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 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-666- 7.79% |
$17.4K - $22.5K
|
7.89K
$284K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-851- 5.14% |
$22.2K - $28.8K
|
15.7K
$567K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-854- 1.41% |
$22.3K - $28.9K
|
59.8K
$2.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-890- 6.78% |
$23.2K - $30.1K
|
12.2K
$441K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-923- 48.55% |
$24.1K - $31.2K
|
978
$35.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-992- 15.91% |
$25.9K - $33.5K
|
5.24K
$189K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.03K- 0.39% |
$26.8K - $34.7K
|
260K
$9.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.2K- 44.44% |
$31.3K - $40.6K
|
1.5K
$54.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.83K- 21.29% |
$47.8K - $61.9K
|
6.76K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.16K- 12.31% |
$56.5K - $73.1K
|
15.4K
$555K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.48K- 0.71% |
$64.8K - $83.8K
|
345K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.73K- 7.64% |
$71.2K - $92.2K
|
33K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.33K- 2.68% |
$86.9K - $113K
|
121K
$4.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.4K- 18.87% |
$88.9K - $115K
|
14.6K
$527K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.63K- 6.27% |
$94.9K - $123K
|
54.3K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.69K- 28.11% |
$96.5K - $125K
|
9.45K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.68K- 37.4% |
$122K - $158K
|
7.83K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.82K- 6.2% |
$126K - $163K
|
73K
$2.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.62K- 18.72% |
$251K - $325K
|
41.8K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Exane Asset Management
|
SELL
|
- |
-251K- 19.49% |
$6.57M - $8.5M
|
1.04M
$37.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-364K- 13.71% |
$9.51M - $12.3M
|
2.29M
$82.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-432K- 98.59% |
$11.3M - $14.6M
|
6.19K
$223K
|