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 |
|---|---|---|---|---|---|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
7,789
shares
|
$322,698
0.01% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
7,747
shares
|
$320,958
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,679
shares
|
$318,140
0.02% of portfolio
|
Q2 2025
Reduced 38.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
7,643
shares
|
$316,649
0.0% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,638
shares
|
$316,442
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
7,546
shares
|
$312,630
0.01% of portfolio
|
Q2 2025
Reduced 44.61%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
7,433
shares
|
$307,949
0.0% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,424
shares
|
$307,576
0.0% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,391
shares
|
$306,209
0.0% of portfolio
|
Q2 2020
Reduced 14.33%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
7,300
shares
|
$302,439
0.05% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
7,242
shares
|
$300,036
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
7,149
shares
|
$296,183
0.02% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,984
shares
|
$289,347
0.0% of portfolio
|
Q2 2025
Added 62.57%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
6,980
shares
|
$289,181
0.02% of portfolio
|
Q4 2023
Reduced 21.56%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,908
shares
|
$286,198
0.0% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
6,891
shares
|
$285,494
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
6,851
shares
|
$283,836
0.01% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,827
shares
|
$282,842
0.0% of portfolio
|
Q2 2025
Reduced 16.07%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
6,810
shares
|
$282,138
0.06% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
6,761
shares
|
$280,108
0.12% of portfolio
|
Q2 2025
Reduced 21.29%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,752
shares
|
$279,735
0.01% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
6,666
shares
|
$276,172
0.01% of portfolio
|
Q1 2025
Reduced 92.55%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
6,620
shares
|
$274,266
0.03% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
6,612
shares
|
$273,935
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
6,591
shares
|
$273,065
0.0% of portfolio
|
Q2 2025
Reduced 22.2%
|