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 620 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $39.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
88,025
shares
|
$2.69 Million
0.12% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
87,008
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
85,636
shares
|
$2.62 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
82,566
shares
|
$2.52 Million
0.91% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
82,045
shares
|
$2.51 Million
0.05% of portfolio
|
Q3 2024
Added 95.96%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
81,309
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
80,756
shares
|
$2.47 Million
0.31% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
76,577
shares
|
$2.34 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
76,254
shares
|
$2.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 74.13%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
75,000
shares
|
$2.29 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
74,547
shares
|
$2.28 Million
0.04% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
72,493
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
72,106
shares
|
$2.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
71,111
shares
|
$2.17 Million
0.84% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
68,581
shares
|
$2.1 Million
0.94% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
66,504
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
65,569
shares
|
$2 Million
0.03% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
65,229
shares
|
$1.99 Million
1.55% of portfolio
|
Q4 2022
Added 4.82%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
64,422
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
63,567
shares
|
$1.94 Million
0.45% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
63,043
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
62,370
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
61,621
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
61,459
shares
|
$1.88 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
60,705
shares
|
$1.85 Million
0.56% of portfolio
|
Q3 2024
Added 0.73%
|