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 |
|---|---|---|---|---|---|
|
Patient Capital Management, LLC
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
2,022,019
shares
|
$61.8 Million
3.36% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,004,239
shares
|
$61.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Jupiter Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
1,967,474
shares
|
$60.1 Million
0.55% of portfolio
|
Q3 2024
Added 184.88%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
1,922,125
shares
|
$58.7 Million
0.1% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
Nov 13, 2024 Q3 2024 |
1,864,442
shares
|
$57 Million
2.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,815,726
shares
|
$55.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
1,763,230
shares
|
$53.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
1,753,073
shares
|
$53.6 Million
0.94% of portfolio
|
Q3 2024
Added 137.71%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
1,751,869
shares
|
$53.5 Million
0.11% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,704,866
shares
|
$52.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,651,086
shares
|
$50.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
1,622,431
shares
|
$49.6 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
1,436,288
shares
|
$43.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,409,585
shares
|
$43.1 Million
0.04% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,332,626
shares
|
$40.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
1,201,122
shares
|
$36.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
1,185,920
shares
|
$36.2 Million
0.16% of portfolio
|
Q3 2024
Added 77.27%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
1,053,296
shares
|
$32.2 Million
0.02% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,023,391
shares
|
$31.3 Million
0.05% of portfolio
|
Q3 2024
Added 66.65%
|
|
|
Exane Asset Management
|
Nov 05, 2024 Q3 2024 |
1,019,905
shares
|
$31.2 Million
29.41% of portfolio
|
Q3 2024
Added 353.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,014,965
shares
|
$31 Million
0.02% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
1,014,878
shares
|
$31 Million
0.81% of portfolio
|
Q3 2024
Reduced 58.87%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
905,333
shares
|
$27.7 Million
2.7% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
837,880
shares
|
$25.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
772,707
shares
|
$23.6 Million
0.01% of portfolio
|
Q3 2024
New holding
|