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 |
|---|---|---|---|---|---|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
160,693
shares
|
$5.95 Million
0.94% of portfolio
|
Q2 2025
Added 272.33%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
158,283
shares
|
$5.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
154,375
shares
|
$5.71 Million
2.37% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
151,280
shares
|
$5.6 Million
0.04% of portfolio
|
Q1 2025
Added 443.04%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
149,434
shares
|
$5.53 Million
0.08% of portfolio
|
Q1 2025
Added 30.67%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
149,362
shares
|
$5.53 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
145,380
shares
|
$5.38 Million
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
145,049
shares
|
$5.37 Million
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
May 15, 2025 Q1 2025 |
141,133
shares
|
$5.22 Million
0.46% of portfolio
|
Q1 2025
Added 703.12%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
140,669
shares
|
$5.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 78.62%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
137,606
shares
|
$5.09 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
135,861
shares
|
$5.03 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
135,849
shares
|
$5.03 Million
0.02% of portfolio
|
Q1 2025
Added 434.5%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
130,697
shares
|
$4.84 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
128,319
shares
|
$4.75 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
127,579
shares
|
$4.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 96.43%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
124,393
shares
|
$4.6 Million
0.06% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
121,094
shares
|
$4.48 Million
0.04% of portfolio
|
Q1 2025
Added 39.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
121,067
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
119,926
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
118,301
shares
|
$4.38 Million
0.14% of portfolio
|
Q1 2025
Added 205.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
118,174
shares
|
$4.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
117,141
shares
|
$4.33 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
113,000
shares
|
$4.18 Million
0.82% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Helios Capital Management Pte. LTD
|
Apr 21, 2025 Q1 2025 |
112,000
shares
|
$4.14 Million
6.23% of portfolio
|
Q4 2024
Added 14.03%
|