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 455,246 shares, which have been reported (via 13F filing form) to have a value of $11.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
137,105
shares
|
$3.58 Million
1.15% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
132,840
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
111,845
shares
|
$2.92 Million
1.72% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
23,593
shares
|
$616,013
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
16,538
shares
|
$431,807
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,270
shares
|
$268,149
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,270
shares
|
$268,149
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
7,953
shares
|
$207,652
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,948
shares
|
$50,862
0.08% of portfolio
|
Q2 2022
Reduced 20.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,885
shares
|
$49,217
0.0% of portfolio
|
Q4 2021
Added 17.81%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
661
shares
|
$17,258
0.0% of portfolio
|
Q1 2022
Reduced 51.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
180
shares
|
$4,699
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
158
shares
|
$4,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|