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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
315
shares
|
$9,522
0.0% of portfolio
|
Q4 2023
Reduced 28.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
309
shares
|
$9,341
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
308
shares
|
$9,310
0.01% of portfolio
|
Q2 2024
Added 69.23%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
305
shares
|
$9,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
282
shares
|
$8,524
0.0% of portfolio
|
Q3 2023
Added 68.86%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
270
shares
|
$8,162
0.0% of portfolio
|
Q3 2024
Reduced 86.09%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
270
shares
|
$8,162
0.0% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
235
shares
|
$7,104
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
227
shares
|
$6,862
0.0% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
224
shares
|
$6,771
0.0% of portfolio
|
Q4 2023
Reduced 43.43%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
219
shares
|
$6,620
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
219
shares
|
$6,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
218
shares
|
$6,590
0.0% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
214
shares
|
$6,469
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
210
shares
|
$6,348
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$6,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
200
shares
|
$6,046
0.0% of portfolio
|
Q1 2025
Added 32.45%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
197
shares
|
$5,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
187
shares
|
$5,653
0.0% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
183
shares
|
$5,532
0.0% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
180
shares
|
$5,441
0.0% of portfolio
|
Q3 2024
Reduced 69.8%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
179
shares
|
$5,411
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
174
shares
|
$5,260
0.0% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
171
shares
|
$5,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
170
shares
|
$5,139
0.0% of portfolio
|
Q1 2025
Reduced 6.08%
|