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 620 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $41.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,322
shares
|
$42,713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,315
shares
|
$42,487
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$38,772
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,000
shares
|
$32,310
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$32,310
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
991
shares
|
$32,019
0.01% of portfolio
|
Q2 2024
Added 13.78%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
924
shares
|
$29,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
890
shares
|
$28,755
0.0% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
867
shares
|
$28,012
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
836
shares
|
$27,011
0.0% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
832
shares
|
$26,881
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
725
shares
|
$23,424
0.01% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
691
shares
|
$22,326
0.0% of portfolio
|
Q3 2024
Reduced 31.11%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
659
shares
|
$21,292
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
645
shares
|
$20,839
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
591
shares
|
$19,095
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
580
shares
|
$18,739
0.0% of portfolio
|
Q2 2024
Reduced 34.9%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
572
shares
|
$18,481
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
528
shares
|
$17,059
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
524
shares
|
$16,930
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
504
shares
|
$16,284
0.0% of portfolio
|
Q3 2024
Added 140.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$16,155
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
500
shares
|
$16,155
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
481
shares
|
$15,541
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
475
shares
|
$15,347
0.02% of portfolio
|
Q1 2024
New holding
|