Filing Research | UBS GROUP AG Institutional Holdings

Snapshot holdings

50 / 197 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	16.5MSH	$821.2M
2	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	7.8MSH	$388.0M
3	Ninety One UK Ltd	Shares	7.1MSH	$354.3M
4	ASR Vermogensbeheer N.V.	Shares	2.4MSH	$119.2M
5	BANQUE PICTET & CIE SA	Shares	1.6MSH	$81.3M
6	Rathbones Group PLC	Shares	1.2MSH	$58.6M
7	Crocodile Capital Partners GmbH	Shares	1.2MSH	$58.0M
8	Mediolanum International Funds Ltd	Shares	1.1MSH	$54.9M
9	Systrade AG	Shares	627.3KSH	$31.1M
10	Pictet North America Advisors SA	Shares	369.4KSH	$18.3M
11	Baader Bank Aktiengesellschaft	Shares	321.8KSH	$15.9M
12	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	276.6KSH	$13.7M
13	Henry James International Management Inc.	Shares	272.4KSH	$13.5M
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	269.6KSH	$13.4M
15	Fideuram Asset Management (Ireland) dac	Shares	326.1KSH	$12.9M
16	Value Partners Investments Inc.	Shares	238.9KSH	$11.8M
17	Crossmark Global Holdings, Inc.	Shares	222.5KSH	$11.0M
18	QRG CAPITAL MANAGEMENT, INC.	Shares	201.1KSH	$10.0M
19	Exane Asset Management	Shares	180.7KSH	$8.3M
20	Triasima Portfolio Management inc.	Shares	154.4KSH	$7.7M
21	Gradient Investments LLC	Shares	132.5KSH	$6.6M
22	Mizuho Markets Cayman LP	Shares	129.9KSH	$6.4M
23	Ninety One North America, Inc.	Shares	117.6KSH	$5.8M
24	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	93.4KSH	$4.6M
25	SIGNATUREFD, LLC	Shares	86.7KSH	$4.3M
26	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	83.8KSH	$4.2M
27	BTC Capital Management, Inc.	Shares	74.8KSH	$3.7M
28	EQUITABLE TRUST CO	Shares	74.4KSH	$3.7M
29	TrueMark Investments, LLC	Shares	67.4KSH	$3.3M
30	SBI Securities Co., Ltd.	Shares	67.0KSH	$3.3M
31	Bank Pictet & Cie (Europe) AG	Shares	61.2KSH	$3.0M
32	Wealth Alliance Advisory Group, LLC	Shares	61.0KSH	$3.0M
33	Orca Wealth Management, LLC	Shares	59.8KSH	$3.0M
34	FACTORY MUTUAL INSURANCE CO	Shares	57.9KSH	$2.9M
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	54.5KSH	$2.8M
36	Legacy Wealth Asset Management, LLC	Shares	51.9KSH	$2.6M
37	Bellecapital International Ltd.	Shares	51.2KSH	$2.5M
38	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	51.1KSH	$2.5M
39	Sequoia Financial Advisors, LLC	Shares	50.4KSH	$2.5M
40	Ballentine Partners, LLC	Shares	40.2KSH	$2.0M
41	Baker Ellis Asset Management LLC	Shares	36.4KSH	$1.8M
42	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	34.0KSH	$1.7M
43	GREENLEAF TRUST	Shares	31.5KSH	$1.6M
44	CHICAGO TRUST Co NA	Shares	30.5KSH	$1.5M
45	FCG Investment Co	Shares	29.6KSH	$1.5M
46	Intesa Sanpaolo Wealth Management	Shares	27.1KSH	$1.3M
47	Morningstar Investment Management LLC	Shares	34.2KSH	$1.3M
48	Generali Investments CEE, investicni spolecnost, a.s.	Shares	26.7KSH	$1.3M
49	Farther Finance Advisors, LLC	Shares	24.9KSH	$1.2M
50	GC Wealth Management RIA, LLC	Shares	23.8KSH	$1.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 209 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+16.3M	+$811.3M	$821.2M
2	CAISSE DES DEPOTS ET CONSIGNATIONS unchanged	Shares	0	+$89.2M	$388.0M
3	ASR Vermogensbeheer N.V. added	Shares	+1.1M	+$68.9M	$119.2M
4	Mediolanum International Funds Ltd added	Shares	+522.9K	+$33.2M	$54.9M
5	Ninety One UK Ltd trimmed	Shares	-1.6M	+$22.0M	$354.3M
6	BANQUE PICTET & CIE SA trimmed	Shares	-27.3K	+$17.7M	$81.3M
7	Fideuram Asset Management (Ireland) dac added	Shares	+307.7K	+$12.3M	$12.9M
8	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+242.3K	+$12.3M	$13.4M
9	Rathbones Group PLC trimmed	Shares	-41.0K	+$11.9M	$58.6M
10	Crocodile Capital Partners GmbH unchanged	Shares	0	+$8.4M	$58.0M
11	Systrade AG unchanged	Shares	0	+$6.6M	$31.1M
12	Mizuho Markets Cayman LP new	Shares	+129.9K	+$6.4M	$6.4M
13	Pictet North America Advisors SA trimmed	Shares	-498	+$4.2M	$18.3M
14	Baader Bank Aktiengesellschaft unchanged	Shares	0	+$3.6M	$15.9M
15	QRG CAPITAL MANAGEMENT, INC. added	Shares	+32.4K	+$3.4M	$10.0M
16	SBI Securities Co., Ltd. added	Shares	+60.6K	+$3.1M	$3.3M
17	Henry James International Management Inc. trimmed	Shares	-29	+$2.9M	$13.5M
18	Value Partners Investments Inc. trimmed	Shares	-1.2K	+$2.4M	$11.8M
19	CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed	Shares	-13.9K	+$2.4M	$13.7M
20	Crossmark Global Holdings, Inc. trimmed	Shares	-3.6K	+$2.2M	$11.0M
21	Triasima Portfolio Management inc. added	Shares	+6.2K	+$1.9M	$7.7M
22	Gradient Investments LLC added	Shares	+5.2K	+$1.6M	$6.6M
23	FCG Investment Co new	Shares	+29.6K	+$1.5M	$1.5M
24	FACTORY MUTUAL INSURANCE CO added	Shares	+21.3K	+$1.4M	$2.9M
25	SIGNATUREFD, LLC added	Shares	+6.8K	+$1.2M	$4.3M
26	TrueMark Investments, LLC added	Shares	+8.6K	+$1.0M	$3.3M
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.4K	+$982.0K	$2.8M
28	HIGHLAND CAPITAL MANAGEMENT, LLC trimmed	Shares	-155	+$873.1K	$4.2M
29	BTC Capital Management, Inc. added	Shares	+2.1K	+$868.1K	$3.7M
30	EQUITABLE TRUST CO trimmed	Shares	-623	+$756.0K	$3.7M
31	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+14.8K	+$731.7K	$731.7K
32	Ninety One North America, Inc. trimmed	Shares	-17.7K	+$666.1K	$5.8M
33	CHICAGO TRUST Co NA added	Shares	+8.2K	+$640.9K	$1.5M
34	Wealth Alliance Advisory Group, LLC trimmed	Shares	-1	+$639.4K	$3.0M
35	Orca Wealth Management, LLC added	Shares	+21	+$628.3K	$3.0M
36	BENJAMIN EDWARDS INC new	Shares	+10.7K	+$532.4K	$532.4K
37	MITCHELL & PAHL PRIVATE WEALTH, LLC trimmed	Shares	-119	+$531.2K	$2.5M
38	Legacy Wealth Asset Management, LLC trimmed	Shares	-628	+$520.3K	$2.6M
39	Intesa Sanpaolo Wealth Management added	Shares	+4.6K	+$474.7K	$1.3M
40	Ballentine Partners, LLC added	Shares	+928	+$458.2K	$2.0M
41	LVW Advisors, LLC new	Shares	+8.8K	+$436.9K	$436.9K
42	Curated Wealth Partners LLC new	Shares	+3.1K	+$384.7K	$384.7K
43	Bellecapital International Ltd. trimmed	Shares	-5.0K	+$380.1K	$2.5M
44	55 North Private Wealth, LLC new	Shares	+7.2K	+$354.9K	$354.9K
45	GREENLEAF TRUST added	Shares	+421	+$346.5K	$1.6M
46	Baker Ellis Asset Management LLC trimmed	Shares	-900	+$346.1K	$1.8M
47	RIVERSEDGE ADVISORS, LLC new	Shares	+6.5K	+$323.7K	$323.7K
48	TITLEIST ASSET MANAGEMENT, LLC new	Shares	+6.5K	+$322.2K	$322.2K
49	Foster Group, Inc. new	Shares	+6.5K	+$320.1K	$320.1K
50	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed	Shares	-1.2K	+$308.1K	$1.7M

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