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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
78,314
shares
|
$3.05 Million
0.06% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
77,256
shares
|
$3.01 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Governors Lane LP
New York, NY |
Nov 14, 2025 Q3 2025 |
75,861
shares
|
$2.95 Million
0.32% of portfolio
|
Q3 2025
Reduced 91.36%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
74,168
shares
|
$2.89 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
73,582
shares
|
$2.86 Million
0.02% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
71,775
shares
|
$2.79 Million
0.32% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
71,772
shares
|
$2.79 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 30, 2025 Q3 2025 |
71,133
shares
|
$2.77 Million
0.51% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Nov 04, 2025 Q3 2025 |
70,206
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
70,057
shares
|
$2.73 Million
0.95% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
69,905
shares
|
$2.72 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.51%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
69,344
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
69,327
shares
|
$2.7 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
68,764
shares
|
$2.68 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
68,377
shares
|
$2.66 Million
0.11% of portfolio
|
Q3 2025
Added 19.74%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
68,133
shares
|
$2.65 Million
0.04% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
65,583
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
65,573
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
65,229
shares
|
$2.54 Million
1.55% of portfolio
|
Q4 2022
Added 4.82%
|
|
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
65,200
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
64,469
shares
|
$2.51 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
62,675
shares
|
$2.44 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
60,838
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
60,692
shares
|
$2.36 Million
0.03% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Nov 13, 2025 Q3 2025 |
59,978
shares
|
$2.33 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.86%
|
|