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 725 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 |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
22,455
shares
|
$873,948
0.23% of portfolio
|
Q2 2022
Reduced 49.4%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 04, 2025 Q3 2025 |
21,509
shares
|
$837,130
1.54% of portfolio
|
Q3 2025
Reduced 91.67%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
21,493
shares
|
$836,507
0.0% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
21,080
shares
|
$820,433
0.43% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
21,050
shares
|
$819,266
0.03% of portfolio
|
Q3 2025
Added 913.48%
|
|
|
Springhouse Capital Management, LP
Westport, CT |
Aug 14, 2023 Q2 2023 |
20,500
shares
|
$797,860
0.91% of portfolio
|
Q2 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
20,027
shares
|
$779,450
0.01% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
20,000
shares
|
$778,400
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
19,645
shares
|
$764,583
0.02% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
19,639
shares
|
$764,349
0.0% of portfolio
|
Q3 2025
Added 73.12%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
19,487
shares
|
$758,434
0.09% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
19,473
shares
|
$757,889
0.01% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
19,353
shares
|
$753,218
0.14% of portfolio
|
Q3 2025
Reduced 29.64%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
19,305
shares
|
$751,350
0.06% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
18,846
shares
|
$733,486
0.01% of portfolio
|
Q3 2025
Added 51.02%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Nov 14, 2025 Q3 2025 |
18,627
shares
|
$724,962
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
18,362
shares
|
$714,649
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
17,956
shares
|
$698,847
0.02% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
17,575
shares
|
$684,019
0.01% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
17,276
shares
|
$672,381
0.28% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
16,655
shares
|
$648,212
0.08% of portfolio
|
Q3 2025
Added 34.06%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
16,559
shares
|
$644,476
0.1% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
16,298
shares
|
$634,318
0.0% of portfolio
|
Q3 2025
Added 65.78%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
16,205
shares
|
$630,698
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
16,016
shares
|
$623,342
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|