UBS Group Ownership | Who Owns UBS Group?

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UBS Group Ownership Summary

UBS Group is owned by 37.93% institutional investors, 0.05% insiders, and 62.02% retail investors. Norges bank is the largest institutional shareholder, holding 5.25% of UBS shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.41% of its assets in UBS Group shares.

UBS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UBS Group	37.93%	0.05%	62.02%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Diversified Banks Stocks	38.46%	1.12%	60.42%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Norges bank	168.29M	5.25%	$4.95B
Vanguard group	124.94M	3.90%	$3.69B
Massachusetts financial services co /ma/	98.12M	3.06%	$2.90B
Ubs asset management americas	89.04M	2.78%	$2.63B
Dodge & cox	73.44M	2.29%	$2.16B
Zurcher kantonalbank (zurich cantonalbank)	54.06M	1.69%	$1.59B
Fmr	49.33M	1.54%	$1.45B
Cevian capital ii gp	43.79M	1.37%	$1.29B
Jpmorgan chase	42.66M	1.33%	$1.26B
Legal & general group	41.39M	1.29%	$1.22B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cevian capital ii gp	43.79M	43.57%	$1.29B
Susquehanna securities	5.02M	35.73%	$148.19M
Channing global advisors	559.17K	13.77%	$16.46M
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
Black diamond capital management	350.00K	6.25%	$10.34M
Zurcher kantonalbank (zurich cantonalbank)	54.06M	5.17%	$1.59B
Systrade	100.00K	5.02%	$2.94M
Exane asset management	224.77K	4.64%	$6.61M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	168.29M	0.74%	168.29M
Ubs asset management americas	89.04M	0.75%	89.04M
Legal & general group	41.39M	0.27%	41.03M
Vanguard group	124.94M	0.07%	9.41M
Zurcher kantonalbank (zurich cantonalbank)	54.06M	5.17%	5.51M

Top Sellers

Holder	Shares	% Assets	Change
Fmr	49.33M	0.09%	-14.03M
Bank of montreal /can/	2.15M	0.02%	-7.68M
Sumitomo mitsui trust	-	-	-7.20M
Deutsche bank ag\	21.12M	0.28%	-6.32M
Viking global investors lp	-	-	-5.19M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	168.29M	0.74%	168.29M	$4.95B
Ubs asset management americas	89.04M	0.75%	89.04M	$2.63B
Optiver b.v.	2.47M	0.04%	2.47M	$72.89M
Caisse de depot et placement du quebec	1.57M	0.11%	1.57M	$46.23M
J. safra sarasin	737.48K	0.40%	737.48K	$21.71M

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Semmax financial advisors	-8.00
Mcclarren financial advisors	-17.00
Harbor investment advisory	-21.00
Financial synergies wealth advisors	-57.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	518	7.25%	1,103,207,068	-12.93%	35	2.11%	234	-11.03%	168	12.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Intl Stock Index Inv	44.76M	1.41%	39.56K
Dodge & Cox International Stock I	42.68M	1.33%	-
Artisan International Value	38.10M	1.20%	-4.93M
Artisan International Value Investor	38.10M	1.20%	-4.93M
Vanguard Developed Markets Index Admiral	27.62M	0.87%	172.25K
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	22.39M	0.70%	34.79K
Capital Group EuroPacific Growth Comp	22.38M	0.70%	-
American Funds Europacific Growth A	22.38M	0.70%	-
iShares Core MSCI EAFE ETF	20.61M	0.65%	-
UBS(CH)IF Equities CH All NSL I-B-acc	19.23M	0.60%	-106.27K

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 37.93%, followed by 0.05% insiders and 62.02% retail investors. The average institutional ownership in UBS Group's industry, Diversified Banks Stocks, is 38.46%, which UBS Group falls below.

Who owns the most shares of UBS Group?

UBS Group’s largest shareholders are Norges bank (168.29M shares, 5.25%), Vanguard group (124.94M shares, 3.90%), and Massachusetts financial services co /ma/ (98.12M shares, 3.06%). Together, they hold 12.21% 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 43.57% of its assets in 43.79M UBS Group shares, valued at 1.29B$.

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 1.41% of its total shares outstanding invested in 44.76M UBS Group shares.

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