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

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.