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 |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
525,503
shares
|
$19.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
516,517
shares
|
$19.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Uss Investment Management LTD
|
May 14, 2025 Q1 2025 |
516,436
shares
|
$19.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
512,483
shares
|
$19 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
484,688
shares
|
$17.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
461,854
shares
|
$17.1 Million
0.11% of portfolio
|
Q1 2025
Added 96.4%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
May 09, 2025 Q1 2025 |
453,017
shares
|
$16.8 Million
0.4% of portfolio
|
Q1 2025
Added 92.62%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
439,737
shares
|
$16.3 Million
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
417,706
shares
|
$15.5 Million
0.31% of portfolio
|
Q1 2025
Added 35.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
413,313
shares
|
$15.3 Million
0.0% of portfolio
|
Q1 2025
Added 333.26%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
412,616
shares
|
$15.3 Million
1.4% of portfolio
|
Q1 2025
Reduced 55.19%
|
|
|
Henry James International Management Inc.
|
Apr 25, 2025 Q1 2025 |
410,923
shares
|
$15.2 Million
4.42% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
408,401
shares
|
$15.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 53.63%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
382,355
shares
|
$14.1 Million
1.29% of portfolio
|
Q4 2024
Reduced 33.2%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
May 12, 2025 Q1 2025 |
370,696
shares
|
$13.7 Million
2.74% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
360,840
shares
|
$13.4 Million
0.93% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
357,411
shares
|
$13.2 Million
0.01% of portfolio
|
Q1 2025
Added 2452.94%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
354,966
shares
|
$13.1 Million
0.02% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Black Diamond Capital Management, L.L.C.
Stamford, CT |
May 15, 2025 Q1 2025 |
350,000
shares
|
$13 Million
8.56% of portfolio
|
Q4 2023
Reduced 77.25%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
345,381
shares
|
$12.8 Million
2.42% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
341,321
shares
|
$12.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
325,000
shares
|
$12 Million
0.62% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
300,414
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
299,648
shares
|
$11.1 Million
0.05% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
298,426
shares
|
$11 Million
0.01% of portfolio
|
Q1 2025
Added 11.96%
|