UBS Group AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 11/14/2024 | 155.46 M | $4.81 B | -0.72% | 4.86% |
| VANGUARD GROUP INC | 11/13/2024 | 126.59 M | $3.92 B | 1.32% | 3.96% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 91.25 M | $2.82 B | -7.00% | 2.85% |
| DODGE & COX | 11/13/2024 | 73.37 M | $2.26 B | -0.10% | 2.30% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 11/14/2024 | 57.35 M | $1.77 B | 6.08% | 1.79% |
| JPMORGAN CHASE & CO | 11/08/2024 | 51.08 M | $1.58 B | 19.73% | 1.60% |
| CEVIAN CAPITAL II GP LTD | 11/14/2024 | 43.79 M | $1.35 B | 0.00% | 1.37% |
| FMR LLC | 11/13/2024 | 42.92 M | $1.32 B | -12.99% | 1.34% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 39.38 M | $1.22 B | 0.28% | 1.23% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 34.55 M | $1.07 B | -16.52% | 1.08% |
| PZENA INVESTMENT MANAGEMENT LLC | 11/08/2024 | 30.80 M | $802.71 M | 2.84% | 0.96% |
| PICTET ASSET MANAGEMENT HOLDING SA | 11/12/2024 | 29.42 M | $909.01 M | -1.69% | 0.92% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 22.14 M | $682.84 M | -33.59% | 0.69% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 20.69 M | $639.51 M | 16.73% | 0.65% |
| AMUNDI | 11/13/2024 | 16.66 M | $519.67 M | -10.50% | 0.52% |
| VONTOBEL HOLDING LTD. | 10/16/2024 | 16.14 M | $497.47 M | 0.16% | 0.51% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 13.71 M | $423.50 M | 20.23% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 11.69 M | $361.29 M | 35.43% | 0.37% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 11.08 M | $342.18 M | -9.96% | 0.35% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 11/14/2024 | 10.78 M | $333.10 M | -15.43% | 0.34% |
| MORGAN STANLEY | 11/14/2024 | 10.01 M | $309.28 M | -0.04% | 0.31% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 9.46 M | $292.54 M | 101.22% | 0.30% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/14/2024 | 9.17 M | $283.28 M | 6.24% | 0.29% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 8.96 M | $277.06 M | -1.71% | 0.28% |
| ROYAL BANK OF CANADA | 11/14/2024 | 7.99 M | $246.91 M | 1.57% | 0.25% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 11/14/2024 | 7.15 M | $220.98 M | 0.62% | 0.22% |
| ARGA INVESTMENT MANAGEMENT, LP | 11/14/2024 | 6.89 M | $212.24 M | 5.71% | 0.22% |
| FIL LTD | 11/13/2024 | 6.84 M | $210.48 M | -3.47% | 0.21% |
| BANQUE CANTONALE VAUDOISE | 11/08/2024 | 6.79 M | $209.85 M | -10.99% | 0.21% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 5.98 M | $184.81 M | -38.82% | 0.19% |
| UBS GROUP AG | 11/14/2024 | 5.51 M | $170.17 M | -3.91% | 0.17% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 5.49 M | $169.54 M | -3.66% | 0.17% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 5.21 M | $160.98 M | 5.21% | 0.16% |
| WCM INVESTMENT MANAGEMENT, LLC | 11/04/2024 | 5.19 M | $161.37 M | -1.55% | 0.16% |
| AXA S.A. | 11/14/2024 | 5.00 M | $154.60 M | 12.62% | 0.16% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 4.93 M | $152.26 M | -73.72% | 0.15% |
| EISLER CAPITAL (UK) LTD. | 11/14/2024 | 4.59 M | $141.73 M | 7.91% | 0.14% |
| M&G PLC | 10/31/2024 | 4.51 M | $138.59 M | 3.11% | 0.14% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 4.37 M | $135.09 M | 5.49% | 0.14% |
| LGT GROUP FOUNDATION | 11/13/2024 | 4.36 M | $132.85 M | 27.14% | 0.14% |
| DEKABANK DEUTSCHE GIROZENTRALE | 10/24/2024 | 4.27 M | $113.70 M | -9.14% | 0.13% |
| AVIVA PLC | 11/14/2024 | 4.13 M | $127.48 M | -1.16% | 0.13% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.88 M | $119.86 M | 100.00% | 0.12% |
| COMPAGNIE LOMBARD ODIER SCMA | 10/11/2024 | 3.54 M | $109.36 M | 43.02% | 0.11% |
| ROKOS CAPITAL MANAGEMENT LLP | 11/14/2024 | 3.30 M | $101.80 B | 0.00% | 0.10% |
| KOREA INVESTMENT CORP | 11/13/2024 | 3.25 M | $100.39 M | -15.07% | 0.10% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 2.96 M | $91.54 M | 4.73% | 0.09% |
| LIONTRUST INVESTMENT PARTNERS LLP | 10/16/2024 | 2.54 M | $74.70 M | 0.00% | 0.08% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 2.25 M | $69.44 M | 100.00% | 0.07% |
| ROKOS CAPITAL MANAGEMENT LLP | 11/14/2024 | 2.20 M | $67.87 B | 0.00% | 0.07% |
UBS Group AGinstitutional Ownership - FAQ's
During the previous two years, 718 institutional investors and hedge funds held shares of UBS Group AG. The most heavily invested institutionals were:
UBS Group AG: 155.46 M
VANGUARD GROUP INC: 126.59 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 91.25 M
DODGE & COX: 73.37 M
Zurcher Kantonalbank (Zurich Cantonalbank): 57.35 M
JPMORGAN CHASE & CO: 51.08 M
37.94% of UBS Group AG stock is owned by institutional investors.
Institutional investors have bought a total of 1.49 B shares in the last 24 months. This purchase volume represents approximately $44.53 B in transactions.