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 |
|---|---|---|---|---|---|
|
Haven Global Partners, LLC
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
584,672
shares
|
$24.2 Million
18.61% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Sienna Gestion
Paris, I0 |
Aug 06, 2025 Q2 2025 |
577,949
shares
|
$23.9 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
564,070
shares
|
$23.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
547,729
shares
|
$22.7 Million
0.02% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
542,976
shares
|
$22.5 Million
0.04% of portfolio
|
Q2 2025
Added 294.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
541,095
shares
|
$22.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Aug 08, 2025 Q2 2025 |
529,606
shares
|
$21.9 Million
0.12% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Mangrove Partners
New York, NY |
Aug 14, 2025 Q2 2025 |
527,637
shares
|
$21.9 Million
2.58% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
521,054
shares
|
$21.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.33%
|
|
|
Uss Investment Management LTD
|
Aug 13, 2025 Q2 2025 |
516,436
shares
|
$21.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
509,982
shares
|
$21.1 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
507,951
shares
|
$21 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
439,737
shares
|
$18.2 Million
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
426,291
shares
|
$17.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
398,349
shares
|
$16.5 Million
0.01% of portfolio
|
Q2 2025
Added 183.18%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
382,355
shares
|
$15.8 Million
1.29% of portfolio
|
Q4 2024
Reduced 33.2%
|
|
|
Henry James International Management Inc.
|
Aug 14, 2025 Q2 2025 |
372,723
shares
|
$15.4 Million
4.28% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Aug 12, 2025 Q2 2025 |
368,696
shares
|
$15.3 Million
3.14% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
365,271
shares
|
$15.1 Million
0.02% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
360,840
shares
|
$14.9 Million
0.93% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
350,316
shares
|
$14.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Black Diamond Capital Management, L.L.C.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
350,000
shares
|
$14.5 Million
8.81% of portfolio
|
Q4 2023
Reduced 77.25%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
348,859
shares
|
$14.5 Million
0.58% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Aug 14, 2025 Q2 2025 |
348,176
shares
|
$14.4 Million
0.44% of portfolio
|
Q2 2025
Reduced 91.39%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
345,381
shares
|
$14.3 Million
2.42% of portfolio
|
Q2 2025
Reduced 0.71%
|