UBS Group AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 05/05/2026 | 106.89 M | $4.18 B | -23.92% | 3.36% |
| 05/15/2026 | 97.26 M | $3.79 B | 100.00% | 3.06% | |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 66.07 M | $2.58 B | 3.07% | 2.08% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 65.54 M | $2.60 B | -4.49% | 2.06% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 05/15/2026 | 56.67 M | $2.17 B | 14.43% | 1.78% |
| FMR LLC | 05/15/2026 | 53.88 M | $2.10 B | -7.25% | 1.69% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 49.92 M | $1.91 B | -13.41% | 1.57% |
| CEVIAN CAPITAL II GP LTD | 05/15/2026 | 48.12 M | $1.88 B | 0.00% | 1.51% |
| PICTET ASSET MANAGEMENT HOLDING SA | 04/22/2026 | 35.59 M | $1.36 B | -0.95% | 1.12% |
| DODGE & COX | 05/14/2026 | 33.64 M | $1.31 B | -0.06% | 1.06% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 31.92 M | $1.25 B | 7.83% | 1.00% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 27.51 M | $1.07 B | 100.00% | 0.87% |
| JPMORGAN CHASE & CO | 05/13/2026 | 27.43 M | $1.01 B | -32.08% | 0.86% |
| PZENA INVESTMENT MANAGEMENT LLC | 04/24/2026 | 26.54 M | $815.71 M | -10.85% | 0.83% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 23.50 M | $913.46 M | -37.18% | 0.74% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 23.40 M | $894.98 M | -0.88% | 0.74% |
| AMUNDI | 05/18/2026 | 23.29 M | $910.13 M | 16.94% | 0.73% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 18.85 M | $728.34 M | 7.55% | 0.59% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 15.34 M | $599.53 M | -15.05% | 0.48% |
| VONTOBEL HOLDING LTD. | 05/08/2026 | 15.13 M | $581.49 M | 8.94% | 0.48% |
| VANGUARD ASSET MANAGEMENT, LTD | 05/08/2026 | 14.11 M | $550.29 M | 100.00% | 0.44% |
| SIH PARTNERS, LLLP | 05/15/2026 | 11.87 M | $463.70 M | 32.85% | 0.37% |
| NUVEEN, LLC | 04/30/2026 | 11.23 M | $431.85 M | -1.58% | 0.35% |
| UBS GROUP AG | 05/05/2026 | 10.09 M | $394.26 M | 78.97% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 9.65 M | $377.22 M | -9.84% | 0.30% |
| NINETY ONE UK LTD | 04/24/2026 | 8.69 M | $332.25 M | -1.60% | 0.27% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 7.96 M | $305.88 M | -9.36% | 0.25% |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 04/30/2026 | 7.81 M | $298.76 M | -1.39% | 0.25% |
| MORGAN STANLEY | 05/15/2026 | 7.76 M | $303.31 M | 1.43% | 0.24% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 7.74 M | $295.37 M | -8.03% | 0.24% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 7.61 M | $292.88 M | 256.69% | 0.24% |
| BANQUE CANTONALE VAUDOISE | 04/20/2026 | 7.14 M | $273.11 M | 5.97% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 6.50 M | $254.06 M | -3.65% | 0.20% |
| SIH PARTNERS, LLLP | 05/15/2026 | 6.37 M | $248.96 M | -3.18% | 0.20% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 6.19 M | $236.90 M | -2.26% | 0.19% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 6.12 M | $239.14 M | 102.01% | 0.19% |
| BANK JULIUS BAER & CO. LTD, ZURICH | 05/05/2026 | 6.11 M | $235.72 M | 7.19% | 0.19% |
| CITIGROUP INC | 05/11/2026 | 5.96 M | $227.89 M | -1.01% | 0.19% |
| WCM INVESTMENT MANAGEMENT, LLC | 05/07/2026 | 5.85 M | $214.53 M | 12.26% | 0.18% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 05/15/2026 | 5.85 M | $223.86 M | 18.16% | 0.18% |
| COMPAGNIE LOMBARD ODIER SCMA | 04/15/2026 | 5.27 M | $201.61 M | -2.05% | 0.17% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 5.19 M | $198.55 M | -24.31% | 0.16% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 5.10 M | $199.04 M | 3.96% | 0.16% |
| M&G PLC | 05/13/2026 | 4.98 M | $193.16 M | 10.66% | 0.16% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 4.69 M | $180.60 M | 572.14% | 0.15% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 05/14/2026 | 4.64 M | $178.38 M | 16.42% | 0.15% |
| NORTHERN TRUST CORP | 05/14/2026 | 4.36 M | $170.22 M | -0.23% | 0.14% |
| DEKABANK DEUTSCHE GIROZENTRALE | 05/07/2026 | 4.27 M | $165.36 M | 0.00% | 0.13% |
| NATIXIS ADVISORS, L.P. | 05/13/2026 | 4.13 M | $161.24 M | -4.74% | 0.13% |
| ROYAL BANK OF CANADA | 05/15/2026 | 3.94 M | $153.76 M | -32.45% | 0.12% |
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UBS Group AG institutional Ownership - FAQ's
During the previous two years, 906 institutional investors and hedge funds held shares of UBS Group AG. The most heavily invested institutionals were:
UBS Group AG: 106.89 M
Fisher Asset Management, LLC: 66.07 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 65.54 M
Zurcher Kantonalbank (Zurich Cantonalbank): 56.67 M
FMR LLC: 53.88 M
WELLINGTON MANAGEMENT GROUP LLP: 49.92 M
36.28% of UBS Group AG stock is owned by institutional investors.
Institutional investors have bought a total of 1.54 B shares in the last 24 months. This purchase volume represents approximately $59.40 B in transactions.