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NYSE:UBS

UBS Group (UBS) Institutional Ownership

$23.85
-0.51 (-2.09%)
(As of 10/3/2023 ET)
Compare
Today's Range
$23.72
$24.06
50-Day Range
$21.41
$26.70
52-Week Range
$13.80
$26.97
Volume
4.42 million shs
Average Volume
3.57 million shs
Market Capitalization
N/A
P/E Ratio
2.31
Dividend Yield
0.75%
Price Target
$22.78

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

Current
Institutional Ownership
Percentage
36.44%
Number of
Institutional Buyers
(last 12 months)
298
Total
Institutional Inflows
(last 12 months)
$4.78 B
Number of
Institutional Sellers
(last 12 months)
208
Total
Institutional Outflows
(last 12 months)
$2.51 B
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Skip Chart & View Institutional Buying and Selling Data

UBS Institutional Buying and Selling by Quarter


UBS Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/1/2023Portside Wealth Group LLC153,040$3.10M0.3%N/A0.004%
8/23/2023Rehmann Capital Advisory Group30,984$0.63M0.1%-4.2%0.000%
8/21/2023Osaic Holdings Inc.135,441$2.74M0.0%-30.9%0.000%
8/21/2023Teachers Retirement System of The State of Kentucky787,250$15.96M0.2%-34.9%0.000%
8/17/2023Orion Portfolio Solutions LLC116,488$2.36M0.0%-15.6%0.000%
8/16/2023Thomas J. Herzfeld Advisors Inc.2,000$41K0.0%N/A0.000%
8/16/2023Nuveen Asset Management LLC351,956$7.13M0.0%+1.1%0.000%
8/15/2023Alliancebernstein L.P.644,114$13.06M0.0%-9.6%0.000%
8/15/2023Wells Fargo & Company MN890,859$18.06M0.0%-0.7%0.000%
8/15/2023Blueshift Asset Management LLC31,832$0.65M0.2%N/A0.000%
8/15/2023State of Tennessee Treasury Department1,425,406$28.83M0.1%N/A0.000%
8/15/2023Natixis Advisors L.P.3,822,327$77.48M0.2%-8.0%0.000%
8/15/2023Integrated Wealth Concepts LLC57,915$1.17M0.0%-3.7%0.000%
8/15/2023Raymond James Trust N.A.41,915$0.85M0.0%+7.7%0.000%
8/15/2023Western Standard LLC55,000$1.12M1.0%N/A0.000%
8/15/2023XTX Topco Ltd27,027$0.55M0.1%N/A0.000%
8/15/2023Y Intercept Hong Kong Ltd20,517$0.42M0.0%+43.6%0.000%
8/15/2023Gamco Investors INC. ET AL20,700$0.42M0.0%N/A0.000%
8/15/2023United Services Automobile Association94,686$1.91M0.1%-1.2%0.000%
8/15/2023Captrust Financial Advisors2,237,175$45.35M0.2%-0.5%0.000%
8/15/2023K2 Principal Fund L.P.35,000$0.71M0.2%N/A0.000%
8/15/2023PointState Capital LP373,575$7.57M0.2%N/A0.000%
8/15/2023RBF Capital LLC340,000$6.89M0.4%+4.6%0.000%
8/15/2023Stifel Financial Corp234,159$4.75M0.0%+72.0%0.000%
8/15/2023Hudson Bay Capital Management LP12,222$0.25M0.0%N/A0.000%
8/15/2023Kite Lake Capital Management UK LLP600,000$12.15M27.3%+20.0%0.000%
8/15/2023Banco Santander S.A.128,851$2.61M0.0%+134.4%0.000%
8/15/2023Continental Advisors LLC21,285$0.43M0.2%N/A0.000%
8/15/2023CTF Capital Management LP53,516$1.09M0.6%-71.6%0.000%
8/14/2023PDT Partners LLC120,228$2.44M0.3%-14.4%0.000%
8/14/2023Mercer Global Advisors Inc. ADV233,004$4.72M0.0%+5.2%0.000%
8/14/2023Orion Portfolio Solutions LLC116,488$2.36M0.0%-15.6%0.000%
8/14/2023Zurich Insurance Group Ltd FI588,260$11.90M0.1%-37.3%0.000%
8/14/2023Stephens Inc. AR10,193$0.21M0.0%-5.8%0.000%
8/14/2023Tudor Investment Corp Et Al428,918$8.69M0.1%+3,189.0%0.000%
8/14/2023Morningstar Investment Services LLC41,297$0.83M0.0%+18.9%0.000%
8/14/2023Tower Research Capital LLC TRC 2,397$49K0.0%+17,021.4%0.000%
8/14/2023Power Corp of Canada152,877$3.08M0.3%+8.9%0.000%
8/14/2023State of Wisconsin Investment Board995,767$20.14M0.1%-5.7%0.000%
8/14/2023MML Investors Services LLC48,859$0.99M0.0%+55.9%0.000%
8/14/2023Bleakley Financial Group LLC13,468$0.27M0.0%-6.1%0.000%
8/14/2023Discovery Capital Management LLC CT2,814,800$56.91M6.0%N/A0.000%
8/14/2023Snowden Capital Advisors LLC14,600$0.30M0.0%N/A0.000%
8/14/2023Nuveen Asset Management LLC351,956$7.13M0.0%+1.1%0.000%
8/14/2023Mangrove Partners659,546$13.37M0.9%N/A0.000%
8/14/2023Cerity Partners LLC35,481$0.72M0.0%+34.5%0.000%
8/14/2023Eqis Capital Management Inc.25,332$0.51M0.1%-10.2%0.000%
8/11/2023BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp32,135$0.65M0.0%-62.8%0.000%
8/11/2023Genus Capital Management Inc.44,917$0.91M0.1%N/A0.000%
8/11/2023Senator Investment Group LP860,000$17.43M0.8%+1.2%0.000%
8/11/2023PEAK6 Investments LLC98,529$2M0.0%+9.5%0.000%
8/11/2023Renaissance Technologies LLC993,412$20.14M0.0%N/A0.000%
8/11/2023Ossiam206,195$4.17M0.1%+35.1%0.000%
8/11/2023Lingotto Investment Management LLP217,000$4.39M0.3%N/A0.000%
8/11/2023Cibc World Market Inc.383,215$7.75M0.0%+0.7%0.000%
8/11/2023Credit Suisse AG102,867,647$2.09B2.1%-1.4%0.000%
8/11/2023BlackRock Inc.3,829,049$77.62M0.0%+38.3%0.000%
8/11/2023MYDA Advisors LLC64,000$1.30M0.4%N/A0.000%
8/11/2023Kestra Advisory Services LLC22,811$0.46M0.0%N/A0.000%
8/11/2023The Manufacturers Life Insurance Company 1,421,768$28.60M0.0%-2.4%0.000%
8/11/2023Quinn Opportunity Partners LLC1,150,244$23.32M3.2%+98.9%0.000%
8/11/2023Hsbc Holdings PLC669,241$13.54M0.0%+298.8%0.000%
8/11/2023Huntington National Bank3,385$69K0.0%-24.1%0.000%
8/11/2023Clearbridge Investments LLC194,406$3.94M0.0%+0.3%0.000%
8/11/2023O Shaughnessy Asset Management LLC366,685$7.43M0.1%+19.2%0.000%
8/11/2023Franklin Resources Inc.584,654$11.84M0.0%-20.2%0.000%
8/11/2023Capital World Investors18,056,807$367.38M0.1%+193.3%0.000%
8/11/2023JBF Capital Inc.52,500$1.06M0.2%+2,000.0%0.000%
8/11/2023Sei Investments Co.320,344$6.49M0.0%+11.5%0.000%
8/11/2023Korea Investment CORP3,915,082$79.19M0.2%-11.2%0.000%
8/11/2023Penserra Capital Management LLC11,647$0.24M0.0%-56.9%0.000%
8/11/2023PNC Financial Services Group Inc.69,826$1.42M0.0%+7.5%0.000%
8/11/2023Northern Trust Corp1,908,136$38.68M0.0%-1.4%0.000%
8/10/2023MetLife Investment Management LLC199,894$4.07M0.0%-3.2%0.006%
8/10/2023Osaic Holdings Inc.140,894$2.74M0.0%-28.1%0.004%
8/10/2023Bessemer Group Inc.2,536$51K0.0%+839.3%0.000%
8/10/2023Metropolitan Life Insurance Co NY140,135$2.83M0.1%-2.8%0.004%
8/10/2023Great West Life Assurance Co. Can2,618,106$53.24M0.1%-7.3%0.075%
8/10/2023Gamco Investors INC. ET AL20,700$0.42M0.0%N/A0.001%
8/10/2023Angeles Wealth Management LLC19,025$0.39M0.1%N/A0.001%
8/10/2023Lake Street Advisors Group LLC33,991$0.69M0.0%+5.5%0.001%
8/10/2023Commonwealth Equity Services LLC33,062$0.67M0.0%+39.5%0.001%
8/10/2023Legacy Capital Group California Inc.41,967$0.85M0.4%+16.7%0.001%
8/10/2023Boston Partners92,055$1.87M0.0%-10.8%0.003%
8/10/2023Quadrant Capital Group LLC28,140$0.57M0.1%-6.3%0.001%
8/10/2023Russell Investments Group Ltd.7,898,625$159.75M0.3%-13.5%0.227%
8/10/2023Jupiter Asset Management Ltd.938,222$18.97M0.2%-48.4%0.027%
8/10/2023US Bancorp DE72,775$1.48M0.0%-17.6%0.002%
8/10/2023Clarius Group LLC35,713$0.72M0.1%+7.7%0.001%
8/10/2023Private Advisor Group LLC37,015$0.79M0.0%-6.7%0.001%
8/10/2023Checchi Capital Advisers LLC16,867$0.34M0.0%+6.2%0.000%
8/10/2023Cetera Advisor Networks LLC33,401$0.68M0.0%-9.6%0.001%
8/10/2023Charles Schwab Investment Management Inc.43,757$0.89M0.0%+102.2%0.001%
8/10/2023Beverly Hills Private Wealth LLC22,713$0.50M0.1%+98.7%0.001%
8/10/2023Cetera Investment Advisers22,594$0.46M0.0%-25.0%0.001%
8/9/2023Spire Wealth Management23,832$0.48M0.0%+10.9%0.001%
8/9/2023Baker Ellis Asset Management LLC41,900$0.85M0.1%-5.0%0.001%
8/9/2023TD Asset Management Inc715,726$14.48M0.0%-4.0%0.021%
8/9/2023Canada Pension Plan Investment Board2,003,512$40.52M0.1%-66.8%0.058%
8/9/2023Highland Capital Management LLC104,367$2.12M0.1%-1.5%0.003%
(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, 467 institutional investors and hedge funds held shares of UBS Group. The most heavily invested institutionals were Dodge & Cox ($3.29B), Norges Bank ($2.18B), Credit Suisse AG ($2.09B), Massachusetts Financial Services Co. MA ($1.90B), Vanguard Group Inc. ($1.59B), Altman Advisors Inc. ($1.30B), and Zurcher Kantonalbank Zurich Cantonalbank ($923.07M).Learn more on UBS's institutional investors.

What percentage of UBS Group stock is owned by institutional investors?

36.44% of UBS Group stock is owned by institutional investors. Learn more on UBS's institutional investor holdings.

Which institutional investors have been buying UBS Group stock?

Of the 414 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 ($281.52M), Vontobel Holding Ltd. ($15.80M), Wellington Management Group LLP ($15.65M), FMR LLC ($14.04M), Massachusetts Financial Services Co. MA ($12.28M), Capital World Investors ($11.90M), and Dodge & Cox ($11.71M).

How much institutional buying is happening at UBS Group?

Institutional investors have bought a total of 556,145,097 shares in the last 24 months. This purchase volume represents approximately $10.35B in transactions.

Which UBS Group major shareholders have been selling company stock?

Of the 279 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: Capital International Investors ($36.74M), Wellington Management Group LLP ($28.46M), Massachusetts Financial Services Co. MA ($16.09M), Credit Suisse AG ($13.83M), Vontobel Holding Ltd. ($13.79M), Deutsche Bank AG ($10.39M), and Allianz Asset Management GmbH ($7.08M).

How much institutional selling is happening at UBS Group?

Institutional investors have sold a total of 258,272,171 shares in the last 24 months. This volume of shares sold represents approximately $4.79B in transactions.


This page (NYSE:UBS) was last updated on 10/3/2023 by MarketBeat.com Staff

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