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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
27,292
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
26,971
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 52.0%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
26,932
shares
|
$1.05 Million
0.43% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
26,903
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 47.78%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
26,894
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
26,555
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
26,275
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2023
Added 1.48%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
25,867
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
25,692
shares
|
$999,932
0.06% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Northside Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
25,655
shares
|
$998,492
0.1% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
25,409
shares
|
$988,918
0.1% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
24,868
shares
|
$967,862
0.05% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
24,847
shares
|
$967,045
0.05% of portfolio
|
Q4 2023
Reduced 42.02%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
24,726
shares
|
$962,335
0.29% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
24,299
shares
|
$945,717
0.02% of portfolio
|
Q3 2025
Added 31.3%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
23,869
shares
|
$928,981
0.19% of portfolio
|
Q3 2024
Reduced 99.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
23,783
shares
|
$925,634
0.01% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
23,221
shares
|
$903,761
0.17% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
23,097
shares
|
$898,935
0.05% of portfolio
|
Q3 2025
Added 31.21%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
23,045
shares
|
$896,911
0.06% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
22,829
shares
|
$888,504
0.0% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
22,789
shares
|
$886,947
0.21% of portfolio
|
Q3 2025
Added 57.28%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
22,647
shares
|
$881,421
0.21% of portfolio
|
Q3 2025
Added 26.99%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
22,631
shares
|
$880,798
0.05% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
22,529
shares
|
$876,828
0.03% of portfolio
|
Q2 2022
Reduced 4.63%
|
|