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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
Ancora Advisors LLCin group Ancora Advisors LLC218$10.1K<0.01%new13F-HRTimelineGroup
CX Institutional224$10K<0.01%013F-HRTimeline
Roxbury Financial LLC205$9.51K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$9.26K0.01%013F-HRTimeline
Westend Capital Management, LLC199$9.22K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC198$9.17K0.01%13F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC195$9.03K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT188$8.71K<0.01%013F-HRTimeline
Manchester Capital Management LLC186$8.61K<0.01%+12413F-HRTimeline
Principia Wealth Advisory, LLC185$8.57K0.01%-613F-HRTimeline
Frazier Financial Advisors, LLC183$8.47K0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC175$8.14K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…175$8.11K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…192$8K<0.01%-613F-HRTimelineGroup
Physician Wealth Advisors, Inc.163$7.55K<0.01%+4113F-HRTimeline
Signature Equity Partners, LLC162$7.5K<0.01%13F-HRTimeline
Wealth Watch Advisors, INC152$7.04K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.151$6.99K<0.01%013F-HRTimeline
Bravera Wealth146$6.82K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC146$6.76K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC143$6.62K<0.01%-7613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC141$6.53K<0.01%-65713F-HRTimelineGroup
CVA Family Office, LLC138$6.39K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…138$6.39K<0.01%+3013F-HRTimeline
Private Wealth Asset Management, LLC136$6.3K<0.01%-4413F-HRTimeline
ORG Partners LLC135$6.25K<0.01%013F-HRTimeline
LRI Investments, LLC134$6.21K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.133$6.16K0.01%013F-HRTimeline
Stephens Consulting, LLC132$6.11K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.134$6K0.01%13F-HRTimeline
Quaker Wealth Management, LLC126$5.84K<0.01%new13F-HRTimeline
Copeland Capital Management, LLC126$5.83K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC120$5.56K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.118$5.46K<0.01%13F-HRTimeline
First Pacific Financial112$5.19K<0.01%-1413F-HRTimeline
Stone House Investment Management, LLC111$5.14K<0.01%+8913F-HRTimeline
North Star Investment Management Corp.109$5.05K<0.01%+9613F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.100$4.63K<0.01%new13F-HRTimelineGroup
Kozak & Associates, Inc.96$4.57K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.96$4.45K<0.01%new13F-HRTimelineGroup
Trifecta Capital Advisors, LLC96$4.45K<0.01%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.93$4.31K<0.01%-1013F-HRTimelineGroup
Grove Bank & Trust92$4.26K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.90$4.17K<0.01%new13F-HRTimeline
2UniFi Bank100$4.05K<0.01%013F-HRTimeline
Bare Financial Services, Inc84$3.89K<0.01%+213F-HRTimeline
Elyxium Wealth, LLC76$3.52K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC74$3.43K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.69$3.19K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC68$3.15K<0.01%13F-HRTimeline
MCF Advisors LLC66$3.06K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…65$3.01K<0.01%013F-HRTimeline
Avion Wealth65$3K<0.01%013F-HRTimeline
Basepoint Wealth LLC56$2.61K<0.01%new13F-HRTimeline
Bogart Wealth, LLC55$2.55K<0.01%013F-HRTimeline
American Capital Advisory, LLC53$2.46K<0.01%+713F-HRTimeline
SWAN Capital LLC48$2.22K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC46$2.13K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC44$2.04K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners52$2K<0.01%new13F-HRTimeline
Advocate Investing Services LLC40$1.85K<0.01%13F-HRTimeline
Sankala Group LLC44$1.82K<0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC38$1.76K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.36$1.68K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.35$1.62K<0.01%013F-HRTimeline
FIRST HORIZON CORP35$1.62K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…35$1.62K<0.01%-56213F-HRTimelineGroup
Horizon Investments, LLC30$1.39K<0.01%013F-HRTimeline
TD Capital Management LLC29$1.34K<0.01%new13F-HRTimeline
Caitlin John, LLC27$1.25K<0.01%013F-HRTimeline
CENTRAL TRUST Co23$1.07K<0.01%+313F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …34$1K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC20$926<0.01%new13F-HRTimeline
Crewe Advisors LLC17$788<0.01%013F-HRTimeline
Rossby Financial, LCC17$787<0.01%new13F-HRTimeline
Kilter Group LLC14$649<0.01%-3813F-HRTimeline
Monetary Solutions, Ltd8$370<0.01%13F-HRTimeline
Truvestments Capital LLC6$278<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3$139<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp2$93<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1$46<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.1$31<0.01%new13F-HRTimeline
FORSTA AP-FONDEN668,012$00%-1,24713F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd8$00%013F-HRTimelineValue filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.