Purchases and Sales Made in Q4 2024 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.26M+ 422.44% |
$97.2M - $108M
|
4.04M
$135M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.04MNew |
$30.9M - $34.3M
|
1.04M
$34.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Haven Global Partners, LLC
Atlanta, GA |
BUY
|
- |
615KNew |
$18.3M - $20.3M
|
615K
$20.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
582K+ 16.44% |
$17.3M - $19.2M
|
4.12M
$138M
|
|
|
Jan 27, 2025
Q4 2024
|
Arga Investment Management, LP
|
BUY
|
- |
446K+ 6.47% |
$13.3M - $14.7M
|
7.34M
$245M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
301K+ 1.87% |
$8.98M - $9.97M
|
16.4M
$549M
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
235KNew |
$7M - $7.78M
|
235K
$7.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Exane Asset Management
|
BUY
|
- |
221K+ 21.68% |
$6.59M - $7.31M
|
1.24M
$41.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
127K+ 845.11% |
$3.8M - $4.22M
|
143K
$4.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
122K+ 22.87% |
$3.63M - $4.03M
|
655K
$21.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
92.2K+ 87.23% |
$2.75M - $3.05M
|
198K
$6.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
60.2KNew |
$1.79M - $1.99M
|
60.2K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
46.5K+ 41.69% |
$1.38M - $1.54M
|
158K
$5.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
39.3K+ 17.85% |
$1.17M - $1.3M
|
259K
$8.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
36K+ 15.09% |
$1.07M - $1.19M
|
275K
$9.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
29.4K+ 16.55% |
$875K - $971K
|
207K
$6.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
19.7K+ 20.97% |
$588K - $653K
|
114K
$3.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
15.7KNew |
$468K - $519K
|
15.7K
$524K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
15.4K+ 1.7% |
$459K - $510K
|
921K
$30.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$426K - $473K
|
14.3K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
13.8K+ 14.03% |
$410K - $456K
|
112K
$3.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.1KNew |
$389K - $432K
|
13.1K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.9K+ 142.44% |
$385K - $428K
|
22K
$735K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
11.7KNew |
$347K - $386K
|
11.7K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.6K+ 30.5% |
$347K - $385K
|
49.8K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Systrade Ag
Vaduz, N2 |
BUY
|
- |
10K+ 2.06% |
$298K - $331K
|
495K
$16.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.18KNew |
$214K - $238K
|
7.18K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.04KNew |
$210K - $233K
|
7.04K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.03KNew |
$209K - $233K
|
7.03K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.88KNew |
$205K - $228K
|
6.88K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.78KNew |
$202K - $224K
|
6.78K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.67K+ 22.55% |
$199K - $221K
|
36.3K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.64K+ 21.72% |
$198K - $220K
|
37.2K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.58K+ 98.86% |
$196K - $218K
|
13.2K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.51KNew |
$194K - $215K
|
6.51K
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.27K+ 184.22% |
$187K - $207K
|
9.67K
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.99K+ 19.3% |
$179K - $198K
|
37.1K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5.97K+ 13.0% |
$178K - $198K
|
51.9K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
5.57K+ 16.08% |
$166K - $184K
|
40.2K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.39K+ 5.44% |
$161K - $178K
|
104K
$3.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.08KNew |
$151K - $168K
|
5.08K
$169K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.91K+ 12.98% |
$146K - $162K
|
42.8K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.68K+ 49.31% |
$139K - $155K
|
14.2K
$473K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.22K+ 4.09% |
$126K - $140K
|
107K
$3.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.07KNew |
$121K - $135K
|
4.07K
$136K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.01K+ 1.57% |
$119K - $133K
|
260K
$8.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.74K+ 11.15% |
$111K - $124K
|
37.3K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
3.42K+ 34.3% |
$102K - $113K
|
13.4K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.39K+ 0.5% |
$101K - $112K
|
678K
$22.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.9K+ 7.73% |
$86.3K - $95.9K
|
40.4K
$1.35M
|