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 703 institutions that hold shares in the stock, with a total of 1.4 Billion shares, which have been reported (via 13F filing form) to have a value of $58.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
61,082
shares
|
$2.53 Million
0.02% of portfolio
|
Q2 2025
Reduced 49.56%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
59,806
shares
|
$2.48 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
59,554
shares
|
$2.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
58,268
shares
|
$2.41 Million
0.03% of portfolio
|
Q2 2025
Added 299.29%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
57,675
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
57,244
shares
|
$2.37 Million
0.01% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
57,103
shares
|
$2.37 Million
0.08% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
57,031
shares
|
$2.36 Million
0.06% of portfolio
|
Q2 2025
Added 150.65%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
56,509
shares
|
$2.34 Million
0.1% of portfolio
|
Q4 2022
Reduced 18.7%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
56,356
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
54,971
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Added 34.19%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
54,675
shares
|
$2.27 Million
0.85% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
54,294
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
53,878
shares
|
$2.23 Million
0.69% of portfolio
|
Q2 2025
Added 26.57%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
53,833
shares
|
$2.23 Million
0.24% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
53,198
shares
|
$2.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
52,648
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Added 44.06%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
51,522
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
48,682
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
48,654
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Gator Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
47,600
shares
|
$1.97 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
45,458
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
45,009
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
44,451
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
44,364
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
New holding
|