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 650 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $46.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Mar 14, 2025 Q4 2024 |
1,138,973
shares
|
$35.9 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,037,237
shares
|
$32.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,014,965
shares
|
$32 Million
0.02% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
961,431
shares
|
$30.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
920,748
shares
|
$29.1 Million
2.78% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Governors Lane LP
New York, NY |
Feb 14, 2025 Q4 2024 |
890,800
shares
|
$28.1 Million
2.23% of portfolio
|
Q4 2024
New holding
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
880,668
shares
|
$27.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 49.73%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
863,015
shares
|
$27.2 Million
0.87% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
855,185
shares
|
$27 Million
0.22% of portfolio
|
Q4 2024
Added 44.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
816,562
shares
|
$25.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
792,832
shares
|
$25 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
686,132
shares
|
$21.7 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
677,769
shares
|
$21.4 Million
0.14% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
658,078
shares
|
$20.8 Million
0.02% of portfolio
|
Q4 2024
Added 107.43%
|
|
|
Channing Global Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
654,665
shares
|
$20.7 Million
14.4% of portfolio
|
Q4 2024
Added 22.87%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
652,780
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
628,391
shares
|
$19.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 38.6%
|
|
|
Haven Global Partners, LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
614,963
shares
|
$19.4 Million
17.74% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
589,502
shares
|
$18.6 Million
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
574,213
shares
|
$18.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
559,994
shares
|
$17.7 Million
0.02% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
548,371
shares
|
$17.3 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Mangrove Partners
New York, NY |
Feb 14, 2025 Q4 2024 |
527,637
shares
|
$16.7 Million
2.49% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
517,408
shares
|
$16.3 Million
0.44% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Uss Investment Management LTD
|
Feb 13, 2025 Q4 2024 |
516,617
shares
|
$16.3 Million
0.12% of portfolio
|
Q4 2024
Added 2.63%
|