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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
American Capital Advisory, LLC203$7.93K<0.01%+15013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$7.81K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC192$7.5K<0.01%+913F-HRTimeline
Westend Capital Management, LLC191$7.46K<0.01%-813F-HRTimeline
Physician Wealth Advisors, Inc.190$7.42K<0.01%+2713F-HRTimeline
ALBION FINANCIAL GROUP /UT188$7.35K<0.01%013F-HRTimeline
Manchester Capital Management LLC186$7.27K<0.01%013F-HRTimeline
Abound Wealth Management180$7.03K<0.01%-6113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC180$7.03K<0.01%new13F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…189$7K<0.01%-313F-HRTimelineGroup
Atlantic Edge Private Wealth Management…175$6.84K<0.01%013F-HRTimeline
Signature Equity Partners, LLC162$6.33K<0.01%013F-HRTimeline
LRI Investments, LLC160$6.25K<0.01%+2613F-HRTimeline
Sunbelt Securities, Inc.151$5.9K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC160$5.87K<0.01%-1513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC146$5.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.141$5.51K<0.01%+3213F-HRTimeline
CVA Family Office, LLC138$5.39K<0.01%013F-HRTimeline
Benson Wealth Management INC137$5.35K0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC136$5.31K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.133$5.2K<0.01%013F-HRTimeline
Essential Partners LLC131$5.12K<0.01%new13F-HRTimeline
Bravera Wealth132$5.05K<0.01%-1413F-HRTimeline
JPL Wealth Management, LLC123$4.81K<0.01%new13F-HR/ATimeline
Dunhill Financial, LLC123$4.75K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC120$4.69K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.118$4.61K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC117$4.57K<0.01%new13F-HRTimeline
Rossby Financial, LCC111$4.41K<0.01%+9413F-HRTimeline
First Pacific Financial112$4.38K<0.01%013F-HRTimeline
Grove Bank & Trust108$4.22K<0.01%+1613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…108$4.22K<0.01%-3013F-HRTimeline
2UniFi Bank100$4.14K<0.01%013F-HRTimeline
Kozak & Associates, Inc.96$4.09K<0.01%013F-HRTimeline
Key Capital Management, INC103$4.02K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.98$3.8K<0.01%+6213F-HRTimeline
Trifecta Capital Advisors, LLC96$3.75K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.81$3.16K<0.01%-913F-HRTimeline
Fortitude Family Office, LLC74$2.89K<0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC70$2.73K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.69$2.7K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.67$2.62K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…65$2.54K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…60$2.34K<0.01%new13F-HRTimelineGroup
Burk Holdings LLC59$2.31K<0.01%new13F-HRTimeline
Basepoint Wealth LLC56$2.21K<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC56$2.19K<0.01%new13F-HRTimeline
Bogart Wealth, LLC55$2.15K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.54$2.11K<0.01%-3913F-HRTimelineGroup
Avion Wealth65$2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners52$2K<0.01%013F-HRTimeline
SWAN Capital LLC48$1.88K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC46$1.8K<0.01%013F-HRTimelineGroup
Sankala Group LLC44$1.63K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC41$1.6K<0.01%new13F-HRTimeline
Advocate Investing Services LLC40$1.56K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC38$1.49K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST39$1.44K<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.35$1.37K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC35$1.37K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC32$1.25K<0.01%-7913F-HRTimeline
Asset Dedication, LLC31$1.21K<0.01%new13F-HRTimeline
TD Capital Management LLC29$1.13K<0.01%013F-HRTimeline
Caitlin John, LLC27$1.05K<0.01%013F-HRTimeline
CENTRAL TRUST Co20$782<0.01%-313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…13$508<0.01%new13F-HRTimeline
Nemes Rush Group LLC11$430<0.01%-913F-HRTimeline
Kilter Group LLC10$391<0.01%-413F-HRTimeline
Nvest Wealth Strategies, Inc.9$352<0.01%new13F-HRTimeline
Monetary Solutions, Ltd8$313<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC4$156<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3$118<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1$27<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.1$27<0.01%013F-HRTimeline
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.