Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free UBS Stock Alerts

UBS Group (UBS) Institutional Ownership

UBS Group logo
$55.29 +0.39 (+0.70%)
As of 12:19 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
394
Total
Institutional Inflows
(last 12 months)
$12.19B
Number of
Institutional Sellers
(last 12 months)
231
Total
Institutional Outflows
(last 12 months)
$6.35B
Get UBS Insider Trade Alerts

Want to know when executives and insiders are buying or selling UBS Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UBS Institutional Buying and Selling by Quarter

UBS Group Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP104,646$5.19M0.0%-4.9%0.003%
8/25/2026 Groupe la Francaise146,890$7.29M0.1%+120.7%0.005%
8/21/2026 Greenspring Advisors LLC8,881$440K0.0%+21.4%0.000%
8/21/2026 Continuum Advisory LLC1,849$92K0.0%N/A0.000%
8/21/2026 Tranquilli Financial Advisor LLC5,008$248K0.1%N/A0.000%
8/21/2026 Coppell Advisory Solutions LLC509$25K0.0%N/A0.000%
8/21/2026 Natural Investments LLC7,171$355K0.1%N/A0.000%
8/20/2026 Rehmann Capital Advisory Group21,270$1.05M0.0%+6.9%0.001%
8/20/2026 RPg Family Wealth Advisory LLC213,729$10.59M1.7%+2.0%0.007%
8/20/2026 Ancora Advisors LLC999$50K0.0%-54.7%0.000%
8/20/2026 Wedbush Securities Inc.4,072$202K0.0%N/A0.000%
8/20/2026 Greenleaf Trust31,467$1.56M0.0%+1.4%0.001%
8/18/2026 Public Employees Retirement System of Ohio2,398,700$119.06M0.3%N/A0.077%
8/15/2026 First Bancorp Inc ME647$32K0.0%N/A0.000%
8/14/2026 Ancora Advisors LLC999$50K0.0%N/A0.000%
8/10/2026 Great Lakes Advisors LLC376,522$18.66M0.1%N/A0.012%
8/7/2026 Plato Investment Management Ltd99,572$4.92M0.3%N/A0.003%
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%
6/15/2026 Landesbank Baden Wuerttemberg79,900$3.07M0.6%+13.4%0.003%
6/9/2026 Rathbones Group PLC1,220,034$46.65M0.2%+1.0%0.039%
6/9/2026 Robinswood Financial LLC798$31K0.0%N/A0.000%
6/3/2026 Parallel Advisors LLC16,278$636K0.0%+4.0%0.001%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
6/3/2026 NewEdge Advisors LLC47,677$1.86M0.0%-25.4%0.002%
5/28/2026 Henshaw Capital LLC25,815$1.01M0.0%-22.4%0.001%
5/28/2026 Cozad Asset Management Inc.5,388$211K0.0%-12.1%0.000%
5/22/2026 Groupama Asset Managment288,118$11.26M0.2%+87.9%0.009%
5/21/2026 CTC Alternative Strategies Ltd.8,208$315K0.7%N/A0.000%
5/21/2026 Groupe la Francaise66,548$2.55M0.0%-23.0%0.002%
5/19/2026 Bank 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%
5/19/2026 Cim LLC50,095$1.96M0.3%+0.7%0.002%
5/19/2026 Arkadios Wealth Advisors10,676$417K0.0%+8.2%0.000%
5/19/2026 Opal Capital LLC58,794$2.30M0.4%-28.5%0.002%
5/18/2026 Amundi23,294,847$910.13M0.2%+16.9%0.746%
5/18/2026 EverSource Wealth Advisors LLC19,605$766K0.0%+45.2%0.001%
5/18/2026 Royal Bank of Canada3,935,581$153.76M0.0%-32.4%0.126%
5/16/2026 The Manufacturers Life Insurance Company1,234,642$47.46M0.0%-12.7%0.040%
5/16/2026 Quantinno Capital Management LP618,683$24.17M0.0%+30.4%0.020%
5/16/2026 Lazard Asset Management LLC370,444$14.24M0.0%+25.5%0.012%
5/15/2026 Themes Management Co LLC25,660$1.00M0.6%+26.3%0.001%
5/15/2026 Bridgewater Advisors Inc.12,033$470K0.0%-15.3%0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund31,982$1.25M0.0%N/A0.001%
5/14/2026 Renaissance Technologies LLC686,991$26.84M0.0%+232.5%0.022%
5/14/2026 Gabelli Funds LLC33,750$1.32M0.0%-1.7%0.001%
5/14/2026 Hilltop 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%
5/14/2026 Public Employees Retirement System of Ohio2,392,368$92.01M0.3%-2.8%0.077%
5/14/2026 Compound Planning Inc.41,095$1.61M0.0%-1.3%0.001%
5/14/2026 Keebeck Wealth Management8,772$343K0.0%+40.8%0.000%
5/14/2026 Arrowstreet Capital Limited Partnership18,850,928$728.34M0.4%+7.6%0.603%
5/14/2026 Cloverfields Capital Group LP72,127$2.82M0.9%+0.5%0.002%
5/14/2026 Liberty One Investment Management LLC15,872$620K0.1%+9.5%0.001%
5/14/2026 Sei Investments Co.176,266$6.89M0.0%+6.4%0.006%
5/14/2026 Lido Advisors LLC9,727$380K0.0%+13.3%0.000%
5/13/2026 Cetera Investment Advisers139,466$5.45M0.0%+6.1%0.004%
5/13/2026 Levin Capital Strategies L.P.633,487$24.75M1.9%-3.9%0.020%
5/13/2026 NewEdge Wealth LLC7,023$274K0.0%-51.1%0.000%
5/13/2026 First Trust Advisors LP185,459$7.23M0.0%+16.8%0.006%
5/12/2026 a16z Perennial Management L.P.5,648$221K0.0%-8.3%0.000%
5/12/2026 Barometer Capital Management Inc.32,800$1.25M0.5%N/A0.001%
5/12/2026 XY Capital Ltd16,150$631K0.6%N/A0.001%
5/8/2026 PNC Financial Services Group Inc.127,057$4.96M0.0%+6.2%0.004%
5/8/2026 Baader Bank Aktiengesellschaft321,846$12.37M1.0%-10.8%0.010%
5/8/2026Andra AP fonden442,119$17.27M0.2%+578.5%0.014%
5/8/2026 Summit Global Investments13,464$526K0.0%+114.9%0.000%
5/7/2026 WCM Investment Management LLC5,850,200$214.53M0.5%+12.3%0.187%
5/7/2026 Parallel Advisors LLC16,278$636K0.0%+4.0%0.001%
5/7/2026 SEB Asset Management AB1,159,090$44.33M0.2%N/A0.037%
5/7/2026 Mediolanum International Funds Ltd588,312$21.74M0.2%+8.8%0.019%
5/6/2026 Gryphon Financial Partners LLC21,446$838K0.1%+10.0%0.001%
5/6/2026 Assetmark Inc.102,252$4.00M0.0%+31.1%0.003%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
5/6/2026 Gallacher Capital Management LLC9,772$382K0.1%-34.6%0.000%
5/6/2026 Angeles Wealth Management LLC6,241$244K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.114,202$4.46M0.0%+88.5%0.004%
5/6/2026 Allspring Global Investments Holdings LLC45,238$1.74M0.0%N/A0.001%
5/5/2026 Bank of New York Mellon Corp6,502,710$254.06M0.0%-3.6%0.208%
5/5/2026 Sanctuary Advisors LLC42,271$1.65M0.0%-1.8%0.001%
5/5/2026 Checchi Capital Advisers LLC24,571$960K0.0%+3.0%0.001%
5/5/2026 First National Bank of Hutchinson11,890$465K0.3%-19.6%0.000%
5/5/2026 Maryland State Retirement & Pension System355,549$13.68M0.3%+7.3%0.011%
5/4/2026 Legacy Capital Group California Inc.31,802$1.24M0.5%-19.4%0.001%


UBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 672 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 588 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 273,878,976 shares in the last 24 months. This purchase volume represents approximately $12.19B in transactions.

Of the 231 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 149,875,331 shares in the last 24 months. This volume of shares sold represents approximately $6.35B in transactions.


Related Companies

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 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
The dollar reset no one told you about
Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-ye...
Porter & Company | Sponsoredtc pixel
Bezos… DOOMED
A single FCC filing hints Elon Musk is planning his biggest project yet - bigger than Tesla, SpaceX, and X com...
Paradigm Press | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
Earth's biggest energy source: near Grand Canyon
The largest energy source on Earth contains 50,000 times every oil and gas reserve on the planet combined - an...
Behind the Markets | Sponsoredtc pixel