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UBS Group (UBS) Institutional Ownership

UBS Group logo
$35.16 +0.99 (+2.90%)
As of 03:23 PM 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)
239
Total
Institutional Outflows
(last 12 months)
$3.49B
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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
7/7/2025Value Partners Investments Inc.259,856$8.79M0.7%-0.4%0.008%
7/1/2025 Park National Corp OH7,789$263K0.0%+7.5%0.000%
6/18/2025Voya Investment Management LLC516,517$15.69M0.0%-7.8%0.016%
6/4/2025 First Hawaiian Bank26,463$811K0.0%-2.4%0.001%
5/29/2025Rhumbline Advisers42,554$1.30M0.0%+10.3%0.001%
5/27/2025Advisors Capital Management LLC36,546$1.12M0.0%-10.6%0.001%
5/21/2025Acadian Asset Management LLC527,669$16.02M0.0%-92.2%0.016%
5/21/2025Geneos Wealth Management Inc.1,497$46K0.0%+62.0%0.000%
5/20/2025Belpointe Asset Management LLC20,850$639K0.0%N/A0.001%
5/20/2025Fortis Capital Advisors LLC20,850$639K0.1%N/A0.001%
5/20/2025Focus Partners Wealth14,111$432K0.0%+11.6%0.000%
5/20/2025Plato Investment Management Ltd83,183$2.55M0.2%-22.6%0.003%
5/19/2025Alaethes Wealth LLC72,821$2.23M0.8%+1.5%0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC74,893,429$2.29B0.6%+1.9%2.336%
5/16/2025Zurich Insurance Group Ltd FI808,482$24.58M0.2%-5.5%0.025%
5/16/2025Logan Capital Management Inc.6,666$204K0.0%-92.6%0.000%
5/16/2025Ascent Group LLC15,233$467K0.0%+43.5%0.000%
5/16/2025Great Lakes Advisors LLC74,119$2.27M0.0%+6.2%0.002%
5/16/2025Jones Financial Companies Lllp1,167$36K0.0%-94.7%0.000%
5/16/2025Parkwood LLC184,105$5.59M0.5%-7.7%0.006%
5/16/2025Permanens Capital L.P.130,697$4.00M0.7%N/A0.004%
5/16/2025NatWest Group plc201,009$6.16M1.8%+1.6%0.006%
5/16/2025NewEdge Advisors LLC41,772$1.28M0.0%+3.1%0.001%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,518$137K0.0%+18.6%0.000%
5/16/2025Integrated Wealth Concepts LLC63,317$1.94M0.0%-3.9%0.002%
5/16/2025Edmond DE Rothschild Holding S.A.525,503$16.02M0.3%-4.2%0.016%
5/16/2025Alliancebernstein L.P.579,291$17.74M0.0%+0.9%0.018%
5/16/2025AQR Capital Management LLC62,912$1.93M0.0%+73.9%0.002%
5/16/2025Advisors Asset Management Inc.27,838$853K0.0%-9.4%0.001%
5/16/2025Amundi17,220,775$485.97M0.2%+2.8%0.537%
5/16/2025Aprio Wealth Management LLC13,088$401K0.1%+15.0%0.000%
5/15/2025Cigna Investments Inc. New60,660$1.84M0.3%-1.0%0.002%
5/15/2025Royal Bank of Canada7,575,602$232.04M0.0%-9.4%0.236%
5/15/2025Quarry LP1,218$37K0.0%N/A0.000%
5/15/2025Nomura Holdings Inc.8,220$252K0.0%N/A0.000%
5/15/2025Pinnacle Wealth Planning Services Inc.10,968$336K0.1%+14.4%0.000%
5/15/2025Vident Advisory LLC124,393$3.80M0.1%+10.1%0.004%
5/15/2025Evergreen Capital Management LLC30,188$925K0.0%+8.0%0.001%
5/15/2025The Manufacturers Life Insurance Company 1,438,990$43.90M0.0%+1.9%0.045%
5/15/2025Canada Pension Plan Investment Board5,475,476$166.41M0.2%-10.9%0.171%
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5/15/2025Lansforsakringar Fondforvaltning AB publ 1,181,261$35.88M0.2%+3.7%0.037%
5/14/2025Ieq Capital LLC19,064$584K0.0%+2.9%0.001%
5/14/2025Caisse DE Depot ET Placement DU Quebec408,401$12.40M0.0%-53.6%0.013%
5/14/2025Freedom Investment Management Inc.11,421$350K0.0%-11.6%0.000%
5/14/2025RPg Family Wealth Advisory LLC282,030$8.64M2.5%+1.9%0.009%
5/14/2025Synovus Financial Corp11,684$358K0.0%+4.9%0.000%
5/14/2025MetLife Investment Management LLC341,321$10.44M0.1%-11.5%0.011%
5/14/2025ICONIQ Capital LLC19,399$594K0.0%+51.3%0.001%
5/14/2025Dodge & Cox72,608,792$2.22B1.3%-1.2%2.264%
5/14/2025SVB Wealth LLC11,807$362K0.0%-17.4%0.000%
5/14/2025Smartleaf Asset Management LLC12,468$393K0.0%+28.9%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.54,410$1.67M0.0%+32.6%0.002%
5/14/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp13,019$396K0.0%-38.4%0.000%
5/14/2025Groupe la Francaise85,653$2.74M0.1%N/A0.003%
5/14/2025Sax Wealth Advisors LLC14,636$448K0.0%+30.0%0.000%
5/14/2025Kestra Advisory Services LLC145,380$4.45M0.0%+0.3%0.005%
5/14/2025Compound Planning Inc.39,965$1.22M0.1%+10.2%0.001%
5/14/2025Ameriprise Financial Inc.3,027,712$92.73M0.0%+0.3%0.094%
5/14/2025Dorsey & Whitney Trust CO LLC20,902$640K0.0%+1.7%0.001%
5/14/2025Credit Agricole S A785,134$24.05M0.1%-65.0%0.024%
5/14/2025Groupama Asset Managment149,434$4.18M0.0%+30.7%0.005%
5/14/2025Legacy Financial Advisors Inc.12,496$383K0.1%+17.7%0.000%
5/14/2025Wellington Management Group LLP12,160,903$369.33M0.1%-5.9%0.379%
5/14/2025Korea Investment CORP2,310,867$70.18M0.2%-12.3%0.072%
5/13/2025Northern Trust Corp4,291,663$131.45M0.0%+4.4%0.134%
5/13/2025Summit Securities Group LLC11,901$365K0.1%N/A0.000%
5/13/2025Corient IA LLC20,000$613K0.4%N/A0.001%
5/13/2025Raymond James Financial Inc.793,485$24.30M0.0%-23.5%0.025%
5/13/2025Cresset Asset Management LLC19,780$606K0.0%-20.4%0.001%
5/13/2025American Century Companies Inc.1,235,015$37.83M0.0%+7.3%0.039%
5/13/2025Inspire Trust Co. N.A.113,000$3.46M0.8%+4.6%0.004%
5/13/2025Kovitz Investment Group Partners LLC39,831$1.22M0.0%-15.2%0.001%
5/13/2025Neuberger Berman Group LLC158,283$4.83M0.0%-13.2%0.005%
5/13/2025LGT Group Foundation3,281,006$99.72M1.4%+8.1%0.102%
5/13/2025LGT Fund Management Co Ltd.341,497$10.38M0.9%+24.2%0.011%
5/13/2025Russell Investments Group Ltd.7,802,029$237.05M0.3%+38.6%0.243%
5/13/2025Prudential PLC299,648$9.11M0.0%+5.2%0.009%
5/13/2025Callan Family Office LLC22,753$697K0.1%-12.1%0.001%
5/13/2025HighTower Advisors LLC118,174$3.62M0.0%-3.7%0.004%
5/13/2025Sustainable Insight Capital Management LLC154,375$4.69M2.3%N/A0.005%
5/12/2025Public Sector Pension Investment Board2,656,645$80.68M0.3%+5.0%0.083%
5/12/2025Nuveen LLC11,445,119$348.16M0.1%N/A0.357%
5/12/2025Virtu Financial LLC8,011$245K0.0%N/A0.000%
5/12/2025Entropy Technologies LP149,362$4.58M0.4%N/A0.005%
5/12/2025Invesco Ltd.1,988,707$60.91M0.0%-17.3%0.062%
5/12/2025Townsquare Capital LLC46,727$1.43M0.0%-17.3%0.001%
5/12/2025Forsta AP Fonden461,854$14.15M0.1%+96.4%0.014%
5/12/2025National Bank of Canada FI127,579$3.91M0.0%-96.4%0.004%
5/12/2025AMF Tjanstepension AB628,870$19.11M0.1%+140.1%0.020%
5/12/2025Caisse Des Depots ET Consignations7,922,061$251.85M12.1%-6.0%0.247%
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5/12/2025Maryland State Retirement & Pension System417,706$12.70M0.3%+35.4%0.013%
5/9/2025Deutsche Bank AG31,350,911$960.28M0.4%+16.1%0.978%
5/9/2025Charles Schwab Investment Management Inc.300,414$9.20M0.0%+15.8%0.009%
5/9/2025ASR Vermogensbeheer N.V.790,776$24.02M0.4%N/A0.025%
5/9/2025Citizens Financial Group Inc. RI8,936$274K0.0%N/A0.000%
5/9/2025Greykasell Wealth Strategies Inc.6,044$185K0.1%N/A0.000%
5/9/2025Vanguard Group Inc.131,449,343$4.04B0.1%+2.8%4.100%
5/9/2025Goldman Sachs Group Inc.37,654,399$1.15B0.2%+88.5%1.174%
5/9/2025Legacy Capital Group California Inc.37,877$1.16M0.4%-5.7%0.001%
5/9/2025Levin Capital Strategies L.P.412,616$12.64M1.3%-55.2%0.013%
(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 Group's institutional investors.

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

Of the 523 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), 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 403,197,781 shares in the last 24 months. This purchase volume represents approximately $12.21B in transactions.

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

Of the 240 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), FMR LLC ($6.41M), Acadian Asset Management LLC ($6.28M), and Zurcher Kantonalbank Zurich Cantonalbank ($5.97M).

How much institutional selling is happening at UBS Group?

Institutional investors have sold a total of 114,462,152 shares in the last 24 months. This volume of shares sold represents approximately $3.49B in transactions.


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This page (NYSE:UBS) was last updated on 7/8/2025 by MarketBeat.com Staff
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