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 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
183MNew |
$5.45B - $6.06B
|
183M
$6.13B
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
8.42MNew |
$251M - $279M
|
8.42M
$282M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.56M+ 18.88% |
$165M - $184M
|
35M
$1.17B
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
4.1MNew |
$122M - $136M
|
4.1M
$137M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.76M+ 609.55% |
$112M - $124M
|
4.38M
$147M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.48M+ 191.68% |
$104M - $115M
|
5.3M
$177M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
3.46M+ 2927.36% |
$103M - $114M
|
3.58M
$120M
|
|
|
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 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.01M+ 44.16% |
$59.9M - $66.5M
|
6.56M
$220M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.78MNew |
$53M - $58.9M
|
1.78M
$59.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.74M+ 8.43% |
$51.9M - $57.7M
|
22.4M
$751M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.3M+ 1.02% |
$38.6M - $42.9M
|
128M
$4.28B
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.23M+ 193.51% |
$36.6M - $40.7M
|
1.87M
$62.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
1.06M+ 89.42% |
$31.6M - $35.1M
|
2.25M
$75.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.04MNew |
$30.9M - $34.3M
|
1.04M
$34.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Governors Lane LP
New York, NY |
BUY
|
- |
891KNew |
$26.5M - $29.5M
|
891K
$29.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
822K+ 13.73% |
$24.5M - $27.2M
|
6.8M
$228M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
816K+ 7.37% |
$24.3M - $27M
|
11.9M
$398M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
793KNew |
$23.6M - $26.2M
|
793K
$26.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
686KNew |
$20.4M - $22.7M
|
686K
$23M
|
|
|
Jan 24, 2025
Q4 2024
|
Haven Global Partners, LLC
Atlanta, GA |
BUY
|
- |
615KNew |
$18.3M - $20.3M
|
615K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
585K+ 31.39% |
$17.4M - $19.4M
|
2.45M
$82M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
510K+ 30.89% |
$15.2M - $16.9M
|
2.16M
$72.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
457K+ 34.31% |
$13.6M - $15.1M
|
1.79M
$59.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Arga Investment Management, LP
|
BUY
|
- |
446K+ 6.47% |
$13.3M - $14.7M
|
7.34M
$246M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
401K+ 19.99% |
$11.9M - $13.3M
|
2.4M
$80.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
394K+ 18.44% |
$11.7M - $13M
|
2.53M
$84.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
322KNew |
$9.58M - $10.6M
|
322K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
301K+ 1.87% |
$8.98M - $9.97M
|
16.4M
$551M
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
235KNew |
$7M - $7.78M
|
235K
$7.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Exane Asset Management
|
BUY
|
- |
221K+ 21.68% |
$6.59M - $7.31M
|
1.24M
$41.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
204K+ 2.98% |
$6.07M - $6.74M
|
7.04M
$236M
|
|
|
Feb 13, 2025
Q4 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
200KNew |
$5.94M - $6.6M
|
200K
$6.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
140K+ 2.56% |
$4.18M - $4.64M
|
5.63M
$188M
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
140K+ 114.54% |
$4.16M - $4.63M
|
262K
$8.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
127K+ 845.11% |
$3.8M - $4.22M
|
143K
$4.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
126K+ 0.17% |
$3.74M - $4.15M
|
73.5M
$2.46B
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
122K+ 22.87% |
$3.63M - $4.03M
|
655K
$21.9M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
97.9K+ 9.3% |
$2.92M - $3.24M
|
1.15M
$38.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
95.7K+ 0.57% |
$2.85M - $3.17M
|
16.8M
$561M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
93.9K+ 4.89% |
$2.8M - $3.11M
|
2.02M
$67.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
93.1K+ 31.84% |
$2.77M - $3.08M
|
385K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
92.2K+ 87.23% |
$2.75M - $3.05M
|
198K
$6.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
60.2KNew |
$1.79M - $1.99M
|
60.2K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
49.1K+ 11.16% |
$1.46M - $1.62M
|
489K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
47.6KNew |
$1.42M - $1.57M
|
47.6K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
46.5K+ 41.69% |
$1.38M - $1.54M
|
158K
$5.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
39.3K+ 17.85% |
$1.17M - $1.3M
|
259K
$8.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
36.4KNew |
$1.08M - $1.2M
|
36.4K
$1.22M
|