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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
34,106
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2022
Added 67.35%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
34,000
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
33,567
shares
|
$999,625
0.02% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
33,466
shares
|
$996,617
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
33,438
shares
|
$995,783
0.1% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
33,293
shares
|
$991,465
0.1% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
32,920
shares
|
$980,357
0.59% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
32,593
shares
|
$970,619
0.0% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,577
shares
|
$970,143
0.0% of portfolio
|
Q3 2024
Reduced 31.91%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
32,506
shares
|
$968,028
0.02% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
31,596
shares
|
$940,928
0.02% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
31,339
shares
|
$933,275
0.44% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
31,214
shares
|
$929,552
0.01% of portfolio
|
Q3 2024
Added 58.58%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
31,060
shares
|
$924,966
0.1% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
30,936
shares
|
$921,274
0.0% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
30,680
shares
|
$913,650
0.01% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
30,567
shares
|
$910,285
0.01% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
30,318
shares
|
$902,870
0.14% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
30,194
shares
|
$899,177
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,068
shares
|
$895,425
0.0% of portfolio
|
Q3 2024
Reduced 21.41%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,015
shares
|
$893,846
0.07% of portfolio
|
Q4 2023
Added 5.92%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
29,893
shares
|
$890,213
0.02% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
29,836
shares
|
$888,516
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
29,587
shares
|
$881,100
0.06% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,429
shares
|
$876,395
0.0% of portfolio
|
Q3 2024
Reduced 18.13%
|