UBS Group AG (UBS) Ownership

31.51 ↑0.43 (1.38%)

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 183.1 million shares. Combined, the top 62 institutional holders of UBS own 42.92% of the company with a total of 1.4 billion shares.

In the latest ownership report on December 31st 2024, the top 62 institutional holders decreased their combined ownership of UBS by 40.4 million shares. 11 institutions bought 61,241,801 total additional shares and increased their ownership by an average of 39.92%. However 10 institutions sold 101,609,566 total shares and decreased their ownership by an average of 12.23%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of UBS Group AG decreased by a net total of -40,367,765 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
NORGES BANK	5.768%	8.808%	183,111,351	14,822,482	2024-12-31
UBS Group AG	4.838%	-1.209%	153,584,812	-1,880,167	2024-12-31
Vanguard Group Inc	4.028%	1.024%	127,886,868	1,296,428	2024-12-31
Massachusetts Financial Services Company	2.558%	-11.002%	81,211,535	-10,039,061	2024-12-31
UBS Asset Mgmt Americas Inc	2.316%	-2.932%	73,530,280	-2,221,275	2024-12-31
Dodge & Cox	2.315%	0.171%	73,497,042	125,600	2024-12-31
FMR Inc	1.749%	29.377%	55,533,620	12,609,616	2024-12-31
Zurcher Kantonalbank	1.618%	-10.411%	51,379,092	-5,970,432	2024-12-31
Cevian Capital Ii Gp Limited	1.379%	0.000%	43,787,401	0	2024-12-31
Capital World Investors	1.179%	-4.951%	37,428,808	-1,949,421	2024-12-31
Pictet Asset Manangement SA	1.102%	18.881%	34,979,795	5,555,624	2024-12-31
Pzena Investment Management, LLC	0.932%	-3.935%	29,590,323	-1,212,143	2024-12-31
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	0.892%	162.553%	28,307,335	17,525,749	2024-12-31
Legal & General Group PLC	0.865%	-1.481%	27,475,001	-413,043	2024-12-31
Deutsche Bank AG	0.851%	15.793%	27,013,906	3,684,437	2024-12-31
JPMorgan Chase & Co	0.834%	-74.087%	26,473,575	-75,688,601	2024-12-31
Goldman Sachs Group Inc	0.707%	8.431%	22,433,670	1,744,338	2024-12-31
Arrowstreet Capital Limited Partnership	0.652%	-6.542%	20,690,244	-1,448,285	2024-12-31
Amundi	0.528%	0.575%	16,751,961	95,712	2024-12-31
Vontobel Holding Ltd.	0.518%	1.867%	16,445,068	301,394	2024-12-31
Wellington Management Company LLP	0.407%	-5.742%	12,921,485	-787,138	2024-12-31
Bank of Montreal	0.167%	191.682%	5,296,147	3,480,421	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
NORGES BANK	5.768%	8.808%	183,111,351	14,822,482	2024-12-31
UBS Group AG	4.838%	-1.209%	153,584,812	-1,880,167	2024-12-31
Vanguard Group Inc	4.028%	1.024%	127,886,868	1,296,428	2024-12-31
Credit Suisse First Boston (CSFB)	2.979%	4.079%	95,397,206	3,738,309	2024-03-31
Massachusetts Financial Services Company	2.558%	-11.002%	81,211,535	-10,039,061	2024-12-31
UBS Asset Mgmt Americas Inc	2.316%	-2.932%	73,530,280	-2,221,275	2024-12-31
Dodge & Cox	2.315%	0.171%	73,497,042	125,600	2024-12-31
FMR Inc	1.749%	29.377%	55,533,620	12,609,616	2024-12-31
Zurcher Kantonalbank	1.618%	-10.411%	51,379,092	-5,970,432	2024-12-31
Cevian Capital Ii Gp Limited	1.379%	0.000%	43,787,401	0	2024-12-31
Capital World Investors	1.179%	-4.951%	37,428,808	-1,949,421	2024-12-31
Pictet Asset Manangement SA	1.102%	18.881%	34,979,795	5,555,624	2024-12-31
Pzena Investment Management, LLC	0.932%	-3.935%	29,590,323	-1,212,143	2024-12-31
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	0.892%	162.553%	28,307,335	17,525,749	2024-12-31
Legal & General Group PLC	0.865%	-1.481%	27,475,001	-413,043	2024-12-31
Deutsche Bank AG	0.851%	15.793%	27,013,906	3,684,437	2024-12-31
JPMorgan Chase & Co	0.834%	-74.087%	26,473,575	-75,688,601	2024-12-31
Goldman Sachs Group Inc	0.707%	8.431%	22,433,670	1,744,338	2024-12-31
Arrowstreet Capital Limited Partnership	0.652%	-6.542%	20,690,244	-1,448,285	2024-12-31
Morgan Stanley - Brokerage Accounts	0.628%	-13.050%	20,019,280	-3,004,512	2024-06-30
Amundi	0.528%	0.575%	16,751,961	95,712	2024-12-31
Vontobel Holding Ltd.	0.518%	1.867%	16,445,068	301,394	2024-12-31
Nuveen Asset Management, LLC	0.447%	18.422%	14,318,983	2,227,442	2024-03-31
Wellington Management Company LLP	0.407%	-5.742%	12,921,485	-787,138	2024-12-31
Bank of America Corp	0.368%	35.430%	11,688,510	3,057,814	2024-09-30
Bank of New York Mellon Corp	0.312%	42.561%	10,009,759	2,988,366	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
Bank of Montreal	0.167%	191.682%	5,296,147	3,480,421	2024-12-31
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 45.5 million shares. Combined, the top 39 mutual fund holders of UBS own 20.75% of the company with a total of 659.5 million shares.

In the latest ownership report on March 31st 2025, the top 39 fund holders increased their combined ownership of UBS by 2.9 million shares. 11 funds bought 3,474,671 total additional shares and increased their ownership by an average of 2.03%. However 1 funds sold 568,255 total shares and decreased their ownership by an average of 3.36%.

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 2,906,416 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Intl Stock Index Inv	1.432%	0.797%	45,477,154	359,445	2025-03-31
Dodge & Cox International Stock I	1.344%	0.000%	42,679,442	0	2025-03-31
Vanguard Developed Markets Index Admiral	0.889%	0.908%	28,227,283	253,888	2025-03-31
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	0.739%	0.592%	23,449,561	137,934	2025-03-31
American Funds Europacific Growth A	0.705%	0.000%	22,375,109	0	2025-03-31
iShares Core MSCI EAFE ETF	0.658%	0.085%	20,900,191	17,819	2025-03-31
UBS(CH)IF Equities CH All NSL I-B-acc	0.605%	3.344%	19,201,157	621,362	2025-03-31
Dodge & Cox Stock I	0.515%	-3.361%	16,339,045	-568,255	2025-03-31
SWC (CH) IEF Switzerland Ttl Resp GT CHF	0.482%	5.034%	15,292,056	732,911	2025-03-31
EAFE Equity Index Fund T	0.471%	0.868%	14,949,045	128,681	2025-03-31
MFS International Equity	0.421%	1.856%	13,349,938	243,221	2025-03-31
MFS International Equity R6	0.421%	0.845%	13,349,938	111,819	2025-03-31
UBS (CH) IF - Eq CH All ESG NSL I-A-acc	0.355%	4.282%	11,261,468	462,360	2025-03-31
UBS (CH) IF Eqs Switz Pasv All II I-B	0.351%	3.773%	11,144,536	405,231	2025-03-31
iShares MSCI EAFE ETF	0.345%	0.000%	10,944,995	0	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Intl Stock Index Inv	1.432%	0.797%	45,477,154	359,445	2025-03-31
Dodge & Cox International Stock I	1.344%	0.000%	42,679,442	0	2025-03-31
Artisan International Value	1.186%	-1.168%	37,654,896	-445,101	2024-12-31
Artisan International Value Investor	1.186%	-1.168%	37,654,896	-445,101	2024-12-31
Vanguard Developed Markets Index Admiral	0.889%	0.908%	28,227,283	253,888	2025-03-31
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	0.739%	0.592%	23,449,561	137,934	2025-03-31
American Funds Europacific Growth A	0.705%	0.000%	22,375,109	0	2025-03-31
Capital Group EuroPacific Growth Comp	0.705%	0.000%	22,375,109	0	2024-12-31
iShares Core MSCI EAFE ETF	0.658%	0.085%	20,900,191	17,819	2025-03-31
UBS(CH)IF Equities CH All NSL I-B-acc	0.605%	3.344%	19,201,157	621,362	2025-03-31
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	0.515%	-3.361%	16,339,045	-568,255	2025-03-31
SWC (CH) IEF Switzerland Ttl Resp GT CHF	0.482%	5.034%	15,292,056	732,911	2025-03-31
EAFE Equity Index Fund T	0.471%	0.868%	14,949,045	128,681	2025-03-31
EAFE Equity Index Fund F	0.437%	3.239%	13,905,634	436,293	2024-09-30
MFS International Equity	0.421%	1.856%	13,349,938	243,221	2025-03-31
MFS International Equity R6	0.421%	0.845%	13,349,938	111,819	2025-03-31
MFS International Intrinsic Value A	0.411%	0.000%	13,039,271	0	2025-02-28
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
MFS Research International I	0.392%	0.000%	12,194,090	0	2023-02-28
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
UBS (CH) IF - Eq CH All ESG NSL I-A-acc	0.355%	4.282%	11,261,468	462,360	2025-03-31
WCM Focused International Growth Instl	0.355%	-8.020%	11,256,787	-981,565	2024-12-31
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
UBS (CH) IF Eqs Switz Pasv All II I-B	0.351%	3.773%	11,144,536	405,231	2025-03-31
Dodge & Cox Global Stock I	0.342%	2.591%	11,053,100	279,100	2023-06-30
iShares MSCI EAFE ETF	0.345%	0.000%	10,944,995	0	2025-03-31
Fidelity International Index	0.328%	0.571%	10,397,614	59,078	2025-02-28
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 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