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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
645
shares
|
$26,722
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
591
shares
|
$24,485
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
559
shares
|
$23,159
0.01% of portfolio
|
Q2 2025
Added 37.68%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
550
shares
|
$22,786
0.0% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
538
shares
|
$22,289
0.0% of portfolio
|
Q4 2024
Reduced 35.34%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
500
shares
|
$20,715
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$20,715
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
497
shares
|
$20,590
0.0% of portfolio
|
Q2 2025
Added 118.94%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
487
shares
|
$20,176
0.0% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
464
shares
|
$19,223
0.0% of portfolio
|
Q1 2024
Added 25.07%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
460
shares
|
$19,057
0.01% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
453
shares
|
$18,767
0.01% of portfolio
|
Q2 2025
Added 47.08%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
442
shares
|
$18,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
437
shares
|
$18,104
0.0% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
410
shares
|
$16,986
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
408
shares
|
$16,903
0.0% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
400
shares
|
$16,572
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
397
shares
|
$16,447
0.0% of portfolio
|
Q2 2025
Reduced 56.94%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
395
shares
|
$16,364
0.0% of portfolio
|
Q2 2025
Reduced 57.25%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
376
shares
|
$15,577
0.0% of portfolio
|
Q2 2025
Added 98.94%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
367
shares
|
$15,204
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
365
shares
|
$15,121
0.0% of portfolio
|
Q2 2025
Reduced 41.03%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
353
shares
|
$14,624
0.0% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
339
shares
|
$14,044
0.0% of portfolio
|
Q3 2024
Reduced 21.53%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
331
shares
|
$13,713
0.0% of portfolio
|
Q1 2025
Added 173.55%
|