UBS Group AG
US ˙ NYSE ˙ CH0244767585

SecurityUBS / UBS Group AG
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership3,056 shares
Latest Disclosed Value $ 119,398
IFP Advisors, Inc reports 26.43% decrease in ownership of UBS / UBS Group AG

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,056 shares of UBS Group AG (US:UBS) valued at $119,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,154 shares of UBS Group AG. This represents a change in shares of -26.43% during the quarter. The current value of the position is $144,610 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F UBS GROUP cs H42097107 3,056 -1,098 -26.43 119 -38.02 0.0025
2026-02-06 2025-12-31 13F UBS GROUP cs H42097107 4,154 918 28.37 192 45.45 0.0043
2026-02-06 2025-09-30 13F/A-1 UBS GROUP cs H42097107 3,236 -1,951 -37.61 133 -24.57 0.0034
2025-12-02 2025-09-30 13F UBS GROUP cs H42097107 3,236 -1,951 133 0.0034
2025-07-24 2025-06-30 13F UBS GROUP cs H42097107 5,187 -283 -5.17 175 4.79 0.0050
2025-05-05 2025-03-31 13F UBS GROUP cs H42097107 5,470 251 4.81 168 5.70 0.0052
2025-02-04 2024-12-31 13F UBS GROUP cs H42097107 5,219 138 2.72 158 0.64 0.0052
2025-02-04 2024-09-30 13F UBS GROUP cs H42097107 5,081 -1,507 -22.87 157 -19.07 0.0057
2024-07-30 2024-06-30 13F UBS GROUP cs H42097107 6,588 105 1.62 195 -2.51 0.0077
2024-07-30 2024-03-31 13F UBS GROUP cs H42097107 6,483 -657 -9.20 199 -9.55 0.0087
2024-01-09 2023-12-31 13F UBS GROUP cs H42097107 7,140 2,231 45.45 221 81.82 0.0104
2023-10-12 2023-09-30 13F UBS GROUP cs H42097107 4,909 -1,532 -23.79 121 -6.92 0.0054
2023-08-14 2023-06-30 13F/A-1 UBS GROUP cs H42097107 6,441 247 3.99 131 35.42 0.0055
2023-08-04 2023-06-30 13F UBS GROUP cs H42097107 6,441 247 101 0.0047
2023-04-18 2023-03-31 13F UBS GROUP cs H42097107 6,194 -2,668 -30.11 97 0.0042
2023-02-07 2022-12-31 13F UBS GROUP cs H42097107 8,862 128 1.47 0 -100.00 0.0039
2022-11-08 2022-09-30 13F UBS GROUP cs H42097107 8,734 -387 -4.24 154 -3.14 0.0040
2022-09-06 2022-06-30 13F/A-1 UBS GROUP cs H42097107 9,121 0 0.00 159 0.00 0.0051
2022-09-06 2022-03-31 13F/A-1 UBS GROUP cs H42097107 9,121 4,489 96.91 159 91.57 0.0051
2022-08-08 2022-03-31 13F UBS GROUP AG SHS Stock H42097107 5,138 506 83 0.0017
2022-01-12 2021-12-31 13F UBS GROUP AG SHS Stock H42097107 4,632 150 3.35 83 10.67 0.0016
2021-10-06 2021-09-30 13F UBS GROUP AG SHS Stock H42097107 4,482 182 4.23 75 11.94 0.0015
2021-07-13 2021-06-30 13F UBS GROUP AG SHS Stock H42097107 4,300 -37 -0.85 67 -2.90 0.0014
2021-04-30 2021-03-31 13F UBS GROUP AG SHS Stock H42097107 4,337 45 1.05 69 9.52 0.0013
2021-01-25 2020-12-31 13F UBS GROUP AG SHS Stock H42097107 4,292 132 3.17 63 40.00 0.0026
2020-10-29 2020-09-30 13F UBS GROUP AG SHS Stock H42097107 4,160 -56 -1.33 45 -8.16 0.0027
2020-08-05 2020-06-30 13F UBS GROUP AG SHS Stock H42097107 4,216 2,285 118.33 49 157.89 0.0039
2020-05-12 2020-03-31 13F UBS GROUP AG SHS Stock H42097107 1,931 1,427 283.13 19 216.67 0.0019
2020-01-17 2019-12-31 13F UBS GROUP AG SHS Stock H42097107 504 -274 -35.22 6 -33.33 0.0005
2019-11-07 2019-09-30 13F UBS GROUP AG SHS Stock H42097107 778 -1,447 -65.03 9 -67.86 0.0006
2019-05-15 2019-03-31 13F UBS GROUP Stock H42097107 2,225 -1,754 -44.08 28 -42.86 0.0038
2019-06-03 2018-12-31 13F/A-10 UBS AG NEW F Stock H42097107 3,979 -4,487 -53.00 49 -63.16 0.0030
2019-01-23 2018-12-31 13F UBS AG NEW F Stock H42097107 3,979 -4,487 49 0.0030
2019-06-03 2018-09-30 13F/A-9 UBS AG NEW F Stock H42097107 8,466 1,008 13.52 133 16.67 0.0054
2018-10-25 2018-09-30 13F UBS AG NEW F Stock H42097107 8,466 1,008 133 0.0054
2019-06-03 2018-06-30 13F/A-8 UBS AG NEW F Stock H42097107 7,458 -3,346 -30.97 114 -42.71 0.0048
2018-08-07 2018-06-30 13F UBS AG NEW F Stock H42097107 7,458 -1,701 114
2019-06-03 2018-03-31 13F/A-7 UBS GROUP AG SHS Stock H42097107 10,804 0 0.00 199 0.00 0.0090
2018-05-09 2018-03-31 13F UBS AG NEW F Stock H42097107 9,159 -1,645 162
2019-06-03 2017-12-31 13F/A-6 UBS GROUP AG SHS Stock H42097107 10,804 -323 -2.90 199 4.19 0.0090
2018-01-24 2017-12-31 13F UBS GROUP AG SHS Stock H42097107 10,804 -323 199
2017-10-30 2017-09-30 13F UBS GROUP AG SHS Stock H42097107 11,127 515 4.85 191 6.11 0.0076
2019-06-03 2017-06-30 13F/A-5 UBS GROUP AG SHS Stock H42097107 10,612 -36 -0.34 180 5.88 0.0076
2017-07-31 2017-06-30 13F UBS GROUP AG SHS Stock H42097107 10,612 -36 180
2019-06-03 2017-03-31 13F/A-4 UBS GROUP AG SHS Stock H42097107 10,648 -50 -0.47 170 1.19 0.0074
2017-04-26 2017-03-31 13F UBS GROUP AG SHS Stock H42097107 10,648 -50 170
2019-06-03 2016-12-31 13F/A-3 UBS GROUP AG SHS Stock H42097107 10,698 1,960 22.43 168 41.18 0.0081
2017-02-14 2016-12-31 13F UBS GROUP AG SHS Stock H42097107 10,698 1,960 168
2016-11-04 2016-09-30 13F UBS GROUP AG SHS Stock H42097107 8,738 244 2.87 119 8.18 0.0062
2019-06-03 2016-06-30 13F/A-2 UBS GROUP AG SHS Stock H42097107 8,494 6,269 281.75 110 292.86 0.0061
2016-08-22 2016-06-30 13F UBS GROUP AG SHS Stock H42097107 8,494 6,269 110
2019-06-03 2016-03-31 13F/A-1 UBS GROUP Stock H42097107 2,225 -787 -26.13 28 -51.72 0.0038
2016-05-02 2016-03-31 13F UBS GROUP AG SHS Stock H42097107 5,896 2,884 94
2016-02-11 2015-12-31 13F UBS GROUP AG SHS Stock H42097107 3,012 3,012 58 0.0039
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.