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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

750 managers (767 13F filers) reported a position in UBS shares at 2026-06-30, 1,272,912,036 shares in all. 137 filers opened a position and 57 filers sold out during the quarter.

Managers
750
13F filers
767
New
137
Added
278
Reduced
225
Sold out
57
Shares held by filers
1,272,912,036

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Aaron Wealth Advisors LLC10,060$499K0.03%+1,12213F-HRTimeline
Roundview Capital LLC10,022$497K0.03%-4013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,021$497K<0.01%+29413F-HRTimelineGroup
Kingsview Wealth Management, LLC10,019$497K0.01%+1,08613F-HRTimeline
VIKING FUND MANAGEMENT LLC10,000$496K0.04%-7,00013F-HRTimeline
Hirtle & Co., LLC9,986$495K0.02%new13F-HRTimeline
West Family Investments, Inc.9,606$476K0.14%+4,04813F-HRTimeline
EP Wealth Advisors, LLC9,578$475K<0.01%+3,07613F-HRTimeline
OSSIAM9,549$474K0.01%-2,51113F-HRTimeline
ANCHYRA PARTNERS LLC9,564$474K0.11%+47413F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,488$470K0.01%-134,09613F-HRTimeline
Caitong International Asset Management …9,476$470K0.06%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,312$462K<0.01%-37013F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC9,189$455K0.01%-36,47613F-HRTimeline
PUREfi Wealth, LLC9,178$455K0.25%+81413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,172$455K0.01%-36,34313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,159$454K0.01%+1,88613F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co9,013$447K<0.01%-2413F-HRTimelineGroup
Credit Capital Investments LLC9,000$446K0.26%-1,00013F-HRTimeline
MATHER GROUP, LLC.8,967$444K<0.01%-20813F-HRTimeline
Florida Trust Wealth Management Co8,953$444K0.01%+78713F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …8,940$443K<0.01%-1,66913F-HRTimeline
FOCUSED ALPHA, LLC8,892$441K0.11%+11913F-HRTimeline
Greenspring Advisors, LLC8,881$440K0.02%+1,56513F-HRTimeline
Wedmont Private Capital8,450$440K0.01%-98313F-HRTimeline
LVW Advisors, LLC8,815$437K0.04%new13F-HRTimeline
Compton Wealth Advisory Group, LLC8,780$437K0.09%013F-HRTimeline
Five Oceans Advisors8,767$434K0.14%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,764$434K<0.01%-35813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL8,667$430K<0.01%+7013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…8,461$420K<0.01%+1,46413F-HRTimelineGroup
Werba Rubin Papier Wealth Management8,314$412K0.05%-12813F-HRTimeline
NewEdge Wealth, LLC8,234$408K<0.01%+1,21113F-HRTimeline
Avior Wealth Management, LLC8,159$404K0.01%-1,54413F-HRTimeline
Allworth Financial LP8,157$404K<0.01%-92813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,140$403K<0.01%-1,98613F-HRTimelineGroup
Perigon Wealth Management, LLC8,068$400K0.01%-18213F-HRTimeline
Investors Research Corp8,036$398K0.07%013F-HRTimeline
New Republic Capital, LLC7,972$395K0.09%+82113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,958$394K0.03%-1,78713F-HRTimeline
Wealthspire Advisors, LLC7,919$392K<0.01%+1,44313F-HRTimeline
Collaborative Fund Advisors, LLC7,895$391K0.23%+1,45413F-HRTimeline
Mattson Financial Services, LLC7,298$390K0.08%-10613F-HRTimeline
Calydon Capital7,694$381K0.06%013F-HRTimeline
BRIGHTON JONES LLC7,607$377K0.01%+55413F-HRTimeline
Traveka Wealth, LLC7,500$372K0.12%013F-HRTimeline
Fullerton Fund Management Co Ltd.7,327$364K0.02%new13F-HRTimeline
Westover Capital Advisors, LLC7,300$362K0.06%013F-HRTimeline
Cromwell Holdings LLC7,242$359K0.16%013F-HRTimeline
Knights of Columbus Asset Advisors LLC7,223$358K0.02%-3,89313F-HRTimeline
PRIVATE TRUST CO NA7,185$356K0.03%+6,55013F-HRTimeline
NATURAL INVESTMENTS, LLC7,171$355K0.08%new13F-HRTimeline
55 North Private Wealth, LLC7,162$355K0.07%new13F-HRTimeline
Dynamic Technology Lab Private Ltd7,054$350K0.08%new13F-HRTimeline
Zhang Financial LLC7,061$350K0.01%013F-HRTimeline
Ninety One SA (Pty) Ltd7,000$348K0.02%-4,27213F-HRTimeline
SEVEN MILE ADVISORY6,980$346K0.23%+24313F-HRTimeline
Marks Group Wealth Management, Inc6,941$344K0.03%new13F-HRTimeline
Athena Wealth Management, LLC6,908$342K0.25%+64413F-HRTimeline
Brown Financial Advisors6,844$339K0.12%-13713F-HRTimeline
Columbia Asset Management6,798$337K0.06%-20013F-HRTimeline
AE Wealth Management LLC6,666$330K<0.01%new13F-HRTimeline
Havemeyer Place LP6,637$329K0.03%-32,57913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,622$328K0.02%+38113F-HRTimelineGroup
Keel Point, LLC6,613$328K0.02%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC6,531$324K0.04%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,501$322K0.02%new13F-HRTimeline
Centurion Wealth Management LLC6,500$322K0.08%013F-HRTimeline
Facet Wealth, Inc.6,476$321K<0.01%new13F-HRTimeline
Foster Group, Inc.6,458$320K0.01%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC6,415$318K0.02%-1,24613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,363$315K0.03%+313F-HRTimelineGroup
Coppell Advisory Solutions LLC509$308K0.03%new13F-HRTimeline
Simplicity Wealth,LLC6,164$305K0.01%new13F-HRTimeline
First City Capital Management, Inc.6,158$305K0.15%-30613F-HRTimeline
Sunpointe, LLC6,144$304K0.09%013F-HRTimeline
Granite Group Advisors, LLC6,104$303K0.18%013F-HRTimeline
Savvy Advisors, Inc.6,059$300K0.01%new13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC6,054$300K0.02%+77013F-HRTimeline
Portside Wealth Group, LLC6,054$300K0.04%new13F-HRTimeline
SCS Capital Management LLC6,045$300K<0.01%+21413F-HRTimeline
Greykasell Wealth Strategies, Inc.6,044$300K0.11%013F-HRTimeline
Gotham Asset Management, LLC6,021$298K<0.01%013F-HRTimeline
Integrated Investment Consultants, LLC5,981$296K0.06%013F-HRTimeline
EJMK Ventures LLC5,979$296K0.13%-2,47613F-HRTimeline
Soltis Investment Advisors LLC5,976$296K0.02%-23813F-HRTimeline
Simmons Bankin group Simmons Bank5,949$295K0.02%-45013F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP5,923$294K<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC5,904$293K0.01%-141,32013F-HRTimelineGroup
Venture Visionary Partners LLC5,827$289K0.01%new13F-HRTimeline
Aspen Grove Capital, LLC5,798$287K0.04%new13F-HRTimeline
PICTET BANK & TRUST Ltd5,758$286K0.31%013F-HRTimeline
MONECO ADVISORS, LLC5,722$284K0.02%+39513F-HRTimeline
Focus Financial Network, Inc.5,720$283K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,704$283K<0.01%+11813F-HRTimeline
Arkadios Wealth Advisors5,688$282K<0.01%-4,98813F-HRTimeline
Welch & Forbes LLC5,660$281K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA5,655$280K0.13%013F-HRTimeline
AIRE ADVISORS, LLC5,647$280K0.05%013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,642$280K0.01%+4813F-HRTimeline
Prime Capital Investment Advisors, LLC5,584$277K<0.01%-46313F-HRTimeline
PCM Encore, LLC5,508$273K0.05%+22613F-HRTimeline
Brucke Financial, Inc.5,503$273K0.12%-7413F-HRTimeline
COZAD ASSET MANAGEMENT INC5,463$271K0.02%+7513F-HRTimeline
World Investment Advisors6,750$271K<0.01%-1,38613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,411$268K<0.01%new13F-HRTimelineGroup
Permanens Capital L.P.5,399$268K0.03%new13F-HRTimeline
denkapparat Operations GmbH5,388$267K0.09%new13F-HRTimeline
Glen Eagle Advisors, LLC5,353$265K0.03%+7113F-HRTimeline
Texas Capital Bank Wealth Management Se…5,281$262K0.01%013F-HRTimeline
Interchange Capital Partners, LLC5,258$261K0.05%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,225$259K0.07%-47513F-HRTimeline
Ausdal Financial Partners, Inc.5,211$258K0.01%new13F-HRTimeline
WEALTH ALLIANCE, LLC5,181$257K0.02%new13F-HRTimeline
Financial Engines Advisors L.L.C.5,132$254K<0.01%new13F-HRTimeline
Advisory Services Network, LLC5,121$254K<0.01%-24313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,082$252K<0.01%-257,10113F-HRTimelineGroup
Capula Management Ltdin group Capula Management Ltd5,032$249K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Syverson Strege & Co5,021$249K0.05%-32813F-HRTimeline
Tranquilli Financial Advisor LLC5,008$248K0.13%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,003$248K0.02%new13F-HRTimelineGroup
Madson Wealth Advisors Inc5,000$248K0.17%new13F-HRTimeline
SYM FINANCIAL Corp4,982$247K0.02%new13F-HRTimeline
Sowell Financial Services LLC4,965$246K0.01%new13F-HRTimeline
Financial Perspectives, Inc4,894$243K0.06%013F-HRTimeline
Capital Investment Advisors, LLC4,879$242K<0.01%new13F-HRTimeline
SEEDS INVESTOR LLC4,875$242K0.02%new13F-HRTimeline
Cheviot Value Management, LLC4,869$241K0.02%-25013F-HRTimeline
HUB Investment Partners, LLC4,863$241K<0.01%new13F-HRTimeline
Choate Investment Advisors4,854$241K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC4,830$239K0.01%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD4,823$239K<0.01%new13F-HRTimelineGroup
GRANVILLE CAPITAL, INC.4,803$238K0.11%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,790$237KnewTimeline
Independence Bank of Kentucky4,766$236K0.03%013F-HRTimeline
GDS Wealth Management4,741$235K0.01%new13F-HRTimeline
S Harris Financial Group, LLC4,700$233K0.18%new13F-HRTimeline
Curi Capital, LLC4,679$232K<0.01%new13F-HRTimeline
Convergence Financial, LLC4,660$231K0.02%new13F-HRTimeline
Crestwood Advisors Group, LLC4,651$230K<0.01%new13F-HRTimeline
PFG Investments, LLC4,637$230K0.01%new13F-HRTimeline
INTRUST BANK NA4,603$228K0.02%new13F-HRTimeline
PARK NATIONAL CORP /OH/4,595$228K0.01%-68313F-HRTimeline
J.W. COLE ADVISORS, INC.4,588$227K<0.01%new13F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…4,569$226K<0.01%-27,41313F-HRTimeline
American Trust4,502$223K0.02%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,490$223K0.01%-72813F-HRTimeline
Warren Street Wealth Advisors, LLC4,440$220K0.05%new13F-HRTimeline
Hilltop National Bank4,436$220K0.05%-41313F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,435$220K<0.01%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,412$219K<0.01%new13F-HRTimelineGroup
Klingman & Associates, LLC4,393$218K0.01%new13F-HRTimeline
JGP Wealth Management, LLC4,376$217K0.02%new13F-HRTimeline
Stonebrook Private Inc.4,314$214K0.04%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,313$214K<0.01%new13F-HRTimeline
Verdence Capital Advisors LLC4,271$212K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,252$211K0.02%new13F-HRTimeline
Stronghold Wealth Management L.L.C.4,183$207K0.28%new13F-HRTimeline
Pure Financial Advisors, LLC4,159$206K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC4,072$202K0.01%new13F-HRTimeline
Campbell Deegan Wealth Management, LLC4,064$201K0.14%new13F-HRTimeline
STG SECURITIES, LLC4,056$201K0.22%13F-HRTimeline
Asset Advisory Group, Inc.4,045$200K0.09%new13F-HRTimeline
Rosenberg Matthew Hamilton4,001$198K0.04%+1,33413F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,814$189K0.01%+6413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,525$175K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.3,493$173K<0.01%-413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Golden State Wealth Management, LLC3,212$159K0.01%+6813F-HRTimeline
IFP Advisors, Inc3,040$151K<0.01%-1613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,909$144K0.01%-26613F-HRTimeline
Owl Creek Wealth Partners LLC2,612$129K0.04%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,564$127K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC2,547$126K0.08%-2813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,529$125K<0.01%+21613F-HRTimelineGroup
PlanVest Financial, Inc2,096$104K0.07%013F-HRTimeline
Westside Investment Management, Inc.2,095$104K0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.2,000$99.1K0.06%013F-HRTimeline
GAMMA Investing LLC1,983$98.3K<0.01%+37213F-HRTimeline
Salomon & Ludwin, LLC1,871$93K0.01%+57413F-HRTimeline
Continuum Advisory, LLC1,849$91.6K0.01%new13F-HRTimeline
Lavaca Capital LLC1,784$88.4K0.01%+1,32413F-HRTimeline
Berbice Capital Management LLC1,700$84.3K0.04%013F-HRTimeline
Parkside Financial Bank & Trust1,652$81.9K0.01%+13913F-HRTimeline
First Command Advisory Services, Inc.1,613$79.9K<0.01%+1,51513F-HRTimeline
Silver Grove Financial Group, Inc.1,609$79.7K0.04%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,604$79.5K<0.01%+25013F-HRTimeline
Wilmington Savings Fund Society, FSB1,590$78.8K<0.01%013F-HRTimeline
Larson Financial Group LLC1,489$73.8K<0.01%+32013F-HRTimeline
NFSG Corp1,425$70.6K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,284$63.6K0.02%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,227$60.8K<0.01%+66813F-HRTimeline
Cornerstone Planning Group LLC1,137$59.9K0.01%-613F-HRTimeline
Ares Financial Consulting, LLC1,130$56K0.04%013F-HRTimeline
SHP Wealth Management1,077$53.4K<0.01%+11413F-HRTimeline
Federation des caisses Desjardins du Qu…1,060$52.5K<0.01%-6013F-HRTimeline
SJS Investment Consulting Inc.1,057$52.4K0.01%+60613F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,033$51.2K0.01%new13F-HRTimelineGroup
Community Bank, N.A.1,000$49.6K0.01%013F-HRTimeline
BAYBAN1,000$49.6K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC999$49.5K<0.01%-1,20813F-HRTimelineGroup