Latest Institutional Transactions on Ubs Group Ag (UBS)
This table provides information on the latest institutional transactions involving Ubs Group Ag (UBS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
10K+ 11.61% |
$376K - $411K
|
96.1K
$3.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
159K+ 3.04% |
$5.96M - $6.53M
|
5.38M
$209M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
217K+ 16.64% |
$8.15M - $8.91M
|
1.52M
$59.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-12.5K- 3.27% |
$470K - $514K
|
370K
$14.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
791+ 3.33% |
$29.7K - $32.5K
|
24.6K
$956K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-14- 11.11% |
$526 - $575
|
112
$4.36K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
284+ 3.91% |
$10.7K - $11.7K
|
7.55K
$294K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-594K- 34.64% |
$22.3M - $24.4M
|
1.12M
$43.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.79K- 3.01% |
$67.1K - $73.4K
|
57.6K
$2.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
54+ 10.29% |
$2.03K - $2.22K
|
579
$22.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.18K+ 25.0% |
$119K - $131K
|
15.9K
$618K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-62- 0.5% |
$2.33K - $2.55K
|
12.3K
$478K
|
|
|
Jan 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.91K- 3.56% |
$71.7K - $78.5K
|
51.7K
$2.01M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 14.98% |
$400K - $438K
|
81.8K
$3.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
303+ 2.03% |
$11.4K - $12.5K
|
15.2K
$592K
|
|
|
Jan 13, 2026
Q4 2025
|
Nat West Group PLC
|
BUY
|
- |
106K+ 317.63% |
$3.96M - $4.34M
|
139K
$5.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
171+ 0.49% |
$6.42K - $7.03K
|
35.2K
$1.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-333- 5.17% |
$12.5K - $13.7K
|
6.1K
$238K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.05K+ 717.01% |
$302K - $331K
|
9.18K
$357K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.83KNew |
$182K - $199K
|
4.83K
$188K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
132New |
$4.96K - $5.43K
|
132
$5.14K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.89K+ 33.85% |
$108K - $119K
|
11.4K
$444K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-6.83K- 27.63% |
$257K - $281K
|
17.9K
$696K
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-14.8K- 4.56% |
$556K - $608K
|
310K
$12M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-3.36K- 5.8% |
$126K - $138K
|
54.6K
$2.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45+ 22.96% |
$1.69K - $1.85K
|
241
$9.38K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
4.92KNew |
$185K - $202K
|
4.92K
$192K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-1.41K- 11.83% |
$52.8K - $57.7K
|
10.5K
$408K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.57K+ 23.62% |
$96.4K - $105K
|
13.4K
$523K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
186+ 1.35% |
$6.99K - $7.64K
|
14K
$544K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
6.94KNew |
$261K - $285K
|
6.94K
$270K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.49K+ 1.41% |
$131K - $144K
|
252K
$9.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
609+ 6.54% |
$22.9K - $25K
|
9.92K
$386K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 8.9% |
$406K - $444K
|
132K
$5.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.85K+ 17.11% |
$107K - $117K
|
19.5K
$759K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
92New |
$3.46K - $3.78K
|
92
$3.58K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
14.9K+ 48.12% |
$559K - $612K
|
45.8K
$1.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.65K+ 9.96% |
$61.9K - $67.8K
|
18.2K
$709K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-155- 26.54% |
$5.82K - $6.37K
|
429
$16.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
777+ 11.42% |
$29.2K - $31.9K
|
7.58K
$295K
|
|
|
Jan 08, 2026
Q4 2025
|
Crocodile Capital Partners Gmb H
Ursensollen, 2M |
BUY
|
- |
60K+ 5.94% |
$2.25M - $2.47M
|
1.07M
$41.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-297- 5.65% |
$11.2K - $12.2K
|
4.96K
$193K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.19K+ 25.09% |
$120K - $131K
|
15.9K
$619K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
195+ 4.56% |
$7.32K - $8.01K
|
4.47K
$174K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-9- 3.69% |
$338 - $370
|
235
$9.15K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
146New |
$5.48K - $6K
|
146
$5.68K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-65- 0.4% |
$2.44K - $2.67K
|
16.1K
$628K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-94- 1.66% |
$3.53K - $3.86K
|
5.56K
$216K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.57K+ 64.54% |
$247K - $270K
|
16.8K
$652K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-1.86K- 2.68% |
$69.7K - $76.3K
|
67.5K
$2.63M
|
|