UBS Group AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORGES BANK | 02/12/2025 | 183.11 M | $5.59 B | 100.00% | 5.73% |
| UBS GROUP AG | 02/14/2025 | 153.58 M | $4.66 B | -1.21% | 4.80% |
| VANGUARD GROUP INC | 02/11/2025 | 127.89 M | $3.92 B | 1.02% | 4.00% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 81.21 M | $2.46 B | -11.00% | 2.54% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 73.53 M | $2.23 B | -2.93% | 2.30% |
| DODGE & COX | 02/13/2025 | 73.50 M | $2.24 B | 0.17% | 2.30% |
| FMR LLC | 02/13/2025 | 55.53 M | $1.70 B | 29.38% | 1.74% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 02/07/2025 | 51.38 M | $1.57 B | -10.41% | 1.61% |
| CEVIAN CAPITAL II GP LTD | 02/14/2025 | 43.79 M | $1.33 B | 0.00% | 1.37% |
| CAPITAL WORLD INVESTORS | 02/13/2025 | 37.43 M | $1.14 B | -4.95% | 1.17% |
| PICTET ASSET MANAGEMENT HOLDING SA | 02/12/2025 | 34.98 M | $1.07 B | 18.88% | 1.09% |
| PZENA INVESTMENT MANAGEMENT LLC | 02/07/2025 | 29.59 M | $820.54 M | -3.94% | 0.93% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 02/14/2025 | 28.31 M | $858.36 M | 162.55% | 0.89% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 27.48 M | $840.69 M | -20.48% | 0.86% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 27.01 M | $819.06 M | 15.79% | 0.85% |
| JPMORGAN CHASE & CO | 02/12/2025 | 26.47 M | $802.68 M | -48.17% | 0.83% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 22.43 M | $680.19 M | 8.43% | 0.70% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 20.69 M | $630.78 M | -6.54% | 0.65% |
| AMUNDI | 02/07/2025 | 16.75 M | $543.94 M | 0.57% | 0.52% |
| VONTOBEL HOLDING LTD. | 01/30/2025 | 16.45 M | $502.40 M | 1.87% | 0.51% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 12.92 M | $395.38 M | -5.74% | 0.40% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 11.89 M | $363.26 M | 7.37% | 0.37% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 8.59 M | $260.49 M | -4.15% | 0.27% |
| 02/12/2025 | 8.42 M | $233.59 M | 100.00% | 0.26% | |
| ROYAL BANK OF CANADA | 02/14/2025 | 8.36 M | $253.47 M | 4.66% | 0.26% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 7.83 M | $237.25 M | -17.32% | 0.24% |
| ARGA INVESTMENT MANAGEMENT, LP | 01/27/2025 | 7.34 M | $224.26 M | 6.47% | 0.23% |
| SIH PARTNERS, LLLP | 02/14/2025 | 7.08 M | $214.55 M | 100.00% | 0.22% |
| FIL LTD | 02/13/2025 | 7.04 M | $215.09 M | 2.98% | 0.22% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 6.80 M | $208.18 M | 13.73% | 0.21% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 02/11/2025 | 6.78 M | $205.45 M | -5.22% | 0.21% |
| CITIGROUP INC | 02/12/2025 | 6.56 M | $200.88 M | 44.16% | 0.21% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/13/2025 | 6.15 M | $187.74 M | -32.98% | 0.19% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 5.63 M | $172.17 M | 2.56% | 0.18% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 5.37 M | $162.79 M | 9.00% | 0.17% |
| BANK OF MONTREAL /CAN/ | 02/13/2025 | 5.30 M | $161.80 M | 191.68% | 0.17% |
| NATIXIS ADVISORS, L.P. | 02/10/2025 | 5.24 M | $158.81 M | 0.57% | 0.16% |
| UBS GROUP AG | 02/14/2025 | 5.21 M | $158.05 M | -5.32% | 0.16% |
| WCM INVESTMENT MANAGEMENT, LLC | 02/11/2025 | 5.19 M | $158.98 M | -0.16% | 0.16% |
| AXA S.A. | 02/14/2025 | 5.09 M | $154.40 M | 1.81% | 0.16% |
| BANK JULIUS BAER & CO. LTD, ZURICH | 02/07/2025 | 4.38 M | $133.89 M | 609.55% | 0.14% |
| DEKABANK DEUTSCHE GIROZENTRALE | 01/29/2025 | 4.27 M | $108.70 M | 0.00% | 0.13% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/03/2025 | 4.24 M | $129.65 M | -3.10% | 0.13% |
| COMPAGNIE LOMBARD ODIER SCMA | 01/30/2025 | 4.12 M | $126.12 M | 16.44% | 0.13% |
| M&G PLC | 02/11/2025 | 4.10 M | $125.28 M | -8.97% | 0.13% |
| FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 4.04 M | $122.40 M | 422.44% | 0.13% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 4.00 M | $121.34 M | 3.20% | 0.13% |
| J. SAFRA SARASIN HOLDING AG | 02/14/2025 | 3.96 M | $121.11 M | 125.77% | 0.12% |
| AVIVA PLC | 02/13/2025 | 3.95 M | $120.93 M | -4.30% | 0.12% |
| NATIONAL BANK OF CANADA /FI/ | 02/12/2025 | 3.58 M | $109.75 M | 2,927.36% | 0.11% |
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UBS Group AG institutional Ownership - FAQ's
During the previous two years, 730 institutional investors and hedge funds held shares of UBS Group AG. The most heavily invested institutionals were:
NORGES BANK: 183.11 M
UBS Group AG: 153.58 M
VANGUARD GROUP INC: 127.89 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 81.21 M
UBS ASSET MANAGEMENT AMERICAS INC: 73.53 M
DODGE & COX: 73.5 M
44.10% of UBS Group AG stock is owned by institutional investors.
Institutional investors have bought a total of 1.63 B shares in the last 24 months. This purchase volume represents approximately $52.33 B in transactions.