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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
850
shares
|
$31,450
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
836
shares
|
$30,932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
773
shares
|
$28,601
0.01% of portfolio
|
Q4 2024
Added 69.52%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
677
shares
|
$25,049
0.0% of portfolio
|
Q1 2025
Added 39.01%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
659
shares
|
$24,383
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
645
shares
|
$23,865
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
635
shares
|
$23,495
0.01% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
591
shares
|
$21,867
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
550
shares
|
$20,350
0.0% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
538
shares
|
$19,906
0.0% of portfolio
|
Q4 2024
Reduced 35.34%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
500
shares
|
$18,500
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
500
shares
|
$18,500
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
494
shares
|
$18,278
0.0% of portfolio
|
Q1 2025
Added 164.17%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
466
shares
|
$17,242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
464
shares
|
$17,168
0.0% of portfolio
|
Q1 2024
Added 25.07%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
460
shares
|
$17,020
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
442
shares
|
$16,354
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
437
shares
|
$16,169
0.0% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
427
shares
|
$15,799
0.01% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
410
shares
|
$15,170
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
406
shares
|
$15,022
0.0% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
400
shares
|
$14,800
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
395
shares
|
$14,615
0.0% of portfolio
|
Q2 2025
Reduced 57.25%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
393
shares
|
$14,541
0.0% of portfolio
|
Q1 2025
Added 391.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
378
shares
|
$13,986
0.0% of portfolio
|
Q1 2025
New holding
|