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UBS Group (UBS) Institutional Ownership

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$48.71 +0.52 (+1.07%)
As of 12:21 PM Eastern
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
445
Total
Institutional Inflows
(last 12 months)
$17.41B
Number of
Institutional Sellers
(last 12 months)
301
Total
Institutional Outflows
(last 12 months)
$8.70B
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Skip Chart & View Institutional Buying and Selling Data

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
6/9/2026 Rathbones Group PLC1,220,034$46.65M0.2%+1.0%0.039%
6/9/2026 Robinswood Financial LLC798$31K0.0%N/A0.000%
6/3/2026 Parallel Advisors LLC16,278$636K0.0%+4.0%0.001%
6/3/2026 NewEdge Advisors LLC47,677$1.86M0.0%-25.4%0.002%
5/28/2026 Henshaw Capital LLC25,815$1.01M0.0%-22.4%0.001%
5/28/2026 Cozad Asset Management Inc.5,388$211K0.0%-12.1%0.000%
5/22/2026 Groupama Asset Managment288,118$11.26M0.2%+87.9%0.009%
5/21/2026 CTC Alternative Strategies Ltd.8,208$315K0.7%N/A0.000%
5/21/2026 Groupe la Francaise66,548$2.55M0.0%-23.0%0.002%
5/19/2026 Bank of America Corp DE9,654,984$377.22M0.0%-9.8%0.309%
5/19/2026 Janus Henderson Group PLC5,193,433$198.55M0.1%-24.3%0.166%
5/19/2026 Cim LLC50,095$1.96M0.3%+0.7%0.002%
5/19/2026 Arkadios Wealth Advisors10,676$417K0.0%+8.2%0.000%
5/19/2026 Opal Capital LLC58,794$2.30M0.4%-28.5%0.002%
5/18/2026 Amundi23,294,847$910.13M0.2%+16.9%0.746%
5/18/2026 EverSource Wealth Advisors LLC19,605$766K0.0%+45.2%0.001%
5/18/2026 Royal Bank of Canada3,935,581$153.76M0.0%-32.4%0.126%
5/16/2026 The Manufacturers Life Insurance Company 1,234,642$47.46M0.0%-12.7%0.040%
5/16/2026 Quantinno Capital Management LP618,683$24.17M0.0%+30.4%0.020%
5/16/2026 Lazard Asset Management LLC370,444$14.24M0.0%+25.5%0.012%
5/15/2026 Themes Management Co LLC25,660$1.00M0.6%+26.3%0.001%
5/15/2026 Bridgewater Advisors Inc.12,033$470K0.0%-15.3%0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund31,982$1.25M0.0%N/A0.001%
5/14/2026 Renaissance Technologies LLC686,991$26.84M0.0%+232.5%0.022%
5/14/2026 Gabelli Funds LLC33,750$1.32M0.0%-1.7%0.001%
5/14/2026 Hilltop Holdings Inc.6,360$245K0.0%-33.0%0.000%
5/14/2026 Morningstar Investment Management LLC34,188$1.33M0.1%+14.5%0.001%
5/14/2026 GC Wealth Management RIA LLC23,946$933K0.0%+162.7%0.001%
5/14/2026 Public Employees Retirement System of Ohio2,392,368$92.01M0.3%-2.8%0.077%
5/14/2026 Compound Planning Inc.41,095$1.61M0.0%-1.3%0.001%
5/14/2026 Keebeck Wealth Management8,772$343K0.0%+40.8%0.000%
5/14/2026 Arrowstreet Capital Limited Partnership18,850,928$728.34M0.4%+7.6%0.603%
5/14/2026 Cloverfields Capital Group LP72,127$2.82M0.9%+0.5%0.002%
5/14/2026 Liberty One Investment Management LLC15,872$620K0.1%+9.5%0.001%
5/14/2026 Sei Investments Co.176,266$6.89M0.0%+6.4%0.006%
5/14/2026 Lido Advisors LLC9,727$380K0.0%+13.3%0.000%
5/13/2026 Cetera Investment Advisers139,466$5.45M0.0%+6.1%0.004%
5/13/2026 Levin Capital Strategies L.P.633,487$24.75M1.9%-3.9%0.020%
5/13/2026 NewEdge Wealth LLC7,023$274K0.0%-51.1%0.000%
5/13/2026 First Trust Advisors LP185,459$7.23M0.0%+16.8%0.006%
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5/12/2026 a16z Perennial Management L.P.5,648$221K0.0%-8.3%0.000%
5/12/2026 Barometer Capital Management Inc.32,800$1.25M0.5%N/A0.001%
5/12/2026 XY Capital Ltd16,150$631K0.6%N/A0.001%
5/8/2026 PNC Financial Services Group Inc.127,057$4.96M0.0%+6.2%0.004%
5/8/2026 Baader Bank Aktiengesellschaft321,846$12.37M1.0%-10.8%0.010%
5/8/2026 Andra AP fonden442,119$17.27M0.2%+578.5%0.014%
5/8/2026 Summit Global Investments13,464$526K0.0%+114.9%0.000%
5/7/2026 WCM Investment Management LLC5,850,200$214.53M0.5%+12.3%0.187%
5/7/2026 Parallel Advisors LLC16,278$636K0.0%+4.0%0.001%
5/7/2026 SEB Asset Management AB1,159,090$44.33M0.2%N/A0.037%
5/7/2026 Mediolanum International Funds Ltd588,312$21.74M0.2%+8.8%0.019%
5/6/2026 Gryphon Financial Partners LLC21,446$838K0.1%+10.0%0.001%
5/6/2026 Assetmark Inc.102,252$4.00M0.0%+31.1%0.003%
5/6/2026 Gallacher Capital Management LLC9,772$382K0.1%-34.6%0.000%
5/6/2026 Angeles Wealth Management LLC6,241$244K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.114,202$4.46M0.0%+88.5%0.004%
5/6/2026 Allspring Global Investments Holdings LLC45,238$1.74M0.0%N/A0.001%
5/5/2026 Bank of New York Mellon Corp6,502,710$254.06M0.0%-3.6%0.208%
5/5/2026 Sanctuary Advisors LLC42,271$1.65M0.0%-1.8%0.001%
5/5/2026 Checchi Capital Advisers LLC24,571$960K0.0%+3.0%0.001%
5/5/2026 First National Bank of Hutchinson11,890$465K0.3%-19.6%0.000%
5/5/2026 Maryland State Retirement & Pension System355,549$13.68M0.3%+7.3%0.011%
5/4/2026 Legacy Capital Group California Inc.31,802$1.24M0.5%-19.4%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,993$586K0.0%-5.6%0.000%
5/4/2026 Bleakley Financial Group LLC80,450$3.14M0.0%+25.2%0.003%
5/4/2026 J. Safra Sarasin Holding AG1,086,608$41.47M0.7%-3.0%0.035%
5/2/2026 LGT Fund Management Co Ltd.415,512$15.97M0.7%+41.2%0.013%
5/2/2026 Diversify Wealth Management LLC9,077$388K0.0%N/A0.000%
5/1/2026 Cullinan Associates Inc.40,407$1.58M0.1%+39.3%0.001%
5/1/2026 Citizens Financial Group Inc. RI16,230$634K0.0%-14.0%0.001%
5/1/2026 U S Global Investors Inc.27,800$1.09M0.1%+13.5%0.001%
5/1/2026 Sequoia Financial Advisors LLC56,831$2.22M0.0%+51.3%0.002%
5/1/2026 ARGA Investment Management LP75,301$2.89M0.1%-19.2%0.002%
4/30/2026 Equitable Trust Co.75,009$2.93M0.1%+1.9%0.002%
4/30/2026 Whipplewood Advisors LLC635$25K0.0%N/A0.000%
4/30/2026 Channing Global Advisors LLC684,783$26.21M15.3%-0.1%0.022%
4/30/2026 Kestra Advisory Services LLC7,883$308K0.0%-32.9%0.000%
4/29/2026 Jackson Thornton Wealth Management LLC5,284$219K0.0%N/A0.000%
4/28/2026 PUREfi Wealth LLC8,364$327K0.2%+20.5%0.000%
4/28/2026 Collaborative Fund Advisors LLC6,441$252K0.2%N/A0.000%
4/28/2026 Kathmere Capital Management LLC36,805$1.44M0.1%+4.6%0.001%
4/28/2026 Stephens Inc. AR10,848$424K0.0%-10.6%0.000%
4/28/2026 QRG Capital Management Inc.168,735$6.59M0.1%+5.8%0.005%
4/27/2026 HB Wealth Management LLC16,630$650K0.0%+13.3%0.001%
4/27/2026 Private Advisor Group LLC26,220$1.02M0.0%+3.2%0.001%
4/27/2026 Y Intercept Hong Kong Ltd143,584$5.61M0.1%+56.0%0.005%
4/27/2026 Elevation Point Wealth Partners LLC166,156$6.49M0.2%+11.6%0.005%
4/25/2026 Keybank National Association OH27,118$1.06M0.0%+87.5%0.001%
4/25/2026 Mitchell & Pahl Private Wealth LLC51,200$2M0.8%-1.1%0.002%
4/25/2026 Pzena Investment Management LLC26,544,355$1.04B3.4%-10.8%0.850%
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4/24/2026 Root Financial Partners LLC11,583$453K0.0%-28.4%0.000%
4/24/2026 EJMK Ventures LLC8,455$330K0.2%-25.8%0.000%
4/24/2026 CHICAGO TRUST Co NA22,337$873K0.1%-2.6%0.001%
4/24/2026 USS Investment Management Ltd521,884$20.05M0.1%+1.1%0.017%
4/24/2026 MQS Management LLC5,141$201K0.1%N/A0.000%
4/23/2026 Simmons Bank6,399$250K0.0%-25.3%0.000%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 1,410,094$53.93M0.3%+3.2%0.045%
4/22/2026 Janney Montgomery Scott LLC15,056$588K0.0%+53.6%0.000%
4/22/2026 Pictet Asset Management Holding SA35,591,624$1.36B1.4%-0.9%1.139%
4/22/2026 ABN AMRO Bank N.V.1,470,238$56.72M0.6%-22.2%0.047%


UBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 679 institutional investors and hedge funds held shares of UBS Group. The most heavily invested institutionals were Vanguard Group Inc. ($6.42B), Norges Bank ($4.89B), Massachusetts Financial Services Co. MA ($3.18B), Fisher Asset Management LLC ($2.97B), Wellington Management Group LLP ($2.60B), Zurcher Kantonalbank Zurich Cantonalbank ($2.31B), and Capital World Investors ($1.73B).Learn more on UBS Group's institutional investors.

Of the 602 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 ($432.18M), Wellington Management Group LLP ($48.04M), Legal & General Group Plc ($41.23M), Fisher Asset Management LLC ($18.17M), Goldman Sachs Group Inc. ($17.68M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($17.53M), and Massachusetts Financial Services Co. MA ($13.42M).

Institutional investors have bought a total of 437,030,488 shares in the last 24 months. This purchase volume represents approximately $17.41B in transactions.

Of the 301 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: UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($70.41M), Dodge & Cox ($38.94M), Massachusetts Financial Services Co. MA ($19.22M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($15.26M), Zurcher Kantonalbank Zurich Cantonalbank ($10.03M), ARGA Investment Management LP ($7.21M), and Bank of Montreal Can ($7.13M).

Institutional investors have sold a total of 219,117,298 shares in the last 24 months. This volume of shares sold represents approximately $8.70B in transactions.


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This page (NYSE:UBS) was last updated on 6/12/2026 by MarketBeat.com Staff.
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