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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
315
shares
|
$13,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
309
shares
|
$12,801
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
305
shares
|
$12,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
298
shares
|
$12,346
0.0% of portfolio
|
Q2 2025
Added 835.23%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
287
shares
|
$11,890
0.0% of portfolio
|
Q2 2025
Reduced 51.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
282
shares
|
$11,683
0.0% of portfolio
|
Q3 2023
Added 68.86%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
270
shares
|
$11,186
0.0% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
270
shares
|
$11,186
0.0% of portfolio
|
Q3 2024
Reduced 86.09%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
261
shares
|
$10,813
0.0% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
255
shares
|
$10,564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
233
shares
|
$9,653
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
225
shares
|
$9,321
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
224
shares
|
$9,280
0.0% of portfolio
|
Q4 2023
Reduced 43.43%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
219
shares
|
$9,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
218
shares
|
$9,031
0.0% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
214
shares
|
$8,866
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
205
shares
|
$8,493
0.01% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
200
shares
|
$8,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
200
shares
|
$8,286
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
187
shares
|
$7,747
0.0% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
183
shares
|
$7,581
0.0% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
181
shares
|
$7,498
0.0% of portfolio
|
Q2 2025
Added 285.11%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
180
shares
|
$7,457
0.0% of portfolio
|
Q3 2024
Reduced 69.8%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
180
shares
|
$7,457
0.0% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
180
shares
|
$7,457
0.0% of portfolio
|
Q2 2025
Added 31.39%
|