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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
180
shares
|
$7,457
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Baillie Gifford & CO
|
Aug 06, 2025 Q2 2025 |
172
shares
|
$7,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
171
shares
|
$7,084
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
158
shares
|
$6,545
0.0% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
156
shares
|
$6,463
0.0% of portfolio
|
Q2 2025
Reduced 28.77%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
152
shares
|
$6,297
0.0% of portfolio
|
Q1 2025
Reduced 98.5%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
142
shares
|
$5,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
138
shares
|
$5,717
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
135
shares
|
$5,593
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
133
shares
|
$5,510
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
128
shares
|
$5,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
122
shares
|
$5,054
0.0% of portfolio
|
Q2 2025
Added 110.34%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
120
shares
|
$4,971
0.0% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
120
shares
|
$4,971
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
119
shares
|
$4,930
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
114
shares
|
$4,723
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
110
shares
|
$4,557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
103
shares
|
$4,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
100
shares
|
$4,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
96
shares
|
$3,977
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
79
shares
|
$3,272
0.0% of portfolio
|
Q2 2025
Added 295.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
74
shares
|
$3,065
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
73
shares
|
$3,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
69
shares
|
$2,858
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
69
shares
|
$2,858
0.0% of portfolio
|
Q1 2025
New holding
|