Institutional Ownership Ubs Ag (AMUB)
This table provides information about the institutional ownership of Ubs Ag (AMUB). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 625,567 shares, which have been reported (via 13F filing form) to have a value of $12 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
506,329
shares
|
$9.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
87,042
shares
|
$1.68 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
20,927
shares
|
$402,844
0.0% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,882
shares
|
$113,228
0.0% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,170
shares
|
$61,022
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,005
shares
|
$38,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
212
shares
|
$4,081
0.0% of portfolio
|
Q3 2024
Reduced 29.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|