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 |
|---|---|---|---|---|---|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
5,045
shares
|
$209,014
0.0% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,896
shares
|
$202,841
0.0% of portfolio
|
Q2 2025
Added 107.28%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
4,894
shares
|
$202,758
0.05% of portfolio
|
Q1 2024
Added 19.54%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
4,600
shares
|
$190,578
0.02% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
4,512
shares
|
$186,932
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,653
shares
|
$151,343
0.04% of portfolio
|
Q2 2025
Added 73.13%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,581
shares
|
$148,360
0.0% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
3,542
shares
|
$146,745
0.0% of portfolio
|
Q2 2025
Reduced 71.23%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
3,530
shares
|
$146,247
0.03% of portfolio
|
Q2 2025
Added 40.69%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,404
shares
|
$141,027
0.01% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,297
shares
|
$136,594
0.0% of portfolio
|
Q2 2025
Reduced 69.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
3,199
shares
|
$132,534
0.01% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
3,002
shares
|
$124,372
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
2,919
shares
|
$120,934
0.04% of portfolio
|
Q2 2025
Reduced 75.47%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,800
shares
|
$116,004
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
2,748
shares
|
$113,849
0.02% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,669
shares
|
$110,576
0.0% of portfolio
|
Q1 2025
Added 24.6%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,659
shares
|
$110,162
0.07% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,564
shares
|
$106,226
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,564
shares
|
$106,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,105
shares
|
$87,210
0.0% of portfolio
|
Q4 2024
Reduced 16.83%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
2,077
shares
|
$86,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
2,000
shares
|
$82,860
0.02% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,926
shares
|
$79,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,819
shares
|
$75,361
0.0% of portfolio
|
Q2 2025
Added 63.58%
|