Free Trial
→ Genius investor: A “wealth window” will close June 25 (From Paradigm Press) (Ad) Buy UBS Stock  Free UBS Stock Alerts

UBS Group (UBS) Institutional Ownership

UBS Group logo
$29.82 +0.74 (+2.54%)
As of 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
350
Total
Institutional Inflows
(last 12 months)
$11.10B
Number of
Institutional Sellers
(last 12 months)
217
Total
Institutional Outflows
(last 12 months)
$2.76B
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

UBS Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2025Allspring Global Investments Holdings LLC37,318$1.13M0.0%-12.7%0.001%
4/24/2025Highland Capital Management LLC88,566$2.71M0.2%-7.1%0.003%
4/24/2025Park Place Capital Corp2,700$83K0.0%+2,627.3%0.000%
4/24/2025swisspartners Advisors Ltd66,277$2.03M1.9%+373.4%0.002%
4/24/2025PDS Planning Inc18,564$569K0.0%+5.7%0.001%
4/23/2025 Haven Global Partners LLC584,672$17.76M18.6%-4.9%0.018%
4/23/2025 Sequoia Financial Advisors LLC37,273$1.14M0.0%+6.5%0.001%
4/23/2025 Value Partners Investments Inc.260,881$8M0.7%N/A0.008%
4/23/2025 SOL Capital Management CO36,080$1.11M0.1%-2.0%0.001%
4/23/2025 Perigon Wealth Management LLC12,509$383K0.0%+5.1%0.000%
4/23/2025 Golden State Wealth Management LLC8,144$249K0.0%+100.0%0.000%
4/23/2025 Bessemer Group Inc.63,761$1.95M0.0%+8.5%0.002%
4/23/2025 Oppenheimer Asset Management Inc.17,227$528K0.0%-3.8%0.001%
4/22/2025 JFS Wealth Advisors LLC25,692$787K0.1%-4.2%0.001%
4/22/2025 TrueMark Investments LLC63,956$1.96M0.5%N/A0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.20,539$629K0.0%-3.6%0.001%
4/22/2025 Channing Global Advisors LLC745,768$22.66M15.4%+13.9%0.023%
4/22/2025 Stonegate Investment Group LLC12,348$378K0.0%-20.1%0.000%
4/21/2025 Blue Trust Inc.30,751$942K0.0%+8.3%0.001%
4/21/2025 Trivant Custom Portfolio Group LLC64,155$1.97M1.1%+100.1%0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.22,384$686K0.0%-58.1%0.001%
4/21/2025 Janney Capital Management LLC438,527$13.43M0.9%-5.4%0.014%
4/18/2025 Clarius Group LLC24,028$735K0.0%+34.2%0.001%
4/18/2025 Rakuten Securities Inc.1,466$45K0.0%+45.9%0.000%
4/17/2025 Grove Bank & Trust924$28K0.0%N/A0.000%
4/17/2025 QRG Capital Management Inc.207,350$6.35M0.1%-25.3%0.006%
4/17/2025 Sagespring Wealth Partners LLC16,954$519K0.0%+6.5%0.001%
4/17/2025 Janney Montgomery Scott LLC17,564$538K0.0%-24.4%0.001%
4/17/2025 Brown Miller Wealth Management LLC7,159$219K0.1%-19.9%0.000%
4/17/2025 Cyndeo Wealth Partners LLC8,527$261K0.0%+16.1%0.000%
4/17/2025 Bank Pictet & Cie Europe AG8,949$272K0.0%-12.3%0.000%
4/17/2025 Ritholtz Wealth Management181,290$5.55M0.2%-12.3%0.006%
4/16/2025 Opal Wealth Advisors LLC2,110$65K0.0%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC124,395$3.81M0.0%+18.3%0.004%
4/16/2025 Elevation Point Wealth Partners LLC37,537$1.15M0.1%-31.1%0.001%
4/16/2025 Compagnie Lombard Odier SCmA4,689,965$142.44M1.7%+13.8%0.146%
4/15/2025 Net Worth Advisory Group24,820$760K0.2%-6.9%0.001%
4/15/2025 Fifth Third Bancorp1,177$36K0.0%-28.6%0.000%
4/15/2025 Simon Quick Advisors LLC8,210$251K0.0%N/A0.000%
4/15/2025 Zhang Financial LLC8,927$273K0.0%-77.8%0.000%
DeepSeek’s Clear and Present Danger (Ad)

DeepSeek — the alleged “$5.5 million” AI project — isn’t an open-source breakthrough. It’s a Trojan horse.

Click here to see the details BEFORE July 23th…
4/15/2025 Baker Ellis Asset Management LLC39,000$1.20M0.2%-2.3%0.001%
4/15/2025 Assenagon Asset Management S.A.202,673$6.16M0.0%+0.8%0.006%
4/14/2025 Bruce G. Allen Investments LLC2,752$84K0.1%-29.0%0.000%
4/14/2025 Farther Finance Advisors LLC2,653$81K0.0%+19.0%0.000%
4/14/2025 City Holding Co.827$25K0.0%N/A0.000%
4/14/2025 CHICAGO TRUST Co NA8,572$263K0.0%+11.2%0.000%
4/14/2025 Park Avenue Securities LLC57,927$1.77M0.0%+55.7%0.002%
4/14/2025 Sivia Capital Partners LLC13,661$418K0.2%+3.8%0.000%
4/10/2025 Systrade AG595,000$18.09M25.2%+20.2%0.019%
4/10/2025 Contravisory Investment Management Inc.347,860$10.66M2.2%+9.9%0.011%
4/9/2025 Merit Financial Group LLC7,403$227K0.0%N/A0.000%
4/9/2025 Mitchell & Pahl Private Wealth LLC53,756$1.65M0.8%-3.0%0.002%
4/9/2025 Gradient Investments LLC15,315$469K0.0%+2.9%0.000%
4/9/2025 Crocodile Capital Partners GmbH570,000$17.47M23.3%N/A0.018%
4/9/2025 NBC Securities Inc.16,686$511K0.0%+98,052.9%0.001%
4/8/2025 Rhumbline Advisers42,554$1.30M0.0%+10.3%0.001%
4/8/2025 BTC Capital Management Inc.43,657$1.34M0.1%+8.1%0.001%
4/8/2025 Parallel Advisors LLC18,037$553K0.0%-5.7%0.001%
4/7/2025 Summit Global Investments64,247$1.97M0.1%N/A0.002%
4/7/2025 GAMMA Investing LLC25,607$836K0.0%+2,963.0%0.001%
4/3/2025 Central Pacific Bank Trust Division6,600$202K0.0%-13.2%0.000%
4/3/2025 Versant Capital Management Inc16,383$502K0.1%+1,145.9%0.001%
4/3/2025 First Hawaiian Bank26,463$811K0.0%-2.4%0.001%
4/2/2025 Park National Corp OH7,245$222K0.0%-5.7%0.000%
4/1/2025 MassMutual 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%
2/18/2025 Continuum 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%
DeepSeek’s Clear and Present Danger (Ad)

DeepSeek — the alleged “$5.5 million” AI project — isn’t an open-source breakthrough. It’s a Trojan horse.

Click here to see the details BEFORE July 23th…
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%
(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, 605 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 512 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 692,811,240 shares in the last 24 months. This purchase volume represents approximately $20.17B in transactions.

Which UBS Group major shareholders have been selling company stock?

Of the 325 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 227,424,277 shares in the last 24 months. This volume of shares sold represents approximately $5.93B in transactions.


Related Companies

This page (NYSE:UBS) was last updated on 4/24/2025 by MarketBeat.com Staff
From Our Partners
James Altucher: Do not invest in AI unless…
I made millions during the crypto boom. Many “experts” are now saying… Artificial Intelligence opportuni...
Paradigm Press | Sponsored
Trump’s treachery
Forget what the media tells you. Trump’s inner circle may be pushing a financial reset that mirrors moves from...
Porter & Company | Sponsored
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
The Collapse Is Already Here
When a system is about to fail, those trained to spot it often notice before anyone else. Tim Plaehn flew high...
Investors Alley | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The July 23rd Crypto Trigger Could Mark the Beginning of Bitcoin’s Next Big Move Bitcoin’s early 2024 ETF r...
Crypto Swap Profits | Sponsored
Do this Before Elon's Reveal on April 23rd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
‘Wheels Are Falling Off’ the U.S. Stock Market
The last time the U.S. economy looked like this, stocks didn't move for 16 years... And many investors lost...
Stansberry Research | Sponsored
🥾⛏️👷‍♂️ What I Learned From Numerous Mine Visits...
Twenty years ago, I made a decision that changed my life. Instead of sitting behind a desk analyzing mining...
Golden Portfolio | Sponsored