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 659 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 $41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,184
shares
|
$33,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,177
shares
|
$32,885
0.0% of portfolio
|
Q1 2025
Reduced 28.58%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,096
shares
|
$30,622
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$27,940
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$27,940
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
991
shares
|
$27,688
0.01% of portfolio
|
Q2 2024
Added 13.78%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
924
shares
|
$25,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
924
shares
|
$25,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
900
shares
|
$25,146
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
827
shares
|
$23,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
808
shares
|
$22,575
0.0% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
773
shares
|
$21,597
0.01% of portfolio
|
Q4 2024
Added 69.52%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
745
shares
|
$20,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
725
shares
|
$20,256
0.01% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
659
shares
|
$18,412
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
645
shares
|
$18,021
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
619
shares
|
$17,294
0.0% of portfolio
|
Q4 2024
Added 28.69%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
605
shares
|
$16,903
0.0% of portfolio
|
Q4 2024
Reduced 57.75%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
591
shares
|
$16,512
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
587
shares
|
$16,400
0.0% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
565
shares
|
$15,786
0.01% of portfolio
|
Q4 2024
Added 32.94%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
550
shares
|
$15,367
0.0% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
538
shares
|
$15,031
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
|
$14,724
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
524
shares
|
$14,640
0.01% of portfolio
|
Q1 2024
New holding
|