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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

750 managers (767 13F filers) reported a position in UBS shares at 2026-06-30, 1,272,912,036 shares in all. 137 filers opened a position and 57 filers sold out during the quarter.

Managers
750
13F filers
767
New
137
Added
278
Reduced
225
Sold out
57
Shares held by filers
1,272,912,036

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CREDIT INDUSTRIEL ET COMMERCIAL987$48.8K0.01%-73,10013F-HRTimeline
Fairscale Capital, LLC969$48K0.03%013F-HRTimeline
True Wealth Design, LLC910$45.1K0.01%+413F-HRTimeline
Smithfield Trust Co900$44K<0.01%013F-HRTimeline
Prosperity Bancshares Inc870$43.1K0.03%013F-HRTimeline
Activest Wealth Management836$41.5K0.01%-1,16413F-HRTimeline
FINANCIAL CONSULATE, INC801$39.7K<0.01%+54713F-HRTimeline
Bayforest Capital Ltd799$39.6K0.04%-1,70413F-HRTimeline
Robinswood Financial LLC798$39.5K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK779$38.6K<0.01%-7913F-HRTimelineGroup
Key Financial Inc773$38.3K0.01%-21513F-HRTimeline
V-Square Quantitative Management LLC730$36.2K<0.01%new13F-HRTimeline
MidFirst Bank715$35.4K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC700$34.7K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…697$34.6K<0.01%+28613F-HRTimelineGroup
First Bancorp, Inc /ME/647$32.1K0.01%new13F-HRTimeline
GW&K Investment Management, LLC653$32K<0.01%+313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS641$31.7K<0.01%new13F-HRTimeline
Clean Yield Group591$29.3K0.01%013F-HRTimeline
Triumph Capital Management524$26K<0.01%+15113F-HRTimeline
CoreCap Advisors, LLC520$25.8K<0.01%+2313F-HRTimeline
WealthCollab, LLC509$25.2K0.01%013F-HRTimeline
YANKCOM Partnership509$25.2K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…501$24.8K<0.01%013F-HRTimeline
Elequin Capital, LP501$24.8K<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.500$24.8K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management472$23.4K<0.01%-11,79813F-HRTimelineGroup
Kilter Group LLC420$20.8K0.01%+41013F-HRTimeline
Acumen Wealth Advisors, LLC413$20.5K<0.01%-1613F-HRTimeline
Nalls Sherbakoff Group, LLC400$19.8K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC392$19.4K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc390$19.3K<0.01%+16413F-HRTimeline
Bullock Wealth Management Group383$19K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC382$18.9K<0.01%+2213F-HRTimeline
Cornerstone Financial Management LLC363$18K0.01%+15413F-HR/ATimeline
Bare Financial Services, Inc359$17.8K<0.01%+15413F-HRTimeline
Dunhill Financial, LLC350$17.4K<0.01%+22713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC348$17.2K<0.01%+4413F-HRTimeline
Hanson & Doremus Investment Management339$17K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.342$16.9K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …340$16.9K<0.01%13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.323$16K<0.01%+25413F-HRTimeline
Sterling Capital Management LLC314$15.6K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC310$15.4K<0.01%-28113F-HRTimelineGroup
Winch Advisory Services, LLC303$15K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC279$13.8K<0.01%+15613F-HRTimeline
AdvisorNet Financial, Inc279$13.8K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC270$13.4K<0.01%-713F-HRTimeline
Principia Wealth Advisory, LLC263$13K0.01%+3413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC261$12.9K<0.01%new13F-HRTimeline
Main Street Group, LTD242$12K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC241$11.9K0.01%+213F-HRTimeline
MONTAG A & ASSOCIATES INC237$11.7K<0.01%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC224$11.1K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.224$11.1K<0.01%013F-HRTimeline
CX Institutional224$11K<0.01%-6413F-HRTimeline
Financial Management Professionals, Inc.214$10.6K<0.01%-11413F-HRTimeline
LRI Investments, LLC212$10.5K<0.01%+5213F-HRTimeline
Nova Wealth Management, Inc.212$10.5K0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC211$10.5K<0.01%new13F-HRTimeline
Roxbury Financial LLC208$10.3K0.01%+313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$9.91K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.199$9.86K<0.01%+913F-HRTimeline
Signature Equity Partners, LLC196$9.71K<0.01%+3413F-HRTimeline
Manchester Capital Management LLC183$9.07K<0.01%-313F-HRTimeline
Frazier Financial Advisors, LLC183$9.07K<0.01%-913F-HRTimeline
Abound Wealth Management180$8.92K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC180$8.92K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…175$8.67K<0.01%013F-HRTimeline
American Capital Advisory, LLC174$8.62K<0.01%-2913F-HRTimeline
SOA Wealth Advisors, LLC.8,098$8.1K<0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC162$8.02K<0.01%+213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.157$7.78K<0.01%new13F-HR/ATimeline
Whipplewood Advisors, LLC151$7.48K0.01%-48413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC146$7.24K<0.01%013F-HRTimeline
North Star Investment Management Corp.141$6.99K<0.01%013F-HRTimeline
CVA Family Office, LLC138$6.84K<0.01%013F-HRTimeline
Rossby Financial, LCC137$6.79K<0.01%+2613F-HRTimeline
Benson Wealth Management INC137$6.79K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC136$6.74K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC132$6.54K<0.01%new13F-HRTimeline
Bravera Wealth132$6.54K<0.01%013F-HRTimeline
Essential Partners LLC131$6.49K<0.01%013F-HRTimeline
Creative Capital Management Investments…130$6.44K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.126$6.25K<0.01%+4513F-HRTimeline
Provenance Wealth Advisors, LLC120$5.95K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC116$5.75K<0.01%new13F-HRTimeline
Grove Bank & Trust113$5.6K<0.01%+513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…108$5.35K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC97$4.81K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.96$4.77K<0.01%013F-HRTimeline
NBH Bank100$4.71K<0.01%13F-HRTimeline
Godfrey Financial Associates, Inc.92$4.56K<0.01%-2613F-HRTimeline
N.E.W. Advisory Services LLC87$4.31K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.85$4.21K<0.01%new13F-HRTimeline
First Pacific Financial83$4.11K<0.01%-2913F-HRTimeline
IFG Advisory, LLC83$4.1K<0.01%new13F-HRTimeline
Gleason Group, Inc.80$3.96K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…75$3.72K<0.01%+1013F-HRTimeline
Fortitude Family Office, LLC74$3.67K<0.01%013F-HRTimeline
Stone House Investment Management, LLC71$3.52K<0.01%+3913F-HRTimeline
Bogart Wealth, LLC71$3.52K<0.01%+1613F-HRTimeline
Aventura Private Wealth, LLC69$3.42K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.67$3.32K<0.01%013F-HRTimeline
Avion Wealth65$3K<0.01%013F-HRTimeline
Burk Holdings LLC59$2.92K<0.01%013F-HRTimeline
Basepoint Wealth LLC56$2.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…56$2.77K<0.01%-22,17913F-HRTimelineGroup
Asset Dedication, LLC55$2.73K<0.01%+2413F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.54$2.68K<0.01%013F-HRTimelineGroup
Highland Investment Advisors LLC53$2.63K<0.01%13F-HRTimeline
SWAN Capital LLC48$2.38K<0.01%013F-HRTimeline
Allied Private Wealth LLC46$2.36K<0.01%13F-HRTimeline
Sankala Group LLC44$2.33K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC46$2.28K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co45$2.23K<0.01%+2513F-HRTimeline
Dogwood Wealth Management LLC41$2.03K<0.01%013F-HRTimeline
Coston, McIsaac & Partners52$2K<0.01%013F-HRTimeline
Advocate Investing Services LLC40$1.98K<0.01%013F-HRTimeline
Synergy Investment Management, LLC38$1.97K<0.01%new13F-HRTimeline
Downshift Financial, LLC39$1.93K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC38$1.88K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC38$1.88K<0.01%+313F-HRTimeline
Monetary Solutions, Ltd38$1.88K<0.01%+3013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.35$1.74K<0.01%013F-HRTimeline
Crewe Advisors LLC35$1.74K<0.01%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST39$1.71K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC33$1.64K<0.01%new13F-HRTimeline
Quent Capital, LLC31$1.54K<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC30$1.49K<0.01%-6613F-HRTimeline
Cassaday & Co Wealth Management LLC30$1.49K<0.01%-8713F-HRTimeline
TD Capital Management LLC29$1.44K<0.01%013F-HRTimeline
Caitlin John, LLC27$1.34K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC26$1.29K<0.01%new13F-HRTimeline
Noble Wealth Management PBC21$1.04K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC22$1K<0.01%new13F-HR/ATimeline
Forum Finance Group S.A.14$1K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC19$926<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC16$793<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.14$694<0.01%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…13$645<0.01%013F-HRTimeline
Nemes Rush Group LLC11$545<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC10$496<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.9$447<0.01%013F-HRTimeline
Decker Retirement Planning Inc.8$395<0.01%new13F-HRTimeline
Truvestments Capital LLC6$297<0.01%-34213F-HRTimeline
Mosley Wealth Management6$297<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC4$198<0.01%013F-HRTimeline
Kingdom Financial Group LLC.1$34<0.01%013F-HRTimeline
Covestor Ltd8$00%013F-HRTimelineValue filed as zero, left out of ratios.