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 |
|---|---|---|---|---|---|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
36,420
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
36,260
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Added 22.55%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
36,239
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
36,184
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 16.96%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
34,999
shares
|
$977,872
0.01% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
34,747
shares
|
$970,831
0.1% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
34,198
shares
|
$955,492
0.01% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
34,106
shares
|
$952,921
0.04% of portfolio
|
Q2 2022
Added 67.35%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
34,000
shares
|
$949,960
0.01% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
32,506
shares
|
$908,217
0.02% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
32,407
shares
|
$905,451
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
32,061
shares
|
$895,784
0.57% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,883
shares
|
$862,871
0.01% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
30,739
shares
|
$858,847
0.02% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
30,712
shares
|
$858,093
0.44% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
30,194
shares
|
$843,620
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
30,031
shares
|
$839,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,015
shares
|
$838,619
0.07% of portfolio
|
Q4 2023
Added 5.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,429
shares
|
$822,246
0.0% of portfolio
|
Q3 2024
Reduced 18.13%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
29,000
shares
|
$810,260
0.06% of portfolio
|
Q2 2024
Added 9.43%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
28,804
shares
|
$804,783
0.09% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Feb 11, 2025 Q4 2024 |
28,788
shares
|
$804,336
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
28,397
shares
|
$793,412
0.01% of portfolio
|
Q4 2024
Reduced 42.97%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
28,269
shares
|
$789,835
0.17% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
27,951
shares
|
$780,950
0.03% of portfolio
|
Q4 2024
Added 14.94%
|