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 655 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
94,977
shares
|
$2.91 Million
0.02% of portfolio
|
Q2 2023
Reduced 2.59%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
92,386
shares
|
$2.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 52.96%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
91,822
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.81%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
90,000
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2022
Added 347.34%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
89,505
shares
|
$2.74 Million
0.12% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
88,556
shares
|
$2.71 Million
0.97% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
86,500
shares
|
$2.65 Million
0.03% of portfolio
|
Q4 2024
Added 37.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
86,015
shares
|
$2.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
85,975
shares
|
$2.63 Million
0.04% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
78,810
shares
|
$2.41 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
78,725
shares
|
$2.41 Million
0.05% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
75,213
shares
|
$2.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
75,000
shares
|
$2.3 Million
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
73,290
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
72,265
shares
|
$2.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
71,775
shares
|
$2.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
71,743
shares
|
$2.2 Million
0.83% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
69,811
shares
|
$2.14 Million
0.02% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
68,834
shares
|
$2.11 Million
0.84% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
68,630
shares
|
$2.1 Million
0.01% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
68,105
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
Added 20.85%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
65,889
shares
|
$2.02 Million
0.02% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
65,229
shares
|
$2 Million
1.55% of portfolio
|
Q4 2022
Added 4.82%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
64,247
shares
|
$1.97 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
63,400
shares
|
$1.94 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.26%
|