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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,378
shares
|
$388,530
0.04% of portfolio
|
Q2 2025
Reduced 28.35%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
9,341
shares
|
$386,997
0.02% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
9,243
shares
|
$382,937
0.0% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,240
shares
|
$382,813
0.01% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
9,047
shares
|
$374,817
0.0% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
8,823
shares
|
$365,536
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8,796
shares
|
$364,418
0.02% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
8,794
shares
|
$364,335
0.01% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
8,790
shares
|
$364,169
0.08% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
8,780
shares
|
$363,755
0.08% of portfolio
|
Q1 2025
Reduced 61.13%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
8,770
shares
|
$363,341
0.02% of portfolio
|
Q2 2025
Reduced 46.45%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
8,767
shares
|
$363,216
0.14% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
8,573
shares
|
$355,179
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
8,516
shares
|
$352,817
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
8,515
shares
|
$352,776
0.01% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
8,400
shares
|
$348,012
0.05% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,302
shares
|
$343,951
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
8,185
shares
|
$339,104
0.01% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
8,019
shares
|
$332,227
0.0% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,947
shares
|
$329,244
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
7,907
shares
|
$327,587
0.03% of portfolio
|
N/A
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
7,886
shares
|
$326,716
0.05% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
7,844
shares
|
$324,976
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
7,831
shares
|
$324,438
0.01% of portfolio
|
Q2 2025
Reduced 37.4%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
7,825
shares
|
$324,189
0.15% of portfolio
|
Q2 2025
New holding
|