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 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
211K+ 25.68% |
$5.52M - $7.14M
|
1.03M
$39.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
26.2K+ 293.05% |
$685K - $887K
|
35.2K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.83K- 21.29% |
$47.8K - $61.9K
|
6.76K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-526- 5.66% |
$13.7K - $17.8K
|
8.77K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.73K- 7.64% |
$71.2K - $92.2K
|
33K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 12.5% |
$653 - $846
|
225
$8.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75+ 125.0% |
$1.96K - $2.54K
|
135
$5.16K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-328- 2.13% |
$8.57K - $11.1K
|
15.1K
$577K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 0.23% |
$392 - $507
|
6.61K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
689K+ 14.7% |
$18M - $23.3M
|
5.38M
$206M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-46- 3.91% |
$1.2K - $1.56K
|
1.13K
$43.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
836New |
$21.8K - $28.3K
|
836
$31.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-254- 41.03% |
$6.63K - $8.59K
|
365
$13.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
963+ 2.64% |
$25.2K - $32.6K
|
37.4K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-854- 1.41% |
$22.3K - $28.9K
|
59.8K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-364K- 13.71% |
$9.51M - $12.3M
|
2.29M
$87.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
42.8KNew |
$1.12M - $1.45M
|
42.8K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-384- 5.58% |
$10K - $13K
|
6.49K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-923- 48.55% |
$24.1K - $31.2K
|
978
$37.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.68K- 37.4% |
$122K - $158K
|
7.83K
$299K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.63K- 6.27% |
$94.9K - $123K
|
54.3K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
975+ 5.51% |
$25.5K - $33K
|
18.7K
$713K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
134+ 285.11% |
$3.5K - $4.53K
|
181
$6.92K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
831+ 2.19% |
$21.7K - $28.1K
|
38.7K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-890- 6.78% |
$23.2K - $30.1K
|
12.2K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14+ 1.67% |
$366 - $473
|
850
$32.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38New |
$993 - $1.29K
|
38
$1.45K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
12.2K+ 141.99% |
$318K - $412K
|
20.7K
$793K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.54K+ 73.13% |
$40.3K - $52.2K
|
3.65K
$140K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
15K+ 7.42% |
$393K - $509K
|
218K
$8.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
74+ 20.39% |
$1.93K - $2.5K
|
437
$16.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-465- 11.49% |
$12.1K - $15.7K
|
3.58K
$137K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 417.23% |
$289K - $374K
|
13.7K
$524K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.8K+ 4.13% |
$47K - $60.9K
|
45.5K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
919+ 1.71% |
$24K - $31.1K
|
54.7K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
64+ 110.34% |
$1.67K - $2.16K
|
122
$4.66K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
146+ 1.61% |
$3.81K - $4.94K
|
9.24K
$353K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.33K- 2.68% |
$86.9K - $113K
|
121K
$4.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.48K- 0.71% |
$64.8K - $83.8K
|
345K
$13.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.44KNew |
$168K - $218K
|
6.44K
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-529- 57.25% |
$13.8K - $17.9K
|
395
$15.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
639+ 4.68% |
$16.7K - $21.6K
|
14.3K
$546K
|
|
|
Jul 09, 2025
Q2 2025
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
425K+ 74.56% |
$11.1M - $14.4M
|
995K
$38M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-93- 3.38% |
$2.43K - $3.15K
|
2.66K
$102K
|
|
|
Jul 09, 2025
Q2 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
30K+ 5.04% |
$784K - $1.01M
|
625K
$23.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.16KNew |
$161K - $208K
|
6.16K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.91K+ 25.53% |
$102K - $132K
|
19.2K
$735K
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
19.9KNew |
$519K - $672K
|
19.9K
$760K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.8K+ 10.8% |
$47.1K - $60.9K
|
18.5K
$706K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.05K+ 2.69% |
$27.4K - $35.5K
|
40.1K
$1.53M
|