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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
538
shares
|
$20,938
0.0% of portfolio
|
Q4 2024
Reduced 35.34%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
525
shares
|
$20,433
0.01% of portfolio
|
Q3 2025
Added 133.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
509
shares
|
$19,810
0.01% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
500
shares
|
$19,460
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
497
shares
|
$19,343
0.0% of portfolio
|
Q2 2025
Added 118.94%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
475
shares
|
$18,487
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
464
shares
|
$18,058
0.0% of portfolio
|
Q1 2024
Added 25.07%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
460
shares
|
$17,903
0.01% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
442
shares
|
$17,202
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
410
shares
|
$15,957
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
400
shares
|
$15,568
0.01% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
374
shares
|
$14,556
0.0% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
367
shares
|
$14,283
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
342
shares
|
$13,310
0.0% of portfolio
|
Q3 2025
Reduced 16.18%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
341
shares
|
$13,271
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
339
shares
|
$13,193
0.0% of portfolio
|
Q3 2024
Reduced 21.53%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
335
shares
|
$13,038
0.01% of portfolio
|
Q3 2025
Added 86.11%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
315
shares
|
$12,259
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
309
shares
|
$12,026
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
286
shares
|
$11,131
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
282
shares
|
$10,975
0.0% of portfolio
|
Q3 2023
Added 68.86%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
281
shares
|
$10,936
0.0% of portfolio
|
Q3 2025
Reduced 35.7%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
270
shares
|
$10,508
0.0% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
262
shares
|
$10,197
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
254
shares
|
$9,885
0.0% of portfolio
|
Q3 2025
New holding
|
|