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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,624
shares
|
$97,088
0.02% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,564
shares
|
$94,868
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,362
shares
|
$87,394
0.0% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,105
shares
|
$77,885
0.0% of portfolio
|
Q4 2024
Reduced 16.83%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$74,000
0.02% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,926
shares
|
$71,262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,826
shares
|
$67,562
0.01% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,741
shares
|
$64,417
0.01% of portfolio
|
Q1 2025
Added 28.87%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,716
shares
|
$63,492
0.0% of portfolio
|
Q1 2025
Added 183.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,666
shares
|
$61,642
0.0% of portfolio
|
Q2 2024
Added 566.4%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,500
shares
|
$55,500
0.01% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,497
shares
|
$55,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
1,466
shares
|
$54,242
0.02% of portfolio
|
Q1 2025
Added 45.87%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,431
shares
|
$52,947
0.01% of portfolio
|
Q2 2022
Reduced 76.78%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,374
shares
|
$50,838
0.0% of portfolio
|
Q1 2025
Reduced 29.61%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
1,300
shares
|
$48,100
0.03% of portfolio
|
Q1 2025
Added 44.44%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,218
shares
|
$45,066
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,131
shares
|
$41,847
0.0% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,112
shares
|
$41,144
0.0% of portfolio
|
Q1 2025
Added 959.05%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,028
shares
|
$38,036
0.0% of portfolio
|
Q1 2025
Added 27.23%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$37,000
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$37,000
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
991
shares
|
$36,667
0.01% of portfolio
|
Q2 2024
Added 13.78%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
978
shares
|
$36,186
0.0% of portfolio
|
Q2 2025
Reduced 48.55%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
922
shares
|
$34,114
0.0% of portfolio
|
Q1 2025
Added 104.43%
|