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 723 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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
9,612
shares
|
$374,099
0.01% of portfolio
|
Q4 2023
Reduced 6.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,593
shares
|
$373,359
0.02% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
9,342
shares
|
$363,590
0.0% of portfolio
|
Q3 2025
Added 25.68%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
9,316
shares
|
$362,578
0.02% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
9,311
shares
|
$362,384
0.01% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
9,284
shares
|
$361,333
0.0% of portfolio
|
Q3 2025
Reduced 85.31%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
9,225
shares
|
$359,037
0.01% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
9,083
shares
|
$353,510
0.01% of portfolio
|
Q4 2025
Reduced 1.04%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,066
shares
|
$352,848
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,902
shares
|
$346,465
0.01% of portfolio
|
Q3 2025
Added 28.87%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
8,787
shares
|
$341,990
0.08% of portfolio
|
Q3 2025
Added 29.03%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
8,780
shares
|
$341,717
0.09% of portfolio
|
Q1 2025
Reduced 61.13%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
8,767
shares
|
$341,211
0.16% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,759
shares
|
$340,900
0.0% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,758
shares
|
$340,861
0.0% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
8,708
shares
|
$338,915
0.01% of portfolio
|
Q3 2025
Added 63.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,699
shares
|
$338,565
0.0% of portfolio
|
Q3 2025
Added 61.99%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
8,621
shares
|
$335,529
0.0% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
8,619
shares
|
$335,451
0.02% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
8,569
shares
|
$333,505
0.02% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
8,553
shares
|
$332,882
0.01% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
8,532
shares
|
$332,065
0.03% of portfolio
|
Q3 2025
Added 32.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,501
shares
|
$330,858
0.0% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
8,360
shares
|
$325,371
0.06% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
8,100
shares
|
$315,252
0.04% of portfolio
|
Q4 2024
Added 0.85%
|
|