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 |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
1,248,597
shares
|
$51.7 Million
0.02% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
1,114,841
shares
|
$46.2 Million
0.03% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
1,061,842
shares
|
$44 Million
0.08% of portfolio
|
Q2 2025
Added 6413.57%
|
|
|
Exane Asset Management
|
Jul 17, 2025 Q2 2025 |
1,038,991
shares
|
$43 Million
19.51% of portfolio
|
Q2 2025
Reduced 19.49%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
1,033,470
shares
|
$42.8 Million
0.25% of portfolio
|
Q2 2025
Added 25.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,014,965
shares
|
$42 Million
0.02% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2025 Q2 2025 |
999,014
shares
|
$41.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
Jul 09, 2025 Q2 2025 |
995,000
shares
|
$41.2 Million
56.52% of portfolio
|
Q2 2025
Added 74.56%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
878,317
shares
|
$36.4 Million
0.15% of portfolio
|
Q2 2025
Added 30.66%
|
|
|
Governors Lane LP
New York, NY |
Aug 14, 2025 Q2 2025 |
877,822
shares
|
$36.4 Million
3.57% of portfolio
|
Q2 2025
Added 25.78%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
859,043
shares
|
$35.6 Million
2.2% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
822,982
shares
|
$34.1 Million
0.01% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
794,098
shares
|
$32.9 Million
0.35% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
785,134
shares
|
$32.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 65.05%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
767,981
shares
|
$31.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 32.66%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
745,363
shares
|
$30.9 Million
1.02% of portfolio
|
Q2 2025
Reduced 34.0%
|
|
|
Channing Global Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
741,861
shares
|
$30.7 Million
17.87% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
720,476
shares
|
$29.8 Million
2.46% of portfolio
|
Q2 2025
Added 74.61%
|
|
|
Amf Tjanstepension Ab
|
Jul 22, 2025 Q2 2025 |
708,033
shares
|
$29.3 Million
0.17% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
705,553
shares
|
$29.2 Million
0.01% of portfolio
|
Q2 2025
Added 176.87%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
674,660
shares
|
$28 Million
0.37% of portfolio
|
Q2 2025
Added 28.38%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
652,780
shares
|
$27 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
637,302
shares
|
$26.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 71.23%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
627,657
shares
|
$26 Million
0.19% of portfolio
|
Q2 2025
Added 746.82%
|
|
|
Systrade Ag
Vaduz, N2 |
Jul 09, 2025 Q2 2025 |
625,000
shares
|
$25.9 Million
23.71% of portfolio
|
Q2 2025
Added 5.04%
|