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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.03K+ 6.47% |
$31.2K - $36.9K
|
17K
$648K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.01K+ 19.33% |
$30.6K - $36.1K
|
6.24K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.01K+ 5.74% |
$30.5K - $36.1K
|
18.6K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.01K+ 959.05% |
$30.5K - $36K
|
1.11K
$42.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 33.56% |
$30.4K - $35.9K
|
3.99K
$153K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
998+ 4.01% |
$30.2K - $35.7K
|
25.9K
$989K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
949+ 2.73% |
$28.7K - $34K
|
35.7K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
948+ 1.38% |
$28.7K - $33.9K
|
69.8K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
936+ 0.65% |
$28.3K - $33.5K
|
145K
$5.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
924New |
$28K - $33.1K
|
924
$35.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
860+ 11.15% |
$26K - $30.8K
|
8.57K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
827New |
$25K - $29.6K
|
827
$31.6K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
822+ 7.31% |
$24.9K - $29.4K
|
12.1K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
745+ 5.96% |
$22.6K - $26.7K
|
13.2K
$506K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
736+ 9.37% |
$22.3K - $26.3K
|
8.59K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
708+ 18.58% |
$21.4K - $25.3K
|
4.52K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
677+ 9.49% |
$20.5K - $24.2K
|
7.81K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
633+ 0.03% |
$19.2K - $22.6K
|
2.04M
$78.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
602+ 5.06% |
$18.2K - $21.5K
|
12.5K
$478K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
576+ 2.76% |
$17.4K - $20.6K
|
21.5K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
562+ 0.77% |
$17K - $20.1K
|
73.9K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
559+ 5.49% |
$16.9K - $20K
|
10.7K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
543+ 4.87% |
$16.4K - $19.4K
|
11.7K
$446K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
537+ 3.35% |
$16.3K - $19.2K
|
16.6K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
536+ 2.89% |
$16.2K - $19.2K
|
19.1K
$728K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
533+ 7.3% |
$16.1K - $19.1K
|
7.83K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
527+ 24.6% |
$16K - $18.9K
|
2.67K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
517+ 1.94% |
$15.7K - $18.5K
|
27.1K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
501+ 3.81% |
$15.2K - $17.9K
|
13.7K
$522K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
482+ 11.04% |
$14.6K - $17.2K
|
4.85K
$185K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
471+ 104.43% |
$14.3K - $16.9K
|
922
$35.2K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
466New |
$14.1K - $16.7K
|
466
$17.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
461+ 45.87% |
$14K - $16.5K
|
1.47K
$56K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
458+ 4.39% |
$13.9K - $16.4K
|
10.9K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
456+ 6.65% |
$13.8K - $16.3K
|
7.31K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
433+ 2.91% |
$13.1K - $15.5K
|
15.3K
$585K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
423+ 18.97% |
$12.8K - $15.1K
|
2.65K
$101K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400+ 44.44% |
$12.1K - $14.3K
|
1.3K
$49.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
390+ 28.87% |
$11.8K - $14K
|
1.74K
$66.5K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
386+ 0.27% |
$11.7K - $13.8K
|
145K
$5.55M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
380+ 3.18% |
$11.5K - $13.6K
|
12.3K
$470K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
378New |
$11.4K - $13.5K
|
378
$14.4K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
367+ 3.05% |
$11.1K - $13.1K
|
12.4K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
358+ 1.74% |
$10.8K - $12.8K
|
20.9K
$799K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
345+ 4.43% |
$10.4K - $12.3K
|
8.14K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
335+ 9.03% |
$10.1K - $12K
|
4.05K
$155K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
332+ 1509.09% |
$10.1K - $11.9K
|
354
$13.5K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
313+ 391.25% |
$9.48K - $11.2K
|
393
$15K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
307+ 164.17% |
$9.3K - $11K
|
494
$18.9K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
299+ 29900.0% |
$9.05K - $10.7K
|
300
$11.5K
|