UBS Group AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 01/29/2026 | 140.49 M | $6.51 B | 6.05% | 4.42% |
| VANGUARD GROUP INC | 01/29/2026 | 139.11 M | $6.42 B | 1.28% | 4.38% |
| NORGES BANK | 02/10/2026 | 104.98 M | $4.89 B | 100.00% | 3.30% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 68.62 M | $3.18 B | -11.29% | 2.16% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 64.11 M | $2.97 B | 4.80% | 2.02% |
| FMR LLC | 02/17/2026 | 58.10 M | $2.71 B | 19.89% | 1.83% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 57.65 M | $2.69 B | -9.45% | 1.81% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 01/27/2026 | 49.53 M | $2.31 B | -6.18% | 1.56% |
| CEVIAN CAPITAL II GP LTD | 02/17/2026 | 48.12 M | $2.23 B | 0.00% | 1.51% |
| JPMORGAN CHASE & CO | 02/11/2026 | 40.39 M | $1.87 B | 16.15% | 1.27% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 37.40 M | $1.73 B | 0.15% | 1.18% |
| PICTET ASSET MANAGEMENT HOLDING SA | 01/29/2026 | 35.93 M | $1.68 B | 1.78% | 1.13% |
| DODGE & COX | 02/13/2026 | 33.67 M | $1.56 B | -21.05% | 1.06% |
| PZENA INVESTMENT MANAGEMENT LLC | 02/06/2026 | 29.77 M | $1.10 B | 0.09% | 0.94% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 29.61 M | $1.37 B | 19.09% | 0.93% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 23.61 M | $1.10 B | 0.89% | 0.74% |
| AMUNDI | 02/17/2026 | 19.92 M | $922.51 M | -0.39% | 0.63% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 18.06 M | $836.46 M | -13.61% | 0.57% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 17.53 M | $814.93 M | -9.82% | 0.55% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 16.18 M | $754.83 M | 5.29% | 0.51% |
| VONTOBEL HOLDING LTD. | 02/13/2026 | 13.89 M | $646.68 M | 0.36% | 0.44% |
| NUVEEN, LLC | 02/12/2026 | 11.41 M | $531.16 M | 6.66% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 10.71 M | $495.90 M | -37.11% | 0.34% |
| VIKING GLOBAL INVESTORS LP | 02/17/2026 | 9.13 M | $425.96 M | -30.30% | 0.29% |
| SIH PARTNERS, LLLP | 02/17/2026 | 8.93 M | $413.71 M | 23.06% | 0.28% |
| NINETY ONE UK LTD | 01/27/2026 | 8.83 M | $411.92 M | 1.61% | 0.28% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 8.78 M | $408.83 M | 53.30% | 0.28% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 8.41 M | $392.51 M | 1.59% | 0.26% |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 02/02/2026 | 7.92 M | $369.56 M | 0.00% | 0.25% |
| MORGAN STANLEY | 02/13/2026 | 7.65 M | $354.46 M | -0.77% | 0.24% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 6.86 M | $320.07 M | 253.29% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 6.75 M | $312.54 M | -13.16% | 0.21% |
| BANQUE CANTONALE VAUDOISE | 02/06/2026 | 6.74 M | $314.39 M | -0.33% | 0.21% |
| SIH PARTNERS, LLLP | 02/17/2026 | 6.58 M | $304.80 M | 42.39% | 0.21% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 6.34 M | $295.66 M | 42.76% | 0.20% |
| CITIGROUP INC | 02/13/2026 | 6.02 M | $280.85 M | -30.15% | 0.19% |
| ROYAL BANK OF CANADA | 02/17/2026 | 5.83 M | $269.80 M | -13.07% | 0.18% |
| BANK JULIUS BAER & CO. LTD, ZURICH | 02/05/2026 | 5.70 M | $264.60 M | 25.99% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 5.64 M | $261.12 M | -0.47% | 0.18% |
| COMPAGNIE LOMBARD ODIER SCMA | 01/16/2026 | 5.38 M | $251.10 M | 3.04% | 0.17% |
| WCM INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 5.21 M | $242.42 M | -0.13% | 0.16% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 02/17/2026 | 4.95 M | $229.13 M | -3.05% | 0.16% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 4.91 M | $226.38 M | 184.11% | 0.15% |
| M&G PLC | 02/12/2026 | 4.50 M | $209.62 M | 9.47% | 0.14% |
| NORTHERN TRUST CORP | 02/17/2026 | 4.37 M | $202.24 M | -1.85% | 0.14% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 4.33 M | $200.63 M | 18.29% | 0.14% |
| DEKABANK DEUTSCHE GIROZENTRALE | 01/28/2026 | 4.27 M | $124.71 M | 0.00% | 0.13% |
| BLACKROCK, INC. | 02/12/2026 | 4.03 M | $186.67 M | -4.07% | 0.13% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 02/13/2026 | 3.98 M | $147.25 M | 100.00% | 0.13% |
| LGT GROUP FOUNDATION | 02/05/2026 | 3.67 M | $171.04 M | 13.19% | 0.12% |
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UBS Group AG institutional Ownership - FAQ's
During the previous two years, 873 institutional investors and hedge funds held shares of UBS Group AG. The most heavily invested institutionals were:
UBS Group AG: 140.49 M
VANGUARD GROUP INC: 139.11 M
NORGES BANK: 104.98 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 68.62 M
Fisher Asset Management, LLC: 64.11 M
FMR LLC: 58.1 M
41.81% of UBS Group AG stock is owned by institutional investors.
Institutional investors have bought a total of 1.57 B shares in the last 24 months. This purchase volume represents approximately $65.68 B in transactions.