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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
17,388
shares
|
$720,384
0.01% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
17,254
shares
|
$714,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
17,089
shares
|
$707,997
0.09% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,888
shares
|
$699,669
0.0% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
15,980
shares
|
$662,051
0.0% of portfolio
|
Q2 2025
Reduced 28.61%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
15,719
shares
|
$651,238
0.25% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
15,571
shares
|
$645,106
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
15,564
shares
|
$644,816
0.01% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
15,534
shares
|
$643,573
0.7% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
15,429
shares
|
$639,223
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,402
shares
|
$638,104
0.0% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
15,388
shares
|
$637,524
0.05% of portfolio
|
N/A
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
15,251
shares
|
$631,848
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
15,093
shares
|
$625,302
0.11% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
14,930
shares
|
$618,549
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,634
shares
|
$606,286
0.01% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,520
shares
|
$601,563
0.01% of portfolio
|
Q3 2023
Reduced 12.19%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
14,489
shares
|
$600,279
0.14% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
14,428
shares
|
$597,752
0.04% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
14,300
shares
|
$592,449
0.14% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
14,225
shares
|
$589,341
0.01% of portfolio
|
Q2 2025
Added 92.15%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
14,102
shares
|
$584,245
0.01% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Aug 05, 2025 Q2 2025 |
14,000
shares
|
$580,020
0.48% of portfolio
|
Q2 2025
Reduced 78.88%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
13,774
shares
|
$570,656
0.03% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13,722
shares
|
$568,502
0.01% of portfolio
|
Q2 2025
Added 417.23%
|