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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

685 managers (696 13F filers) reported a position in UBS shares at 2025-12-31, 1,331,586,653 shares in all. 90 filers opened a position and 46 filers sold out during the quarter.

Managers
685
13F filers
696
New
90
Added
247
Reduced
197
Sold out
46
Shares held by filers
1,331,586,653

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EQUITABLE TRUST CO73,638$3.41M0.15%-53013F-HRTimeline
OSSIAM71,521$3.34M0.07%+1,61613F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP71,754$3.32M1.03%-13,57413F-HRTimeline
LANDESBANK BADEN-WUERTTEMBERG70,440$3.3M0.6%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…70,542$3.27M<0.01%+4,95913F-HR/ATimelineGroup
GROUP ONE TRADING LLC70,074$3.25M0.1%-39,46813F-HRTimeline
Altman Advisors, Inc.69,964$3.24M1.22%-1,80813F-HRTimeline
CHOREO, LLC69,586$3.24M0.04%+1,45313F-HRTimeline
Alaethes Wealth, LLC69,726$3.23M0.91%-33113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC69,553$3.22M0.03%-13,52413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC67,661$3.13M0.03%+13,77913F-HRTimelineGroup
Permanent Capital Management, LP67,470$3.12M0.61%-1,85713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.65,141$3.02M0.04%-3,62313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advisors Capital Management, LLC64,963$3.01M0.04%+4,27113F-HRTimeline
Trivant Custom Portfolio Group, LLC64,279$2.98M1.71%-19013F-HRTimeline
Runnymede Capital Advisors, Inc.64,279$2.98M1.71%new13F-HRTimeline
Bleakley Financial Group, LLC64,240$2.97M0.05%+39,94113F-HRTimeline
NewEdge Advisors, LLC63,920$2.96M0.01%+10,48313F-HRTimeline
Orca Wealth Management, LLC60,138$2.87M2.06%+16013F-HRTimeline
Wealth Alliance Advisory Group, LLC61,485$2.85M0.49%-1,19013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC60,399$2.82M0.88%+4,39113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC60,581$2.81M<0.01%-25713F-HRTimelineGroup
Man Group plcin group Man Group plc59,063$2.74M0.01%new13F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.57,569$2.67M0.19%-1,78713F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW56,451$2.63M0.38%-81813F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP56,356$2.61M0.03%-4813F-HRTimelineGroup
Legacy Wealth Asset Management, LLC54,604$2.53M0.62%-3,36213F-HRTimeline
SIMPLEX TRADING, LLC53,030$2.46M0.07%-56,91813F-HRTimeline
Gator Capital Management, LLC52,430$2.43M0.5%+2,58013F-HRTimeline
IEQ CAPITAL, LLC52,412$2.43M0.01%+1,79613F-HRTimeline
Andra AP-fonden65,164$2.41M0.03%new13F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC51,749$2.4M0.99%-1,91013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd51,415$2.38M0.03%-2,76813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth51,287$2.38M<0.01%+27,42813F-HRTimelineGroup
CIM, LLC49,763$2.31M0.3%-5,69313F-HRTimeline
Vise Technologies, Inc.48,911$2.27M0.04%-19,46613F-HRTimeline
GREENLEAF TRUST48,731$2.26M0.02%-17013F-HRTimeline
Advisors Asset Management, Inc.47,595$2.2M0.04%+7,82513F-HR/ATimeline
Stamos Capital Partners, L.P.46,679$2.16M0.35%-5,83913F-HRTimeline
Qtron Investments LLC46,013$2.15M0.28%+7,74913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC45,827$2.12M0.03%+14,88713F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC45,665$2.12M0.02%013F-HRTimeline
1832 Asset Management L.P.45,500$2.11M<0.01%+13,10013F-HRTimeline
Abacus Wealth Partners, LLC44,536$2.06M0.2%new13F-HRTimeline
Ethic Inc.44,391$2.06M0.03%+7,11313F-HRTimeline
Quantbot Technologies LP43,829$2.03M0.07%new13F-HRTimeline
Sanctuary Advisors, LLC43,034$1.99M0.01%+5,80013F-HRTimeline
CAPITAL INTERNATIONAL SARLin group Capital International Investo…42,498$1.98M0.03%013F-HRTimelineGroup
Compound Planning, Inc.41,632$1.93M0.06%+2,95313F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding41,114$1.92M+4,148Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,387$1.92M<0.01%+5,52213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC41,308$1.91M0.04%+1,50313F-HRTimeline
Atria Investments, Inc41,085$1.9M0.02%+2,12213F-HRTimeline
RHUMBLINE ADVISERS40,220$1.86M<0.01%-1,65113F-HRTimeline
Legacy Capital Group California, Inc.39,471$1.83M0.44%+23913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,364$1.82M<0.01%-2,26213F-HRTimelineGroup
Ballentine Partners, LLC38,653$1.79M0.03%-1,32013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC37,442$1.75M<0.01%+30,69913F-HRTimeline
Sequoia Financial Advisors, LLC37,559$1.74M0.01%-1,79713F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP37,169$1.72M0.17%-67,55913F-HRTimeline
Baker Ellis Asset Management LLC37,150$1.72M0.21%-5,60013F-HRTimeline
NorthCoast Asset Management LLC35,354$1.64M0.04%-12,69813F-HRTimeline
Kathmere Capital Management, LLC35,170$1.63M0.11%+17113F-HRTimeline
Snowden Capital Advisors LLC35,142$1.63M0.04%+28413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,117$1.63M<0.01%+3,33513F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)34,350$1.59M0.01%-15013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding33,312$1.54M-99,437Timeline
Henshaw Capital LLC33,267$1.54M0.06%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,883$1.52M<0.01%+4,38313F-HR/ATimelineGroup
SOL Capital Management CO32,580$1.51M0.14%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding32,493$1.5M+11,186Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,798$1.47M<0.01%+1,31613F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.31,697$1.47M0.02%+90813F-HRTimelineGroup
Farther Finance Advisors, LLC31,549$1.46M0.02%+15,55713F-HRTimeline
BAILARD, INC.31,157$1.44M0.03%-1,13213F-HRTimeline
PINNACLE ASSOCIATES LTD30,632$1.42M0.02%+4,07713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC30,080$1.39M0.02%+2,78813F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…29,854$1.38M0.08%new13F-HRTimelineGroup
Schonfeld Strategic Advisors LLC29,426$1.36M0.01%+13,71513F-HRTimeline
Caprock Group, LLC29,222$1.35M0.03%+2,25113F-HRTimeline
CULLINAN ASSOCIATES INC29,000$1.34M0.09%013F-HRTimeline
Future Fund LLC27,253$1.26M0.4%-3,71713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.26,301$1.22M0.14%13F-HRTimeline
JFS WEALTH ADVISORS, LLC25,692$1.19M0.07%013F-HRTimeline
Northside Capital Management, LLC25,655$1.19M0.1%013F-HRTimeline
CONNABLE OFFICE INC25,409$1.18M0.11%013F-HRTimeline
Private Advisor Group, LLC25,399$1.18M0.01%+3,90613F-HRTimeline
XPONANCE LLC25,011$1.17M0.01%new13F-HRTimeline
Greenwich Wealth Management LLC24,847$1.15M0.05%013F-HRTimeline
&PARTNERS24,719$1.14M0.01%-2,91413F-HRTimeline
Blue Trust, Inc.24,574$1.14M0.01%+79113F-HRTimeline
U S GLOBAL INVESTORS INC24,500$1.13M0.12%new13F-HRTimeline
Checchi Capital Advisers, LLC23,866$1.11M0.08%-1,00213F-HRTimeline
Havemeyer Place LP23,425$1.08M0.21%13F-HRTimeline
CHICAGO TRUST Co NA22,940$1.06M0.17%-28113F-HRTimeline
Main Street Financial Solutions, LLC22,916$1.06M0.08%-12913F-HRTimeline
Solstein Capital, LLC22,647$1.05M0.42%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,405$1.04M0.01%+2,37813F-HRTimelineGroup
Sivia Capital Partners, LLC22,206$1.03M0.21%+7,82713F-HRTimeline
SYON CAPITAL LLC21,959$1.02M0.05%-1,13813F-HRTimeline
Brooklyn Investment Group21,514$1M0.05%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding21,382$990K-235,438Timeline
Cambridge Investment Research Advisors,…21,353$989K<0.01%-1,47613F-HRTimeline
Massachusetts Wealth Management21,080$976K0.45%013F-HRTimeline
Themes Management Co LLC20,311$941K0.75%13F-HRTimeline
TD Waterhouse Canada Inc.20,123$932K0.01%+65013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/19,927$931K0.37%-7,00513F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC19,905$922K0.02%+26013F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …19,595$913K<0.01%-4413F-HRTimeline
Rehmann Capital Advisory Group19,659$910K0.05%+4,08913F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…19,656$910K0.13%new13F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC19,535$905K<0.01%new13F-HRTimelineGroup
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.19,384$904K0.19%13F-HRTimelineGroup
Gryphon Financial Partners LLC19,505$903K0.1%+2,85013F-HRTimeline
SkyView Investment Advisors, LLC19,332$895K0.11%-28513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC19,048$882K0.14%-30513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…18,875$874K0.01%+2913F-HRTimelineGroup
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…18,627$863K0.41%013F-HRTimelineGroup
PDS Planning, Inc18,522$858K0.06%-78313F-HRTimeline
Prospera Financial Services Inc18,246$845K0.01%-11613F-HRTimeline
Versant Capital Management, Inc18,208$843K0.11%+1,64913F-HRTimeline
AlphaCore Capital LLC17,958$832K0.02%-3,09213F-HRTimeline
Net Worth Advisory Group17,895$829K0.17%-6,83113F-HRTimeline
OneDigital Investment Advisors LLC17,144$794K0.01%-43113F-HRTimeline
Valeo Financial Advisors, LLC16,786$777K0.02%+1,06113F-HRTimeline
Impact Capital Partners LLC16,753$776K0.23%+6,57113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,711$774K<0.01%+1,28213F-HRTimelineGroup
Harbour Capital Advisors, LLC16,140$760K0.15%-6513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,368$758K0.03%+1,06813F-HRTimelineGroup
Basecamp Wealth Advisors LLC16,353$757K0.16%13F-HRTimeline
Waverly Advisors, LLC16,348$757K0.01%+67113F-HRTimeline
Root Financial Partners, LLC16,187$750K0.04%+80313F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL15,928$743K0.11%-37,95013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,893$736K0.01%+3,18813F-HRTimeline
Empirical Financial Services, LLC d.b.a…15,884$736K0.01%+3,17713F-HRTimeline
Global Retirement Partners, LLC15,814$732K0.01%+10,22713F-HRTimeline
Parallel Advisors, LLC15,646$725K0.01%+74113F-HRTimeline
Clearstead Advisors, LLC15,571$721K0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC15,531$719K0.04%+2,59013F-HRTimeline
Wealthspire Advisors, LLC15,481$717K0.01%+9,83413F-HRTimeline
Beverly Hills Private Wealth, LLC15,478$717K0.12%-17,31413F-HR/ATimeline
Clarius Group, LLC15,199$704K0.04%+30313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,083$698K0.01%+3,91913F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding15,051$697K-5,121Timeline
Winning Points Advisors, LLC39,780$695K0.74%13F-HRTimeline
Credit Capital Investments LLC15,000$695K0.65%-15,00013F-HRTimeline
Gallacher Capital Management LLC14,950$692K0.27%-2,32613F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,930$691K0.03%013F-HRTimeline
First National Bank of Hutchinson14,790$685K0.4%-1213F-HRTimeline
HB Wealth Management, LLC14,677$680K<0.01%+1,95713F-HRTimeline
Bridgewater Advisors Inc.14,205$674K0.04%+38513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC14,500$672K0.09%-8,13113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…14,463$670K<0.01%+5,12113F-HRTimelineGroup
NewEdge Wealth, LLC14,355$665K0.01%+7,50413F-HRTimeline
SAGE RHINO CAPITAL LLC14,214$658K0.12%-90113F-HRTimeline
Cresset Asset Management, LLC14,089$653K<0.01%+1,23413F-HRTimeline
swisspartners Advisors Ltd14,000$652K0.47%013F-HRTimeline
SAX WEALTH ADVISORS, LLC13,990$648K0.03%+18613F-HRTimeline
B. Riley Wealth Advisors, Inc.13,664$633K0.03%-1,06013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,586$629K<0.01%+2,42913F-HRTimelineGroup
Legacy Financial Advisors, Inc.13,584$629K0.09%+15313F-HRTimeline
HRT FINANCIAL LP13,568$628K<0.01%+3,57313F-HRTimeline
Merit Financial Group, LLC13,558$628K0.01%-78713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,500$625K0.02%+1,51613F-HRTimelineGroup
DAVENPORT & Co LLC13,429$622K<0.01%+2,56613F-HRTimeline
LANARK FINANCIAL, INC.13,210$612K0.05%-41913F-HRTimeline
Cordatus Wealth Management LLC12,737$590K0.14%-40113F-HRTimeline
Quinn Opportunity Partners LLC12,617$584K0.03%013F-HRTimeline
Ninety One SA (Pty) Ltd12,516$584K0.03%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC12,600$583K0.11%+1,50013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.12,510$579K0.06%+18913F-HRTimeline
EP Wealth Advisors, LLC12,494$579K<0.01%13F-HRTimeline
LEUTHOLD GROUP, LLC12,341$572K0.06%+1813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,277$569K0.02%-6213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…12,139$562K0.01%+1,27413F-HRTimelineGroup
Venturi Wealth Management, LLC12,075$559K0.02%+1,09113F-HRTimeline
Quantum Portfolio Management LLC11,718$543K0.24%013F-HRTimeline
Smartleaf Asset Management LLC11,654$542K0.02%+1,52913F-HRTimeline
Seed Wealth Management, Inc.11,695$542K0.37%-25013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC11,512$533K0.1%-86313F-HRTimeline
TRUST POINT INC.11,420$529K0.04%+2,88813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,419$529K0.01%-43513F-HRTimeline
EJMK Ventures LLC11,398$528K0.32%13F-HRTimeline
Aprio Wealth Management, LLC11,365$526K0.03%-1613F-HRTimeline
American Trust Investment Advisors, LLC11,295$523K0.28%013F-HRTimeline
GeoWealth Management, LLC11,269$522K0.02%+2,56113F-HRTimeline
Oslo Pensjonsforsikring AS11,147$520K0.08%013F-HRTimeline
New Republic Capital, LLC11,216$519K0.14%new13F-HRTimeline
Knights of Columbus Asset Advisors LLC11,116$515K0.03%013F-HRTimeline
Roundview Capital LLC11,062$512K0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…10,834$502K<0.01%-30213F-HRTimeline
D'Orazio & Associates, Inc.10,784$499K0.06%013F-HRTimeline
D.A. DAVIDSON & CO.10,719$496K<0.01%+79313F-HRTimeline
Sage Mountain Advisors LLC10,686$495K0.03%+4813F-HRTimeline
Indivisible Partners10,639$493K0.05%13F-HRTimeline
M.E. ALLISON & CO., INC.10,560$489K0.33%013F-HRTimeline
Brucke Financial, Inc.10,472$485K0.27%-1,40513F-HRTimeline
BLAIR WILLIAM & CO/IL10,264$475K<0.01%+1,19813F-HRTimeline
Optas, LLC10,203$473K0.07%+9513F-HRTimeline
Wedmont Private Capital9,920$469K0.02%+60913F-HRTimeline