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UBS Group (UBS) Institutional Ownership

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$53.73 -0.20 (-0.37%)
Closing price 08/13/2026 03:59 PM Eastern
Extended Trading
$53.55 -0.18 (-0.34%)
As of 04:52 AM 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)
404
Total
Institutional Inflows
(last 12 months)
$12.18B
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$6.47B
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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
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%
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%
5/28/2026Cozad 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%
5/19/2026 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%
5/18/2026Royal 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%
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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%
5/15/2026 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%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund31,982$1.25M0.0%N/A0.001%
5/14/2026Renaissance Technologies LLC686,991$26.84M0.0%+232.5%0.022%
5/14/2026 Gabelli Funds LLC33,750$1.32M0.0%-1.7%0.001%
5/14/2026Hilltop 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%
5/14/2026Public 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%
5/14/2026Arrowstreet 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%
5/14/2026Liberty One Investment Management LLC15,872$620K0.1%+9.5%0.001%
5/14/2026Sei 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%
5/7/2026WCM 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%
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%
5/6/2026Allspring 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%
5/5/2026Sanctuary 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%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,993$586K0.0%-5.6%0.000%
5/4/2026 Bleakley Financial Group LLC80,450$3.14M0.0%+25.2%0.003%
5/4/2026 J. Safra Sarasin Holding AG1,086,608$41.47M0.7%-3.0%0.035%
5/2/2026 LGT Fund Management Co Ltd.415,512$15.97M0.7%+41.2%0.013%
5/2/2026 Diversify Wealth Management LLC9,077$388K0.0%N/A0.000%
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5/1/2026 Cullinan Associates Inc.40,407$1.58M0.1%+39.3%0.001%
5/1/2026 Citizens Financial Group Inc. RI16,230$634K0.0%-14.0%0.001%
5/1/2026 U S Global Investors Inc.27,800$1.09M0.1%+13.5%0.001%
5/1/2026 Sequoia Financial Advisors LLC56,831$2.22M0.0%+51.3%0.002%
5/1/2026 ARGA Investment Management LP75,301$2.89M0.1%-19.2%0.002%
4/30/2026 Equitable Trust Co.75,009$2.93M0.1%+1.9%0.002%
4/30/2026 Whipplewood Advisors LLC635$25K0.0%N/A0.000%
4/30/2026 Channing Global Advisors LLC684,783$26.21M15.3%-0.1%0.022%
4/30/2026 Kestra Advisory Services LLC7,883$308K0.0%-32.9%0.000%
4/29/2026 Jackson Thornton Wealth Management LLC5,284$219K0.0%N/A0.000%


UBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 671 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), Legal & General Group Plc ($41.23M), Fisher Asset Management LLC ($18.17M), Goldman Sachs Group Inc. ($17.68M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($17.53M), and Assenagon Asset Management S.A. ($16.36M).

Institutional investors have bought a total of 274,670,461 shares in the last 24 months. This purchase volume represents approximately $12.18B in transactions.

Of the 239 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 153,467,341 shares in the last 24 months. This volume of shares sold represents approximately $6.47B 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 8/10/2026. New 13F filings are added each quarter as they're published.
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