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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
9,723
shares
|
$306,857
0.0% of portfolio
|
Q4 2024
Reduced 25.91%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
9,695
shares
|
$305,974
0.02% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
9,672
shares
|
$305,248
0.03% of portfolio
|
Q4 2024
Added 184.22%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
9,672
shares
|
$305,248
0.09% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,612
shares
|
$303,354
0.01% of portfolio
|
Q4 2023
Reduced 6.88%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
9,588
shares
|
$302,597
0.04% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
9,538
shares
|
$301,019
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
9,480
shares
|
$299,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
9,385
shares
|
$296,190
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
9,293
shares
|
$293,287
0.14% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,273
shares
|
$292,655
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
9,227
shares
|
$291,204
0.02% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,146
shares
|
$288,647
0.0% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,098
shares
|
$287,132
0.03% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,941
shares
|
$282,177
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
8,875
shares
|
$280,095
0.0% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
8,840
shares
|
$278,990
0.0% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,674
shares
|
$273,751
0.0% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,624
shares
|
$272,173
0.01% of portfolio
|
Q4 2024
Added 74.54%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
8,552
shares
|
$269,901
0.01% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
8,517
shares
|
$268,796
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,976
shares
|
$251,722
0.0% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,904
shares
|
$249,450
0.01% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
7,854
shares
|
$247,872
0.13% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
7,839
shares
|
$247,398
0.15% of portfolio
|
Q4 2024
Added 3.17%
|