Purchases and Sales Made in Q1 2025 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q1 2025. The information is specifically focused on institutions that hold shares of UBS Group AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
120K+ 12.53% |
$3.65M - $4.31M
|
1.08M
$41.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
119K+ 2.3% |
$3.61M - $4.26M
|
5.3M
$203M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
110K+ 434.5% |
$3.34M - $3.95M
|
136K
$5.19M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
109K+ 35.35% |
$3.3M - $3.9M
|
418K
$16M
|
|
|
Apr 10, 2025
Q1 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
100K+ 20.2% |
$3.03M - $3.58M
|
595K
$22.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
96.9K+ 2.27% |
$2.93M - $3.47M
|
4.37M
$167M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
92K+ 1.36% |
$2.79M - $3.29M
|
6.87M
$262M
|
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
91.1K+ 13.92% |
$2.76M - $3.26M
|
746K
$28.5M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
85.7KNew |
$2.59M - $3.06M
|
85.7K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
83.8K+ 7.28% |
$2.54M - $3M
|
1.24M
$47.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81.2K+ 88.45% |
$2.46M - $2.91M
|
173K
$6.61M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
79.5K+ 205.02% |
$2.41M - $2.85M
|
118K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
66.6K+ 24.23% |
$2.02M - $2.38M
|
341K
$13M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
64.2KNew |
$1.95M - $2.3M
|
64.2K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
64KNew |
$1.94M - $2.29M
|
64K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
Monaco Asset Management Sam
|
BUY
|
- |
62.5KNew |
$1.89M - $2.24M
|
62.5K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
59K+ 37.35% |
$1.79M - $2.11M
|
217K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
54K+ 593.56% |
$1.64M - $1.93M
|
63.1K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
52.3K+ 373.41% |
$1.58M - $1.87M
|
66.3K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Exane Asset Management
|
BUY
|
- |
49.4K+ 3.98% |
$1.5M - $1.77M
|
1.29M
$49.3M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
43.9KNew |
$1.33M - $1.57M
|
43.9K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
43.2KNew |
$1.31M - $1.54M
|
43.2K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
42.3K+ 3.71% |
$1.28M - $1.51M
|
1.18M
$45.1M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
41.1K+ 15.84% |
$1.24M - $1.47M
|
300K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
39.4K+ 82.92% |
$1.19M - $1.41M
|
86.9K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.4K+ 2.23% |
$1.13M - $1.34M
|
1.72M
$65.6M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
35.1K+ 30.67% |
$1.06M - $1.25M
|
149K
$5.71M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
34.7K+ 24.37% |
$1.05M - $1.24M
|
177K
$6.77M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
34.6K+ 39.99% |
$1.05M - $1.24M
|
121K
$4.63M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
34.2K+ 13.6% |
$1.04M - $1.22M
|
286K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
32.3KNew |
$977K - $1.15M
|
32.3K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
32.1K+ 100.1% |
$972K - $1.15M
|
64.2K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.9K+ 11.96% |
$965K - $1.14M
|
298K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
31.4K+ 9.91% |
$949K - $1.12M
|
348K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.6K+ 15.65% |
$927K - $1.1M
|
226K
$8.64M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.6K+ 2532.65% |
$895K - $1.06M
|
30.7K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
28.6K+ 52.19% |
$866K - $1.02M
|
83.4K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
27.2K+ 1.93% |
$824K - $974K
|
1.44M
$55M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.8K+ 13.58% |
$811K - $958K
|
224K
$8.56M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
26.7K+ 73.87% |
$809K - $956K
|
62.9K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
26.4K+ 1.35% |
$799K - $945K
|
1.98M
$75.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
24.8K+ 2963.04% |
$750K - $886K
|
25.6K
$978K
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
22.5KNew |
$681K - $804K
|
22.5K
$859K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20.9KNew |
$631K - $746K
|
20.9K
$797K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.9KNew |
$631K - $746K
|
20.9K
$797K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20.7K+ 55.7% |
$627K - $741K
|
57.9K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
20.4K+ 11.92% |
$617K - $729K
|
191K
$7.31M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
20KNew |
$606K - $716K
|
20K
$764K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
19.8KNew |
$600K - $709K
|
19.8K
$757K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5K+ 32.27% |
$592K - $699K
|
80.1K
$3.06M
|