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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
13,804
shares
|
$537,251
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
13,629
shares
|
$530,440
0.05% of portfolio
|
Q3 2025
Reduced 26.28%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
13,431
shares
|
$522,734
0.09% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
13,291
shares
|
$517,285
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
13,138
shares
|
$511,330
0.13% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
12,941
shares
|
$503,663
0.03% of portfolio
|
Q3 2025
Reduced 31.1%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
12,720
shares
|
$495,062
0.0% of portfolio
|
Q3 2025
Added 34.65%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
12,707
shares
|
$494,556
0.01% of portfolio
|
Q3 2025
Added 59.9%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
12,705
shares
|
$494,478
0.01% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
12,617
shares
|
$491,053
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Nov 13, 2025 Q3 2025 |
12,516
shares
|
$487,122
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,375
shares
|
$481,635
0.1% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
12,339
shares
|
$480,233
0.02% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
12,323
shares
|
$479,611
0.06% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
12,321
shares
|
$479,533
0.06% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
12,301
shares
|
$478,754
0.14% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
12,133
shares
|
$472,216
0.0% of portfolio
|
Q3 2025
Added 354.59%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,133
shares
|
$472,216
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12,069
shares
|
$469,725
0.03% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
12,023
shares
|
$467,935
0.0% of portfolio
|
Q3 2025
Added 85.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,984
shares
|
$466,417
0.02% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
11,945
shares
|
$464,899
0.34% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
11,877
shares
|
$462,252
0.27% of portfolio
|
Q3 2025
Reduced 37.05%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
11,854
shares
|
$461,357
0.01% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
11,718
shares
|
$456,064
0.14% of portfolio
|
Q2 2025
Reduced 32.05%
|
|