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 |
|---|---|---|---|---|---|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
7,789
shares
|
$288,193
0.01% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
7,657
shares
|
$283,309
0.16% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
7,582
shares
|
$280,534
0.02% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
7,441
shares
|
$275,317
0.01% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
7,423
shares
|
$274,651
0.0% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
7,420
shares
|
$274,540
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,391
shares
|
$273,467
0.0% of portfolio
|
Q2 2020
Reduced 14.33%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
7,309
shares
|
$270,433
0.0% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
7,279
shares
|
$269,323
0.01% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
7,242
shares
|
$267,954
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
7,238
shares
|
$267,806
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
7,077
shares
|
$261,849
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
6,980
shares
|
$258,260
0.02% of portfolio
|
Q4 2023
Reduced 21.56%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
6,969
shares
|
$257,853
0.0% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
6,930
shares
|
$256,410
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,872
shares
|
$254,264
0.0% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
6,798
shares
|
$251,526
0.0% of portfolio
|
Q1 2025
Reduced 23.4%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
6,761
shares
|
$250,157
0.12% of portfolio
|
Q2 2025
Reduced 21.29%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,752
shares
|
$249,824
0.01% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
6,666
shares
|
$246,642
0.01% of portfolio
|
Q1 2025
Reduced 92.55%
|
|
|
Diametric Capital, LP
Boston, MA |
May 14, 2025 Q1 2025 |
6,638
shares
|
$245,606
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
6,612
shares
|
$244,644
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
6,494
shares
|
$240,278
0.13% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
6,437
shares
|
$238,169
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
6,190
shares
|
$229,030
0.01% of portfolio
|
Q2 2025
Reduced 98.59%
|