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UBS Group (UBS) Institutional Ownership

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$51.64 -1.01 (-1.91%)
As of 02:14 PM Eastern
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
441
Total
Institutional Inflows
(last 12 months)
$18.17B
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$8.59B
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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
7/10/2026 Fiduciary Financial Group LLC4,252$211K0.0%N/A0.000%
7/9/2026 Asset Advisory Group Inc.4,045$200K0.1%N/A0.000%
7/9/2026 Contravisory Investment Management Inc.276,622$13.71M2.4%-4.8%0.009%
7/9/2026 Focus Financial Network Inc.5,720$283K0.0%N/A0.000%
7/9/2026 Legacy Wealth Asset Management LLC51,940$2.57M0.6%-1.2%0.002%
7/9/2026 Sax Wealth Advisors LLC13,693$679K0.0%-2.1%0.000%
7/9/2026 Valeo Financial Advisors LLC12,649$627K0.0%+38.7%0.000%
7/8/2026 Gradient Investments LLC132,484$6.57M0.1%+4.1%0.004%
7/8/2026 Trust Point Inc.13,926$690K0.1%+2.1%0.000%
7/8/2026 Assenagon Asset Management S.A.16,536,418$821.23M1.0%+6,277.5%0.529%
7/8/2026 55 North Private Wealth LLC7,162$355K0.1%N/A0.000%
7/7/2026 Foster Group Inc.6,458$320K0.0%N/A0.000%
7/7/2026 JGP Wealth Management LLC4,376$217K0.0%N/A0.000%
7/7/2026 Dynamic Advisor Solutions LLC4,830$239K0.0%N/A0.000%
7/7/2026 GAMMA Investing LLC1,983$98K0.0%+23.1%0.000%
7/7/2026 Avior Wealth Management LLC8,159$404K0.0%-15.9%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB4,490$223K0.0%-14.0%0.000%
7/2/2026 Versant Capital Management Inc23,532$1.17M0.1%+6.3%0.001%
7/2/2026 Hilltop National Bank4,436$220K0.0%-8.5%0.000%
6/15/2026Landesbank Baden Wuerttemberg79,900$3.07M0.6%+13.4%0.003%
6/9/2026Rathbones Group PLC1,220,034$46.65M0.2%+1.0%0.039%
6/9/2026 Robinswood Financial LLC798$31K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC16,278$636K0.0%+4.0%0.001%
6/3/2026NewEdge Advisors LLC47,677$1.86M0.0%-25.4%0.002%
5/28/2026Henshaw Capital LLC25,815$1.01M0.0%-22.4%0.001%
5/28/2026Cozad Asset Management Inc.5,388$211K0.0%-12.1%0.000%
5/22/2026Groupama Asset Managment288,118$11.26M0.2%+87.9%0.009%
5/21/2026CTC Alternative Strategies Ltd.8,208$315K0.7%N/A0.000%
5/21/2026Groupe la Francaise66,548$2.55M0.0%-23.0%0.002%
5/19/2026Bank of America Corp DE9,654,984$377.22M0.0%-9.8%0.309%
5/19/2026Janus Henderson Group PLC5,193,433$198.55M0.1%-24.3%0.166%
5/19/2026Cim LLC50,095$1.96M0.3%+0.7%0.002%
5/19/2026Arkadios Wealth Advisors10,676$417K0.0%+8.2%0.000%
5/19/2026Opal Capital LLC58,794$2.30M0.4%-28.5%0.002%
5/18/2026Amundi23,294,847$910.13M0.2%+16.9%0.746%
5/18/2026EverSource Wealth Advisors LLC19,605$766K0.0%+45.2%0.001%
5/18/2026Royal Bank of Canada3,935,581$153.76M0.0%-32.4%0.126%
5/16/2026The Manufacturers Life Insurance Company 1,234,642$47.46M0.0%-12.7%0.040%
5/16/2026Quantinno Capital Management LP618,683$24.17M0.0%+30.4%0.020%
5/16/2026Lazard Asset Management LLC370,444$14.24M0.0%+25.5%0.012%
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5/15/2026 Themes Management Co LLC25,660$1.00M0.6%+26.3%0.001%
5/15/2026Bridgewater Advisors Inc.12,033$470K0.0%-15.3%0.000%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund31,982$1.25M0.0%N/A0.001%
5/14/2026Renaissance Technologies LLC686,991$26.84M0.0%+232.5%0.022%
5/14/2026Gabelli Funds LLC33,750$1.32M0.0%-1.7%0.001%
5/14/2026Hilltop 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%
5/14/2026Public Employees Retirement System of Ohio2,392,368$92.01M0.3%-2.8%0.077%
5/14/2026Compound Planning Inc.41,095$1.61M0.0%-1.3%0.001%
5/14/2026Keebeck Wealth Management8,772$343K0.0%+40.8%0.000%
5/14/2026Arrowstreet Capital Limited Partnership18,850,928$728.34M0.4%+7.6%0.603%
5/14/2026Cloverfields Capital Group LP72,127$2.82M0.9%+0.5%0.002%
5/14/2026Liberty One Investment Management LLC15,872$620K0.1%+9.5%0.001%
5/14/2026Sei Investments Co.176,266$6.89M0.0%+6.4%0.006%
5/14/2026Lido Advisors LLC9,727$380K0.0%+13.3%0.000%
5/13/2026Cetera Investment Advisers139,466$5.45M0.0%+6.1%0.004%
5/13/2026Levin Capital Strategies L.P.633,487$24.75M1.9%-3.9%0.020%
5/13/2026NewEdge Wealth LLC7,023$274K0.0%-51.1%0.000%
5/13/2026First Trust Advisors LP185,459$7.23M0.0%+16.8%0.006%
5/12/2026a16z Perennial Management L.P.5,648$221K0.0%-8.3%0.000%
5/12/2026Barometer Capital Management Inc.32,800$1.25M0.5%N/A0.001%
5/12/2026XY Capital Ltd16,150$631K0.6%N/A0.001%
5/8/2026PNC Financial Services Group Inc.127,057$4.96M0.0%+6.2%0.004%
5/8/2026Baader Bank Aktiengesellschaft321,846$12.37M1.0%-10.8%0.010%
5/8/2026Andra AP fonden442,119$17.27M0.2%+578.5%0.014%
5/8/2026Summit Global Investments13,464$526K0.0%+114.9%0.000%
5/7/2026WCM Investment Management LLC5,850,200$214.53M0.5%+12.3%0.187%
5/7/2026Parallel Advisors LLC16,278$636K0.0%+4.0%0.001%
5/7/2026SEB Asset Management AB1,159,090$44.33M0.2%N/A0.037%
5/7/2026Mediolanum International Funds Ltd588,312$21.74M0.2%+8.8%0.019%
5/6/2026Gryphon Financial Partners LLC21,446$838K0.1%+10.0%0.001%
5/6/2026Assetmark Inc.102,252$4.00M0.0%+31.1%0.003%
5/6/2026 Gallacher Capital Management LLC9,772$382K0.1%-34.6%0.000%
5/6/2026Angeles Wealth Management LLC6,241$244K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.114,202$4.46M0.0%+88.5%0.004%
5/6/2026Allspring Global Investments Holdings LLC45,238$1.74M0.0%N/A0.001%
5/5/2026Bank of New York Mellon Corp6,502,710$254.06M0.0%-3.6%0.208%
5/5/2026Sanctuary Advisors LLC42,271$1.65M0.0%-1.8%0.001%
5/5/2026Checchi Capital Advisers LLC24,571$960K0.0%+3.0%0.001%
5/5/2026First National Bank of Hutchinson11,890$465K0.3%-19.6%0.000%
5/5/2026Maryland State Retirement & Pension System355,549$13.68M0.3%+7.3%0.011%
5/4/2026Legacy 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%
5/4/2026Bleakley Financial Group LLC80,450$3.14M0.0%+25.2%0.003%
5/4/2026J. Safra Sarasin Holding AG1,086,608$41.47M0.7%-3.0%0.035%
5/2/2026LGT Fund Management Co Ltd.415,512$15.97M0.7%+41.2%0.013%
5/2/2026Diversify Wealth Management LLC9,077$388K0.0%N/A0.000%
5/1/2026Cullinan Associates Inc.40,407$1.58M0.1%+39.3%0.001%
5/1/2026Citizens Financial Group Inc. RI16,230$634K0.0%-14.0%0.001%
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5/1/2026U 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%
5/1/2026ARGA Investment Management LP75,301$2.89M0.1%-19.2%0.002%
4/30/2026Equitable Trust Co.75,009$2.93M0.1%+1.9%0.002%
4/30/2026Whipplewood Advisors LLC635$25K0.0%N/A0.000%
4/30/2026Channing Global Advisors LLC684,783$26.21M15.3%-0.1%0.022%
4/30/2026Kestra Advisory Services LLC7,883$308K0.0%-32.9%0.000%
4/29/2026Jackson Thornton Wealth Management LLC5,284$219K0.0%N/A0.000%
4/28/2026PUREfi Wealth LLC8,364$327K0.2%+20.5%0.000%
4/28/2026Collaborative Fund Advisors LLC6,441$252K0.2%N/A0.000%


UBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 681 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 603 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 Assenagon Asset Management S.A. ($16.36M).

Institutional investors have bought a total of 452,111,763 shares in the last 24 months. This purchase volume represents approximately $18.17B in transactions.

Of the 287 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 215,929,630 shares in the last 24 months. This volume of shares sold represents approximately $8.59B in transactions.


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This page (NYSE:UBS) was last updated on 7/23/2026 by MarketBeat.com Staff.
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