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 650 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $48.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
16,033
shares
|
$528,447
0.24% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,999
shares
|
$527,327
0.0% of portfolio
|
Q4 2024
Added 24.67%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
15,966
shares
|
$526,239
0.03% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
15,924
shares
|
$524,855
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
15,755
shares
|
$519,284
0.04% of portfolio
|
Q4 2024
Reduced 73.53%
|
|
|
Carlson Capital L P
Dallas, TX |
Feb 04, 2025 Q4 2024 |
15,700
shares
|
$517,472
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
15,581
shares
|
$513,549
0.01% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
15,534
shares
|
$512,000
0.7% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
15,461
shares
|
$509,594
0.11% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
15,456
shares
|
$509,429
0.01% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,336
shares
|
$505,474
0.1% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
15,230
shares
|
$501,980
0.0% of portfolio
|
Q4 2024
Added 6521.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15,115
shares
|
$498,190
0.03% of portfolio
|
Q4 2024
Added 138.33%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
14,930
shares
|
$492,092
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
14,882
shares
|
$490,510
0.01% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,520
shares
|
$478,579
0.01% of portfolio
|
Q3 2023
Reduced 12.19%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
14,395
shares
|
$474,459
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
14,298
shares
|
$471,262
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
14,279
shares
|
$470,635
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,214
shares
|
$468,493
0.01% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
14,155
shares
|
$466,548
0.01% of portfolio
|
Q4 2024
Added 49.31%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Jan 29, 2025 Q4 2024 |
14,000
shares
|
$461,440
0.44% of portfolio
|
Q3 2021
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
14,000
shares
|
$461,440
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
13,821
shares
|
$455,540
0.12% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
13,441
shares
|
$443,015
0.14% of portfolio
|
Q4 2024
Reduced 0.71%
|