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 669 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $50.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
24,297
shares
|
$928,388
0.0% of portfolio
|
Q1 2025
Reduced 28.95%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
23,869
shares
|
$912,034
0.19% of portfolio
|
Q3 2024
Reduced 99.52%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
23,270
shares
|
$889,146
0.06% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
22,529
shares
|
$860,833
0.03% of portfolio
|
Q2 2022
Reduced 4.63%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,474
shares
|
$858,731
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
22,455
shares
|
$858,005
0.23% of portfolio
|
Q2 2022
Reduced 49.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
22,384
shares
|
$855,292
0.0% of portfolio
|
Q1 2025
Reduced 58.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
22,334
shares
|
$853,382
0.01% of portfolio
|
Q2 2025
Reduced 27.37%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
22,227
shares
|
$849,293
0.04% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
22,087
shares
|
$843,944
0.0% of portfolio
|
Q1 2025
Reduced 31.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
21,459
shares
|
$819,948
0.01% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
21,433
shares
|
$818,954
0.01% of portfolio
|
Q1 2025
Added 120.44%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
21,378
shares
|
$816,853
0.07% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
21,080
shares
|
$805,466
0.4% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
20,902
shares
|
$798,665
0.04% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
20,743
shares
|
$792,590
0.12% of portfolio
|
Q2 2025
Added 141.99%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
20,683
shares
|
$790,297
0.0% of portfolio
|
Q1 2025
Reduced 60.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
20,539
shares
|
$784,795
0.0% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Springhouse Capital Management, LP
Westport, CT |
Aug 14, 2023 Q2 2023 |
20,500
shares
|
$783,305
0.91% of portfolio
|
Q2 2023
New holding
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
20,000
shares
|
$764,200
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
19,880
shares
|
$759,614
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
19,780
shares
|
$755,793
0.0% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
19,399
shares
|
$741,235
0.02% of portfolio
|
Q1 2025
Added 51.34%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
19,225
shares
|
$734,587
0.01% of portfolio
|
Q2 2025
Added 25.53%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
19,064
shares
|
$728,435
0.0% of portfolio
|
Q1 2025
Added 2.89%
|