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 |
|---|---|---|---|---|---|
|
American Trust Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
11,295
shares
|
$467,951
0.21% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
11,219
shares
|
$464,803
0.02% of portfolio
|
Q2 2025
Added 36.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
11,186
shares
|
$463,435
0.0% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
11,149
shares
|
$461,903
0.02% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
11,118
shares
|
$460,618
0.08% of portfolio
|
Q3 2023
Reduced 75.93%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
11,000
shares
|
$455,730
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
10,865
shares
|
$450,136
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
10,835
shares
|
$448,894
0.05% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
10,651
shares
|
$441,270
0.08% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
10,591
shares
|
$438,785
0.02% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,488
shares
|
$434,517
0.0% of portfolio
|
Q2 2025
Added 162.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,134
shares
|
$419,851
0.01% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
9,994
shares
|
$414,051
0.11% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
9,948
shares
|
$412,145
0.07% of portfolio
|
Q2 2025
Reduced 26.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
9,947
shares
|
$412,104
0.02% of portfolio
|
Q2 2025
Added 22.98%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
9,908
shares
|
$410,488
0.1% of portfolio
|
Q3 2024
Reduced 50.54%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
9,902
shares
|
$410,239
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,847
shares
|
$407,961
0.02% of portfolio
|
Q3 2023
Reduced 9.97%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
9,831
shares
|
$407,298
0.0% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
9,696
shares
|
$401,705
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,612
shares
|
$398,225
0.01% of portfolio
|
Q4 2023
Reduced 6.88%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
9,576
shares
|
$396,733
0.01% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
9,488
shares
|
$393,087
0.02% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,447
shares
|
$391,389
0.0% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
9,405
shares
|
$389,649
0.01% of portfolio
|
Q2 2025
Reduced 18.5%
|