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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,666
shares
|
$69,022
0.0% of portfolio
|
Q2 2024
Added 566.4%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$62,145
0.04% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,500
shares
|
$62,145
0.01% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
1,466
shares
|
$60,736
0.02% of portfolio
|
Q1 2025
Added 45.87%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,431
shares
|
$59,286
0.01% of portfolio
|
Q2 2022
Reduced 76.78%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,416
shares
|
$58,664
0.0% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,321
shares
|
$54,729
0.0% of portfolio
|
Q2 2025
Reduced 24.12%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,226
shares
|
$50,793
0.0% of portfolio
|
Q2 2025
Reduced 28.55%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,137
shares
|
$47,105
0.01% of portfolio
|
Q2 2025
Added 535.2%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,131
shares
|
$46,857
0.0% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,066
shares
|
$44,164
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$41,430
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
1,000
shares
|
$41,430
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
991
shares
|
$41,057
0.01% of portfolio
|
Q2 2024
Added 13.78%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
978
shares
|
$40,518
0.0% of portfolio
|
Q2 2025
Reduced 48.55%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
978
shares
|
$40,518
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
969
shares
|
$40,145
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
850
shares
|
$35,215
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
836
shares
|
$34,635
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
773
shares
|
$32,025
0.01% of portfolio
|
Q4 2024
Added 69.52%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
716
shares
|
$29,663
0.01% of portfolio
|
Q2 2025
Added 894.44%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
711
shares
|
$29,456
0.01% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
681
shares
|
$28,213
0.0% of portfolio
|
Q2 2025
Added 73.28%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
675
shares
|
$27,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
659
shares
|
$27,302
0.0% of portfolio
|
Q3 2024
Added 1.23%
|