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 |
|---|---|---|---|---|---|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
110,504
shares
|
$4.09 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
110,345
shares
|
$4.08 Million
0.67% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108,541
shares
|
$4.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
106,484
shares
|
$3.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
105,807
shares
|
$3.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
102,956
shares
|
$3.81 Million
1.13% of portfolio
|
Q3 2023
Reduced 15.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
102,703
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Point Break Capital Management, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
98,927
shares
|
$3.66 Million
3.59% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
98,480
shares
|
$3.64 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
98,068
shares
|
$3.63 Million
0.8% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
94,977
shares
|
$3.51 Million
0.02% of portfolio
|
Q2 2023
Reduced 2.59%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
90,000
shares
|
$3.33 Million
0.01% of portfolio
|
Q3 2022
Added 347.34%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
88,192
shares
|
$3.26 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
86,857
shares
|
$3.21 Million
0.05% of portfolio
|
Q1 2025
Added 82.92%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
86,756
shares
|
$3.21 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
85,885
shares
|
$3.18 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
85,653
shares
|
$3.17 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
83,389
shares
|
$3.09 Million
0.12% of portfolio
|
Q1 2025
Added 52.19%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
83,183
shares
|
$3.08 Million
0.22% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
82,569
shares
|
$3.06 Million
0.04% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
80,090
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Added 32.27%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
75,880
shares
|
$2.81 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
74,149
shares
|
$2.74 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
74,119
shares
|
$2.74 Million
0.02% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
73,852
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Added 0.77%
|