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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
34,106
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2022
Added 67.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
33,649
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
33,416
shares
|
$1.38 Million
0.12% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
33,200
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Added 19.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
32,969
shares
|
$1.37 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
32,580
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
32,506
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
32,345
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
31,592
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
31,511
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
30,923
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Added 354.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,883
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
30,277
shares
|
$1.25 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
30,194
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,015
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2023
Added 5.92%
|
|
|
Credit Capital Investments LLC
Short Hills, NJ |
Aug 08, 2025 Q2 2025 |
30,000
shares
|
$1.24 Million
1.42% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,429
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
29,060
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.29%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
29,000
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2024
Added 9.43%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
28,618
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
27,853
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
27,845
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
27,504
shares
|
$1.14 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
27,418
shares
|
$1.14 Million
0.33% of portfolio
|
Q2 2022
Added 13.93%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
26,894
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.29%
|