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 703 institutions that hold shares in the stock, with a total of 1.4 Billion shares, which have been reported (via 13F filing form) to have a value of $58.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
83,370
shares
|
$3.45 Million
0.85% of portfolio
|
Q2 2025
Added 38.92%
|
|
|
Nekton Capital Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
77,510
shares
|
$3.21 Million
5.43% of portfolio
|
Q2 2025
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
75,686
shares
|
$3.14 Million
0.55% of portfolio
|
Q2 2025
Added 18.34%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
75,285
shares
|
$3.12 Million
0.13% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
75,232
shares
|
$3.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
75,126
shares
|
$3.11 Million
0.8% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
72,966
shares
|
$3.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
71,825
shares
|
$2.98 Million
0.95% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
71,775
shares
|
$2.97 Million
0.32% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
70,869
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.45%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
70,464
shares
|
$2.92 Million
0.45% of portfolio
|
Q2 2025
Added 54.39%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
69,440
shares
|
$2.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 60.83%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
67,727
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
65,647
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
65,573
shares
|
$2.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
65,229
shares
|
$2.7 Million
1.55% of portfolio
|
Q4 2022
Added 4.82%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
65,204
shares
|
$2.7 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
64,529
shares
|
$2.67 Million
1.2% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
64,425
shares
|
$2.67 Million
0.03% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
63,594
shares
|
$2.63 Million
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
63,400
shares
|
$2.63 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
63,304
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
63,213
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Added 186.2%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
62,452
shares
|
$2.59 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
61,113
shares
|
$2.53 Million
1.74% of portfolio
|
Q2 2025
Added 1.89%
|