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 672 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $49.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
9,122
shares
|
$337,514
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,043
shares
|
$334,591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
8,936
shares
|
$330,632
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
8,927
shares
|
$330,299
0.01% of portfolio
|
Q1 2025
Reduced 77.8%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
8,898
shares
|
$329,226
0.08% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
8,780
shares
|
$324,860
0.08% of portfolio
|
Q1 2025
Reduced 61.13%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
8,767
shares
|
$324,379
0.14% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
8,694
shares
|
$321,678
0.0% of portfolio
|
Q1 2025
Added 33.47%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
8,673
shares
|
$320,901
0.0% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
8,527
shares
|
$315,499
0.02% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
8,472
shares
|
$313,464
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
8,222
shares
|
$304,214
0.0% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
8,220
shares
|
$304,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
8,210
shares
|
$303,770
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
8,200
shares
|
$303,400
0.0% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
8,138
shares
|
$301,106
0.02% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,134
shares
|
$300,958
0.0% of portfolio
|
Q1 2025
Added 47.14%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
8,106
shares
|
$299,922
0.01% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
8,053
shares
|
$297,961
0.05% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
8,011
shares
|
$296,407
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,947
shares
|
$294,039
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
7,886
shares
|
$291,782
0.05% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
7,833
shares
|
$289,821
0.05% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
7,831
shares
|
$289,747
0.01% of portfolio
|
Q2 2025
Reduced 37.4%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
7,808
shares
|
$288,896
0.04% of portfolio
|
Q1 2025
Added 9.49%
|