Institutional shares held 1.47 Billion
16.7M calls
26.8M puts
Total value of holdings $44.5B
$505M calls
$812M puts
Market Cap $96.4B
3,182,350,080 Shares Out.
Institutional ownership 46.13%
# of Institutions 661


Latest Institutional Activity in UBS

Top Purchases

Q1 2025
Vontobel Holding Ltd. Shares Held: 17.1M ($519M)
Q1 2025
Crocodile Capital Partners Gmb H Shares Held: 570K ($17.3M)
Q1 2025
Compagnie Lombard Odier S Cm A Shares Held: 4.69M ($142M)
Q1 2025
Value Partners Investments Inc. Shares Held: 261K ($7.9M)
Q1 2025
Wcm Investment Management, LLC Shares Held: 5.3M ($161M)

Top Sells

Q1 2025
Qrg Capital Management, Inc. Shares Held: 207K ($6.28M)
Q1 2025
Zhang Financial LLC Shares Held: 8.93K ($270K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 22.4K ($678K)
Q1 2025
Haven Global Partners, LLC Shares Held: 585K ($17.7M)
Q1 2025
Ritholtz Wealth Management Shares Held: 181K ($5.49M)

About UBS

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions to ultra high net worth and high net worth clients. This segment also provides estate and wealth planning, investing, philanthropy, corporate and banking, and family advisory services, as well as mortgage, securities-based, and structured lending solutions. The Personal & Corporate Banking division provides personal banking products and services, such as deposits, cards, and online and mobile banking, as well as lending, investments, and retirement services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, trade and export finance, and global custody solutions, as well as transaction banking solutions for payment and cash management. The Asset Management division offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. The Investment Bank division advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage their risks and liquidity; and offers clients differentiated content on major financial markets and securities. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is based in Zurich, Switzerland.


Insider Transactions at UBS

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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W - Acquisition or disposition by will or laws×
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