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 |
|---|---|---|---|---|---|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
7,017
shares
|
$196,054
0.01% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
7,006
shares
|
$195,747
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
6,980
shares
|
$195,021
0.02% of portfolio
|
Q4 2023
Reduced 21.56%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
6,949
shares
|
$194,155
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
|
$194,043
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
6,918
shares
|
$193,288
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
6,882
shares
|
$192,283
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
6,878
shares
|
$192,171
0.13% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,853
shares
|
$191,472
0.0% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,752
shares
|
$188,650
0.01% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
6,600
shares
|
$184,404
0.03% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
6,236
shares
|
$174,233
0.01% of portfolio
|
Q1 2025
Added 19.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
5,970
shares
|
$166,801
0.03% of portfolio
|
Q2 2024
Added 3.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,862
shares
|
$163,784
0.0% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
5,585
shares
|
$156,044
0.03% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,528
shares
|
$154,452
0.0% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,219
shares
|
$145,818
0.01% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
5,100
shares
|
$142,494
0.02% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
4,894
shares
|
$136,738
0.05% of portfolio
|
Q1 2024
Added 19.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,366
shares
|
$121,986
0.01% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,209
shares
|
$117,599
0.0% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,072
shares
|
$113,771
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
4,046
shares
|
$113,045
0.0% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
3,810
shares
|
$106,451
0.0% of portfolio
|
Q4 2024
Added 62.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,802
shares
|
$106,227
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|