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 649 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $47.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
144,994
shares
|
$4.62 Million
0.03% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
144,113
shares
|
$4.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
142,551
shares
|
$4.54 Million
0.06% of portfolio
|
Q4 2024
Added 845.11%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
135,861
shares
|
$4.33 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
135,773
shares
|
$4.33 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
122,700
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
117,613
shares
|
$3.75 Million
1.08% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
114,363
shares
|
$3.65 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
113,907
shares
|
$3.63 Million
0.0% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
113,009
shares
|
$3.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Helios Capital Management Pte. LTD
|
Jan 27, 2025 Q4 2024 |
112,000
shares
|
$3.57 Million
2.01% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
110,504
shares
|
$3.52 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
110,330
shares
|
$3.52 Million
0.83% of portfolio
|
Q4 2024
Reduced 22.12%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
108,000
shares
|
$3.44 Million
0.84% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
107,490
shares
|
$3.43 Million
0.24% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
106,196
shares
|
$3.39 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
106,019
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
104,451
shares
|
$3.33 Million
0.1% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
102,956
shares
|
$3.28 Million
1.13% of portfolio
|
Q3 2023
Reduced 15.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
102,860
shares
|
$3.28 Million
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
99,637
shares
|
$3.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.63%
|
|
|
Point Break Capital Management, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
98,927
shares
|
$3.15 Million
3.59% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
95,396
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
Added 637.62%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
95,316
shares
|
$3.04 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
94,977
shares
|
$3.03 Million
0.02% of portfolio
|
Q2 2023
Reduced 2.59%
|