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 |
|---|---|---|---|---|---|
|
Systrade Ag
Vaduz, N2 |
Jan 16, 2025 Q4 2024 |
495,000
shares
|
$15.6 Million
21.29% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
491,187
shares
|
$15.5 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
489,294
shares
|
$15.4 Million
0.13% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
463,791
shares
|
$14.6 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
439,737
shares
|
$13.9 Million
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Henry James International Management Inc.
|
Feb 05, 2025 Q4 2024 |
410,930
shares
|
$13 Million
4.6% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
385,487
shares
|
$12.2 Million
0.06% of portfolio
|
Q4 2024
Added 31.84%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
382,355
shares
|
$12.1 Million
1.11% of portfolio
|
Q4 2024
Reduced 33.2%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Feb 12, 2025 Q4 2024 |
371,946
shares
|
$11.7 Million
2.87% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
353,005
shares
|
$11.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
350,000
shares
|
$11 Million
0.73% of portfolio
|
Q1 2024
Reduced 35.17%
|
|
|
Black Diamond Capital Management, L.L.C.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
350,000
shares
|
$11 Million
8.09% of portfolio
|
Q4 2023
Reduced 77.25%
|
|
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
343,700
shares
|
$10.8 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
325,000
shares
|
$10.3 Million
0.53% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
321,566
shares
|
$10.1 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
316,505
shares
|
$9.99 Million
2.17% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
308,601
shares
|
$9.74 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
291,764
shares
|
$9.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
284,762
shares
|
$8.99 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
277,485
shares
|
$8.76 Million
0.09% of portfolio
|
Q4 2024
Reduced 29.49%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
276,769
shares
|
$8.73 Million
3.35% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
274,891
shares
|
$8.68 Million
0.76% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
266,552
shares
|
$8.41 Million
0.01% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
263,453
shares
|
$8.31 Million
0.0% of portfolio
|
Q4 2024
Added 344.57%
|
|
|
Amf Tjanstepension Ab
|
Feb 07, 2025 Q4 2024 |
261,942
shares
|
$8.27 Million
0.06% of portfolio
|
Q4 2024
Added 114.54%
|