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 659 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 $41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,847
shares
|
$275,125
0.02% of portfolio
|
Q3 2023
Reduced 9.97%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
9,820
shares
|
$274,370
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
9,793
shares
|
$273,616
0.02% of portfolio
|
Q3 2024
Added 26.04%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
9,723
shares
|
$271,660
0.0% of portfolio
|
Q4 2024
Reduced 25.91%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
9,695
shares
|
$270,878
0.02% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
9,672
shares
|
$270,235
0.09% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
9,672
shares
|
$270,235
0.03% of portfolio
|
Q4 2024
Added 184.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,612
shares
|
$268,559
0.01% of portfolio
|
Q4 2023
Reduced 6.88%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
9,600
shares
|
$268,224
0.11% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
9,588
shares
|
$267,888
0.04% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
9,480
shares
|
$264,871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
9,385
shares
|
$262,216
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
9,293
shares
|
$259,646
0.15% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
9,227
shares
|
$257,802
0.02% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,146
shares
|
$255,539
0.0% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Nebula Research & Development LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,098
shares
|
$254,198
0.03% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
9,094
shares
|
$254,086
0.01% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
8,949
shares
|
$250,035
0.01% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
8,927
shares
|
$249,420
0.01% of portfolio
|
Q1 2025
Reduced 77.8%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
8,875
shares
|
$247,967
0.0% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
8,840
shares
|
$246,989
0.0% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
8,694
shares
|
$242,910
0.0% of portfolio
|
Q1 2025
Added 33.47%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,674
shares
|
$242,351
0.0% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,624
shares
|
$240,954
0.01% of portfolio
|
Q4 2024
Added 74.54%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
8,572
shares
|
$239,501
0.06% of portfolio
|
Q1 2025
Added 11.15%
|