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 |
|---|---|---|---|---|---|
|
Nat West Group PLC
|
Oct 08, 2025 Q3 2025 |
33,219
shares
|
$1.29 Million
0.35% of portfolio
|
Q3 2025
Reduced 64.2%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
33,191
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 53.17%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
32,792
shares
|
$1.28 Million
0.24% of portfolio
|
Q3 2025
Reduced 14.14%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
32,580
shares
|
$1.27 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
32,506
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
32,400
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
32,289
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
31,782
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
30,970
shares
|
$1.21 Million
0.46% of portfolio
|
Q3 2025
Added 25.01%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
30,940
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Added 60.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,883
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
30,789
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
30,482
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
30,438
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 53.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
30,194
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
30,015
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2023
Added 5.92%
|
|
|
Credit Capital Investments LLC
Short Hills, NJ |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$1.17 Million
1.38% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,429
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.13%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
29,000
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2024
Added 9.43%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
28,904
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 52.68%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
28,866
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,500
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
27,853
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
27,633
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.53%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
27,418
shares
|
$1.07 Million
0.33% of portfolio
|
Q2 2022
Added 13.93%
|
|