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 725 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
6,500
shares
|
$252,980
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
6,469
shares
|
$251,773
0.15% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,462
shares
|
$251,501
0.0% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,446
shares
|
$250,878
0.0% of portfolio
|
Q3 2025
Reduced 58.15%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 23, 2025 Q3 2025 |
6,437
shares
|
$250,528
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
6,396
shares
|
$248,932
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
6,368
shares
|
$247,842
0.0% of portfolio
|
Q3 2025
Reduced 67.06%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,219
shares
|
$242,043
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,164
shares
|
$239,902
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
6,130
shares
|
$238,579
0.02% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
6,091
shares
|
$237,061
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
6,044
shares
|
$235,232
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
5,981
shares
|
$232,780
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,955
shares
|
$231,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,947
shares
|
$231,457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,940
shares
|
$231,184
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
5,878
shares
|
$228,771
0.06% of portfolio
|
Q3 2025
Reduced 14.7%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,831
shares
|
$226,942
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,776
shares
|
$224,801
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Bank & Trust LTD
|
Oct 21, 2025 Q3 2025 |
5,758
shares
|
$224,101
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
5,693
shares
|
$221,571
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
5,654
shares
|
$220,053
0.01% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
5,648
shares
|
$219,820
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,647
shares
|
$219,781
0.0% of portfolio
|
Q3 2025
Reduced 9.39%
|
|