UBS Group (UBS) Institutional Ownership

$28.53

-0.83 (-2.83%)

(As of 09/6/2024 08:49 PM ET)

Number of Institutional Buyers (last 12 months): 300
Total Institutional Inflows (last 12 months): $9.68B

Number of Institutional Sellers (last 12 months): 196
Total Institutional Outflows (last 12 months): $1.98B

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UBS Institutional Buying and Selling by Quarter

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UBS Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/5/2024	Sanctuary Advisors LLC	26,446	$724K	0.0%	N/A	0.001%
8/27/2024	Clearbridge Investments LLC	155,814	$4.60M	0.0%	-18.7%	0.005%
8/26/2024	Teachers Retirement System of The State of Kentucky	586,250	$17.32M	0.2%	-10.5%	0.018%
8/22/2024	Cetera Investment Advisers	61,847	$1.83M	0.0%	-4.9%	0.002%
8/21/2024	Truist Financial Corp	63,068	$1.86M	0.0%	-5.0%	0.002%
8/20/2024	Senator Investment Group LP	7,224	$213K	0.0%	-98.6%	0.000%
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8/19/2024	Point72 Asset Management L.P.	6,400	$189K	0.0%	N/A	0.000%
8/19/2024	Brandes Investment Partners LP	1,734,460	$51.16M	0.6%	-7.2%	0.054%
8/19/2024	B. Riley Wealth Advisors Inc.	15,867	$469K	0.0%	-47.0%	0.000%
8/16/2024	Northwestern Mutual Wealth Management Co.	29,025	$857K	0.0%	+14.9%	0.001%
8/16/2024	NewEdge Advisors LLC	52,792	$1.56M	0.0%	+17.1%	0.002%
8/16/2024	Creative Planning	209,672	$6.19M	0.0%	+10.0%	0.007%
8/16/2024	Ascent Group LLC	10,575	$312K	0.0%	-11.9%	0.000%
8/16/2024	Susquehanna International Securities Ltd.	5,016,425	$148.19M	35.6%	+162.3%	0.156%
8/16/2024	Kathmere Capital Management LLC	33,967	$1.00M	0.1%	-2.0%	0.001%
8/15/2024	Dorsey Wright & Associates	126,105	$3.73M	1.0%	-1.7%	0.004%
8/15/2024	Scientech Research LLC	12,562	$371K	0.1%	N/A	0.000%
8/15/2024	Legal & General Group Plc	41,389,783	$1.22B	0.3%	+11,313.2%	1.291%
8/15/2024	Lighthouse Investment Partners LLC	7,440	$220K	0.0%	N/A	0.000%
8/15/2024	Mackenzie Financial Corp	1,848,918	$54.41M	0.1%	-19.0%	0.058%
8/15/2024	The Manufacturers Life Insurance Company	1,390,667	$40.93M	0.0%	-0.7%	0.043%
8/15/2024	AQR Capital Management LLC	27,928	$825K	0.0%	+226.8%	0.001%
8/15/2024	AXA S.A.	4,441,397	$131.20M	0.4%	+25.6%	0.139%
8/15/2024	Point72 Hong Kong Ltd	173,599	$5.13M	0.3%	N/A	0.005%
8/15/2024	Toronto Dominion Bank	272,309	$8.04M	0.0%	+286.3%	0.008%
8/14/2024	Zurich Insurance Group Ltd FI	708,352	$20.85M	0.2%	-34.0%	0.022%
8/14/2024	Cubist Systematic Strategies LLC	197,013	$5.82M	0.0%	+2,887.8%	0.006%
8/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	7,135	$210K	0.0%	-9.4%	0.000%
8/14/2024	Bank of Montreal Can	2,149,849	$63.83M	0.0%	-78.1%	0.067%
8/14/2024	Evergreen Capital Management LLC	23,480	$694K	0.0%	-2.5%	0.001%
8/14/2024	Public Sector Pension Investment Board	1,813,088	$53.37M	0.3%	+3.6%	0.057%
8/14/2024	EverSource Wealth Advisors LLC	9,373	$283K	0.0%	+9.6%	0.000%
8/14/2024	First City Capital Management Inc.	7,504	$222K	0.1%	-4.8%	0.000%
8/14/2024	Mount Yale Investment Advisors LLC	62,721	$1.85M	0.1%	-20.9%	0.002%
8/13/2024	Alaethes Wealth LLC	75,657	$2.24M	0.9%	+1.2%	0.002%
8/13/2024	Legacy Financial Advisors Inc.	9,256	$273K	0.0%	N/A	0.000%
8/13/2024	Sei Investments Co.	188,230	$5.56M	0.0%	+0.8%	0.006%
8/13/2024	Callan Capital LLC	16,455	$486K	0.0%	+15.4%	0.001%
8/13/2024	Promethos Capital LLC	400,804	$11.88M	4.4%	+11.3%	0.013%
8/13/2024	Canada Pension Plan Investment Board	8,630,819	$254.05M	0.2%	+10.8%	0.269%
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8/13/2024	Benjamin F. Edwards & Company Inc.	1,666	$49K	0.0%	+566.4%	0.000%
8/12/2024	Leuthold Group LLC	13,384	$395K	0.0%	+73.5%	0.000%
8/12/2024	XTX Topco Ltd	16,212	$479K	0.0%	N/A	0.001%
8/12/2024	Sienna Gestion	156,978	$4.62M	0.4%	N/A	0.005%
8/12/2024	Seven Eight Capital LP	31,137	$920K	0.1%	-36.0%	0.001%
8/12/2024	Vanguard Personalized Indexing Management LLC	147,915	$4.35M	0.1%	+9.2%	0.005%
8/12/2024	Mercer Global Advisors Inc. ADV	271,479	$8.02M	0.0%	-4.3%	0.008%
8/12/2024	SYSTM Wealth Solutions LLC	3,206	$95K	0.0%	-74.7%	0.000%
8/10/2024	Mutual of America Capital Management LLC	508,106	$14.92M	0.2%	-22.7%	0.016%
8/9/2024	Renaissance Technologies LLC	614,091	$18.14M	0.0%	-44.3%	0.019%
8/9/2024	Mesirow Financial Investment Management Inc.	10,511	$311K	0.0%	+4.3%	0.000%
8/9/2024	Massachusetts Financial Services Co. MA	98,123,310	$2.90B	0.9%	-2.4%	3.060%
8/9/2024	Angeles Investment Advisors LLC	7,175	$212K	0.0%	N/A	0.000%
8/8/2024	Envestnet Asset Management Inc.	1,767,391	$52.21M	0.0%	-3.6%	0.055%
8/8/2024	Oppenheimer Asset Management Inc.	18,009	$532K	0.0%	+8.3%	0.001%
8/8/2024	Wrapmanager Inc.	9,550	$282K	0.1%	-15.9%	0.000%
8/8/2024	Thoroughbred Financial Services LLC	16,016	$473K	0.0%	N/A	0.000%
8/8/2024	Parallel Advisors LLC	16,552	$489K	0.0%	+2.6%	0.001%
8/8/2024	Westover Capital Advisors LLC	7,300	$216K	0.1%	N/A	0.000%
8/8/2024	Zions Bancorporation N.A.	1,003	$30K	0.0%	-38.2%	0.000%
8/8/2024	DekaBank Deutsche Girozentrale	4,698,760	$141.25M	0.3%	+7.6%	0.147%
8/8/2024	Oppenheimer & Co. Inc.	73,101	$2.16M	0.0%	-62.0%	0.002%
8/8/2024	Beverly Hills Private Wealth LLC	31,054	$917K	0.2%	+21.0%	0.001%
8/8/2024	Forsta AP Fonden	634,756	$18.75M	0.2%	+42.6%	0.020%
8/8/2024	Jupiter Asset Management Ltd.	690,642	$20.33M	0.2%	+564.1%	0.022%
8/8/2024	Qsemble Capital Management LP	12,668	$374K	0.1%	N/A	0.000%
8/8/2024	American Century Companies Inc.	914,241	$27.01M	0.0%	+3.0%	0.029%
8/8/2024	AdvisorShares Investments LLC	29,797	$892K	0.2%	-2.3%	0.001%
8/7/2024	AMJ Financial Wealth Management	185,183	$5.47M	1.7%	+91.8%	0.006%
8/7/2024	Coldstream Capital Management Inc.	22,883	$676K	0.0%	+66.2%	0.001%
8/7/2024	Levin Capital Strategies L.P.	925,229	$27.33M	2.9%	-10.0%	0.029%
8/7/2024	Exane Asset Management	224,773	$6.62M	4.6%	+121.5%	0.007%
8/7/2024	Royal London Asset Management Ltd.	7,105,268	$209.89M	0.5%	-7.0%	0.222%
8/7/2024	LGT Fund Management Co Ltd.	201,730	$5.96M	0.7%	+412.2%	0.006%
8/7/2024	LGT Group Foundation	3,429,731	$101.31M	1.5%	+21.0%	0.107%
8/7/2024	United Services Automobile Association	124,237	$3.66M	0.1%	+1.8%	0.004%
8/7/2024	Choreo LLC	58,449	$1.75M	0.0%	N/A	0.002%
8/7/2024	Wedbush Securities Inc.	12,967	$383K	0.0%	-25.4%	0.000%
8/7/2024	Connable Office Inc.	29,352	$867K	0.1%	-4.3%	0.001%
8/7/2024	Ashton Thomas Private Wealth LLC	1,706	$50K	0.0%	N/A	0.000%
8/6/2024	Werba Rubin Papier Wealth Management	9,087	$268K	0.1%	-13.1%	0.000%
8/6/2024	Ballentine Partners LLC	30,628	$905K	0.0%	+1.8%	0.001%
8/6/2024	Caprock Group LLC	10,005	$296K	0.0%	-3.5%	0.000%
8/6/2024	Acadian Asset Management LLC	9,779,265	$287.80M	0.9%	+20.3%	0.305%
8/6/2024	Gallacher Capital Management LLC	15,515	$458K	0.2%	+7.8%	0.000%
8/6/2024	Cullen Frost Bankers Inc.	6,889	$204K	0.0%	-27.4%	0.000%
8/6/2024	Sivia Capital Partners LLC	13,678	$404K	0.3%	+6.2%	0.000%
8/6/2024	Lake Street Advisors Group LLC	36,396	$1.08M	0.1%	-3.4%	0.001%
8/5/2024	Columbia Asset Management	8,268	$244K	0.0%	N/A	0.000%
8/3/2024	National Bank of Canada FI	195,952	$5.86M	0.0%	-0.2%	0.006%
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8/3/2024	TD Asset Management Inc	1,335,628	$39.29M	0.0%	+9.5%	0.042%
8/2/2024	FDx Advisors Inc.	15,457	$457K	0.1%	-4.5%	0.000%
8/2/2024	Pzena Investment Management LLC	29,951,235	$884.76M	3.1%	+0.9%	0.934%
8/1/2024	Fiera Capital Corp	61,459	$1.82M	0.0%	+40.9%	0.002%
8/1/2024	Rhumbline Advisers	49,403	$1.46M	0.0%	+3.7%	0.002%
8/1/2024	Financial Counselors Inc.	9,814	$290K	0.0%	-13.0%	0.000%
8/1/2024	Natixis Advisors LLC	4,949,855	$146.22M	0.3%	+7.3%	0.154%
8/1/2024	Equitable Trust Co.	77,597	$2.29M	0.2%	-1.8%	0.002%
8/1/2024	Drive Wealth Management LLC	11,100	$328K	0.1%	+3.2%	0.000%
8/1/2024	Massachusetts Wealth Management	50,563	$1.49M	1.0%	-1.9%	0.002%

(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, 515 institutional investors and hedge funds held shares of UBS Group. The most heavily invested institutionals were Norges Bank ($5.00B), Vanguard Group Inc. ($3.55B), Dodge & Cox ($3.29B), Massachusetts Financial Services Co. MA ($2.90B), Credit Suisse AG ($2.09B), Zurcher Kantonalbank Zurich Cantonalbank ($1.59B), and FMR LLC ($1.27B).Learn more on UBS's institutional investors.
Which institutional investors have been buying UBS Group stock?: Of the 438 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), Legal & General Group Plc ($41.03M), FMR LLC ($27.01M), Pzena Investment Management LLC ($26.66M), Capital World Investors ($16.57M), Zurcher Kantonalbank Zurich Cantonalbank ($13.12M), and Acadian Asset Management LLC ($11.08M).
How much institutional buying is happening at UBS Group?: Institutional investors have bought a total of 442,712,413 shares in the last 24 months. This purchase volume represents approximately $12.12B in transactions.

Which UBS Group major shareholders have been selling company stock?: Of the 275 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 ($19.23M), Vontobel Holding Ltd. ($14.12M), Deutsche Bank AG ($11.57M), Bank of Montreal Can ($7.68M), Credit Suisse AG ($7.36M), and FIL Ltd ($6.35M).
How much institutional selling is happening at UBS Group?: Institutional investors have sold a total of 197,167,922 shares in the last 24 months. This volume of shares sold represents approximately $4.43B in transactions.