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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-26- 9.96% |
$878 - $1.1K
|
235
$9.15K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.2K+ 39.09% |
$378K - $474K
|
39.8K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-39.1K- 20.78% |
$1.32M - $1.66M
|
149K
$5.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.4KNew |
$1.33M - $1.67M
|
39.4K
$1.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
31.3K+ 10.35% |
$1.06M - $1.33M
|
334K
$13M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
22New |
$743 - $932
|
22
$856
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-600- 9.69% |
$20.3K - $25.4K
|
5.59K
$218K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.96K- 58.15% |
$302K - $380K
|
6.45K
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.15K+ 10.5% |
$72.6K - $91.2K
|
22.6K
$881K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-29- 2.97% |
$979 - $1.23K
|
949
$36.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 10.16% |
$34.8K - $43.7K
|
11.2K
$435K
|
|
|
Oct 27, 2025
Q3 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-7.01K- 1.88% |
$237K - $297K
|
366K
$14.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
48+ 0.09% |
$1.62K - $2.03K
|
56.4K
$2.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.37K+ 51.02% |
$215K - $270K
|
18.8K
$733K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-156- 35.7% |
$5.27K - $6.61K
|
281
$10.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.23KNew |
$176K - $221K
|
5.23K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
174+ 348.0% |
$5.88K - $7.37K
|
224
$8.72K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.27K+ 34.65% |
$111K - $139K
|
12.7K
$495K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 8.08% |
$36.6K - $46K
|
12.3K
$480K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13K- 67.06% |
$438K - $549K
|
6.37K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.04K+ 10.43% |
$35K - $43.9K
|
11K
$427K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.7K+ 6.74% |
$91.2K - $114K
|
42.8K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.32K- 16.58% |
$213K - $268K
|
31.8K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24+ 0.24% |
$810 - $1.02K
|
9.93K
$386K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
219+ 0.45% |
$7.4K - $9.28K
|
48.9K
$1.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.54K- 4.24% |
$85.7K - $108K
|
57.3K
$2.23M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13New |
$439 - $551
|
13
$506
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.03K+ 6.16% |
$68.6K - $86K
|
35K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 26.13% |
$63.1K - $79.2K
|
5.28K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
72+ 0.55% |
$2.43K - $3.05K
|
13.1K
$511K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.64K- 1.58% |
$89.1K - $112K
|
165K
$6.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
270K+ 26.08% |
$9.1M - $11.4M
|
1.3M
$50.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
381K+ 19.45% |
$12.9M - $16.1M
|
2.34M
$91M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
50.9K+ 144.83% |
$1.72M - $2.16M
|
86.1K
$3.35M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-16- 11.27% |
$540 - $678
|
126
$4.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
5.76KNew |
$194K - $244K
|
5.76K
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
13.8K+ 1.6% |
$465K - $584K
|
873K
$34M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
650+ 3.48% |
$22K - $27.5K
|
19.3K
$751K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-780- 13.1% |
$26.3K - $33.1K
|
5.18K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.35K+ 7.33% |
$181K - $227K
|
78.3K
$3.05M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 0.38% |
$844 - $1.06K
|
6.47K
$252K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
691+ 14.11% |
$23.3K - $29.3K
|
5.59K
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
188New |
$6.35K - $7.97K
|
188
$7.32K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.36K+ 14.0% |
$45.8K - $57.5K
|
11.1K
$430K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
49+ 0.32% |
$1.65K - $2.08K
|
15.3K
$595K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
79+ 0.55% |
$2.67K - $3.35K
|
14.4K
$560K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
120+ 0.84% |
$4.05K - $5.09K
|
14.3K
$558K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
254New |
$8.58K - $10.8K
|
254
$9.89K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.08K+ 2566.67% |
$36.4K - $45.7K
|
1.12K
$43.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.12KNew |
$37.9K - $47.6K
|
1.12K
$43.7K
|
|