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UBS Group (UBS) Institutional Ownership

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$33.48 -0.05 (-0.13%)
Closing price 03:59 PM Eastern
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$33.50 +0.03 (+0.08%)
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
344
Total
Institutional Inflows
(last 12 months)
$11.28B
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$2.84B
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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
2/20/2025 Mackenzie Financial Corp1,778,047$53.91M0.1%+0.8%0.055%
2/20/2025 Forum Financial Management LP68,105$2.07M0.0%+20.8%0.002%
2/19/2025 Public Employees Retirement System of Ohio1,916,153$58.48M0.2%-14.7%0.060%
2/18/2025 Vise Technologies Inc.54,234$1.64M0.1%+16.5%0.002%
2/18/2025 Inspire Trust Co. N.A.108,000$3.28M0.8%+3.4%0.003%
2/18/2025 Continuum Advisory LLC2,009$61K0.0%+31.1%0.000%
2/18/2025 Principal Street Partners LLC7,808$237K0.0%-44.4%0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC73,530,280$2.23B0.5%-2.9%2.293%
2/17/2025 USS Investment Management Ltd516,617$15.77M0.1%+2.6%0.016%
2/17/2025 Waverly Advisors LLC17,620$534K0.0%N/A0.001%
2/17/2025 Zurich Insurance Group Ltd FI855,185$26.17M0.2%+44.6%0.027%
2/17/2025 Vident Advisory LLC113,009$3.44M0.1%-3.7%0.004%
2/17/2025 Two Sigma Advisers LP92,386$2.80M0.0%-53.0%0.003%
2/17/2025 Strategic Global Advisors LLC14,395$436K0.1%N/A0.000%
2/17/2025 Snowden Capital Advisors LLC37,404$1.13M0.0%-0.9%0.001%
2/17/2025 Royal Bank of Canada8,359,784$253.47M0.1%+4.7%0.261%
2/17/2025 Quantinno Capital Management LP251,671$7.63M0.1%+52.2%0.008%
2/17/2025 Parkwood LLC199,507$6.10M0.7%N/A0.006%
2/17/2025 Patient Capital Management LLC2,042,420$61.93M2.9%+1.0%0.064%
2/17/2025 Nuveen Asset Management LLC11,891,970$363.26M0.1%+7.4%0.371%
2/17/2025 Occudo Quantitative Strategies LP19,120$580K0.1%-42.9%0.001%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,810$117K0.0%+62.3%0.000%
2/17/2025 Logan Capital Management Inc.89,505$2.71M0.1%+1.7%0.003%
2/17/2025 Laird Norton Wetherby Wealth Management LLC135,861$4.12M0.2%-3.3%0.004%
2/17/2025 Janus 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%
2/17/2025 Governors Lane LP890,800$27.22M2.1%N/A0.028%
2/17/2025 Focus Partners Wealth12,642$393K0.0%+28.1%0.000%
2/17/2025 Fullerton Fund Management Co Ltd.792,832$24.26M0.8%N/A0.025%
2/17/2025 Ethic Inc.26,711$810K0.0%+17.7%0.001%
2/17/2025 Fiduciary Trust Co9,146$277K0.0%+13.3%0.000%
2/17/2025 Deutsche Bank AG27,013,906$819.06M0.3%+15.8%0.842%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main28,307,335$858.36M0.9%+162.6%0.883%
2/17/2025 Cresset Asset Management LLC24,859$754K0.0%-78.7%0.001%
2/17/2025 Cetera Investment Advisers60,549$1.84M0.0%+0.9%0.002%
2/17/2025 Captrust Financial Advisors2,150,062$65.19M0.2%-0.5%0.067%
2/17/2025 Balyasny Asset Management L.P.27,112$822K0.0%N/A0.001%
2/17/2025 Baker Avenue Asset Management LP517,408$15.69M0.5%+1.0%0.016%
2/17/2025 Bayesian Capital Management LP6,949$211K0.0%N/A0.000%
2/17/2025 Beverly Hills Private Wealth LLC40,123$1.22M0.2%+11.3%0.001%
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2/17/2025 BNP Paribas Financial Markets9,393$285K0.0%-87.6%0.000%
2/17/2025 Ameriprise Financial Inc.3,019,370$91.56M0.0%+1.9%0.094%
2/17/2025 AXA S.A.5,092,284$154.40M0.5%+1.8%0.159%
2/17/2025 Advanced Portfolio Management LLC165,000$5.00M5.9%N/A0.005%
2/17/2025 Alaethes Wealth LLC71,743$2.18M0.8%+0.9%0.002%
2/14/2025 Mercer Global Advisors Inc. ADV150,839$4.57M0.0%-46.1%0.005%
2/14/2025 Keel Point LLC9,227$280K0.0%+4.4%0.000%
2/14/2025 Caisse DE Depot ET Placement DU Quebec880,668$26.94M0.1%-49.7%0.027%
2/14/2025 Rehmann Capital Advisory Group26,474$803K0.1%-2.0%0.001%
2/14/2025 AdvisorShares Investments LLC23,545$714K0.1%-15.9%0.001%
2/14/2025 Northern Trust Corp4,110,112$124.62M0.0%+20.6%0.128%
2/14/2025 The Manufacturers Life Insurance Company 1,411,777$43.32M0.0%+0.2%0.044%
2/14/2025 Beacon Pointe Advisors LLC7,006$212K0.0%N/A0.000%
2/14/2025 Tudor Investment Corp ET AL258,525$7.84M0.0%N/A0.008%
2/14/2025 New Vernon Capital Holdings II LLC12,114$367K0.2%-18.0%0.000%
2/14/2025 Nebula Research & Development LLC9,098$276K0.0%+6.6%0.000%
2/14/2025 Kovitz Investment Group Partners LLC46,946$1.42M0.0%-1.7%0.001%
2/14/2025 Voya Investment Management LLC559,994$17.14M0.0%+1.8%0.017%
2/14/2025 Integrated Wealth Concepts LLC65,889$2.00M0.0%+0.5%0.002%
2/14/2025 Syon Capital LLC15,755$478K0.0%-73.5%0.000%
2/14/2025 Susquehanna Advisors Group Inc.343,700$10.42M0.3%N/A0.011%
2/14/2025 SIH Partners LLLP7,076,063$214.55M10.8%N/A0.221%
2/14/2025 J. Safra Sarasin Holding AG3,957,928$121.11M2.0%+125.8%0.123%
2/14/2025 OneDigital Investment Advisors LLC18,312$555K0.0%+150.1%0.001%
2/14/2025 Stifel Financial Corp589,502$17.87M0.0%+0.1%0.018%
2/14/2025 State of Tennessee Department of Treasury1,443,633$44.17M0.2%+0.5%0.045%
2/14/2025 Tower Research Capital LLC TRC 5,862$178K0.0%-7.7%0.000%
2/14/2025 Transatlantique Private Wealth LLC36,436$1.11M0.4%+3.5%0.001%
2/14/2025 MML Investors Services LLC86,015$2.61M0.0%-1.1%0.003%
2/14/2025 MetLife Investment Management LLC385,487$11.78M0.1%+31.8%0.012%
2/14/2025 Ossiam72,265$2.21M0.1%-11.9%0.002%
2/14/2025 Capital World Investors37,428,808$1.14B0.2%-5.0%1.167%
2/14/2025 First Trust Advisors LP242,471$7.39M0.0%+13.4%0.008%
2/14/2025 Freedom Investment Management Inc.12,923$392K0.0%-5.3%0.000%
2/14/2025 Forum Financial Management LP68,105$2.07M0.0%+20.8%0.002%
2/14/2025 GeoWealth Management LLC8,624$261K0.0%+74.5%0.000%
2/14/2025 Commerce Bank8,840$268K0.0%-4.7%0.000%
2/13/2025 CANADA LIFE ASSURANCE Co2,016,056$61.65M0.1%+4.9%0.063%
2/13/2025 Canada Pension Plan Investment Board6,145,219$187.74M0.2%-33.0%0.192%
2/13/2025 Marshall Wace LLP1,781,263$54.40M0.1%N/A0.056%
2/13/2025 NewEdge Advisors LLC40,505$1.23M0.0%+7.1%0.001%
2/13/2025 Main Street Financial Solutions LLC23,820$722K0.1%N/A0.001%
2/13/2025 Evergreen Capital Management LLC27,951$847K0.0%+14.9%0.001%
2/13/2025 United Capital Financial Advisors LLC20,883$633K0.0%-11.7%0.001%
2/13/2025 Dodge & Cox73,497,042$2.24B1.3%+0.2%2.292%
2/13/2025 Portolan Capital Management LLC321,566$9.75M0.7%N/A0.010%
2/13/2025 Stamos Capital Partners L.P.57,500$1.74M0.4%+37.3%0.002%
2/13/2025 Advisors Capital Management LLC40,885$1.24M0.0%+60.9%0.001%
2/13/2025 Sagespring Wealth Partners LLC15,924$483K0.0%N/A0.000%
2/13/2025 Townsquare Capital LLC56,500$1.71M0.0%+9.6%0.002%
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2/13/2025 Rockefeller Capital Management L.P.15,999$485K0.0%+24.7%0.000%
2/13/2025 Quinn Opportunity Partners LLC173,629$5.26M0.4%-10.3%0.005%
2/13/2025 Legacy Financial Advisors Inc.10,619$322K0.1%N/A0.000%
2/13/2025 Neuberger Berman Group LLC182,355$5.55M0.0%-0.3%0.006%
2/13/2025 Bessemer Group Inc.58,777$1.78M0.0%+0.9%0.002%
2/13/2025 Raymond James Financial Inc.1,037,237$31.45M0.0%N/A0.032%
2/13/2025 Renaissance Technologies LLC628,391$19.05M0.0%-38.6%0.020%
2/13/2025 FIL Ltd7,039,449$215.09M0.2%+3.0%0.220%
2/13/2025 Legal & General Group Plc27,475,001$840.69M0.2%-20.5%0.857%
2/13/2025 Invesco Ltd.2,404,933$72.92M0.0%+20.0%0.075%
(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, 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 701,643,996 shares in the last 24 months. This purchase volume represents approximately $20.33B 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 228,310,279 shares in the last 24 months. This volume of shares sold represents approximately $5.95B in transactions.


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This page (NYSE:UBS) was last updated on 2/21/2025 by MarketBeat.com Staff
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