Institutional Ownership Ubs Ag (UCIB)
This table provides information about the institutional ownership of Ubs Ag (UCIB). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 479,667 shares, which have been reported (via 13F filing form) to have a value of $12.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
154,692
shares
|
$4.09 Million
1.23% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
148,269
shares
|
$3.92 Million
0.0% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
113,813
shares
|
$3.01 Million
1.78% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
16,538
shares
|
$437,264
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,086
shares
|
$345,993
0.0% of portfolio
|
Q2 2025
Reduced 44.53%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
10,270
shares
|
$271,538
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,270
shares
|
$271,538
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
7,953
shares
|
$210,277
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,948
shares
|
$51,505
0.08% of portfolio
|
Q2 2022
Reduced 20.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,885
shares
|
$49,839
0.0% of portfolio
|
Q4 2021
Added 17.81%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
661
shares
|
$17,476
0.0% of portfolio
|
Q1 2022
Reduced 51.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
180
shares
|
$4,759
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
102
shares
|
$2,696
0.0% of portfolio
|
Q2 2025
Reduced 35.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|