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UBS Group (UBS) Institutional Ownership

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(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
314
Total
Institutional Inflows
(last 12 months)
$8.97B
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$3.15B
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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
4/24/2024Zhang Financial LLC34,337$1.06M0.1%+48.8%0.000%
4/24/2024Activest Wealth Management1,817$56K0.0%+1,536.9%0.000%
4/24/2024U S Global Investors Inc.68,000$2.09M0.2%+40.2%0.000%
4/24/2024Simplicity Wealth LLC11,734$360K0.0%N/A0.000%
4/24/2024Spire Wealth Management17,987$553K0.0%-21.8%0.000%
4/24/2024Solstein Capital LLC19,334$595K0.4%-31.0%0.000%
4/24/2024Assenagon Asset Management S.A.187,287$5.77M0.0%-2.1%0.000%
4/23/2024 Exane Asset Management101,465$3.12M2.4%N/A0.000%
4/23/2024 Gradient Investments LLC16,128$495K0.0%-10.4%0.000%
4/23/2024 Fifth Third Bancorp27,934$858K0.0%-29.9%0.000%
4/22/2024 CKW Financial Group1,400$43K0.0%-48.1%0.000%
4/22/2024 Drive Wealth Management LLC10,751$330K0.1%+4.4%0.000%
4/22/2024 Raymond James & Associates899,740$27.64M0.0%-0.9%0.026%
4/20/2024 Maryland State Retirement & Pension System345,606$9.73M0.2%+18.8%0.000%
4/19/2024 Financial Perspectives Inc4,894$150K0.1%+19.5%0.000%
4/19/2024 Legacy Wealth Asset Management LLC56,937$1.75M0.5%+2.4%0.000%
4/19/2024 First Trust Direct Indexing L.P.69,917$2.15M0.2%+6.9%0.000%
4/19/2024 Massachusetts Wealth Management51,563$1.58M1.1%-3.3%0.000%
4/19/2024 Norden Group LLC26,240$806K0.0%N/A0.000%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.7,199,245$221.58M0.2%+0.2%0.000%
4/18/2024 Hexagon Capital Partners LLC4,166$128K0.0%+11.2%0.000%
4/18/2024 Claro Advisors LLC11,682$359K0.1%+18.5%0.000%
4/16/2024Kathmere Capital Management LLC34,652$1.07M0.1%+4.0%0.000%
4/16/2024 180 Wealth Advisors LLC8,440$259K0.0%-18.4%0.000%
4/16/2024 Seed Wealth Management Inc.12,245$373K0.4%-6.8%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC23,299$716K0.0%-25.4%0.000%
4/15/2024 Atlas Capital Advisors LLC33,367$1.03M0.2%-2.7%0.000%
4/13/2024 ARGA Investment Management LP6,130,386$188.70M6.3%+2.7%0.176%
4/11/2024 Ballentine Partners LLC30,076$924K0.0%+14.4%0.000%
4/11/2024 Compton Wealth Advisory Group LLC22,591$694K0.2%+79.4%0.000%
4/11/2024 Opal Wealth Advisors LLC1,362$42K0.0%N/A0.000%
4/11/2024 Contravisory Investment Management Inc.329,691$10.13M2.2%-2.6%0.000%
4/11/2024 &PARTNERS10,485$322K0.0%+10.9%0.000%
4/11/2024 BTC Capital Management Inc.36,186$1.11M0.1%N/A0.000%
4/10/2024 Aprio Wealth Management LLC9,956$306K0.1%+9.8%0.000%
4/10/2024 Park Avenue Securities LLC41,868$1.29M0.0%-24.8%0.000%
4/10/2024 Banque Cantonale Vaudoise7,155,610$220.39M8.7%+18.1%0.000%
4/9/2024 Mather Group LLC.1,661$51K0.0%N/A0.000%
4/5/2024 First Hawaiian Bank32,719$1.01M0.0%-24.4%0.000%
4/5/2024 NBC Securities Inc.14,281$438K0.0%-4.1%0.000%
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4/3/2024 Timber Creek Capital Management LLC83,591$2.57M0.8%N/A0.002%
4/1/2024 Park National Corp OH7,645$235K0.0%+16.6%0.000%
3/26/2024HighPoint Advisor Group LLC6,501$205K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.116,238$3.59M0.0%+68.6%0.000%
3/21/2024Grayhawk Investment Strategies Inc.5,571$172K0.1%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.22,408$692K0.0%-25.1%0.000%
3/13/2024 Sivia Capital Partners LLC13,070$404K0.2%N/A0.000%
3/11/2024Vanguard Group Inc.113,982,749$3.52B0.1%+6.8%0.000%
3/5/2024Fisher Asset Management LLC14,355$444K0.0%-4.7%0.000%
3/5/2024Wellington Management Group LLP8,607,932$266.94M0.0%-24.9%0.000%
3/1/2024Royal London Asset Management Ltd.6,840,179$211.36M0.6%-0.1%0.000%
2/26/2024Syon Capital LLC49,175$1.52M0.1%+7.7%0.000%
2/26/2024Virtu Financial LLC14,376$444K0.0%N/A0.000%
2/26/2024Teachers Retirement System of The State of Kentucky680,950$21.04M0.2%-2.8%0.000%
2/21/2024American Trust9,217$285K0.0%N/A0.000%
2/20/2024Hiddenite Capital Partners LP180,000$5.56M3.3%-6.7%0.000%
2/20/2024Covenant Partners LLC21,046$650K0.2%+112.4%0.000%
2/17/2024FIL Ltd4,893,353$151.85M0.2%-27.6%0.000%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main13,240,888$410.69M0.5%+5.3%0.000%
2/15/2024Paragon Associates & Paragon Associates II Joint Venture100,000$3.09M7.1%+33.3%0.003%
2/15/2024Public Sector Pension Investment Board1,616,592$50.13M0.4%+2.2%0.046%
2/15/2024Patient Capital Management LLC2,450,937$75.73M4.0%-1.3%0.070%
2/15/2024Fullerton Fund Management Co Ltd.205,503$6.35M0.4%+48.6%0.006%
2/15/2024Black Diamond Capital Management L.L.C.350,000$10.82M7.8%-77.3%0.010%
2/15/2024Caas Capital Management LP13,000$402K0.0%N/A0.000%
2/15/2024Coatue Management LLC1,778,323$54.95M0.2%N/A0.051%
2/14/2024Power Corp of Canada152,967$4.73M0.5%+7.2%0.004%
2/14/2024Neuberger Berman Group LLC234,498$7.26M0.0%+31.4%0.000%
2/14/2024American Trust Investment Advisors LLC12,780$395K0.2%-14.9%0.000%
2/14/2024Azora Capital LP669,386$20.76M1.8%+51.0%0.000%
2/14/2024State of Tennessee Treasury Department1,474,450$45.72M0.2%+38.4%0.000%
2/14/2024Logan Capital Management Inc.94,379$2.92M0.1%-19.5%0.000%
2/14/2024Connectus Wealth LLC113,680$3.52M0.1%-1.5%0.000%
2/14/2024Ossiam169,014$5.24M0.1%-10.3%0.000%
2/14/2024Seven Eight Capital LP49,181$1.52M0.2%N/A0.000%
2/14/2024Stamos Capital Partners L.P.17,100$528K0.1%N/A0.000%
2/14/2024AdvisorShares Investments LLC34,703$1.07M0.3%N/A0.000%
2/13/2024Morningstar Investment Services LLC88,420$2.73M0.0%+103.0%0.000%
2/13/2024Envestnet Asset Management Inc.1,949,802$60.25M0.0%+143.2%0.000%
2/13/2024Point Break Capital Management LLC145,085$4.48M3.6%+19.0%0.000%
2/13/20241832 Asset Management L.P.579,311$17.90M0.0%N/A0.000%
2/13/2024Oppenheimer & Co. Inc.186,500$5.76M0.1%-13.6%0.000%
2/13/2024Crossmark Global Holdings Inc.201,548$6.23M0.1%+0.5%0.000%
2/13/2024Capital World Investors37,059,828$1.15B0.2%+10.5%0.000%
2/13/2024Capital International Sarl58,200$1.81M0.1%+17.2%0.000%
2/13/2024Lake Street Advisors Group LLC30,580$945K0.1%-9.6%0.000%
2/13/2024Gardner Lewis Asset Management L P114,362$3.53M1.2%+74.3%0.000%
2/13/2024Royal London Asset Management Ltd.6,840,179$211.36M0.6%-0.1%0.000%
2/13/2024The Manufacturers Life Insurance Company 1,471,509$45.46M0.0%-0.5%0.000%
2/13/2024Dorsey Wright & Associates137,578$4.25M1.3%-7.2%0.000%
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2/12/2024Banco BTG Pactual S.A.85,000$2.63M0.3%N/A0.000%
2/12/2024Alaethes Wealth LLC75,360$2.33M1.1%-0.5%0.000%
2/12/2024Dorsey & Whitney Trust CO LLC20,369$629K0.0%-3.0%0.000%
2/12/2024Fiduciary Trust Co8,074$249K0.0%N/A0.000%
2/12/2024Allianz Asset Management GmbH5,859,033$181.70M0.3%-5.4%0.000%
2/12/2024Stifel Financial Corp592,235$18.30M0.0%+153.5%0.000%
2/12/2024TD Asset Management Inc727,274$22.55M0.0%+1.3%0.000%
2/12/2024Edmond DE Rothschild Holding S.A.600,891$18.71M0.3%-7.4%0.000%
2/12/2024United Services Automobile Association122,096$3.79M0.1%+10.7%0.000%
2/12/2024Parallel Advisors LLC14,870$459K0.0%+40.0%0.000%
(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, 483 institutional investors and hedge funds held shares of UBS Group. The most heavily invested institutionals were Norges Bank ($5.00B), Vanguard Group Inc. ($3.52B), Dodge & Cox ($3.29B), Massachusetts Financial Services Co. MA ($3.14B), Credit Suisse AG ($2.09B), Zurcher Kantonalbank Zurich Cantonalbank ($1.42B), and FMR LLC ($1.27B).Learn more on UBS's institutional investors.

Which institutional investors have been buying UBS Group stock?

Of the 428 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 ($161.27M), FMR LLC ($28.14M), Pzena Investment Management LLC ($26.38M), Wellington Management Group LLP ($15.58M), Capital World Investors ($15.42M), Acadian Asset Management LLC ($15.28M), and Vontobel Holding Ltd. ($10.84M).

How much institutional buying is happening at UBS Group?

Institutional investors have bought a total of 448,945,198 shares in the last 24 months. This purchase volume represents approximately $11.32B in transactions.

Which UBS Group major shareholders have been selling company stock?

Of the 258 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: Wellington Management Group LLP ($37.96M), Massachusetts Financial Services Co. MA ($23.50M), Vontobel Holding Ltd. ($16.42M), Credit Suisse AG ($13.83M), Deutsche Bank AG ($11.57M), Thornburg Investment Management Inc. ($7.42M), and Allianz Asset Management GmbH ($7.17M).

How much institutional selling is happening at UBS Group?

Institutional investors have sold a total of 224,757,512 shares in the last 24 months. This volume of shares sold represents approximately $4.64B in transactions.


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This page (NYSE:UBS) was last updated on 4/25/2024 by MarketBeat.com Staff

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