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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
92K+ 1.36% |
$2.79M - $3.29M
|
6.87M
$248M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.12K- 15.16% |
$215K - $255K
|
39.8K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5K+ 4.63% |
$151K - $179K
|
113K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.39M- 64.01% |
$103M - $121M
|
1.91M
$68.7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.1KNew |
$215K - $254K
|
7.1K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
425K+ 23.77% |
$12.9M - $15.2M
|
2.22M
$79.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 36.78% |
$168K - $199K
|
9.56K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.13K+ 16.83% |
$186K - $219K
|
42.6K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
232+ 3.31% |
$7.02K - $8.3K
|
7.24K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.8K+ 13.58% |
$811K - $958K
|
224K
$8.07M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-331K- 8.06% |
$10M - $11.8M
|
3.77M
$136M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-76.9K- 9.42% |
$2.33M - $2.75M
|
740K
$26.7M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
998+ 4.01% |
$30.2K - $35.7K
|
25.9K
$933K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
79.5K+ 205.02% |
$2.41M - $2.85M
|
118K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.3K+ 47.87% |
$341K - $403K
|
34.8K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-24- 0.09% |
$727 - $859
|
26.7K
$962K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
936+ 0.65% |
$28.3K - $33.5K
|
145K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.61K- 0.94% |
$139K - $165K
|
485K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
83.8K+ 7.28% |
$2.54M - $3M
|
1.24M
$44.5M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
419K+ 29.06% |
$12.7M - $15M
|
1.86M
$67.1M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-419- 3.29% |
$12.7K - $15K
|
12.3K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 33.56% |
$30.4K - $35.9K
|
3.99K
$144K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
576+ 2.76% |
$17.4K - $20.6K
|
21.5K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.08K- 20.43% |
$154K - $182K
|
19.8K
$713K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
12.2MNew |
$368M - $435M
|
12.2M
$438M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-244K- 23.5% |
$7.38M - $8.72M
|
793K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
11.9KNew |
$360K - $426K
|
11.9K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.31M- 4.11% |
$191M - $226M
|
147M
$5.31B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
100K+ 100.0% |
$3.03M - $3.58M
|
200K
$7.21M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
182K+ 4.42% |
$5.5M - $6.5M
|
4.29M
$155M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-182- 2.32% |
$5.51K - $6.51K
|
7.66K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
296+ 14800.0% |
$8.96K - $10.6K
|
298
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
20KNew |
$606K - $716K
|
20K
$721K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
20.4K+ 11.92% |
$617K - $729K
|
191K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-52K- 8.82% |
$1.57M - $1.86M
|
538K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
137New |
$4.15K - $4.9K
|
137
$4.94K
|
|
|
May 12, 2025
Q1 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
367K+ 140.08% |
$11.1M - $13.1M
|
629K
$22.7M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-502K- 5.96% |
$15.2M - $18M
|
7.92M
$286M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-739K- 11.26% |
$22.4M - $26.4M
|
5.83M
$210M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-1.5M- 86.01% |
$45.5M - $53.7M
|
244K
$8.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.77K- 17.3% |
$296K - $350K
|
46.7K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.45M- 96.43% |
$104M - $123M
|
128K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
227K+ 96.4% |
$6.86M - $8.11M
|
462K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.85M+ 26.28% |
$56M - $66.2M
|
8.89M
$320M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
559+ 5.49% |
$16.9K - $20K
|
10.7K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.2M+ 23.41% |
$188M - $222M
|
32.7M
$1.18B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.93K- 3.72% |
$88.7K - $105K
|
75.9K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
43.9KNew |
$1.33M - $1.57M
|
43.9K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
70+ 12.39% |
$2.12K - $2.5K
|
635
$22.9K
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
372K+ 0.99% |
$11.3M - $13.3M
|
37.8M
$1.36B
|