UBS Group AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORGES BANK | 08/13/2025 | 144.09 M | $4.88 B | 100.00% | 4.53% |
| VANGUARD GROUP INC | 08/11/2025 | 135.36 M | $4.60 B | 2.97% | 4.26% |
| UBS GROUP AG | 08/14/2025 | 115.92 M | $3.92 B | -21.29% | 3.65% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2025 | 70.67 M | $2.39 B | -5.64% | 2.22% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/08/2025 | 63.94 M | $2.16 B | -14.09% | 2.01% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 08/07/2025 | 59.56 M | $2.01 B | 7.15% | 1.87% |
| FISHER ASSET MANAGEMENT, LLC | 08/13/2025 | 58.42 M | $1.98 B | 16.90% | 1.84% |
| FMR LLC | 08/14/2025 | 48.59 M | $1.64 B | -31.52% | 1.53% |
| CEVIAN CAPITAL II GP LTD | 08/14/2025 | 48.12 M | $1.63 B | 9.89% | 1.51% |
| DODGE & COX | 08/13/2025 | 45.64 M | $1.54 B | -37.15% | 1.44% |
| CAPITAL WORLD INVESTORS | 08/13/2025 | 36.96 M | $1.25 B | -2.23% | 1.16% |
| PICTET ASSET MANAGEMENT HOLDING SA | 08/13/2025 | 35.74 M | $1.21 B | 0.87% | 1.12% |
| JPMORGAN CHASE & CO | 08/12/2025 | 31.56 M | $1.07 B | -3.39% | 0.99% |
| PZENA INVESTMENT MANAGEMENT LLC | 07/25/2025 | 30.90 M | $829.73 M | 5.29% | 0.97% |
| LEGAL & GENERAL GROUP PLC | 08/12/2025 | 24.79 M | $836.21 M | -8.76% | 0.78% |
| DEUTSCHE BANK AG\ | 08/12/2025 | 22.95 M | $776.17 M | -26.80% | 0.72% |
| AMUNDI | 08/13/2025 | 20.35 M | $707.45 M | 18.15% | 0.64% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2025 | 18.74 M | $634.21 M | 6.70% | 0.59% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2025 | 17.94 M | $605.15 M | 47.52% | 0.56% |
| VONTOBEL HOLDING LTD. | 07/23/2025 | 13.82 M | $467.99 M | -19.38% | 0.43% |
| NUVEEN, LLC | 08/12/2025 | 11.40 M | $384.60 M | -0.43% | 0.36% |
| SIH PARTNERS, LLLP | 08/14/2025 | 10.18 M | $344.45 M | -27.60% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 08/14/2025 | 8.43 M | $285.08 M | -4.07% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 08/05/2025 | 8.25 M | $278.92 M | -2.86% | 0.26% |
| CAISSE DES DEPOTS ET CONSIGNATIONS | 07/31/2025 | 7.92 M | $286.98 M | 0.00% | 0.25% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/13/2025 | 7.75 M | $261.45 M | -0.66% | 0.24% |
| ROYAL BANK OF CANADA | 08/14/2025 | 7.55 M | $255.47 M | -0.29% | 0.24% |
| ARGA INVESTMENT MANAGEMENT, LP | 07/31/2025 | 7.29 M | $246.68 M | 0.95% | 0.23% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 08/14/2025 | 7.00 M | $236.11 M | -68.55% | 0.22% |
| BANQUE CANTONALE VAUDOISE | 08/11/2025 | 6.70 M | $225.97 M | -1.66% | 0.21% |
| UBS GROUP AG | 08/14/2025 | 6.52 M | $220.67 M | 5.22% | 0.21% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2025 | 6.40 M | $216.79 M | 16.95% | 0.20% |
| CITIGROUP INC | 08/11/2025 | 6.05 M | $203.99 M | 3.80% | 0.19% |
| FIL LTD | 08/14/2025 | 5.71 M | $193.21 M | -35.77% | 0.18% |
| BANK JULIUS BAER & CO. LTD, ZURICH | 08/14/2025 | 5.44 M | $151.38 M | 20.78% | 0.17% |
| COMPAGNIE LOMBARD ODIER SCMA | 07/15/2025 | 5.38 M | $181.45 M | 14.70% | 0.17% |
| WCM INVESTMENT MANAGEMENT, LLC | 07/29/2025 | 5.22 M | $174.61 M | -1.56% | 0.16% |
| SIH PARTNERS, LLLP | 08/14/2025 | 4.69 M | $158.74 M | 50.14% | 0.15% |
| M&G PLC | 08/08/2025 | 4.41 M | $150.23 M | 16.97% | 0.14% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 08/14/2025 | 4.40 M | $148.67 M | -36.00% | 0.14% |
| NORTHERN TRUST CORP | 08/13/2025 | 4.30 M | $145.56 M | 0.29% | 0.14% |
| DEKABANK DEUTSCHE GIROZENTRALE | 07/30/2025 | 4.27 M | $144.14 M | -2.22% | 0.13% |
| ALLIANZ ASSET MANAGEMENT GMBH | 07/28/2025 | 4.17 M | $140.80 M | 1.01% | 0.13% |
| BLACKROCK, INC. | 08/12/2025 | 3.99 M | $134.83 M | -2.71% | 0.13% |
| AVIVA PLC | 08/07/2025 | 3.77 M | $127.59 M | -0.21% | 0.12% |
| AXA S.A. | 08/14/2025 | 3.61 M | $122.25 M | -28.65% | 0.11% |
| AMERIPRISE FINANCIAL INC | 08/14/2025 | 3.26 M | $112.00 M | 7.76% | 0.10% |
| NATIXIS ADVISORS, L.P. | 08/13/2025 | 3.01 M | $101.84 M | -30.78% | 0.09% |
| LGT GROUP FOUNDATION | 07/22/2025 | 2.94 M | $99.58 M | -10.35% | 0.09% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/15/2025 | 2.90 M | $98.10 M | 31.14% | 0.09% |
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UBS Group AG institutional Ownership - FAQ's
During the previous two years, 804 institutional investors and hedge funds held shares of UBS Group AG. The most heavily invested institutionals were:
Vontobel Holding Ltd.: 13.84 M
Crocodile Capital Partners GmbH: 1.01 M
Systrade AG: 625,000
VOYA INVESTMENT MANAGEMENT LLC: 386,143
CONTRAVISORY INVESTMENT MANAGEMENT, INC.: 324,359
Assenagon Asset Management S.A.: 248,546
40.66% of UBS Group AG stock is owned by institutional investors.
Institutional investors have bought a total of 1.53 B shares in the last 24 months. This purchase volume represents approximately $57.42 B in transactions.