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 724 institutions that hold shares in the stock, with a total of 1.3 Billion shares, which have been reported (via 13F filing form) to have a value of $50.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
44,952
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 30.82%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
42,750
shares
|
$1.66 Million
0.23% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
42,498
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Reduced 28.64%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
41,995
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2023
Added 13.14%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
41,989
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 27.94%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
41,871
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
41,626
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
40,556
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 79.95%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
39,973
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
39,805
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2025
Added 39.09%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
39,770
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
Added 19.79%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
39,356
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
39,232
shares
|
$1.53 Million
0.41% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
38,963
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
38,679
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2025
Added 33.1%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
38,264
shares
|
$1.49 Million
0.2% of portfolio
|
Q3 2025
Reduced 28.92%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
37,806
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
37,278
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2025
Added 33.88%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
36,239
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
35,865
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
34,999
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
34,858
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
34,500
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
34,106
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2022
Added 67.35%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
33,416
shares
|
$1.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 19.32%
|
|