13F

Stock

UBS Group AG

UBS · held by 23 managers

Reported value

$1.04B

Holders

23

+4 new · −1 exited

Holders’ est. mark

$1.57M

Price effect on 6 books still in the name

Largest holder

$698.1M

BANK OF AMERICA CORP /DE/

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/17M$698.1MHeld
MORGAN STANLEY7.71M$316.3MHeld
TUDOR INVESTMENT CORP ET AL188.3K$7.72MHeld
Alberta Investment Management Corp170K$6.94M$1.19MCut−$2.12M
GROUPAMA ASSET MANAGMENT144.4K$4.69MHeld
MIRABELLA FINANCIAL SERVICES LLP104.7K$4.29MHeld
Sanctuary Advisors, LLC37.2K$1.53M$244.6KAdded$374.5K
Henshaw Capital LLC33.3K$1.36MNew
Cresset Asset Management, LLC12.9K$527K$91.3KAdded$96.8K
Savant Capital, LLC11.2K$457.4K$44KAdded$250.4K
Keel Point, LLC9.32K$382KHeld
Allworth Financial LP7.12K$291.7KHeld
Syverson Strege & Co5.88K$241KHeld
National Philanthropic Trust5.21K$213.8KNew
IFP Advisors, Inc3.24K$132.7KHeld
VIRTUS ADVISERS, LLC2.52K$81.9KNew
BARCLAYS PLC798$32.7K$5.73KCut−$28.8K
Cape Investment Advisory, Inc.724$29.7KHeld
Nalls Sherbakoff Group, LLC400$16.4K$2.87KAdded$2.87K
Principia Wealth Advisory, LLC191$7.83KHeld
Essential Partners LLC166$6.81KNew
Kilter Group LLC52$2.13KHeld
SkyView Investment Advisors, LLC19.6K$804Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.