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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
188New |
$6.35K - $7.97K
|
188
$7.32K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
187+ 1.08% |
$6.31K - $7.93K
|
17.6K
$684K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
174+ 348.0% |
$5.88K - $7.37K
|
224
$8.72K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
170+ 42.82% |
$5.74K - $7.2K
|
567
$22.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
167+ 23.49% |
$5.64K - $7.08K
|
878
$34.2K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
165+ 29.52% |
$5.57K - $6.99K
|
724
$28.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
160+ 1.61% |
$5.4K - $6.78K
|
10.1K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
155+ 86.11% |
$5.23K - $6.57K
|
335
$13K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
154+ 2.04% |
$5.2K - $6.53K
|
7.7K
$300K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
152New |
$5.13K - $6.44K
|
152
$5.92K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
120+ 0.84% |
$4.05K - $5.09K
|
14.3K
$558K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
113+ 0.73% |
$3.82K - $4.79K
|
15.7K
$610K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
110+ 1.83% |
$3.71K - $4.66K
|
6.13K
$239K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
96New |
$3.24K - $4.07K
|
96
$3.74K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
82+ 1.2% |
$2.77K - $3.48K
|
6.93K
$270K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
82+ 6.21% |
$2.77K - $3.48K
|
1.4K
$54.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
79+ 0.55% |
$2.67K - $3.35K
|
14.4K
$560K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
72+ 0.55% |
$2.43K - $3.05K
|
13.1K
$511K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
68+ 2.43% |
$2.3K - $2.88K
|
2.87K
$112K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
62New |
$2.09K - $2.63K
|
62
$2.41K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
56+ 12.36% |
$1.89K - $2.37K
|
509
$19.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
49+ 0.32% |
$1.65K - $2.08K
|
15.3K
$595K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
48+ 0.09% |
$1.62K - $2.03K
|
56.4K
$2.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
47+ 0.44% |
$1.59K - $1.99K
|
10.6K
$414K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
47New |
$1.59K - $1.99K
|
47
$1.83K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
46New |
$1.55K - $1.95K
|
46
$1.79K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
46New |
$1.55K - $1.95K
|
46
$1.79K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
36+ 0.23% |
$1.22K - $1.53K
|
16K
$623K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31+ 25.83% |
$1.05K - $1.31K
|
151
$5.88K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
27New |
$912 - $1.14K
|
27
$1.05K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24+ 21.82% |
$810 - $1.02K
|
134
$5.22K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24+ 0.24% |
$810 - $1.02K
|
9.93K
$386K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
22+ 0.15% |
$743 - $932
|
15.1K
$588K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
22New |
$743 - $932
|
22
$856
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20New |
$675 - $848
|
20
$778
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19+ 0.21% |
$642 - $805
|
9.07K
$353K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
18New |
$608 - $763
|
18
$701
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
17New |
$574 - $720
|
17
$662
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
15New |
$507 - $636
|
15
$584
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13New |
$439 - $551
|
13
$506
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 2.47% |
$304 - $381
|
374
$14.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3+ 3.8% |
$101 - $127
|
82
$3.19K
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Cevian Capital Ii Gp LTD
St. Helier, Y9 |
BUY
|
- |
4.33M+ 9.89% |
$113M - $146M
|
48.1M
$1.87B
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
578KNew |
$15.1M - $19.5M
|
578K
$22.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
152KNew |
$3.96M - $5.12M
|
152K
$5.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
79.2K+ 12.59% |
$2.07M - $2.68M
|
708K
$27.6M
|
|
|
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
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
53.7KNew |
$1.4M - $1.82M
|
53.7K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
44.8KNew |
$1.17M - $1.52M
|
44.8K
$1.74M
|
|