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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
689K+ 14.7% |
$18M - $23.3M
|
5.38M
$199M
|
|
|
Jul 09, 2025
Q2 2025
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
425K+ 74.56% |
$11.1M - $14.4M
|
995K
$36.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
285KNew |
$7.44M - $9.64M
|
285K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
211K+ 25.68% |
$5.52M - $7.14M
|
1.03M
$38.2M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
118K+ 272.33% |
$3.07M - $3.97M
|
161K
$5.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
79.2K+ 12.59% |
$2.07M - $2.68M
|
708K
$26.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
42.8KNew |
$1.12M - $1.45M
|
42.8K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
30K+ 5.04% |
$784K - $1.01M
|
625K
$23.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
26.2K+ 293.05% |
$685K - $887K
|
35.2K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
19.9KNew |
$519K - $672K
|
19.9K
$736K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
15K+ 7.42% |
$393K - $509K
|
218K
$8.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
13KNew |
$341K - $441K
|
13K
$482K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
12.2K+ 141.99% |
$318K - $412K
|
20.7K
$767K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 417.23% |
$289K - $374K
|
13.7K
$508K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.95KNew |
$208K - $269K
|
7.95K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.82K+ 92.15% |
$178K - $231K
|
14.2K
$526K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.44KNew |
$168K - $218K
|
6.44K
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.16KNew |
$161K - $208K
|
6.16K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.91K+ 25.53% |
$102K - $132K
|
19.2K
$711K
|
|
|
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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93KNew |
$50.3K - $65.1K
|
1.93K
$71.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.86K+ 22.98% |
$48.6K - $62.9K
|
9.95K
$368K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.8K+ 10.8% |
$47.1K - $60.9K
|
18.5K
$684K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.8K+ 4.13% |
$47K - $60.9K
|
45.5K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.54K+ 73.13% |
$40.3K - $52.2K
|
3.65K
$135K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.14K+ 4.59% |
$29.8K - $38.6K
|
26K
$961K
|
|
|
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 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.05K+ 2.69% |
$27.4K - $35.5K
|
40.1K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.02K+ 40.69% |
$26.7K - $34.5K
|
3.53K
$131K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
975+ 5.51% |
$25.5K - $33K
|
18.7K
$691K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
963+ 2.64% |
$25.2K - $32.6K
|
37.4K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
919+ 1.71% |
$24K - $31.1K
|
54.7K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
836New |
$21.8K - $28.3K
|
836
$30.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
831+ 2.19% |
$21.7K - $28.1K
|
38.7K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
706+ 4.31% |
$18.4K - $23.9K
|
17.1K
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
639+ 4.68% |
$16.7K - $21.6K
|
14.3K
$529K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
544+ 7.51% |
$14.2K - $18.4K
|
7.79K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
394+ 4.1% |
$10.3K - $13.3K
|
9.99K
$370K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
311+ 2.52% |
$8.12K - $10.5K
|
12.7K
$468K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
146+ 1.61% |
$3.81K - $4.94K
|
9.24K
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
134+ 285.11% |
$3.5K - $4.53K
|
181
$6.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75+ 125.0% |
$1.96K - $2.54K
|
135
$5K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
74+ 20.39% |
$1.93K - $2.5K
|
437
$16.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
64+ 110.34% |
$1.67K - $2.16K
|
122
$4.51K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
42+ 0.34% |
$1.1K - $1.42K
|
12.6K
$465K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38New |
$993 - $1.29K
|
38
$1.41K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
26+ 11.06% |
$679 - $879
|
261
$9.66K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 12.5% |
$653 - $846
|
225
$8.33K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
18+ 0.12% |
$470 - $609
|
15.3K
$564K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 0.23% |
$392 - $507
|
6.61K
$245K
|