Purchases and Sales Made in Q4 2024 in Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q4 2024. The information is specifically focused on institutions that hold shares of UBS Group AG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
122K+ 22.87% |
$3.63M - $4.03M
|
655K
$21.9M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
97.9K+ 9.3% |
$2.92M - $3.24M
|
1.15M
$38.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
95.7K+ 0.57% |
$2.85M - $3.17M
|
16.8M
$561M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
93.9K+ 4.89% |
$2.8M - $3.11M
|
2.02M
$67.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
93.1K+ 31.84% |
$2.77M - $3.08M
|
385K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
92.2K+ 87.23% |
$2.75M - $3.05M
|
198K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
90.5K+ 1.81% |
$2.7M - $2.99M
|
5.09M
$170M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
86.4K+ 52.25% |
$2.57M - $2.86M
|
252K
$8.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
82.5K+ 637.62% |
$2.46M - $2.73M
|
95.4K
$3.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
60.2KNew |
$1.79M - $1.99M
|
60.2K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56.6K+ 1.91% |
$1.69M - $1.87M
|
3.02M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
53K+ 2928.91% |
$1.58M - $1.75M
|
54.8K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
49.1K+ 11.16% |
$1.46M - $1.62M
|
489K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
47.6KNew |
$1.42M - $1.57M
|
47.6K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
46.5K+ 41.69% |
$1.38M - $1.54M
|
158K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.7K+ 0.4% |
$1.18M - $1.31M
|
10M
$336M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
39.3K+ 17.85% |
$1.17M - $1.3M
|
259K
$8.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
36.4KNew |
$1.08M - $1.2M
|
36.4K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
36K+ 15.09% |
$1.07M - $1.19M
|
275K
$9.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.1K+ 20.38% |
$986K - $1.1M
|
196K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.5K+ 13.91% |
$969K - $1.08M
|
267K
$8.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
32.4KNew |
$965K - $1.07M
|
32.4K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
30KNew |
$894K - $993K
|
30K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
29.9K+ 0.57% |
$891K - $990K
|
5.24M
$175M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
29.4K+ 16.55% |
$875K - $971K
|
207K
$6.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
28.8KNew |
$857K - $952K
|
28.8K
$964K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
28.6K+ 13.36% |
$851K - $946K
|
242K
$8.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.1KNew |
$807K - $897K
|
27.1K
$907K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
25.9KNew |
$771K - $856K
|
25.9K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23.8KNew |
$709K - $788K
|
23.8K
$797K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
23.5K+ 37.21% |
$699K - $776K
|
86.5K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
21.1KNew |
$629K - $699K
|
21.1K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
20.4K+ 1.01% |
$608K - $675K
|
2.04M
$68.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
19.7K+ 20.97% |
$588K - $653K
|
114K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.6KNew |
$525K - $583K
|
17.6K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
17.6KNew |
$523K - $581K
|
17.6K
$588K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.7K+ 54.51% |
$498K - $553K
|
47.4K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 49.7% |
$482K - $536K
|
48.8K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
15.9KNew |
$474K - $527K
|
15.9K
$533K
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
15.7KNew |
$468K - $519K
|
15.7K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
15.6K+ 37.3% |
$465K - $517K
|
57.5K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15.5K+ 60.91% |
$461K - $512K
|
40.9K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
15.4K+ 1.7% |
$459K - $510K
|
921K
$30.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15K+ 6521.74% |
$447K - $496K
|
15.2K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
14.8K+ 0.84% |
$441K - $490K
|
1.78M
$59.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.4KNew |
$429K - $476K
|
14.4K
$482K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$426K - $473K
|
14.3K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
13.8K+ 8.79% |
$411K - $457K
|
171K
$5.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
13.8K+ 14.03% |
$410K - $456K
|
112K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
BUY
|
- |
13.2K+ 2.63% |
$394K - $438K
|
517K
$17.3M
|