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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
72,966
shares
|
$2.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
72,821
shares
|
$2.69 Million
0.87% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
71,775
shares
|
$2.66 Million
0.32% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
69,782
shares
|
$2.58 Million
0.95% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
68,105
shares
|
$2.52 Million
0.04% of portfolio
|
Q4 2024
Added 20.85%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
67,500
shares
|
$2.5 Million
4.17% of portfolio
|
Q1 2025
Reduced 59.09%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
67,103
shares
|
$2.48 Million
0.13% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Apr 24, 2025 Q1 2025 |
66,277
shares
|
$2.45 Million
2.02% of portfolio
|
Q1 2025
Added 373.41%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
65,573
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
65,229
shares
|
$2.41 Million
1.55% of portfolio
|
Q4 2022
Added 4.82%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
64,247
shares
|
$2.38 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
64,155
shares
|
$2.37 Million
1.13% of portfolio
|
Q1 2025
Added 100.1%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
63,956
shares
|
$2.37 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
63,761
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
63,400
shares
|
$2.35 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
63,317
shares
|
$2.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
63,100
shares
|
$2.33 Million
0.18% of portfolio
|
Q1 2025
Added 593.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
62,912
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Added 73.87%
|
|
|
Monaco Asset Management Sam
|
May 08, 2025 Q1 2025 |
62,500
shares
|
$2.31 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
61,113
shares
|
$2.26 Million
1.74% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
60,014
shares
|
$2.22 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
59,806
shares
|
$2.21 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
59,554
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
56,560
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
56,509
shares
|
$2.09 Million
0.1% of portfolio
|
Q4 2022
Reduced 18.7%
|