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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

592 managers (601 13F filers) reported a position in UBS shares at 2025-06-30, 1,322,661,178 shares in all. 64 filers opened a position and 53 filers sold out during the quarter.

Managers
592
13F filers
601
New
64
Added
213
Reduced
222
Sold out
53
Shares held by filers
1,322,661,178

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Werba Rubin Papier Wealth Management8,400$284K0.05%+34713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,302$281K<0.01%+8013F-HRTimelineGroup
HighPoint Advisor Group LLC8,185$277K0.01%+74413F-HRTimeline
Empower Advisory Group, LLC8,019$271K<0.01%+71013F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,947$269K0.01%new13F-HRTimeline
Columbia Asset Management7,886$267K0.05%-66613F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.7,844$265K0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC7,831$265K0.01%-4,67813F-HRTimeline
MQS Management LLC7,825$265K0.15%new13F-HRTimeline
PARK NATIONAL CORP /OH/7,789$263K0.01%+54413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,747$262K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC7,643$258K<0.01%+22013F-HRTimeline
EP Wealth Advisors, LLC7,638$258K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC7,679$257K0.02%-4,78913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,433$251K<0.01%+46413F-HRTimelineGroup
Beacon Pointe Advisors, LLC7,424$251K<0.01%+18613F-HRTimeline
Westover Capital Advisors, LLC7,300$247K0.05%-53313F-HRTimeline
Cromwell Holdings LLC7,242$245K0.15%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …7,149$241K0.02%-98913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,984$236K<0.01%+2,68813F-HRTimelineGroup
RMR Wealth Builders6,980$236K0.02%013F-HRTimeline
Summit Trail Advisors, LLC6,908$234K<0.01%-51213F-HRTimeline
Syverson Strege & Co6,891$233K0.06%new13F-HRTimeline
SBI Securities Co., Ltd.6,851$232K0.01%-42813F-HRTimeline
Allworth Financial LP6,827$231K<0.01%-1,30713F-HRTimeline
West Family Investments, Inc.6,810$230K0.06%-2,72413F-HRTimeline
Traveka Wealth, LLC6,761$229K0.12%-1,82913F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC6,666$225K0.01%013F-HRTimeline
Genus Capital Management Inc.6,620$224K0.03%-31013F-HRTimeline
Avior Wealth Management, LLC6,612$224K0.01%+1513F-HRTimeline
CWM, LLCin group CWM, LLC6,566$222K<0.01%-30613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK6,561$222K<0.01%-1,63913F-HRTimelineGroup
SVB WEALTH LLC6,531$221K0.01%-5,27613F-HRTimeline
Fortress Financial Solutions, LLC6,528$221K0.28%new13F-HRTimeline
Cheviot Value Management, LLC5,578$221K0.03%013F-HRTimeline
SEVEN MILE ADVISORY6,514$220K0.13%-1,14313F-HRTimeline
First City Capital Management, Inc.6,494$220K0.13%-38413F-HRTimeline
TRUST POINT INC.6,437$218K0.02%new13F-HRTimeline
Granite Group Advisors, LLC6,437$218K0.13%new13F-HRTimeline
Wealthspire Advisors, LLC6,232$211K<0.01%new13F-HRTimeline
Janney Capital Management LLC6,190$209K0.01%-432,33713F-HRTimeline
Sunpointe, LLC6,164$208K0.08%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,123$207K<0.01%new13F-HR/ATimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC6,051$205K<0.01%new13F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.6,044$204K0.1%013F-HRTimeline
COZAD ASSET MANAGEMENT INC6,020$204K0.02%new13F-HR/ATimeline
Aspen Grove Capital, LLC6,015$203K0.03%new13F-HRTimeline
Integrated Investment Consultants, LLC5,981$202K0.04%new13F-HRTimeline
Brown Miller Wealth Management, LLC5,956$201K0.06%-1,20313F-HRTimeline
Arax Advisory Partners5,370$182K0.01%+52213F-HRTimeline
Glen Eagle Advisors, LLC5,342$181K0.03%-34713F-HRTimeline
GeoWealth Management, LLC5,338$181K0.01%-2,76813F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,244$177K<0.01%-99213F-HRTimeline
IFP Advisors, Inc5,187$175K<0.01%-28313F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…5,045$170K<0.01%+52713F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,050$170K0.05%+95013F-HRTimeline
Global Retirement Partners, LLC4,896$166K<0.01%13F-HRTimeline
Financial Perspectives, Inc4,894$166K0.05%013F-HRTimeline
Independence Bank of Kentucky4,600$156K0.02%-50013F-HRTimeline
IPG Investment Advisors LLC4,512$153K0.03%new13F-HRTimeline
MAI Capital Management4,376$148K<0.01%+4,04513F-HRTimeline
Opal Wealth Advisors, LLC3,653$124K0.03%+1,54313F-HRTimeline
UMB Bank, n.a.3,581$121K<0.01%-46513F-HR/ATimeline
Hilltop National Bank3,530$119K0.03%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,404$115K0.01%-39813F-HRTimeline
Wilmington Savings Fund Society, FSB3,297$112K<0.01%-7,62913F-HRTimeline
Golden State Wealth Management, LLC3,199$108K0.01%-87313F-HRTimeline
SUMMIT SECURITIES GROUP LLC2,919$98.7K0.04%-8,98213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,800$94.7K0.01%-6413F-HRTimeline
Brooklyn Investment Group2,787$94.2K0.01%+2,48913F-HR/ATimeline
Rosenberg Matthew Hamilton2,748$92.9K0.02%+12413F-HRTimeline
Bruce G. Allen Investments, LLC2,659$89.9K0.07%-9313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,605$88.1K<0.01%-6413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,564$86.7K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,105$71.2K<0.01%013F-HRTimeline
AlphaCore Capital LLC2,077$70.2K<0.01%new13F-HRTimeline
Activest Wealth Management2,000$67.5K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,926$65.1K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,819$61.5K<0.01%+70713F-HR/ATimelineGroup
Berbice Capital Management LLC1,500$50.7K0.04%+20013F-HRTimeline
Park Place Capital Corp1,500$50.7K0.01%-1,20013F-HRTimeline
Geneos Wealth Management Inc.1,416$47.9K<0.01%-8113F-HRTimeline
Parkside Financial Bank & Trust1,321$44.7K<0.01%-42013F-HRTimeline
Federation des caisses Desjardins du Qu…1,226$41.5K<0.01%-49013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC978$38.7K0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,137$38.4K0.01%+95813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,131$38.2K<0.01%-4613F-HRTimelineGroup
Fairscale Capital, LLC969$36.2K0.03%new13F-HRTimeline
First Horizon Advisors, Inc.1,066$36.1K<0.01%+3813F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,000$33.8K<0.01%013F-HRTimeline
Community Bank, N.A.1,000$33.8K<0.01%013F-HRTimeline
McIlrath & Eck, LLC991$33.5K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC978$33.1K<0.01%-92313F-HRTimeline
GAMMA Investing LLC850$28.7K<0.01%+1413F-HRTimeline
MASECO LLP836$28.3K<0.01%13F-HRTimeline
Robinswood Financial LLC798$27K0.01%013F-HRTimeline
Key Financial Inc773$26.1K0.01%013F-HRTimeline
Whipplewood Advisors, LLC716$24.2K0.01%+64413F-HRTimeline
Addison Advisors LLC711$24K0.01%+7613F-HRTimeline
Smithfield Trust Co675$24K<0.01%new13F-HRTimeline
NewSquare Capital LLC681$23K<0.01%+28813F-HRTimeline
Clean Yield Group591$20K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.559$18.9K0.01%+15313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…550$18.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC538$18.2K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$16.9K0.01%013F-HRTimeline
NFSG Corp500$16.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC497$16.8K<0.01%+27013F-HRTimeline
PRIVATE TRUST CO NA487$16.5K<0.01%-19013F-HRTimeline
REDMONT WEALTH ADVISORS LLC475$16.1K0.02%new13F-HRTimeline
GW&K Investment Management, LLC464$16K<0.01%013F-HRTimeline
Lavaca Capital LLC460$15.6K0.01%013F-HR/ATimeline
WealthCollab, LLC453$15.3K0.01%+14513F-HRTimeline
UNION SAVINGS BANK410$15.3K0.01%013F-HRTimeline
Main Street Group, LTD442$14.9K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.437$14.8K<0.01%+7413F-HRTimeline
MONTAG A & ASSOCIATES INC408$13.8K<0.01%+4213F-HRTimeline
Nalls Sherbakoff Group, LLC400$13.5K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK397$13.4K<0.01%-52513F-HRTimelineGroup
Grove Bank & Trust395$13.4K<0.01%-52913F-HRTimeline
Cornerstone Planning Group LLC353$13.3K<0.01%-14113F-HRTimeline
Bullock Wealth Management Group383$12.9K0.01%013F-HRTimeline
Larson Financial Group LLC376$12.7K<0.01%+18713F-HRTimeline
Financial Management Professionals, Inc.365$12.3K<0.01%-25413F-HRTimeline
Hanson & Doremus Investment Management339$11K<0.01%013F-HRTimeline
Sterling Capital Management LLC315$10.7K<0.01%013F-HR/ATimeline
Transce3nd, LLC305$10.3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…287$9.7K<0.01%-30013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC274$9.27K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC270$9.13K<0.01%013F-HR/ATimeline
Penserra Capital Management LLCin group Penserra Capital Management L…270$9K<0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC261$8.83K<0.01%+2613F-HRTimelineGroup
Strategic Wealth Partners, Ltd.255$8.62K<0.01%13F-HRTimeline
Winch Advisory Services, LLC233$7.88K<0.01%+613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC225$7.61K<0.01%+2513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC224$7.58K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC219$7.41K<0.01%013F-HRTimeline
Roxbury Financial LLC205$6.94K0.01%-513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$6.76K<0.01%013F-HRTimeline
Traub Capital Management LLC200$6.76K0.01%13F-HRTimeline
Bell Investment Advisors, Inc187$6.33K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC183$6.19K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc181$6.12K<0.01%+13413F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.180$6.09K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC180$6.09K<0.01%-1513F-HRTimeline
Binnacle Investments Inc180$6.09K<0.01%+4313F-HRTimeline
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO172$5.82K<0.01%new13F-HRTimelineGroup
Copeland Capital Management, LLC171$5.78K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP180$5.51K<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp158$5.34K<0.01%+813F-HRTimelineGroup
SIERRA OCEAN, LLC156$5.28K<0.01%-6313F-HRTimeline
WHITTIER TRUST CO152$5.14K<0.01%013F-HRTimeline
First Pacific Financial142$4.8K<0.01%013F-HRTimeline
CVA Family Office, LLC138$4.67K<0.01%013F-HRTimeline
ORG Partners LLC135$4.56K<0.01%+7513F-HRTimeline
Harbor Asset Planning, Inc.133$4.5K<0.01%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC128$4.33K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.122$4.13K<0.01%+6413F-HRTimeline
Provenance Wealth Advisors, LLC120$4.06K<0.01%013F-HRTimeline
Beacon Capital Management, LLC114$3.85K<0.01%+313F-HRTimeline
LRI Investments, LLC110$3.72K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.120$3.64K<0.01%013F-HRTimeline
Stephens Consulting, LLC103$3.48K<0.01%new13F-HRTimeline
2UniFi Bank100$3.38K<0.01%013F-HRTimeline
SWAN Capital LLC96$3.25K<0.01%new13F-HRTimeline
MOTCO73$2.73K<0.01%new13F-HRTimeline
Bare Financial Services, Inc79$2.67K<0.01%+5913F-HRTimeline
Fortitude Family Office, LLC74$2.5K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC69$2.33K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC69$2.33K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…65$2.2K<0.01%013F-HRTimeline
Avion Wealth65$2K<0.01%013F-HR/ATimeline
CX Institutional50$2K<0.01%013F-HR/ATimeline
Bogart Wealth, LLC55$1.86K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC42$1.46K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.40$1.35K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC38$1.29K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.36$1.22K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.35$1.18K<0.01%013F-HRTimeline
Horizon Investments, LLC30$1.01K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …34$1K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC32$1K<0.01%013F-HRTimeline
Abound Wealth Management28$947<0.01%013F-HRTimeline
Kilter Group LLC23$778<0.01%new13F-HRTimeline
High Note Wealth, LLC13$440<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC9$305<0.01%013F-HRTimeline
Truvestments Capital LLC6$203<0.01%-46013F-HRTimeline
Tortoise Investment Management, LLC3$101<0.01%013F-HRTimeline
FORSTA AP-FONDEN529,606$00%+67,75213F-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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding0$0-8,220Timeline