Institutional Ownership Ubs Ag (UCIB)
This table provides information about the institutional ownership of Ubs Ag (UCIB). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 455,702 shares, which have been reported (via 13F filing form) to have a value of $12.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
122,979
shares
|
$3.32 Million
0.98% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
113,783
shares
|
$3.07 Million
1.57% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
112,833
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
26,363
shares
|
$711,273
0.0% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
24,120
shares
|
$650,757
0.0% of portfolio
|
Q3 2024
Reduced 36.79%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
16,538
shares
|
$446,195
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
13,800
shares
|
$372,324
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,270
shares
|
$277,084
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
10,270
shares
|
$277,084
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,948
shares
|
$52,557
0.08% of portfolio
|
Q2 2022
Reduced 20.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,885
shares
|
$50,857
0.0% of portfolio
|
Q4 2021
Added 17.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
661
shares
|
$17,833
0.0% of portfolio
|
Q1 2022
Reduced 51.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
180
shares
|
$4,856
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
72
shares
|
$1,942
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|