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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

579 managers (590 13F filers) reported a position in UBS shares at 2025-03-31, 1,412,005,165 shares in all. 63 filers opened a position and 48 filers sold out during the quarter.

Managers
579
13F filers
590
New
63
Added
226
Reduced
193
Sold out
48
Shares held by filers
1,412,005,165

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Fiduciary Trust Coin group Fiduciary Trust Co8,222$252K<0.01%-92413F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding8,220$252K+8,220Timeline
SIMON QUICK ADVISORS, LLC8,210$251K0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,200$251K<0.01%-64013F-HRTimelineGroup
GeoWealth Management, LLC8,106$248K0.01%-51813F-HRTimeline
Venturi Wealth Management, LLC8,088$248K0.01%+18413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,138$247K0.02%+34513F-HRTimelineGroup
Werba Rubin Papier Wealth Management8,053$247K0.05%-1,33213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC8,011$245K0.01%new13F-HRTimelineGroup
Allworth Financial LP8,134$242K<0.01%+2,60613F-HRTimeline
Westover Capital Advisors, LLC7,833$240K0.05%+53313F-HRTimeline
Calydon Capital7,808$239K0.04%013F-HRTimeline
SEVEN MILE ADVISORY7,657$235K0.16%-18213F-HRTimeline
Financial Advocates Investment Manageme…7,582$232K0.02%-1913F-HRTimeline
Kingsview Wealth Management, LLC7,423$227K<0.01%+24113F-HRTimeline
Summit Trail Advisors, LLC7,420$227K0.01%new13F-HRTimeline
HighPoint Advisor Group LLC7,441$227K0.01%-19213F-HRTimeline
Merit Financial Group, LLC7,403$227K<0.01%new13F-HRTimeline
Empower Advisory Group, LLC7,309$224K<0.01%+45613F-HRTimeline
SBI Securities Co., Ltd.7,279$223K0.01%+23913F-HRTimeline
PARK NATIONAL CORP /OH/7,245$222K0.01%-43513F-HRTimeline
Cromwell Holdings LLC7,242$222K0.14%013F-HRTimeline
Beacon Pointe Advisors, LLC7,238$222K<0.01%+23213F-HRTimeline
Brown Miller Wealth Management, LLC7,159$219K0.08%-1,78213F-HRTimeline
Prime Capital Investment Advisors, LLC7,100$217K<0.01%new13F-HRTimeline
Choate Investment Advisors7,077$216K0.01%new13F-HRTimeline
RMR Wealth Builders6,980$214K0.02%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,969$213K<0.01%-48413F-HRTimelineGroup
Genus Capital Management Inc.6,930$212K0.03%new13F-HRTimeline
First City Capital Management, Inc.6,878$211K0.13%-28113F-HRTimeline
CWM, LLCin group CWM, LLC6,872$210K<0.01%-43413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,798$208K<0.01%-2,07713F-HRTimelineGroup
Adero Partners, LLC6,752$207K0.01%-2613F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC6,666$204K0.01%-82,83913F-HRTimeline
Diametric Capital, LP6,638$203K0.24%new13F-HRTimeline
Central Pacific Bank - Trust Division6,600$202K0.03%-1,00013F-HRTimeline
Avior Wealth Management, LLC6,597$202K0.01%-34813F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,236$191K0.01%+1,01013F-HRTimeline
Greykasell Wealth Strategies, Inc.6,044$185K0.1%new13F-HRTimeline
Glen Eagle Advisors, LLC5,689$174K0.03%-28113F-HRTimeline
Cheviot Value Management, LLC5,578$172K0.02%new13F-HRTimeline
IFP Advisors, Inc5,470$168K0.01%+25113F-HRTimeline
Hexagon Capital Partners LLC5,331$163K0.03%-25413F-HRTimeline
Independence Bank of Kentucky5,100$155K0.02%+2513F-HRTimeline
Financial Perspectives, Inc4,894$150K0.05%013F-HRTimeline
Arax Advisory Partners4,848$148K0.01%+48213F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA4,847$147K<0.01%new13F-HR/ATimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…4,518$137K<0.01%+70813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,296$130K<0.01%+8713F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…4,100$125K0.04%+65013F-HRTimeline
Golden State Wealth Management, LLC4,072$125K0.02%013F-HR/ATimeline
UMB Bank, n.a.4,046$124K<0.01%+33513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…3,992$122K<0.01%+1,00313F-HRTimeline
Geneos Wealth Management Inc.1,497$120K<0.01%+57313F-HRTimelineAmount filed as zero, left out of ratios.
ROTHSCHILD INVESTMENT LLC3,802$116K0.01%-1113F-HRTimeline
Wayfinding Financial, LLC3,292$100K0.04%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,864$87.7K0.01%-25613F-HRTimeline
Bruce G. Allen Investments, LLC2,752$84.3K0.07%-1,12413F-HRTimeline
Park Place Capital Corp2,700$82.7K0.02%+2,60113F-HRTimeline
Cloud Capital Management, LLC2,690$82K0.06%13F-HRTimeline
Farther Finance Advisors, LLC2,653$80.5K<0.01%+42313F-HRTimeline
Rosenberg Matthew Hamilton2,624$80.4K0.02%013F-HRTimeline
Sandy Spring Bank2,564$78.5K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,669$69.7K<0.01%+52713F-HRTimelineGroup
Opal Wealth Advisors, LLC2,110$64.6K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,105$64.5K<0.01%013F-HRTimeline
Activest Wealth Management2,000$60.7K0.02%013F-HRTimeline
Financial Connections Group, Inc.354$59K0.03%+33213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,901$58.2K<0.01%-10,86713F-HRTimeline
Continuum Advisory, LLC1,826$55.9K0.01%-18313F-HRTimeline
Parkside Financial Bank & Trust1,741$53.3K0.01%+39013F-HRTimeline
Federation des caisses Desjardins du Qu…1,716$52.4K<0.01%+1,11113F-HRTimeline
MATHER GROUP, LLC.1,630$49.9K<0.01%-1513F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,466$44.9K0.02%+46113F-HRTimelineGroup
WASHINGTON TRUST Co1,374$42.1K<0.01%-57813F-HRTimeline
Berbice Capital Management LLC1,300$39.8K0.03%+40013F-HRTimeline
Quarry LP1,218$37K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,177$36.1K<0.01%-47113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,112$34.1K<0.01%+1,00713F-HR/ATimelineGroup
First Horizon Advisors, Inc.1,028$31.5K<0.01%+22013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,000$30.6K<0.01%013F-HRTimeline
Community Bank, N.A.1,000$30.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC991$30.4K<0.01%013F-HRTimeline
Grove Bank & Trust924$28.3K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK922$28.2K<0.01%+47113F-HRTimelineGroup
GAMMA Investing LLC836$25.6K<0.01%013F-HR/ATimeline
CITY HOLDING CO827$25.3K<0.01%new13F-HRTimeline
Robinswood Financial LLC798$24.4K0.01%new13F-HRTimeline
Key Financial Inc773$23.7K0.01%013F-HRTimeline
Whipplewood Advisors, LLC72$21.9K0.02%-64413F-HRTimeline
PRIVATE TRUST CO NA677$20.6K<0.01%+19013F-HRTimeline
Addison Advisors LLC635$19.5K0.01%+7013F-HRTimeline
Financial Management Professionals, Inc.619$19K<0.01%013F-HRTimeline
Clean Yield Group591$18.1K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…587$18K<0.01%+4413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…550$16.8K<0.01%13F-HRTimeline
Sound Income Strategies, LLC538$16.5K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$15.3K0.01%013F-HRTimeline
NFSG Corp500$15.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC494$14.4K<0.01%+30713F-HRTimeline
Truvestments Capital LLC466$14.3K<0.01%new13F-HRTimeline
Lavaca Capital LLC460$14.1K0.01%013F-HRTimeline
GW&K Investment Management, LLC464$14K<0.01%013F-HRTimeline
Main Street Group, LTD442$13.5K0.01%013F-HRTimeline
Caitong International Asset Management …427$13.1K0.01%-10013F-HRTimeline
UNION SAVINGS BANK410$12.6K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.406$12.4K<0.01%-11813F-HRTimeline
Nalls Sherbakoff Group, LLC400$12.3K0.01%13F-HRTimeline
Global Financial Private Client, LLC399$12.2K<0.01%013F-HRTimeline
NewSquare Capital LLC393$12K<0.01%+31313F-HRTimeline
Bullock Wealth Management Group383$11.6K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC378$11.6K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC366$11.2K<0.01%-4813F-HRTimeline
Pinnacle Bancorp, Inc.363$11K<0.01%-1913F-HRTimeline
MAI Capital Management331$10.1K<0.01%+21013F-HRTimeline
Hanson & Doremus Investment Management339$10K<0.01%013F-HRTimeline
Sterling Capital Management LLC315$9.65K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc315$9.55K<0.01%013F-HRTimeline
WealthCollab, LLC308$9.44K0.01%013F-HRTimeline
Transce3nd, LLC305$9.34K<0.01%013F-HRTimeline
REAP Financial Group, LLC300$9.19K<0.01%+29913F-HRTimeline
Brooklyn Investment Group298$9.1K<0.01%+29613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC274$8.39K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC270$8.27K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…270$8K<0.01%013F-HRTimelineGroup
EASTERN BANK258$7.9K<0.01%+18113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC235$7.2K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC210$7.19K0.01%+113F-HRTimeline
Winch Advisory Services, LLC227$6.96K<0.01%013F-HRTimeline
CoreCap Advisors, LLC227$6.95K<0.01%+9713F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC224$6.86K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC219$6.71K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC219$6.71K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$6.13K<0.01%+4913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$6.13K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC195$5.97K<0.01%13F-HRTimeline
Larson Financial Group LLC189$5.79K<0.01%+16313F-HRTimeline
Bell Investment Advisors, Inc187$5.73K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC183$5.61K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.180$5.51K<0.01%+613F-HRTimelineGroup
Westside Investment Management, Inc.179$5.43K<0.01%013F-HRTimeline
Copeland Capital Management, LLC171$5.24K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…170$5.16K<0.01%-1113F-HRTimelineGroup
WHITTIER TRUST CO152$4.66K<0.01%-10,00013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp150$4.59K<0.01%new13F-HRTimelineGroup
First Pacific Financial142$4.35K<0.01%new13F-HRTimeline
CVA Family Office, LLC138$4.23K<0.01%013F-HRTimeline
Binnacle Investments Inc137$4.2K<0.01%13F-HRTimeline
DecisionPoint Financial, LLC136$4.17K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC128$3.92K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.120$3.68K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC120$3.68K<0.01%013F-HRTimeline
2UniFi Bank100$3.42K<0.01%013F-HRTimeline
Beacon Capital Management, LLC111$3.4K<0.01%013F-HRTimeline
Fortitude Family Office, LLC74$2.27K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC69$2.11K<0.01%new13F-HRTimeline
CX Institutional50$2K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…65$1.99K<0.01%013F-HRTimeline
ORG Partners LLC60$1.82K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.58$1.78K<0.01%013F-HRTimeline
Bogart Wealth, LLC55$1.69K<0.01%+713F-HRTimeline
AdvisorNet Financial, Inc47$1.44K<0.01%-10013F-HRTimeline
Mattson Financial Services, LLC40$1.23K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.36$1.09K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.35$1.07K<0.01%new13F-HRTimeline
Avion Wealth65$1K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …34$1K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC32$981<0.01%013F-HRTimeline
Abound Wealth Management28$858<0.01%-1913F-HRTimeline
Bare Financial Services, Inc20$613<0.01%new13F-HRTimeline
High Note Wealth, LLC13$398<0.01%013F-HRTimeline
Catherine Avery Investment Management L…10$306<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC9$276<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8$246<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC3$92<0.01%013F-HR/ATimeline
FORSTA AP-FONDEN461,854$00%+226,70013F-HRTimelineValue filed as zero, left out of ratios.
McClarren Financial Advisors, Inc.16$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd8$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,57813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.