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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
214
shares
|
$7,918
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
205
shares
|
$7,585
0.01% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
200
shares
|
$7,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
195
shares
|
$7,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
189
shares
|
$6,993
0.0% of portfolio
|
Q1 2025
Added 626.92%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
187
shares
|
$6,919
0.0% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
183
shares
|
$6,771
0.0% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
181
shares
|
$6,697
0.0% of portfolio
|
Q2 2025
Added 285.11%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
180
shares
|
$6,660
0.0% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
180
shares
|
$6,660
0.0% of portfolio
|
Q3 2024
Reduced 69.8%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
179
shares
|
$6,623
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
171
shares
|
$6,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
152
shares
|
$5,624
0.0% of portfolio
|
Q1 2025
Reduced 98.5%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
150
shares
|
$5,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
142
shares
|
$5,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
138
shares
|
$5,106
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
137
shares
|
$5,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
136
shares
|
$5,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
135
shares
|
$4,995
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
128
shares
|
$4,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
122
shares
|
$4,514
0.0% of portfolio
|
Q2 2025
Added 110.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
120
shares
|
$4,440
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
119
shares
|
$4,403
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
114
shares
|
$4,218
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
100
shares
|
$3,700
0.0% of portfolio
|
Q4 2024
New holding
|