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Disclosery

UBS UBS GROUP AG

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Stock (common), issuer CIK 1610520

Filings received so far for Q3 2026: 35 13F filers report a position in UBS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Border to Coast Pensions Partnership Ltd2,510,000$121M1.66%+115,20013F-HRTimeline
Crocodile Capital Partners GmbH1,170,000$56.3M35.15%013F-HRTimeline
Systrade AG705,200$33.9M17.2%+77,90013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC119,345$5.74M0.08%-13,13913F-HRTimelineGroup
Legacy Wealth Asset Management, LLC52,066$2.51M0.55%+12613F-HRTimeline
Farther Finance Advisors, LLC28,516$1.37M0.01%+3,60613F-HRTimeline
Versant Capital Management, Inc24,041$1.16M0.1%+50913F-HRTimeline
Valeo Financial Advisors, LLC14,728$709K0.01%+2,07913F-HRTimeline
M.E. ALLISON & CO., INC.10,560$508K0.29%013F-HRTimeline
Avior Wealth Management, LLC8,421$405K0.01%+26213F-HRTimeline
Wedmont Private Capital8,551$402K0.01%+10113F-HRTimeline
Athena Wealth Management, LLC8,295$399K0.29%+1,38713F-HRTimeline
Investors Research Corp8,036$387K0.07%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC6,729$324K0.04%+19813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,346$305K0.02%-15513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,702$226K0.03%+45013F-HRTimeline
Venture Visionary Partners LLC4,415$212K0.01%-1,41213F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,375$211K0.01%-11513F-HRTimeline
Avidian Wealth Enterprises, LLC4,176$201K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton4,001$193K0.03%013F-HRTimeline
Miller Global Investments, LLC2,758$133K0.11%new13F-HRTimeline
GAMMA Investing LLC2,014$96.9K<0.01%+3113F-HRTimeline
Bank of New Hampshire500$24.1K0.01%new13F-HRTimeline
CX Institutional424$20K<0.01%+20013F-HRTimeline
Bullock Wealth Management Group383$18.2K0.01%013F-HRTimeline
Grove Bank & Trust363$17.5K<0.01%+25013F-HRTimeline
CoreCap Advisors, LLC343$16.5K<0.01%-17713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC261$12.6K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC240$11.6K0.01%-113F-HRTimeline
Roxbury Financial LLC208$10K0.01%013F-HRTimeline
Planning Strategies Inc.111$5.34K<0.01%new13F-HRTimeline
GK Wealth Management LLC60$2.89K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC38$1.83K<0.01%013F-HRTimeline
Noble Wealth Management PBC26$1.25K<0.01%+513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC11$530<0.01%new13F-HRTimeline