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 724 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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
11,381
shares
|
$442,948
0.05% of portfolio
|
Q3 2025
Added 21.36%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
11,295
shares
|
$439,601
0.27% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
11,164
shares
|
$434,502
0.01% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
11,146
shares
|
$433,802
0.01% of portfolio
|
Q3 2025
Added 18.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,136
shares
|
$433,413
0.0% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
11,116
shares
|
$432,634
0.03% of portfolio
|
Q3 2025
Added 19.0%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
11,100
shares
|
$432,012
0.1% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
11,053
shares
|
$430,182
0.02% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
11,000
shares
|
$428,120
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
10,984
shares
|
$427,497
0.02% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
10,865
shares
|
$422,865
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
10,863
shares
|
$422,787
0.0% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
10,784
shares
|
$419,713
0.06% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
10,736
shares
|
$417,845
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
10,661
shares
|
$414,926
0.01% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
10,638
shares
|
$414,030
0.03% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
10,560
shares
|
$410,995
0.3% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
10,182
shares
|
$396,283
0.13% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
10,125
shares
|
$394,065
0.03% of portfolio
|
Q3 2025
Added 31.85%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
10,108
shares
|
$393,403
0.07% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,995
shares
|
$389,005
0.0% of portfolio
|
Q3 2025
Reduced 42.07%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
9,926
shares
|
$386,319
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
9,908
shares
|
$385,619
0.12% of portfolio
|
Q3 2024
Reduced 50.54%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
9,877
shares
|
$384,412
0.01% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
9,847
shares
|
$383,245
0.02% of portfolio
|
Q3 2023
Reduced 9.97%
|
|