Latest Institutional Purchases of Ubs Group Ag (UBS)
This list provides information on the latest institutional transactions involving Ubs Group Ag (UBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.3K+ 19.74% |
$381K - $478K
|
68.4K
$2.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.2K+ 39.09% |
$378K - $474K
|
39.8K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
11.1K+ 17.82% |
$376K - $472K
|
73.6K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.7KNew |
$363K - $455K
|
10.7K
$418K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
10.6K+ 30.82% |
$358K - $449K
|
45K
$1.75M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.4K+ 38.86% |
$352K - $442K
|
37.2K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
10.2K+ 10.23% |
$343K - $431K
|
110K
$4.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.62K+ 33.1% |
$325K - $408K
|
38.7K
$1.51M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.46K+ 354.59% |
$320K - $401K
|
12.1K
$472K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.43K+ 33.88% |
$319K - $400K
|
37.3K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.31K+ 5.12% |
$314K - $395K
|
191K
$7.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.23K+ 52.0% |
$312K - $391K
|
27K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.97K+ 9.36% |
$303K - $380K
|
105K
$4.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.3K+ 57.28% |
$280K - $352K
|
22.8K
$887K
|
|
|
Nov 13, 2025
Q3 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
8.3K+ 73.12% |
$280K - $352K
|
19.6K
$764K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.04K+ 15.28% |
$272K - $341K
|
60.7K
$2.36M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.93K+ 6.75% |
$268K - $336K
|
125K
$4.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.61KNew |
$257K - $322K
|
7.61K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
7.48KNew |
$253K - $317K
|
7.48K
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.39KNew |
$250K - $313K
|
7.39K
$288K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.31K+ 7.46% |
$247K - $310K
|
105K
$4.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
7.11K+ 8.2% |
$240K - $301K
|
93.9K
$3.65M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.85KNew |
$231K - $290K
|
6.85K
$267K
|
|
|
Nov 13, 2025
Q3 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
6.74KNew |
$228K - $286K
|
6.74K
$262K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.57K+ 19.79% |
$222K - $278K
|
39.8K
$1.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.5KNew |
$220K - $275K
|
6.5K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.49K+ 6.73% |
$219K - $275K
|
103K
$4M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.47K+ 65.78% |
$218K - $274K
|
16.3K
$634K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.4KNew |
$216K - $271K
|
6.4K
$249K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.37K+ 51.02% |
$215K - $270K
|
18.8K
$733K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.22KNew |
$210K - $264K
|
6.22K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
6.2K+ 25.01% |
$209K - $263K
|
31K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6.09KNew |
$206K - $258K
|
6.09K
$237K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.96KNew |
$201K - $252K
|
5.96K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.95KNew |
$201K - $252K
|
5.95K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.94KNew |
$201K - $252K
|
5.94K
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$197K - $247K
|
5.83K
$227K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.79K+ 31.3% |
$196K - $246K
|
24.3K
$946K
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.78KNew |
$195K - $245K
|
5.78K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
5.76KNew |
$194K - $244K
|
5.76K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.75K+ 9.04% |
$194K - $244K
|
69.3K
$2.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
5.69KNew |
$192K - $241K
|
5.69K
$222K
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
5.65KNew |
$191K - $239K
|
5.65K
$220K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.62KNew |
$190K - $238K
|
5.62K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.55K+ 85.8% |
$187K - $235K
|
12K
$468K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.49K+ 31.21% |
$186K - $233K
|
23.1K
$899K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.35K+ 7.33% |
$181K - $227K
|
78.3K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.3K+ 190.1% |
$179K - $225K
|
8.09K
$315K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.28KNew |
$178K - $224K
|
5.28K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.23KNew |
$176K - $221K
|
5.23K
$203K
|
|