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 617 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $43.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
10,432
shares
|
$355,105
0.0% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,428
shares
|
$354,969
0.02% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,238
shares
|
$348,501
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
10,209
shares
|
$347,514
0.01% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
10,174
shares
|
$346,322
0.05% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
10,152
shares
|
$345,574
0.0% of portfolio
|
Q3 2024
Added 17.34%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
9,964
shares
|
$339,174
0.07% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
9,908
shares
|
$337,268
0.09% of portfolio
|
Q3 2024
Reduced 50.54%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,847
shares
|
$335,191
0.02% of portfolio
|
Q3 2023
Reduced 9.97%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
9,793
shares
|
$333,353
0.02% of portfolio
|
Q3 2024
Added 26.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,779
shares
|
$332,877
0.0% of portfolio
|
Q3 2024
Reduced 86.62%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
9,750
shares
|
$331,890
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
9,695
shares
|
$330,017
0.02% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,689
shares
|
$329,813
0.01% of portfolio
|
Q3 2024
Reduced 31.57%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,612
shares
|
$327,192
0.01% of portfolio
|
Q4 2023
Reduced 6.88%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,509
shares
|
$323,686
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
9,480
shares
|
$322,699
0.01% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
9,382
shares
|
$319,363
0.07% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,278
shares
|
$315,823
0.0% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,273
shares
|
$315,652
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
9,204
shares
|
$313,304
0.02% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,084
shares
|
$309,219
0.0% of portfolio
|
Q3 2024
Added 224.2%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
9,081
shares
|
$309,117
0.0% of portfolio
|
Q3 2024
Added 31.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,968
shares
|
$305,270
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
8,838
shares
|
$300,845
0.02% of portfolio
|
Q3 2024
Added 0.45%
|