UBS Group AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 137.35 M | $5.65 B | 1.47% | 4.32% |
| UBS GROUP AG | 11/13/2025 | 132.48 M | $5.43 B | 14.29% | 4.17% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 77.35 M | $3.17 B | 20.99% | 2.43% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 63.67 M | $2.60 B | 254.91% | 2.00% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 61.17 M | $2.51 B | 4.70% | 1.92% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 11/14/2025 | 52.79 M | $2.16 B | -11.36% | 1.66% |
| FMR LLC | 11/13/2025 | 48.46 M | $1.98 B | -0.27% | 1.52% |
| CEVIAN CAPITAL II GP LTD | 11/14/2025 | 48.12 M | $1.97 B | 0.00% | 1.51% |
| DODGE & COX | 11/13/2025 | 42.64 M | $1.75 B | -6.56% | 1.34% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 37.34 M | $1.53 B | 1.05% | 1.17% |
| PICTET ASSET MANAGEMENT HOLDING SA | 11/18/2025 | 35.30 M | $1.44 B | -1.21% | 1.11% |
| JPMORGAN CHASE & CO | 11/26/2025 | 34.78 M | $1.43 B | 10.19% | 1.09% |
| PZENA INVESTMENT MANAGEMENT LLC | 11/07/2025 | 29.75 M | $967.06 M | -3.74% | 0.94% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 24.86 M | $1.02 B | 8.33% | 0.78% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 23.40 M | $956.26 M | -5.59% | 0.74% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 20.91 M | $857.20 M | 13.31% | 0.66% |
| AMUNDI | 11/14/2025 | 20.00 M | $820.72 M | -1.71% | 0.63% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 19.43 M | $794.54 M | 3.71% | 0.61% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 17.03 M | $698.07 M | 101.99% | 0.54% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 15.37 M | $627.87 M | 13,752.30% | 0.48% |
| VONTOBEL HOLDING LTD. | 10/15/2025 | 13.84 M | $564.95 M | 0.09% | 0.44% |
| VIKING GLOBAL INVESTORS LP | 11/14/2025 | 13.10 M | $534.85 M | 407.54% | 0.41% |
| NUVEEN, LLC | 11/12/2025 | 10.70 M | $437.35 M | -6.15% | 0.34% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 9.33 M | $380.78 M | 248.68% | 0.29% |
| NINETY ONE UK LTD | 11/13/2025 | 8.69 M | $355.05 M | 100.00% | 0.27% |
| CITIGROUP INC | 11/10/2025 | 8.62 M | $352.16 M | 42.52% | 0.27% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 8.28 M | $338.46 M | 6.87% | 0.26% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 8.02 M | $328.85 M | -6.69% | 0.25% |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 11/06/2025 | 7.92 M | $323.16 M | 0.00% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 7.77 M | $317.55 M | -5.77% | 0.24% |
| MORGAN STANLEY | 11/14/2025 | 7.71 M | $316.26 M | 0.15% | 0.24% |
| SIH PARTNERS, LLLP | 11/14/2025 | 7.26 M | $297.63 M | -28.72% | 0.23% |
| BANQUE CANTONALE VAUDOISE | 11/13/2025 | 6.76 M | $276.25 M | 0.92% | 0.21% |
| ROYAL BANK OF CANADA | 11/14/2025 | 6.70 M | $274.77 M | -11.28% | 0.21% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/13/2025 | 5.73 M | $233.82 M | -10.58% | 0.18% |
| UBS GROUP AG | 11/13/2025 | 5.66 M | $232.26 M | -13.18% | 0.18% |
| COMPAGNIE LOMBARD ODIER SCMA | 11/06/2025 | 5.22 M | $213.44 M | -2.89% | 0.16% |
| WCM INVESTMENT MANAGEMENT, LLC | 11/04/2025 | 5.22 M | $215.65 M | -0.08% | 0.16% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 11/14/2025 | 5.10 M | $208.32 M | -27.11% | 0.16% |
| SIH PARTNERS, LLLP | 11/14/2025 | 4.62 M | $189.51 M | -1.52% | 0.15% |
| BANK JULIUS BAER & CO. LTD, ZURICH | 11/13/2025 | 4.53 M | $185.49 M | -16.83% | 0.14% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 4.48 M | $183.68 M | -47.14% | 0.14% |
| NORTHERN TRUST CORP | 11/14/2025 | 4.45 M | $182.43 M | 3.38% | 0.14% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/04/2025 | 4.44 M | $181.41 M | 6.36% | 0.14% |
| DEKABANK DEUTSCHE GIROZENTRALE | 11/03/2025 | 4.27 M | $176.23 M | 0.00% | 0.13% |
| AXA INVESTMENT MANAGERS S.A. | 11/14/2025 | 4.22 M | $416.72 M | 100.00% | 0.13% |
| BLACKROCK, INC. | 11/12/2025 | 4.20 M | $172.29 M | 5.41% | 0.13% |
| M&G PLC | 11/07/2025 | 4.11 M | $170.42 M | -6.83% | 0.13% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 3.66 M | $150.15 M | 21.62% | 0.12% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 11/13/2025 | 3.59 M | $146.99 M | -18.44% | 0.11% |
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UBS Group AG institutional Ownership - FAQ's
During the previous two years, 845 institutional investors and hedge funds held shares of UBS Group AG. The most heavily invested institutionals were:
VANGUARD GROUP INC: 137.35 M
UBS Group AG: 132.48 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 77.35 M
WELLINGTON MANAGEMENT GROUP LLP: 63.67 M
Fisher Asset Management, LLC: 61.17 M
Zurcher Kantonalbank (Zurich Cantonalbank): 52.79 M
38.26% of UBS Group AG stock is owned by institutional investors.
Institutional investors have bought a total of 1.60 B shares in the last 24 months. This purchase volume represents approximately $65.63 B in transactions.