13F

Stock

UBS Group AG

UBS · held by 691 managers

Reported value

$59.7B

Holders

691

+7 new · −2 exited

Holders’ est. mark

$1.88B

Price effect on 10 books still in the name

Largest holder

$6.51B

UBS Group AG

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
UBS Group AG140.5M$6.51B—Held
Vanguard139.1M$6.42B—Held
NORGES BANK105M$4.89B$1.7BAdded$638M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/68.6M$3.18B—Held
Fisher Asset Management, LLC64.1M$2.97B—Held
Fidelity58.1M$2.71B—Held
WELLINGTON MANAGEMENT GROUP LLP57.7M$2.69B—Held
Zurcher Kantonalbank (Zurich Cantonalbank)49.5M$2.31B—Held
Cevian Capital II GP LTD48.1M$2.23B—Held
JPMORGAN CHASE & CO40.4M$1.87B—Held
Capital World Investors37.4M$1.73B—Held
Pictet Asset Management Holding SA35.9M$1.68B—Held
Dodge & Cox33.7M$1.56B—Held
DEUTSCHE BANK AG\29.6M$1.37B—Held
Legal & General Group Plc23.6M$1.1B—Held
PZENA INVESTMENT MANAGEMENT LLC29.8M$1.1B—Held
Amundi19.9M$922.5M—Held
GOLDMAN SACHS GROUP INC18.1M$836.5M—Held
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP17.5M$814.9M—Held
Vontobel Holding Ltd.13.9M$646.7M—Held
Nuveen, LLC11.4M$531.2M—Held
BANK OF AMERICA CORP /DE/10.7M$495.9M$56.9MCut−$202.2M
Viking Global9.13M$426M—Held
Ninety One UK Ltd8.83M$411.9M—Held
CANADA PENSION PLAN INVESTMENT BOARD8.78M$408.8M—Held
Russell Investments Group, Ltd.8.41M$392.5M—Held
CAISSE DES DEPOTS ET CONSIGNATIONS7.92M$369.6M—Held
MORGAN STANLEY7.65M$354.5M$40.6MAdded$38.2M
JANUS HENDERSON GROUP PLC6.86M$320.1M—Held
Banque Cantonale Vaudoise6.74M$314.4M—Held
Bank of New York Mellon Corp6.75M$312.5M—Held
Allianz Asset Management GmbH6.34M$295.7M—Held
CITIGROUP INC6.02M$280.8M—Held
ROYAL BANK OF CANADA5.83M$269.8M—Held
Bank Julius Baer & Co. Ltd, Zurich5.7M$264.6M—Held
Compagnie Lombard Odier SCmA5.38M$251.1M—Held
WCM INVESTMENT MANAGEMENT, LLC5.21M$242.4M—Held
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4.95M$229.1M$76.3MCut−$104M
FRANKLIN RESOURCES INC4.91M$226.4M—Held
M&G PLC4.5M$209.6M—Held
NORTHERN TRUST CORP4.37M$202.2M—Held
BlackRock, Inc.4.03M$186.7M—Held
LGT Group Foundation3.67M$171M—Held
NATIONAL BANK OF CANADA /FI/3.58M$167.1M—Held
AVIVA PLC3.54M$165M—Held
ROYAL LONDON ASSET MANAGEMENT LTD3.53M$163.7M—Held
SIH Partners, LLLP2.61M$121M—Held
CIBC WORLD MARKET INC.2.46M$114.8M—Held
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2.46M$114.6M—Held
PUBLIC SECTOR PENSION INVESTMENT BOARD2.46M$114.4M—Held
Korea Investment CORP2.42M$113M—Held
Liontrust Investment Partners LLP2.23M$104.2M—Held
MOORE CAPITAL MANAGEMENT, LP2.2M$102.4M—Held
BANK OF MONTREAL /CAN/2.19M$102.1M—Held
Invesco Ltd.2.2M$101.7M—Held
Qube Research & Technologies Ltd2.13M$99.4M—Held
Alyeska Investment Group, L.P.2.14M$99M—Held
CAPTRUST FINANCIAL ADVISORS2.1M$97.1M—Held
FIL Ltd2.07M$96.4M—Held
Generali Asset Management SPA SGR2.48M$91.7M—Held
ABN AMRO Bank N.V.1.89M$87.8M—Held
State of Tennessee, Department of Treasury1.84M$87M—Held
MARSHALL WACE, LLP1.82M$84.9M—Held
AMERICAN CENTURY COMPANIES INC1.79M$82.8M—Held
CREDIT AGRICOLE S A1.75M$81.2M—Held
BANQUE PICTET & CIE SA1.52M$70.9M—Held
MANUFACTURERS LIFE INSURANCE COMPANY, THE1.41M$66M—Held
ENVESTNET ASSET MANAGEMENT INC1.41M$65.4M—Held
Lansforsakringar Fondforvaltning AB (publ)1.37M$63.8M—Held
BRANDES INVESTMENT PARTNERS, LP1.37M$63.6M—Held
STATE OF WISCONSIN INVESTMENT BOARD1.26M$58.8M—Held
D. E. Shaw & Co., Inc.1.27M$58.7M—Held
Life Cycle Investment Partners Ltd1.51M$55.9M—Held
Patient Capital Management, LLC1.19M$55M—Held
TD Asset Management Inc1.15M$53.6M—Held
AMERIPRISE FINANCIAL INC1.14M$52.9M—Held
J. Safra Sarasin Holding AG1.12M$52.3M—Held
Crocodile Capital Partners GmbH1.07M$49.6M—Held
GAM Holding AG1.02M$47.6M—Held
MACKENZIE FINANCIAL CORP926.7K$43.2M—Held
ANTIPODES PARTNERS Ltd890.4K$41.5M—Held
ASR Vermogensbeheer N.V.863.5K$40.3M—Held
Zurich Insurance Group Ltd/FI850.3K$39.6M—Held
Icahn Capital698.2K$32.4M—Held
RAYMOND JAMES FINANCIAL INC691.4K$32M—Held
TWO SIGMA ADVISERS, LP690.7K$32M—Held
Channing Global Advisors, LLC685.6K$32M—Held
WELLS FARGO & COMPANY/MN676.8K$31.3M—Held
Haven Global Partners, LLC669K$31.2M—Held
LEVIN CAPITAL STRATEGIES, L.P.658.9K$30.5M—Held
Systrade AG625K$29.1M—Held
Exane Asset Management665.5K$28.9M—Held
ALLIANCEBERNSTEIN L.P.619.4K$28.7M—Held
GREAT LAKES ADVISORS, LLC611.3K$28.3M—Held
Fiera Capital Corp572.6K$26.5M—Held
STIFEL FINANCIAL CORP553.8K$25.6M—Held
EDMOND DE ROTHSCHILD HOLDING S.A.544K$25.4M—Held
Mediolanum International Funds Ltd540.9K$25.3M—Held
EFG International AG526.5K$24.4M—Held
USS Investment Management Ltd516.4K$24M—Held
WORLDQUANT MILLENNIUM ADVISORS LLC514.6K$24M—Held
Baker Avenue Asset Management, LP503.3K$23.3M—Held
CHARLES SCHWAB INVESTMENT MANAGEMENT INC483.8K$22.4M—Held
Quantinno Capital Management LP474.5K$22M—Held
O'SHAUGHNESSY ASSET MANAGEMENT, LLC466.8K$21.6M—Held
VOYA INVESTMENT MANAGEMENT LLC418.7K$19.5M—Held
PBU - The Pension Fund of Early Childhood & Youth Educators379K$17.7M—Held
Pictet North America Advisors SA369.9K$17.3M—Held
GARDNER LEWIS ASSET MANAGEMENT L P367.9K$17M—Held
Baader Bank Aktiengesellschaft360.8K$16.8M—Held
Creative Planning357.1K$16.5M—Held
Henry James International Management Inc.341.4K$15.8M—Held
RBF Capital, LLC340K$15.7M—Held
PRUDENTIAL PLC337.4K$15.7M—Held
Maryland State Retirement & Pension System331.4K$15.5M—Held
CONTRAVISORY INVESTMENT MANAGEMENT, INC.309.6K$14.3M—Held
PDT Partners, LLC305.3K$14.2M—Held
JANE STREET GROUP, LLC301.6K$14M—Held
LAZARD ASSET MANAGEMENT LLC295.2K$13.7M—Held
LGT Fund Management Co Ltd.294.3K$13.7M—Held
MetLife Investment Management, LLC286.5K$13.3M—Held
Leonteq Securities AG356.5K$13.2M—New
LPL Financial LLC283K$13.1M—Held
Assenagon Asset Management S.A.252K$11.8M—Held
CHILTON INVESTMENT CO INC.246.4K$11.4M—Held
Crossmark Global Holdings, Inc.240.1K$11.1M—Held
Value Partners Investments Inc.240.1K$11.1M—Held
Promethos Capital, LLC232.7K$10.8M—Held
Pathstone Holdings, LLC223.8K$10.4M—Held
MILLENNIUM MANAGEMENT LLC223.3K$10.3M—Held
Lighthouse Investment Partners, LLC222.9K$10.3M—Held
Mariner, LLC217.2K$10.1M—Held
RPg Family Wealth Advisory, LLC212.1K$9.82M—Held
Jefferies Financial Group Inc.209.3K$9.75M—Held
Permanens Capital L.P.207.4K$9.61M—Held
NEUBERGER BERMAN GROUP LLC205.9K$9.57M—Held
Renaissance Technologies206.6K$9.57M—Held
DJE Kapital AG203.1K$9.49M—Held
Black Diamond Capital Management I, LLLP200K$9.26M—Held
NLB Skladi, upravljanje premozenja, d.o.o.197.7K$9.21M—Held
M&T Bank Corp191.7K$8.87M—Held
Vanguard Personalized Indexing Management, LLC191K$8.84M—Held
INTECH INVESTMENT MANAGEMENT LLC181.9K$8.48M—Held
Point72 Asset Management, L.P.174.4K$8.08M—Held
Laird Norton Wetherby Trust Company, LLC173.3K$8.02M—Held
Alberta Investment Management Corp170K$7.92M$975.8KAdded$975.8K
Vestmark Advisory Solutions, Inc.167.8K$7.77M—Held
SEI INVESTMENTS CO165.7K$7.67M—Held
Cerity Partners LLC159.8K$7.4M—Held
FIRST TRUST ADVISORS LP158.8K$7.39M—Held
QRG CAPITAL MANAGEMENT, INC.159.5K$7.39M—Held
RITHOLTZ WEALTH MANAGEMENT155.3K$7.19M—Held
ELEVATION POINT WEALTH PARTNERS, LLC148.9K$6.89M$461.6KAdded$5.64M
Triasima Portfolio Management inc.144.4K$6.69M—Held
Ensign Peak Advisors, Inc140.1K$6.54M—Held
TWO SIGMA INVESTMENTS, LP140.5K$6.51M—Held
NatWest Group plc138.7K$6.42M—Held
Callan Family Office, LLC137.6K$6.37M—Held
Osmosis Investment Management UK Ltd136.1K$6.35M—Held
HELIOS CAPITAL MANAGEMENT PTE. LTD136K$6.34M—Held
Ninety One North America, Inc.134.4K$6.27M—Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC132.2K$6.25M—Held
HighTower Advisors, LLC134.6K$6.24M—Held
Clearbridge Investments, LLC134.6K$6.23M—Held
Cetera Investment Advisers131.4K$6.09M—Held
INSPIRE TRUST CO, N.A.130K$6.02M—Held
GROUPAMA ASSET MANAGMENT153.4K$5.67M$644.2KAdded$975.9K
Plato Investment Management Ltd120.9K$5.67M—Held
Orion Porfolio Solutions, LLC120.7K$5.59M—Held
PNC Financial Services Group, Inc.119.6K$5.54M—Held
PLATINUM INVESTMENT MANAGEMENT LTD117.5K$5.48M—Held
Timber Creek Capital Management LLC113.4K$5.25M—Held
MML INVESTORS SERVICES, LLC112.5K$5.21M—Held
Symmetry Investments LP111.4K$5.16M—Held
Corient Private Wealth LLC110.5K$5.12M—Held
QUADRANT CAPITAL GROUP LLC107.5K$4.98M—Held
US BANCORP \DE\105.2K$4.87M—Held
MERCER GLOBAL ADVISORS INC /ADV99.4K$4.6M—Held
Metis Global Partners, LLC97.9K$4.57M—Held
Bank Pictet & Cie (Europe) AG96.1K$4.48M—Held
MITCHELL CAPITAL MANAGEMENT CO95.5K$4.42M—Held
ARGA Investment Management, LP93.2K$4.35M—Held
Y-Intercept (Hong Kong) Ltd92K$4.26M—Held
Pacer Advisors, Inc.3.02M$4.16M—Held
Groupe la Francaise86.4K$4.03M—Held
FACTORY MUTUAL INSURANCE CO86.5K$4.01M—Held
Independent Advisor Alliance86.2K$3.99M—Held
HIGHLAND CAPITAL MANAGEMENT, LLC84.3K$3.9M—Held
Citadel83.6K$3.87M—Held
OCCUDO QUANTITATIVE STRATEGIES LP82.7K$3.83M—Held
OPAL CAPITAL LLC82.3K$3.81M—Held
TrueMark Investments, LLC81.8K$3.79M—Held
SIGNATUREFD, LLC79.8K$3.7M—Held
ASSETMARK, INC78K$3.61M—Held
GLENMEDE TRUST CO NA75.9K$3.51M—Held
EQUITABLE TRUST CO73.6K$3.41M—Held
OSSIAM71.5K$3.34M—Held
CLOVERFIELDS CAPITAL GROUP, LP71.8K$3.32M—Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO70.5K$3.27M—Held
GROUP ONE TRADING LLC70.1K$3.25M—Held
Altman Advisors, Inc.70K$3.24M—Held
CHOREO, LLC69.6K$3.24M—Held
Alaethes Wealth, LLC69.7K$3.23M—Held
Vident Advisory, LLC69.6K$3.22M—Held
Permanent Capital Management, LP67.5K$3.12M—Held
Advisors Capital Management, LLC65K$3.01M—Held
Trivant Custom Portfolio Group, LLC64.3K$2.98M—Held
Runnymede Capital Advisors, Inc.64.3K$2.98M—Held
Bleakley Financial Group, LLC64.2K$2.97M—Held
NewEdge Advisors, LLC63.9K$2.96M—Held
Orca Wealth Management, LLC60.1K$2.87M—Held
Wealth Alliance Advisory Group, LLC61.5K$2.85M—Held
TRANSATLANTIQUE PRIVATE WEALTH LLC60.4K$2.82M—Held
Man Group plc59.1K$2.74M—Held
BTC Capital Management, Inc.57.6K$2.67M—Held
Forum Financial Management, LP56.4K$2.61M—Held
Legacy Wealth Asset Management, LLC54.6K$2.53M—Held
SIMPLEX TRADING, LLC53K$2.46M—Held
Gator Capital Management, LLC52.4K$2.43M—Held
IEQ CAPITAL, LLC52.4K$2.43M—Held
Andra AP-fonden65.2K$2.41M—Held
MITCHELL & PAHL PRIVATE WEALTH, LLC51.7K$2.4M—Held
Marex Group plc51.4K$2.38M$806.2KCut−$51.4K
Focus Partners Wealth51.3K$2.38M—Held
CIM, LLC49.8K$2.31M—Held
Vise Technologies, Inc.48.9K$2.27M—Held
GREENLEAF TRUST48.7K$2.26M—Held
Advisors Asset Management, Inc.47.6K$2.2M—Held
Stamos Capital Partners, L.P.46.7K$2.16M—Held
Qtron Investments LLC46K$2.15M—Held
Gradient Investments LLC45.8K$2.12M—Held
YOUSIF CAPITAL MANAGEMENT, LLC45.7K$2.12M—Held
1832 Asset Management L.P.45.5K$2.11M—Held
Abacus Wealth Partners, LLC44.5K$2.06M—Held
Ethic Inc.44.4K$2.06M—Held
Quantbot Technologies LP43.8K$2.03M—Held
Sanctuary Advisors, LLC43K$1.99M$197.7KAdded$466.3K
CAPITAL INTERNATIONAL SARL42.5K$1.98M—Held
Compound Planning, Inc.41.6K$1.93M—Held
JONES FINANCIAL COMPANIES LLLP41.4K$1.92M—Held
EVERGREEN CAPITAL MANAGEMENT LLC41.3K$1.91M—Held
Atria Investments, Inc41.1K$1.9M—Held
RHUMBLINE ADVISERS40.2K$1.86M—Held
Legacy Capital Group California, Inc.39.5K$1.83M—Held
TRUIST FINANCIAL CORP39.4K$1.82M—Held
Ballentine Partners, LLC38.7K$1.79M—Held
Grantham, Mayo, Van Otterloo & Co. LLC37.4K$1.75M—Held
Sequoia Financial Advisors, LLC37.6K$1.74M—Held
MIRABELLA FINANCIAL SERVICES LLP37.2K$1.72M$197.4KCut−$2.57M
Baker Ellis Asset Management LLC37.1K$1.72M—Held

Who left

Positions as of Q4 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.