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 |
|---|---|---|---|---|---|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
6,164
shares
|
$228,068
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
6,044
shares
|
$223,628
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,956
shares
|
$220,372
0.06% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
5,689
shares
|
$210,493
0.03% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
5,578
shares
|
$206,386
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,470
shares
|
$202,390
0.01% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
5,331
shares
|
$197,247
0.03% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
5,244
shares
|
$194,028
0.0% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
4,894
shares
|
$181,078
0.05% of portfolio
|
Q1 2024
Added 19.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,848
shares
|
$179,376
0.01% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
4,600
shares
|
$170,200
0.02% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
4,518
shares
|
$167,166
0.0% of portfolio
|
Q1 2025
Added 18.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,296
shares
|
$158,952
0.0% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
4,072
shares
|
$150,664
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,992
shares
|
$147,704
0.0% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,802
shares
|
$140,674
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,653
shares
|
$135,161
0.04% of portfolio
|
Q2 2025
Added 73.13%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,581
shares
|
$132,497
0.0% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
3,530
shares
|
$130,610
0.03% of portfolio
|
Q2 2025
Added 40.69%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
3,292
shares
|
$121,804
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
3,002
shares
|
$111,074
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,864
shares
|
$105,968
0.01% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
2,690
shares
|
$99,530
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,669
shares
|
$98,753
0.0% of portfolio
|
Q1 2025
Added 24.6%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,659
shares
|
$98,383
0.07% of portfolio
|
Q2 2025
Reduced 3.38%
|