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 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
5.58KNew |
$169K - $200K
|
5.58K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
5.34K+ 42.17% |
$162K - $191K
|
18K
$688K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.26K+ 1.9% |
$159K - $188K
|
282K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.08K+ 0.88% |
$154K - $182K
|
579K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5K+ 4.63% |
$151K - $179K
|
113K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.98K+ 8.48% |
$151K - $178K
|
63.8K
$2.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.83K+ 13.04% |
$146K - $173K
|
41.9K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.62K+ 43.53% |
$140K - $165K
|
15.2K
$582K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.31K+ 6.17% |
$130K - $154K
|
74.1K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
4.15K+ 3.91% |
$126K - $148K
|
110K
$4.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.07K+ 100.0% |
$123K - $146K
|
8.14K
$311K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.97K+ 10.29% |
$120K - $142K
|
42.6K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.71K+ 10.22% |
$112K - $133K
|
40K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.62K+ 16.29% |
$110K - $130K
|
25.9K
$988K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.54K+ 24.98% |
$107K - $127K
|
17.7K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.38K+ 29.97% |
$102K - $121K
|
14.6K
$559K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.29KNew |
$99.7K - $118K
|
3.29K
$126K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.27K+ 8.09% |
$99K - $117K
|
43.7K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Nat West Group PLC
|
BUY
|
- |
3.11K+ 1.57% |
$94.1K - $111K
|
201K
$7.68M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.08K+ 44.81% |
$93.4K - $110K
|
9.97K
$381K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.07K+ 25.61% |
$93.1K - $110K
|
15.1K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.8K+ 28.91% |
$84.7K - $100K
|
12.5K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.71K+ 6.75% |
$82K - $96.9K
|
42.8K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.69KNew |
$81.5K - $96.2K
|
2.69K
$103K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.61K+ 47.14% |
$78.9K - $93.2K
|
8.13K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.6K+ 2627.27% |
$78.8K - $93.1K
|
2.7K
$103K
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.6K+ 23.88% |
$78.7K - $93K
|
13.5K
$515K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.35K+ 8.29% |
$71.3K - $84.2K
|
30.8K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 6.5% |
$68.9K - $81.4K
|
37.3K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.24K+ 8.0% |
$67.7K - $80K
|
30.2K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.18K+ 33.47% |
$66K - $78K
|
8.69K
$332K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.11KNew |
$63.9K - $75.5K
|
2.11K
$80.6K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.96K+ 0.56% |
$59.4K - $70.2K
|
355K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 14.48% |
$57.3K - $67.7K
|
14.9K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.88K+ 17.68% |
$56.8K - $67.2K
|
12.5K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.8K+ 7.64% |
$54.4K - $64.3K
|
25.3K
$966K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.78K+ 3.75% |
$53.8K - $63.6K
|
49.2K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.71K+ 14.98% |
$51.6K - $61K
|
13.1K
$500K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.61K+ 0.8% |
$48.7K - $57.6K
|
203K
$7.74M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5KNew |
$45.3K - $53.6K
|
1.5K
$57.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 3.1% |
$44.6K - $52.7K
|
49.1K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.47K+ 18.37% |
$44.4K - $52.4K
|
9.44K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.43K+ 11.71% |
$43.2K - $51.1K
|
13.6K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.38K+ 14.39% |
$41.8K - $49.4K
|
11K
$419K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.27K+ 3.13% |
$38.4K - $45.3K
|
41.8K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.22KNew |
$36.9K - $43.6K
|
1.22K
$46.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.18K+ 16.08% |
$35.8K - $42.3K
|
8.53K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.11K+ 183.64% |
$33.6K - $39.8K
|
1.72K
$65.6K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.08K+ 1.5% |
$32.6K - $38.6K
|
72.8K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.06K+ 13.97% |
$32.2K - $38K
|
8.67K
$331K
|