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 |
|---|---|---|---|---|---|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
154,919
shares
|
$6.03 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
151,917
shares
|
$5.91 Million
1.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
148,941
shares
|
$5.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 20.78%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
146,341
shares
|
$5.7 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
145,117
shares
|
$5.65 Million
0.12% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Triasima Portfolio Management Inc.
|
Oct 29, 2025 Q3 2025 |
144,965
shares
|
$5.64 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
144,379
shares
|
$5.62 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
140,094
shares
|
$5.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 36.86%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
137,409
shares
|
$5.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 53.91%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
136,918
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Helios Capital Management Pte. LTD
|
Oct 27, 2025 Q3 2025 |
136,000
shares
|
$5.29 Million
4.17% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
130,216
shares
|
$5.07 Million
0.22% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
128,677
shares
|
$5.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
127,798
shares
|
$4.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
125,363
shares
|
$4.88 Million
0.01% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
125,000
shares
|
$4.87 Million
0.93% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
124,811
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2025
Added 30.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
123,152
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2025
Added 87.6%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
122,966
shares
|
$4.79 Million
0.88% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
121,900
shares
|
$4.74 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
121,385
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
120,920
shares
|
$4.71 Million
0.33% of portfolio
|
Q3 2025
Added 43.17%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
116,466
shares
|
$4.53 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
116,217
shares
|
$4.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
109,948
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2025
Added 209.31%
|
|