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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
117,435
shares
|
$4.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
117,084
shares
|
$4.85 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
110,941
shares
|
$4.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 78.98%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
109,430
shares
|
$4.53 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108,541
shares
|
$4.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
106,855
shares
|
$4.43 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
106,313
shares
|
$4.4 Million
0.09% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
102,956
shares
|
$4.27 Million
1.13% of portfolio
|
Q3 2023
Reduced 15.59%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
99,375
shares
|
$4.12 Million
0.13% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Point Break Capital Management, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
98,927
shares
|
$4.1 Million
3.59% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
98,308
shares
|
$4.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
98,175
shares
|
$4.07 Million
0.28% of portfolio
|
Q2 2025
Added 55.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
97,960
shares
|
$4.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
96,483
shares
|
$4 Million
0.65% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
96,411
shares
|
$3.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
95,852
shares
|
$3.97 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
94,977
shares
|
$3.93 Million
0.02% of portfolio
|
Q2 2023
Reduced 2.59%
|
|
|
Nat West Group PLC
|
Jul 31, 2025 Q2 2025 |
92,787
shares
|
$3.84 Million
0.93% of portfolio
|
Q2 2025
Reduced 53.84%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
90,000
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2022
Added 347.34%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
88,192
shares
|
$3.65 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 06, 2025 Q2 2025 |
86,857
shares
|
$3.6 Million
0.04% of portfolio
|
Q1 2025
Added 82.92%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
86,756
shares
|
$3.59 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
86,721
shares
|
$3.59 Million
0.09% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
84,740
shares
|
$3.51 Million
0.03% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
84,458
shares
|
$3.5 Million
0.21% of portfolio
|
Q2 2025
Added 1.53%
|