Purchases and Sales Made in Q4 2025 in Ubs Group Ag (UBS)

UBS Quotes by TradingView

This table provides information about the institutional ownership of Ubs Group Ag (UBS) during Q4 2025. 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 16, 2026 Q4 2025
Banque Pictet & Cie Sa

BUY
 -
217K
+ 16.64%
$8.15M - $8.91M
1.52M $59.2M
Jan 16, 2026 Q4 2025
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
159K
+ 3.04%
$5.96M - $6.53M
5.38M $209M
Jan 13, 2026 Q4 2025
Nat West Group PLC

BUY
 -
106K
+ 317.63%
$3.96M - $4.34M
139K $5.4M
Jan 08, 2026 Q4 2025
Crocodile Capital Partners Gmb H

Ursensollen, 2M
BUY
 -
60K
+ 5.94%
$2.25M - $2.47M
1.07M $41.6M
Jan 08, 2026 Q4 2025
Gradient Investments LLC

BUY
 -
14.9K
+ 48.12%
$559K - $612K
45.8K $1.78M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
13.8K
+ 25.57%
$518K - $566K
67.7K $2.63M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
10.8K
+ 8.9%
$406K - $444K
132K $5.14M
Jan 14, 2026 Q4 2025
True Mark Investments, LLC

Chicago, IL
BUY
 -
10.7K
+ 14.98%
$400K - $438K
81.8K $3.18M
Jan 16, 2026 Q4 2025
Pictet & Cie (Europe) Sa

BUY
 -
10K
+ 11.61%
$376K - $411K
96.1K $3.74M
Jan 20, 2026 Q4 2025
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
8.17K
New
$307K - $336K
8.17K $318K
Jan 12, 2026 Q4 2025
Pur Efi Wealth, LLC

Boston, MA
BUY
 -
6.94K
New
$261K - $285K
6.94K $270K
Jan 07, 2026 Q4 2025
Impact Capital Partners LLC

Greenwood Village, CO
BUY
 -
6.57K
+ 64.54%
$247K - $270K
16.8K $652K
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
4.92K
New
$185K - $202K
4.92K $192K
Jan 20, 2026 Q4 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
4.87K
New
$183K - $200K
4.87K $189K
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
4.83K
New
$182K - $199K
4.83K $188K
Jan 09, 2026 Q4 2025
Assenagon Asset Management S.A.

BUY
 -
3.49K
+ 1.41%
$131K - $144K
252K $9.81M
Jan 07, 2026 Q4 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
3.19K
+ 25.09%
$120K - $131K
15.9K $619K
Jan 15, 2026 Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
3.18K
+ 25.0%
$119K - $131K
15.9K $618K
Jan 13, 2026 Q4 2025
Trust Point Inc.

La Crosse, WI
BUY
 -
2.89K
+ 33.85%
$108K - $119K
11.4K $444K
Jan 08, 2026 Q4 2025
Gryphon Financial Partners LLC

BUY
 -
2.85K
+ 17.11%
$107K - $117K
19.5K $759K
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
2.57K
+ 23.62%
$96.4K - $105K
13.4K $523K
Jan 08, 2026 Q4 2025
Versant Capital Management, Inc

BUY
 -
1.65K
+ 9.96%
$61.9K - $67.8K
18.2K $709K
Jan 20, 2026 Q4 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.5K
+ 1.91%
$56.3K - $61.6K
79.8K $3.11M
Jan 20, 2026 Q4 2025
Ascent Group, LLC

BUY
 -
1.07K
+ 6.98%
$40.1K - $43.9K
16.4K $637K
Jan 20, 2026 Q4 2025
Yankcom Partnership

Yankton, SD
BUY
 -
1.01K
New
$37.9K - $41.4K
1.01K $39.2K
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
791
+ 3.33%
$29.7K - $32.5K
24.6K $956K
Jan 08, 2026 Q4 2025
Traveka Wealth, LLC

San Jose, CA
BUY
 -
777
+ 11.42%
$29.2K - $31.9K
7.58K $295K
Jan 08, 2026 Q4 2025
Wedmont Private Capital

BUY
 -
609
+ 6.54%
$22.9K - $25K
9.92K $386K
Jan 14, 2026 Q4 2025
Clarius Group, LLC

Seattle, WA
BUY
 -
303
+ 2.03%
$11.4K - $12.5K
15.2K $592K
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
284
+ 3.91%
$10.7K - $11.7K
7.55K $294K
Jan 20, 2026 Q4 2025
Advisor Net Financial, Inc

BUY
 -
232
+ 493.62%
$8.71K - $9.54K
279 $10.9K
Jan 07, 2026 Q4 2025
Hilltop National Bank

Casper, WY
BUY
 -
195
+ 4.56%
$7.32K - $8.01K
4.47K $174K
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
186
+ 1.35%
$6.99K - $7.64K
14K $544K
Jan 13, 2026 Q4 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
171
+ 0.49%
$6.42K - $7.03K
35.2K $1.37M
Jan 20, 2026 Q4 2025
Independence Bank Of Kentucky

BUY
 -
166
+ 3.61%
$6.23K - $6.82K
4.77K $185K
Jan 07, 2026 Q4 2025
Harbor Investment Advisory, LLC

BUY
 -
146
New
$5.48K - $6K
146 $5.68K
Jan 13, 2026 Q4 2025
Stephens Consulting, LLC

Flint, MI
BUY
 -
132
New
$4.96K - $5.43K
132 $5.14K
Jan 08, 2026 Q4 2025
Grove Bank & Trust

BUY
 -
92
New
$3.46K - $3.78K
92 $3.58K
Jan 15, 2026 Q4 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
54
+ 10.29%
$2.03K - $2.22K
579 $22.5K
Jan 12, 2026 Q4 2025
Abound Wealth Management

Franklin, TN
BUY
 -
45
+ 22.96%
$1.69K - $1.85K
241 $9.38K
Jan 20, 2026 Q4 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
30
+ 27.78%
$1.13K - $1.23K
138 $5.37K
Jan 20, 2026 Q4 2025
Toth Financial Advisory Corp

BUY
 -
3
New
$113 - $123
3 $117
Jan 07, 2026 Q4 2025
Retirement Wealth Solutions LLC

Marshfield, WI
SELL
 -
-9
- 3.69%
$338 - $370
235 $9.15K
Jan 16, 2026 Q4 2025
First Pacific Financial

SELL
 -
-14
- 11.11%
$526 - $575
112 $4.36K
Jan 14, 2026 Q4 2025
Spire Wealth Management

SELL
 -
-62
- 0.5%
$2.33K - $2.55K
12.3K $478K
Jan 07, 2026 Q4 2025
Harbour Capital Advisors, LLC

SELL
 -
-65
- 0.4%
$2.44K - $2.67K
16.1K $628K
Jan 06, 2026 Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-70
- 1.05%
$2.63K - $2.88K
6.62K $258K
Jan 02, 2026 Q4 2025
Rosenberg Matthew Hamilton

SELL
 -
-81
- 2.95%
$3.04K - $3.33K
2.67K $104K
Jan 07, 2026 Q4 2025
Massmutual Trust CO Fsb

SELL
 -
-94
- 1.66%
$3.53K - $3.86K
5.56K $216K

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