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UBS Group (UBS) Institutional Ownership

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$38.20 +0.07 (+0.17%)
Closing price 03:59 PM Eastern
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$37.30 -0.89 (-2.34%)
As of 06:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
370
Total
Institutional Inflows
(last 12 months)
$12.24B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$3.56B
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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
7/24/2025Brucke Financial Inc.18,866$638K0.4%-4.1%0.001%
7/24/2025Blue Trust Inc.22,334$755K0.0%-27.4%0.001%
7/24/2025IFP Advisors Inc5,187$175K0.0%-5.2%0.000%
7/24/2025Callan Family Office LLC57,031$1.93M0.1%+150.7%0.002%
7/24/2025Blair William & Co. IL9,047$306K0.0%-4.2%0.000%
7/24/2025US Bancorp DE96,411$3.26M0.0%-8.9%0.003%
7/23/2025 Maryland State Retirement & Pension System302,560$10.24M0.2%-27.6%0.009%
7/23/2025 Optas LLC9,948$336K0.1%-26.9%0.000%
7/23/2025 Sax Wealth Advisors LLC13,774$466K0.0%-5.9%0.000%
7/23/2025 Venturi Wealth Management LLC9,947$336K0.0%+23.0%0.000%
7/22/2025 Valeo Financial Advisors LLC14,102$477K0.0%-5.6%0.000%
7/22/2025 DAVENPORT & Co LLC9,243$313K0.0%-35.2%0.000%
7/22/2025 Orca Wealth Management LLC61,113$2.07M1.7%+1.9%0.002%
7/22/2025 Brown Miller Wealth Management LLC5,956$201K0.1%-16.8%0.000%
7/22/2025 Highland Capital Management LLC86,756$2.93M0.2%-2.0%0.003%
7/22/2025 Clarius Group LLC22,227$751K0.0%-7.5%0.001%
7/22/2025 Checchi Capital Advisers LLC24,581$831K0.0%-2.8%0.001%
7/22/2025 AMF Tjanstepension AB708,033$23.95M0.2%+12.6%0.022%
7/22/2025 LGT Fund Management Co Ltd.244,036$8.26M0.7%-28.5%0.008%
7/21/2025 111 Capital160,693$5.44M0.9%+272.3%0.005%
7/21/2025 QRG Capital Management Inc.188,021$6.36M0.1%-9.3%0.006%
7/21/2025 Ameritas Advisory Services LLC1,926$65K0.0%N/A0.000%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,947$269K0.0%N/A0.000%
7/21/2025 Hilltop National Bank3,530$119K0.0%N/A0.000%
7/21/2025 J. Safra Sarasin Holding AG1,766,535$59.58M1.0%-12.6%0.055%
7/21/2025 ASR Vermogensbeheer N.V.794,098$26.79M0.3%+0.4%0.025%
7/21/2025 Platinum Investment Management Ltd.2,778,489$93.68M6.2%-35.9%0.087%
7/18/2025 Impact Capital Partners LLC9,994$338K0.1%+4.1%0.000%
7/18/2025 Columbia Asset Management7,886$267K0.1%-7.8%0.000%
7/18/2025 Truist Financial Corp41,782$1.41M0.0%-18.7%0.001%
7/17/2025 Park Place Capital Corp1,500$51K0.0%-44.4%0.000%
7/17/2025 HB Wealth Management LLC9,447$319K0.0%-28.1%0.000%
7/17/2025 Janney Capital Management LLC6,190$209K0.0%-98.6%0.000%
7/17/2025 Janney Montgomery Scott LLC15,402$521K0.0%-12.3%0.000%
7/17/2025 Exane Asset Management1,038,991$32.74M13.7%-19.5%0.032%
7/17/2025 Independence Bank of Kentucky4,600$156K0.0%-9.8%0.000%
7/17/2025 Sage Rhino Capital LLC15,093$510K0.1%-2.1%0.000%
7/16/2025 Signaturefd LLC72,966$2.47M0.0%-6.2%0.002%
7/16/2025 Kathmere Capital Management LLC32,969$1.12M0.1%-7.6%0.001%
7/16/2025 Five Oceans Advisors8,767$296K0.1%-5.7%0.000%
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7/16/2025 Bank Pictet & Cie Europe AG35,174$1.19M0.0%+293.0%0.001%
7/16/2025 Traveka Wealth LLC6,761$229K0.1%-21.3%0.000%
7/16/2025 Banque Pictet & Cie SA1,033,470$34.86M0.2%+25.7%0.032%
7/16/2025 Perigon Wealth Management LLC7,831$265K0.0%-37.4%0.000%
7/15/2025 First City Capital Management Inc.6,494$220K0.1%-5.6%0.000%
7/15/2025 TD Private Client Wealth LLC978$33K0.0%-48.6%0.000%
7/15/2025 Public Employees Retirement System of Ohio2,292,635$77.34M0.3%-13.7%0.072%
7/15/2025 Northside Capital Management LLC42,761$1.45M0.1%N/A0.001%
7/15/2025 Ballentine Partners LLC37,407$1.27M0.0%+2.6%0.001%
7/15/2025 Cigna Investments Inc. New59,806$2.02M0.3%-1.4%0.002%
7/15/2025 Maseco LLP836$28K0.0%N/A0.000%
7/14/2025 CHICAGO TRUST Co NA20,743$702K0.1%+142.0%0.001%
7/14/2025 Opal Wealth Advisors LLC3,653$124K0.0%+73.1%0.000%
7/14/2025 Seed Wealth Management Inc.12,245$414K0.3%-6.8%0.000%
7/14/2025 U.S. Capital Wealth Advisors LLC18,666$631K0.0%+5.5%0.001%
7/14/2025 Park Avenue Securities LLC54,294$1.84M0.0%-6.3%0.002%
7/14/2025 Border to Coast Pensions Partnership Ltd2,307,000$77.82M1.4%+10.4%0.072%
7/11/2025 Mitchell & Pahl Private Wealth LLC54,675$1.85M0.8%+1.7%0.002%
7/11/2025 BTC Capital Management Inc.45,458$1.54M0.1%+4.1%0.001%
7/11/2025 Farther Finance Advisors LLC13,722$464K0.0%+417.2%0.000%
7/11/2025 UMB Bank n.a.3,581$121K0.0%-11.5%0.000%
7/11/2025 Assenagon Asset Management S.A.217,715$7.34M0.0%+7.4%0.007%
7/10/2025 Trust Point Inc.6,437$218K0.0%N/A0.000%
7/10/2025 Contravisory Investment Management Inc.345,381$11.68M2.3%-0.7%0.011%
7/10/2025 Wealth Enhancement Advisory Services LLC121,067$4.22M0.0%-2.7%0.004%
7/9/2025 Sivia Capital Partners LLC14,300$484K0.1%+4.7%0.000%
7/9/2025 Sunpointe LLC6,164$208K0.1%N/A0.000%
7/9/2025 Systrade AG625,000$20.94M23.7%+5.0%0.019%
7/9/2025 Crocodile Capital Partners GmbH995,000$33.65M56.5%+74.6%0.031%
7/9/2025 MassMutual Private Wealth & Trust FSB5,244$177K0.0%-15.9%0.000%
7/8/2025 Baker Ellis Asset Management LLC40,050$1.35M0.2%+2.7%0.001%
7/8/2025 Lingohr Asset Management GmbH19,880$672K1.2%N/A0.001%
7/8/2025 Gradient Investments LLC19,225$650K0.0%+25.5%0.001%
7/8/2025 Gallacher Capital Management LLC15,719$532K0.2%-5.1%0.000%
7/8/2025 Parallel Advisors LLC14,634$495K0.0%-18.9%0.000%
7/7/2025 Value Partners Investments Inc.259,856$8.79M0.7%-0.4%0.008%
7/1/2025 Park National Corp OH7,789$263K0.0%+7.5%0.000%
6/18/2025Voya Investment Management LLC516,517$15.69M0.0%-7.8%0.016%
6/4/2025 First Hawaiian Bank26,463$811K0.0%-2.4%0.001%
5/29/2025Rhumbline Advisers42,554$1.30M0.0%+10.3%0.001%
5/27/2025Advisors Capital Management LLC36,546$1.12M0.0%-10.6%0.001%
5/21/2025Acadian Asset Management LLC527,669$16.02M0.0%-92.2%0.016%
5/21/2025Geneos Wealth Management Inc.1,497$46K0.0%+62.0%0.000%
5/20/2025 Belpointe Asset Management LLC20,850$639K0.0%N/A0.001%
5/20/2025 Fortis Capital Advisors LLC20,850$639K0.1%N/A0.001%
5/20/2025Focus Partners Wealth14,111$432K0.0%+11.6%0.000%
5/20/2025Plato Investment Management Ltd83,183$2.55M0.2%-22.6%0.003%
5/19/2025Alaethes Wealth LLC72,821$2.23M0.8%+1.5%0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC74,893,429$2.29B0.6%+1.9%2.336%
5/16/2025Zurich Insurance Group Ltd FI808,482$24.58M0.2%-5.5%0.025%
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5/16/2025Logan Capital Management Inc.6,666$204K0.0%-92.6%0.000%
5/16/2025 Ascent Group LLC15,233$467K0.0%+43.5%0.000%
5/16/2025Great Lakes Advisors LLC74,119$2.27M0.0%+6.2%0.002%
5/16/2025Jones Financial Companies Lllp1,167$36K0.0%-94.7%0.000%
5/16/2025Parkwood LLC184,105$5.59M0.5%-7.7%0.006%
5/16/2025Permanens Capital L.P.130,697$4.00M0.7%N/A0.004%
5/16/2025NatWest Group plc201,009$6.16M1.8%+1.6%0.006%
5/16/2025NewEdge Advisors LLC41,772$1.28M0.0%+3.1%0.001%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,518$137K0.0%+18.6%0.000%
5/16/2025Integrated Wealth Concepts LLC63,317$1.94M0.0%-3.9%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, 617 institutional investors and hedge funds held shares of UBS Group. The most heavily invested institutionals were Norges Bank ($5.59B), Vanguard Group Inc. ($4.04B), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.29B), Massachusetts Financial Services Co. MA ($2.28B), Dodge & Cox ($2.22B), Credit Suisse AG ($2.09B), and FMR LLC ($1.70B).Learn more on UBS Group's institutional investors.

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

Of the 529 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 ($344.38M), Legal & General Group Plc ($41.03M), Pzena Investment Management LLC ($27.51M), FMR 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 404,059,807 shares in the last 24 months. This purchase volume represents approximately $12.24B in transactions.

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

Of the 253 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 ($26.14M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($15.51M), Bank of Montreal Can ($8.02M), Legal & General Group Plc ($7.08M), FMR LLC ($6.41M), Acadian Asset Management LLC ($6.28M), and Zurcher Kantonalbank Zurich Cantonalbank ($5.97M).

How much institutional selling is happening at UBS Group?

Institutional investors have sold a total of 116,315,204 shares in the last 24 months. This volume of shares sold represents approximately $3.56B in transactions.


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This page (NYSE:UBS) was last updated on 7/24/2025 by MarketBeat.com Staff
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