Recent Quarter Total Invested
$41.95 B
Recent Quarter Institutional Ownership Percentage
37.93%
Total Invested of Last Quarter
$41.71 B
Ownership Percentage of Last Quarter
39.65%
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% |
| 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% |
| 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% |
| 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 B | 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 B | -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% |
| CAPTRUST FINANCIAL ADVISORS | 11/14/2024 | 2.16 M | $66.79 M | -1.07% | 0.07% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 2.14 M | $66.00 M | 17.83% | 0.07% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 2.07 M | $63.84 M | 1.85% | 0.06% |
| PATIENT CAPITAL MANAGEMENT, LLC | 11/14/2024 | 2.02 M | $62.50 M | -0.34% | 0.06% |
UBS Group AGinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of UBS shares?
During the previous two years, 679 institutional investors and hedge funds held shares of UBS Group AG. The most heavily invested institutionals were:
UBS Group AG: 155.46 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
Capital World Investors: 39.38 M
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What percentage of UBS Group AG stock is owned by institutional investors?
37.93% of UBS Group AG stock is owned by institutional investors.
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How much institutional buying is happening at UBS ?
Institutional investors have bought a total of 1.25 B shares in the last 24 months. This purchase volume represents approximately $39.73 B in transactions.