Free Trial
→ Trump’s betrayal exposed (From Porter & Company) (Ad) Buy UBS Stock  Free UBS Stock Alerts

UBS Group (UBS) Institutional Ownership

UBS Group logo
$26.71 -1.51 (-5.36%)
Closing price 03:59 PM Eastern
Extended Trading
$26.82 +0.12 (+0.44%)
As of 04:52 PM 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 Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
342
Total
Institutional Inflows
(last 12 months)
$11.09B
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$2.75B
Get UBS Insider Trade Alerts

Want to know when executives and insiders are buying or selling UBS Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UBS Institutional Buying and Selling by Quarter

Remove Ads

UBS Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/3/2025Central Pacific Bank Trust Division6,600$202K0.0%-13.2%0.000%
4/3/2025Versant Capital Management Inc16,383$502K0.1%+1,145.9%0.001%
4/3/2025First Hawaiian Bank26,463$811K0.0%-2.4%0.001%
4/2/2025Park National Corp OH7,245$222K0.0%-5.7%0.000%
4/1/2025MassMutual Private Wealth & Trust FSB6,236$191K0.0%+19.3%0.000%
3/14/2025Lansforsakringar Fondforvaltning AB publ 1,138,973$34.84M0.4%N/A0.036%
2/27/2025Brucke Financial Inc.20,356$617K0.5%N/A0.001%
2/27/2025Jefferies Financial Group Inc.27,858$845K0.0%-8.6%0.001%
2/27/2025Pinnacle Wealth Planning Services Inc.9,588$291K0.0%-21.5%0.000%
2/25/2025B. Riley Wealth Advisors Inc.14,214$431K0.0%-7.5%0.000%
2/20/2025Mackenzie Financial Corp1,778,047$53.91M0.1%+0.8%0.055%
2/20/2025Forum Financial Management LP68,105$2.07M0.0%+20.8%0.002%
2/19/2025Public Employees Retirement System of Ohio1,916,153$58.48M0.2%-14.7%0.060%
2/18/2025Vise Technologies Inc.54,234$1.64M0.1%+16.5%0.002%
2/18/2025Inspire Trust Co. N.A.108,000$3.28M0.8%+3.4%0.003%
2/18/2025Continuum Advisory LLC2,009$61K0.0%+31.1%0.000%
2/18/2025Principal Street Partners LLC7,808$237K0.0%-44.4%0.000%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC73,530,280$2.23B0.5%-2.9%2.293%
2/17/2025USS Investment Management Ltd516,617$15.77M0.1%+2.6%0.016%
2/17/2025Waverly Advisors LLC17,620$534K0.0%N/A0.001%
2/17/2025Zurich Insurance Group Ltd FI855,185$26.17M0.2%+44.6%0.027%
2/17/2025Vident Advisory LLC113,009$3.44M0.1%-3.7%0.004%
2/17/2025Two Sigma Advisers LP92,386$2.80M0.0%-53.0%0.003%
2/17/2025Strategic Global Advisors LLC14,395$436K0.1%N/A0.000%
2/17/2025Snowden Capital Advisors LLC37,404$1.13M0.0%-0.9%0.001%
2/17/2025Royal Bank of Canada8,359,784$253.47M0.1%+4.7%0.261%
2/17/2025Quantinno Capital Management LP251,671$7.63M0.1%+52.2%0.008%
2/17/2025Parkwood LLC199,507$6.10M0.7%N/A0.006%
2/17/2025Patient Capital Management LLC2,042,420$61.93M2.9%+1.0%0.064%
2/17/2025Nuveen Asset Management LLC11,891,970$363.26M0.1%+7.4%0.371%
2/17/2025Occudo Quantitative Strategies LP19,120$580K0.1%-42.9%0.001%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,810$117K0.0%+62.3%0.000%
2/17/2025Logan Capital Management Inc.89,505$2.71M0.1%+1.7%0.003%
2/17/2025Laird Norton Wetherby Wealth Management LLC135,861$4.12M0.2%-3.3%0.004%
2/17/2025Janus Henderson Group PLC1,951,232$59.69M0.0%-5.6%0.061%
2/17/2025Jefferies Financial Group Inc.27,858$845K0.0%-8.6%0.001%
2/17/2025Governors Lane LP890,800$27.22M2.1%N/A0.028%
2/17/2025Focus Partners Wealth12,642$393K0.0%+28.1%0.000%
2/17/2025Fullerton Fund Management Co Ltd.792,832$24.26M0.8%N/A0.025%
2/17/2025Ethic Inc.26,711$810K0.0%+17.7%0.001%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you… To partner with Elon on what he believes will be the biggest AI project of the century… Starting with as little as $500.

Click here to see how you could take a stake in Elon’s private company…
2/17/2025Fiduciary Trust Co9,146$277K0.0%+13.3%0.000%
2/17/2025Deutsche Bank AG27,013,906$819.06M0.3%+15.8%0.842%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main28,307,335$858.36M0.9%+162.6%0.883%
2/17/2025Cresset Asset Management LLC24,859$754K0.0%-78.7%0.001%
2/17/2025Cetera Investment Advisers60,549$1.84M0.0%+0.9%0.002%
2/17/2025Captrust Financial Advisors2,150,062$65.19M0.2%-0.5%0.067%
2/17/2025Balyasny Asset Management L.P.27,112$822K0.0%N/A0.001%
2/17/2025Baker Avenue Asset Management LP517,408$15.69M0.5%+1.0%0.016%
2/17/2025Bayesian Capital Management LP6,949$211K0.0%N/A0.000%
2/17/2025Beverly Hills Private Wealth LLC40,123$1.22M0.2%+11.3%0.001%
2/17/2025BNP Paribas Financial Markets9,393$285K0.0%-87.6%0.000%
2/17/2025Ameriprise Financial Inc.3,019,370$91.56M0.0%+1.9%0.094%
2/17/2025AXA S.A.5,092,284$154.40M0.5%+1.8%0.159%
2/17/2025Advanced Portfolio Management LLC165,000$5.00M5.9%N/A0.005%
2/17/2025Alaethes Wealth LLC71,743$2.18M0.8%+0.9%0.002%
2/14/2025Mercer Global Advisors Inc. ADV150,839$4.57M0.0%-46.1%0.005%
2/14/2025Keel Point LLC9,227$280K0.0%+4.4%0.000%
2/14/2025Caisse DE Depot ET Placement DU Quebec880,668$26.94M0.1%-49.7%0.027%
2/14/2025Rehmann Capital Advisory Group26,474$803K0.1%-2.0%0.001%
2/14/2025AdvisorShares Investments LLC23,545$714K0.1%-15.9%0.001%
2/14/2025Northern Trust Corp4,110,112$124.62M0.0%+20.6%0.128%
2/14/2025The Manufacturers Life Insurance Company 1,411,777$43.32M0.0%+0.2%0.044%
2/14/2025Beacon Pointe Advisors LLC7,006$212K0.0%N/A0.000%
2/14/2025Tudor Investment Corp ET AL258,525$7.84M0.0%N/A0.008%
2/14/2025New Vernon Capital Holdings II LLC12,114$367K0.2%-18.0%0.000%
2/14/2025Nebula Research & Development LLC9,098$276K0.0%+6.6%0.000%
2/14/2025Kovitz Investment Group Partners LLC46,946$1.42M0.0%-1.7%0.001%
2/14/2025Voya Investment Management LLC559,994$17.14M0.0%+1.8%0.017%
2/14/2025Integrated Wealth Concepts LLC65,889$2.00M0.0%+0.5%0.002%
2/14/2025Syon Capital LLC15,755$478K0.0%-73.5%0.000%
2/14/2025Susquehanna Advisors Group Inc.343,700$10.42M0.3%N/A0.011%
2/14/2025SIH Partners LLLP7,076,063$214.55M10.8%N/A0.221%
2/14/2025J. Safra Sarasin Holding AG3,957,928$121.11M2.0%+125.8%0.123%
2/14/2025OneDigital Investment Advisors LLC18,312$555K0.0%+150.1%0.001%
2/14/2025Stifel Financial Corp589,502$17.87M0.0%+0.1%0.018%
2/14/2025State of Tennessee Department of Treasury1,443,633$44.17M0.2%+0.5%0.045%
2/14/2025Tower Research Capital LLC TRC 5,862$178K0.0%-7.7%0.000%
2/14/2025Transatlantique Private Wealth LLC36,436$1.11M0.4%+3.5%0.001%
2/14/2025MML Investors Services LLC86,015$2.61M0.0%-1.1%0.003%
2/14/2025MetLife Investment Management LLC385,487$11.78M0.1%+31.8%0.012%
2/14/2025Ossiam72,265$2.21M0.1%-11.9%0.002%
2/14/2025Capital World Investors37,428,808$1.14B0.2%-5.0%1.167%
2/14/2025First Trust Advisors LP242,471$7.39M0.0%+13.4%0.008%
2/14/2025Freedom Investment Management Inc.12,923$392K0.0%-5.3%0.000%
2/14/2025Forum Financial Management LP68,105$2.07M0.0%+20.8%0.002%
2/14/2025GeoWealth Management LLC8,624$261K0.0%+74.5%0.000%
2/14/2025Commerce Bank8,840$268K0.0%-4.7%0.000%
2/13/2025CANADA LIFE ASSURANCE Co2,016,056$61.65M0.1%+4.9%0.063%
2/13/2025Canada Pension Plan Investment Board6,145,219$187.74M0.2%-33.0%0.192%
2/13/2025Marshall Wace LLP1,781,263$54.40M0.1%N/A0.056%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you… To partner with Elon on what he believes will be the biggest AI project of the century… Starting with as little as $500.

Click here to see how you could take a stake in Elon’s private company…
2/13/2025NewEdge Advisors LLC40,505$1.23M0.0%+7.1%0.001%
2/13/2025Main Street Financial Solutions LLC23,820$722K0.1%N/A0.001%
2/13/2025Evergreen Capital Management LLC27,951$847K0.0%+14.9%0.001%
2/13/2025United Capital Financial Advisors LLC20,883$633K0.0%-11.7%0.001%
2/13/2025Dodge & Cox73,497,042$2.24B1.3%+0.2%2.292%
2/13/2025Portolan Capital Management LLC321,566$9.75M0.7%N/A0.010%
2/13/2025Stamos Capital Partners L.P.57,500$1.74M0.4%+37.3%0.002%
2/13/2025Advisors Capital Management LLC40,885$1.24M0.0%+60.9%0.001%
2/13/2025Sagespring Wealth Partners LLC15,924$483K0.0%N/A0.000%
2/13/2025Townsquare Capital LLC56,500$1.71M0.0%+9.6%0.002%
(Data available from 1/1/2016 forward)

Remove Ads

UBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UBS shares?

During the previous two years, 594 institutional investors and hedge funds held shares of UBS Group. The most heavily invested institutionals were Norges Bank ($5.59B), Vanguard Group Inc. ($3.92B), Massachusetts Financial Services Co. MA ($2.46B), Dodge & Cox ($2.24B), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.23B), Credit Suisse AG ($2.09B), and FMR LLC ($1.70B).Learn more on UBS's institutional investors.

Which institutional investors have been buying UBS Group stock?

Of the 506 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 ($344.38M), Legal & General Group Plc ($41.03M), FMR LLC ($39.62M), Pzena Investment Management LLC ($27.51M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($18.19M), Capital World Investors ($16.57M), and Zurcher Kantonalbank Zurich Cantonalbank ($15.54M).

How much institutional buying is happening at UBS Group?

Institutional investors have bought a total of 702,747,247 shares in the last 24 months. This purchase volume represents approximately $20.36B in transactions.

Which UBS Group major shareholders have been selling company stock?

Of the 317 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 ($38.74M), Massachusetts Financial Services Co. MA ($30.12M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($15.51M), Deutsche Bank AG ($10.52M), Bank of Montreal Can ($8.02M), Legal & General Group Plc ($7.08M), and Canada Pension Plan Investment Board ($7.05M).

How much institutional selling is happening at UBS Group?

Institutional investors have sold a total of 228,222,521 shares in the last 24 months. This volume of shares sold represents approximately $5.95B in transactions.


Related Companies

This page (NYSE:UBS) was last updated on 4/4/2025 by MarketBeat.com Staff
From Our Partners
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Urgent Bitcoin alert for RIGHT NOW
Former billion-dollar hedge fund manager Larry Benedict has released the most incredible presentation of his 4...
Brownstone Research | Sponsored
Trump’s Secret Weapon
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
Trump Makes Major Crypto Announcement
Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...
Crypto 101 Media | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Elon’s Silver Play? Trump Clears the Path
Nothing is confirmed—yet. But Musk has disrupted every industry he's touched, and Trump's policies make the ti...
Priority Gold | Sponsored
Your Retirement Is Caught in the Crossfire
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
EU’s Action Takes Aim At US Retirees
Trump's Return Sparks Massive Gold Rush—Is Your 401(k) Ready for the Fallout? With President Trump back and...
Colonial Metals | Sponsored