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 620 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $38.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
60,011
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
59,665
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
59,554
shares
|
$1.77 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
59,519
shares
|
$1.77 Million
0.16% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
59,260
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
58,239
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
57,968
shares
|
$1.73 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
56,887
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
56,701
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
56,509
shares
|
$1.68 Million
0.1% of portfolio
|
Q4 2022
Reduced 18.7%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
56,356
shares
|
$1.68 Million
0.03% of portfolio
|
Q1 2024
Added 4.65%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
56,012
shares
|
$1.67 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
54,971
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 34.19%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
53,790
shares
|
$1.6 Million
0.23% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
53,672
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
53,287
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
53,220
shares
|
$1.58 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
51,533
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Added 40.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
51,401
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
50,835
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 22.76%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
49,403
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Added 3.69%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
48,471
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
47,771
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Added 34.76%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
46,544
shares
|
$1.39 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
46,339
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 1.18%
|