Purchases and Sales Made in Q2 2025 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
689K+ 14.7% |
$18M - $23.3M
|
5.38M
$194M
|
|
|
Jul 09, 2025
Q2 2025
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
425K+ 74.56% |
$11.1M - $14.4M
|
995K
$35.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
211K+ 25.68% |
$5.52M - $7.14M
|
1.03M
$37.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
42.8KNew |
$1.12M - $1.45M
|
42.8K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
30K+ 5.04% |
$784K - $1.01M
|
625K
$22.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
26.2K+ 293.05% |
$685K - $887K
|
35.2K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
19.9KNew |
$519K - $672K
|
19.9K
$716K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
15K+ 7.42% |
$393K - $509K
|
218K
$7.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
12.2K+ 141.99% |
$318K - $412K
|
20.7K
$748K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 417.23% |
$289K - $374K
|
13.7K
$495K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.44KNew |
$168K - $218K
|
6.44K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.16KNew |
$161K - $208K
|
6.16K
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.91K+ 25.53% |
$102K - $132K
|
19.2K
$693K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.8K+ 10.8% |
$47.1K - $60.9K
|
18.5K
$666K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.8K+ 4.13% |
$47K - $60.9K
|
45.5K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.54K+ 73.13% |
$40.3K - $52.2K
|
3.65K
$132K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.05K+ 2.69% |
$27.4K - $35.5K
|
40.1K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
975+ 5.51% |
$25.5K - $33K
|
18.7K
$673K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
963+ 2.64% |
$25.2K - $32.6K
|
37.4K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
919+ 1.71% |
$24K - $31.1K
|
54.7K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
836New |
$21.8K - $28.3K
|
836
$30.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
831+ 2.19% |
$21.7K - $28.1K
|
38.7K
$1.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
706+ 4.31% |
$18.4K - $23.9K
|
17.1K
$616K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
639+ 4.68% |
$16.7K - $21.6K
|
14.3K
$515K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
544+ 7.51% |
$14.2K - $18.4K
|
7.79K
$281K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
394+ 4.1% |
$10.3K - $13.3K
|
9.99K
$360K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
146+ 1.61% |
$3.81K - $4.94K
|
9.24K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
134+ 285.11% |
$3.5K - $4.53K
|
181
$6.52K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75+ 125.0% |
$1.96K - $2.54K
|
135
$4.87K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
74+ 20.39% |
$1.93K - $2.5K
|
437
$15.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
64+ 110.34% |
$1.67K - $2.16K
|
122
$4.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
42+ 0.34% |
$1.1K - $1.42K
|
12.6K
$453K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38New |
$993 - $1.29K
|
38
$1.37K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
26+ 11.06% |
$679 - $879
|
261
$9.41K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 12.5% |
$653 - $846
|
225
$8.11K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 0.23% |
$392 - $507
|
6.61K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14+ 1.67% |
$366 - $473
|
850
$30.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 2.7% |
$78.4 - $101
|
114
$4.11K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-5- 2.38% |
$131 - $169
|
205
$7.39K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-35- 0.07% |
$914 - $1.18K
|
48.7K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-46- 3.91% |
$1.2K - $1.56K
|
1.13K
$40.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-93- 3.38% |
$2.43K - $3.15K
|
2.66K
$95.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-254- 41.03% |
$6.63K - $8.59K
|
365
$13.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-300- 51.11% |
$7.84K - $10.1K
|
287
$10.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-328- 2.13% |
$8.57K - $11.1K
|
15.1K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-384- 5.58% |
$10K - $13K
|
6.49K
$234K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-465- 11.49% |
$12.1K - $15.7K
|
3.58K
$129K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 9.8% |
$13.1K - $16.9K
|
4.6K
$166K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-526- 5.66% |
$13.7K - $17.8K
|
8.77K
$316K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-529- 57.25% |
$13.8K - $17.9K
|
395
$14.2K
|