Recent Quarter Total Invested
$41.69 B
Recent Quarter Institutional Ownership Percentage
44.19%
Total Invested of Last Quarter
$37.22 B
Ownership Percentage of Last Quarter
37.66%
UBS Group AG Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORGES BANK | 08/14/2024 | 168.29 M | $4.95 B | 100.00% | 5.25% |
| UBS GROUP AG | 08/14/2024 | 156.59 M | $4.63 B | 11.27% | 4.89% |
| VANGUARD GROUP INC | 08/13/2024 | 124.94 M | $3.69 B | 8.15% | 3.90% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 98.12 M | $2.90 B | -2.42% | 3.06% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 89.04 M | $2.63 B | 100.00% | 2.78% |
| DODGE & COX | 08/13/2024 | 73.44 M | $2.16 B | -2.63% | 2.29% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 07/29/2024 | 54.06 M | $1.59 B | 11.35% | 1.69% |
| FMR LLC | 08/13/2024 | 49.33 M | $1.45 B | -22.14% | 1.54% |
| CEVIAN CAPITAL II GP LTD | 08/14/2024 | 43.79 M | $1.29 B | 0.00% | 1.37% |
| JPMORGAN CHASE & CO | 08/12/2024 | 42.66 M | $1.26 B | 1.93% | 1.33% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 41.39 M | $1.22 B | 11,313.18% | 1.29% |
| CAPITAL WORLD INVESTORS | 08/13/2024 | 39.27 M | $1.15 B | 2.78% | 1.23% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 33.34 M | $982.36 M | 16.74% | 1.04% |
| PZENA INVESTMENT MANAGEMENT LLC | 08/02/2024 | 29.95 M | $792.21 M | 0.95% | 0.93% |
| PICTET ASSET MANAGEMENT HOLDING SA | 08/13/2024 | 29.93 M | $880.94 M | -3.92% | 0.93% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 21.12 M | $623.83 M | -23.04% | 0.66% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 18.75 M | $553.77 M | -16.05% | 0.58% |
| AMUNDI | 08/14/2024 | 18.61 M | $564.61 M | -3.93% | 0.58% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 17.72 M | $523.57 M | -26.80% | 0.55% |
| VONTOBEL HOLDING LTD. | 08/13/2024 | 16.12 M | $474.41 M | 9.36% | 0.50% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 08/14/2024 | 12.75 M | $375.30 M | -3.08% | 0.40% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 12.30 M | $362.29 M | -14.10% | 0.38% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 11.40 M | $335.60 M | 65.12% | 0.36% |
| MORGAN STANLEY | 08/14/2024 | 10.01 M | $295.68 M | -13.05% | 0.31% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 9.78 M | $287.80 M | 20.28% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 9.12 M | $269.40 M | -3.88% | 0.28% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/12/2024 | 8.63 M | $254.05 M | 10.84% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 8.63 M | $254.95 M | -18.03% | 0.27% |
| ROYAL BANK OF CANADA | 08/14/2024 | 7.92 M | $233.84 M | 2.76% | 0.25% |
| BANQUE CANTONALE VAUDOISE | 07/31/2024 | 7.63 M | $224.63 M | 6.65% | 0.24% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 08/07/2024 | 7.11 M | $209.89 M | -7.04% | 0.22% |
| FIL LTD | 08/13/2024 | 7.08 M | $208.46 M | 13.11% | 0.22% |
| CITIGROUP INC | 08/12/2024 | 7.06 M | $207.81 M | -32.46% | 0.22% |
| ARGA INVESTMENT MANAGEMENT, LP | 07/31/2024 | 6.52 M | $191.96 M | 6.35% | 0.20% |
| UBS GROUP AG | 08/14/2024 | 5.73 M | $169.24 M | -21.92% | 0.18% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 5.70 M | $167.65 M | -11.95% | 0.18% |
| WCM INVESTMENT MANAGEMENT, LLC | 07/31/2024 | 5.28 M | $155.31 M | -0.65% | 0.16% |
| VIKING GLOBAL INVESTORS LP | 08/14/2024 | 5.19 M | $152.69 M | 100.00% | 0.16% |
| SUSQUEHANNA INTERNATIONAL SECURITIES, LTD. | 08/15/2024 | 5.02 M | $148.19 M | 162.27% | 0.16% |
| NATIXIS ADVISORS, L.P. | 08/01/2024 | 4.95 M | $146.22 M | 7.30% | 0.15% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 4.70 M | $138.94 M | -31.75% | 0.15% |
| DEKABANK DEUTSCHE GIROZENTRALE | 08/08/2024 | 4.70 M | $141.25 M | 7.61% | 0.15% |
| AXA S.A. | 08/14/2024 | 4.44 M | $131.20 M | 25.61% | 0.14% |
| M&G PLC | 07/16/2024 | 4.37 M | $126.50 M | -21.82% | 0.14% |
| EISLER CAPITAL (UK) LTD. | 08/13/2024 | 4.25 M | $125.08 M | 55.43% | 0.13% |
| AVIVA PLC | 08/02/2024 | 4.18 M | $123.00 M | -5.49% | 0.13% |
| ALLIANZ ASSET MANAGEMENT GMBH | 08/13/2024 | 4.15 M | $122.02 M | -11.55% | 0.13% |
| KOREA INVESTMENT CORP | 08/13/2024 | 3.83 M | $112.63 M | -4.27% | 0.12% |
| BLACKROCK INC. | 08/13/2024 | 3.78 M | $111.67 M | 21.98% | 0.12% |
| LGT GROUP FOUNDATION | 08/07/2024 | 3.43 M | $101.31 M | 20.96% | 0.11% |
UBS Group AGinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of UBS shares?
During the previous two years, 716 institutional investors and hedge funds held shares of UBS Group AG. The most heavily invested institutionals were:
NORGES BANK: 168.29 M
UBS Group AG: 156.59 M
VANGUARD GROUP INC: 124.94 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 98.12 M
UBS ASSET MANAGEMENT AMERICAS INC: 89.04 M
DODGE & COX: 73.44 M
-
What percentage of UBS Group AG stock is owned by institutional investors?
44.19% of UBS Group AG stock is owned by institutional investors.
-
How much institutional buying is happening at UBS ?
Institutional investors have bought a total of 1.63 B shares in the last 24 months. This purchase volume represents approximately $50.51 B in transactions.