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 |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
26,722
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Added 233.57%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
26,560
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Added 86.86%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
26,555
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
26,275
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2023
Added 1.48%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
26,267
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 37.78%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
26,179
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
25,960
shares
|
$1.08 Million
0.19% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
25,867
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
25,692
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
25,409
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
24,847
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2023
Reduced 42.02%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
24,775
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
24,581
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
23,869
shares
|
$988,892
0.19% of portfolio
|
Q3 2024
Reduced 99.52%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
23,045
shares
|
$954,754
0.06% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
22,622
shares
|
$937,229
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
22,529
shares
|
$933,376
0.03% of portfolio
|
Q2 2022
Reduced 4.63%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
22,455
shares
|
$930,310
0.23% of portfolio
|
Q2 2022
Reduced 49.4%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
22,334
shares
|
$925,297
0.01% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
22,227
shares
|
$920,864
0.04% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
21,793
shares
|
$902,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,196
shares
|
$878,150
0.0% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
21,080
shares
|
$873,344
0.4% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
20,743
shares
|
$859,382
0.12% of portfolio
|
Q2 2025
Added 141.99%
|
|
|
Springhouse Capital Management, LP
Westport, CT |
Aug 14, 2023 Q2 2023 |
20,500
shares
|
$849,315
0.91% of portfolio
|
Q2 2023
New holding
|