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 |
|---|---|---|---|---|---|
|
Todd Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
720,210
shares
|
$22 Million
0.54% of portfolio
|
Q3 2024
Reduced 30.01%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
699,719
shares
|
$21.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
674,379
shares
|
$20.6 Million
0.16% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2024 Q3 2024 |
659,546
shares
|
$20.1 Million
2.65% of portfolio
|
Q2 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
652,780
shares
|
$19.9 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
635,423
shares
|
$19.4 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
616,705
shares
|
$18.8 Million
0.07% of portfolio
|
Q3 2024
Added 26.28%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
591,285
shares
|
$18.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
589,142
shares
|
$18 Million
0.02% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
572,355
shares
|
$17.5 Million
1.75% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
565,681
shares
|
$17.3 Million
0.29% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
550,058
shares
|
$16.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
|
Channing Global Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
532,829
shares
|
$16.3 Million
15.68% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
512,165
shares
|
$15.6 Million
0.46% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2024 Q3 2024 |
503,370
shares
|
$15.4 Million
0.12% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
500,407
shares
|
$15.3 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Systrade Ag
Vaduz, N2 |
Oct 08, 2024 Q3 2024 |
485,000
shares
|
$14.8 Million
31.08% of portfolio
|
Q3 2024
Added 385.0%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
471,811
shares
|
$14.4 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Oct 24, 2024 Q3 2024 |
442,323
shares
|
$13.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 30.32%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
440,181
shares
|
$13.4 Million
0.13% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
439,737
shares
|
$13.4 Million
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
413,250
shares
|
$12.6 Million
0.11% of portfolio
|
Q3 2024
Reduced 29.51%
|
|
|
Henry James International Management Inc.
|
Oct 29, 2024 Q3 2024 |
410,744
shares
|
$12.5 Million
4.53% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
393,517
shares
|
$12 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 12, 2024 Q3 2024 |
377,712
shares
|
$11.5 Million
3.31% of portfolio
|
Q1 2024
Added 230.28%
|