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 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $46.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
13,382
shares
|
$422,335
0.09% of portfolio
|
Q4 2024
Added 34.3%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
13,291
shares
|
$419,463
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
13,230
shares
|
$417,538
0.0% of portfolio
|
Q4 2024
Added 98.86%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
13,209
shares
|
$416,876
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
13,191
shares
|
$416,307
0.01% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
13,160
shares
|
$415,329
0.2% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
13,135
shares
|
$414,540
0.32% of portfolio
|
Q2 2024
Added 7.27%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,055
shares
|
$412,015
0.01% of portfolio
|
Q4 2024
Reduced 56.33%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
12,923
shares
|
$407,849
0.03% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
12,873
shares
|
$406,271
0.01% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,818
shares
|
$404,536
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
12,768
shares
|
$402,958
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
12,742
shares
|
$402,137
0.05% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Feb 12, 2025 Q4 2024 |
12,661
shares
|
$399,581
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
12,498
shares
|
$394,436
0.0% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
12,450
shares
|
$392,922
0.15% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,195
shares
|
$384,874
0.02% of portfolio
|
Q4 2024
Added 23.61%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Feb 14, 2025 Q4 2024 |
12,114
shares
|
$382,317
0.22% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,092
shares
|
$381,623
0.0% of portfolio
|
Q4 2024
Reduced 59.78%
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
12,017
shares
|
$379,256
0.22% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
12,002
shares
|
$378,783
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,937
shares
|
$376,731
0.01% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
11,932
shares
|
$376,573
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,907
shares
|
$375,784
0.01% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
11,660
shares
|
$367,989
0.39% of portfolio
|
Q4 2024
New holding
|