UBS Group AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 08/13/2026 | 107.14 M | $5.31 B | 0.23% | 3.47% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 98.08 M | $4.86 B | 0.84% | 3.18% |
| NORGES BANK | 08/12/2026 | 95.85 M | $4.75 B | 100.00% | 3.11% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 64.92 M | $3.22 B | -1.75% | 2.11% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 62.93 M | $3.20 B | -3.99% | 2.04% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 59.55 M | $2.96 B | 19.30% | 1.93% |
| FMR LLC | 08/13/2026 | 55.54 M | $2.75 B | 3.08% | 1.80% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 08/12/2026 | 55.23 M | $2.74 B | -2.54% | 1.79% |
| CEVIAN CAPITAL II GP LTD | 08/14/2026 | 48.12 M | $2.38 B | 0.00% | 1.56% |
| PICTET ASSET MANAGEMENT HOLDING SA | 07/30/2026 | 36.74 M | $1.82 B | 3.24% | 1.19% |
| DODGE & COX | 08/13/2026 | 33.63 M | $1.67 B | -0.04% | 1.09% |
| JPMORGAN CHASE & CO | 08/12/2026 | 29.67 M | $1.47 B | 8.14% | 0.96% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 27.71 M | $1.37 B | 0.72% | 0.90% |
| AMUNDI | 08/11/2026 | 25.46 M | $1.26 B | 9.31% | 0.83% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 24.15 M | $1.20 B | -24.36% | 0.78% |
| PZENA INVESTMENT MANAGEMENT LLC | 08/07/2026 | 22.60 M | $905.52 M | -14.84% | 0.73% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 22.12 M | $1.10 B | -5.46% | 0.72% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 19.81 M | $981.57 M | 29.07% | 0.64% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 17.03 M | $844.22 M | -9.63% | 0.55% |
| ASSENAGON ASSET MANAGEMENT S.A. | 08/21/2026 | 16.54 M | $821.23 M | 6,277.50% | 0.54% |
| VANGUARD ASSET MANAGEMENT, LTD | 08/13/2026 | 14.83 M | $734.92 M | 5.07% | 0.48% |
| VONTOBEL HOLDING LTD. | 08/03/2026 | 14.70 M | $728.43 M | -2.83% | 0.48% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 14.55 M | $720.56 M | -38.09% | 0.47% |
| NUVEEN, LLC | 08/11/2026 | 10.48 M | $520.26 M | -6.64% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 10.33 M | $511.72 M | 6.94% | 0.33% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 10.23 M | $507.14 M | 28.61% | 0.33% |
| UBS GROUP AG | 08/13/2026 | 9.01 M | $446.74 M | -10.67% | 0.29% |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 07/24/2026 | 7.81 M | $387.96 M | 0.00% | 0.25% |
| MORGAN STANLEY | 08/13/2026 | 7.69 M | $381.34 M | -0.88% | 0.25% |
| JUPITER TOPCO LLC | 08/14/2026 | 7.48 M | $371.64 M | 100.00% | 0.24% |
| SIH PARTNERS, LLLP | 08/14/2026 | 7.45 M | $369.27 M | -37.22% | 0.24% |
| CITIGROUP INC | 08/03/2026 | 7.23 M | $359.27 M | 21.40% | 0.23% |
| BANQUE CANTONALE VAUDOISE | 07/31/2026 | 7.16 M | $355.68 K | 0.29% | 0.23% |
| NINETY ONE UK LTD | 07/16/2026 | 7.13 M | $354.25 M | -17.90% | 0.23% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 08/14/2026 | 6.65 M | $329.91 M | 13.77% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 6.58 M | $325.87 M | 1.12% | 0.21% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 6.41 M | $318.19 M | 3.43% | 0.21% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 6.41 M | $318.05 M | -17.23% | 0.21% |
| WCM INVESTMENT MANAGEMENT, LLC | 08/13/2026 | 6.15 M | $304.39 M | 5.13% | 0.20% |
| SIH PARTNERS, LLLP | 08/14/2026 | 5.92 M | $293.56 M | -7.04% | 0.19% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 5.83 M | $288.64 M | 14.20% | 0.19% |
| BANK JULIUS BAER & CO. LTD, ZURICH | 08/10/2026 | 5.60 M | $278.08 M | -8.39% | 0.18% |
| ROYAL BANK OF CANADA | 08/14/2026 | 5.58 M | $276.44 M | 41.73% | 0.18% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 5.47 M | $271.32 M | -28.08% | 0.18% |
| COMPAGNIE LOMBARD ODIER SCMA | 07/29/2026 | 5.38 M | $267.31 M | 2.10% | 0.17% |
| M&G PLC | 08/06/2026 | 5.31 M | $262.66 M | 6.57% | 0.17% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 4.89 M | $242.54 M | 100.00% | 0.16% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 08/13/2026 | 4.87 M | $241.43 M | 5.03% | 0.16% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 4.83 M | $239.45 M | 2.95% | 0.16% |
| NATIXIS ADVISORS, L.P. | 08/14/2026 | 4.61 M | $228.26 M | 11.60% | 0.15% |
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UBS Group AG institutional Ownership - FAQ's
During the previous two years, 1031 institutional investors and hedge funds held shares of UBS Group AG. The most heavily invested institutionals were:
UBS Group AG: 107.14 M
VANGUARD CAPITAL MANAGEMENT LLC: 98.08 M
NORGES BANK: 95.85 M
Fisher Asset Management, LLC: 64.92 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 62.93 M
WELLINGTON MANAGEMENT GROUP LLP: 59.55 M
41.29% of UBS Group AG stock is owned by institutional investors.
Institutional investors have bought a total of 1.66 B shares in the last 24 months. This purchase volume represents approximately $64.10 B in transactions.