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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.56M+ 18.88% |
$165M - $184M
|
35M
$1B
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-182- 49.86% |
$5.42K - $6.02K
|
183
$5.24K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-165- 0.12% |
$4.91K - $5.46K
|
136K
$3.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-5.77K- 1.53% |
$172K - $191K
|
372K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15K+ 6521.74% |
$447K - $496K
|
15.2K
$436K
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.45M- 6.54% |
$43.1M - $47.9M
|
20.7M
$593M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.01M+ 44.16% |
$59.9M - $66.5M
|
6.56M
$188M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
PUT |
-3.3K- 0.19% |
$98.3K - $109K
|
1.75M
$50M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
11.9KNew |
$355K - $395K
|
11.9K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
58New |
$1.73K - $1.92K
|
58
$1.66K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
457K+ 34.31% |
$13.6M - $15.1M
|
1.79M
$51.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-31.3K- 22.12% |
$933K - $1.04M
|
110K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
349+ 4.79% |
$10.4K - $11.5K
|
7.63K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-19.6K- 11.97% |
$584K - $648K
|
144K
$4.13M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
49.1K+ 11.16% |
$1.46M - $1.62M
|
489K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-787K- 5.74% |
$23.4M - $26M
|
12.9M
$370M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-6.64K- 5.49% |
$198K - $220K
|
114K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-17.3K- 3.06% |
$515K - $573K
|
548K
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-126K- 17.94% |
$3.74M - $4.15M
|
574K
$16.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
241+ 3.17% |
$7.18K - $7.97K
|
7.84K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
3.46M+ 2927.36% |
$103M - $114M
|
3.58M
$103M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
36.4KNew |
$1.08M - $1.2M
|
36.4K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.79KNew |
$232K - $258K
|
7.79K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 11.29% |
$102K - $113K
|
26.9K
$771K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$32.6K - $36.3K
|
1.1K
$31.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.42K- 75.91% |
$42.3K - $47K
|
451
$12.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-10M- 11.0% |
$299M - $332M
|
81.2M
$2.33B
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.54K+ 12.28% |
$195K - $216K
|
59.8K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.3K- 2.54% |
$635K - $705K
|
817K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.8K- 1.52% |
$769K - $855K
|
1.68M
$48.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 3.2% |
$35.8K - $39.8K
|
38.8K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-162- 0.9% |
$4.82K - $5.36K
|
17.8K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.83K- 3.01% |
$263K - $292K
|
285K
$8.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-373K- 5.22% |
$11.1M - $12.3M
|
6.78M
$194M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-112- 0.92% |
$3.34K - $3.7K
|
12K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-45- 0.35% |
$1.34K - $1.49K
|
12.8K
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-127K- 83.25% |
$3.77M - $4.19M
|
25.5K
$730K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
97.9K+ 9.3% |
$2.92M - $3.24M
|
1.15M
$33M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.22K+ 2.72% |
$155K - $173K
|
197K
$5.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
28.8KNew |
$857K - $952K
|
28.8K
$825K
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
4.1MNew |
$122M - $136M
|
4.1M
$118M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.74M+ 8.43% |
$51.9M - $57.7M
|
22.4M
$643M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-1.64M- 17.32% |
$48.8M - $54.2M
|
7.83M
$224M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-92- 1.29% |
$2.74K - $3.04K
|
7.02K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.2K+ 37.55% |
$334K - $371K
|
41K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
822K+ 13.73% |
$24.5M - $27.2M
|
6.8M
$195M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.1K+ 20.38% |
$986K - $1.1M
|
196K
$5.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.3M+ 1.02% |
$38.6M - $42.9M
|
128M
$3.67B
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11KNew |
$328K - $364K
|
11K
$315K
|