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 646 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 $50.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
80
shares
|
$2,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
79
shares
|
$2,704
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
77
shares
|
$2,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
74
shares
|
$2,533
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
65
shares
|
$2,224
0.0% of portfolio
|
Q2 2024
Reduced 83.5%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
65
shares
|
$2,224
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
61
shares
|
$2,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
58
shares
|
$1,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
48
shares
|
$1,643
0.0% of portfolio
|
Q2 2023
Added 92.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
47
shares
|
$1,608
0.0% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
44
shares
|
$1,506
0.0% of portfolio
|
Q4 2024
Reduced 32.31%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
36
shares
|
$1,232
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
34
shares
|
$1,163
0.0% of portfolio
|
Q3 2024
Reduced 87.27%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
26
shares
|
$889
0.0% of portfolio
|
Q4 2024
Reduced 98.29%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
22
shares
|
$753
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
17
shares
|
$581
0.05% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
9
shares
|
$308
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
8
shares
|
$273
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7
shares
|
$239
0.0% of portfolio
|
Q3 2022
Reduced 96.02%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
4
shares
|
$136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4
shares
|
$136
0.0% of portfolio
|
Q4 2023
Reduced 90.91%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3
shares
|
$102
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2
shares
|
$68
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|