Institutional Ownership Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS). We have compiled data on the 659 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
47,580
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Feb 07, 2025 Q4 2024 |
47,484
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 71.4%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
47,403
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Added 54.51%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
46,946
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
43,657
shares
|
$1.22 Million
0.12% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Credit Capital Investments LLC
Short Hills, NJ |
Feb 10, 2025 Q4 2024 |
43,000
shares
|
$1.2 Million
1.69% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
42,753
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
42,554
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
41,995
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2023
Added 13.14%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
41,420
shares
|
$1.16 Million
0.13% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
41,040
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 37.55%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
40,885
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Added 60.91%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
40,505
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
40,164
shares
|
$1.12 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
40,123
shares
|
$1.12 Million
0.25% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
39,494
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
39,000
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
38,785
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
37,537
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Reduced 31.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,404
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
37,309
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
37,054
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2024
Added 19.3%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
36,830
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2024
Reduced 8.68%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
36,767
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
36,436
shares
|
$1.02 Million
0.44% of portfolio
|
Q4 2024
Added 3.53%
|