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 662 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $44.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
3,810
shares
|
$115,176
0.0% of portfolio
|
Q4 2024
Added 62.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,802
shares
|
$114,934
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,425
shares
|
$103,537
0.0% of portfolio
|
Q4 2024
Reduced 93.98%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
3,292
shares
|
$99,517
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
3,002
shares
|
$90,750
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,989
shares
|
$90,357
0.0% of portfolio
|
Q4 2024
Added 42.2%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,864
shares
|
$86,578
0.01% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
2,752
shares
|
$83,192
0.07% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
2,700
shares
|
$81,621
0.03% of portfolio
|
Q1 2025
Added 2627.27%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
2,690
shares
|
$81,318
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,653
shares
|
$80,200
0.0% of portfolio
|
Q1 2025
Added 18.97%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,624
shares
|
$79,323
0.02% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2,564
shares
|
$77,509
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
2,535
shares
|
$76,633
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,509
shares
|
$75,847
0.02% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,362
shares
|
$71,403
0.0% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,142
shares
|
$64,752
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
2,110
shares
|
$63,785
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,105
shares
|
$63,634
0.0% of portfolio
|
Q4 2024
Reduced 16.83%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$60,460
0.02% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
1,901
shares
|
$57,467
0.0% of portfolio
|
Q1 2025
Reduced 85.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,826
shares
|
$55,199
0.01% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,666
shares
|
$50,363
0.0% of portfolio
|
Q2 2024
Added 566.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,630
shares
|
$49,274
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,578
shares
|
$47,702
0.0% of portfolio
|
Q4 2024
Reduced 14.93%
|