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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
7,153
shares
|
$216,592
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
7,146
shares
|
$216,380
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
7,131
shares
|
$215,926
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,109
shares
|
$215,260
0.01% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
7,012
shares
|
$212,323
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
6,980
shares
|
$211,354
0.02% of portfolio
|
Q4 2023
Reduced 21.56%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
6,951
shares
|
$210,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
6,918
shares
|
$209,477
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
6,653
shares
|
$201,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,589
shares
|
$199,514
0.03% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,588
shares
|
$199,484
0.01% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,353
shares
|
$192,368
0.01% of portfolio
|
Q3 2024
Reduced 48.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,342
shares
|
$192,035
0.01% of portfolio
|
Q3 2024
Reduced 32.34%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
5,970
shares
|
$180,771
0.03% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
5,194
shares
|
$157,274
0.0% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,177
shares
|
$156,759
0.03% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,076
shares
|
$153,701
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,941
shares
|
$149,613
0.01% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
4,894
shares
|
$148,190
0.05% of portfolio
|
Q1 2024
Added 19.54%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
4,248
shares
|
$128,629
0.0% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,245
shares
|
$128,538
0.01% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
3,995
shares
|
$120,968
0.1% of portfolio
|
Q3 2024
Added 19.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,757
shares
|
$113,761
0.01% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
3,508
shares
|
$106,222
0.0% of portfolio
|
Q3 2024
Reduced 25.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,403
shares
|
$103,042
0.01% of portfolio
|
Q3 2024
Added 165.03%
|