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 |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
7,793
shares
|
$245,947
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
7,712
shares
|
$243,390
0.05% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
7,680
shares
|
$242,380
0.01% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
7,633
shares
|
$240,897
0.01% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
7,610
shares
|
$240,171
0.0% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
7,601
shares
|
$239,887
0.01% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
7,600
shares
|
$239,856
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
7,453
shares
|
$235,216
0.0% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,391
shares
|
$233,259
0.0% of portfolio
|
Q2 2020
Reduced 14.33%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
7,347
shares
|
$231,871
0.06% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
7,346
shares
|
$231,839
0.02% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,306
shares
|
$230,577
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
7,300
shares
|
$230,388
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
7,242
shares
|
$228,557
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,182
shares
|
$226,663
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
7,159
shares
|
$225,938
0.12% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
7,131
shares
|
$225,054
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
7,040
shares
|
$222,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
7,029
shares
|
$221,835
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
7,017
shares
|
$221,456
0.01% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
7,006
shares
|
$221,109
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
6,980
shares
|
$220,288
0.02% of portfolio
|
Q4 2023
Reduced 21.56%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
6,949
shares
|
$219,310
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,945
shares
|
$219,184
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
6,918
shares
|
$218,332
0.03% of portfolio
|
Q3 2024
New holding
|