Estimated market cap $161.43BShares outstanding from the company’s latest SEC filing (all share classes, each priced at its own close; ADRs converted to ADS) × last close from Tiingo. Updated daily. This figure: shares as of Dec 31, 2025, last close Nov 13, 2026.3.34B shares, shares as of Dec 31, 2025CIK 1610520The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
—
No open-market trades
Congress trades, 24 mo
4
2 purchases, 2 sales
13F holders
…
Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
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Latest 10-Q
What changed in UBS Group AG's latest quarterly report, compared with the one before.
We have not read a recent 10-Q for this company yet.
Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Executive-branch trades
1 trade
Trades in UBS Group AG reported by the President, Cabinet members and other senior executive-branch officials. Amounts are ranges.Form 278-T is the periodic transaction report that senior executive-branch officials file with the Office of Government Ethics. They must report each trade over $1,000 within 30 days of being notified of it, and no later than 45 days after the trade. Amounts are ranges, not exact figures.
Recent executive-branch trades
Official
AssetThe form has no ticker column. The asset is shown as the filer wrote it. We add a ticker link only when we could match the asset to a listed company.
Type
Traded
AmountThe form asks for a range, such as $1,001 - $15,000, not an exact amount. A line can be left blank when the filer's note says the amount was not more than $1,000.
What UBS Group AG and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
522
227 added · 144 trimmed
Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No recent insider purchases or sales for this company.
13F holders
874.59M shares
522 funds report UBS. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Funds own 39% of shares (Q2 2026)Fund managers with more than $100 million in US-listed stocks file a 13F each quarter. It lists their long stock positions only (shorts, options and bonds are left out) and can arrive up to 45 days after the quarter ends, so this is a snapshot of the quarter end. We add up the shares every fund reports in this class and divide by the shares outstanding. The total can pass 100%: the same shares are often reported by more than one manager (an adviser and the fund it runs), lent shares can be reported twice, and the share count can be out of date after buybacks. We divided 1.29B reported shares by 3.34B shares, from the cover page of the company’s filing as of Dec 31, 2025.
765 funds hold the stock.
Q3 2026: 26% · 5,560 of ~8,900 funds reported so farFunds have 45 days after a quarter ends to file. This quarter’s reports are still arriving, so the figure only counts the funds that have filed so far and will usually rise.
Q2 202538%
Q3 202541%
Q4 202540%
Q1 202634%
Q2 202639%
Q3 2026 (so far)26%
Q3 2026. 58 new, 227 added to, 144 trimmed, 301 exited since Q2 2026.
Download CSVEvery fund that holds UBS, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
4 in 24 mo
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
Recent congressional trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
What UBS Group AG and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report
Funds holding the stock by quarter
Q4 2013
1
—
53
$904
Q3 2014
1
0
53
$921
Q4 2014
144
+143
677.36M
$11.6B
Q1 2015
170
+26
825.97M
$15.5B
Q2 2015
201
+31
870.68M
$18.5B
Q3 2015
230
+29
1.05B
$19.4B
Q4 2015
246
+16
1.06B
$20.7B
Q1 2016
233
-13
1.02B
$16.5B
Q2 2016
250
+17
1.05B
$13.5B
Q3 2016
221
-29
977.60M
$13.2B
Q4 2016
252
+31
1.10B
$17.4B
Q1 2017
249
-3
1.14B
$18.2B
Q2 2017
261
+12
1.34B
$22.7B
Q3 2017
258
-3
1.36B
$23.3B
Q4 2017
288
+30
1.42B
$26.1B
Q1 2018
318
+30
1.40B
$24.6B
Q2 2018
298
-20
1.37B
$21.4B
Q3 2018
312
+14
1.48B
$23.3B
Q4 2018
313
+1
1.41B
$17.5B
Q1 2019
326
+13
1.27B
$15.3B
Q2 2019
308
-18
1.37B
$16.2B
Q3 2019
289
-19
1.20B
$13.6B
Q4 2019
299
+10
1.32B
$16.6B
Q1 2020
301
+2
1.25B
$11.6B
Q2 2020
304
+3
1.26B
$14.5B
Q3 2020
303
-1
1.29B
$14.2B
Q4 2020
346
+43
1.31B
$19.3B
Q1 2021
345
-1
1.31B
$18.4B
Q2 2021
361
+16
1.31B
$20.1B
Q3 2021
359
-2
1.32B
$21.2B
Q4 2021
367
+8
1.41B
$25.8B
Q1 2022
376
+9
1.37B
$26.8B
Q2 2022
369
-7
1.30B
$21.0B
Q3 2022
365
-4
1.28B
$18.7B
Q4 2022
377
+12
1.26B
$23.6B
Q1 2023
435
+58
1.45B
$30.8B
Q2 2023
458
+23
1.27B
$25.7B
Q3 2023
485
+27
1.28B
$31.7B
Q4 2023
527
+42
1.37B
$42.1B
Q1 2024
536
+9
1.45B
$44.3B
Q2 2024
552
+16
1.45B
$42.7B
Q3 2024
548
-4
1.44B
$44.2B
Q4 2024
571
+23
1.42B
$43.1B
Q1 2025
587
+16
1.41B
$43.0B
Q2 2025
598
+11
1.33B
$44.7B
Q3 2025
622
+24
1.36B
$55.6B
Q4 2025
696
+74
1.33B
$61.4B
Q1 2026
688
-8
1.15B
$44.4B
Q2 2026
766
+78
1.29B
$63.6B
Q3 2026
522
-244
874.59M
$42.0B
Each point is a quarter-end, from Q4 2013 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP number (H42097107). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q4 2013) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.