Institutional Ownership Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS). We have compiled data on the 669 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $50.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
56,509
shares
|
$2.16 Million
0.1% of portfolio
|
Q4 2022
Reduced 18.7%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
54,971
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 34.19%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
54,675
shares
|
$2.09 Million
0.85% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
54,410
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 32.58%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
54,294
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
54,234
shares
|
$2.07 Million
0.14% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
53,850
shares
|
$2.06 Million
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
53,833
shares
|
$2.06 Million
0.25% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
51,688
shares
|
$1.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
49,181
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
49,054
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
48,682
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Gator Capital Management, LLC
|
May 13, 2025 Q1 2025 |
47,600
shares
|
$1.82 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
46,727
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
45,640
shares
|
$1.74 Million
0.38% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
45,458
shares
|
$1.74 Million
0.13% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
43,942
shares
|
$1.68 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Credit Capital Investments LLC
Short Hills, NJ |
May 09, 2025 Q1 2025 |
43,000
shares
|
$1.64 Million
2.27% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
42,830
shares
|
$1.64 Million
0.26% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
42,761
shares
|
$1.63 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
42,569
shares
|
$1.63 Million
0.53% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
42,554
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
41,995
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2023
Added 13.14%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
41,885
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
41,782
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.72%
|