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UBS Group (UBS) Institutional Ownership

UBS Group logo
$29.78 -0.03 (-0.10%)
(As of 12/20/2024 05:40 PM ET)
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Institutional Ownership Changes (13F Filings) for UBS Group (NYSE:UBS)

Number of
Institutional Buyers
(last 12 months)
289
Total
Institutional Inflows
(last 12 months)
$9.43B
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$2.12B
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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
12/13/2024 B. Riley Wealth Advisors Inc.15,371$473K0.0%-3.1%0.000%
12/6/2024 Logan Capital Management Inc.88,025$2.72M0.1%+4.2%0.003%
12/3/2024 Oddo BHF Asset Management Sas12,661$391K0.0%N/A0.000%
12/2/2024 Inspire Trust Co. N.A.104,417$3.23M0.9%+36.6%0.003%
11/27/2024 Franklin Resources Inc.1,332,626$43.93M0.0%-13.4%0.042%
11/25/2024 Wilmington Savings Fund Society FSB11,805$365K0.0%N/A0.000%
11/25/2024 Sanctuary Advisors LLC34,515$1.10M0.0%+30.5%0.001%
11/19/2024 M&T Bank Corp335,228$10.37M0.0%-1.6%0.010%
11/18/2024 TD Private Client Wealth LLC12,813$396K0.0%+3.2%0.000%
11/18/2024 Teachers Retirement System of The State of Kentucky413,250$12.77M0.1%-29.5%0.013%
11/18/2024 Coldstream Capital Management Inc.24,863$769K0.0%+8.7%0.001%
11/15/2024 M&T Bank Corp335,228$10.37M0.0%-1.6%0.010%
11/15/2024 Continuum Advisory LLC1,532$49K0.0%+41.6%0.000%
11/15/2024 Public Employees Retirement System of Ohio2,247,230$69.44M0.3%N/A0.070%
11/15/2024 Groupama Asset Managment121,007$3.74M0.1%+107.1%0.004%
11/15/2024 MML Investors Services LLC87,008$2.69M0.0%-0.4%0.003%
11/15/2024 Dorsey Wright & Associates141,675$4.38M1.0%+12.3%0.004%
11/15/2024 Orion Portfolio Solutions LLC135,938$4.20M0.1%+1.7%0.004%
11/15/2024 XTX Topco Ltd20,534$635K0.0%+26.7%0.001%
11/15/2024 Zurich Insurance Group Ltd FI591,285$18.24M0.2%-16.5%0.018%
11/15/2024 National Bank of Canada FI118,195$3.66M0.0%-39.7%0.004%
11/15/2024 United Services Automobile Association110,504$3.40M0.1%-11.1%0.003%
11/15/2024 Kovitz Investment Group Partners LLC47,771$1.48M0.0%+34.8%0.001%
11/15/2024 Wellington Management Group LLP13,708,623$423.50M0.1%+20.2%0.428%
11/15/2024 Stifel Financial Corp589,142$18.21M0.0%+4.0%0.018%
11/15/2024 Quantinno Capital Management LP165,303$5.11M0.1%+17.5%0.005%
11/15/2024 Royal London Asset Management Ltd.7,149,149$220.98M0.5%+0.6%0.223%
11/15/2024 Point72 Asset Management L.P.102,700$3.17M0.0%+1,504.7%0.003%
11/15/2024 Morse Asset Management Inc7,875$243K0.1%N/A0.000%
11/15/2024 Integrated Wealth Concepts LLC65,569$2.03M0.0%+0.7%0.002%
11/15/2024 Janus Henderson Group PLC2,066,849$63.84M0.0%+1.8%0.064%
11/15/2024 HighTower Advisors LLC129,547$4.00M0.0%-5.3%0.004%
11/15/2024 Hilltop Holdings Inc.10,428$321K0.0%+30.5%0.000%
11/15/2024 Point72 Hong Kong Ltd101,962$3.15M0.2%-41.3%0.003%
11/14/2024 Timber Creek Capital Management LLC117,302$3.63M1.0%+36.9%0.004%
11/14/2024 ARGA Investment Management LP6,892,162$212.25M7.0%+5.7%0.215%
11/14/2024 Caisse DE Depot ET Placement DU Quebec1,751,869$54.12M0.1%+11.5%0.055%
11/14/2024 Verition Fund Management LLC31,214$965K0.0%+58.6%0.001%
11/14/2024 Channing Global Advisors LLC532,829$16.46M13.9%-4.7%0.017%
11/14/2024 Captrust Financial Advisors2,160,704$66.79M0.2%-1.1%0.067%
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11/14/2024 Rockefeller Capital Management L.P.12,833$397K0.0%-31.2%0.000%
11/14/2024 Hantz Financial Services Inc.81,309$2.51M0.0%-1.5%0.003%
11/14/2024 Financial Counselors Inc.7,659$237K0.0%-22.0%0.000%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC75,751,555$2.34B0.6%-14.9%2.362%
11/14/2024 Public Sector Pension Investment Board2,136,398$66M0.4%+17.8%0.067%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank57,349,524$1.77B5.3%+6.1%1.789%
11/14/2024 MetLife Investment Management LLC292,388$9.05M0.1%-1.8%0.009%
11/14/2024 RPg Family Wealth Advisory LLC265,950$8.22M2.4%+0.7%0.008%
11/13/2024 Glenmede Trust Co. NA66,504$2.06M0.0%+3.0%0.002%
11/13/2024 Freedom Investment Management Inc.13,641$422K0.0%-4.6%0.000%
11/13/2024 Townsquare Capital LLC51,533$1.59M0.0%+40.3%0.002%
11/13/2024 BNP Paribas Financial Markets75,894$2.35M0.0%-75.0%0.002%
11/13/2024 Principal Street Partners LLC14,049$415K0.1%+97.0%0.000%
11/13/2024 Quantbot Technologies LP152,151$4.70M0.2%+117.1%0.005%
11/13/2024 FMR LLC42,924,004$1.32B0.1%-13.0%1.339%
11/13/2024 The Manufacturers Life Insurance Company1,409,585$43.70M0.0%+1.4%0.044%
11/13/2024 Bank of Montreal Can1,815,726$56.36M0.0%-15.5%0.057%
11/13/2024 Independent Advisor Alliance85,636$2.65M0.1%-0.6%0.003%
11/13/2024 Dynamic Technology Lab Private Ltd56,012$1.73M0.2%N/A0.002%
11/13/2024Fisher Asset Management LLC772,707$23.88M0.0%N/A0.024%
11/12/2024 Pitcairn Co.53,287$1.65M0.1%-12.9%0.002%
11/12/2024 Cerity Partners LLC128,980$3.99M0.0%+45.7%0.004%
11/12/2024 Studio Investment Management LLC15,556$481K0.1%+3.1%0.000%
11/12/2024 Raymond James Trust N.A.32,506$1.01M0.0%-5.1%0.001%
11/12/2024 Charles Schwab Investment Management Inc.220,042$6.80M0.0%+17.7%0.007%
11/12/2024 Banco Santander S.A.63,043$1.95M0.0%-11.6%0.002%
11/12/2024 Massachusetts Financial Services Co. MA91,250,596$2.82B0.8%-7.0%2.846%
11/8/2024 Pzena Investment Management LLC30,802,466$952.10M3.1%+2.8%0.961%
11/8/2024 Moran Wealth Management LLC500,407$15.47M0.5%-0.1%0.016%
11/8/2024 Altman Advisors Inc.68,581$2.12M0.9%+1.0%0.002%
11/8/2024 Advisors Asset Management Inc.31,596$977K0.0%+11.3%0.001%
11/8/2024 Commerce Bank9,278$287K0.0%+3.9%0.000%
11/8/2024 West Family Investments Inc.13,537$418K0.1%N/A0.000%
11/8/2024 PNC Financial Services Group Inc.102,797$3.18M0.0%+0.5%0.003%
11/8/2024 Banque Cantonale Vaudoise6,792,649$209.85M8.7%-11.0%0.212%
11/8/2024 First City Capital Management Inc.7,164$221K0.1%-4.5%0.000%
11/8/2024 Wrapmanager Inc.7,775$240K0.1%-18.6%0.000%
11/7/2024 Caprock Group LLC10,676$330K0.0%+6.7%0.000%
11/7/2024 Pathstone Holdings LLC220,545$6.82M0.0%-13.4%0.007%
11/7/2024 Thrivent Financial for Lutherans15,775$488K0.0%+44.9%0.000%
11/6/2024 Mutual of America Capital Management LLC287,938$8.92M0.1%-43.3%0.009%
11/6/2024 Natixis Advisors LLC5,207,913$160.98M0.3%+5.2%0.162%
11/6/2024 Metis Global Partners LLC99,061$3.05M0.1%-4.9%0.003%
11/6/2024 Huntington National Bank1,872$58K0.0%-23.5%0.000%
11/6/2024 Plato Investment Management Ltd103,270$3.19M0.3%N/A0.003%
11/6/2024 Credit Capital Investments LLC46,000$1.42M1.8%-8.0%0.001%
11/6/2024 Oppenheimer & Co. Inc.9,779$302K0.0%-86.6%0.000%
11/6/2024 Oppenheimer Asset Management Inc.19,054$589K0.0%+5.8%0.001%
11/6/2024 MQS Management LLC8,649$267K0.1%N/A0.000%
11/5/2024 Simmons Bank24,769$766K0.1%-8.3%0.001%
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11/5/2024 WCM Investment Management LLC5,193,752$161.37M0.4%-1.5%0.162%
11/5/2024 FDx Advisors Inc.14,620$452K0.1%-5.4%0.000%
11/4/2024 Venturi Wealth Management LLC7,730$239K0.0%+88.7%0.000%
11/4/2024 Crossmark Global Holdings Inc.255,672$7.90M0.1%+37.4%0.008%
11/4/2024 Baker Avenue Asset Management LP512,165$15.83M0.5%+0.6%0.016%
11/1/2024 Atria Investments Inc59,665$1.84M0.0%-14.1%0.002%
11/1/2024 Lindbrook Capital LLC10,902$337K0.0%-15.0%0.000%
11/1/2024 Assetmark Inc.45,964$1.42M0.0%+4.0%0.001%
11/1/2024Equitable Trust Co.76,577$2.37M0.2%-1.3%0.002%
11/1/2024 Fiera Capital Corp111,500$3.45M0.0%+81.4%0.003%
(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, 529 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 450 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 443,294,267 shares in the last 24 months. This purchase volume represents approximately $12.34B 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 204,190,956 shares in the last 24 months. This volume of shares sold represents approximately $5.03B in transactions.


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This page (NYSE:UBS) was last updated on 12/21/2024 by MarketBeat.com Staff
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