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 620 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $39.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
198,887
shares
|
$6.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
196,386
shares
|
$6.01 Million
0.01% of portfolio
|
Q3 2024
Added 82.08%
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Nov 13, 2024 Q3 2024 |
193,629
shares
|
$5.93 Million
0.64% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
191,984
shares
|
$5.87 Million
0.01% of portfolio
|
Q3 2024
Added 1.99%
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
186,544
shares
|
$5.71 Million
0.38% of portfolio
|
Q3 2024
Added 18.83%
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
185,831
shares
|
$5.69 Million
2.05% of portfolio
|
Q3 2024
Reduced 53.64%
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
182,859
shares
|
$5.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.75%
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
177,436
shares
|
$5.43 Million
0.17% of portfolio
|
Q3 2024
Added 14.42%
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
169,107
shares
|
$5.17 Million
0.01% of portfolio
|
Q3 2024
Added 4.38%
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
166,029
shares
|
$5.08 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
165,303
shares
|
$5.06 Million
0.07% of portfolio
|
Q3 2024
Added 17.45%
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
163,713
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2024
Added 5.07%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
163,451
shares
|
$5 Million
0.06% of portfolio
|
Q4 2022
Reduced 9.53%
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
162,503
shares
|
$4.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
157,091
shares
|
$4.81 Million
0.08% of portfolio
|
Q3 2024
Added 6.2%
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
152,151
shares
|
$4.66 Million
0.2% of portfolio
|
Q3 2024
Added 117.08%
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
151,529
shares
|
$4.64 Million
0.8% of portfolio
|
Q3 2024
Added 73.39%
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
141,675
shares
|
$4.34 Million
1.07% of portfolio
|
Q3 2024
Added 12.35%
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
141,343
shares
|
$4.33 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
140,528
shares
|
$4.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
135,938
shares
|
$4.16 Million
0.04% of portfolio
|
Q3 2024
Added 1.73%
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
135,803
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.55%
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
129,547
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
128,980
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Added 45.75%
|
|
Amf Tjanstepension Ab
|
Oct 28, 2024 Q3 2024 |
122,096
shares
|
$3.74 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.94%
|