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 |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
8,040
shares
|
$312,916
0.02% of portfolio
|
Q3 2025
Reduced 84.89%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
8,036
shares
|
$312,761
0.06% of portfolio
|
Q4 2025
Reduced 22.06%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
7,907
shares
|
$307,740
0.05% of portfolio
|
N/A
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
7,700
shares
|
$299,684
0.01% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
7,638
shares
|
$297,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
7,606
shares
|
$296,025
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,484
shares
|
$291,277
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,391
shares
|
$287,657
0.0% of portfolio
|
Q2 2020
Reduced 14.33%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
7,390
shares
|
$287,618
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
7,300
shares
|
$284,116
0.06% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
7,273
shares
|
$283,065
0.01% of portfolio
|
Q3 2025
Reduced 14.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
7,267
shares
|
$282,831
0.01% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
7,243
shares
|
$281,897
0.0% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
7,242
shares
|
$281,858
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7,115
shares
|
$276,915
0.0% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
6,936
shares
|
$269,949
0.05% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
6,934
shares
|
$269,871
0.05% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
6,933
shares
|
$269,832
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
6,915
shares
|
$269,131
0.0% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
6,890
shares
|
$268,158
0.05% of portfolio
|
Q3 2025
Reduced 95.71%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,851
shares
|
$266,640
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
6,801
shares
|
$264,694
0.12% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,752
shares
|
$262,787
0.01% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
6,743
shares
|
$262,437
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
6,620
shares
|
$257,650
0.03% of portfolio
|
Q2 2025
Reduced 4.47%
|
|