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UBS Group (UBS) Institutional Ownership

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$32.28 -1.47 (-4.36%)
Closing price 05/20/2025 03:58 PM Eastern
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$32.40 +0.13 (+0.39%)
As of 07:07 AM Eastern
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
368
Total
Institutional Inflows
(last 12 months)
$12.21B
Number of
Institutional Sellers
(last 12 months)
236
Total
Institutional Outflows
(last 12 months)
$3.31B
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UBS Institutional Buying and Selling by Quarter

UBS Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Belpointe Asset Management LLC20,850$639K0.0%N/A0.001%
5/20/2025Fortis Capital Advisors LLC20,850$639K0.1%N/A0.001%
5/20/2025 Focus Partners Wealth14,111$432K0.0%+11.6%0.000%
5/20/2025Plato Investment Management Ltd83,183$2.55M0.2%-22.6%0.003%
5/19/2025 Alaethes Wealth LLC72,821$2.23M0.8%+1.5%0.002%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC74,893,429$2.29B0.6%+1.9%2.336%
5/16/2025 Zurich Insurance Group Ltd FI808,482$24.58M0.2%-5.5%0.025%
5/16/2025 Logan Capital Management Inc.6,666$204K0.0%-92.6%0.000%
5/16/2025 Ascent Group LLC15,233$467K0.0%+43.5%0.000%
5/16/2025 Great Lakes Advisors LLC74,119$2.27M0.0%+6.2%0.002%
5/16/2025 Jones Financial Companies Lllp1,167$36K0.0%-94.7%0.000%
5/16/2025 Parkwood LLC184,105$5.59M0.5%-7.7%0.006%
5/16/2025 Permanens Capital L.P.130,697$4.00M0.7%N/A0.004%
5/16/2025 NatWest Group plc201,009$6.16M1.8%+1.6%0.006%
5/16/2025 NewEdge Advisors LLC41,772$1.28M0.0%+3.1%0.001%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,518$137K0.0%+18.6%0.000%
5/16/2025 Integrated Wealth Concepts LLC63,317$1.94M0.0%-3.9%0.002%
5/16/2025 Edmond DE Rothschild Holding S.A.525,503$16.02M0.3%-4.2%0.016%
5/16/2025 Alliancebernstein L.P.579,291$17.74M0.0%+0.9%0.018%
5/16/2025 AQR Capital Management LLC62,912$1.93M0.0%+73.9%0.002%
5/16/2025 Advisors Asset Management Inc.27,838$853K0.0%-9.4%0.001%
5/16/2025 Amundi17,220,775$485.97M0.2%+2.8%0.537%
5/16/2025 Aprio Wealth Management LLC13,088$401K0.1%+15.0%0.000%
5/15/2025 Cigna Investments Inc. New60,660$1.84M0.3%-1.0%0.002%
5/15/2025 Royal Bank of Canada7,575,602$232.04M0.0%-9.4%0.236%
5/15/2025 Quarry LP1,218$37K0.0%N/A0.000%
5/15/2025 Nomura Holdings Inc.8,220$252K0.0%N/A0.000%
5/15/2025 Pinnacle Wealth Planning Services Inc.10,968$336K0.1%+14.4%0.000%
5/15/2025 Vident Advisory LLC124,393$3.80M0.1%+10.1%0.004%
5/15/2025 Evergreen Capital Management LLC30,188$925K0.0%+8.0%0.001%
5/15/2025 The Manufacturers Life Insurance Company 1,438,990$43.90M0.0%+1.9%0.045%
5/15/2025 Canada Pension Plan Investment Board5,475,476$166.41M0.2%-10.9%0.171%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 1,181,261$35.88M0.2%+3.7%0.037%
5/14/2025 Ieq Capital LLC19,064$584K0.0%+2.9%0.001%
5/14/2025 Caisse DE Depot ET Placement DU Quebec408,401$12.40M0.0%-53.6%0.013%
5/14/2025 Freedom Investment Management Inc.11,421$350K0.0%-11.6%0.000%
5/14/2025 RPg Family Wealth Advisory LLC282,030$8.64M2.5%+1.9%0.009%
5/14/2025 Synovus Financial Corp11,684$358K0.0%+4.9%0.000%
5/14/2025 MetLife Investment Management LLC341,321$10.44M0.1%-11.5%0.011%
5/14/2025 ICONIQ Capital LLC19,399$594K0.0%+51.3%0.001%
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5/14/2025 Dodge & Cox72,608,792$2.22B1.3%-1.2%2.264%
5/14/2025 SVB Wealth LLC11,807$362K0.0%-17.4%0.000%
5/14/2025 Smartleaf Asset Management LLC12,468$393K0.0%+28.9%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.54,410$1.67M0.0%+32.6%0.002%
5/14/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp13,019$396K0.0%-38.4%0.000%
5/14/2025 Groupe la Francaise85,653$2.74M0.1%N/A0.003%
5/14/2025 Sax Wealth Advisors LLC14,636$448K0.0%+30.0%0.000%
5/14/2025 Kestra Advisory Services LLC145,380$4.45M0.0%+0.3%0.005%
5/14/2025 Compound Planning Inc.39,965$1.22M0.1%+10.2%0.001%
5/14/2025 Ameriprise Financial Inc.3,027,712$92.73M0.0%+0.3%0.094%
5/14/2025 Dorsey & Whitney Trust CO LLC20,902$640K0.0%+1.7%0.001%
5/14/2025 Credit Agricole S A785,134$24.05M0.1%-65.0%0.024%
5/14/2025 Groupama Asset Managment149,434$4.18M0.0%+30.7%0.005%
5/14/2025 Legacy Financial Advisors Inc.12,496$383K0.1%+17.7%0.000%
5/14/2025 Wellington Management Group LLP12,160,903$369.33M0.1%-5.9%0.379%
5/14/2025 Korea Investment CORP2,310,867$70.18M0.2%-12.3%0.072%
5/13/2025 Northern Trust Corp4,291,663$131.45M0.0%+4.4%0.134%
5/13/2025 Summit Securities Group LLC11,901$365K0.1%N/A0.000%
5/13/2025 Corient IA LLC20,000$613K0.4%N/A0.001%
5/13/2025 Raymond James Financial Inc.793,485$24.30M0.0%-23.5%0.025%
5/13/2025 Cresset Asset Management LLC19,780$606K0.0%-20.4%0.001%
5/13/2025 American Century Companies Inc.1,235,015$37.83M0.0%+7.3%0.039%
5/13/2025 Inspire Trust Co. N.A.113,000$3.46M0.8%+4.6%0.004%
5/13/2025 Kovitz Investment Group Partners LLC39,831$1.22M0.0%-15.2%0.001%
5/13/2025 Neuberger Berman Group LLC158,283$4.83M0.0%-13.2%0.005%
5/13/2025 LGT Group Foundation3,281,006$99.72M1.4%+8.1%0.102%
5/13/2025 LGT Fund Management Co Ltd.341,497$10.38M0.9%+24.2%0.011%
5/13/2025 Russell Investments Group Ltd.7,802,029$237.05M0.3%+38.6%0.243%
5/13/2025 Prudential PLC299,648$9.11M0.0%+5.2%0.009%
5/13/2025 Callan Family Office LLC22,753$697K0.1%-12.1%0.001%
5/13/2025 HighTower Advisors LLC118,174$3.62M0.0%-3.7%0.004%
5/13/2025 Sustainable Insight Capital Management LLC154,375$4.69M2.3%N/A0.005%
5/12/2025 Public Sector Pension Investment Board2,656,645$80.68M0.3%+5.0%0.083%
5/12/2025 Nuveen LLC11,445,119$348.16M0.1%N/A0.357%
5/12/2025 Virtu Financial LLC8,011$245K0.0%N/A0.000%
5/12/2025 Entropy Technologies LP149,362$4.58M0.4%N/A0.005%
5/12/2025 Invesco Ltd.1,988,707$60.91M0.0%-17.3%0.062%
5/12/2025 Townsquare Capital LLC46,727$1.43M0.0%-17.3%0.001%
5/12/2025 Forsta AP Fonden461,854$14.15M0.1%+96.4%0.014%
5/12/2025 National Bank of Canada FI127,579$3.91M0.0%-96.4%0.004%
5/12/2025 AMF Tjanstepension AB628,870$19.11M0.1%+140.1%0.020%
5/12/2025 Caisse Des Depots ET Consignations7,922,061$251.85M12.1%-6.0%0.247%
5/12/2025 Maryland State Retirement & Pension System417,706$12.70M0.3%+35.4%0.013%
5/9/2025 Deutsche Bank AG31,350,911$960.28M0.4%+16.1%0.978%
5/9/2025 Charles Schwab Investment Management Inc.300,414$9.20M0.0%+15.8%0.009%
5/9/2025 ASR Vermogensbeheer N.V.790,776$24.02M0.4%N/A0.025%
5/9/2025 Citizens Financial Group Inc. RI8,936$274K0.0%N/A0.000%
5/9/2025 Greykasell Wealth Strategies Inc.6,044$185K0.1%N/A0.000%
5/9/2025 Vanguard Group Inc.131,449,343$4.04B0.1%+2.8%4.100%
5/9/2025 Goldman Sachs Group Inc.37,654,399$1.15B0.2%+88.5%1.174%
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5/9/2025 Legacy Capital Group California Inc.37,877$1.16M0.4%-5.7%0.001%
5/9/2025 Levin Capital Strategies L.P.412,616$12.64M1.3%-55.2%0.013%
5/9/2025 Empower Advisory Group LLC7,309$224K0.0%+6.7%0.000%
5/9/2025 Connable Office Inc.27,293$836K0.1%-5.2%0.001%
5/9/2025Allianz SE12,312$374K0.0%+3.2%0.000%
5/9/2025 Blair William & Co. IL9,441$289K0.0%+18.4%0.000%
5/9/2025 Cheviot Value Management LLC5,578$172K0.0%N/A0.000%
5/9/2025 J. Safra Sarasin Holding AG2,022,080$61.48M1.1%-48.9%0.063%
5/9/2025 Banco Santander S.A.121,094$3.71M0.0%+40.0%0.004%
5/9/2025 PNC Financial Services Group Inc.119,926$3.67M0.0%+16.6%0.004%
(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, 610 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's institutional investors.

Which institutional investors have been buying UBS Group stock?

Of the 524 institutional investors that purchased UBS Group 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), Pzena Investment Management LLC ($27.51M), FMR 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 695,318,230 shares in the last 24 months. This purchase volume represents approximately $20.76B in transactions.

Which UBS Group major shareholders have been selling company stock?

Of the 334 institutional investors that sold UBS Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($36.91M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($15.51M), Wellington Management Group LLP ($11.04M), Deutsche Bank AG ($10.52M), Bank of Montreal Can ($8.02M), Canada Pension Plan Investment Board ($7.72M), and Legal & General Group Plc ($7.08M).

How much institutional selling is happening at UBS Group?

Institutional investors have sold a total of 194,862,478 shares in the last 24 months. This volume of shares sold represents approximately $5.45B in transactions.



This page (NYSE:UBS) was last updated on 5/21/2025 by MarketBeat.com Staff
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