Institutional Ownership Ubs Ag (UCIB)

This table provides information about the institutional ownership of Ubs Ag (UCIB). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 446,824 shares, which have been reported (via 13F filing form) to have a value of $11.5 Million.

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	Apr 08, 2025 Q1 2025	137,105 shares	$3.54 Million 1.15% of portfolio	Q1 2025 Added 11.49%
Envestnet Asset Management Inc	Feb 12, 2025 Q4 2024	118,934 shares	$3.07 Million 0.0% of portfolio	Q4 2024 Added 5.41%
Rhs Financial, LLC	Apr 17, 2025 Q1 2025	111,845 shares	$2.89 Million 1.72% of portfolio	Q1 2025 Reduced 1.7%
Susquehanna International Group, LLP Bala Cynwyd, PA	Feb 14, 2025 Q4 2024	23,388 shares	$603,410 0.0% of portfolio	Q4 2024 Reduced 11.28%
Bruce G. Allen Investments, LLC Denver, CO	Apr 14, 2025 Q1 2025	16,538 shares	$426,680 0.35% of portfolio	Q4 2023 New holding
Ken Fisher Fisher Asset Management, LLC \| Camas, Wa	Feb 05, 2025 Q4 2024	13,800 shares	$356,040 0.0% of portfolio	Q1 2024 New holding
Cpwm, LLC Seattle, WA	Nov 14, 2022 Q3 2022	10,270 shares	$264,966 0.02% of portfolio	Q3 2022 New holding
Ci Private Wealth, LLC Miami, FL	Feb 10, 2025 Q4 2024	10,270 shares	$264,966 0.0% of portfolio	Q4 2023 New holding
Danda Trouve Investment Management, Inc.	Oct 14, 2022 Q3 2022	1,948 shares	$50,258 0.08% of portfolio	Q2 2022 Reduced 20.97%
Covington Capital Management	Nov 14, 2022 Q3 2022	1,885 shares	$48,633 0.0% of portfolio	Q4 2021 Added 17.81%
Morgan Stanley New York, NY	Feb 14, 2025 Q4 2024	661 shares	$17,053 0.0% of portfolio	Q1 2022 Reduced 51.86%
Jpmorgan Chase & CO New York, NY	Feb 12, 2025 Q4 2024	180 shares	$4,644 0.0% of portfolio	Q3 2023 New holding
Concourse Financial Group Securities, Inc. Birmingham, AL	Feb 13, 2025 Q4 2024	0 shares	$0 0.0% of portfolio	Q4 2024 New holding

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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