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UBS Group (UBS) Institutional Ownership

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$39.74 +0.10 (+0.24%)
As of 02:54 PM Eastern
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
387
Total
Institutional Inflows
(last 12 months)
$17.61B
Number of
Institutional Sellers
(last 12 months)
273
Total
Institutional Outflows
(last 12 months)
$4.72B
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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
8/13/2025Gabelli Funds LLC35,000$1.18M0.0%+2.9%0.001%
8/13/2025Quantum Portfolio Management LLC11,718$396K0.2%-32.1%0.000%
8/13/2025Cresset Asset Management LLC16,888$571K0.0%-14.6%0.001%
8/13/2025Brown Advisory Inc.6,051$205K0.0%N/A0.000%
8/13/2025Amundi20,346,519$707.45M0.2%+18.2%0.635%
8/13/2025Mirabella Financial Services LLP109,430$3.70M0.4%N/A0.003%
8/13/2025Dodge & Cox45,635,942$1.54B0.9%-37.1%1.423%
8/13/2025EverSource Wealth Advisors LLC11,149$377K0.0%+16.7%0.000%
8/13/2025Invesco Ltd.1,633,951$55.26M0.0%-17.8%0.051%
8/13/2025Twin Peaks Wealth Advisors LLC978$33K0.0%N/A0.000%
8/13/2025RPg Family Wealth Advisory LLC155,348$5.25M1.4%-44.9%0.005%
8/13/2025Groupe la Francaise119,479$4.03M0.1%+39.5%0.004%
8/13/2025Arrowstreet Capital Limited Partnership18,739,159$634.21M0.4%+6.7%0.584%
8/13/2025M&T Bank Corp298,111$10.09M0.0%+6.2%0.009%
8/13/2025Brandes Investment Partners LP1,754,446$59.34M0.5%+11.5%0.055%
8/13/2025Fisher Asset Management LLC58,424,089$1.98B0.8%+16.9%1.822%
8/13/2025Channing Global Advisors LLC741,861$25.03M16.1%-0.5%0.023%
8/13/2025West Family Investments Inc.6,810$230K0.1%-28.6%0.000%
8/13/2025Mackenzie Financial Corp767,981$26M0.0%-32.7%0.024%
8/13/2025Neuberger Berman Group LLC181,910$6.14M0.0%+14.9%0.006%
8/13/2025Norges Bank144,091,392$4.88B0.6%N/A4.494%
8/13/2025Patient Capital Management LLC1,937,639$65.53M3.0%-5.2%0.060%
8/13/2025Hsbc Holdings PLC1,720,276$58.00M0.0%+10.2%0.054%
8/13/2025Capital Fund Management S.A.37,132$1.26M0.0%N/A0.001%
8/13/2025Northwestern Mutual Wealth Management Co.63,304$2.14M0.0%+16.3%0.002%
8/13/2025Groupama Asset Managment145,805$4.93M0.0%-2.4%0.005%
8/13/2025Korea Investment CORP1,803,655$60.84M0.1%-21.9%0.056%
8/13/2025Elevation Point Wealth Partners LLC36,958$1.25M0.1%-1.5%0.001%
8/13/2025Quadrant Capital Group LLC106,855$3.61M0.1%-9.7%0.003%
8/13/2025Fortress Financial Solutions LLC6,528$221K0.3%N/A0.000%
8/13/2025Choreo LLC64,425$2.18M0.0%+24.6%0.002%
8/13/2025Russell Investments Group Ltd.7,750,678$261.45M0.3%-0.7%0.242%
8/12/2025 Advisors Asset Management Inc.33,200$1.12M0.0%+19.3%0.001%
8/12/2025 Edmond DE Rothschild Holding S.A.674,660$22.71M0.4%+28.4%0.021%
8/12/2025 Steward Partners Investment Advisory LLC10,488$355K0.0%+162.7%0.000%
8/12/2025 Summit Global Investments53,198$1.80M0.1%-17.2%0.002%
8/12/2025 Longfellow Investment Management Co. LLC41,675$1.41M0.3%N/A0.001%
8/12/2025 Coldstream Capital Management Inc.26,179$885K0.0%+1.1%0.001%
8/12/2025 American Century Companies Inc.1,248,597$42.23M0.0%+1.1%0.039%
8/12/2025 Cozad Asset Management Inc.6,020$204K0.0%N/A0.000%
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8/12/2025 Rhumbline Advisers44,451$1.50M0.0%+4.5%0.001%
8/12/2025 AlphaCore Capital LLC2,077$70K0.0%N/A0.000%
8/12/2025 Journey Strategic Wealth LLC8,794$297K0.0%-3.6%0.000%
8/12/2025 Franklin Resources Inc.637,302$21.65M0.0%-71.2%0.020%
8/12/2025 Mediolanum International Funds Ltd69,440$2.33M0.0%-60.8%0.002%
8/12/2025 Legal & General Group Plc24,789,498$836.21M0.2%-8.8%0.773%
8/12/2025 MAI Capital Management4,376$148K0.0%+1,222.1%0.000%
8/12/2025 Personal CFO Solutions LLC19,197$649K0.1%-30.2%0.001%
8/12/2025 ABN AMRO Bank N.V.1,571,564$53.27M0.7%N/A0.049%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich4,488,939$151.38M2.4%-1.1%0.140%
8/12/2025 Prudential PLC360,657$12.21M0.1%+20.4%0.011%
8/12/2025 Haven Global Partners LLC675,824$22.80M17.9%+15.6%0.021%
8/12/2025 Ensign Peak Advisors Inc204,044$6.88M0.0%-8.0%0.006%
8/11/2025 TD Waterhouse Canada Inc.19,998$675K0.0%+51.0%0.001%
8/11/2025 Wealthspire Advisors LLC6,232$211K0.0%N/A0.000%
8/11/2025 Vanguard Group Inc.135,357,012$4.60B0.1%+3.0%4.221%
8/11/2025 Pinnacle Wealth Planning Services Inc.12,528$424K0.1%+14.2%0.000%
8/11/2025 Westover Capital Advisors LLC7,300$247K0.0%-6.8%0.000%
8/11/2025 Dorsey & Whitney Trust CO LLC18,781$635K0.0%-10.1%0.001%
8/11/2025 Rothschild Investment LLC3,404$115K0.0%-10.5%0.000%
8/8/2025 Rockefeller Capital Management L.P.33,648$1.14M0.0%+33.9%0.001%
8/8/2025 Citizens Financial Group Inc. RI12,479$422K0.0%+39.6%0.000%
8/8/2025 Avantax Advisory Services Inc.57,244$1.94M0.0%+16.4%0.002%
8/8/2025 Cetera Investment Advisers65,647$2.22M0.0%-18.0%0.002%
8/8/2025 SG Americas Securities LLC19,331$654K0.0%+122.3%0.001%
8/8/2025 Creative Planning259,110$8.76M0.0%-13.2%0.008%
8/8/2025 Empower Advisory Group LLC8,019$271K0.0%+9.7%0.000%
8/8/2025 Massachusetts Financial Services Co. MA63,935,645$2.16B0.7%-14.1%1.994%
8/8/2025 Advisors Capital Management LLC52,648$1.78M0.0%+44.1%0.002%
8/8/2025 Fiera Capital Corp252,885$8.55M0.0%+16.5%0.008%
8/8/2025Allianz SE3,542$119K0.0%-71.2%0.000%
8/8/2025 Credit Capital Investments LLC30,000$1.02M1.4%-30.2%0.001%
8/8/2025 D Orazio & Associates Inc.10,835$366K0.1%-2.9%0.000%
8/8/2025 Bailard Inc.35,880$1.21M0.0%-1.1%0.001%
8/8/2025 PNC Financial Services Group Inc.127,614$4.32M0.0%+6.4%0.004%
8/8/2025 Quinn Opportunity Partners LLC12,617$427K0.0%N/A0.000%
8/8/2025 M&G PLC4,413,062$150.23M0.8%+17.0%0.138%
8/8/2025 Forsta AP Fonden529,606$17.91M0.1%+14.7%0.017%
8/8/2025 Jupiter Asset Management Ltd.999,014$33.70M0.3%-21.7%0.031%
8/8/2025 SBI Securities Co. Ltd.6,851$232K0.0%-5.9%0.000%
8/7/2025 Vise Technologies Inc.57,103$1.93M0.1%N/A0.002%
8/7/2025 Allworth Financial LP6,827$231K0.0%-16.1%0.000%
8/7/2025 Altman Advisors Inc.71,825$2.43M0.9%+2.9%0.002%
8/7/2025 Future Fund LLC24,775$838K0.4%+10.2%0.001%
8/7/2025 DJE Kapital AG162,371$5.40M0.1%-64.2%0.005%
8/7/2025 Acadian Asset Management LLC110,941$3.74M0.0%-79.0%0.003%
8/7/2025 Campbell & CO Investment Adviser LLC119,894$4.06M0.3%N/A0.004%
8/7/2025 Parkside Financial Bank & Trust1,321$45K0.0%-24.1%0.000%
8/7/2025Aviva PLC3,772,790$127.59M0.3%-0.2%0.118%
8/6/2025 Prospera Financial Services Inc18,434$623K0.0%+1.7%0.001%
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8/6/2025 Fox Run Management L.L.C.8,573$290K0.0%N/A0.000%
8/6/2025 Metis Global Partners LLC106,313$3.60M0.1%+8.0%0.003%
8/6/2025 Savant Capital LLC9,831$332K0.0%+13.4%0.000%
8/6/2025 Golden State Wealth Management LLC3,199$108K0.0%-21.4%0.000%
8/6/2025 Sienna Gestion577,949$17.79M1.2%N/A0.018%
8/6/2025 Helios Capital Management PTE. Ltd.136,000$4.60M3.5%+21.4%0.004%
8/6/2025 Atlantic Union Bankshares Corp2,564$87K0.0%N/A0.000%
8/6/2025 Genus Capital Management Inc.6,620$224K0.0%-4.5%0.000%
8/6/2025 Simmons Bank8,770$297K0.0%-46.4%0.000%
8/5/2025 Transatlantique Private Wealth LLC53,878$1.82M0.7%+26.6%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, 623 institutional investors and hedge funds held shares of UBS Group. The most heavily invested institutionals were Norges Bank ($4.88B), Vanguard Group Inc. ($4.60B), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.29B), Massachusetts Financial Services Co. MA ($2.16B), Fisher Asset Management LLC ($1.98B), FMR LLC ($1.70B), and Zurcher Kantonalbank Zurich Cantonalbank ($1.69B).Learn more on UBS Group's institutional investors.

Which institutional investors have been buying UBS Group's stock?

Of the 538 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 ($488.47M), Legal & General Group Plc ($41.03M), FMR LLC ($26.71M), Pzena Investment Management LLC ($26.71M), Zurcher Kantonalbank Zurich Cantonalbank ($19.45M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($18.19M), and Goldman Sachs Group Inc. ($17.68M).

How much institutional buying is happening at UBS Group?

Institutional investors have bought a total of 561,347,759 shares in the last 24 months. This purchase volume represents approximately $17.61B in transactions.

Which of UBS Group's major shareholders have been selling company stock?

Of the 274 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: Massachusetts Financial Services Co. MA ($34.19M), Dodge & Cox ($27.86M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($15.51M), Legal & General Group Plc ($9.46M), Acadian Asset Management LLC ($6.69M), FMR LLC ($6.41M), and Zurcher Kantonalbank Zurich Cantonalbank ($5.97M).

How much institutional selling is happening at UBS Group?

Institutional investors have sold a total of 150,631,102 shares in the last 24 months. This volume of shares sold represents approximately $4.77B in transactions.


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This page (NYSE:UBS) was last updated on 8/14/2025 by MarketBeat.com Staff
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