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 $39.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
224
shares
|
$6,843
0.0% of portfolio
|
Q4 2023
Reduced 43.43%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
221
shares
|
$6,751
0.0% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
214
shares
|
$6,537
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
200
shares
|
$6,110
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
192
shares
|
$5,865
0.0% of portfolio
|
Q2 2024
Added 10.34%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
187
shares
|
$5,712
0.0% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
184
shares
|
$5,621
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
181
shares
|
$5,529
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
180
shares
|
$5,499
0.0% of portfolio
|
Q3 2024
Reduced 69.8%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
179
shares
|
$5,468
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
171
shares
|
$5,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
167
shares
|
$5,101
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
139
shares
|
$4,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
138
shares
|
$4,215
0.0% of portfolio
|
Q2 2024
Reduced 75.36%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
138
shares
|
$4,215
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
136
shares
|
$4,154
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
128
shares
|
$3,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
120
shares
|
$3,666
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
119
shares
|
$3,635
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
111
shares
|
$3,391
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
99
shares
|
$3,024
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
99
shares
|
$3,024
0.0% of portfolio
|
Q2 2023
Reduced 89.19%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
95
shares
|
$2,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
81
shares
|
$2,474
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
80
shares
|
$2,444
0.0% of portfolio
|
Q2 2024
New holding
|