Latest Institutional Transactions on Ubs Group Ag (UBS)
This table provides information on the latest institutional transactions involving Ubs Group Ag (UBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
311+ 2.52% |
$8.12K - $10.5K
|
12.7K
$468K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-862- 5.89% |
$22.5K - $29.2K
|
13.8K
$510K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.86K+ 22.98% |
$48.6K - $62.9K
|
9.95K
$368K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.32M- 19.38% |
$86.8M - $112M
|
13.8M
$511M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
285KNew |
$7.44M - $9.64M
|
285K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-115K- 27.57% |
$3.01M - $3.89M
|
303K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-3.66K- 26.89% |
$95.5K - $124K
|
9.95K
$368K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.4K- 8.88% |
$245K - $318K
|
96.4K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
79.2K+ 12.59% |
$2.07M - $2.68M
|
708K
$26.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-97.5K- 28.54% |
$2.55M - $3.3M
|
244K
$9.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-340K- 10.35% |
$8.87M - $11.5M
|
2.94M
$109M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.5K- 9.7% |
$91.4K - $118K
|
32.6K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.81K- 2.04% |
$47.3K - $61.2K
|
86.8K
$3.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.2K- 16.8% |
$31.4K - $40.7K
|
5.96K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-844- 5.65% |
$22K - $28.5K
|
14.1K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
13KNew |
$341K - $441K
|
13K
$482K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.01K- 35.16% |
$131K - $169K
|
9.24K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.82K+ 92.15% |
$178K - $231K
|
14.2K
$526K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
1.13K+ 1.89% |
$29.6K - $38.4K
|
61.1K
$2.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
3.32K+ 0.42% |
$86.8K - $112K
|
794K
$29.4M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-256K- 12.64% |
$6.67M - $8.64M
|
1.77M
$65.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.02K+ 40.69% |
$26.7K - $34.5K
|
3.53K
$131K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
118K+ 272.33% |
$3.07M - $3.97M
|
161K
$5.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-19.3K- 9.32% |
$505K - $654K
|
188K
$6.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
18+ 0.12% |
$470 - $609
|
15.3K
$564K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93KNew |
$50.3K - $65.1K
|
1.93K
$71.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.95KNew |
$208K - $269K
|
7.95K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.8K- 7.5% |
$47K - $60.9K
|
22.2K
$822K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-711- 2.81% |
$18.6K - $24K
|
24.6K
$909K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.14K+ 4.59% |
$29.8K - $38.6K
|
26K
$961K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.62K- 18.72% |
$251K - $325K
|
41.8K
$1.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-666- 7.79% |
$17.4K - $22.5K
|
7.89K
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
394+ 4.1% |
$10.3K - $13.3K
|
9.99K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-1.56M- 35.93% |
$40.7M - $52.7M
|
2.78M
$103M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 2.7% |
$78.4 - $101
|
114
$4.22K
|
|
|
Jul 17, 2025
Q2 2025
|
Exane Asset Management
|
SELL
|
- |
-251K- 19.49% |
$6.57M - $8.5M
|
1.04M
$38.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 9.8% |
$13.1K - $16.9K
|
4.6K
$170K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.69K- 28.11% |
$96.5K - $125K
|
9.45K
$350K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-432K- 98.59% |
$11.3M - $14.6M
|
6.19K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.16K- 12.31% |
$56.5K - $73.1K
|
15.4K
$570K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.2K- 44.44% |
$31.3K - $40.6K
|
1.5K
$55.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-35- 0.07% |
$914 - $1.18K
|
48.7K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.82K- 6.2% |
$126K - $163K
|
73K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
42+ 0.34% |
$1.1K - $1.42K
|
12.6K
$465K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
211K+ 25.68% |
$5.52M - $7.14M
|
1.03M
$38.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
26.2K+ 293.05% |
$685K - $887K
|
35.2K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.83K- 21.29% |
$47.8K - $61.9K
|
6.76K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-526- 5.66% |
$13.7K - $17.8K
|
8.77K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.73K- 7.64% |
$71.2K - $92.2K
|
33K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 12.5% |
$653 - $846
|
225
$8.33K
|