Stock ownership · SEC 13F · Q4 2025
UBS GROUP AG
A breakdown of UBS GROUP AG's institutional base (CUSIP H42097107): the holders, the concentration among them, and what changed last quarter.
- $5.9M
- Reported value
- 6
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, UBS GROUP AG ranks #534 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $5.9M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 6
- institutions hold it
- $5.9M
- reported 13F value
- 100%
- held by top 5
- #534
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, UBS GROUP AG ranks #534 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP H42097107 · Q4 2025 $6M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #534/775
- HOLDERS-FOCUS 6 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH VANGUARD WHITEHALL FDS
- ACTIVITY-MID 5 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: VANGUARD WHITEHALL FDS
Read with: Ownership concentration guide - UBS GROUP AG's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · UBS GROUP AG
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a UBS GROUP AG position has risen from 3 to 6 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | GROUPAMA ASSET MANAGMENT | 153,351 | $5.7M | 95.4% |
| 2 | Banque Transatlantique SA | 4,847 | $226K | 3.8% |
| 3 | MidFirst Bank | 658 | $30K | 0.5% |
| 4 | Bell Investment Advisors, Inc | 391 | $18K | 0.3% |
| 5 | TD Capital Management LLC | 29 | $1K | 0.0% |
| 6 | SG Trading Solutions, LLC | 5,218 | $242 | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among UBS GROUP AG's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (5)
Complete exits (3)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for UBS GROUP AG: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($5.9M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (6 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.