Institutional Ownership Ubs Ag (UCIB)
This table provides information about the institutional ownership of Ubs Ag (UCIB). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 518,128 shares, which have been reported (via 13F filing form) to have a value of $14.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
168,357
shares
|
$4.65 Million
1.34% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
162,947
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
116,282
shares
|
$3.21 Million
1.71% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,931
shares
|
$578,323
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
16,538
shares
|
$456,944
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
10,270
shares
|
$283,760
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,270
shares
|
$283,760
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
7,709
shares
|
$212,999
0.01% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,948
shares
|
$53,823
0.08% of portfolio
|
Q2 2022
Reduced 20.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,885
shares
|
$52,082
0.0% of portfolio
|
Q4 2021
Added 17.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
661
shares
|
$18,263
0.0% of portfolio
|
Q1 2022
Reduced 51.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
288
shares
|
$7,957
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
42
shares
|
$1,160
0.0% of portfolio
|
Q3 2025
Reduced 58.82%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|