UBS Group files Form 13F with $786B in holdings

UBS Group, as an institutional investment manager, filed a Form 13F combination report, indicating that part of its reportable U.S. equity holdings are included here and part are reported by other managers.

Rhea-AI Filing Summary

UBS Group, as an institutional investment manager, filed a Form 13F combination report, indicating that part of its reportable U.S. equity holdings are included here and part are reported by other managers. The filing covers 23,043 reportable positions with an aggregate reported value of $786,018,117,990 (rounded to the nearest dollar). The report lists 10 other included managers, such as UBS Financial Services Inc. and UBS AG, reflecting the scale and complexity of UBS’s asset management structure for U.S.-listed securities.

Key Figures

Form 13F Information Table Value Total: $786,018,117,990 Form 13F Information Table Entry Total: 23,043 positions Number of Other Included Managers: 10 managers

3 metrics

Form 13F Information Table Value Total $786,018,117,990 Aggregate value of reportable holdings, rounded to nearest dollar

Form 13F Information Table Entry Total 23,043 positions Number of reportable holdings in the Form 13F information table

Number of Other Included Managers 10 managers Other institutional managers included in UBS Group’s 13F reporting

Key Terms

Form 13F, Institutional investment manager, 13F combination report

3 terms

Form 13F regulatory

"Form 13F Information Table Value Total"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

Institutional investment manager financial

"The institutional investment manager filing this report"

13F combination report regulatory

"13F COMBINATION REPORT. (Check here if a portion of the holdings"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does UBS (UBS) report in its latest Form 13F filing?

UBS reports its reportable U.S. equity holdings on a Form 13F combination report. The filing aggregates positions managed directly by UBS Group and by certain affiliated managers handling U.S.-listed securities.

What is the total value of holdings in UBS (UBS) Form 13F?

The Form 13F reports an aggregate holdings value of $786,018,117,990. This figure, rounded to the nearest dollar, reflects all reportable positions included in the 13F information table.

How many positions are disclosed in the UBS (UBS) Form 13F information table?

UBS discloses 23,043 reportable positions in its Form 13F information table. Each entry represents a reportable security or issuer position held across the UBS asset management platform.

How many other managers are included in UBS (UBS) Form 13F reporting structure?

The filing lists 10 other included managers associated with UBS. These include entities like UBS Financial Services Inc. and UBS AG that contribute positions to the consolidated 13F report.

Is UBS (UBS) filing a full holdings report or a notice on Form 13F?

UBS is filing a 13F combination report, not a pure holdings report or notice. This means some holdings are reported in this filing, while others are reported by additional institutional managers.

Who signed the UBS (UBS) Form 13F and in what capacity?

The report is signed by Andrew Johnson, identified as Head Group Shareholding Reporting AMER. He signs on behalf of UBS Group, representing that the information provided is true, correct, and complete.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/13/2026 - 09:42 AM Accepted by SEC EDGAR 08/13/2026 - 09:41 AM Learn about SEC filing dates

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 06-30-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	UBS Group AG
Address:	BAHNHOFSTRASSE 45
	ZURICH, V8 CH-8001
Form 13F File Number:	028-16612
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		Andrew Johnson
Title:		Head Group Shareholding Reporting AMER
Phone:		(615) 393-7153
Signature, Place, and Date of Signing:
/s/ Andrew Johnson			Nashville, TN	08-13-2026
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.]
		Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
		UBS AM, a distinct business unit of UBS Asset Management Americas LLC	028-02682

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		10
	Form 13F Information Table Entry Total:		23,043
	Form 13F Information Table Value Total:		786,018,117,990
			(round to nearest dollar)

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
	No.	Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
	1	UBS Financial Services Inc	028-11496
	30	UBS AG	028-10396
	31	UBS Switzerland AG	028-21410
	34	UBS Europe SE	028-21431
	35	UBS Bank (Canada)	028-22388
	39	UBS La Maison de Gestion	028-21440
	40	UBS Securities LLC	028-21410
	43	UBS Brasil Administradora de Valores Mobiliarios Ltda	028-21429
	44	UBS (Monaco) S.A.	028-22657
	61	UBS SuMi TRUST Wealth Management Co., Ltd.	028-25092