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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
331,410
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
321,595
shares
|
$13.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Pdt Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
305,378
shares
|
$12.7 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
302,560
shares
|
$12.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 27.57%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
299,953
shares
|
$12.4 Million
0.05% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
299,648
shares
|
$12.4 Million
0.05% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
298,111
shares
|
$12.4 Million
0.04% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
288,605
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Added 1602.08%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
278,366
shares
|
$11.5 Million
0.16% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
259,856
shares
|
$10.8 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
259,110
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
252,885
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
244,036
shares
|
$10.1 Million
0.76% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
221,894
shares
|
$9.19 Million
0.01% of portfolio
|
Q1 2023
Added 22.56%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
220,460
shares
|
$9.13 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
217,715
shares
|
$9.02 Million
0.01% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
215,150
shares
|
$8.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Promethos Capital, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
215,042
shares
|
$8.91 Million
2.46% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
202,272
shares
|
$8.38 Million
0.06% of portfolio
|
Q2 2025
Added 33.71%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
199,559
shares
|
$8.27 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
190,870
shares
|
$7.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
188,021
shares
|
$7.79 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
184,012
shares
|
$7.62 Million
0.01% of portfolio
|
Q2 2025
Added 149.16%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
181,910
shares
|
$7.54 Million
0.0% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
181,097
shares
|
$7.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.32%
|