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 |
|---|---|---|---|---|---|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
3,002
shares
|
$90,900
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
2,624
shares
|
$79,454
0.02% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,620
shares
|
$79,333
0.01% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
2,573
shares
|
$77,910
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,564
shares
|
$77,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,531
shares
|
$76,638
0.0% of portfolio
|
Q2 2024
Added 8.77%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
2,347
shares
|
$71,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,313
shares
|
$70,037
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,142
shares
|
$64,859
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,102
shares
|
$63,648
0.0% of portfolio
|
Q3 2024
Reduced 37.14%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,095
shares
|
$63,436
0.0% of portfolio
|
Q3 2024
Reduced 38.56%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,952
shares
|
$59,106
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,915
shares
|
$57,986
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,872
shares
|
$56,684
0.0% of portfolio
|
Q3 2024
Reduced 23.47%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,855
shares
|
$56,169
0.0% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,817
shares
|
$55,018
0.02% of portfolio
|
Q1 2024
Added 1536.94%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,809
shares
|
$54,776
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
1,794
shares
|
$54,322
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,748
shares
|
$52,929
0.0% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,666
shares
|
$50,446
0.0% of portfolio
|
Q2 2024
Added 566.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,630
shares
|
$49,356
0.0% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,532
shares
|
$46,388
0.01% of portfolio
|
Q3 2024
Added 41.59%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,519
shares
|
$45,995
0.0% of portfolio
|
Q1 2024
Added 5742.31%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,432
shares
|
$43,360
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,431
shares
|
$43,330
0.01% of portfolio
|
Q2 2022
Reduced 76.78%
|