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UBS Group (UBS) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
303
Total
Institutional Inflows
(last 12 months)
$8.55B
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$2.14B
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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
5/16/2024 B. Riley Wealth Advisors Inc.29,916$919K0.0%+33.5%0.001%
5/16/2024 Janus Henderson Group PLC3,247,489$100.04M0.1%-4.7%0.000%
5/16/2024 Bayesian Capital Management LP42,400$1.30M0.1%N/A0.000%
5/16/2024 Captrust Financial Advisors2,444,134$75.08M0.2%+9.6%0.000%
5/16/2024 Zurich Insurance Group Ltd FI1,072,560$32.98M0.3%+25.0%0.000%
5/15/2024 SVB Wealth LLC17,647$542K0.0%-22.0%0.000%
5/15/2024 Mount Yale Investment Advisors LLC79,269$2.44M0.2%+13.4%0.000%
5/15/2024 1832 Asset Management L.P.19,800$608K0.0%-96.6%0.000%
5/15/2024 Cloverfields Capital Group LP73,531$2.26M0.8%N/A0.000%
5/15/2024 Senator Investment Group LP512,224$15.74M0.7%-39.7%0.000%
5/14/2024 Canada Pension Plan Investment Board7,786,916$239.82M0.3%+23.7%0.000%
5/14/2024 Capital World Investors38,207,664$1.18B0.2%+3.1%0.000%
5/14/2024 Capital International Sarl69,005$2.13M0.1%+18.6%0.000%
5/14/2024 Toronto Dominion Bank70,500$2.17M0.0%-95.0%0.000%
5/14/2024 Stamos Capital Partners L.P.25,690$789K0.2%+50.2%0.000%
5/14/2024 Advisors Asset Management Inc.26,972$829K0.0%-7.6%0.000%
5/14/2024 Delta Global Management LP209,106$6.42M0.5%N/A0.000%
5/14/2024 Paragon Associates & Paragon Associates II Joint Venture75,000$2.30M4.1%-25.0%0.000%
5/14/2024 LGT Group Foundation2,835,384$87.10M2.0%+763.0%0.000%
5/14/2024 Pitcairn Co.49,330$1.52M0.1%N/A0.000%
5/14/2024 CANADA LIFE ASSURANCE Co2,019,963$62.27M0.1%+3.1%0.000%
5/14/2024 Lake Street Advisors Group LLC37,665$1.16M0.1%+23.2%0.000%
5/13/2024 Bessemer Group Inc.62,016$1.91M0.0%+4.0%0.000%
5/13/2024 Point Break Capital Management LLC83,847$2.58M2.7%-42.2%0.000%
5/13/2024 Clearbridge Investments LLC191,572$5.89M0.0%-0.7%0.000%
5/13/2024 Seven Eight Capital LP48,666$1.50M0.2%-1.0%0.000%
5/13/2024 Promethos Capital LLC360,246$11.07M6.5%-16.9%0.000%
5/13/2024 O Shaughnessy Asset Management LLC496,213$15.25M0.2%+9.0%0.000%
5/10/2024 Acadian Asset Management LLC8,130,150$250.36M0.9%+72.7%0.000%
5/10/2024 Vanguard Group Inc.115,529,381$3.55B0.1%+1.4%0.000%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp12,135$373K0.0%-3.8%0.000%
5/10/2024 Pinnacle Wealth Planning Services Inc.6,718$206K0.0%-42.0%0.000%
5/10/2024 Jupiter Asset Management Ltd.103,993$3.20M0.0%-65.7%0.000%
5/10/2024 M&G Plc5,592,416$173.68M1.0%N/A0.000%
5/10/2024 Banco Santander S.A.55,154$1.69M0.0%-20.0%0.000%
5/9/2024 Forum Financial Management LP56,356$1.73M0.0%+4.7%0.000%
5/9/2024 RFP Financial Group LLC1,429$44K0.0%+58.3%0.000%
5/9/2024 D Orazio & Associates Inc.11,264$346K0.1%+3.5%0.000%
5/8/2024 Edmond DE Rothschild Holding S.A.558,284$17.16M0.3%-7.1%0.000%
5/8/2024 Cozad Asset Management Inc.8,286$255K0.0%-5.0%0.000%
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5/8/2024 Bleakley Financial Group LLC11,734$360K0.0%+22.1%0.000%
5/8/2024 Henry James International Management Inc.497,783$15M4.6%+10.2%0.000%
5/8/2024 US Bancorp DE87,645$2.69M0.0%-1.6%0.000%
5/8/2024 Russell Investments Group Ltd.6,469,098$199.28M0.3%-1.0%0.000%
5/8/2024 QRG Capital Management Inc.446,907$13.73M0.2%+8.7%0.000%
5/8/2024 AMJ Financial Wealth Management96,552$2.97M1.0%N/A0.000%
5/8/2024 Legacy Capital Group California Inc.40,884$1.26M0.5%-4.4%0.000%
5/7/2024 Sei Investments Co.186,694$5.74M0.0%-29.7%0.000%
5/7/2024 Atomi Financial Group Inc.31,706$974K0.1%+18.1%0.000%
5/7/2024Susquehanna International Securities Ltd.1,912,678$58.76M23.3%+115.0%0.000%
5/7/2024Susquehanna International Group Ltd.245,197$7.53M1.8%N/A0.000%
5/7/2024 Forsta AP Fonden445,261$13.68M0.1%-42.6%0.000%
5/7/2024 Highland Capital Management LLC106,552$3.27M0.2%-0.8%0.000%
5/7/2024 Oppenheimer Asset Management Inc.16,623$511K0.0%-50.8%0.000%
5/7/2024 Oppenheimer & Co. Inc.192,203$5.90M0.1%+3.1%0.000%
5/6/2024 Quantbot Technologies LP140,576$4.32M0.2%N/A0.004%
5/6/2024 Envestnet Portfolio Solutions Inc.63,958$1.97M0.0%-9.8%0.002%
5/6/2024 Leuthold Group LLC7,715$237K0.0%N/A0.000%
5/6/2024 Mitchell Capital Management Co.108,554$3.34M0.6%+4.8%0.003%
5/3/2024 Signaturefd LLC69,355$2.13M0.0%+3.3%0.000%
5/3/2024 FDx Advisors Inc.16,181$497K0.1%-2.5%0.000%
5/3/2024 Mediolanum International Funds Ltd13,054$369K0.0%N/A0.000%
5/3/2024 Pzena Investment Management LLC29,670,539$911.48M3.2%-1.6%0.000%
5/3/2024 Larson Financial Group LLC1,519$47K0.0%+5,742.3%0.000%
5/3/2024 Callan Capital LLC14,255$438K0.0%N/A0.000%
5/3/2024 Rehmann Capital Advisory Group26,360$810K0.1%-6.2%0.000%
5/3/2024 Pictet North America Advisors SA662,355$20.40M2.3%-1.1%0.000%
5/3/2024 Central Pacific Bank Trust Division7,600$232K0.0%N/A0.000%
5/2/2024 Financial Counselors Inc.11,279$346K0.0%-29.7%0.000%
5/2/2024Value Partners Investments Inc.260,881$8.01M0.2%-0.8%0.000%
5/2/2024 PDS Planning Inc16,554$509K0.1%+8.2%0.000%
5/1/2024 Janney Capital Management LLC507,340$15.59M1.0%-27.9%0.015%
5/1/2024 Janney Montgomery Scott LLC32,967$1.01M0.0%+34.5%0.001%
5/1/2024 BNP Paribas Financial Markets79,352$2.44M0.0%+57.4%0.002%
5/1/2024 Mission Wealth Management LP9,408$289K0.0%N/A0.000%
5/1/2024 Sequoia Financial Advisors LLC33,739$1.04M0.0%+4.1%0.000%
5/1/2024 Diversify Advisory Services LLC33,971$1.04M0.1%N/A0.000%
4/30/2024 Private Advisor Group LLC34,303$1.05M0.0%-12.1%0.000%
4/30/2024 Norden Group LLC26,240$806K0.1%N/A0.000%
4/29/2024Commonwealth Equity Services LLC63,148$1.94M0.0%+82.2%0.000%
4/26/2024 Pinnacle Associates Ltd.11,623$357K0.0%-11.4%0.000%
4/26/2024 UMB Bank n.a.4,443$136K0.0%+68.5%0.000%
4/26/2024 Yousif Capital Management LLC60,133$1.85M0.0%-2.0%0.000%
4/26/2024 SYSTM Wealth Solutions LLC12,665$389K0.0%-18.9%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.10,074$309K0.0%N/A0.000%
4/26/2024 Checchi Capital Advisers LLC22,314$685K0.1%-5.1%0.000%
4/25/2024 WCM Investment Management LLC5,310,064$163.13M0.4%+14.5%0.000%
4/25/2024 Bank of New York Mellon Corp9,487,836$291.47M0.1%-5.2%0.000%
4/25/2024 Equitable Trust Co.78,996$2.43M0.2%+2.6%0.000%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 48,551,715$1.50B5.2%+5.7%0.000%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
4/25/2024 Valeo Financial Advisors LLC29,144$895K0.0%+2.7%0.000%
4/24/2024 Zhang Financial LLC34,337$1.06M0.1%+48.8%0.000%
4/24/2024 Activest Wealth Management1,817$56K0.0%+1,536.9%0.000%
4/24/2024 U S Global Investors Inc.68,000$2.09M0.2%+40.2%0.000%
4/24/2024 Simplicity Wealth LLC11,734$360K0.0%N/A0.000%
4/24/2024 Spire Wealth Management17,987$553K0.0%-21.8%0.000%
4/24/2024 Solstein Capital LLC19,334$595K0.4%-31.0%0.000%
4/24/2024 Assenagon Asset Management S.A.187,287$5.77M0.0%-2.1%0.000%
4/23/2024 Exane Asset Management101,465$3.12M2.4%N/A0.000%
4/23/2024 Gradient Investments LLC16,128$495K0.0%-10.4%0.000%
(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, 493 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 ($3.14B), Credit Suisse AG ($2.09B), Zurcher Kantonalbank Zurich Cantonalbank ($1.50B), and FMR LLC ($1.27B).Learn more on UBS's institutional investors.

Which institutional investors have been buying UBS Group stock?

Of the 427 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), FMR LLC ($28.14M), Pzena Investment Management LLC ($26.38M), Capital World Investors ($16.57M), Causeway Capital Management LLC ($9.75M), Zurcher Kantonalbank Zurich Cantonalbank ($9.63M), and Acadian Asset Management LLC ($9.43M).

How much institutional buying is happening at UBS Group?

Institutional investors have bought a total of 413,614,082 shares in the last 24 months. This purchase volume represents approximately $10.88B in transactions.

Which UBS Group major shareholders have been selling company stock?

Of the 263 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 ($23.50M), Vontobel Holding Ltd. ($16.42M), Credit Suisse AG ($13.83M), Deutsche Bank AG ($11.57M), Thornburg Investment Management Inc. ($7.39M), and FIL Ltd ($6.35M).

How much institutional selling is happening at UBS Group?

Institutional investors have sold a total of 220,451,563 shares in the last 24 months. This volume of shares sold represents approximately $4.61B in transactions.


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This page (NYSE:UBS) was last updated on 5/19/2024 by MarketBeat.com Staff

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