Skip to content
Disclosery

UBS UBS GROUP AG

Follow

Stock (common), issuer CIK 1610520

563 managers (575 13F filers) reported a position in UBS shares at 2024-12-31, 1,413,792,502 shares in all. 58 filers opened a position and 54 filers sold out during the quarter.

Managers
563
13F filers
575
New
58
Added
208
Reduced
180
Sold out
54
Shares held by filers
1,413,792,502

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Central Pacific Bank - Trust Division7,600$230K0.03%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,453$226K<0.01%-82513F-HRTimelineGroup
WRAPMANAGER INC7,347$223K0.06%-42813F-HRTimeline
Cyndeo Wealth Partners, LLC7,346$223K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC7,306$222K<0.01%-4113F-HRTimelineGroup
Westover Capital Advisors, LLC7,300$221K0.05%013F-HRTimeline
Cromwell Holdings LLC7,242$220K0.13%013F-HRTimeline
Kingsview Wealth Management, LLC7,182$218K<0.01%new13F-HRTimeline
First City Capital Management, Inc.7,159$217K0.12%-513F-HRTimeline
SBI Securities Co., Ltd.7,040$213K0.01%13F-HRTimeline
Quantum Portfolio Management LLC7,029$213K0.11%new13F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,017$213K0.01%-9213F-HRTimelineGroup
Beacon Pointe Advisors, LLC7,006$212K<0.01%new13F-HRTimeline
RMR Wealth Builders6,980$212K0.02%013F-HR/ATimeline
Bayesian Capital Management, LP6,949$211K0.03%new13F-HRTimeline
Avior Wealth Management, LLC6,945$211K0.01%-6713F-HRTimeline
Gryphon Financial Partners LLC6,882$209K0.03%new13F-HRTimeline
Empower Advisory Group, LLC6,853$208K<0.01%-30013F-HRTimeline
Adero Partners, LLC6,778$206K0.01%new13F-HRTimeline
SG Americas Securities, LLC6,514$198K<0.01%new13F-HRTimeline
Allworth Financial LP5,528$192K<0.01%+33413F-HRTimeline
Glen Eagle Advisors, LLC5,970$181K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,862$178K<0.01%-49113F-HRTimelineGroup
Hexagon Capital Partners LLC5,585$169K0.03%+40813F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,226$158K<0.01%+97813F-HRTimeline
IFP Advisors, Inc5,219$158K0.01%+13813F-HRTimeline
Independence Bank of Kentucky5,075$154K0.02%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,950$150K0.14%013F-HRTimeline
Financial Perspectives, Inc4,894$148K0.05%013F-HRTimeline
Arax Advisory Partners4,366$132K0.01%+12113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,209$128K<0.01%-86713F-HRTimelineGroup
Golden State Wealth Management, LLC4,072$123K0.02%13F-HRTimeline
Bruce G. Allen Investments, LLC3,876$118K0.1%-11913F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,810$117K<0.01%+1,46313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,813$116K0.01%+5613F-HRTimeline
UMB Bank, n.a.3,711$113K<0.01%+20313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,450$106K0.03%013F-HRTimeline
Parallax Volatility Advisers, L.P.3,425$104K<0.01%-53,46213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,120$94.6K0.01%+50013F-HRTimeline
Steward Partners Investment Advisory, L…2,989$90.6K<0.01%+88713F-HRTimeline
Rosenberg Matthew Hamilton2,624$79.6K0.02%013F-HRTimeline
Sandy Spring Bank2,564$77.7K<0.01%013F-HRTimeline
Bayforest Capital Ltd2,535$76.9K0.1%13F-HRTimeline
Hilltop National Bank2,509$76.1K0.02%-6413F-HRTimeline
Global Retirement Partners, LLC2,362$71.6K<0.01%+26713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,142$69.6K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC2,230$67.6K<0.01%+48213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,105$63.8K<0.01%-42613F-HRTimeline
Activest Wealth Management2,000$61.2K0.02%+18313F-HRTimeline
Continuum Advisory, LLC2,009$60.9K0.01%+47713F-HRTimeline
WASHINGTON TRUST Co1,952$59.2K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC1,915$58.1K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,578$54.7K<0.01%-27713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,648$50K<0.01%-16,28113F-HRTimelineGroup
MATHER GROUP, LLC.1,645$49.9K<0.01%+1513F-HRTimeline
Parkside Financial Bank & Trust1,351$41K0.01%-3213F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,350$40.9K<0.01%new13F-HRTimeline
Versant Capital Management, Inc1,315$39.9K0.01%new13F-HRTimeline
CKW FINANCIAL GROUP1,200$36K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC1,184$35.9K<0.01%new13F-HRTimeline
Headlands Technologies LLC1,096$33.2K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.1,005$30.5K0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,000$30.3K<0.01%013F-HRTimeline
Community Bank, N.A.1,000$30.3K<0.01%013F-HRTimeline
McIlrath & Eck, LLC991$30K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.924$28K<0.01%013F-HRTimeline
Berbice Capital Management LLC900$27.3K0.02%13F-HRTimeline
GAMMA Investing LLC836$25.3K<0.01%+4313F-HRTimeline
First Horizon Advisors, Inc.808$24.5K<0.01%-8213F-HRTimeline
Key Financial Inc773$23.4K0.01%+31713F-HRTimeline
Rise Advisors, LLC725$22K0.01%013F-HRTimeline
Whipplewood Advisors, LLC716$21.7K0.01%13F-HRTimeline
Financial Management Professionals, Inc.619$18.8K<0.01%+13813F-HRTimeline
Federation des caisses Desjardins du Qu…605$18.3K<0.01%-82713F-HRTimeline
Clean Yield Group591$17.9K0.01%013F-HRTimeline
Addison Advisors LLC565$17.1K<0.01%+14013F-HRTimeline
Zions Bancorporation, N.A.550$16.7K<0.01%-14113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…543$16.5K<0.01%+35913F-HRTimeline
Sound Income Strategies, LLC538$16.3K<0.01%-29413F-HRTimeline
Caitong International Asset Management …527$16K0.02%13F-HR/ATimeline
Cape Investment Advisory, Inc.524$15.9K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$15.2K0.01%013F-HRTimeline
NFSG Corp500$15.2K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC487$14.9K<0.01%+21613F-HRTimeline
PRIVATE TRUST CO NA487$14.9K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC464$14K<0.01%013F-HRTimeline
Lavaca Capital LLC460$13.9K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK451$13.7K<0.01%-1,42113F-HRTimelineGroup
Main Street Group, LTD442$13.4K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC414$12.6K<0.01%013F-HRTimeline
UNION SAVINGS BANK410$12.4K0.01%013F-HRTimeline
Global Financial Private Client, LLC399$12.1K<0.01%013F-HRTimeline
Bullock Wealth Management Group383$11.6K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.382$11.6K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management339$10K<0.01%013F-HRTimeline
Sterling Capital Management LLC315$9.55K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc315$9.55K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthCollab, LLC308$9.34K0.01%013F-HRTimeline
Transce3nd, LLC305$9.25K<0.01%13F-HRTimeline
Pineridge Advisors LLC283$8.58K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC274$8.31K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC270$8.19K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Penserra Capital Management LLCin group Penserra Capital Management L…270$8K<0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC235$7.12K<0.01%013F-HRTimelineGroup
Winch Advisory Services, LLC227$6.89K<0.01%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC224$6.79K<0.01%013F-HRTimeline
Roxbury Financial LLC209$6.78K0.01%13F-HRTimeline
Cornerstone Planning Group LLC187$6.69K<0.01%+10613F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC219$6.64K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC219$6.64K0.01%13F-HRTimeline
WR Wealth Planners, LLC218$6.61K<0.01%-313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$6.06K<0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC197$5.97K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc187$5.67K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC183$5.6K<0.01%-18213F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…181$5.49K<0.01%013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP180$5.46K<0.01%013F-HRTimeline
Westside Investment Management, Inc.179$5.43K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.174$5.28K<0.01%-1813F-HRTimelineGroup
Copeland Capital Management, LLC171$5.18K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC151$4.58K<0.01%+1313F-HRTimeline
AdvisorNet Financial, Inc147$4.46K<0.01%+10013F-HRTimeline
ALBION FINANCIAL GROUP /UT141$4.28K<0.01%new13F-HRTimeline
CVA Family Office, LLC138$4.18K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC136$4.12K<0.01%013F-HRTimeline
CoreCap Advisors, LLC130$3.94K<0.01%+8913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC128$3.88K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.120$3.67K<0.01%013F-HRTimeline
MAI Capital Management121$3.67K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC120$3.64K<0.01%013F-HRTimeline
Beacon Capital Management, LLC111$3.37K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC105$3.18K<0.01%new13F-HR/ATimelineGroup
2UniFi Bank100$3.03K<0.01%13F-HRTimeline
Park Place Capital Corp99$3K<0.01%013F-HRTimeline
Asset Dedication, LLC95$2.88K<0.01%013F-HRTimeline
NewSquare Capital LLC80$2.43K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors79$2.42K<0.01%-113F-HRTimelineGroup
EASTERN BANK77$2.33K<0.01%013F-HRTimeline
Fortitude Family Office, LLC74$2.24K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…65$1.97K<0.01%013F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC61$1.85K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.58$1.76K<0.01%new13F-HRTimeline
Bogart Wealth, LLC48$1.46K<0.01%013F-HRTimeline
Abound Wealth Management47$1.43K<0.01%+413F-HRTimeline
Mendota Financial Group, LLC44$1.33K<0.01%-2113F-HRTimeline
Creekmur Asset Management LLC36$1.09K<0.01%013F-HRTimeline
Avion Wealth65$1K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …34$1K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC26$788<0.01%-1,49313F-HRTimeline
LANARK FINANCIAL, INC.17$5190.05%-17,12513F-HRTimeline
High Note Wealth, LLC13$394<0.01%new13F-HRTimeline
Catherine Avery Investment Management L…10$303<0.01%13F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC9$273<0.01%013F-HRTimeline
Sachetta, LLC4$130<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4$121<0.01%013F-HRTimeline
Tortoise Investment Management, LLC3$91<0.01%013F-HR/ATimeline
Brooklyn Investment Group2$61<0.01%new13F-HRTimeline
REAP Financial Group, LLC1$15<0.01%new13F-HRTimeline
FORSTA AP-FONDEN235,154$00%-207,16913F-HRTimelineValue filed as zero, left out of ratios.
Wood Tarver Financial Group, LLC32$00%13F-HRTimelineValue filed as zero, left out of ratios.
Financial Connections Group, Inc.22$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd8$00%+213F-HRTimelineValue filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding0$0-100,025Timeline