Latest Institutional Purchases of Ubs Group Ag (UBS)
This list provides information on the latest institutional transactions involving Ubs Group Ag (UBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
217K+ 16.64% |
$8.15M - $8.91M
|
1.52M
$59.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
159K+ 3.04% |
$5.96M - $6.53M
|
5.38M
$209M
|
|
|
Jan 13, 2026
Q4 2025
|
Nat West Group PLC
|
BUY
|
- |
106K+ 317.63% |
$3.96M - $4.34M
|
139K
$5.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
60K+ 5.94% |
$2.25M - $2.47M
|
1.07M
$41.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
14.9K+ 48.12% |
$559K - $612K
|
45.8K
$1.78M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.8K+ 25.57% |
$518K - $566K
|
67.7K
$2.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 8.9% |
$406K - $444K
|
132K
$5.14M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 14.98% |
$400K - $438K
|
81.8K
$3.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
10K+ 11.61% |
$376K - $411K
|
96.1K
$3.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.05K+ 717.01% |
$302K - $331K
|
9.18K
$357K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
6.94KNew |
$261K - $285K
|
6.94K
$270K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.57K+ 64.54% |
$247K - $270K
|
16.8K
$652K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.92KNew |
$185K - $202K
|
4.92K
$192K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.83KNew |
$182K - $199K
|
4.83K
$188K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.49K+ 1.41% |
$131K - $144K
|
252K
$9.81M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.19K+ 25.09% |
$120K - $131K
|
15.9K
$619K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.18K+ 25.0% |
$119K - $131K
|
15.9K
$618K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.89K+ 33.85% |
$108K - $119K
|
11.4K
$444K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.85K+ 17.11% |
$107K - $117K
|
19.5K
$759K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.57K+ 23.62% |
$96.4K - $105K
|
13.4K
$523K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.65K+ 9.96% |
$61.9K - $67.8K
|
18.2K
$709K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
791+ 3.33% |
$29.7K - $32.5K
|
24.6K
$956K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
777+ 11.42% |
$29.2K - $31.9K
|
7.58K
$295K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
609+ 6.54% |
$22.9K - $25K
|
9.92K
$386K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
303+ 2.03% |
$11.4K - $12.5K
|
15.2K
$592K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
284+ 3.91% |
$10.7K - $11.7K
|
7.55K
$294K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
195+ 4.56% |
$7.32K - $8.01K
|
4.47K
$174K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
186+ 1.35% |
$6.99K - $7.64K
|
14K
$544K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
171+ 0.49% |
$6.42K - $7.03K
|
35.2K
$1.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
146New |
$5.48K - $6K
|
146
$5.68K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
132New |
$4.96K - $5.43K
|
132
$5.14K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
92New |
$3.46K - $3.78K
|
92
$3.58K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
54+ 10.29% |
$2.03K - $2.22K
|
579
$22.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45+ 22.96% |
$1.69K - $1.85K
|
241
$9.38K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
45.7M+ 254.91% |
$1.54B - $1.94B
|
63.7M
$2.48B
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
16.6M+ 14.29% |
$559M - $702M
|
132M
$5.16B
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
15.3M+ 13752.3% |
$515M - $647M
|
15.4M
$598M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
13.4M+ 20.99% |
$453M - $569M
|
77.4M
$3.01B
|
|
|
Nov 14, 2025
Q3 2025
|
Viking Global Investors LP
|
BUY
|
- |
10.5M+ 407.54% |
$355M - $446M
|
13.1M
$510M
|
|
|
Nov 13, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
8.69MNew |
$293M - $368M
|
8.69M
$338M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.6M+ 101.99% |
$290M - $364M
|
17M
$663M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.65M+ 248.68% |
$225M - $282M
|
9.33M
$363M
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
4.22MNew |
$143M - $179M
|
4.22M
$164M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.74M+ 4.7% |
$92.7M - $116M
|
61.2M
$2.38B
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
2.57M+ 42.52% |
$86.8M - $109M
|
8.62M
$335M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.46M+ 13.31% |
$83M - $104M
|
20.9M
$814M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.11M+ 6.45% |
$71.1M - $89.3M
|
34.8M
$1.35B
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.99M+ 1.47% |
$67.2M - $84.4M
|
137M
$5.35B
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.91M+ 8.33% |
$64.5M - $81M
|
24.9M
$968M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.2M+ 73.83% |
$40.4M - $50.7M
|
2.82M
$110M
|
|