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 |
|---|---|---|---|---|---|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
20,480
shares
|
$848,486
0.07% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
20,173
shares
|
$835,767
0.0% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$828,600
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
19,998
shares
|
$828,517
0.0% of portfolio
|
Q2 2025
Added 51.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
19,934
shares
|
$825,865
0.0% of portfolio
|
Q2 2025
Reduced 95.18%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
19,880
shares
|
$823,628
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
19,795
shares
|
$820,106
0.01% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
19,487
shares
|
$807,346
0.09% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
19,331
shares
|
$800,883
0.0% of portfolio
|
Q2 2025
Added 122.35%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
19,225
shares
|
$796,491
0.01% of portfolio
|
Q2 2025
Added 25.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
18,941
shares
|
$784,725
0.02% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
18,887
shares
|
$782,488
0.01% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
18,866
shares
|
$781,618
0.44% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
18,781
shares
|
$778,096
0.04% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
18,666
shares
|
$773,332
0.02% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
18,655
shares
|
$772,876
0.05% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
18,506
shares
|
$766,703
0.02% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
18,488
shares
|
$765,957
0.05% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
18,434
shares
|
$763,720
0.01% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
17,956
shares
|
$743,917
0.02% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
17,834
shares
|
$738,862
0.31% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
17,782
shares
|
$736,708
0.0% of portfolio
|
Q2 2025
Reduced 52.35%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
17,744
shares
|
$735,133
0.02% of portfolio
|
Q1 2025
Added 48.65%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,603
shares
|
$729,292
0.04% of portfolio
|
Q2 2025
Added 18.24%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,389
shares
|
$720,426
0.0% of portfolio
|
Q2 2025
Reduced 57.5%
|