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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
924
shares
|
$29,161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
900
shares
|
$28,404
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
836
shares
|
$26,384
0.0% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
808
shares
|
$25,500
0.0% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
773
shares
|
$24,395
0.01% of portfolio
|
Q4 2024
Added 69.52%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
745
shares
|
$23,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
725
shares
|
$22,881
0.01% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
716
shares
|
$22,596
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
659
shares
|
$20,798
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
645
shares
|
$20,356
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
619
shares
|
$19,535
0.0% of portfolio
|
Q4 2024
Added 28.69%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
605
shares
|
$19,093
0.0% of portfolio
|
Q4 2024
Reduced 57.75%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
591
shares
|
$18,651
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
565
shares
|
$17,831
0.01% of portfolio
|
Q4 2024
Added 32.94%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
550
shares
|
$17,358
0.0% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
543
shares
|
$17,137
0.0% of portfolio
|
Q4 2024
Added 195.11%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
538
shares
|
$16,979
0.0% of portfolio
|
Q4 2024
Reduced 35.34%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
527
shares
|
$16,632
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
524
shares
|
$16,537
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
500
shares
|
$15,780
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
500
shares
|
$15,780
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
487
shares
|
$15,369
0.0% of portfolio
|
Q4 2024
Added 79.7%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
487
shares
|
$15,369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
464
shares
|
$14,643
0.0% of portfolio
|
Q1 2024
Added 25.07%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
460
shares
|
$14,517
0.01% of portfolio
|
Q4 2024
New holding
|