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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

676 managers (688 13F filers) reported a position in UBS shares at 2026-03-31, 1,152,031,891 shares in all. 84 filers opened a position and 94 filers sold out during the quarter.

Managers
676
13F filers
688
New
84
Added
251
Reduced
228
Sold out
94
Shares held by filers
1,152,031,891

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
STEPHENS INC /AR/in group Stephens Investment Managemen…10,848$424K0.01%-1,29113F-HRTimelineGroup
D.A. DAVIDSON & CO.10,831$423K<0.01%+11213F-HRTimeline
D'Orazio & Associates, Inc.10,784$421K0.05%013F-HRTimeline
LANARK FINANCIAL, INC.10,748$420K0.03%-2,46213F-HRTimeline
Arkadios Wealth Advisors10,676$417K0.01%+81013F-HRTimeline
M.E. ALLISON & CO., INC.10,560$413K0.27%013F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …10,609$408K<0.01%-8,98613F-HRTimeline
Indivisible Partners10,408$407K0.04%-23113F-HRTimeline
Optas, LLC10,197$398K0.06%-613F-HRTimeline
B. Riley Wealth Advisors, Inc.10,793$396K0.03%-2,87113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …10,126$396K<0.01%+2713F-HRTimelineGroup
Roundview Capital LLC10,062$393K0.02%-1,00013F-HRTimeline
Credit Capital Investments LLC10,000$391K0.35%-5,00013F-HRTimeline
Wedmont Private Capital9,433$390K0.01%-48713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,077$388K-80Timeline
Gallacher Capital Management LLC9,772$382K0.15%-5,17813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC9,745$381K0.03%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,727$380K<0.01%+1,14213F-HRTimelineGroup
Avior Wealth Management, LLC9,703$379K0.01%+3,08513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,682$378K<0.01%+73913F-HRTimelineGroup
J.Safra Asset Management Corp9,340$365K0.02%new13F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.9,318$364K0.06%+1,80913F-HRTimelineGroup
SG Americas Securities, LLC9,200$359K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.9,175$358K<0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,122$356K<0.01%+61813F-HRTimelineGroup
Valeo Financial Advisors, LLC9,121$356K0.01%-7,66513F-HRTimeline
ANCHYRA PARTNERS LLC9,090$355K0.11%+29413F-HRTimeline
Allworth Financial LP9,085$355K<0.01%+95313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,037$353K<0.01%-7713F-HRTimelineGroup
Aaron Wealth Advisors LLC8,938$349K0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC8,933$349K<0.01%+48713F-HRTimeline
Compton Wealth Advisory Group, LLC8,780$349K0.08%013F-HRTimeline
FOCUSED ALPHA, LLC8,773$343K0.11%013F-HRTimeline
Keebeck Wealth Management8,772$343K0.04%+2,54013F-HRTimeline
Five Oceans Advisors8,767$343K0.12%013F-HRTimeline
BLAIR WILLIAM & CO/IL8,597$336K<0.01%-1,66713F-HRTimeline
Ellevest, Inc.8,464$331K0.05%new13F-HRTimeline
EJMK Ventures LLC8,455$330K0.18%-2,94313F-HRTimeline
Werba Rubin Papier Wealth Management8,442$330K0.05%+15913F-HRTimeline
PUREfi Wealth, LLC8,364$327K0.21%+1,42413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,294$324K<0.01%new13F-HRTimelineGroup
Storgate, LLC8,254$322K0.25%new13F-HRTimeline
Perigon Wealth Management, LLC8,250$322K0.01%+69913F-HRTimeline
Florida Trust Wealth Management Co8,166$319K0.01%013F-HRTimeline
World Investment Advisors8,136$318K0.01%-23213F-HRTimeline
CTC Alternative Strategies, Ltd.8,208$315K0.72%new13F-HRTimeline
Investors Research Corp8,036$314K0.06%013F-HRTimeline
EVOKE WEALTH, LLC7,806$305K0.01%+94313F-HRTimeline
Calydon Capital7,694$301K0.05%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC7,661$299K0.02%-48513F-HRTimeline
Traveka Wealth, LLC7,500$293K0.11%-7813F-HRTimeline
Mattson Financial Services, LLC7,404$289K0.07%new13F-HRTimeline
Greenspring Advisors, LLC7,316$286K0.02%+82013F-HRTimeline
Westover Capital Advisors, LLC7,300$285K0.05%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,273$284K<0.01%-10413F-HRTimelineGroup
Cromwell Holdings LLC7,242$283K0.16%013F-HRTimeline
New Republic Capital, LLC7,151$279K0.09%-4,06513F-HRTimeline
Zhang Financial LLC7,061$276K0.01%-21213F-HRTimeline
BRIGHTON JONES LLC7,053$276K0.01%new13F-HR/ATimeline
NewEdge Wealth, LLC7,023$274K<0.01%-7,33213F-HRTimeline
Columbia Asset Management6,998$273K0.05%+6213F-HRTimeline
Brown Financial Advisors6,981$273K0.1%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …6,972$268K0.03%new13F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…6,997$268K<0.01%+1,85913F-HRTimelineGroup
SEVEN MILE ADVISORY6,737$263K0.19%+30313F-HRTimeline
EP Wealth Advisors, LLC6,502$254K<0.01%-5,99213F-HRTimeline
Centurion Wealth Management LLC6,500$254K0.06%013F-HRTimeline
Wealthspire Advisors, LLC6,476$253K<0.01%-9,00513F-HRTimeline
First City Capital Management, Inc.6,464$253K0.13%-513F-HRTimeline
Collaborative Fund Advisors, LLC6,441$252K0.16%13F-HRTimeline
SBI Securities Co., Ltd.6,399$250K0.01%+11913F-HRTimeline
Simmons Bankin group Simmons Bank6,399$250K0.02%-2,16813F-HRTimelineGroup
Athena Wealth Management, LLC6,264$245K0.2%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,360$245K0.02%-3,13013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,241$244K0.01%new13F-HRTimelineGroup
Soltis Investment Advisors LLC6,214$243K0.02%+22613F-HRTimeline
Granite Group Advisors, LLC6,104$242K0.15%013F-HRTimeline
Sunpointe, LLC6,144$240K0.08%-2013F-HRTimeline
Prime Capital Investment Advisors, LLC6,047$236K<0.01%+17113F-HRTimeline
Greykasell Wealth Strategies, Inc.6,044$236K0.1%013F-HRTimeline
Gotham Asset Management, LLC6,021$235K<0.01%-14013F-HRTimeline
Integrated Investment Consultants, LLC5,981$234K0.05%013F-HRTimeline
111 Capital6,018$231K0.06%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,838$228K0.01%new13F-HRTimelineGroup
SCS Capital Management LLC5,831$228K<0.01%013F-HRTimeline
Integrity Financial Corp /WA5,655$221K0.11%new13F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…5,648$221K0.02%-51113F-HRTimelineGroup
AIRE ADVISORS, LLC5,647$221K0.04%+2913F-HRTimeline
PICTET BANK & TRUST Ltd5,758$220K0.29%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC5,284$219K0.02%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…5,700$219K0.07%+95013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ashton Thomas Private Wealth, LLC5,594$219K0.01%-7413F-HRTimeline
HARBOUR INVESTMENTS, INC.5,586$218K<0.01%+36913F-HRTimeline
Brucke Financial, Inc.5,577$218K0.11%-4,89513F-HRTimeline
West Family Investments, Inc.5,558$217K0.08%-4,13713F-HRTimeline
Prospera Financial Services Inc5,545$217K<0.01%-12,70113F-HRTimeline
FLC Capital Advisors5,468$214K0.04%013F-HRTimeline
COZAD ASSET MANAGEMENT INC5,388$211K0.02%-74213F-HRTimeline
Advisory Services Network, LLC5,364$210K<0.01%+52813F-HRTimeline
Syverson Strege & Co5,349$209K0.05%-39213F-HRTimeline
MONECO ADVISORS, LLC5,327$208K0.02%+4413F-HRTimeline
PCM Encore, LLC5,282$206K0.04%new13F-HRTimeline
Glen Eagle Advisors, LLC5,282$206K0.03%013F-HRTimeline
Texas Capital Bank Wealth Management Se…5,281$206K0.01%013F-HRTimeline
PARK NATIONAL CORP /OH/5,278$206K0.01%-3,80513F-HRTimeline
Arax Advisory Partners5,210$206K0.01%-2,52713F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,218$204K0.01%-34213F-HRTimeline
MQS Management LLC5,141$201K0.14%new13F-HRTimeline
Cheviot Value Management, LLC5,119$200K0.02%013F-HRTimeline
Financial Perspectives, Inc4,894$191K0.05%013F-HRTimeline
Hilltop National Bank4,849$189K0.05%+37913F-HRTimeline
Independence Bank of Kentucky4,766$182K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,750$147K0.01%-1,19613F-HRTimeline
UMB Bank, n.a.3,497$137K<0.01%-33113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CREATIVE FINANCIAL DESIGNS INC /ADV3,175$124K0.01%+30613F-HRTimeline
Golden State Wealth Management, LLC3,144$123K0.01%013F-HRTimeline
IFP Advisors, Inc3,056$119K<0.01%-1,09813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,034$119K0.03%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton2,667$104K0.02%013F-HRTimeline
Owl Creek Wealth Partners LLC2,612$102K0.04%13F-HRTimeline
Bruce G. Allen Investments, LLC2,575$101K0.07%-6613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,564$100K<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC2,506$97.9K0.02%new13F-HRTimeline
Bayforest Capital Ltd2,503$97.8K0.11%-1,00513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,313$90.4K<0.01%+2013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,207$86.2K<0.01%+1,98913F-HRTimelineGroup
Westside Investment Management, Inc.2,095$82.6K0.01%013F-HRTimeline
PlanVest Financial, Inc2,096$81.9K0.06%13F-HRTimeline
Mountain Hill Investment Partners Corp.2,000$78.1K0.05%-6,00013F-HRTimeline
Activest Wealth Management2,000$76.5K0.01%013F-HRTimeline
Berbice Capital Management LLC1,700$66.4K0.04%+10013F-HRTimeline
MAI Capital Management1,674$65.4K<0.01%+87513F-HRTimeline
GAMMA Investing LLC1,611$62.9K<0.01%+31113F-HRTimeline
Wilmington Savings Fund Society, FSB1,590$62.1K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,513$59.1K<0.01%+5013F-HRTimeline
NFSG Corp1,425$55.7K0.01%-15013F-HRTimeline
Sound Income Strategies, LLC1,378$54.8K<0.01%+1113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,354$52.9K<0.01%+35413F-HRTimeline
Salomon & Ludwin, LLC1,297$51.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,143$50.4K0.01%+17413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,237$48.3K0.01%new13F-HRTimeline
Larson Financial Group LLC1,169$45.7K<0.01%+29313F-HRTimeline
Ares Financial Consulting, LLC1,130$44.9K0.04%+1,06213F-HRTimeline
Federation des caisses Desjardins du Qu…1,120$43.6K<0.01%+49013F-HRTimeline
Community Bank, N.A.1,000$39.1K<0.01%013F-HRTimeline
McIlrath & Eck, LLC991$38.7K<0.01%013F-HRTimeline
Key Financial Inc988$38.6K0.01%+21513F-HRTimeline
BAYBAN1,000$38.3K0.03%013F-HRTimeline
Fairscale Capital, LLC969$37.9K0.03%013F-HRTimeline
SHP Wealth Management963$37.6K<0.01%+6013F-HRTimeline
Smithfield Trust Co900$36K<0.01%013F-HRTimeline
True Wealth Design, LLC906$35.4K0.01%+47713F-HRTimeline
Prosperity Bancshares Inc870$34K0.03%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK858$33.5K<0.01%+26313F-HRTimelineGroup
Robinswood Financial LLC798$31.2K0.01%013F-HR/ATimeline
MidFirst Bank715$27.9K<0.01%+5713F-HRTimeline
Addison Advisors LLC711$27.8K0.01%013F-HRTimeline
GW&K Investment Management, LLC650$25K<0.01%+18613F-HRTimeline
Whipplewood Advisors, LLC635$24.8K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA635$24.4K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC591$23.1K<0.01%+45013F-HRTimelineGroup
Clean Yield Group591$23.1K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC559$21.8K<0.01%-68513F-HRTimeline
WealthCollab, LLC509$19.9K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…501$19.6K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$19.5K0.01%013F-HRTimeline
YANKCOM Partnership509$19.5K0.01%-49913F-HRTimeline
CoreCap Advisors, LLC497$19.4K<0.01%013F-HRTimeline
Lavaca Capital LLC460$18K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.451$17.6K<0.01%+1013F-HRTimeline
Acumen Wealth Advisors, LLC429$16.8K<0.01%-4313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…411$16.1K<0.01%-3613F-HRTimelineGroup
UNION SAVINGS BANK410$16K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC400$15.6K0.01%013F-HRTimeline
Bullock Wealth Management Group383$15.2K0.01%013F-HRTimeline
Triumph Capital Management373$14.6K<0.01%-6613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC360$14.1K<0.01%-21913F-HRTimeline
Innovative Asset Advisors Group, LLC360$14.1K0.01%13F-HRTimeline
Truvestments Capital LLC348$13.6K<0.01%+34213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …340$13.3K<0.01%+33913F-HRTimelineGroup
Hanson & Doremus Investment Management339$13K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.328$12.8K<0.01%-4613F-HRTimeline
Destiny Wealth Partners, LLC315$12.3K<0.01%new13F-HRTimeline
Sterling Capital Management LLC314$12.3K<0.01%-113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC304$11.9K<0.01%-7213F-HRTimeline
CX Institutional288$11K<0.01%+6413F-HRTimeline
AdvisorNet Financial, Inc279$10.9K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC277$10.8K<0.01%new13F-HR/ATimeline
FINANCIAL CONSULATE, INC254$9.92K<0.01%-6413F-HRTimeline
Main Street Group, LTD242$9.46K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC239$9.34K0.01%+413F-HRTimeline
MONTAG A & ASSOCIATES INC237$9.26K<0.01%-6413F-HRTimeline
Principia Wealth Advisory, LLC229$8.95K0.01%+4413F-HRTimeline
Bell Investment Advisors, Inc226$8.83K<0.01%-16513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC224$8.75K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.224$8.58K<0.01%-5713F-HRTimeline
True Link Financial Advisors, LLC216$8.44K<0.01%new13F-HR/ATimeline
Cornerstone Financial Management LLC209$8.17K0.01%+1113F-HR/ATimeline
Roxbury Financial LLC205$8.02K0.01%013F-HRTimeline
Bare Financial Services, Inc205$8.01K<0.01%+12113F-HRTimeline