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 |
|---|---|---|---|---|---|
|
Systrade Ag
Vaduz, N2 |
Oct 09, 2025 Q3 2025 |
625,000
shares
|
$24.3 Million
18.84% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
596,798
shares
|
$23.2 Million
0.01% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
548,881
shares
|
$21.4 Million
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2025 Q3 2025 |
516,436
shares
|
$20.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
509,746
shares
|
$19.8 Million
0.33% of portfolio
|
Q3 2025
Reduced 24.44%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
498,686
shares
|
$19.4 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
456,553
shares
|
$17.8 Million
0.11% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
439,737
shares
|
$17.1 Million
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
430,808
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2025
Added 29.99%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
389,099
shares
|
$15.1 Million
0.05% of portfolio
|
Q3 2025
Added 29.72%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
386,143
shares
|
$15 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.98%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
382,355
shares
|
$14.9 Million
1.46% of portfolio
|
Q4 2024
Reduced 33.2%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
367,982
shares
|
$14.3 Million
0.03% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
367,625
shares
|
$14.3 Million
4.04% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Henry James International Management Inc.
|
Oct 27, 2025 Q3 2025 |
365,710
shares
|
$14.2 Million
4.78% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
360,840
shares
|
$14 Million
1.02% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Black Diamond Capital Management, L.L.C.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
350,000
shares
|
$13.6 Million
8.81% of portfolio
|
Q4 2023
Reduced 77.25%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
348,859
shares
|
$13.6 Million
0.66% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
342,362
shares
|
$13.3 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
333,884
shares
|
$13 Million
0.3% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
331,564
shares
|
$12.9 Million
0.1% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
324,359
shares
|
$12.6 Million
2.7% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
323,367
shares
|
$12.6 Million
0.01% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
315,288
shares
|
$12.3 Million
0.04% of portfolio
|
Q3 2025
Added 24.68%
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
305,288
shares
|
$11.9 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.03%
|
|