UBS Group AG (UBS) Ownership

31.83 ↓0.02 (-0.06%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

NORGES BANK is the biggest individual institutional holder of UBS Group AG (UBS), owning a total of 168.3 million shares. Combined, the top 61 institutional holders of UBS own 43.40% of the company with a total of 1.4 billion shares.

In the latest ownership report on June 30th 2024, the top 61 institutional holders increased their combined ownership of UBS by 139.9 million shares. 11 institutions bought 176,188,834 total additional shares and increased their ownership by an average of 1,034.55%. However 8 institutions sold 36,247,138 total shares and decreased their ownership by an average of 12.24%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of UBS Group AG increased by a net total of 139,941,696 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
NORGES BANK	5.283%	4.355%	168,288,869	7,022,723	2024-06-30
UBS Group AG	4.916%	11.272%	156,592,494	15,862,961	2024-06-30
Vanguard Group Inc	3.922%	8.148%	124,943,066	9,413,685	2024-06-30
Massachusetts Financial Services Company	3.080%	-2.424%	98,123,310	-2,437,646	2024-06-30
UBS Asset Mgmt Americas Inc	2.795%	0.000%	89,043,128	89,043,128	2024-06-30
Dodge & Cox	2.305%	-2.626%	73,442,242	-1,980,700	2024-06-30
Zurcher Kantonalbank	1.697%	11.346%	54,060,137	5,508,422	2024-06-30
FMR Inc	1.549%	-22.139%	49,329,403	-14,026,184	2024-06-30
Cevian Capital Ii Gp Limited	1.375%	0.000%	43,787,401	0	2024-06-30
JPMorgan Chase & Co	1.339%	1.931%	42,664,848	808,178	2024-06-30
Legal & General Group PLC	1.299%	11,313.200%	41,389,783	41,027,134	2024-06-30
Capital World Investors	1.233%	2.780%	39,269,674	1,062,010	2024-06-30
Arrowstreet Capital Limited Partnership	1.047%	16.738%	33,338,213	4,780,103	2024-06-30
Pzena Investment Management, LLC	0.940%	0.946%	29,951,235	280,696	2024-06-30
Pictet Asset Manangement SA	0.940%	-3.925%	29,928,576	-1,222,609	2024-06-30
Deutsche Bank AG	0.663%	-23.044%	21,118,236	-6,323,587	2024-06-30
Morgan Stanley - Brokerage Accounts	0.628%	-13.050%	20,019,280	-3,004,512	2024-06-30
Amundi	0.584%	-3.931%	18,609,449	-761,391	2024-06-30
Goldman Sachs Group Inc	0.556%	-26.804%	17,724,101	-6,490,509	2024-06-30
Vontobel Holding Ltd.	0.506%	9.362%	16,117,613	1,379,794	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
NORGES BANK	5.283%	4.355%	168,288,869	7,022,723	2024-06-30
UBS Group AG	4.916%	11.272%	156,592,494	15,862,961	2024-06-30
Vanguard Group Inc	3.922%	8.148%	124,943,066	9,413,685	2024-06-30
Massachusetts Financial Services Company	3.080%	-2.424%	98,123,310	-2,437,646	2024-06-30
Credit Suisse First Boston (CSFB)	2.979%	4.079%	95,397,206	3,738,309	2024-03-31
UBS Asset Mgmt Americas Inc	2.795%	0.000%	89,043,128	89,043,128	2024-06-30
Dodge & Cox	2.305%	-2.626%	73,442,242	-1,980,700	2024-06-30
Zurcher Kantonalbank	1.697%	11.346%	54,060,137	5,508,422	2024-06-30
FMR Inc	1.549%	-22.139%	49,329,403	-14,026,184	2024-06-30
Cevian Capital Ii Gp Limited	1.375%	0.000%	43,787,401	0	2024-06-30
JPMorgan Chase & Co	1.339%	1.931%	42,664,848	808,178	2024-06-30
Legal & General Group PLC	1.299%	11,313.200%	41,389,783	41,027,134	2024-06-30
Capital World Investors	1.233%	2.780%	39,269,674	1,062,010	2024-06-30
Arrowstreet Capital Limited Partnership	1.047%	16.738%	33,338,213	4,780,103	2024-06-30
Pzena Investment Management, LLC	0.940%	0.946%	29,951,235	280,696	2024-06-30
Pictet Asset Manangement SA	0.940%	-3.925%	29,928,576	-1,222,609	2024-06-30
Deutsche Bank AG	0.663%	-23.044%	21,118,236	-6,323,587	2024-06-30
Morgan Stanley - Brokerage Accounts	0.628%	-13.050%	20,019,280	-3,004,512	2024-06-30
Amundi	0.584%	-3.931%	18,609,449	-761,391	2024-06-30
Goldman Sachs Group Inc	0.556%	-26.804%	17,724,101	-6,490,509	2024-06-30
Vontobel Holding Ltd.	0.506%	9.362%	16,117,613	1,379,794	2024-06-30
Nuveen Asset Management, LLC	0.447%	18.422%	14,318,983	2,227,442	2024-03-31
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	0.411%	-0.654%	13,154,330	-86,558	2024-03-31
Bank of America Corp	0.345%	-52.012%	11,069,015	-11,997,245	2023-12-31
Bank of New York Mellon Corp	0.312%	42.561%	10,009,759	2,988,366	2023-12-31
Wellington Management Company LLP	0.269%	-24.925%	8,607,932	-2,857,802	2023-12-31
Citigroup Inc	0.260%	26.920%	8,321,825	1,765,061	2023-12-31
Royal Bank of Canada	0.236%	1.784%	7,578,706	132,829	2023-12-31
Sumitomo Mitsui Trust Holdings Inc	0.225%	0.202%	7,199,245	14,492	2024-03-31
Banque Cantonale Vaudoise	0.223%	18.118%	7,155,610	1,097,599	2024-03-31
Royal London Asset Management Ltd	0.213%	-0.112%	6,840,179	-7,650	2023-12-31
ARGA Investment Management, LP	0.191%	2.662%	6,130,386	158,939	2024-03-31
Allianz Asset Management AG	0.183%	-5.441%	5,859,033	-337,148	2023-12-31
Causeway Capital Management LLC	0.150%	-46.550%	4,809,753	-4,188,922	2023-12-31
BlackRock Inc	0.111%	-3.261%	3,573,124	-120,435	2023-12-31
Amvescap Plc.	0.062%	7.588%	1,974,346	139,247	2023-12-31
Mangrove Partners	0.021%	0.000%	659,546	0	2023-12-31
Stifel Financial Corp	0.019%	153.521%	592,235	358,631	2023-12-31
Baader Bank INC	0.017%	2.834%	539,880	14,880	2023-12-31
Henry James International Management Inc.	0.014%	-0.312%	451,778	-1,413	2023-12-31
Contravisory Investment Management, Inc.	0.011%	-1.022%	338,513	-3,495	2023-12-31
Mercer Global Advisors Inc.	0.009%	-1.976%	278,193	-5,609	2023-12-31
Prudential Corp PLC	0.008%	-0.096%	261,932	-252	2023-12-31
Neuberger Berman Investment Advisers LLC	0.007%	31.445%	234,498	56,098	2023-12-31
Oppenheimer & Co Inc	0.006%	-13.619%	186,500	-29,405	2023-12-31
United Services Automobile Association	0.004%	10.748%	122,096	11,849	2023-12-31
Alaethes Wealth LLC	0.002%	-0.498%	75,360	-377	2023-12-31
Royal Bank Of Scotland Group PLC.	0.002%	43.070%	74,947	22,562	2023-12-31
Banco Santander Central Hispano Sa	0.002%	-32.350%	68,914	-32,954	2023-12-31
Altman Advisors, Inc.	0.002%	-2.513%	66,761	-1,721	2023-12-31
Qtron Investments LLC	0.001%	0.000%	38,126	0	2023-12-31
Vident Advisory, LLC	0.001%	0.000%	34,846	34,846	2023-09-30
Quadrant Capital Group LLC	0.001%	5.310%	34,388	1,734	2023-12-31
Fdx Advisors Inc	0.001%	0.000%	16,599	16,599	2023-12-31
SAGE RHINO CAPITAL LLC	0.001%	-3.692%	16,070	-616	2023-12-31
Gallacher Capital Management LLC	0.001%	-6.731%	14,688	-1,060	2023-12-31
Wrapmanager Inc	0.000%	-1.922%	11,585	-227	2023-12-31
Diligent Investors, LLC	0.000%	0.000%	10,048	0	2023-12-31
Fiduciary Trust Co	0.000%	0.000%	8,074	8,074	2023-12-31
First City Capital Management, Inc.	0.000%	0.000%	8,029	8,029	2023-12-31
Mutual Of America Capital Management LLC	0.000%	-100.000%	0	-665,306	2022-12-31

Mutual Fund Ownership

Vanguard Total Intl Stock Index Inv is the biggest individual fund holder of UBS Group AG (UBS), owning a total of 44.7 million shares. Combined, the top 37 mutual fund holders of UBS own 19.99% of the company with a total of 637 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of UBS by 27 thousand shares. 2 funds bought 133,372 total additional shares and increased their ownership by an average of 0.51%. However 1 funds sold 106,273 total shares and decreased their ownership by an average of 0.55%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding UBS Group AG increased by a net total of 27,099 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core MSCI EAFE ETF	0.643%	0.126%	20,486,317	25,700	2024-10-31
UBS(CH)IF Equities CH All NSL I-B-acc	0.604%	-0.550%	19,234,897	-106,273	2024-10-31
UBS (CH) IF - Eq CH All ESG NSL I-A-acc	0.382%	0.893%	12,167,049	107,672	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Intl Stock Index Inv	1.404%	-0.376%	44,718,873	-168,776	2024-09-30
Artisan International Value Investor	1.351%	-4.737%	43,027,810	-2,139,666	2024-06-30
Dodge & Cox International Stock I	1.340%	0.000%	42,679,442	0	2024-09-30
Artisan International Value	1.196%	-11.453%	38,099,997	-4,927,813	2024-09-30
Vanguard Developed Markets Index Admiral	0.862%	0.531%	27,450,847	145,072	2024-09-30
Capital Group EuroPacific Growth Comp	0.702%	0.000%	22,375,109	0	2024-09-30
American Funds Europacific Growth A	0.702%	0.000%	22,375,109	0	2024-09-30
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	0.702%	-0.019%	22,350,253	-4,192	2024-09-30
iShares Core MSCI EAFE ETF	0.643%	0.126%	20,486,317	25,700	2024-10-31
UBS(CH)IF Equities CH All NSL I-B-acc	0.604%	-0.550%	19,234,897	-106,273	2024-10-31
CSIF (CH) Equity Swtzl Tt Mrkt B DB	0.596%	0.000%	19,069,520	0	2024-08-31
Performer (AFRIS)	0.592%	0.000%	18,939,718	18,939,718	2024-02-29
Dodge & Cox Stock I	0.531%	0.000%	16,924,200	0	2024-09-30
SWC (CH) IEF Switzerland Ttl Resp GT CHF	0.454%	1.064%	14,454,462	152,186	2024-08-31
EAFE Equity Index Fund F	0.437%	3.239%	13,905,634	436,293	2024-09-30
MFS International Equity	0.429%	5.179%	13,659,487	672,632	2024-09-30
MFS International Equity R6	0.429%	1.697%	13,659,487	227,973	2024-09-30
MFS International Intrinsic Value A	0.416%	0.000%	13,257,711	0	2024-09-30
WCM Inv Mgt Focused Growth Intl	0.389%	-0.711%	12,442,004	-89,150	2024-06-30
MFS International Research Equity	0.395%	-1.525%	12,276,381	-190,160	2022-12-31
WCM Focused International Growth Instl	0.384%	-1.637%	12,238,352	-203,652	2024-09-30
MFS Research International I	0.392%	0.000%	12,194,090	0	2023-02-28
UBS (CH) IF - Eq CH All ESG NSL I-A-acc	0.382%	0.893%	12,167,049	107,672	2024-10-31
CSIF (CH) Equity Swtzl Tt Mrkt ESG B QB	0.378%	-1.636%	12,093,211	-201,129	2024-08-31
American Funds Growth Fund of Amer A	0.379%	0.000%	12,079,690	0	2024-09-30
Capital Group Growth Fnd of Amer Comp	0.379%	0.000%	12,079,690	0	2024-09-30
Fidelity Series International Value	0.367%	-0.229%	11,763,491	-27,000	2023-12-31
Fidelity® Series International Value	0.357%	-3.723%	11,548,091	-446,600	2023-10-31
Artisan International Investor	0.345%	-6.617%	11,166,903	-791,225	2023-12-31
Artisan Non-U.S. Growth	0.345%	-6.617%	11,166,903	-791,225	2023-12-31
Dodge & Cox Global Stock I	0.342%	2.591%	11,053,100	279,100	2023-06-30
iShares MSCI EAFE ETF	0.320%	0.000%	10,312,906	0	2023-09-29
UBS (CH) IF Eqs Switz Pasv All II I-X	0.328%	-5.302%	10,195,379	-570,821	2022-12-31
UBS (CH) IF Eqs Switz Pasv All II I-B	0.291%	0.563%	9,391,225	52,560	2023-04-30
UBS (CH) IF Eqs Switz Pass All I-B	0.282%	0.372%	9,108,891	33,722	2023-05-31
Fidelity® International Index	0.271%	1.650%	8,767,738	142,309	2023-05-31
SWC (CH) IEF CH Ttl (I) DT CHF	0.272%	2.804%	8,291,552	226,158	2023-03-31