# UBS GROUP AG (UBS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UBS/

- Reporting holders: 31
- Reported value: $105.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Crocodile Capital Partners GmbH](https://holderbook.com/funds/1956498-crocodile-capital-partners-gmbh/) | $56.3M | 1,170,000 | 35.2% | 7 |
| [Systrade AG](https://holderbook.com/funds/1818160-systrade-ag/) | $33.9M | 705,200 | 17.2% | 10 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $5.7M | 119,345 | 0.1% | 32 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $2.5M | 52,066 | 0.5% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.4M | 28,516 | 0.0% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.2M | 24,041 | 0.1% | 8 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $708.9K | 14,728 | 0.0% | 15 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $508.3K | 10,560 | 0.3% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $402.4K | 8,551 | 0.0% | 12 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $399.2K | 8,295 | 0.3% | 3 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $386.8K | 8,036 | 0.1% | 32 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $323.9K | 6,729 | 0.0% | 2 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $305.5K | 6,346 | 0.0% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $212.5K | 4,415 | 0.0% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $210.6K | 4,375 | 0.0% | 22 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $201.0K | 4,176 | 0.0% | 1 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $192.6K | 4,001 | 0.0% | 26 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $132.7K | 2,758 | 0.1% | 1 |
| [Border to Coast Pensions Partnership Ltd](https://holderbook.com/funds/1876496-border-to-coast-pensions-partnership-ltd/) | $120.9K | 2,510,000 | 1.7% | 14 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $96.9K | 2,014 | 0.0% | 12 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $24.1K | 500 | 0.0% | 1 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $18.2K | 383 | 0.0% | 9 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $17.5K | 363 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $16.5K | 343 | 0.0% | 10 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $12.6K | 261 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 31 | $105.2M |
| Q2 2026 | 772 | $66.5B |
| Q1 2026 | 686 | $46.6B |
| Q4 2025 | 700 | $63.4B |
| Q3 2025 | 628 | $53.8B |
| Q2 2025 | 606 | $46.9B |
| Q1 2025 | 592 | $45.3B |
| Q4 2024 | 579 | $44.5B |
| Q3 2024 | 560 | $46.2B |
| Q2 2024 | 567 | $45.0B |
| Q1 2024 | 547 | $46.7B |
| Q4 2023 | 540 | $44.7B |