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 |
|---|---|---|---|---|---|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
109,565
shares
|
$4.26 Million
0.11% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
109,542
shares
|
$4.26 Million
0.16% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
108,541
shares
|
$4.22 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
107,440
shares
|
$4.18 Million
0.15% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
105,266
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
104,819
shares
|
$4.08 Million
0.04% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
104,728
shares
|
$4.08 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
102,956
shares
|
$4.01 Million
1.13% of portfolio
|
Q3 2023
Reduced 15.59%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
102,902
shares
|
$4 Million
0.01% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
99,503
shares
|
$3.87 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
99,503
shares
|
$3.87 Million
0.3% of portfolio
|
Q3 2025
Added 169.23%
|
|
|
Point Break Capital Management, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
98,927
shares
|
$3.85 Million
3.59% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
97,877
shares
|
$3.81 Million
0.74% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
94,977
shares
|
$3.7 Million
0.02% of portfolio
|
Q2 2023
Reduced 2.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
94,172
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Added 372.42%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
93,866
shares
|
$3.65 Million
0.2% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
93,505
shares
|
$3.64 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
90,000
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2022
Added 347.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
88,102
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
87,277
shares
|
$3.4 Million
0.1% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
86,115
shares
|
$3.35 Million
0.07% of portfolio
|
Q3 2025
Added 144.83%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
85,328
shares
|
$3.32 Million
1.23% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
83,077
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 31.8%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
81,636
shares
|
$3.18 Million
0.27% of portfolio
|
Q3 2025
Reduced 31.91%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
81,084
shares
|
$3.16 Million
0.1% of portfolio
|
Q3 2025
Reduced 36.55%
|
|