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UBS Group (UBS) Institutional Ownership

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$39.54 +0.60 (+1.54%)
Closing price 03:59 PM Eastern
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$39.53 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
376
Total
Institutional Inflows
(last 12 months)
$12.09B
Number of
Institutional Sellers
(last 12 months)
261
Total
Institutional Outflows
(last 12 months)
$3.58B
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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
8/8/2025SBI Securities Co. Ltd.6,851$232K0.0%-5.9%0.000%
8/7/2025Vise Technologies Inc.57,103$1.93M0.1%N/A0.002%
8/7/2025Allworth Financial LP6,827$231K0.0%-16.1%0.000%
8/7/2025Altman Advisors Inc.71,825$2.43M0.9%+2.9%0.002%
8/7/2025Future Fund LLC24,775$838K0.4%+10.2%0.001%
8/7/2025DJE Kapital AG162,371$5.40M0.1%-64.2%0.005%
8/7/2025Acadian Asset Management LLC110,941$3.74M0.0%-79.0%0.003%
8/7/2025Campbell & CO Investment Adviser LLC119,894$4.06M0.3%N/A0.004%
8/7/2025Parkside Financial Bank & Trust1,321$45K0.0%-24.1%0.000%
8/7/2025Aviva PLC3,772,790$127.59M0.3%-0.2%0.118%
8/6/2025 Prospera Financial Services Inc18,434$623K0.0%+1.7%0.001%
8/6/2025 Fox Run Management L.L.C.8,573$290K0.0%N/A0.000%
8/6/2025 Metis Global Partners LLC106,313$3.60M0.1%+8.0%0.003%
8/6/2025 Savant Capital LLC9,831$332K0.0%+13.4%0.000%
8/6/2025 Golden State Wealth Management LLC3,199$108K0.0%-21.4%0.000%
8/6/2025 Sienna Gestion577,949$17.79M1.2%N/A0.018%
8/6/2025 Helios Capital Management PTE. Ltd.136,000$4.60M3.5%+21.4%0.004%
8/6/2025 Atlantic Union Bankshares Corp2,564$87K0.0%N/A0.000%
8/6/2025 Genus Capital Management Inc.6,620$224K0.0%-4.5%0.000%
8/6/2025 Simmons Bank8,770$297K0.0%-46.4%0.000%
8/5/2025 Transatlantique Private Wealth LLC53,878$1.82M0.7%+26.6%0.002%
8/5/2025 Levin Capital Strategies L.P.720,476$24.37M2.4%+74.6%0.022%
8/5/2025 Connable Office Inc.25,409$859K0.1%-6.9%0.001%
8/5/2025 Bank of New York Mellon Corp8,247,213$278.92M0.1%-2.9%0.257%
8/5/2025 Westside Investment Management Inc.1,137$38K0.0%+535.2%0.000%
8/5/2025 Bank of Montreal Can2,674,414$90.54M0.0%+40.3%0.083%
8/5/2025 Mission Wealth Management LP11,874$402K0.0%-5.6%0.000%
8/5/2025 swisspartners Advisors Ltd14,000$473K0.4%-78.9%0.000%
8/5/2025 Plato Investment Management Ltd84,458$2.84M0.2%+1.5%0.003%
8/5/2025 ANTIPODES PARTNERS Ltd2,432,229$82.05M2.5%-9.4%0.076%
8/4/2025 Syverson Strege & Co6,891$233K0.1%N/A0.000%
8/4/2025 Haven Private LLC8,516$288K0.1%N/A0.000%
8/4/2025 GAM Holding AG859,043$28.98M2.0%N/A0.027%
8/4/2025 Pinnacle Associates Ltd.26,555$898K0.0%+23.9%0.001%
8/4/2025 Mesirow Financial Investment Management Inc.9,405$318K0.0%-18.5%0.000%
8/4/2025 Simon Quick Advisors LLC11,219$379K0.0%+36.7%0.000%
8/4/2025 Atria Investments Inc38,158$1.29M0.0%-32.5%0.001%
8/4/2025 Assetmark Inc.34,363$1.16M0.0%+66.1%0.001%
8/4/2025 Keybank National Association OH7,433$251K0.0%+6.7%0.000%
8/4/2025 Hantz Financial Services Inc.75,232$2.54M0.0%-0.9%0.002%
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8/4/2025 Arkadios Wealth Advisors9,576$324K0.0%-3.6%0.000%
8/1/2025 Zhang Financial LLC8,515$288K0.0%-4.6%0.000%
8/1/2025 Y Intercept Hong Kong Ltd65,204$2.21M0.1%N/A0.002%
8/1/2025 Bessemer Group Inc.67,727$2.29M0.0%+6.2%0.002%
8/1/2025 Envestnet Asset Management Inc.1,628,308$55.07M0.0%-5.1%0.051%
7/31/2025 Oppenheimer Asset Management Inc.19,795$669K0.0%+14.9%0.001%
7/31/2025 Ingalls & Snyder LLC150,061$5.08M0.2%N/A0.005%
7/31/2025 MQS Management LLC7,825$265K0.1%N/A0.000%
7/31/2025 NatWest Group plc92,787$3.14M0.9%-53.8%0.003%
7/31/2025 Sage Mountain Advisors LLC10,591$358K0.0%-2.9%0.000%
7/31/2025 ARGA Investment Management LP7,289,109$246.68M6.7%+0.9%0.227%
7/30/2025 Bleakley Financial Group LLC18,506$626K0.0%+22.8%0.001%
7/30/2025 Freedom Investment Management Inc.11,803$399K0.0%+3.3%0.000%
7/30/2025 Forum Financial Management LP56,356$1.91M0.0%-17.3%0.002%
7/30/2025 Ethic Inc.27,845$931K0.0%+4.3%0.001%
7/30/2025 Rehmann Capital Advisory Group17,724$599K0.0%-20.4%0.001%
7/30/2025 Cullen Frost Bankers Inc.30,923$1.05M0.0%+354.9%0.001%
7/30/2025 Legacy Wealth Asset Management LLC83,370$2.82M0.7%+38.9%0.003%
7/30/2025 Liberty One Investment Management LLC20,480$693K0.1%-4.2%0.001%
7/30/2025 DekaBank Deutsche Girozentrale4,269,505$144.14M0.3%-2.2%0.133%
7/29/2025 Beverly Hills Private Wealth LLC38,192$1.29M0.2%-10.8%0.001%
7/29/2025 TrueMark Investments LLC75,686$2.56M0.6%+18.3%0.002%
7/29/2025 First National Bank of Hutchinson12,883$436K0.3%+4.0%0.000%
7/29/2025 Werba Rubin Papier Wealth Management8,400$284K0.1%+4.3%0.000%
7/29/2025 WCM Investment Management LLC5,221,697$174.61M0.4%-1.6%0.163%
7/28/2025 Allianz Asset Management GmbH4,174,157$140.80M0.2%+1.0%0.130%
7/28/2025 Generali Asset Management SPA SGR1,957,087$66.19M1.5%+25.4%0.061%
7/28/2025 Granite Group Advisors LLC6,437$218K0.1%N/A0.000%
7/28/2025 Ritholtz Wealth Management144,231$4.88M0.1%-20.4%0.004%
7/28/2025 Bayforest Capital Ltd22,622$765K0.3%N/A0.001%
7/28/2025 Sagespring Wealth Partners LLC12,390$419K0.0%-26.9%0.000%
7/28/2025Equitable Trust Co.75,285$2.55M0.1%+1.5%0.002%
7/28/2025 TD Asset Management Inc1,114,841$37.61M0.0%+3.0%0.035%
7/25/2025 Envestnet Portfolio Solutions Inc.15,980$540K0.0%-28.6%0.000%
7/25/2025 Sequoia Financial Advisors LLC34,541$1.17M0.0%-7.3%0.001%
7/25/2025 Yousif Capital Management LLC57,675$1.95M0.0%+7.1%0.002%
7/25/2025 Pzena Investment Management LLC30,902,392$1.05B3.4%+5.3%0.964%
7/25/2025 Allspring Global Investments Holdings LLC17,782$603K0.0%-52.4%0.001%
7/25/2025 Mitchell Capital Management Co.96,483$3.48M0.6%-12.6%0.003%
7/25/2025 CWM LLC6,566$222K0.0%-4.5%0.000%
7/25/2025 Vanguard Personalized Indexing Management LLC181,097$6.13M0.1%-5.3%0.006%
7/25/2025 Concurrent Investment Advisors LLC10,134$343K0.0%+10.8%0.000%
7/24/2025 Brucke Financial Inc.18,866$638K0.4%-4.1%0.001%
7/24/2025 Blue Trust Inc.22,334$755K0.0%-27.4%0.001%
7/24/2025 IFP Advisors Inc5,187$175K0.0%-5.2%0.000%
7/24/2025 Callan Family Office LLC57,031$1.93M0.1%+150.7%0.002%
7/24/2025 Blair William & Co. IL9,047$306K0.0%-4.2%0.000%
7/24/2025 US Bancorp DE96,411$3.26M0.0%-8.9%0.003%
7/23/2025 Maryland State Retirement & Pension System302,560$10.24M0.2%-27.6%0.009%
7/23/2025 Optas LLC9,948$336K0.1%-26.9%0.000%
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7/23/2025 Sax Wealth Advisors LLC13,774$466K0.0%-5.9%0.000%
7/23/2025 Venturi Wealth Management LLC9,947$336K0.0%+23.0%0.000%
7/22/2025 Valeo Financial Advisors LLC14,102$477K0.0%-5.6%0.000%
7/22/2025 DAVENPORT & Co LLC9,243$313K0.0%-35.2%0.000%
7/22/2025 Orca Wealth Management LLC61,113$2.07M1.7%+1.9%0.002%
7/22/2025 Brown Miller Wealth Management LLC5,956$201K0.1%-16.8%0.000%
7/22/2025 Highland Capital Management LLC86,756$2.93M0.2%-2.0%0.003%
7/22/2025 Clarius Group LLC22,227$751K0.0%-7.5%0.001%
7/22/2025 Checchi Capital Advisers LLC24,581$831K0.0%-2.8%0.001%
7/22/2025 AMF Tjanstepension AB708,033$23.95M0.2%+12.6%0.022%
(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, 621 institutional investors and hedge funds held shares of UBS Group. The most heavily invested institutionals were Norges Bank ($5.59B), Vanguard Group Inc. ($4.04B), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.29B), Massachusetts Financial Services Co. MA ($2.28B), Dodge & Cox ($2.22B), Credit Suisse AG ($2.09B), and FMR LLC ($1.70B).Learn more on UBS Group's institutional investors.

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

Of the 535 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 ($344.38M), 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 399,122,153 shares in the last 24 months. This purchase volume represents approximately $12.12B in transactions.

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

Of the 261 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 ($26.14M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($15.51M), Bank of Montreal Can ($8.02M), Legal & General Group Plc ($7.08M), Acadian Asset Management LLC ($6.69M), FMR LLC ($6.41M), and Zurcher Kantonalbank Zurich Cantonalbank ($5.97M).

How much institutional selling is happening at UBS Group?

Institutional investors have sold a total of 117,029,108 shares in the last 24 months. This volume of shares sold represents approximately $3.59B in transactions.


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