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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.45K+ 31.85% |
$82.6K - $104K
|
10.1K
$394K
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
36.5K+ 43.17% |
$1.23M - $1.55M
|
121K
$4.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.37K- 20.73% |
$46.1K - $57.9K
|
5.23K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.85K- 24.49% |
$164K - $205K
|
14.9K
$582K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.91K+ 25.68% |
$64.5K - $80.9K
|
9.34K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-950- 12.05% |
$32.1K - $40.3K
|
6.94K
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-627- 0.06% |
$21.2K - $26.6K
|
1.06M
$41.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
556+ 0.64% |
$18.8K - $23.6K
|
87.3K
$3.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-237K- 91.67% |
$7.99M - $10M
|
21.5K
$837K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
324+ 9.05% |
$10.9K - $13.7K
|
3.91K
$152K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
766+ 1.1% |
$25.9K - $32.5K
|
70.2K
$2.73M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-856- 6.51% |
$28.9K - $36.3K
|
12.3K
$479K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.7K+ 4.97% |
$57.3K - $72K
|
35.9K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-20- 0.17% |
$675 - $848
|
11.9K
$461K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
262New |
$8.85K - $11.1K
|
262
$10.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-151- 1.72% |
$5.1K - $6.4K
|
8.62K
$335K
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-4.02K- 0.08% |
$136K - $170K
|
5.22M
$203M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
265K+ 6.36% |
$8.97M - $11.3M
|
4.44M
$173M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-6.18K- 10.84% |
$209K - $262K
|
50.8K
$1.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-266- 75.35% |
$8.98K - $11.3K
|
87
$3.39K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-72- 26.67% |
$2.43K - $3.05K
|
198
$7.71K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
958+ 84.26% |
$32.4K - $40.6K
|
2.1K
$81.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.47K+ 65.78% |
$218K - $274K
|
16.3K
$634K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.47K- 8.6% |
$218K - $274K
|
68.8K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-51.5K- 3.16% |
$1.74M - $2.18M
|
1.58M
$61.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
287+ 1.17% |
$9.69K - $12.2K
|
24.9K
$968K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.56K+ 9.91% |
$52.6K - $66K
|
17.3K
$672K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
82+ 1.2% |
$2.77K - $3.48K
|
6.93K
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 14.69% |
$62.8K - $78.8K
|
14.5K
$565K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-52K- 2.94% |
$1.76M - $2.2M
|
1.71M
$66.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-156- 0.37% |
$5.27K - $6.61K
|
41.6K
$1.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-77- 42.78% |
$2.6K - $3.26K
|
103
$4.01K
|
|
|
Nov 03, 2025
Q3 2025
|
Exane Asset Management
|
SELL
|
- |
-250K- 24.06% |
$8.44M - $10.6M
|
789K
$30.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.62K+ 11.51% |
$54.8K - $68.8K
|
15.7K
$612K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.57K+ 6.86% |
$86.7K - $109K
|
40K
$1.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-525- 2.63% |
$17.7K - $22.2K
|
19.5K
$758K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-102- 0.02% |
$3.44K - $4.32K
|
628K
$24.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24+ 21.82% |
$810 - $1.02K
|
134
$5.22K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-45.2K- 84.89% |
$1.52M - $1.91M
|
8.04K
$313K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.69KNew |
$90.8K - $114K
|
2.69K
$105K
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.78K+ 19.0% |
$59.9K - $75.2K
|
11.1K
$433K
|
|
|
Nov 03, 2025
Q3 2025
|
Channing Global Advisors, LLC
|
SELL
|
- |
-68.5K- 9.23% |
$2.31M - $2.9M
|
673K
$26.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
5.01KNew |
$169K - $212K
|
5.01K
$195K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-40- 0.48% |
$1.35K - $1.7K
|
8.36K
$325K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-34.8K- 53.32% |
$1.17M - $1.47M
|
30.4K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Arga Investment Management, LP
|
SELL
|
- |
-5.6M- 76.87% |
$189M - $237M
|
1.69M
$65.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
315+ 2.54% |
$10.6K - $13.3K
|
12.7K
$494K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-134- 0.43% |
$4.53K - $5.68K
|
30.8K
$1.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
13.8K+ 7.62% |
$466K - $585K
|
195K
$7.59M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.8K- 44.56% |
$400K - $502K
|
14.7K
$573K
|
|