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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
367
shares
|
$13,579
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
366
shares
|
$13,542
0.0% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
365
shares
|
$13,505
0.0% of portfolio
|
Q2 2025
Reduced 41.03%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
354
shares
|
$13,098
0.03% of portfolio
|
Q1 2025
Added 1509.09%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
339
shares
|
$12,543
0.0% of portfolio
|
Q3 2024
Reduced 21.53%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
331
shares
|
$12,247
0.0% of portfolio
|
Q1 2025
Added 173.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
315
shares
|
$11,655
0.0% of portfolio
|
Q4 2023
Reduced 28.08%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
315
shares
|
$11,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
309
shares
|
$11,433
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
308
shares
|
$11,396
0.01% of portfolio
|
Q2 2024
Added 69.23%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
305
shares
|
$11,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
298
shares
|
$11,026
0.0% of portfolio
|
Q1 2025
Added 14800.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
287
shares
|
$10,619
0.0% of portfolio
|
Q2 2025
Reduced 51.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
282
shares
|
$10,434
0.0% of portfolio
|
Q3 2023
Added 68.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
270
shares
|
$9,990
0.0% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
270
shares
|
$9,990
0.0% of portfolio
|
Q3 2024
Reduced 86.09%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
261
shares
|
$9,657
0.0% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
258
shares
|
$9,546
0.0% of portfolio
|
Q1 2025
Added 235.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
227
shares
|
$8,399
0.0% of portfolio
|
Q1 2025
Added 74.62%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
227
shares
|
$8,399
0.0% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
225
shares
|
$8,325
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
224
shares
|
$8,288
0.0% of portfolio
|
Q4 2023
Reduced 43.43%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
219
shares
|
$8,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
219
shares
|
$8,103
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
218
shares
|
$8,066
0.0% of portfolio
|
Q4 2024
Reduced 1.36%
|