UBS · Company research
UBS Group AG (UBS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8157 | 404278 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Rosenberg Matthew Hamilton | 1812103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4001 | 198290 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3332 | 165155 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CARY STREET PARTNERS FINANCIAL LLC | 1475045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2436 | 120728 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Gallacher Capital Management LLC | 1960749 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11899 | 589719 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222503 | 11027249 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Keebeck Wealth Management | 1803675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10584 | 524543 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53793867 | 2671520850 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Stonebrook Private Inc. | 2008738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4314 | 213802 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 653 | 32 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16524 | 818929 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4766 | 236203 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5281 | 261726 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Portside Wealth Group, LLC | 1978608 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3782 | 187436 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201143 | 9968646 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24585 | 1218433 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OneAscent Family Office, LLC | 2055812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5691 | 282046 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209623 | 10389 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FOCUSED ALPHA, LLC | 2105062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8892 | 440688 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9578 | 474702 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142 | 7038 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1871 | 93026 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Fullerton Fund Management Co Ltd. | 1592746 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7327 | 363875 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nova Wealth Management, Inc. | 2051980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 212 | 10507 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 297 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8881 | 440138 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13334 | 660855 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Mattson Financial Services, LLC | 2034595 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7298 | 390443 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Westover Capital Advisors, LLC | 1483467 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7300 | 361788 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 1884 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22842 | 1132050 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Evelyn Partners Group Ltd | 2146944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36966 | 1831820 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22936105 | 1136713364 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17093 | 847129 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1744353 | 86447478 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137 | 6790 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350 | 17383 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AVIVA PLC | 1140022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3688297 | 182795267 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legacy Wealth Asset Management, LLC | 1846151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51940 | 2574146 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Focus Financial Network, Inc. | 2010942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5720 | 283483 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13467309 | 667439834 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14828609 | 734920691 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1614810 | 80031598 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SIH Partners, LLLP | 1996244 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7450900 | 369266604 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Gradient Investments LLC | 1542265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132484 | 6565907 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| TRUST POINT INC. | 1635633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13926 | 690173 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Acumen Wealth Advisors, LLC | 1939202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 413 | 20469 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Frec Markets, Inc. | 2111359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11410 | 565480 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92 | 4560 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GDS Wealth Management | 1940869 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4741 | 234964 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 953770 | 47268841 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 261 | 12936 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| CONNABLE OFFICE INC | 914933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24733 | 1225767 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PICTET BANK & TRUST Ltd | 1535631 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5758 | 285955 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| M.E. ALLISON & CO., INC. | 1619532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10560 | 523354 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| BANQUE PICTET & CIE SA | 1535602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1637812 | 81337319 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Bank Pictet & Cie (Europe) AG | 1123274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61209 | 3039773 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 520 | 25771 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Massachusetts Wealth Management | 1966011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21080 | 1044725 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Kozak & Associates, Inc. | 1764970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96 | 4773 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5588 | 276941 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Bravera Wealth | 2126773 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132 | 6542 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113 | 5600 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Savvy Advisors, Inc. | 2003633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6059 | 300284 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 193469 | 9588324 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200058 | 9914875 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Byrne Asset Management LLC | 1911322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 6443 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10181 | 504570 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41 | 2032 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Pure Financial Advisors, LLC | 1571556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4159 | 206107 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Noble Wealth Management PBC | 2055065 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 1041 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158219 | 7841317 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1983 | 98277 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Inspire Advisors, LLC | 1810558 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5003 | 248131 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WEALTH ALLIANCE, LLC | 1793904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5181 | 256770 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 850000 | 42066500 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 521574 | 25851639 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Warren Street Wealth Advisors, LLC | 1703496 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4440 | 220046 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 779 | 38608 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7919 | 392452 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.