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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
133
shares
|
$5,176
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
128
shares
|
$4,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
126
shares
|
$4,903
0.0% of portfolio
|
Q3 2025
Reduced 26.32%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
126
shares
|
$4,903
0.0% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
122
shares
|
$4,748
0.0% of portfolio
|
Q2 2025
Added 110.34%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
120
shares
|
$4,670
0.0% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
119
shares
|
$4,631
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
108
shares
|
$4,203
0.01% of portfolio
|
Q3 2025
Reduced 62.37%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
103
shares
|
$4,008
0.0% of portfolio
|
Q3 2025
Reduced 42.78%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
100
shares
|
$3,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
96
shares
|
$3,736
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
87
shares
|
$3,386
0.0% of portfolio
|
Q3 2025
Reduced 75.35%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
82
shares
|
$3,191
0.0% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
74
shares
|
$2,880
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
69
shares
|
$2,685
0.0% of portfolio
|
Q3 2025
Reduced 72.94%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
69
shares
|
$2,685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
65
shares
|
$2,529
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
65
shares
|
$2,529
0.0% of portfolio
|
Q2 2024
Reduced 83.5%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
62
shares
|
$2,413
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
55
shares
|
$2,140
0.0% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
48
shares
|
$1,868
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
47
shares
|
$1,829
0.0% of portfolio
|
Q3 2025
Reduced 74.03%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
47
shares
|
$1,829
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
46
shares
|
$1,790
0.0% of portfolio
|
Q3 2025
New holding
|
|