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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
285,896
shares
|
$10.6 Million
0.06% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
282,030
shares
|
$10.4 Million
2.67% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
280,806
shares
|
$10.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
270,044
shares
|
$9.99 Million
0.15% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
259,856
shares
|
$9.61 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
254,828
shares
|
$9.43 Million
0.0% of portfolio
|
Q1 2025
Added 2588.06%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
244,036
shares
|
$9.03 Million
0.76% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
226,514
shares
|
$8.38 Million
0.03% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
226,246
shares
|
$8.37 Million
0.0% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
223,976
shares
|
$8.29 Million
0.01% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
221,894
shares
|
$8.21 Million
0.01% of portfolio
|
Q1 2023
Added 22.56%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
220,460
shares
|
$8.16 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
217,715
shares
|
$8.06 Million
0.01% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
216,991
shares
|
$8.03 Million
0.03% of portfolio
|
Q1 2025
Added 37.35%
|
|
|
Promethos Capital, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
202,332
shares
|
$7.49 Million
2.28% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Nat West Group PLC
|
May 14, 2025 Q1 2025 |
201,009
shares
|
$7.44 Million
1.82% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
199,556
shares
|
$7.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
191,277
shares
|
$7.08 Million
0.09% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
188,021
shares
|
$6.96 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Parkwood LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
184,105
shares
|
$6.81 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
181,290
shares
|
$6.71 Million
0.17% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
177,284
shares
|
$6.56 Million
0.08% of portfolio
|
Q1 2025
Added 24.37%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
176,547
shares
|
$6.53 Million
0.01% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
173,036
shares
|
$6.4 Million
0.01% of portfolio
|
Q1 2025
Added 88.45%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
163,451
shares
|
$6.05 Million
0.06% of portfolio
|
Q4 2022
Reduced 9.53%
|