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 651 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 $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
27,853
shares
|
$853,137
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
27,418
shares
|
$839,813
0.33% of portfolio
|
Q2 2022
Added 13.93%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,112
shares
|
$830,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
26,894
shares
|
$823,763
0.1% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
26,817
shares
|
$821,404
0.06% of portfolio
|
Q3 2024
Added 3494.77%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
26,711
shares
|
$818,157
0.02% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
26,662
shares
|
$816,657
0.25% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
26,628
shares
|
$815,615
0.01% of portfolio
|
Q4 2024
Added 27.11%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
26,463
shares
|
$810,561
0.03% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
26,275
shares
|
$804,803
0.03% of portfolio
|
Q2 2023
Added 1.48%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
25,883
shares
|
$792,796
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
25,478
shares
|
$780,391
0.03% of portfolio
|
Q4 2024
Reduced 83.25%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
25,416
shares
|
$778,492
0.0% of portfolio
|
Q4 2024
Reduced 36.08%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
24,891
shares
|
$762,411
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
24,859
shares
|
$761,431
0.0% of portfolio
|
Q4 2024
Reduced 78.79%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
24,847
shares
|
$761,063
0.05% of portfolio
|
Q4 2023
Reduced 42.02%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
23,869
shares
|
$731,107
0.19% of portfolio
|
Q3 2024
Reduced 99.52%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
23,820
shares
|
$729,606
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
23,545
shares
|
$721,183
0.14% of portfolio
|
Q4 2024
Reduced 15.93%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
23,496
shares
|
$719,682
0.04% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
23,241
shares
|
$711,871
0.0% of portfolio
|
Q4 2024
Reduced 28.69%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
22,958
shares
|
$703,203
0.0% of portfolio
|
Q4 2024
Reduced 26.45%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
22,591
shares
|
$691,962
0.18% of portfolio
|
Q1 2024
Added 79.42%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
22,529
shares
|
$690,063
0.03% of portfolio
|
Q2 2022
Reduced 4.63%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
22,455
shares
|
$687,796
0.23% of portfolio
|
Q2 2022
Reduced 49.4%
|