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
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-689- 5.93% |
$20.9K - $24.7K
|
10.9K
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-743- 3.36% |
$22.5K - $26.6K
|
21.4K
$817K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-750- 2.04% |
$22.7K - $26.8K
|
36.1K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-750- 4.26% |
$22.7K - $26.8K
|
16.9K
$645K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-765- 2.71% |
$23.2K - $27.4K
|
27.5K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-768- 3.6% |
$23.3K - $27.5K
|
20.5K
$785K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-774- 8.0% |
$23.4K - $27.7K
|
8.9K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-865- 2.32% |
$26.2K - $30.9K
|
36.4K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-868- 5.51% |
$26.3K - $31.1K
|
14.9K
$569K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-900- 2.26% |
$27.3K - $32.2K
|
39K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-924Closed |
$28K - $33.1K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-924- 10.1% |
$28K - $33.1K
|
8.22K
$314K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-935- 1.19% |
$28.3K - $33.5K
|
77.8K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-990- 2.65% |
$30K - $35.4K
|
36.4K
$1.39M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1K- 13.16% |
$30.3K - $35.8K
|
6.6K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.06K- 1.41% |
$32.2K - $38.1K
|
74.1K
$2.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.09K- 5.71% |
$33.1K - $39.1K
|
18K
$689K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.12K- 29.0% |
$34K - $40.2K
|
2.75K
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 4.2% |
$34.1K - $40.3K
|
25.7K
$982K
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-1.25K- 0.34% |
$37.9K - $44.7K
|
371K
$14.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.26K- 12.34% |
$38.2K - $45.1K
|
8.95K
$342K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.33K- 14.19% |
$40.3K - $47.7K
|
8.05K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.5K- 11.62% |
$45.5K - $53.7K
|
11.4K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-1.51K- 5.25% |
$45.8K - $54.1K
|
27.3K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58KClosed |
$47.8K - $56.5K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.64K- 2.96% |
$49.7K - $58.7K
|
53.8K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.78K- 19.93% |
$54K - $63.8K
|
7.16K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.84K- 6.91% |
$55.8K - $65.9K
|
24.8K
$948K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.95K- 12.69% |
$58.9K - $69.6K
|
13.4K
$512K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.08K- 23.4% |
$62.9K - $74.3K
|
6.8K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.29K- 5.69% |
$69.3K - $81.8K
|
37.9K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.49K- 17.42% |
$75.4K - $89.1K
|
11.8K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.57K- 3.9% |
$77.9K - $92K
|
63.3K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.7K- 15.93% |
$81.8K - $96.6K
|
14.3K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.9K- 9.44% |
$87.8K - $104K
|
27.8K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.93K- 3.72% |
$88.7K - $105K
|
75.9K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.06K- 4.45% |
$92.6K - $109K
|
65.6K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-3.08K- 15.85% |
$93.4K - $110K
|
16.4K
$626K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.11K- 20.11% |
$94.1K - $111K
|
12.3K
$472K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.13K- 12.09% |
$94.8K - $112K
|
22.8K
$869K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3.91K- 29.07% |
$118K - $140K
|
9.53K
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.07K- 50.0% |
$123K - $146K
|
4.07K
$156K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.34K- 10.61% |
$131K - $155K
|
36.5K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.53K- 3.69% |
$137K - $162K
|
118K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.61K- 0.94% |
$139K - $165K
|
485K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.93K- 0.95% |
$149K - $176K
|
512K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.08K- 20.43% |
$154K - $182K
|
19.8K
$756K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.44K- 12.71% |
$165K - $194K
|
37.3K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.56K- 36.78% |
$168K - $199K
|
9.56K
$365K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.68K- 24.43% |
$172K - $203K
|
17.6K
$671K
|