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 723 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 |
|---|---|---|---|---|---|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
3,390
shares
|
$131,938
0.0% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,236
shares
|
$125,945
0.0% of portfolio
|
Q3 2025
Reduced 37.61%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
3,199
shares
|
$124,505
0.01% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
3,002
shares
|
$116,837
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,868
shares
|
$111,622
0.01% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
2,690
shares
|
$104,694
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
2,667
shares
|
$103,799
0.02% of portfolio
|
Q4 2025
Reduced 2.95%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,651
shares
|
$103,176
0.08% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,564
shares
|
$99,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,564
shares
|
$99,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,518
shares
|
$98,000
0.0% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,403
shares
|
$93,524
0.0% of portfolio
|
Q3 2025
Added 112.47%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
2,095
shares
|
$81,537
0.01% of portfolio
|
Q3 2025
Added 84.26%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,000
shares
|
$77,840
0.02% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,925
shares
|
$74,921
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,887
shares
|
$73,442
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,666
shares
|
$64,840
0.0% of portfolio
|
Q2 2024
Added 566.4%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,575
shares
|
$61,299
0.01% of portfolio
|
Q3 2025
Added 215.0%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$58,380
0.04% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,431
shares
|
$55,694
0.01% of portfolio
|
Q2 2022
Reduced 76.78%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,403
shares
|
$54,604
0.01% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,300
shares
|
$50,596
0.0% of portfolio
|
Q3 2025
Added 52.94%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,265
shares
|
$49,233
0.0% of portfolio
|
Q3 2025
Reduced 61.63%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,123
shares
|
$43,707
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,120
shares
|
$43,590
0.0% of portfolio
|
Q3 2025
Added 2566.67%
|
|