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 650 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $50.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
214
shares
|
$7,243
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
209
shares
|
$7,074
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$6,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
197
shares
|
$6,668
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
187
shares
|
$6,329
0.0% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
187
shares
|
$6,329
0.0% of portfolio
|
Q4 2024
Added 130.86%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
183
shares
|
$6,194
0.0% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
181
shares
|
$6,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
180
shares
|
$6,093
0.0% of portfolio
|
Q3 2024
Reduced 69.8%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
179
shares
|
$6,059
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
174
shares
|
$5,889
0.0% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
171
shares
|
$5,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
151
shares
|
$5,111
0.0% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
147
shares
|
$4,975
0.0% of portfolio
|
Q4 2024
Added 212.77%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
141
shares
|
$4,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
138
shares
|
$4,671
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
136
shares
|
$4,603
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
130
shares
|
$4,400
0.0% of portfolio
|
Q4 2024
Added 217.07%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
128
shares
|
$4,332
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
121
shares
|
$4,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
120
shares
|
$4,062
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
119
shares
|
$4,028
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
111
shares
|
$3,757
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
105
shares
|
$3,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
100
shares
|
$3,385
0.0% of portfolio
|
Q4 2024
New holding
|