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 |
|---|---|---|---|---|---|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,488
shares
|
$558,807
0.01% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
13,424
shares
|
$556,156
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
13,291
shares
|
$550,646
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
13,157
shares
|
$545,094
0.14% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
13,141
shares
|
$544,431
0.09% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
13,066
shares
|
$541,324
0.11% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
13,036
shares
|
$540,081
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
12,883
shares
|
$533,742
0.27% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
12,729
shares
|
$527,362
0.08% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
12,659
shares
|
$524,462
0.01% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 08, 2025 Q2 2025 |
12,617
shares
|
$522,722
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
12,564
shares
|
$520,526
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
12,528
shares
|
$519,035
0.06% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
12,479
shares
|
$517,004
0.01% of portfolio
|
Q2 2025
Added 39.65%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
12,424
shares
|
$514,726
0.06% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
12,390
shares
|
$513,317
0.01% of portfolio
|
Q2 2025
Reduced 26.92%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
12,323
shares
|
$510,541
0.05% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
12,245
shares
|
$507,310
0.31% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12,069
shares
|
$500,018
0.03% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
11,874
shares
|
$491,939
0.01% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
11,803
shares
|
$488,998
0.03% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,718
shares
|
$485,476
0.19% of portfolio
|
Q2 2025
Reduced 32.05%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
11,660
shares
|
$483,073
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
11,493
shares
|
$476,154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
11,344
shares
|
$469,981
0.0% of portfolio
|
Q2 2025
Reduced 12.87%
|