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 620 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $38.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Credit Capital Investments LLC
Short Hills, NJ |
Nov 05, 2024 Q3 2024 |
46,000
shares
|
$1.37 Million
1.76% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
45,964
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
44,917
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
41,995
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2023
Added 13.14%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
41,880
shares
|
$1.25 Million
0.31% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
41,600
shares
|
$1.24 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
41,199
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
40,537
shares
|
$1.21 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
39,765
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 160.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
38,153
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 44.83%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
37,841
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 6907.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
37,820
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,746
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
37,582
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
37,491
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
36,830
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2024
Reduced 8.68%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
36,226
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
36,047
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2024
Added 16.08%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
35,471
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 88.48%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
35,428
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
35,195
shares
|
$1.05 Million
0.43% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
34,962
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
34,640
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
34,515
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
34,228
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|