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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15,992
shares
|
$622,408
0.01% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,725
shares
|
$612,017
0.01% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,711
shares
|
$611,472
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
15,677
shares
|
$610,148
0.01% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
15,571
shares
|
$606,023
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
15,534
shares
|
$604,583
0.7% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
15,429
shares
|
$600,496
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
15,384
shares
|
$598,745
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
15,300
shares
|
$595,476
0.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
15,115
shares
|
$588,275
0.12% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
14,947
shares
|
$581,737
0.01% of portfolio
|
Q3 2025
Reduced 24.49%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
14,930
shares
|
$581,075
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,905
shares
|
$580,102
0.01% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
14,896
shares
|
$579,752
0.04% of portfolio
|
Q3 2025
Reduced 32.98%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
14,802
shares
|
$576,093
0.33% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
14,724
shares
|
$573,058
0.01% of portfolio
|
Q3 2025
Reduced 44.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,520
shares
|
$565,118
0.01% of portfolio
|
Q3 2023
Reduced 12.19%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
14,518
shares
|
$565,040
0.01% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
14,379
shares
|
$559,630
0.17% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
14,345
shares
|
$558,307
0.01% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,204
shares
|
$552,819
0.0% of portfolio
|
Q3 2025
Reduced 15.89%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
14,000
shares
|
$544,880
0.0% of portfolio
|
Q3 2025
Reduced 96.17%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Nov 05, 2025 Q3 2025 |
14,000
shares
|
$544,880
0.51% of portfolio
|
Q2 2025
Reduced 78.88%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
13,910
shares
|
$541,377
0.0% of portfolio
|
Q3 2025
Reduced 36.17%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
13,820
shares
|
$537,874
0.04% of portfolio
|
Q3 2025
Reduced 4.21%
|
|