Wealth Alliance Advisory Group, LLC - UBS GROUP AG ownership

UBS GROUP AG's ticker is UBS and the CUSIP is H42097107. A total of 532 filers reported holding UBS GROUP AG in Q4 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wealth Alliance Advisory Group, LLC ownership history of UBS GROUP AG
ValueSharesWeighting
Q2 2024$1,877,769
-3.8%
63,5670.0%0.42%
-6.6%
Q1 2024$1,952,778
-0.9%
63,567
-0.3%
0.45%
-11.9%
Q4 2023$1,969,690
+25.4%
63,7440.0%0.51%
+10.3%
Q3 2023$1,571,290
+21.6%
63,7440.0%0.47%
+2.2%
Q2 2023$1,292,091
-5.0%
63,744
+0.0%
0.46%
-10.4%
Q1 2023$1,360,276
+14.3%
63,7430.0%0.51%
+11.9%
Q4 2022$1,190,082
-15.6%
63,743
-34.4%
0.46%
-26.8%
Q3 2022$1,410,000
-10.6%
97,149
-0.1%
0.62%
-16.5%
Q2 2022$1,577,000
-17.0%
97,2130.0%0.74%
-9.6%
Q1 2022$1,900,000
+9.4%
97,2130.0%0.82%
+9.1%
Q4 2021$1,737,000
+11.8%
97,213
-0.3%
0.76%0.0%
Q3 2021$1,554,000
+3.9%
97,4880.0%0.76%
+3.9%
Q2 2021$1,495,000
-1.3%
97,4880.0%0.73%
-6.3%
Q1 2021$1,514,000
+9.9%
97,4880.0%0.78%
+4.2%
Q4 2020$1,378,000
+26.8%
97,4880.0%0.74%
+15.9%
Q3 2020$1,087,000
-3.4%
97,4880.0%0.64%
-6.7%
Q2 2020$1,125,000
+24.6%
97,4880.0%0.69%
-1.7%
Q1 2020$903,000
-26.3%
97,4880.0%0.70%
+0.1%
Q4 2019$1,226,000
+13.3%
97,4880.0%0.70%
+4.0%
Q3 2019$1,082,000
-8.7%
97,488
-0.0%
0.67%
-7.8%
Q2 2019$1,185,000
-3.3%
97,494
-2.8%
0.73%
-7.6%
Q1 2019$1,225,000
-1.3%
100,2650.0%0.79%
-15.0%
Q4 2018$1,241,000
-22.3%
100,265
-1.3%
0.93%
+13.6%
Q3 2018$1,598,000
+2.4%
101,616
-0.1%
0.82%
-4.4%
Q2 2018$1,561,000
-13.2%
101,736
-0.1%
0.86%
-18.2%
Q1 2018$1,799,000
-3.0%
101,888
+1.0%
1.05%
-37.1%
Q4 2017$1,854,000100,8421.66%
Other shareholders
UBS GROUP AG shareholders Q4 2023
NameSharesValueWeighting ↓
Zurcher Kantonalbank (Zurich Cantonalbank) 36,906,216$569,604,0005.08%
EXANE DERIVATIVES 1,172,516$18,108,756,0003.02%
Exane Asset Management 407,080$6,539,310,0002.83%
EXANE DERIVATIVES 33,717$14,094,603,0002.35%
EXANE DERIVATIVES 91,522$14,094,603,0002.35%
JABODON PT CO 164,257$2,520,0002.28%
NEW VERNON INVESTMENT MANAGEMENT LLC 110,000$1,687,0001.92%
Greenwich Investment Management, Inc. 118,775$1,822,0001.88%
FLOSSBACH VON STORCH AG 11,755,850$181,927,0001.78%
LMR Partners LLP 2,115,563$32,729,0001.70%
View complete list of UBS GROUP AG shareholders