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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

676 managers (688 13F filers) reported a position in UBS shares at 2026-03-31, 1,152,031,891 shares in all. 84 filers opened a position and 94 filers sold out during the quarter.

Managers
676
13F filers
688
New
84
Added
251
Reduced
228
Sold out
94
Shares held by filers
1,152,031,891

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HIGHLAND CAPITAL MANAGEMENT, LLC83,961$3.28M0.17%-30013F-HRTimeline
Bleakley Financial Group, LLC80,450$3.14M0.05%+16,21013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/80,255$3.14M<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…80,207$3.13M<0.01%+9,66513F-HRTimelineGroup
SIGNATUREFD, LLC79,895$3.12M0.05%+8213F-HRTimeline
LANDESBANK BADEN-WUERTTEMBERG79,900$3.07M0.63%+9,46013F-HRTimeline
OLD MISSION CAPITAL LLC74,367$3.04M0.07%new13F-HRTimeline
Ethic Inc.76,099$2.97M0.05%+31,70813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA75,651$2.96M0.01%-20013F-HRTimelineGroup
HRT FINANCIAL LP75,306$2.94M0.01%+61,73813F-HRTimeline
GROUP ONE TRADING LLC75,092$2.93M0.1%+5,01813F-HRTimeline
EQUITABLE TRUST CO75,009$2.93M0.14%+1,37113F-HRTimeline
ARGA Investment Management, LP75,301$2.89M0.1%-17,91513F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL74,087$2.85M0.45%+58,15913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC72,782$2.84M0.02%+3,22913F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.72,621$2.84M0.19%+15,05213F-HRTimelineGroup
Permanent Capital Management, LP64,477$2.83M0.44%-2,99313F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP72,127$2.82M0.91%+37313F-HRTimeline
Stamos Capital Partners, L.P.70,376$2.75M0.43%+23,69713F-HRTimeline
Advisors Capital Management, LLC69,956$2.73M0.03%+4,99313F-HRTimeline
Alaethes Wealth, LLC69,843$2.73M0.79%+11713F-HRTimeline
IEQ CAPITAL, LLC69,672$2.72M0.01%+17,26013F-HRTimeline
Schonfeld Strategic Advisors LLC69,370$2.71M0.02%+39,94413F-HRTimeline
Integrated Wealth Concepts LLC69,282$2.71M0.02%+64,46513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA70,235$2.7M0.06%+65,38813F-HRTimelineGroup
CHOREO, LLC69,065$2.7M0.03%-52113F-HRTimeline
IMC-Chicago, LLC67,609$2.64M0.04%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO67,377$2.63M0.48%-28,14113F-HRTimeline
Groupe la Francaisein group Groupe la Francaise66,548$2.55M0.04%-19,86713F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC64,462$2.52M1.38%+18313F-HRTimeline
Altman Advisors, Inc.63,194$2.47M1.02%-6,77013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC62,889$2.44M<0.01%+57,68513F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC60,960$2.38M0.38%-52513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.60,840$2.35M0.03%-148,50913F-HRTimelineGroup
Orca Wealth Management, LLC59,800$2.34M1.66%-33813F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC58,794$2.3M0.45%-22,99813F-HRTimelineGroup
OPAL CAPITAL LLC58,794$2.3M0.41%-23,48213F-HRTimeline
Vise Technologies, Inc.48,911$2.27M0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC56,831$2.22M0.01%+19,27213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth55,049$2.18M<0.01%+3,76213F-HRTimelineGroup
South Shore Capital Advisors56,737$2.17M1.59%new13F-HRTimeline
Bellecapital International Ltd.56,150$2.15M0.39%new13F-HR/ATimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW56,287$2.15M0.33%-16413F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd53,085$2.07M0.02%+1,67013F-HRTimelineGroup
Legacy Wealth Asset Management, LLC52,568$2.05M0.5%-2,03613F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC51,200$2M0.81%-54913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.51,008$1.99M0.03%-14,13313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…50,106$1.96M<0.01%+17,22313F-HRTimelineGroup
CIM, LLC50,095$1.96M0.28%+33213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,018$1.92M<0.01%+9,65413F-HRTimelineGroup
NewEdge Advisors, LLC47,677$1.86M0.01%-16,24313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,087$1.86M<0.01%-85,10313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC46,698$1.82M0.01%-20,96313F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC45,665$1.78M0.02%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd45,515$1.78M0.03%new13F-HRTimelineGroup
Advisors Asset Management, Inc.45,318$1.77M0.03%-2,27713F-HRTimeline
Clearstead Advisors, LLC45,249$1.77M0.02%+29,67813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …45,238$1.74M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC42,534$1.66M<0.01%+7,41713F-HRTimeline
Sanctuary Advisors, LLC42,271$1.65M0.01%-76313F-HRTimeline
Compound Planning, Inc.41,095$1.61M0.05%-53713F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding40,975$1.6M-139Timeline
CULLINAN ASSOCIATES INC40,407$1.58M0.13%+11,40713F-HRTimeline
Winning Points Advisors, LLC39,725$1.57M1.57%-5513F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO40,104$1.57M0.01%+23,39313F-HRTimelineGroup
RHUMBLINE ADVISERS39,597$1.55M<0.01%-62313F-HRTimeline
Ballentine Partners, LLC39,296$1.54M0.02%+64313F-HRTimeline
Havemeyer Place LP39,216$1.53M0.18%+15,79113F-HRTimeline
Abacus Wealth Partners, LLC37,369$1.46M0.13%-7,16713F-HRTimeline
Aquatic Capital Management LLC37,276$1.46M0.04%new13F-HRTimeline
Baker Ellis Asset Management LLC37,250$1.46M0.17%+10013F-HRTimeline
NorthCoast Asset Management LLC36,814$1.44M0.03%+1,46013F-HRTimeline
Kathmere Capital Management, LLC36,805$1.44M0.09%+1,63513F-HRTimeline
FACTORY MUTUAL INSURANCE CO36,545$1.43M0.02%-50,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,698$1.39M<0.01%+3,90013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC35,230$1.38M0.02%new13F-HRTimeline
Atria Investments, Inc34,683$1.36M0.02%-6,40213F-HRTimeline
Caprock Group, LLC34,308$1.34M0.03%+5,08613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/33,751$1.34M<0.01%-3,548,05013F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…34,188$1.33M0.08%+4,33413F-HRTimelineGroup
Snowden Capital Advisors LLC33,999$1.33M0.04%-1,14313F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)33,750$1.32M0.01%-60013F-HRTimelineGroup
Summit Trail Advisors, LLC33,025$1.29M0.02%+28,53613F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…31,982$1.25M<0.01%new13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.32,800$1.25M0.43%new13F-HRTimeline
Legacy Capital Group California, Inc.31,802$1.24M0.47%-7,66913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.31,469$1.23M0.01%-22813F-HRTimelineGroup
GREENLEAF TRUST31,046$1.21M0.01%-17,68513F-HRTimeline
BAILARD, INC.30,281$1.18M0.03%-87613F-HRTimeline
Brooklyn Investment Group29,114$1.14M0.04%+7,60013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding28,834$1.13M-4,478Timeline
COLDSTREAM CAPITAL MANAGEMENT INC28,492$1.11M0.01%-1,58813F-HRTimeline
Generali Investments CEE, investicni sp…28,866$1.11M0.06%new13F-HRTimeline
Farther Finance Advisors, LLC27,484$1.09M0.01%-4,06513F-HRTimeline
U S GLOBAL INVESTORS INC27,800$1.09M0.13%+3,30013F-HRTimeline
Future Fund LLC27,430$1.07M0.38%+17713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC27,325$1.07M0.02%-13,98313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…27,118$1.06M<0.01%+12,65513F-HRTimelineGroup
Private Advisor Group, LLC26,220$1.02M<0.01%+82113F-HRTimeline
GeoWealth Management, LLC25,874$1.01M0.04%+14,60513F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.27,520$1.01M0.18%new13F-HRTimeline
Henshaw Capital LLC25,815$1.01M0.04%-7,45213F-HRTimeline
Themes Management Co LLC25,660$1M0.62%+5,34913F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…25,629$1M0.15%+5,97313F-HRTimeline
&PARTNERS25,592$1000K<0.01%+87313F-HRTimeline
CONNABLE OFFICE INC25,143$982K0.1%-26613F-HRTimeline
Checchi Capital Advisers, LLC24,571$960K0.07%+70513F-HRTimeline
PINNACLE ASSOCIATES LTD24,478$956K0.01%-6,15413F-HRTimeline
Parallax Volatility Advisers, L.P.22,107$956K0.04%new13F-HRTimeline
GC Wealth Management RIA, LLC23,946$933K0.04%+14,82913F-HRTimeline
Blue Trust, Inc.23,858$932K0.01%-71613F-HRTimeline
JFS WEALTH ADVISORS, LLC23,592$922K0.05%-2,10013F-HRTimeline
Main Street Financial Solutions, LLC22,795$891K0.07%-12113F-HRTimeline
Qtron Investments LLC23,088$883K0.12%-22,92513F-HRTimeline
CHICAGO TRUST Co NA22,337$873K0.14%-60313F-HRTimeline
Solstein Capital, LLC22,647$870K0.36%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,235$869K0.02%+22,20013F-HRTimelineGroup
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.22,536$866K0.21%+3,15213F-HRTimelineGroup
Versant Capital Management, Inc22,132$865K0.09%+3,92413F-HRTimeline
Cambridge Investment Research Advisors,…22,000$860K<0.01%+64713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,976$859K0.01%-42913F-HRTimelineGroup
Gryphon Financial Partners LLC21,446$838K0.09%+1,94113F-HRTimeline
SYON CAPITAL LLC21,247$830K0.04%-71213F-HRTimeline
Massachusetts Wealth Management21,080$824K0.36%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.20,702$809K0.09%-5,59913F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,945$779K0.02%+4013F-HRTimeline
Rehmann Capital Advisory Group19,902$778K0.04%+24313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,605$766K0.02%+6,10513F-HR/ATimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/19,927$763K0.27%013F-HRTimelineGroup
Venturi Wealth Management, LLC19,502$762K0.03%+7,42713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO19,462$760K0.01%+12,62513F-HRTimeline
SkyView Investment Advisors, LLC19,431$759K0.1%+9913F-HRTimeline
Cresset Asset Management, LLC19,290$753K<0.01%+5,20113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC19,222$751K0.11%+17413F-HRTimeline
PDS Planning, Inc18,944$740K0.05%+42213F-HRTimeline
Pavaki Capital Management LLC19,000$730K0.51%new13F-HRTimeline
Verition Fund Management LLC18,328$716K0.01%new13F-HRTimeline
CenterStar Asset Management, LLC18,289$714K0.69%new13F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC18,087$707K<0.01%-1,44813F-HRTimelineGroup
Net Worth Advisory Group17,464$682K0.14%-43113F-HRTimeline
Climber Capital SA17,618$677K0.44%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,237$673K0.02%+86913F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC17,215$673K0.04%+1,68413F-HRTimeline
VIKING FUND MANAGEMENT LLC17,000$664K0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,987$664K0.01%+1,90413F-HRTimelineGroup
Impact Capital Partners LLC16,983$664K0.2%+23013F-HRTimeline
OneDigital Investment Advisors LLC16,861$659K0.01%-28313F-HRTimeline
HB Wealth Management, LLC16,630$650K<0.01%+1,95313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,597$648K<0.01%+3,01113F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC13,990$648K0.03%013F-HRTimeline
Basecamp Wealth Advisors LLC16,352$639K0.13%-113F-HRTimeline
Waverly Advisors, LLC16,290$636K<0.01%-5813F-HRTimeline
Parallel Advisors, LLC16,278$636K0.01%+63213F-HR/ATimeline
American Trust Investment Advisors, LLC16,260$635K0.35%+4,96513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…16,230$634K0.01%-2,64513F-HRTimelineGroup
XY Capital Ltd16,150$631K0.69%new13F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…16,086$628K0.46%-2,54113F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC15,872$620K0.06%+1,37213F-HRTimeline
Janney Montgomery Scott LLC15,056$588K<0.01%+5,25713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,040$588K0.01%-85313F-HRTimeline
Empirical Financial Services, LLC d.b.a…14,993$586K0.01%-89113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,930$583K0.02%013F-HRTimeline
Fideuram Asset Management (Ireland) dac18,438$581K0.07%new13F-HRTimeline
Sivia Capital Partners, LLC14,868$581K0.11%-7,33813F-HRTimeline
Bridgewater Advisors Inc.12,033$557K0.03%-2,17213F-HRTimeline
SAGE RHINO CAPITAL LLC14,244$557K0.1%+3013F-HRTimeline
DAVENPORT & Co LLC14,243$556K<0.01%+81413F-HRTimeline
Legacy Financial Advisors, Inc.14,222$556K0.08%+63813F-HRTimeline
Merit Financial Group, LLC13,924$544K<0.01%+36613F-HRTimeline
swisspartners Advisors Ltd14,000$535K0.34%013F-HRTimeline
TRUST POINT INC.13,638$533K0.05%+2,21813F-HRTimeline
Beacon Pointe Advisors, LLC13,506$528K<0.01%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments13,464$526K0.03%+7,19913F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …13,293$519K0.01%-1,75813F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.13,031$509K0.05%+52113F-HRTimeline
Beverly Hills Private Wealth, LLC12,955$506K0.08%-2,52313F-HRTimeline
Northside Capital Management, LLC12,823$501K0.04%-12,83213F-HRTimeline
Vigil Wealth Management, LLC12,700$496K0.4%new13F-HRTimeline
Quinn Opportunity Partners LLC12,617$493K0.03%013F-HRTimeline
Centiva Capital, LP12,589$492K0.02%new13F-HRTimeline
Sciencast Management LP12,531$490K0.06%new13F-HRTimeline
Smartleaf Asset Management LLC13,286$487K0.02%+1,63213F-HRTimeline
Nilsine Partners, LLC11,553$487K0.04%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,270$479K0.02%-713F-HRTimelineGroup
Aprio Wealth Management, LLC12,146$475K0.03%+78113F-HRTimeline
FDx Advisors, Inc.12,031$470K0.15%new13F-HRTimeline
LEUTHOLD GROUP, LLC11,983$468K0.05%-35813F-HRTimeline
First National Bank of Hutchinson11,890$465K0.3%-2,90013F-HRTimeline
My Portfolio Guide, LLC11,877$464K0.26%13F-HRTimeline
OSSIAM12,060$461K0.01%-59,46113F-HRTimeline
Quantum Portfolio Management LLC11,718$458K0.2%013F-HR/ATimeline
Seed Wealth Management, Inc.11,695$457K0.31%013F-HRTimeline
Root Financial Partners, LLC11,583$453K0.02%-4,60413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC11,553$451K0.1%-1,04713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC11,484$449K0.08%-2813F-HR/ATimeline
CWM, LLCin group CWM, LLC11,249$439K<0.01%+1,66813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP11,143$435K0.01%-27613F-HRTimeline
Knights of Columbus Asset Advisors LLC11,116$434K0.02%013F-HRTimeline
Ninety One SA (Pty) Ltd11,272$431K0.02%-1,24413F-HRTimeline
Steward Partners Investment Advisory, L…10,912$426K<0.01%+7813F-HRTimeline