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UBS Group (UBS) Institutional Ownership

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$47.13 -0.72 (-1.51%)
Closing price 03:59 PM Eastern
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$47.16 +0.03 (+0.06%)
As of 07:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
394
Total
Institutional Inflows
(last 12 months)
$12.26B
Number of
Institutional Sellers
(last 12 months)
231
Total
Institutional Outflows
(last 12 months)
$6.35B
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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
10/14/2026Orca Wealth Management LLC59,317$2.86M1.7%-0.8%0.002%
10/14/2026Focus Financial Network Inc.5,728$276K0.0%N/A0.000%
10/14/2026Foster Group Inc.6,196$298K0.0%-4.1%0.000%
10/13/2026Contravisory Investment Management Inc.249,751$12.02M1.5%-9.7%0.008%
10/13/2026Madson Wealth Advisors Inc5,000$241K0.2%N/A0.000%
10/13/2026Sax Wealth Advisors LLC12,794$616K0.0%-6.6%0.000%
10/13/2026Avior Wealth Management LLC8,421$405K0.0%N/A0.000%
10/9/2026Systrade AG705,200$33.94M17.2%+12.4%0.023%
10/9/2026Wedmont Private Capital8,551$402K0.0%N/A0.000%
10/9/2026Athena Wealth Management LLC8,295$399K0.3%N/A0.000%
10/9/2026Crocodile Capital Partners GmbH1,170,000$56.30M35.2%N/A0.037%
10/9/2026GAMMA Investing LLC2,014$97K0.0%N/A0.000%
10/8/2026Farther Finance Advisors LLC28,516$1.37M0.0%N/A0.001%
10/8/2026Titleist Asset Management LLC6,346$305K0.0%N/A0.000%
10/8/2026Gradient Investments LLC119,345$5.74M0.1%-9.9%0.004%
10/8/2026Avidian Wealth Enterprises LLC4,176$201K0.0%N/A0.000%
10/8/2026Valeo Financial Advisors LLC14,728$709K0.0%+16.4%0.000%
10/7/2026Venture Visionary Partners LLC4,415$212K0.0%-24.2%0.000%
10/2/2026 Miller Global Investments LLC2,758$133K0.1%N/A0.000%
10/2/2026 Versant Capital Management Inc24,041$1.16M0.1%+2.2%0.001%
9/23/2026QRG Capital Management Inc.201,143$9.97M0.1%+19.2%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.8,511$422K0.0%+9.6%0.000%
9/22/2026Andra AP fonden366,087$18.14M0.2%-17.2%0.012%
9/9/2026Sequoia Financial Advisors LLC50,412$2.50M0.0%-11.3%0.002%
9/9/2026Tidal Investments LLC167,457$8.30M0.0%N/A0.005%
9/9/2026Integrated Wealth Concepts LLC62,012$3.07M0.0%-10.5%0.002%
9/9/2026NewEdge Advisors LLC50,288$2.49M0.0%+5.5%0.002%
9/8/2026Allworth Financial LP8,157$404K0.0%-10.2%0.000%
9/8/2026West Family Investments Inc.9,606$476K0.1%+72.8%0.000%
9/8/2026Waverly Advisors LLC17,093$847K0.0%+4.9%0.001%
8/27/2026Corient Private Wealth LP104,646$5.19M0.0%-4.9%0.003%
8/25/2026Groupe la Francaise146,890$7.29M0.1%+120.7%0.005%
8/21/2026Greenspring Advisors LLC8,881$440K0.0%+21.4%0.000%
8/21/2026Continuum Advisory LLC1,849$92K0.0%N/A0.000%
8/21/2026Tranquilli Financial Advisor LLC5,008$248K0.1%N/A0.000%
8/21/2026Coppell Advisory Solutions LLC509$25K0.0%N/A0.000%
8/21/2026Natural Investments LLC7,171$355K0.1%N/A0.000%
8/20/2026Rehmann Capital Advisory Group21,270$1.05M0.0%+6.9%0.001%
8/20/2026RPg Family Wealth Advisory LLC213,729$10.59M1.7%+2.0%0.007%
8/20/2026Ancora Advisors LLC999$50K0.0%-54.7%0.000%
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8/20/2026Wedbush Securities Inc.4,072$202K0.0%N/A0.000%
8/20/2026Greenleaf Trust31,467$1.56M0.0%+1.4%0.001%
8/18/2026Public Employees Retirement System of Ohio2,398,700$119.06M0.3%N/A0.077%
8/15/2026First Bancorp Inc ME647$32K0.0%N/A0.000%
8/14/2026Ancora Advisors LLC999$50K0.0%N/A0.000%
8/10/2026Great Lakes Advisors LLC376,522$18.66M0.1%N/A0.012%
8/7/2026Plato Investment Management Ltd99,572$4.92M0.3%N/A0.003%
7/10/2026Fiduciary Financial Group LLC4,252$211K0.0%N/A0.000%
7/9/2026Asset Advisory Group Inc.4,045$200K0.1%N/A0.000%
7/9/2026Contravisory Investment Management Inc.276,622$13.71M2.4%-4.8%0.009%
7/9/2026Focus Financial Network Inc.5,720$283K0.0%N/A0.000%
7/9/2026Legacy Wealth Asset Management LLC51,940$2.57M0.6%-1.2%0.002%
7/9/2026Sax Wealth Advisors LLC13,693$679K0.0%-2.1%0.000%
7/9/2026Valeo Financial Advisors LLC12,649$627K0.0%+38.7%0.000%
7/8/2026Gradient Investments LLC132,484$6.57M0.1%+4.1%0.004%
7/8/2026Trust Point Inc.13,926$690K0.1%+2.1%0.000%
7/8/2026Assenagon Asset Management S.A.16,536,418$821.23M1.0%+6,277.5%0.529%
7/8/202655 North Private Wealth LLC7,162$355K0.1%N/A0.000%
7/7/2026Foster Group Inc.6,458$320K0.0%N/A0.000%
7/7/2026JGP Wealth Management LLC4,376$217K0.0%N/A0.000%
7/7/2026Dynamic Advisor Solutions LLC4,830$239K0.0%N/A0.000%
7/7/2026GAMMA Investing LLC1,983$98K0.0%+23.1%0.000%
7/7/2026Avior Wealth Management LLC8,159$404K0.0%-15.9%0.000%
7/2/2026MassMutual 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%
7/2/2026Hilltop 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%
6/9/2026Robinswood 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 Company1,234,642$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%
5/15/2026Themes 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%
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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%
5/14/2026Morningstar Investment Management LLC34,188$1.33M0.1%+14.5%0.001%
5/14/2026GC 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%


UBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 677 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 592 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), Fisher Asset Management LLC ($18.17M), Goldman Sachs Group Inc. ($17.68M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($17.53M), Assenagon Asset Management S.A. ($16.36M), and Massachusetts Financial Services Co. MA ($13.42M).

Institutional investors have bought a total of 275,288,086 shares in the last 24 months. This purchase volume represents approximately $12.26B in transactions.

Of the 229 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 ($11.97M), Zurcher Kantonalbank Zurich Cantonalbank ($10.03M), Massachusetts Financial Services Co. MA ($8.73M), ARGA Investment Management LP ($7.21M), Bank of Montreal Can ($7.13M), and Pzena Investment Management LLC ($4.39M).

Institutional investors have sold a total of 149,739,822 shares in the last 24 months. This volume of shares sold represents approximately $6.35B in transactions.


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Institutional ownership data for NYSE:UBS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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