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 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
|
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
|
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
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 16.54% |
$76.7K - $96.2K
|
16K
$622K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-12K- 20.82% |
$406K - $509K
|
45.7K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-725- 1.14% |
$24.5K - $30.7K
|
62.7K
$2.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300+ 133.33% |
$10.1K - $12.7K
|
525
$20.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.23K- 4.75% |
$41.7K - $52.3K
|
24.7K
$962K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-504- 6.51% |
$17K - $21.4K
|
7.24K
$282K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.1K+ 32.55% |
$70.7K - $88.8K
|
8.53K
$332K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.48K+ 11.95% |
$83.7K - $105K
|
23.2K
$904K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-7.33K- 32.98% |
$248K - $311K
|
14.9K
$580K
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1.02K- 1.86% |
$34.3K - $43.1K
|
53.7K
$2.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-122K- 23.98% |
$4.11M - $5.16M
|
386K
$15M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
979+ 5.24% |
$33.1K - $41.5K
|
19.6K
$765K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.5KNew |
$220K - $275K
|
6.5K
$253K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-134- 74.03% |
$4.53K - $5.68K
|
47
$1.83K
|
|
|
Oct 08, 2025
Q3 2025
|
Nat West Group PLC
|
SELL
|
- |
-59.6K- 64.2% |
$2.01M - $2.52M
|
33.2K
$1.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-17.1K- 40.0% |
$578K - $725K
|
25.7K
$998K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
46New |
$1.55K - $1.95K
|
46
$1.79K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-179- 62.37% |
$6.04K - $7.59K
|
108
$4.2K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-1.1K- 9.43% |
$37.1K - $46.6K
|
10.6K
$411K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
450+ 52.94% |
$15.2K - $19.1K
|
1.3K
$50.6K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.9K- 0.29% |
$573K - $742K
|
7.55M
$294M
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
160+ 53.33% |
$4.18K - $5.41K
|
460
$17.9K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
300+ 0.96% |
$7.84K - $10.1K
|
31.6K
$1.23M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-81- 5.41% |
$2.12K - $2.74K
|
1.42K
$55.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-260- 1.32% |
$6.79K - $8.79K
|
19.5K
$758K
|
|
|
Aug 14, 2025
Q2 2025
|
Nekton Capital Ltd.
London, X0 |
BUY
|
- |
77.5KNew |
$2.02M - $2.62M
|
77.5K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.45M- 28.65% |
$37.9M - $49.1M
|
3.61M
$141M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-5.91K- 30.47% |
$154K - $200K
|
13.5K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
35.1K+ 55.59% |
$916K - $1.19M
|
98.2K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.98KNew |
$156K - $202K
|
5.98K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
23.9K+ 7.34% |
$623K - $807K
|
349K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-225- 0.97% |
$5.88K - $7.61K
|
23K
$897K
|
|