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 |
|---|---|---|---|---|---|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
8,552
shares
|
$238,942
0.01% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
8,527
shares
|
$238,244
0.02% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
8,517
shares
|
$237,964
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
8,210
shares
|
$229,387
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,976
shares
|
$222,849
0.0% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,904
shares
|
$220,837
0.01% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
7,854
shares
|
$219,440
0.13% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
7,839
shares
|
$219,021
0.15% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
7,793
shares
|
$217,736
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
7,633
shares
|
$213,266
0.01% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
7,610
shares
|
$212,623
0.0% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
7,601
shares
|
$212,371
0.01% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
7,453
shares
|
$208,236
0.0% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
7,403
shares
|
$206,839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,391
shares
|
$206,504
0.0% of portfolio
|
Q2 2020
Reduced 14.33%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
7,347
shares
|
$205,275
0.06% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,306
shares
|
$204,129
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
7,300
shares
|
$203,962
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
7,245
shares
|
$202,425
0.01% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
7,242
shares
|
$202,341
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,182
shares
|
$200,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,159
shares
|
$200,022
0.08% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
7,131
shares
|
$199,240
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
7,040
shares
|
$196,697
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
7,029
shares
|
$196,390
0.11% of portfolio
|
Q4 2024
New holding
|