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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
44,334
shares
|
$1.84 Million
0.1% of portfolio
|
Q2 2025
Added 3426.97%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
42,761
shares
|
$1.77 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
42,234
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
41,995
shares
|
$1.74 Million
0.04% of portfolio
|
Q3 2023
Added 13.14%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
41,782
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
41,675
shares
|
$1.73 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
40,050
shares
|
$1.66 Million
0.19% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
38,874
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 95.39%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
38,708
shares
|
$1.6 Million
0.36% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
38,192
shares
|
$1.58 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
38,158
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.54%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
38,098
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.33%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
37,407
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
37,307
shares
|
$1.55 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
37,132
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
36,958
shares
|
$1.53 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
36,239
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
35,880
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
35,546
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,319
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
35,174
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Added 293.05%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
35,000
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
34,363
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 66.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
34,341
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Added 26.51%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
34,167
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 11.21%
|