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
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.97K- 5.72% |
$181K - $214K
|
98.5K
$3.76M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.51K- 11.19% |
$197K - $233K
|
51.7K
$1.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.75K- 7.08% |
$204K - $242K
|
88.6K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.12K- 15.16% |
$215K - $255K
|
39.8K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.33K- 12.48% |
$222K - $262K
|
51.4K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-8K- 19.32% |
$242K - $286K
|
33.4K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.1K- 7.11% |
$245K - $290K
|
106K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-8.11K- 38.39% |
$246K - $290K
|
13K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.74K- 43.09% |
$265K - $313K
|
11.5K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.77K- 17.3% |
$296K - $350K
|
46.7K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.9K- 28.95% |
$300K - $354K
|
24.3K
$928K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-10K- 98.5% |
$303K - $358K
|
152
$5.81K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-10.3K- 31.84% |
$312K - $369K
|
22.1K
$844K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.9K- 85.11% |
$329K - $389K
|
1.9K
$72.6K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-11K- 3.76% |
$332K - $392K
|
281K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-11.9K- 20.63% |
$359K - $424K
|
45.6K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-12.3K- 11.11% |
$371K - $439K
|
98.1K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.4K- 31.52% |
$377K - $445K
|
27K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-13.8K- 61.13% |
$418K - $494K
|
8.78K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-15.4K- 7.72% |
$466K - $551K
|
184K
$7.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-16.9K- 31.08% |
$512K - $606K
|
37.5K
$1.43M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.9K- 94.7% |
$632K - $746K
|
1.17K
$44.6K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-22.9K- 4.17% |
$692K - $818K
|
526K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-24.1K- 13.2% |
$729K - $861K
|
158K
$6.05M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-24.3K- 22.61% |
$736K - $870K
|
83.2K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-24.8K- 96.74% |
$750K - $886K
|
836
$31.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-25.3K- 5.45% |
$765K - $904K
|
439K
$16.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-25.5K- 12.34% |
$773K - $913K
|
181K
$6.93M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-26.3K- 0.52% |
$798K - $943K
|
5.07M
$194M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.8K- 1.25% |
$812K - $960K
|
2.12M
$81.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27.2K- 20.06% |
$825K - $974K
|
109K
$4.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Haven Global Partners, LLC
Atlanta, GA |
SELL
|
- |
-30.3K- 4.93% |
$917K - $1.08M
|
585K
$22.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31K- 58.09% |
$939K - $1.11M
|
22.4K
$855K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-31.3K- 60.18% |
$946K - $1.12M
|
20.7K
$790K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-31.3K- 77.8% |
$947K - $1.12M
|
8.93K
$341K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-42.9K- 17.7% |
$1.3M - $1.54M
|
200K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-43.5K- 7.76% |
$1.32M - $1.56M
|
517K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-44.2K- 11.46% |
$1.34M - $1.58M
|
341K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-44.4K- 29.41% |
$1.34M - $1.59M
|
106K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-46.7K- 5.46% |
$1.41M - $1.67M
|
808K
$30.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-52K- 8.82% |
$1.57M - $1.86M
|
538K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-60.5K- 3.7% |
$1.83M - $2.17M
|
1.57M
$60.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-70.1K- 25.28% |
$2.12M - $2.51M
|
207K
$7.92M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-75.4K- 81.65% |
$2.28M - $2.7M
|
17K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-76.9K- 9.42% |
$2.33M - $2.75M
|
740K
$28.3M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-82.8K- 92.55% |
$2.51M - $2.96M
|
6.67K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-97.5K- 59.09% |
$2.95M - $3.49M
|
67.5K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-105K- 2.48% |
$3.18M - $3.76M
|
4.13M
$158M
|
|
|
Apr 30, 2025
Q1 2025
|
Arga Investment Management, LP
|
SELL
|
- |
-117K- 1.6% |
$3.55M - $4.2M
|
7.22M
$276M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
SELL
|
- |
-174K- 4.41% |
$5.28M - $6.24M
|
3.78M
$144M
|