UBS Group Ownership | Who Owns UBS Group?

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UBS Group Ownership Summary

UBS Group is owned by 31.39% institutional investors, 0.08% insiders, and 68.53% retail investors. Norges bank is the largest institutional shareholder, holding 5.73% of UBS shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.42% of its assets in UBS Group shares.

UBS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UBS Group	31.39%	0.08%	68.53%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Diversified Banks Stocks	29.77%	0.99%	69.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Norges bank	183.11M	5.73%	$5.59B
Ubs group	153.58M	4.80%	$4.66B
Vanguard group	127.89M	4.00%	$3.92B
Massachusetts financial services co /ma/	81.21M	2.54%	$2.46B
Ubs asset management americas	73.53M	2.30%	$2.23B
Dodge & cox	73.50M	2.30%	$2.24B
Fmr	55.53M	1.74%	$1.70B
Zurcher kantonalbank (zurich cantonalbank)	51.38M	1.61%	$1.57B
Cevian capital ii gp	43.79M	1.37%	$1.33B
Capital world investors	37.43M	1.17%	$1.14B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cevian capital ii gp	43.79M	51.50%	$1.33B
Susquehanna securities	5.02M	35.73%	$148.19M
Systrade	495.00K	21.29%	$12.48M
Exane asset management	1.24M	20.28%	$35.63M
Channing global advisors	654.66K	13.34%	$20.03M
Sih partners, lllp	7.08M	10.85%	$214.55M
Banque cantonale vaudoise	7.63M	8.93%	$224.63M
Varenne capital partners	321.35K	7.22%	$28.61M
Arga investment management, lp	6.52M	6.74%	$191.96M
Advanced portfolio management	165.00K	5.71%	$5.00M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	183.11M	0.73%	183.11M
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main	28.31M	0.87%	17.53M
Fmr	55.53M	0.10%	12.61M
Sih partners, lllp	7.08M	10.85%	7.08M
Pictet asset management sa	34.98M	1.16%	5.56M

Top Sellers

Holder	Shares	% Assets	Change
Jpmorgan chase	26.47M	0.06%	-24.61M
Massachusetts financial services co /ma/	81.21M	0.78%	-10.04M
Sumitomo mitsui trust	-	-	-7.20M
Legal & general group	27.48M	0.22%	-7.08M
Zurcher kantonalbank (zurich cantonalbank)	51.38M	4.48%	-5.97M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	183.11M	0.73%	183.11M	$5.59B
Sih partners, lllp	7.08M	10.85%	7.08M	$214.55M
Marshall wace, llp	1.78M	0.07%	1.78M	$54.40M
Raymond james financial	1.04M	0.01%	1.04M	$31.45M
Fullerton fund management	792.83K	0.85%	792.83K	$24.26B

Sold Out

Holder	Change
Northwest financial advisors	-1.00
Financial gravity asset management	-1.00
West branch capital	-4.00
Semmax financial advisors	-8.00
Mcclarren financial advisors	-17.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	454	-22.26%	1,003,453,349	-17.27%	31	2.18%	212	-13.82%	141	-31.22%
Sep 30, 2024	573	-2.22%	1,212,590,311	-14.42%	37	2.41%	241	-16.32%	204	10.27%
Jun 30, 2024	576	-0.52%	1,416,370,634	16.51%	44	3.12%	285	6.74%	182	-5.70%
Mar 31, 2024	579	2.30%	1,215,613,740	-8.92%	37	2.20%	267	-2.91%	193	7.82%
Dec 31, 2023	566	9.27%	1,334,642,150	20.98%	41	3.21%	275	17.52%	179	6.55%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Intl Stock Index Inv	45.12M	1.42%	72.64K
Dodge & Cox International Stock I	42.68M	1.34%	-
Artisan International Value	37.65M	1.19%	-445.10K
Artisan International Value Investor	37.65M	1.19%	-445.10K
Vanguard Developed Markets Index Admiral	27.97M	0.88%	51.92K
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	23.31M	0.73%	236.70K
American Funds Europacific Growth A	22.38M	0.70%	-
Capital Group EuroPacific Growth Comp	22.38M	0.70%	-
iShares Core MSCI EAFE ETF	20.90M	0.66%	17.82K
UBS(CH)IF Equities CH All NSL I-B-acc	19.20M	0.60%	621.36K

Insider Transactions Trends

Date	Buy	Sell
2023 Q1	3	-
2022 Q4	-	-

UBS Ownership FAQ

Who Owns UBS Group?

UBS Group shareholders are primarily institutional investors at 31.39%, followed by 0.08% insiders and 68.53% retail investors. The average institutional ownership in UBS Group's industry, Diversified Banks Stocks, is 29.77%, which UBS Group exceeds.

Who owns the most shares of UBS Group?

UBS Group’s largest shareholders are Norges bank (183.11M shares, 5.73%), Ubs group (153.58M shares, 4.80%), and Vanguard group (127.89M shares, 4.00%). Together, they hold 14.53% of UBS Group’s total shares outstanding.

Does Blackrock own UBS Group?

BlackRock is not among the top 10 institutional shareholders of UBS Group.

Who is UBS Group’s biggest shareholder by percentage of total assets invested?

Cevian capital ii gp is UBS Group’s biggest shareholder by percentage of total assets invested, with 51.50% of its assets in 43.79M UBS Group shares, valued at 1.33B$.

Who is the top mutual fund holder of UBS Group shares?

Vanguard Total Intl Stock Index Inv is the top mutual fund holder of UBS Group shares, with 1.42% of its total shares outstanding invested in 45.12M UBS Group shares.

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