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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
591
shares
|
$17,865
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
587
shares
|
$17,745
0.0% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
565
shares
|
$17,079
0.01% of portfolio
|
Q4 2024
Added 32.94%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
550
shares
|
$16,626
0.0% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
538
shares
|
$16,263
0.0% of portfolio
|
Q4 2024
Reduced 35.34%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
527
shares
|
$15,931
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
524
shares
|
$15,840
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$15,115
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
500
shares
|
$15,115
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
494
shares
|
$14,933
0.0% of portfolio
|
Q1 2025
Added 164.17%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
487
shares
|
$14,722
0.0% of portfolio
|
Q4 2024
Added 79.7%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
464
shares
|
$14,026
0.0% of portfolio
|
Q1 2024
Added 25.07%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
460
shares
|
$13,905
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
451
shares
|
$13,633
0.0% of portfolio
|
Q4 2024
Reduced 75.91%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
442
shares
|
$13,361
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
414
shares
|
$12,515
0.0% of portfolio
|
Q3 2023
Reduced 20.84%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
410
shares
|
$12,394
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
400
shares
|
$12,092
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
399
shares
|
$12,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
393
shares
|
$11,880
0.0% of portfolio
|
Q1 2025
Added 391.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
378
shares
|
$11,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
367
shares
|
$11,094
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
363
shares
|
$10,973
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
339
shares
|
$10,247
0.0% of portfolio
|
Q3 2024
Reduced 21.53%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
315
shares
|
$9,522
0.0% of portfolio
|
Q3 2024
New holding
|