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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
6,882
shares
|
$217,195
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,853
shares
|
$216,280
0.0% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
6,778
shares
|
$213,913
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
6,514
shares
|
$205,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
5,970
shares
|
$188,413
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
|
$185,004
0.0% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
5,585
shares
|
$176,262
0.03% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,528
shares
|
$174,463
0.0% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
5,226
shares
|
$164,932
0.0% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,219
shares
|
$164,711
0.01% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
5,075
shares
|
$160,167
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
4,894
shares
|
$154,454
0.05% of portfolio
|
Q1 2024
Added 19.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,366
shares
|
$137,790
0.01% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,209
shares
|
$132,836
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
|
$128,512
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
3,876
shares
|
$122,326
0.1% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,813
shares
|
$120,338
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
3,810
shares
|
$120,243
0.0% of portfolio
|
Q4 2024
Added 62.33%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
3,711
shares
|
$117,119
0.0% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,425
shares
|
$108,093
0.0% of portfolio
|
Q4 2024
Reduced 93.98%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,120
shares
|
$98,467
0.01% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
3,002
shares
|
$94,743
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,989
shares
|
$94,332
0.0% of portfolio
|
Q4 2024
Added 42.2%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,624
shares
|
$82,813
0.02% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2,564
shares
|
$80,919
0.0% of portfolio
|
Q3 2024
New holding
|