0.01%+1,74113F-HRTimeline
Steward Partners Investment Advisory, L…11,136$457K<0.01%+64813F-HRTimeline
Knights of Columbus Asset Advisors LLC11,116$456K0.03%+1,77513F-HRTimeline
Oslo Pensjonsforsikring AS11,147$456K0.07%013F-HRTimeline
Brucke Financial, Inc.11,877$456K0.27%-6,98913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC11,100$455K0.1%+44913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC11,053$453K0.02%+1,35713F-HRTimelineGroup
Mountain Hill Investment Partners Corp.11,000$451K0.4%013F-HRTimeline
Venturi Wealth Management, LLC10,984$450K0.02%+1,03713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,865$445K0.01%013F-HRTimelineGroup
DAVENPORT & Co LLC10,863$445K<0.01%+1,62013F-HRTimeline
D'Orazio & Associates, Inc.10,784$442K0.06%-5113F-HRTimeline
Dynamic Technology Lab Private Ltd10,736$440K0.07%new13F-HRTimeline
SYNOVUS FINANCIAL CORP10,661$437K0.01%-52513F-HRTimeline
Sage Mountain Advisors LLC10,638$436K0.02%+4713F-HRTimeline
M.E. ALLISON & CO., INC.10,560$433K0.3%-1,10013F-HRTimeline
Investors Research Corp10,311$423K0.08%-80713F-HRTimeline
Smartleaf Asset Management LLC10,125$418K0.03%+2,44613F-HRTimeline
Impact Capital Partners LLC10,182$417K0.13%+18813F-HRTimeline
Optas, LLC10,108$414K0.07%+16013F-HRTimeline
HRT FINANCIAL LP9,995$409K<0.01%-7,25913F-HRTimeline
D.A. DAVIDSON & CO.9,926$407K<0.01%+2413F-HRTimeline
Covenant Partners, LLC9,908$406K0.12%013F-HRTimeline
Arkadios Wealth Advisors9,877$405K0.01%+30113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,593$392K0.02%+79713F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,342$383K<0.01%+1,90913F-HRTimelineGroup
Keel Point, LLC9,316$382K0.02%-17213F-HRTimeline
Wedmont Private Capital9,311$381K0.01%+7113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,225$378K0.01%+43113F-HRTimeline
PARK NATIONAL CORP /OH/9,178$376K0.01%+1,38913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,101$373K<0.01%-43,24813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL9,066$372K<0.01%+1913F-HRTimeline
Summit Trail Advisors, LLC8,902$365K0.01%+1,99413F-HRTimeline
West Family Investments, Inc.8,787$360K0.08%+1,97713F-HRTimeline
Compton Wealth Advisory Group, LLC8,780$360K0.08%013F-HRTimeline
Five Oceans Advisors8,767$359K0.13%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,758$359K<0.01%+45613F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,759$359K<0.01%+2,19313F-HRTimelineGroup
GeoWealth Management, LLC8,708$357K0.01%+3,37013F-HRTimeline