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UBS Group (UBS) Institutional Ownership

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$48.45 +0.71 (+1.49%)
Closing price 03:59 PM Eastern
Extended Trading
$48.86 +0.41 (+0.84%)
As of 05:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$12.20B
Number of
Institutional Sellers
(last 12 months)
232
Total
Institutional Outflows
(last 12 months)
$6.36B
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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
9/23/2026 QRG Capital Management Inc.201,143$9.97M0.1%+19.2%0.006%
9/23/2026 Envestnet Portfolio Solutions Inc.8,511$422K0.0%+9.6%0.000%
9/22/2026 Andra AP fonden366,087$18.14M0.2%-17.2%0.012%
9/9/2026 Sequoia Financial Advisors LLC50,412$2.50M0.0%-11.3%0.002%
9/9/2026 Tidal Investments LLC167,457$8.30M0.0%N/A0.005%
9/9/2026 Integrated Wealth Concepts LLC62,012$3.07M0.0%-10.5%0.002%
9/9/2026 NewEdge Advisors LLC50,288$2.49M0.0%+5.5%0.002%
9/8/2026 Allworth Financial LP8,157$404K0.0%-10.2%0.000%
9/8/2026 West Family Investments Inc.9,606$476K0.1%+72.8%0.000%
9/8/2026 Waverly Advisors LLC17,093$847K0.0%+4.9%0.001%
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%
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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%
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%
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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%
5/8/2026 Andra 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%


UBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 673 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 589 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 274,081,750 shares in the last 24 months. This purchase volume represents approximately $12.20B in transactions.

Of the 232 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 149,965,136 shares in the last 24 months. This volume of shares sold represents approximately $6.36B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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