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 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
|
Massmutual Trust CO Fsb
|
BUY
|
- |
410+ 7.82% |
$13.8K - $17.4K
|
5.65K
$220K
|
|
|
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
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
584New |
$19.7K - $24.7K
|
584
$22.7K
|
|
|
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
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.22% |
$1.01K - $1.27K
|
13.8K
$537K
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-564- 7.2% |
$19K - $23.9K
|
7.27K
$283K
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
69.3KNew |
$2.34M - $2.94M
|
69.3K
$2.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
40+ 0.59% |
$1.35K - $1.7K
|
6.8K
$265K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
199New |
$6.72K - $8.43K
|
199
$7.75K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
5.69KNew |
$192K - $241K
|
5.69K
$222K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.43K+ 33.88% |
$319K - $400K
|
37.3K
$1.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-45- 26.32% |
$1.52K - $1.91K
|
126
$4.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.39KNew |
$250K - $313K
|
7.39K
$288K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.45K+ 6.49% |
$48.9K - $61.4K
|
23.8K
$926K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
7.11K+ 8.2% |
$240K - $301K
|
93.9K
$3.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.62K+ 17.53% |
$54.7K - $68.7K
|
10.9K
$423K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.8K+ 0.09% |
$398K - $499K
|
13.8M
$538M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
PUT |
-70K- 24.56% |
$2.36M - $2.97M
|
215K
$8.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
160+ 1.61% |
$5.4K - $6.78K
|
10.1K
$393K
|
|
|
Oct 15, 2025
Q3 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-19.8K- 7.61% |
$667K - $838K
|
240K
$9.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
366+ 75.15% |
$12.4K - $15.5K
|
853
$33.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.94KNew |
$201K - $252K
|
5.94K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-300- 2.45% |
$10.1K - $12.7K
|
11.9K
$465K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 2.47% |
$304 - $381
|
374
$14.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.19K+ 33.4% |
$74.1K - $92.9K
|
8.76K
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.22KNew |
$210K - $264K
|
6.22K
$242K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-25.4K- 30.47% |
$858K - $1.08M
|
58K
$2.26M
|
|