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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

610 managers (622 13F filers) reported a position in UBS shares at 2025-09-30, 1,217,157,921 shares in all. 84 filers opened a position and 60 filers sold out during the quarter.

Managers
610
13F filers
622
New
84
Added
241
Reduced
191
Sold out
60
Shares held by filers
1,217,157,921

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Arax Advisory Partners8,699$357K0.01%+3,32913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,621$353K<0.01%+60213F-HRTimelineGroup
Simmons Bankin group Simmons Bank8,619$353K0.02%-15113F-HRTimelineGroup
HighPoint Advisor Group LLC8,569$351K0.02%+38413F-HRTimeline
Kingsview Wealth Management, LLC8,553$351K0.01%+91013F-HRTimeline
TRUST POINT INC.8,532$350K0.03%+2,09513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,501$349K<0.01%-32213F-HRTimelineGroup
Werba Rubin Papier Wealth Management8,360$343K0.06%-4013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments8,040$330K0.02%-45,15813F-HRTimelineGroup
Calydon Capital7,907$324K0.05%-15,38813F-HRTimeline
GC Wealth Management RIA, LLC7,606$312K0.01%new13F-HRTimeline
Jain Global LLC7,484$307K<0.01%new13F-HRTimeline
Pure Financial Advisors, LLC7,390$303K<0.01%new13F-HRTimeline
Westover Capital Advisors, LLC7,300$299K0.06%013F-HRTimeline
Zhang Financial LLC7,273$298K0.01%-1,24213F-HRTimeline
Perigon Wealth Management, LLC7,267$298K0.01%-56413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,243$297K<0.01%-50413F-HRTimeline
Cromwell Holdings LLC7,242$297K0.16%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,700$292K0.01%+15413F-HRTimelineGroup
Allworth Financial LP7,115$292K<0.01%+28813F-HRTimeline
Columbia Asset Management6,936$284K0.05%-95013F-HRTimeline
SEVEN MILE ADVISORY6,934$284K0.05%+42013F-HRTimeline
SBI Securities Co., Ltd.6,933$284K0.01%+8213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,915$284K<0.01%+35413F-HRTimelineGroup
111 Capital6,890$281K0.05%-153,80313F-HRTimeline
Traveka Wealth, LLC6,801$279K0.12%+4013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC6,743$276K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC6,688$274K0.01%+7613F-HRTimeline
Genus Capital Management Inc.6,620$271K0.03%013F-HRTimeline
Centurion Wealth Management LLC6,500$266K0.06%new13F-HRTimeline
First City Capital Management, Inc.6,469$265K0.14%-2513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,462$265K<0.01%-52213F-HRTimelineGroup
Janney Montgomery Scott LLC6,446$264K<0.01%-8,95613F-HRTimeline
Granite Group Advisors, LLC6,437$264K0.16%013F-HRTimeline
NewEdge Wealth, LLC6,851$263K<0.01%new13F-HRTimeline
Summit Financial, LLC6,396$262K<0.01%new13F-HRTimeline
SG Americas Securities, LLC6,368$261K<0.01%-12,96313F-HRTimeline
BRIGHTON JONES LLC6,219$255K0.01%new13F-HRTimeline
Sunpointe, LLC6,164$253K0.09%013F-HRTimeline
COZAD ASSET MANAGEMENT INC6,130$251K0.02%+11013F-HRTimeline
Wealthstream Advisors, Inc.6,091$250K0.04%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.6,044$248K0.1%013F-HRTimeline
Integrated Investment Consultants, LLC5,981$245K0.04%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,955$244K<0.01%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,947$244K<0.01%new13F-HRTimelineGroup
World Investment Advisors5,940$244K<0.01%new13F-HRTimeline
Syverson Strege & Co5,878$241K0.06%-1,01313F-HRTimeline
SCS Capital Management LLC5,831$239K<0.01%new13F-HRTimeline
Keebeck Wealth Management5,776$237K0.03%new13F-HRTimeline
PICTET BANK & TRUST Ltd5,758$235K0.28%new13F-HRTimeline
FLC Capital Advisors5,693$233K0.05%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,654$232K0.01%+41013F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…5,648$232K0.02%new13F-HRTimelineGroup
Wealthspire Advisors, LLC5,647$232K<0.01%-58513F-HRTimeline
AIRE ADVISORS, LLC5,617$230K0.04%new13F-HRTimeline
Global Retirement Partners, LLC5,587$229K0.01%+69113F-HRTimeline
Janney Capital Management LLC5,590$229K0.01%-60013F-HRTimeline
Glen Eagle Advisors, LLC5,342$219K0.03%013F-HRTimeline
Cheviot Value Management, LLC5,578$218K0.02%013F-HRTimeline
Texas Capital Bank Wealth Management Se…5,281$217K0.02%new13F-HRTimeline
Aspen Grove Capital, LLC5,263$216K0.04%-75213F-HRTimeline
RIVERSEDGE ADVISORS, LLC5,252$215K0.04%new13F-HRTimeline
MGO ONE SEVEN LLC5,225$214K<0.01%new13F-HRTimeline
National Philanthropic Trust5,214$214K<0.01%new13F-HRTimeline
Soltis Investment Advisors LLC5,204$213K0.01%new13F-HRTimeline
Brown Miller Wealth Management, LLC5,176$212K0.06%-78013F-HRTimeline
Welch & Forbes LLC5,008$205K<0.01%new13F-HRTimeline
Diametric Capital, LP4,989$205K0.08%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,952$203K0.01%+1,54813F-HRTimeline
EVOKE WEALTH, LLC4,895$201K<0.01%new13F-HRTimeline
Financial Perspectives, Inc4,894$201K0.06%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA4,847$198K<0.01%new13F-HRTimelineGroup
Independence Bank of Kentucky4,600$188K0.02%013F-HRTimeline
Hilltop National Bank4,275$175K0.04%+74513F-HRTimeline
Advisory Services Network, LLC4,266$175K<0.01%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…4,250$174K0.04%-80013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…4,039$165K<0.01%-1,00613F-HRTimelineGroup
UMB Bank, n.a.3,905$160K<0.01%+32413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc3,236$133K<0.01%-1,95113F-HR/ATimeline
Golden State Wealth Management, LLC3,199$131K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,868$118K0.01%+6813F-HRTimeline
Rosenberg Matthew Hamilton2,748$113K0.02%013F-HRTimeline
Cloud Capital Management, LLC2,690$110K0.06%new13F-HRTimeline
Bruce G. Allen Investments, LLC2,651$109K0.08%-813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,564$105K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,518$103K<0.01%+41313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,403$98.5K<0.01%+1,27213F-HRTimelineGroup
Westside Investment Management, Inc.2,095$84.7K0.01%+95813F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…2,520$81.9K0.05%new13F-HR/ATimelineGroup
Activest Wealth Management2,000$81.7K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,925$78.9K0.01%-113F-HRTimelineGroup
Parallax Volatility Advisers, L.P.1,887$77.4K<0.01%new13F-HRTimeline
NFSG Corp1,575$64.6K0.01%+1,07513F-HRTimeline
Berbice Capital Management LLC1,500$61.5K0.04%013F-HRTimeline
Parkside Financial Bank & Trust1,403$57.5K<0.01%+8213F-HRTimeline
GAMMA Investing LLC1,300$53.3K<0.01%+45013F-HRTimeline
Wilmington Savings Fund Society, FSB1,265$51.9K<0.01%-2,03213F-HR/ATimeline
MATHER GROUP, LLC.1,123$46K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1,120$46K<0.01%+1,07813F-HRTimeline
Federation des caisses Desjardins du Qu…1,076$44.1K<0.01%-15013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,000$41K<0.01%013F-HRTimeline
Community Bank, N.A.1,000$41K<0.01%013F-HRTimeline
McIlrath & Eck, LLC991$40.6K<0.01%013F-HRTimeline
Fairscale Capital, LLC969$39.7K0.03%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC949$38.9K<0.01%-2913F-HRTimeline
JPL Wealth Management, LLC908$37.2K0.01%new13F-HRTimeline
Smithfield Trust Co900$36K<0.01%+22513F-HRTimeline
Addison Advisors LLC878$36K0.01%+16713F-HRTimeline
PRIVATE TRUST CO NA853$34.8K<0.01%+36613F-HRTimeline
MASECO LLP836$34.3K<0.01%013F-HRTimeline
Larson Financial Group LLC821$33.7K<0.01%+44513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC798$32.7K<0.01%-1,02113F-HR/ATimelineGroup
Robinswood Financial LLC798$32.7K0.01%013F-HRTimeline
Key Financial Inc773$31.2K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.724$29.7K0.03%+16513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC700$28.7K0.01%new13F-HRTimeline
MAI Capital Management620$25.4K<0.01%-3,75613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…597$24.5K<0.01%-18,34413F-HRTimelineGroup
Clean Yield Group591$24.2K0.01%013F-HRTimeline
True Wealth Design, LLC584$23.9K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK567$23.2K<0.01%+17013F-HRTimelineGroup
Sound Income Strategies, LLC538$21.6K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC525$21.5K0.01%+30013F-HRTimeline
WealthCollab, LLC509$20.9K0.01%+5613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…501$20.5K<0.01%-4913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$20.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC497$20.4K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC475$19.5K0.03%013F-HRTimeline
GW&K Investment Management, LLC464$19K<0.01%013F-HRTimeline
Lavaca Capital LLC460$18.9K<0.01%013F-HRTimeline
Main Street Group, LTD442$18.1K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC400$16.4K0.01%013F-HRTimeline
Bullock Wealth Management Group383$15.5K0.01%013F-HRTimeline
Financial Management Professionals, Inc.374$15.3K<0.01%+913F-HRTimeline
MONTAG A & ASSOCIATES INC342$14K<0.01%-6613F-HRTimeline
Hanson & Doremus Investment Management339$14K<0.01%013F-HRTimeline
Binnacle Investments Inc335$13.7K0.01%+15513F-HRTimeline
Sterling Capital Management LLC315$12.9K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC314$12.9K<0.01%+4013F-HRTimeline
Quarry LP286$11.7K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.281$11.5K<0.01%-15613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC270$11.1K<0.01%013F-HRTimeline
Guerra Advisors Inc262$10.7K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC254$10.4K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC244$10K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC235$9.63K<0.01%-2613F-HRTimelineGroup
Winch Advisory Services, LLC233$9.56K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC228$9.35K0.01%new13F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC224$9.18K<0.01%013F-HRTimeline
CX Institutional224$9K<0.01%+17413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC219$8.98K<0.01%013F-HRTimeline
Silicon Valley Capital Partners217$8.9K<0.01%new13F-HRTimeline
Roxbury Financial LLC205$8.41K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$8.2K<0.01%013F-HRTimeline
Westend Capital Management, LLC199$8.16K<0.01%new13F-HRTimeline
Abound Wealth Management196$8.04K<0.01%+16813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…198$8K<0.01%-7213F-HRTimelineGroup
Principia Wealth Advisory, LLC191$7.83K0.01%+12213F-HRTimeline
ALBION FINANCIAL GROUP /UT188$7.71K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC183$7.5K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC180$7.38K<0.01%013F-HRTimeline
BAILLIE GIFFORD & COin group BAILLIE GIFFORD & CO172$7.05K<0.01%013F-HRTimelineGroup
Essential Partners LLC166$6.81K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc154$6.31K<0.01%-3313F-HRTimeline
Wealth Watch Advisors, INC152$6.23K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.151$6.19K<0.01%+3113F-HRTimeline
CVA Family Office, LLC138$5.66K<0.01%013F-HRTimeline
ORG Partners LLC135$5.54K<0.01%013F-HRTimeline
LRI Investments, LLC134$5.49K<0.01%+2413F-HRTimeline
Harbor Asset Planning, Inc.133$5.45K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC128$5.25K<0.01%013F-HRTimeline
Copeland Capital Management, LLC126$5.17K<0.01%-4513F-HRTimeline
First Pacific Financial126$5.17K<0.01%-1613F-HRTimeline
Physician Wealth Advisors, Inc.122$5K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC120$4.92K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…108$4.43K0.01%-17913F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.103$4.22K<0.01%-7713F-HRTimelineGroup
2UniFi Bank100$4.08K<0.01%013F-HRTimeline
Kozak & Associates, Inc.96$3.67K<0.01%new13F-HRTimeline
Bare Financial Services, Inc82$3.36K<0.01%+313F-HRTimeline
Fortitude Family Office, LLC74$3.03K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC87$2.93K<0.01%-26613F-HRTimeline
Strategic Wealth Partners, Ltd.69$2.83K<0.01%-18613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…65$2.67K<0.01%013F-HRTimeline
Manchester Capital Management LLC62$2.54K<0.01%new13F-HRTimeline
Bogart Wealth, LLC55$2.25K<0.01%013F-HRTimeline
Kilter Group LLC52$2.13K<0.01%+2913F-HRTimeline
Avion Wealth65$2K<0.01%013F-HRTimeline
SWAN Capital LLC48$1.97K<0.01%-4813F-HRTimeline
AdvisorNet Financial, Inc47$1.93K<0.01%-13413F-HRTimeline
Grey Fox Wealth Advisors, LLC47$1.93K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC46$1.89K<0.01%new13F-HRTimelineGroup
American Capital Advisory, LLC46$1.89K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC38$1.56K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.36$1.47K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.35$1.44K<0.01%013F-HRTimeline
Horizon Investments, LLC30$1.23K<0.01%013F-HRTimeline
Caitlin John, LLC27$1.11K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …34$1K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC22$902<0.01%new13F-HRTimeline