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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
181,030
shares
|
$7.5 Million
0.01% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
167,275
shares
|
$6.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
Aug 07, 2025 Q2 2025 |
162,371
shares
|
$6.73 Million
0.13% of portfolio
|
Q2 2025
Reduced 64.16%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
160,693
shares
|
$6.66 Million
0.94% of portfolio
|
Q2 2025
Added 272.33%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
155,348
shares
|
$6.44 Million
1.54% of portfolio
|
Q2 2025
Reduced 44.92%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
151,596
shares
|
$6.28 Million
0.73% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
151,537
shares
|
$6.28 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
150,061
shares
|
$6.22 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
149,362
shares
|
$6.19 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Jul 28, 2025 Q2 2025 |
147,378
shares
|
$6.11 Million
0.42% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
145,847
shares
|
$6.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.88%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
145,805
shares
|
$6.04 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
144,231
shares
|
$5.98 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.44%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
139,033
shares
|
$5.76 Million
0.0% of portfolio
|
Q2 2025
Added 121.0%
|
|
|
Helios Capital Management Pte. LTD
|
Aug 06, 2025 Q2 2025 |
136,000
shares
|
$5.63 Million
3.95% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
135,000
shares
|
$5.59 Million
0.94% of portfolio
|
Q2 2025
Added 19.47%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
134,991
shares
|
$5.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
129,469
shares
|
$5.36 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
129,280
shares
|
$5.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
127,785
shares
|
$5.29 Million
0.13% of portfolio
|
Q2 2025
Added 609.92%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
127,614
shares
|
$5.29 Million
0.0% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
121,820
shares
|
$5.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
121,067
shares
|
$5.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
119,894
shares
|
$4.97 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
119,479
shares
|
$4.95 Million
0.07% of portfolio
|
Q2 2025
Added 39.49%
|