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UBS Group (UBS) Institutional Ownership

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$40.62 +0.47 (+1.16%)
Closing price 03:59 PM Eastern
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$40.70 +0.07 (+0.17%)
As of 07:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
393
Total
Institutional Inflows
(last 12 months)
$16.67B
Number of
Institutional Sellers
(last 12 months)
281
Total
Institutional Outflows
(last 12 months)
$5.38B
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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
8/27/2025 Orion Porfolio Solutions LLC95,852$3.24M0.0%-11.7%0.003%
8/26/2025 Thrivent Financial for Lutherans1,061,842$35.81M0.1%+6,413.6%0.033%
8/25/2025 Neuberger Berman Group LLC181,910$6.14M0.0%+14.9%0.006%
8/19/2025 B. Riley Wealth Advisors Inc.26,560$898K0.0%N/A0.001%
8/19/2025 Liontrust Investment Partners LLP2,128,894$71.81M1.0%-22.4%0.066%
8/19/2025 Pitcairn Co.44,334$1.50M0.1%-33.9%0.001%
8/16/2025 Public Sector Pension Investment Board2,644,750$89.21M0.4%-0.4%0.082%
8/16/2025 Evergreen Capital Management LLC28,618$968K0.0%-5.2%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co2,904,401$98.10M0.2%+31.1%0.091%
8/15/2025 Tower Research Capital LLC TRC 18,941$641K0.0%-23.9%0.001%
8/15/2025 SkyView Investment Advisors LLC19,487$652K0.1%-1.3%0.001%
8/15/2025 Corient Private Wealth LLC184,012$6.22M0.0%+149.2%0.006%
8/15/2025 State of Tennessee Department of Treasury1,906,828$64.32M0.2%+2.3%0.059%
8/15/2025 Captrust Financial Advisors2,137,497$72.29M0.2%+0.7%0.067%
8/15/2025 Keel Point LLC9,488$321K0.0%+3.8%0.000%
8/15/2025 Alaethes Wealth LLC75,126$2.54M0.8%+3.2%0.002%
8/15/2025 Vident Advisory LLC121,820$4.12M0.0%-2.1%0.004%
8/15/2025 Smartleaf Asset Management LLC7,679$257K0.0%-38.4%0.000%
8/15/2025 Snowden Capital Advisors LLC35,319$1.19M0.0%-3.0%0.001%
8/15/2025 Royal London Asset Management Ltd.4,395,785$148.67M0.3%-36.0%0.137%
8/15/2025 Orion Porfolio Solutions LLC95,852$3.24M0.0%-11.7%0.003%
8/15/2025 MML Investors Services LLC97,960$3.31M0.0%-4.6%0.003%
8/15/2025 Moore Capital Management LP2,465,661$83.45M1.0%+71.0%0.077%
8/15/2025 Henry James International Management Inc.372,723$12.61M4.1%-9.3%0.012%
8/15/2025 ICONIQ Capital LLC13,488$456K0.0%-30.5%0.000%
8/15/2025 Fullerton Fund Management Co Ltd.745,363$25.14M1.0%-34.0%0.023%
8/15/2025 EP Wealth Advisors LLC7,638$258K0.0%N/A0.000%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp11,344$384K0.0%-12.9%0.000%
8/15/2025 AQR Capital Management LLC139,033$4.70M0.0%+121.0%0.004%
8/15/2025 Ameriprise Financial Inc.3,262,619$112.00M0.0%+7.8%0.102%
8/14/2025 PDT Partners LLC305,378$10.34M0.6%N/A0.010%
8/14/2025 Viking Global Investors LP2,580,412$87.32M0.3%N/A0.080%
8/14/2025 Raymond James Financial Inc.521,054$17.62M0.0%-34.3%0.016%
8/14/2025 Worldquant Millennium Advisors LLC878,317$29.73M0.1%+30.7%0.027%
8/14/2025 Canada Pension Plan Investment Board6,403,636$216.79M0.2%+17.0%0.200%
8/14/2025 Quantinno Capital Management LP299,953$10.14M0.0%+4.9%0.009%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,045$170K0.0%+11.7%0.000%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main7,001,057$236.11M0.2%-68.5%0.218%
8/14/2025 Diversify Advisory Services LLC7,546$255K0.0%-44.6%0.000%
8/14/2025 Alliancebernstein L.P.541,095$18.30M0.0%-6.6%0.017%
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8/14/2025 Seven Mile Advisory6,514$220K0.1%-14.9%0.000%
8/14/2025 Cevian Capital II GP LTD48,117,675$1.63B57.4%+9.9%1.501%
8/14/2025 The Manufacturers Life Insurance Company 1,421,985$47.79M0.0%-1.2%0.044%
8/14/2025 Sei Investments Co.145,847$4.93M0.0%-34.9%0.005%
8/14/2025 Nebula Research & Development LLC98,175$3.32M0.3%+55.6%0.003%
8/14/2025 RBF Capital LLC348,859$11.80M0.6%+7.3%0.011%
8/14/2025 NewEdge Advisors LLC48,654$1.65M0.0%+16.5%0.002%
8/14/2025 Integrated Investment Consultants LLC5,981$202K0.0%N/A0.000%
8/14/2025 Stamos Capital Partners L.P.70,464$2.38M0.4%+54.4%0.002%
8/14/2025 AXA S.A.3,614,786$122.25M0.4%-28.6%0.113%
8/14/2025 Nekton Capital Ltd.77,510$2.62M5.3%N/A0.002%
8/14/2025 SVB Wealth LLC6,531$221K0.0%-44.7%0.000%
8/14/2025 Ossiam84,740$2.86M0.0%+2.6%0.003%
8/14/2025 Baker Avenue Asset Management LP509,982$17.25M0.5%-0.5%0.016%
8/14/2025 Cerity Partners LLC167,275$5.66M0.0%-3.3%0.005%
8/13/2025 Gabelli Funds LLC35,000$1.18M0.0%+2.9%0.001%
8/13/2025 Quantum Portfolio Management LLC11,718$396K0.2%-32.1%0.000%
8/13/2025 Cresset Asset Management LLC16,888$571K0.0%-14.6%0.001%
8/13/2025 Brown Advisory Inc.6,051$205K0.0%N/A0.000%
8/13/2025 Amundi20,346,519$707.45M0.2%+18.2%0.635%
8/13/2025 Mirabella Financial Services LLP109,430$3.70M0.4%N/A0.003%
8/13/2025 Dodge & Cox45,635,942$1.54B0.9%-37.1%1.423%
8/13/2025 EverSource Wealth Advisors LLC11,149$377K0.0%+16.7%0.000%
8/13/2025 Invesco Ltd.1,633,951$55.26M0.0%-17.8%0.051%
8/13/2025 Twin Peaks Wealth Advisors LLC978$33K0.0%N/A0.000%
8/13/2025 RPg Family Wealth Advisory LLC155,348$5.25M1.4%-44.9%0.005%
8/13/2025 Groupe la Francaise119,479$4.03M0.1%+39.5%0.004%
8/13/2025 Arrowstreet Capital Limited Partnership18,739,159$634.21M0.4%+6.7%0.584%
8/13/2025 M&T Bank Corp298,111$10.09M0.0%+6.2%0.009%
8/13/2025 Brandes Investment Partners LP1,754,446$59.34M0.5%+11.5%0.055%
8/13/2025 Fisher Asset Management LLC58,424,089$1.98B0.8%+16.9%1.822%
8/13/2025 Channing Global Advisors LLC741,861$25.03M16.1%-0.5%0.023%
8/13/2025 West Family Investments Inc.6,810$230K0.1%-28.6%0.000%
8/13/2025 Mackenzie Financial Corp767,981$26M0.0%-32.7%0.024%
8/13/2025 Neuberger Berman Group LLC181,910$6.14M0.0%+14.9%0.006%
8/13/2025 Norges Bank144,091,392$4.88B0.6%N/A4.494%
8/13/2025 Patient Capital Management LLC1,937,639$65.53M3.0%-5.2%0.060%
8/13/2025 Hsbc Holdings PLC1,720,276$58.00M0.0%+10.2%0.054%
8/13/2025 Capital Fund Management S.A.37,132$1.26M0.0%N/A0.001%
8/13/2025 Northwestern Mutual Wealth Management Co.63,304$2.14M0.0%+16.3%0.002%
8/13/2025 Groupama Asset Managment145,805$4.93M0.0%-2.4%0.005%
8/13/2025 Korea Investment CORP1,803,655$60.84M0.1%-21.9%0.056%
8/13/2025 Elevation Point Wealth Partners LLC36,958$1.25M0.1%-1.5%0.001%
8/13/2025 Quadrant Capital Group LLC106,855$3.61M0.1%-9.7%0.003%
8/13/2025 Fortress Financial Solutions LLC6,528$221K0.3%N/A0.000%
8/13/2025 Choreo LLC64,425$2.18M0.0%+24.6%0.002%
8/13/2025 Russell Investments Group Ltd.7,750,678$261.45M0.3%-0.7%0.242%
8/12/2025 Advisors Asset Management Inc.33,200$1.12M0.0%+19.3%0.001%
8/12/2025 Edmond DE Rothschild Holding S.A.674,660$22.71M0.4%+28.4%0.021%
8/12/2025 Steward Partners Investment Advisory LLC10,488$355K0.0%+162.7%0.000%
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
8/12/2025 Summit Global Investments53,198$1.80M0.1%-17.2%0.002%
8/12/2025 Longfellow Investment Management Co. LLC41,675$1.41M0.3%N/A0.001%
8/12/2025 Coldstream Capital Management Inc.26,179$885K0.0%+1.1%0.001%
8/12/2025 American Century Companies Inc.1,248,597$42.23M0.0%+1.1%0.039%
8/12/2025 Cozad Asset Management Inc.6,020$204K0.0%N/A0.000%
8/12/2025 Rhumbline Advisers44,451$1.50M0.0%+4.5%0.001%
8/12/2025 AlphaCore Capital LLC2,077$70K0.0%N/A0.000%
8/12/2025 Journey Strategic Wealth LLC8,794$297K0.0%-3.6%0.000%
8/12/2025 Franklin Resources Inc.637,302$21.65M0.0%-71.2%0.020%
8/12/2025 Mediolanum International Funds Ltd69,440$2.33M0.0%-60.8%0.002%
(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 527,522,719 shares in the last 24 months. This purchase volume represents approximately $16.67B in transactions.

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

Of the 281 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 168,610,974 shares in the last 24 months. This volume of shares sold represents approximately $5.38B in transactions.


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This page (NYSE:UBS) was last updated on 8/28/2025 by MarketBeat.com Staff
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