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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

685 managers (696 13F filers) reported a position in UBS shares at 2025-12-31, 1,331,586,653 shares in all. 90 filers opened a position and 46 filers sold out during the quarter.

Managers
685
13F filers
696
New
90
Added
247
Reduced
197
Sold out
46
Shares held by filers
1,331,586,653

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …10,099$468K<0.01%13F-HR/ATimelineGroup
Covenant Partners, LLC9,908$459K0.13%013F-HRTimeline
Arkadios Wealth Advisors9,866$457K0.01%-1113F-HRTimeline
Janney Montgomery Scott LLC9,799$454K<0.01%+3,35313F-HRTimeline
West Family Investments, Inc.9,695$449K0.11%+90813F-HRTimeline
CWM, LLCin group CWM, LLC9,581$444K<0.01%+82213F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,490$441K0.03%-10313F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,157$434K0.01%+1,45713F-HRTimelineGroup
WINTON GROUP Ltdin group WINTON GROUP Ltd9,300$431K0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.9,175$425K<0.01%+8,05213F-HRTimeline
GC Wealth Management RIA, LLC9,117$422K0.02%+1,51113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,114$422K<0.01%+35613F-HRTimelineGroup
PARK NATIONAL CORP /OH/9,083$421K0.01%-9513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,943$414K<0.01%+2,02813F-HRTimelineGroup
HighPoint Advisor Group LLC8,931$414K0.01%+36213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,901$413K<0.01%-3,23213F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC8,911$413K0.01%-31413F-HRTimeline
ANCHYRA PARTNERS LLC8,796$407K0.12%13F-HRTimeline
Keel Point, LLC8,783$407K0.02%-53313F-HRTimeline
Compton Wealth Advisory Group, LLC8,780$407K0.09%013F-HRTimeline
FOCUSED ALPHA, LLC8,773$406K0.12%13F-HRTimeline
Five Oceans Advisors8,767$406K0.14%013F-HRTimeline
Edge Financial Advisors LLC4,366$404K0.17%new13F-HRTimeline
Simmons Bankin group Simmons Bank8,567$397K0.03%-5213F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,504$394K<0.01%-11713F-HRTimelineGroup
Kingsview Wealth Management, LLC8,446$391K0.01%-10713F-HRTimeline
World Investment Advisors8,368$388K0.01%+2,42813F-HR/ATimeline
Magnetar Financial LLCin group Magnetar Financial LLC8,330$386K<0.01%new13F-HRTimelineGroup
Werba Rubin Papier Wealth Management8,283$384K0.1%-7713F-HRTimeline
Florida Trust Wealth Management Co8,166$378K0.01%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC8,146$377K0.02%13F-HRTimeline
Allworth Financial LP8,132$377K<0.01%+1,01713F-HRTimeline
Investors Research Corp8,036$372K0.07%-2,27513F-HRTimeline
Mountain Hill Investment Partners Corp.8,000$370K0.27%-3,00013F-HRTimeline
Arax Advisory Partners7,737$358K0.01%-96213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,585$357K<0.01%+8413F-HRTimelineGroup
Calydon Capital7,694$356K0.06%-21313F-HRTimeline
Traveka Wealth, LLC7,578$351K0.14%+77713F-HRTimeline
Perigon Wealth Management, LLC7,551$350K0.01%+28413F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.7,509$348K0.1%13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,377$342K0.01%+91513F-HRTimelineGroup
Westover Capital Advisors, LLC7,300$338K0.06%013F-HRTimeline
Zhang Financial LLC7,273$337K0.01%013F-HRTimeline
Cromwell Holdings LLC7,242$335K0.18%013F-HRTimeline
PUREfi Wealth, LLC6,940$321K0.25%new13F-HRTimeline
Columbia Asset Management6,936$321K0.06%013F-HRTimeline
EVOKE WEALTH, LLC6,863$318K0.01%+1,96813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,837$317K<0.01%-40613F-HRTimeline
Avior Wealth Management, LLC6,618$306K0.01%-7013F-HRTimeline
Centurion Wealth Management LLC6,500$301K0.07%013F-HRTimeline
Greenspring Advisors, LLC6,496$301K0.02%new13F-HRTimeline
First City Capital Management, Inc.6,469$300K0.16%013F-HRTimeline
SEVEN MILE ADVISORY6,434$298K0.05%-50013F-HRTimeline
SBI Securities Co., Ltd.6,280$291K0.01%-65313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,265$290K0.02%-1,77513F-HRTimelineGroup
Keebeck Wealth Management6,232$289K0.03%+45613F-HRTimeline
Oakmont Investment Advisors, Inc.6,190$287K0.21%13F-HRTimeline
Sunpointe, LLC6,164$285K0.09%013F-HRTimeline
Gotham Asset Management, LLC6,161$285K<0.01%new13F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…6,159$285K0.02%+51113F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC6,130$284K0.02%013F-HRTimeline
Granite Group Advisors, LLC6,104$283K0.16%-33313F-HRTimeline
Greykasell Wealth Strategies, Inc.6,044$280K0.11%013F-HRTimeline
Soltis Investment Advisors LLC5,988$277K0.02%+78413F-HR/ATimeline
Janney Capital Management LLC5,987$277K0.02%+39713F-HRTimeline
Integrated Investment Consultants, LLC5,981$277K0.05%013F-HR/ATimeline
Prime Capital Investment Advisors, LLC5,876$272K<0.01%-7913F-HRTimeline
SCS Capital Management LLC5,831$270K<0.01%013F-HRTimeline
PICTET BANK & TRUST Ltd5,758$269K0.32%013F-HRTimeline
Syverson Strege & Co5,741$266K0.06%-13713F-HRTimeline
FourThought Financial Partners, LLC5,680$263K0.02%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC5,668$262K0.01%new13F-HRTimeline
AIRE ADVISORS, LLC5,618$260K0.05%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,560$257K0.01%-9413F-HRTimeline
National Philanthropic Trust5,499$255K<0.01%+28513F-HRTimeline
FLC Capital Advisors5,468$253K0.05%-22513F-HRTimeline
Cheviot Value Management, LLC5,119$246K0.02%-45913F-HRTimeline
MONECO ADVISORS, LLC5,283$245K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC5,282$245K0.03%-6013F-HRTimeline
Texas Capital Bank Wealth Management Se…5,281$245K0.01%013F-HRTimeline
MGO ONE SEVEN LLC5,260$244K<0.01%+3513F-HRTimeline
Genus Capital Management Inc.5,250$243K0.03%-1,37013F-HRTimeline
SG Trading Solutions, LLC5,218$242K0.06%13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,204$242K<0.01%-1,729,06913F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.5,217$242K<0.01%+2,69913F-HRTimeline
Brown Miller Wealth Management, LLC5,176$240K0.07%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…5,138$240K<0.01%+1,09913F-HRTimelineGroup
Interchange Capital Partners, LLC5,104$236K0.04%new13F-HRTimeline
Pure Financial Advisors, LLC5,103$236K<0.01%-2,28713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,068$235K<0.01%-4,03313F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.5,049$234K<0.01%-23,85513F-HRTimelineGroup
Welch & Forbes LLC5,008$232K<0.01%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC4,955$229K0.04%-29713F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,946$229K0.01%-613F-HRTimeline
Foster Group, Inc.4,924$228K0.01%new13F-HRTimeline
SAPIENT CAPITAL LLC4,903$228K<0.01%new13F-HRTimeline
Stronghold Wealth Management L.L.C.4,901$227K0.34%13F-HRTimeline
Financial Perspectives, Inc4,894$227K0.06%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA4,847$226K0.01%013F-HR/ATimelineGroup
American Trust4,879$226K0.02%new13F-HRTimeline
Sowell Financial Services LLC4,868$225K0.01%new13F-HRTimeline
Advisory Services Network, LLC4,836$224K<0.01%+57013F-HRTimeline
Capital Investment Advisors, LLC4,834$224K<0.01%new13F-HRTimeline
Aspen Grove Capital, LLC4,828$224K0.04%-43513F-HRTimeline
Integrated Wealth Concepts LLC4,817$223K<0.01%-64,52713F-HRTimeline
GRANVILLE CAPITAL, INC.4,803$222K0.12%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…4,750$221K0.06%+50013F-HRTimeline
Independence Bank of Kentucky4,766$221K0.03%+16613F-HRTimeline
Summit Financial, LLC4,729$219K<0.01%-1,66713F-HRTimeline
55 North Private Wealth, LLC4,659$216K0.06%13F-HRTimeline
Tranquilli Financial Advisor LLC4,621$214K0.12%new13F-HRTimeline
SYM FINANCIAL Corp4,597$213K0.02%new13F-HRTimeline
SVB WEALTH LLC4,595$213K0.01%new13F-HRTimeline
Choate Investment Advisors4,546$211K<0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,541$210K0.02%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,512$209KnewTimeline
Fortress Financial Solutions, LLC4,492$208K0.21%new13F-HRTimeline
Summit Trail Advisors, LLC4,489$208K<0.01%-4,41313F-HRTimeline
Financial Engines Advisors L.L.C.4,486$208K<0.01%new13F-HRTimeline
Hilltop National Bank4,470$207K0.05%+19513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,464$207K0.01%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,437$205K<0.01%new13F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT4,435$205K<0.01%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,409$204K0.01%new13F-HR/ATimeline
IFP Advisors, Inc4,154$192K<0.01%+91813F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.3,916$181K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.3,828$177K<0.01%-7713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bayforest Capital Ltd3,508$162K0.12%new13F-HRTimeline
Golden State Wealth Management, LLC3,144$146K0.02%-5513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,869$133K0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton2,667$124K0.03%-8113F-HRTimeline
Bruce G. Allen Investments, LLC2,641$122K0.08%-1013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,564$119K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,293$106K<0.01%-11013F-HRTimelineGroup
Westside Investment Management, Inc.2,095$98.7K0.02%013F-HRTimeline
Activest Wealth Management2,000$93.3K0.02%013F-HRTimeline
Berbice Capital Management LLC1,600$74.1K0.04%+10013F-HRTimeline
Wilmington Savings Fund Society, FSB1,590$73.6K<0.01%+32513F-HRTimeline
NFSG Corp1,575$72.9K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,463$67.8K0.01%+6013F-HRTimeline
Sound Income Strategies, LLC1,367$64.8K<0.01%+82913F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,350$62.5K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1,297$62.4K0.01%+17713F-HRTimeline
GAMMA Investing LLC1,300$60.2K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…1,608$59.4K0.03%-91213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,244$57.6K<0.01%+29513F-HRTimeline
YANKCOM Partnership1,008$46.7K0.02%new13F-HRTimeline
Cornerstone Planning Group LLC969$46.5K0.01%+88213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,000$46.3K<0.01%013F-HRTimeline
Community Bank, N.A.1,000$46.3K0.01%013F-HRTimeline
BAYBAN1,000$46.3K0.04%13F-HRTimeline
McIlrath & Eck, LLC991$45.9K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.971$45K0.01%+24713F-HRTimeline
Fairscale Capital, LLC969$44.9K0.03%013F-HRTimeline
Smithfield Trust Co900$44K<0.01%013F-HRTimeline
SHP Wealth Management903$41.8K<0.01%13F-HRTimeline
Larson Financial Group LLC876$40.6K<0.01%+5513F-HRTimeline
Prosperity Bancshares Inc870$40.3K0.04%13F-HRTimeline
MAI Capital Management799$37K<0.01%+17913F-HRTimeline
Robinswood Financial LLC798$37K0.01%013F-HRTimeline
Key Financial Inc773$35.8K0.01%013F-HRTimeline
Addison Advisors LLC711$32.9K0.01%-16713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC700$32.4K0.01%013F-HRTimeline
Navalign, LLC688$31.9K0.01%new13F-HRTimeline
MidFirst Bank658$30.5K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA635$29.6K<0.01%-21813F-HRTimeline
Federation des caisses Desjardins du Qu…630$29.2K<0.01%-44613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK595$27.6K<0.01%+2813F-HRTimelineGroup
Clean Yield Group591$27.4K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC579$26.8K0.01%+5413F-HRTimeline
SageView Advisory Group, LLC522$24.2K<0.01%new13F-HRTimeline
WealthCollab, LLC509$23.6K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…501$23.2K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$23.2K0.01%013F-HRTimeline
CoreCap Advisors, LLC497$23K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC475$22K0.03%013F-HRTimeline
Acumen Wealth Advisors, LLC472$21.9K0.01%13F-HRTimeline
Lavaca Capital LLC460$21.3K<0.01%013F-HRTimeline
GW&K Investment Management, LLC464$21K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…447$20.7K<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.441$20.4K<0.01%new13F-HRTimeline
Triumph Capital Management439$20.3K<0.01%new13F-HRTimeline
True Wealth Design, LLC429$19.9K0.01%-15513F-HRTimeline
UNION SAVINGS BANK410$19K0.01%13F-HRTimeline
Nalls Sherbakoff Group, LLC400$18.5K0.01%013F-HRTimeline
Bell Investment Advisors, Inc391$18.1K<0.01%+23713F-HRTimeline
Bullock Wealth Management Group383$17.7K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC376$17.4K<0.01%+6213F-HRTimeline
Financial Management Professionals, Inc.374$17.3K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management339$16K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC318$14.7K<0.01%+6413F-HRTimeline
Sterling Capital Management LLC315$14.6K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC301$13.9K<0.01%-4113F-HRTimeline
Pinnacle Bancorp, Inc.281$13K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc279$12.9K<0.01%+23213F-HRTimeline
United Financial Planning Group LLC244$11.3K0.01%new13F-HRTimeline
Abound Wealth Management241$11.2K<0.01%+4513F-HRTimeline
Retirement Wealth Solutions LLC235$10.9K0.01%-913F-HRTimeline
Winch Advisory Services, LLC233$10.8K<0.01%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC224$10.4K<0.01%013F-HRTimeline