UBS Group AG - UBS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | History | New | 66,000 | 66 | 0.02% | — | 1 | +66,000 | New | Q3 2025 | Oct 23, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.03% | — | -3,057,000 | -100.0% | Q2 2024 | Aug 12, 2024 |