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UBS Group (UBS) Institutional Ownership

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$34.05 +0.90 (+2.70%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
291
Total
Institutional Inflows
(last 12 months)
$9.44B
Number of
Institutional Sellers
(last 12 months)
196
Total
Institutional Outflows
(last 12 months)
$2.11B
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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
1/17/2025 Janney Montgomery Scott LLC23,241$705K0.0%-28.7%0.001%
1/17/2025 SG Americas Securities LLC6,514$198K0.0%N/A0.000%
1/17/2025 Baker Ellis Asset Management LLC39,900$1.21M0.2%-4.1%0.001%
1/17/2025 Janney Capital Management LLC463,791$14.06M0.9%-1.7%0.014%
1/17/2025 Dakota Wealth Management13,209$400K0.0%-2.7%0.000%
1/17/2025 Atomi Financial Group Inc.36,260$1.10M0.1%+22.6%0.001%
1/16/2025 Crossmark Global Holdings Inc.259,679$7.87M0.1%+1.6%0.008%
1/16/2025 Mitchell & Pahl Private Wealth LLC55,397$1.68M0.8%+4.1%0.002%
1/16/2025 Ballentine Partners LLC37,309$1.13M0.0%+11.1%0.001%
1/16/2025 Zhang Financial LLC40,211$1.22M0.1%+16.1%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB5,226$158K0.0%+23.0%0.000%
1/16/2025 M.E. Allison & CO. Inc.11,660$354K0.4%N/A0.000%
1/16/2025 Systrade AG495,000$15.01M24.2%+2.1%0.015%
1/16/2025 Diversify Advisory Services LLC12,195$394K0.0%+23.6%0.000%
1/16/2025 Diversify Wealth Management LLC37,054$1.20M0.1%+19.3%0.001%
1/16/2025 Liberty One Investment Management LLC22,121$671K0.1%-6.7%0.001%
1/16/2025 Clarius Group LLC17,909$543K0.0%-4.5%0.001%
1/15/2025 HB Wealth Management LLC13,230$401K0.0%+98.9%0.000%
1/15/2025 Trivant Custom Portfolio Group LLC32,061$972K0.6%-2.6%0.001%
1/15/2025 Sax Wealth Advisors LLC11,261$341K0.0%-12.3%0.000%
1/15/2025 Border to Coast Pensions Partnership Ltd2,090,000$63.91M1.3%+15.0%0.065%
1/15/2025 Ritholtz Wealth Management206,803$6.27M0.2%+16.6%0.006%
1/15/2025 Legacy Wealth Asset Management LLC60,322$1.83M0.5%-0.6%0.002%
1/14/2025 Contravisory Investment Management Inc.316,505$9.60M2.1%-1.0%0.010%
1/14/2025 Park Avenue Securities LLC37,205$1.13M0.0%+21.7%0.001%
1/14/2025 Kathmere Capital Management LLC34,747$1.05M0.1%+3.9%0.001%
1/14/2025 Assenagon Asset Management S.A.201,064$6.15M0.0%-4.2%0.006%
1/13/2025 Claro Advisors LLC10,174$308K0.0%-5.0%0.000%
1/13/2025 Aprio Wealth Management LLC11,383$345K0.1%+18.6%0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC106,019$3.28M0.0%+1.1%0.003%
1/8/2025 First Hawaiian Bank27,114$822K0.0%-3.1%0.001%
1/3/2025 Versant Capital Management Inc1,315$40K0.0%N/A0.000%
12/13/2024B. Riley Wealth Advisors Inc.15,371$473K0.0%-3.1%0.000%
12/6/2024Logan Capital Management Inc.88,025$2.72M0.1%+4.2%0.003%
12/3/2024Oddo BHF Asset Management Sas12,661$391K0.0%N/A0.000%
12/2/2024Inspire Trust Co. N.A.104,417$3.23M0.9%+36.6%0.003%
11/27/2024Franklin Resources Inc.1,332,626$43.93M0.0%-13.4%0.042%
11/25/2024Wilmington Savings Fund Society FSB11,805$365K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC34,515$1.10M0.0%+30.5%0.001%
11/19/2024M&T Bank Corp335,228$10.37M0.0%-1.6%0.010%
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11/18/2024TD Private Client Wealth LLC12,813$396K0.0%+3.2%0.000%
11/18/2024Teachers Retirement System of The State of Kentucky413,250$12.77M0.1%-29.5%0.013%
11/18/2024Coldstream Capital Management Inc.24,863$769K0.0%+8.7%0.001%
11/15/2024M&T Bank Corp335,228$10.37M0.0%-1.6%0.010%
11/15/2024Continuum Advisory LLC1,532$49K0.0%+41.6%0.000%
11/15/2024Public Employees Retirement System of Ohio2,247,230$69.44M0.3%N/A0.070%
11/15/2024Groupama Asset Managment121,007$3.74M0.1%+107.1%0.004%
11/15/2024MML Investors Services LLC87,008$2.69M0.0%-0.4%0.003%
11/15/2024Dorsey Wright & Associates141,675$4.38M1.0%+12.3%0.004%
11/15/2024Orion Portfolio Solutions LLC135,938$4.20M0.1%+1.7%0.004%
11/15/2024XTX Topco Ltd20,534$635K0.0%+26.7%0.001%
11/15/2024Zurich Insurance Group Ltd FI591,285$18.24M0.2%-16.5%0.018%
11/15/2024National Bank of Canada FI118,195$3.66M0.0%-39.7%0.004%
11/15/2024United Services Automobile Association110,504$3.40M0.1%-11.1%0.003%
11/15/2024Kovitz Investment Group Partners LLC47,771$1.48M0.0%+34.8%0.001%
11/15/2024Wellington Management Group LLP13,708,623$423.50M0.1%+20.2%0.428%
11/15/2024Stifel Financial Corp589,142$18.21M0.0%+4.0%0.018%
11/15/2024Quantinno Capital Management LP165,303$5.11M0.1%+17.5%0.005%
11/15/2024Royal London Asset Management Ltd.7,149,149$220.98M0.5%+0.6%0.223%
11/15/2024Point72 Asset Management L.P.102,700$3.17M0.0%+1,504.7%0.003%
11/15/2024Morse Asset Management Inc7,875$243K0.1%N/A0.000%
11/15/2024Integrated Wealth Concepts LLC65,569$2.03M0.0%+0.7%0.002%
11/15/2024Janus Henderson Group PLC2,066,849$63.84M0.0%+1.8%0.064%
11/15/2024HighTower Advisors LLC129,547$4.00M0.0%-5.3%0.004%
11/15/2024Hilltop Holdings Inc.10,428$321K0.0%+30.5%0.000%
11/15/2024Point72 Hong Kong Ltd101,962$3.15M0.2%-41.3%0.003%
11/14/2024Timber Creek Capital Management LLC117,302$3.63M1.0%+36.9%0.004%
11/14/2024ARGA Investment Management LP6,892,162$212.25M7.0%+5.7%0.215%
11/14/2024Caisse DE Depot ET Placement DU Quebec1,751,869$54.12M0.1%+11.5%0.055%
11/14/2024Verition Fund Management LLC31,214$965K0.0%+58.6%0.001%
11/14/2024Channing Global Advisors LLC532,829$16.46M13.9%-4.7%0.017%
11/14/2024Captrust Financial Advisors2,160,704$66.79M0.2%-1.1%0.067%
11/14/2024Rockefeller Capital Management L.P.12,833$397K0.0%-31.2%0.000%
11/14/2024Hantz Financial Services Inc.81,309$2.51M0.0%-1.5%0.003%
11/14/2024Financial Counselors Inc.7,659$237K0.0%-22.0%0.000%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC75,751,555$2.34B0.6%-14.9%2.362%
11/14/2024Public Sector Pension Investment Board2,136,398$66M0.4%+17.8%0.067%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank57,349,524$1.77B5.3%+6.1%1.789%
11/14/2024MetLife Investment Management LLC292,388$9.05M0.1%-1.8%0.009%
11/14/2024RPg Family Wealth Advisory LLC265,950$8.22M2.4%+0.7%0.008%
11/13/2024Glenmede Trust Co. NA66,504$2.06M0.0%+3.0%0.002%
11/13/2024Freedom Investment Management Inc.13,641$422K0.0%-4.6%0.000%
11/13/2024Townsquare Capital LLC51,533$1.59M0.0%+40.3%0.002%
11/13/2024BNP Paribas Financial Markets75,894$2.35M0.0%-75.0%0.002%
11/13/2024Principal Street Partners LLC14,049$415K0.1%+97.0%0.000%
11/13/2024Quantbot Technologies LP152,151$4.70M0.2%+117.1%0.005%
11/13/2024FMR LLC42,924,004$1.32B0.1%-13.0%1.339%
11/13/2024The Manufacturers Life Insurance Company1,409,585$43.70M0.0%+1.4%0.044%
11/13/2024Bank of Montreal Can1,815,726$56.36M0.0%-15.5%0.057%
11/13/2024Independent Advisor Alliance85,636$2.65M0.1%-0.6%0.003%
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11/13/2024Dynamic Technology Lab Private Ltd56,012$1.73M0.2%N/A0.002%
11/13/2024Fisher Asset Management LLC772,707$23.88M0.0%N/A0.024%
11/12/2024Pitcairn Co.53,287$1.65M0.1%-12.9%0.002%
11/12/2024Cerity Partners LLC128,980$3.99M0.0%+45.7%0.004%
11/12/2024Studio Investment Management LLC15,556$481K0.1%+3.1%0.000%
11/12/2024Raymond James Trust N.A.32,506$1.01M0.0%-5.1%0.001%
11/12/2024Charles Schwab Investment Management Inc.220,042$6.80M0.0%+17.7%0.007%
11/12/2024Banco Santander S.A.63,043$1.95M0.0%-11.6%0.002%
11/12/2024Massachusetts Financial Services Co. MA91,250,596$2.82B0.8%-7.0%2.846%
11/8/2024Pzena Investment Management LLC30,802,466$952.10M3.1%+2.8%0.961%
(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, 532 institutional investors and hedge funds held shares of UBS Group. The most heavily invested institutionals were Norges Bank ($5.00B), Vanguard Group Inc. ($3.55B), Dodge & Cox ($3.29B), Massachusetts Financial Services Co. MA ($2.82B), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.34B), Credit Suisse AG ($2.09B), and Zurcher Kantonalbank Zurich Cantonalbank ($1.77B).Learn more on UBS's institutional investors.

Which institutional investors have been buying UBS Group stock?

Of the 454 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 ($161.27M), Legal & General Group Plc ($41.03M), Pzena Investment Management LLC ($27.51M), FMR LLC ($27.01M), Capital World Investors ($16.57M), Zurcher Kantonalbank Zurich Cantonalbank ($16.10M), and Acadian Asset Management LLC ($11.08M).

How much institutional buying is happening at UBS Group?

Institutional investors have bought a total of 443,588,806 shares in the last 24 months. This purchase volume represents approximately $12.35B in transactions.

Which UBS Group major shareholders have been selling company stock?

Of the 286 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: Wellington Management Group LLP ($37.96M), Massachusetts Financial Services Co. MA ($20.08M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($13.29M), Deutsche Bank AG ($11.57M), Bank of Montreal Can ($8.02M), Credit Suisse AG ($7.26M), and Vontobel Holding Ltd. ($6.90M).

How much institutional selling is happening at UBS Group?

Institutional investors have sold a total of 202,753,653 shares in the last 24 months. This volume of shares sold represents approximately $5.00B in transactions.


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This page (NYSE:UBS) was last updated on 1/20/2025 by MarketBeat.com Staff
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