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UBS Group (UBS) Institutional Ownership

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$40.66 -0.25 (-0.61%)
Closing price 10/8/2025 03:59 PM Eastern
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$40.21 -0.45 (-1.10%)
As of 05:42 AM Eastern
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
394
Total
Institutional Inflows
(last 12 months)
$16.67B
Number of
Institutional Sellers
(last 12 months)
283
Total
Institutional Outflows
(last 12 months)
$5.39B
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UBS Institutional Buying and Selling by Quarter

UBS Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Hilltop National Bank4,275$175K0.0%+21.1%0.000%
10/8/2025NatWest Group plc33,219$1.36M0.3%-64.2%0.001%
10/8/2025M.E. Allison & CO. Inc.10,560$433K0.3%-9.4%0.000%
10/7/2025 Northside Capital Management LLC25,655$1.05M0.1%-40.0%0.001%
10/7/2025 Assenagon Asset Management S.A.248,546$10.16M0.0%+14.2%0.008%
10/6/2025 Gradient Investments LLC30,940$1.27M0.0%+60.9%0.001%
10/2/2025 GAMMA Investing LLC1,300$53K0.0%+52.9%0.000%
10/2/2025 Investors Research Corp10,311$423K0.1%-7.3%0.000%
10/1/2025 Park National Corp OH9,178$376K0.0%+17.8%0.000%
9/26/2025Corient Private Wealth LLC95,681$3.24M0.0%+29.6%0.003%
9/12/2025Valeo Financial Advisors LLC14,102$477K0.0%-5.6%0.000%
9/4/2025Osaic Holdings Inc.32,345$1.09M0.0%+19.6%0.001%
8/27/2025Orion Porfolio Solutions LLC95,852$3.24M0.0%-11.7%0.003%
8/26/2025Thrivent Financial for Lutherans1,061,842$35.81M0.1%+6,413.6%0.033%
8/25/2025Neuberger Berman Group LLC181,910$6.14M0.0%+14.9%0.006%
8/19/2025B. Riley Wealth Advisors Inc.26,560$898K0.0%N/A0.001%
8/19/2025Liontrust Investment Partners LLP2,128,894$71.81M1.0%-22.4%0.066%
8/19/2025Pitcairn Co.44,334$1.50M0.1%-33.9%0.001%
8/16/2025Public Sector Pension Investment Board2,644,750$89.21M0.4%-0.4%0.082%
8/16/2025Evergreen Capital Management LLC28,618$968K0.0%-5.2%0.001%
8/15/2025CANADA LIFE ASSURANCE Co2,904,401$98.10M0.2%+31.1%0.091%
8/15/2025Tower Research Capital LLC TRC 18,941$641K0.0%-23.9%0.001%
8/15/2025SkyView Investment Advisors LLC19,487$652K0.1%-1.3%0.001%
8/15/2025Corient Private Wealth LLC184,012$6.22M0.0%+149.2%0.006%
8/15/2025State of Tennessee Department of Treasury1,906,828$64.32M0.2%+2.3%0.059%
8/15/2025Captrust Financial Advisors2,137,497$72.29M0.2%+0.7%0.067%
8/15/2025Keel Point LLC9,488$321K0.0%+3.8%0.000%
8/15/2025Alaethes Wealth LLC75,126$2.54M0.8%+3.2%0.002%
8/15/2025Vident Advisory LLC121,820$4.12M0.0%-2.1%0.004%
8/15/2025Smartleaf Asset Management LLC7,679$257K0.0%-38.4%0.000%
8/15/2025Snowden Capital Advisors LLC35,319$1.19M0.0%-3.0%0.001%
8/15/2025Royal London Asset Management Ltd.4,395,785$148.67M0.3%-36.0%0.137%
8/15/2025Orion Porfolio Solutions LLC95,852$3.24M0.0%-11.7%0.003%
8/15/2025MML Investors Services LLC97,960$3.31M0.0%-4.6%0.003%
8/15/2025Moore Capital Management LP2,465,661$83.45M1.0%+71.0%0.077%
8/15/2025Henry James International Management Inc.372,723$12.61M4.1%-9.3%0.012%
8/15/2025ICONIQ Capital LLC13,488$456K0.0%-30.5%0.000%
8/15/2025Fullerton Fund Management Co Ltd.745,363$25.14M1.0%-34.0%0.023%
8/15/2025EP Wealth Advisors LLC7,638$258K0.0%N/A0.000%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp11,344$384K0.0%-12.9%0.000%
8/15/2025AQR Capital Management LLC139,033$4.70M0.0%+121.0%0.004%
8/15/2025Ameriprise Financial Inc.3,262,619$112.00M0.0%+7.8%0.102%
8/14/2025PDT Partners LLC305,378$10.34M0.6%N/A0.010%
8/14/2025Viking Global Investors LP2,580,412$87.32M0.3%N/A0.080%
8/14/2025Raymond James Financial Inc.521,054$17.62M0.0%-34.3%0.016%
8/14/2025Worldquant Millennium Advisors LLC878,317$29.73M0.1%+30.7%0.027%
8/14/2025Canada Pension Plan Investment Board6,403,636$216.79M0.2%+17.0%0.200%
8/14/2025Quantinno Capital Management LP299,953$10.14M0.0%+4.9%0.009%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,045$170K0.0%+11.7%0.000%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main7,001,057$236.11M0.2%-68.5%0.218%
8/14/2025Diversify Advisory Services LLC7,546$255K0.0%-44.6%0.000%
8/14/2025Alliancebernstein L.P.541,095$18.30M0.0%-6.6%0.017%
8/14/2025Seven Mile Advisory6,514$220K0.1%-14.9%0.000%
8/14/2025Cevian Capital II GP LTD48,117,675$1.63B57.4%+9.9%1.501%
8/14/2025The Manufacturers Life Insurance Company 1,421,985$47.79M0.0%-1.2%0.044%
8/14/2025Sei Investments Co.145,847$4.93M0.0%-34.9%0.005%
8/14/2025Nebula Research & Development LLC98,175$3.32M0.3%+55.6%0.003%
8/14/2025RBF Capital LLC348,859$11.80M0.6%+7.3%0.011%
8/14/2025NewEdge Advisors LLC48,654$1.65M0.0%+16.5%0.002%
8/14/2025Integrated Investment Consultants LLC5,981$202K0.0%N/A0.000%
8/14/2025Stamos Capital Partners L.P.70,464$2.38M0.4%+54.4%0.002%
8/14/2025AXA S.A.3,614,786$122.25M0.4%-28.6%0.113%
8/14/2025Nekton Capital Ltd.77,510$2.62M5.3%N/A0.002%
8/14/2025SVB Wealth LLC6,531$221K0.0%-44.7%0.000%
8/14/2025Ossiam84,740$2.86M0.0%+2.6%0.003%
8/14/2025Baker Avenue Asset Management LP509,982$17.25M0.5%-0.5%0.016%
8/14/2025Cerity Partners LLC167,275$5.66M0.0%-3.3%0.005%
8/13/2025Gabelli Funds LLC35,000$1.18M0.0%+2.9%0.001%
8/13/2025Quantum Portfolio Management LLC11,718$396K0.2%-32.1%0.000%
8/13/2025Cresset Asset Management LLC16,888$571K0.0%-14.6%0.001%
8/13/2025Brown Advisory Inc.6,051$205K0.0%N/A0.000%
8/13/2025Amundi20,346,519$707.45M0.2%+18.2%0.635%
8/13/2025Mirabella Financial Services LLP109,430$3.70M0.4%N/A0.003%
8/13/2025Dodge & Cox45,635,942$1.54B0.9%-37.1%1.423%
8/13/2025EverSource Wealth Advisors LLC11,149$377K0.0%+16.7%0.000%
8/13/2025Invesco Ltd.1,633,951$55.26M0.0%-17.8%0.051%
8/13/2025Twin Peaks Wealth Advisors LLC978$33K0.0%N/A0.000%
8/13/2025RPg Family Wealth Advisory LLC155,348$5.25M1.4%-44.9%0.005%
8/13/2025Groupe la Francaise119,479$4.03M0.1%+39.5%0.004%
8/13/2025Arrowstreet Capital Limited Partnership18,739,159$634.21M0.4%+6.7%0.584%
8/13/2025M&T Bank Corp298,111$10.09M0.0%+6.2%0.009%
8/13/2025Brandes Investment Partners LP1,754,446$59.34M0.5%+11.5%0.055%
8/13/2025Fisher Asset Management LLC58,424,089$1.98B0.8%+16.9%1.822%
8/13/2025Channing Global Advisors LLC741,861$25.03M16.1%-0.5%0.023%
8/13/2025West Family Investments Inc.6,810$230K0.1%-28.6%0.000%
8/13/2025Mackenzie Financial Corp767,981$26M0.0%-32.7%0.024%
8/13/2025Neuberger Berman Group LLC181,910$6.14M0.0%+14.9%0.006%
8/13/2025Norges Bank144,091,392$4.88B0.6%N/A4.494%
8/13/2025Patient Capital Management LLC1,937,639$65.53M3.0%-5.2%0.060%
8/13/2025Hsbc Holdings PLC1,720,276$58.00M0.0%+10.2%0.054%
8/13/2025Capital Fund Management S.A.37,132$1.26M0.0%N/A0.001%
8/13/2025Northwestern Mutual Wealth Management Co.63,304$2.14M0.0%+16.3%0.002%
8/13/2025Groupama Asset Managment145,805$4.93M0.0%-2.4%0.005%
8/13/2025Korea Investment CORP1,803,655$60.84M0.1%-21.9%0.056%
8/13/2025Elevation Point Wealth Partners LLC36,958$1.25M0.1%-1.5%0.001%
8/13/2025Quadrant Capital Group LLC106,855$3.61M0.1%-9.7%0.003%
8/13/2025Fortress Financial Solutions LLC6,528$221K0.3%N/A0.000%
8/13/2025Choreo LLC64,425$2.18M0.0%+24.6%0.002%
8/13/2025Russell Investments Group Ltd.7,750,678$261.45M0.3%-0.7%0.242%
8/12/2025Advisors Asset Management Inc.33,200$1.12M0.0%+19.3%0.001%
(Data available from 1/1/2016 forward)

UBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UBS shares?

During the previous two years, 622 institutional investors and hedge funds held shares of UBS Group. The most heavily invested institutionals were Norges Bank ($4.88B), Vanguard Group Inc. ($4.60B), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.29B), Massachusetts Financial Services Co. MA ($2.16B), Fisher Asset Management LLC ($1.98B), FMR LLC ($1.70B), and Zurcher Kantonalbank Zurich Cantonalbank ($1.69B).Learn more on UBS Group's institutional investors.

Which institutional investors have been buying UBS Group's stock?

Of the 538 institutional investors that purchased UBS Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($488.47M), Legal & General Group Plc ($41.03M), FMR LLC ($26.71M), Pzena Investment Management LLC ($26.71M), Zurcher Kantonalbank Zurich Cantonalbank ($19.45M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($18.19M), and Goldman Sachs Group Inc. ($17.68M).

How much institutional buying is happening at UBS Group?

Institutional investors have bought a total of 527,180,294 shares in the last 24 months. This purchase volume represents approximately $16.66B in transactions.

Which of UBS Group's major shareholders have been selling company stock?

Of the 283 institutional investors that sold UBS Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($34.19M), Dodge & Cox ($27.86M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($15.51M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($15.26M), Legal & General Group Plc ($9.46M), Acadian Asset Management LLC ($6.69M), and FMR LLC ($6.41M).

How much institutional selling is happening at UBS Group?

Institutional investors have sold a total of 168,641,702 shares in the last 24 months. This volume of shares sold represents approximately $5.39B in transactions.


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This page (NYSE:UBS) was last updated on 10/9/2025 by MarketBeat.com Staff
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