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 618 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $45.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
22,455
shares
|
$794,233
0.23% of portfolio
|
Q2 2022
Reduced 49.4%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
22,121
shares
|
$782,419
0.07% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,658
shares
|
$766,043
0.0% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
21,330
shares
|
$754,442
0.05% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
20,948
shares
|
$740,930
0.01% of portfolio
|
Q3 2024
Added 56.43%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
20,534
shares
|
$726,287
0.05% of portfolio
|
Q3 2024
Added 26.66%
|
|
|
Springhouse Capital Management, LP
Westport, CT |
Aug 14, 2023 Q2 2023 |
20,500
shares
|
$725,085
0.91% of portfolio
|
Q2 2023
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
20,423
shares
|
$722,361
0.03% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
19,054
shares
|
$673,939
0.01% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
18,423
shares
|
$651,621
0.01% of portfolio
|
Q2 2024
Added 17.55%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
18,053
shares
|
$638,534
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
17,996
shares
|
$636,518
0.28% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
17,956
shares
|
$635,103
0.02% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
17,909
shares
|
$633,441
0.04% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
17,336
shares
|
$613,174
0.01% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
16,955
shares
|
$599,698
0.0% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
16,824
shares
|
$595,064
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
16,455
shares
|
$582,013
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
15,966
shares
|
$564,717
0.03% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
15,870
shares
|
$561,321
0.11% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
15,775
shares
|
$557,961
0.0% of portfolio
|
Q3 2024
Added 44.91%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
15,617
shares
|
$552,373
0.22% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,556
shares
|
$550,215
0.1% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
15,534
shares
|
$549,437
0.7% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
15,456
shares
|
$546,678
0.01% of portfolio
|
Q3 2024
Added 5.44%
|