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 |
|---|---|---|---|---|---|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
235
shares
|
$9,146
0.0% of portfolio
|
Q3 2025
Reduced 9.96%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
233
shares
|
$9,068
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
228
shares
|
$8,873
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
224
shares
|
$8,718
0.0% of portfolio
|
Q4 2023
Reduced 43.43%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
224
shares
|
$8,718
0.0% of portfolio
|
Q3 2025
Added 348.0%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
219
shares
|
$8,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
218
shares
|
$8,484
0.0% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
217
shares
|
$8,445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
214
shares
|
$8,328
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
205
shares
|
$7,978
0.01% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
200
shares
|
$7,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
199
shares
|
$7,745
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
198
shares
|
$7,706
0.0% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
196
shares
|
$7,628
0.0% of portfolio
|
Q3 2025
Added 600.0%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
188
shares
|
$7,316
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
183
shares
|
$7,122
0.0% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
180
shares
|
$7,005
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
180
shares
|
$7,005
0.0% of portfolio
|
Q3 2024
Reduced 69.8%
|
|
|
Baillie Gifford & CO
|
Oct 31, 2025 Q3 2025 |
172
shares
|
$6,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
154
shares
|
$5,993
0.0% of portfolio
|
Q3 2025
Reduced 17.65%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
152
shares
|
$5,915
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
151
shares
|
$5,876
0.0% of portfolio
|
Q3 2025
Added 25.83%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
138
shares
|
$5,370
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
135
shares
|
$5,254
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
134
shares
|
$5,215
0.0% of portfolio
|
Q3 2025
Added 21.82%
|
|