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 620 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 $38.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
8,825
shares
|
$267,221
0.14% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
8,649
shares
|
$261,891
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
8,552
shares
|
$258,954
0.05% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,535
shares
|
$258,439
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
8,278
shares
|
$250,657
0.0% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,074
shares
|
$244,480
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,888
shares
|
$238,848
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
7,875
shares
|
$238,455
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
7,828
shares
|
$237,031
0.05% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
7,782
shares
|
$235,638
0.12% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
7,775
shares
|
$235,427
0.06% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
7,730
shares
|
$234,064
0.01% of portfolio
|
Q3 2024
Added 88.72%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
7,680
shares
|
$232,550
0.01% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
7,659
shares
|
$231,914
0.0% of portfolio
|
Q3 2024
Reduced 21.96%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
7,600
shares
|
$230,128
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
7,598
shares
|
$230,067
0.16% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,391
shares
|
$223,799
0.0% of portfolio
|
Q2 2020
Reduced 14.33%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,347
shares
|
$222,467
0.0% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,346
shares
|
$222,436
0.02% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
7,322
shares
|
$221,710
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
7,300
shares
|
$221,044
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
7,284
shares
|
$220,559
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
7,242
shares
|
$219,287
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
7,164
shares
|
$216,925
0.11% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,153
shares
|
$216,592
0.0% of portfolio
|
Q3 2024
Reduced 2.85%
|