UBS Group Ownership 2024 | Who Owns UBS Group Now?


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Institutional Ownership

37.62%

Insider Ownership

0.05%

Retail Ownership

62.33%

Institutional Holders

559.00

UBS Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS GROUP AG4.36%1.08%140,729,5335,446,2714.03%4,323,211,254Mar 31, 2024
VANGUARD GROUP INC3.58%0.07%115,529,3811,546,6321.36%3,549,062,584Mar 31, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/3.12%0.92%100,560,956-1,088,616-1.07%3,089,232,569Mar 31, 2024
CREDIT SUISSE AG/2.96%2.80%95,397,2063,738,3094.08%2,930,602,168Mar 31, 2024
DODGE & COX2.34%1.35%75,422,942-16,909,009-18.31%2,319,072,696Mar 31, 2024
FMR LLC1.96%0.13%63,355,5872,816,2244.65%1,948,000,751Mar 31, 2024
ZURCHER KANTONALBANK (ZURICH CANTONALBANK)1.50%5.24%48,551,7152,602,6165.66%1,495,308,751Mar 31, 2024
CEVIAN CAPITAL II GP LTD1.36%38.78%43,787,401--1,345,148,959Mar 31, 2024
JPMORGAN CHASE & CO1.30%0.11%41,856,67024,705,876144.05%1,285,842,498Mar 31, 2024
CAPITAL WORLD INVESTORS1.18%0.19%38,207,6641,147,8363.10%1,175,229,361Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA0.96%1.04%31,151,185673,5432.21%959,406,704Mar 31, 2024
PZENA INVESTMENT MANAGEMENT LLC0.92%2.83%29,670,539-474,574-1.57%823,060,747Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.88%0.81%28,558,11012,627,47579.27%878,000,000Mar 31, 2024
DEUTSCHE BANK AG\0.85%0.39%27,441,823692,8012.59%843,012,802Mar 31, 2024
GOLDMAN SACHS GROUP INC0.75%0.13%24,214,610-13,469,489-35.74%743,872,812Mar 31, 2024
GOLDMAN SACHS GROUP INC0.69%0.12%22,329,40015,458,700224.99%685,959,168Mar 31, 2024
AMUNDI0.60%0.23%19,370,8401,972,89311.34%544,708,021Mar 31, 2024
VONTOBEL HOLDING LTD.0.46%3.63%14,737,819-2,244,781-13.22%453,446,206Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.44%0.13%14,318,9832,227,44218.42%440,973,947Mar 31, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN0.41%0.43%13,154,330-86,558-0.65%405,150,341Mar 31, 2024

UBS Group's largest institutional shareholder is UBS GROUP AG, holding 4.36% of the company's total share outstanding, currently valued at $4.32B. The top 10 institutional shareholders own together 23.65% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KITE LAKE CAPITAL MANAGEMENT (UK) LLP0.01%41.46%310,227-389,773-55.68%9,552,333Mar 31, 2024
CEVIAN CAPITAL II GP LTD1.36%38.78%43,787,401--1,345,148,959Mar 31, 2024
SUSQUEHANNA INTERNATIONAL SECURITIES, LTD.0.06%23.34%1,912,6781,912,678100.00%58,757,468Mar 31, 2024
CHANNING GLOBAL ADVISORS, LLC0.02%13.90%531,291-24,141-4.35%16,360,785Mar 31, 2024
VARENNE CAPITAL PARTNERS0.01%9.57%325,312-64,164-16.47%61,018,837Mar 31, 2024
BANQUE CANTONALE VAUDOISE0.22%8.63%7,155,6101,097,59918.12%220,388,000Mar 31, 2024
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C.0.01%7.09%350,000--10,752,000Mar 31, 2024
PROMETHOS CAPITAL, LLC0.01%6.50%360,246360,246100.00%11,069,105Mar 31, 2024
ARGA INVESTMENT MANAGEMENT, LP0.19%6.32%6,130,386158,9392.66%188,695,144Mar 31, 2024
ZURCHER KANTONALBANK (ZURICH CANTONALBANK)1.50%5.24%48,551,7152,602,6165.66%1,495,308,751Mar 31, 2024
HENRY JAMES INTERNATIONAL MANAGEMENT INC.0.02%4.63%497,78346,00510.18%15,000,000Mar 31, 2024
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE0.00%4.11%75,000-25,000-25.00%2,304,000Mar 31, 2024
VONTOBEL HOLDING LTD.0.46%3.63%14,737,819-2,244,781-13.22%453,446,206Mar 31, 2024
PATIENT CAPITAL MANAGEMENT, LLC0.07%3.50%2,339,900-111,037-4.53%71,881,740Mar 31, 2024
ROVIDA ADVISORS INC.0.01%3.21%300,000300,000100.00%9,229,234Mar 31, 2024
GARDNER LEWIS ASSET MANAGEMENT L P0.01%3.18%377,712263,350230.28%11,603,313Mar 31, 2024
LEVIN CAPITAL STRATEGIES, L.P.0.03%3.09%1,008,310-147,002-12.72%30,975,283Mar 31, 2024
PZENA INVESTMENT MANAGEMENT LLC0.92%2.83%29,670,539-474,574-1.57%823,060,747Mar 31, 2024
CREDIT SUISSE AG/2.96%2.80%95,397,2063,738,3094.08%2,930,602,168Mar 31, 2024
POINT BREAK CAPITAL MANAGEMENT, LLC0.00%2.74%83,847-61,238-42.21%2,575,780Mar 31, 2024

The largest UBS Group shareholder by % of total assets is KITE LAKE CAPITAL MANAGEMENT (UK) LLP. The company owns 310.23K shares of UBS Group (UBS), representing 41.46% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JPMORGAN CHASE & CO1.30%0.11%41,856,67024,705,876144.05%1,285,842,498Mar 31, 2024
GOLDMAN SACHS GROUP INC0.69%0.12%22,329,40015,458,700224.99%685,959,168Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.88%0.81%28,558,11012,627,47579.27%878,000,000Mar 31, 2024
BANK OF MONTREAL /CAN/0.30%0.09%9,833,6366,549,503199.43%308,446,341Mar 31, 2024
0.17%0.66%5,592,4165,592,416100.00%173,677,516Mar 31, 2024
UBS GROUP AG4.36%1.08%140,729,5335,446,2714.03%4,323,211,254Mar 31, 2024
CREDIT SUISSE AG/2.96%2.80%95,397,2063,738,3094.08%2,930,602,168Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC0.25%0.87%8,130,1503,421,39672.66%250,360,000Mar 31, 2024
FMR LLC1.96%0.13%63,355,5872,816,2244.65%1,948,000,751Mar 31, 2024
ZURCHER KANTONALBANK (ZURICH CANTONALBANK)1.50%5.24%48,551,7152,602,6165.66%1,495,308,751Mar 31, 2024
LGT GROUP FOUNDATION0.09%2.06%2,835,3842,506,817762.95%87,102,996Mar 31, 2024
LIONTRUST INVESTMENT PARTNERS LLP0.07%0.93%2,394,7452,394,745100.00%66,430,226Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.44%0.13%14,318,9832,227,44218.42%440,973,947Mar 31, 2024
CITIGROUP INC0.32%0.21%10,453,7642,131,93925.62%321,139,635Mar 31, 2024
AXA S.A.0.11%0.33%3,535,7852,003,977130.82%108,619,315Mar 31, 2024
AMUNDI0.60%0.23%19,370,8401,972,89311.34%544,708,021Mar 31, 2024
SUSQUEHANNA INTERNATIONAL SECURITIES, LTD.0.06%23.34%1,912,6781,912,678100.00%58,757,468Mar 31, 2024
VANGUARD GROUP INC3.58%0.07%115,529,3811,546,6321.36%3,549,062,584Mar 31, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.24%0.25%7,786,9161,490,23523.67%239,823,525Mar 31, 2024
FIL LTD0.19%0.19%6,260,4051,367,05227.94%192,563,769Mar 31, 2024

As of Mar 31 2024, UBS Group's largest institutional buyer is JPMORGAN CHASE & CO. The company purchased 24.71M stocks of UBS, valued at $1.29B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DODGE & COX2.34%1.35%75,422,942-16,909,009-18.31%2,319,072,696Mar 31, 2024
GOLDMAN SACHS GROUP INC0.75%0.13%24,214,610-13,469,489-35.74%743,872,812Mar 31, 2024
CAUSEWAY CAPITAL MANAGEMENT LLC----4,809,753-100.00%-Mar 31, 2024
UBS GROUP AG0.23%0.06%7,338,102-2,964,116-28.77%225,426,493Mar 31, 2024
KITE LAKE CAPITAL MANAGEMENT (UK) LLP----2,900,000-100.00%-Mar 31, 2024
DUQUESNE FAMILY OFFICE LLC----2,414,735-100.00%-Mar 31, 2024
GOLDMAN SACHS GROUP INC0.21%0.04%6,891,894-2,407,800-25.89%211,718,984Mar 31, 2024
BLACKROCK INC.----2,264,400-100.00%-Mar 31, 2024
VONTOBEL HOLDING LTD.0.46%3.63%14,737,819-2,244,781-13.22%453,446,206Mar 31, 2024
ROKOS CAPITAL MANAGEMENT LLP0.10%0.54%3,300,000-1,900,000-36.54%102,548,815Mar 31, 2024
COATUE MANAGEMENT LLC----1,778,323-100.00%-Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP0.21%0.04%6,905,185-1,702,747-19.78%212,667,735Mar 31, 2024
HSBC HOLDINGS PLC0.02%0.02%796,706-1,613,340-66.94%24,509,988Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.01%0.00%179,800-1,464,900-89.07%4,987,652Mar 31, 2024
TORONTO DOMINION BANK0.00%0.00%70,500-1,331,441-94.97%2,165,760Mar 31, 2024
MARSHALL WACE, LLP0.00%0.01%156,423-1,208,266-88.54%4,817,829Mar 31, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.15%0.22%4,686,781-1,172,252-20.01%144,345,627Mar 31, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/3.12%0.92%100,560,956-1,088,616-1.07%3,089,232,569Mar 31, 2024
CREDIT AGRICOLE S A0.01%0.12%407,046-869,703-68.12%11,446,133Mar 31, 2024
MORGAN STANLEY0.36%0.03%11,511,896-700,867-5.74%353,645,514Mar 31, 2024

As of Mar 31 2024, UBS Group's biggest institutional seller is DODGE & COX. The company sold -16.91M shares of UBS, valued at $2.32B.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
0.17%0.66%5,592,4165,592,416100.00%173,677,516Mar 31, 2024
LIONTRUST INVESTMENT PARTNERS LLP0.07%0.93%2,394,7452,394,745100.00%66,430,226Mar 31, 2024
SUSQUEHANNA INTERNATIONAL SECURITIES, LTD.0.06%23.34%1,912,6781,912,678100.00%58,757,468Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.03%0.01%1,045,9001,045,900100.00%32,130,048Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.02%0.00%784,700784,700100.00%24,105,984Mar 31, 2024
PROMETHOS CAPITAL, LLC0.01%6.50%360,246360,246100.00%11,069,105Mar 31, 2024
CREDIT AGRICOLE S A0.01%0.09%300,000300,000100.00%8,436,000Mar 31, 2024
ROVIDA ADVISORS INC.0.01%3.21%300,000300,000100.00%9,229,234Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP LTD.0.01%1.78%245,197245,197100.00%7,532,452Mar 31, 2024
WALLEYE TRADING LLC0.01%0.02%232,526232,526100.00%7,143,199Mar 31, 2024
DELTA GLOBAL MANAGEMENT LP0.01%0.49%209,106209,106100.00%6,423,736Mar 31, 2024
TWIN TREE MANAGEMENT, LP0.01%0.01%165,600165,600100.00%5,087,232Mar 31, 2024
GROUPAMA ASSET MANAGMENT0.00%0.08%146,256146,256100.00%4,504,459Mar 31, 2024
TWIN TREE MANAGEMENT, LP0.00%0.01%121,200121,200100.00%3,723,264Mar 31, 2024
EXANE ASSET MANAGEMENT0.00%2.41%101,465101,465100.00%3,121,481Mar 31, 2024
AMJ FINANCIAL WEALTH MANAGEMENT0.00%0.99%96,55296,552100.00%2,966,077Mar 31, 2024
SQUAREPOINT OPS LLC0.00%0.00%84,68884,688100.00%2,601,615Mar 31, 2024
TIMBER CREEK CAPITAL MANAGEMENT LLC0.00%0.80%83,59183,591100.00%2,567,915,000Mar 31, 2024
CLOVERFIELDS CAPITAL GROUP, LP0.00%0.76%73,53173,531100.00%2,258,872Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.00%0.00%63,14863,148100.00%1,940,000Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.00%0.01%58,89258,892100.00%1,809,162Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.00%0.00%50,28950,289100.00%1,544,879Mar 31, 2024
PITCAIRN CO0.00%0.10%49,33049,330100.00%1,515,418Mar 31, 2024
BAYESIAN CAPITAL MANAGEMENT, LP0.00%0.12%42,40042,400100.00%1,302,528Mar 31, 2024
READYSTATE ASSET MANAGEMENT LP0.00%0.02%39,10039,100100.00%1,201,152Mar 31, 2024
BTC CAPITAL MANAGEMENT, INC.0.00%0.10%36,18636,186100.00%1,111,637Mar 31, 2024
DIVERSIFY ADVISORY SERVICES, LLC0.00%0.06%33,97133,971100.00%1,035,439Mar 31, 2024
CONNABLE OFFICE INC0.00%0.11%30,65930,659100.00%941,844Mar 31, 2024
PERSONAL CFO SOLUTIONS, LLC0.00%0.14%29,52429,524100.00%906,982Mar 31, 2024
NORDEN GROUP LLC0.00%0.06%26,24026,240100.00%806,100Mar 31, 2024
IMC-CHICAGO, LLC0.00%0.00%23,30023,300100.00%715,776Mar 31, 2024
LEVIN CAPITAL STRATEGIES, L.P.0.00%0.06%20,00020,000100.00%614,400Mar 31, 2024
READYSTATE ASSET MANAGEMENT LP0.00%0.01%16,90016,900100.00%519,168Mar 31, 2024
CALLAN CAPITAL, LLC0.00%0.04%14,25514,255100.00%437,914Mar 31, 2024
BROWN ADVISORY INC0.00%0.00%13,67113,671100.00%419,973Mar 31, 2024
CIPHER CAPITAL LP0.00%0.19%13,29113,291100.00%408,300Mar 31, 2024
MEDIOLANUM INTERNATIONAL FUNDS LTD0.00%0.01%13,05413,054100.00%368,776Mar 31, 2024
SIMPLICITY WEALTH,LLC0.00%0.01%11,73411,734100.00%360,468Mar 31, 2024
MISSION WEALTH MANAGEMENT, LP0.00%0.01%9,4089,408100.00%289,022Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%0.01%9,0059,005100.00%276,633Mar 31, 2024
PICTET & CIE (EUROPE) SA0.00%0.01%8,7098,709100.00%268,223Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC0.00%0.00%8,5468,546100.00%262,533Mar 31, 2024
LEUTHOLD GROUP, LLC0.00%0.03%7,7157,715100.00%237,005Mar 31, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION0.00%0.03%7,6007,600100.00%231,648Mar 31, 2024
PRINCIPAL STREET PARTNERS, LLC0.00%0.04%7,1317,131100.00%212,008Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%0.00%2,0402,040100.00%62,179,000Mar 31, 2024
MATHER GROUP, LLC.0.00%0.00%1,6611,661100.00%51,325,000Mar 31, 2024
OPAL WEALTH ADVISORS, LLC-0.01%1,3621,362100.00%41,841Mar 31, 2024
CONTINUUM ADVISORY, LLC-0.01%1,1911,191100.00%34,503,000Mar 31, 2024
MCILRATH & ECK, LLC-0.00%871871100.00%26,757Mar 31, 2024
RISE ADVISORS, LLC-0.01%710710100.00%21,811Mar 31, 2024
-0.00%691691100.00%23,202Mar 31, 2024
HEADLANDS TECHNOLOGIES LLC-0.01%676676100.00%20,767Mar 31, 2024
REDMONT WEALTH ADVISORS LLC-0.02%475475100.00%14,592,000Mar 31, 2024
MAIN STREET GROUP, LTD-0.01%437437100.00%13,427Mar 31, 2024
HANSON & DOREMUS INVESTMENT MANAGEMENT-0.00%432432100.00%13,000Mar 31, 2024
SMARTLEAF ASSET MANAGEMENT LLC-0.00%392392100.00%12,115,000Mar 31, 2024
SALEM INVESTMENT COUNSELORS INC-0.00%314314100.00%9,647Mar 31, 2024
SANDY SPRING BANK-0.00%200200100.00%6,144,000Mar 31, 2024
PACIFIC CAPITAL WEALTH ADVISORS, INC-0.00%167167100.00%5,130Mar 31, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.-0.00%131131100.00%4,026,000Mar 31, 2024
PLANTE MORAN FINANCIAL ADVISORS, LLC-0.00%102102100.00%3,133,000Mar 31, 2024
FIRST FINANCIAL CORP /IN/-0.00%9797100.00%2,978Mar 31, 2024
CHERRY TREE WEALTH MANAGEMENT, LLC-0.00%7575100.00%2,304Mar 31, 2024
KIELY WEALTH ADVISORY GROUP, INC.-0.00%7575100.00%2,058Mar 31, 2024
ADVISORNET FINANCIAL, INC-0.00%4747100.00%1,444,000Mar 31, 2024
HARBOR INVESTMENT ADVISORY, LLC-0.00%2121100.00%645,000Mar 31, 2024

UBS Group's largest new institutional shareholder by number of shares is , purchased 5.59M shares, valued at $173.68M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CAUSEWAY CAPITAL MANAGEMENT LLC----4,809,753-100.00%-Mar 31, 2024
KITE LAKE CAPITAL MANAGEMENT (UK) LLP----2,900,000-100.00%-Mar 31, 2024
DUQUESNE FAMILY OFFICE LLC----2,414,735-100.00%-Mar 31, 2024
BLACKROCK INC.----2,264,400-100.00%-Mar 31, 2024
COATUE MANAGEMENT LLC----1,778,323-100.00%-Mar 31, 2024
NOMURA HOLDINGS INC----312,200-100.00%-Mar 31, 2024
PINNBROOK CAPITAL MANAGEMENT LP----216,435-100.00%-Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.----212,246-100.00%-Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----172,886-100.00%-Mar 31, 2024
D. E. SHAW & CO., INC.----170,391-100.00%-Mar 31, 2024
POWER CORP OF CANADA----152,967-100.00%-Mar 31, 2024
CALAMOS ADVISORS LLC----149,425-100.00%-Mar 31, 2024
CONNECTUS WEALTH, LLC----113,680-100.00%-Mar 31, 2024
BANCO BTG PACTUAL S.A.----85,000-100.00%-Mar 31, 2024
ATIVO CAPITAL MANAGEMENT LLC----41,759-100.00%-Mar 31, 2024
FJ INVESTMENTS, LLC----39,955-100.00%-Mar 31, 2024
CUTLER GROUP LLC / CA----38,700-100.00%-Mar 31, 2024
BANQUE PICTET & CIE SA----35,914-100.00%-Mar 31, 2024
TWO SIGMA SECURITIES, LLC----23,700-100.00%-Mar 31, 2024
CETERA INVESTMENT ADVISERS----21,229-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----15,354-100.00%-Mar 31, 2024
UNITED AMERICAN SECURITIES INC. (D/B/A UAS ASSET MANAGEMENT)----15,000-100.00%-Mar 31, 2024
ACHMEA INVESTMENT MANAGEMENT B.V.----14,434-100.00%-Mar 31, 2024
FISHER ASSET MANAGEMENT, LLC----14,355-100.00%-Mar 31, 2024
HAP TRADING, LLC----13,864-100.00%-Mar 31, 2024
XTX TOPCO LTD----12,783-100.00%-Mar 31, 2024
GENUS CAPITAL MANAGEMENT INC.----11,457-100.00%-Mar 31, 2024
THORNBURG INVESTMENT MANAGEMENT INC----11,365-100.00%-Mar 31, 2024
JAFFETILCHIN INVESTMENT PARTNERS, LLC----11,104-100.00%-Mar 31, 2024
SELECT ASSET MANAGEMENT & TRUST----10,750-100.00%-Mar 31, 2024
VICTORY CAPITAL MANAGEMENT INC----8,914-100.00%-Mar 31, 2024
BALENTINE LLC----8,127-100.00%-Mar 31, 2024
CAPTION MANAGEMENT, LLC----7,700-100.00%-Mar 31, 2024
SAPIENT CAPITAL LLC----7,613-100.00%-Mar 31, 2024
1900 WEALTH MANAGEMENT LLC----7,268-100.00%-Mar 31, 2024
LINCOLN NATIONAL CORP----6,927-100.00%-Mar 31, 2024
PRIME CAPITAL INVESTMENT ADVISORS, LLC----6,905-100.00%-Mar 31, 2024
HIGHPOINT ADVISOR GROUP LLC----6,501-100.00%-Mar 31, 2024
GRAYHAWK INVESTMENT STRATEGIES INC.----5,571-100.00%-Mar 31, 2024
LM ADVISORS LLC----4,244-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----3,472-100.00%-Mar 31, 2024
O'DELL GROUP, LLC----2,356-100.00%-Mar 31, 2024
NAPLES MONEY MANAGEMENT LLC----1,646-100.00%-Mar 31, 2024
ACIMA PRIVATE WEALTH, LLC----1,378-100.00%-Mar 31, 2024
RESURGENT FINANCIAL ADVISORS LLC----1,048-100.00%-Mar 31, 2024
CENTIVA CAPITAL, LP----1,000-100.00%-Mar 31, 2024
BOK FINANCIAL PRIVATE WEALTH, INC.----904-100.00%-Mar 31, 2024
ASSET DEDICATION, LLC----289-100.00%-Mar 31, 2024
TRADITION WEALTH MANAGEMENT, LLC----103-100.00%-Mar 31, 2024
BOURGEON CAPITAL MANAGEMENT LLC----101-100.00%-Mar 31, 2024
FAIRFIELD, BUSH & CO.----50-100.00%-Mar 31, 2024
FOCUSED WEALTH MANAGEMENT, INC----46-100.00%-Mar 31, 2024
CAROLINAS WEALTH CONSULTING LLC----32-100.00%-Mar 31, 2024
WOLFF WIESE MAGANA LLC----4-100.00%-Mar 31, 2024

UBS Group's largest sold out institutional shareholder by shares sold is CAUSEWAY CAPITAL MANAGEMENT LLC, sold -4.81M shares, valued at -, as of undefined.

UBS Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Gator Series Trust4.15%9,6009,600-Mar 31, 2020
John Hancock Collateral Trust3.76%36,192,000--Sep 30, 2021
SWISS HELVETIA FUND, INC.2.67%216,000--Dec 31, 2023
First Trust Intermediate Duration Preferred & Income Fund1.84%28,250,000--Jan 31, 2024
John Hancock Collateral Trust1.56%15,000,000--Sep 30, 2021
CALDWELL & ORKIN FUNDS INC1.52%20,729--Jan 31, 2024
Chesapeake Investment Trust1.31%68,17568,175-Jan 31, 2024
First Trust Intermediate Duration Preferred & Income Fund1.25%19,220,000--Jan 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS1.11%6,260,000--Feb 29, 2024
JOHN HANCOCK CAPITAL SERIES1.08%1,134,366--Jan 31, 2024
LORD ASSET MANAGEMENT TRUST1.07%39,000--Oct 31, 2022
First Trust Intermediate Duration Preferred & Income Fund1.03%15,730,000--Jan 31, 2024
FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND0.99%197,086--Sep 29, 2023
First Trust Intermediate Duration Preferred & Income Fund0.98%15,000,000--Jan 31, 2024
John Hancock Collateral Trust0.92%8,882,000--Sep 30, 2021
FIRST TRUST SERIES FUND0.69%2,400,000--Jan 31, 2024
First Trust Intermediate Duration Preferred & Income Fund0.65%10,000,000--Jan 31, 2024
PIONEER SERIES TRUST VIII0.61%184,415--Feb 29, 2024
First Trust Intermediate Duration Preferred & Income Fund0.60%9,200,000--Jan 31, 2024
FIRST INVESTORS EQUITY FUNDS0.56%3,000,0003,000,000-Sep 30, 2019
PROFESSIONALLY MANAGED PORTFOLIOS0.53%3,000,000--Feb 29, 2024
John Hancock Collateral Trust0.52%5,000,0005,000,000-Sep 30, 2021
TEMPLETON GROWTH FUND INC0.51%4,804,227--Feb 29, 2024
JOHN HANCOCK PREMIUM DIVIDEND FUND0.49%3,270,0003,270,000-Jan 31, 2024
BNY Mellon Investment Funds VII, Inc.0.48%500,000--Jan 31, 2024
FIRST TRUST SERIES FUND0.43%1,500,000--Jan 31, 2024
First Trust Intermediate Duration Preferred & Income Fund0.42%6,400,000--Jan 31, 2024
First Trust Intermediate Duration Preferred & Income Fund0.40%6,200,000--Jan 31, 2024
FRANKLIN FUND ALLOCATOR SERIES0.39%543,375--Jan 31, 2024
TEMPLETON FUNDS0.38%2,003,650--Feb 29, 2024
BNY Mellon Investment Funds VII, Inc.0.33%350,000--Jan 31, 2024
First Trust Intermediate Duration Preferred & Income Fund0.31%4,800,000--Jan 31, 2024
LIBERTY ALL STAR EQUITY FUND0.30%242,844--Dec 31, 2023
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND0.29%198,127--Jan 31, 2024
FIRST INVESTORS EQUITY FUNDS0.28%1,500,0001,500,000-Sep 30, 2019
FIRST TRUST SERIES FUND0.26%900,000--Jan 31, 2024
TOUCHSTONE STRATEGIC TRUST0.24%13,687,000--Dec 31, 2023
FIRST TRUST SERIES FUND0.23%800,000--Jan 31, 2024
First Trust Intermediate Duration Preferred & Income Fund0.22%3,350,000--Jan 31, 2024
FIRST TRUST SERIES FUND0.22%760,000--Jan 31, 2024
BNY MELLON FUNDS TRUST0.20%14,750,00014,750,000-Feb 29, 2024
WP Trust0.18%25,0005,00025.00%Feb 29, 2024
FIRST INVESTORS LIFE SERIES FUNDS0.17%500,000500,000-Sep 30, 2019
TOUCHSTONE FUNDS GROUP TRUST0.16%4,000,000--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.15%1,343,000--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.15%1,343,000--Dec 31, 2023
BNY Mellon Absolute Insight Funds, Inc.0.15%2,867,000--Jan 31, 2024
FIRST INVESTORS LIFE SERIES FUNDS0.13%400,000400,000-Sep 30, 2019
AMERICAN CENTURY INVESTMENT TRUST0.13%18,729,000--Dec 31, 2023
Modern Capital Funds Trust0.13%7,000--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.13%17,946,000--Dec 31, 2023
BNY Mellon Absolute Insight Funds, Inc.0.13%2,399,0002,399,000-Jan 31, 2024
John Hancock Exchange-Traded Fund Trust0.12%760,000760,000-Jan 31, 2024
FIRST TRUST SERIES FUND0.11%400,000--Jan 31, 2024
VANGUARD WINDSOR FUNDS0.11%4,155,129--Jan 31, 2024
BAIRD FUNDS INC0.10%108,858,000--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.09%13,150,000--Dec 31, 2023
BNY MELLON FUNDS TRUST0.09%6,500,0006,500,000-Feb 29, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.09%295,000--Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.09%220,000--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.09%220,000--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.08%11,814,000--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.08%200,000--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.08%200,000200,000-Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.08%200,000--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.08%200,000--Dec 31, 2023
JOHN HANCOCK SOVEREIGN BOND FUND0.07%20,908,00020,908,000-Feb 29, 2024
AMERICAN CENTURY INVESTMENT TRUST0.07%9,815,0009,815,000-Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.07%175,000175,000-Dec 31, 2023
JOHN HANCOCK SOVEREIGN BOND FUND0.07%19,719,000--Feb 29, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.07%578,000--Dec 31, 2023
CLEARWATER INVESTMENT TRUST0.06%589,759135,11029.72%Dec 29, 2023
JOHN HANCOCK INCOME SECURITIES TRUST0.06%209,000209,000-Jan 31, 2024
LEUTHOLD FUNDS INC0.06%120,368--Mar 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.06%200,000--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.06%8,200,0008,200,000-Dec 31, 2023
JOHN HANCOCK BOND TRUST0.06%4,000,000--Feb 29, 2024
AMERICAN CENTURY INVESTMENT TRUST0.06%8,159,000--Dec 31, 2023
JOHN HANCOCK SOVEREIGN BOND FUND0.06%16,988,000--Feb 29, 2024
FIRST TRUST SERIES FUND0.06%200,000--Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.05%16,003,000--Feb 29, 2024
TrimTabs ETF Trust0.05%33,751--Jan 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.05%508,000--Jan 31, 2024
Trust for Advised Portfolios0.05%1,000,000--Dec 31, 2023
AMERICAN CENTURY MUTUAL FUNDS, INC.0.05%495,000495,000-Jan 31, 2024
CANTOR SELECT PORTFOLIOS TRUST0.05%9,9509,950-Dec 31, 2023
BNY Mellon Absolute Insight Funds, Inc.0.05%914,000--Jan 31, 2024
JANUS INVESTMENT FUND0.05%14,975,000--Dec 31, 2023
BRANDES INVESTMENT TRUST0.05%658,10326,5474.20%Dec 29, 2023
SARATOGA ADVANTAGE TRUST0.05%2,900--Feb 29, 2024
JOHN HANCOCK BOND TRUST0.04%2,991,0002,991,000-Feb 29, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.04%12,502,000--Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.04%400,000400,000-Jan 31, 2024
BNY Mellon Absolute Insight Funds, Inc.0.04%722,000--Jan 31, 2024
STEWARD FUNDS, INC.0.04%92,397--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.04%5,310,000--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.04%5,155,000--Dec 31, 2023
NORTHERN FUNDS0.03%32,000,000--Dec 29, 2023
JOHN HANCOCK BOND TRUST0.03%2,280,000--Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.03%319,000--Jan 31, 2024

UBS Group's largest mutual fund holder by % of total assets is "Gator Series Trust", owning 9.60K shares, compromising 4.15% of its total assets.

UBS Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 245591.08%
31 Dec, 235539.29%
30 Sep, 235067.43%
30 Jun, 234714.90%
31 Mar, 2344917.54%
31 Dec, 223822.41%
30 Sep, 223730.54%
30 Jun, 22371-4.38%
31 Mar, 223884.02%
31 Dec, 213731.91%
30 Sep, 21366-1.35%
30 Jun, 213714.21%
31 Mar, 213561.14%
31 Dec, 2035210.69%
30 Sep, 203180.32%
30 Jun, 20317-0.63%
31 Mar, 203191.59%
31 Dec, 193142.28%
30 Sep, 19307-4.66%
30 Jun, 19322-7.20%
31 Mar, 193475.15%
31 Dec, 183302.17%
30 Sep, 183233.53%
30 Jun, 18312-4.29%
31 Mar, 183267.59%
31 Dec, 1730310.58%
30 Sep, 17274-1.44%
30 Jun, 172784.91%
31 Mar, 17265-3.64%
31 Dec, 1627515.06%
30 Sep, 16239-8.78%
30 Jun, 162625.22%
31 Mar, 16249-4.96%
31 Dec, 152626.50%
30 Sep, 1524614.95%
30 Jun, 1521416.94%
31 Mar, 1518324.49%
31 Dec, 14147-
30 Jun, 101-

As of 31 Mar 24, 559 institutions are holding UBS Group's shares, representing an increase of 1.08% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 241,214,413,931-9.48%
31 Dec, 231,341,629,82720.83%
30 Sep, 231,110,379,5920.47%
30 Jun, 231,105,161,716-22.02%
31 Mar, 231,417,279,26312.67%
31 Dec, 221,257,856,484-0.63%
30 Sep, 221,265,854,118-1.97%
30 Jun, 221,291,310,841-4.89%
31 Mar, 221,357,684,269-1.78%
31 Dec, 211,382,326,4694.47%
30 Sep, 211,323,222,7611.37%
30 Jun, 211,305,358,858-0.52%
31 Mar, 211,312,175,8600.83%
31 Dec, 201,301,345,0061.20%
30 Sep, 201,285,902,0282.18%
30 Jun, 201,258,436,7211.06%
31 Mar, 201,245,223,332-5.20%
31 Dec, 191,313,572,5209.44%
30 Sep, 191,200,228,805-12.15%
30 Jun, 191,366,227,1048.20%
31 Mar, 191,262,673,582-11.86%
31 Dec, 181,432,589,016-1.15%
30 Sep, 181,449,188,1578.12%
30 Jun, 181,340,360,366-4.15%
31 Mar, 181,398,389,611-1.21%
31 Dec, 171,415,498,3763.98%
30 Sep, 171,361,301,8271.55%
30 Jun, 171,340,513,27019.85%
31 Mar, 171,118,457,4851.46%
31 Dec, 161,102,358,42612.74%
30 Sep, 16977,787,110-6.01%
30 Jun, 161,040,291,1731.56%
31 Mar, 161,024,269,762-0.90%
31 Dec, 151,033,587,467-1.35%
30 Sep, 151,047,681,59520.40%
30 Jun, 15870,193,6465.32%
31 Mar, 15826,276,68321.84%
31 Dec, 14678,184,665-
30 Jun, 10123-

UBS Group (UBS) has 1.21B shares outstanding as of 31 Mar 24, down -9.48% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2437.62%2.18%
31 Dec, 2341.57%3.18%
30 Sep, 2336.14%2.79%
30 Jun, 2335.97%1.69%
31 Mar, 2346.12%2.88%
31 Dec, 2240.04%2.59%
30 Sep, 2239.35%2.58%
30 Jun, 2239.08%2.42%
31 Mar, 2240.17%2.47%
31 Dec, 2140.33%2.76%
30 Sep, 2138.20%2.75%
30 Jun, 2137.27%2.71%
31 Mar, 2137.08%2.79%
31 Dec, 2036.46%2.84%
30 Sep, 2035.85%2.91%
30 Jun, 2035.11%2.92%
31 Mar, 2034.67%2.63%
31 Dec, 1936.28%3.32%
30 Sep, 1933.05%2.42%
30 Jun, 1936.98%3.17%
31 Mar, 1934.18%2.32%
31 Dec, 1838.40%2.54%
30 Sep, 1838.86%3.04%
30 Jun, 1835.74%2.54%
31 Mar, 1837.50%2.58%
31 Dec, 1738.09%2.84%
30 Sep, 1736.62%2.81%
30 Jun, 1736.08%3.98%
31 Mar, 1730.12%3.42%
31 Dec, 1629.68%4.27%
30 Sep, 1626.37%3.37%
30 Jun, 1627.97%3.73%
31 Mar, 1627.38%3.61%
31 Dec, 1527.54%3.45%
30 Sep, 1528.25%4.99%
30 Jun, 1523.79%4.62%
31 Mar, 1522.69%6.83%
31 Dec, 1418.23%-
30 Jun, 10--

As of 31 Mar 24, UBS Group is held by 37.62% institutional shareholders, representing a 2.18% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24260-4.06%
31 Dec, 2327117.83%
30 Sep, 23230-10.85%
30 Jun, 2325812.66%
31 Mar, 2322934.71%
31 Dec, 221706.25%
30 Sep, 22160-3.61%
30 Jun, 22166-4.60%
31 Mar, 22174-4.92%
31 Dec, 211835.17%
30 Sep, 21174-7.94%
30 Jun, 211890.53%
31 Mar, 21188-3.59%
31 Dec, 2019536.36%
30 Sep, 20143-1.38%
30 Jun, 20145-8.23%
31 Mar, 2015810.49%
31 Dec, 1914323.28%
30 Sep, 19116-17.14%
30 Jun, 19140-20.00%
31 Mar, 191758.02%
31 Dec, 18162-1.22%
30 Sep, 1816429.13%
30 Jun, 18127-23.03%
31 Mar, 1816513.79%
31 Dec, 1714515.08%
30 Sep, 17126-13.10%
30 Jun, 1714518.85%
31 Mar, 17122-15.86%
31 Dec, 1614554.26%
30 Sep, 1694-25.98%
30 Jun, 161275.83%
31 Mar, 16120-0.83%
31 Dec, 15121-20.39%
30 Sep, 1515222.58%
30 Jun, 1512410.71%
31 Mar, 15112-22.22%
31 Dec, 14144-
30 Jun, 101-

260 institutional shareholders have increased their position in UBS stock as of 31 Mar 24 compared to 271 in the previous quarter (a -4.06% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 241835.17%
31 Dec, 231745.45%
30 Sep, 2316513.79%
30 Jun, 23145-5.23%
31 Mar, 231532.00%
31 Dec, 221504.17%
30 Sep, 221445.11%
30 Jun, 22137-1.44%
31 Mar, 2213923.01%
31 Dec, 211130.89%
30 Sep, 211121.82%
30 Jun, 2111022.22%
31 Mar, 2190-10.00%
31 Dec, 20100-15.25%
30 Sep, 201188.26%
30 Jun, 2010917.20%
31 Mar, 2093-10.58%
31 Dec, 19104-7.14%
30 Sep, 191121.82%
30 Jun, 1911018.28%
31 Mar, 1993-13.08%
31 Dec, 1810718.89%
30 Sep, 1890-14.29%
30 Jun, 1810519.32%
31 Mar, 1888-5.38%
31 Dec, 179320.78%
30 Sep, 1777-
30 Jun, 1777-7.23%
31 Mar, 17831.22%
31 Dec, 1682-10.87%
30 Sep, 16925.75%
30 Jun, 1687-
31 Mar, 1687-4.40%
31 Dec, 159140.00%
30 Sep, 15656.56%
30 Jun, 156127.08%
31 Mar, 1548-
31 Dec, 14--
30 Jun, 10--

183 institutional shareholders have reduced their position in UBS stock as of 31 Mar 24 compared to 174 in the previous quarter (a 5.17% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 245591.08%1,214,413,931-9.48%37.62%2.18%260-4.06%1835.17%
31 Dec, 235539.29%1,341,629,82720.83%41.57%3.18%27117.83%1745.45%
30 Sep, 235067.43%1,110,379,5920.47%36.14%2.79%230-10.85%16513.79%
30 Jun, 234714.90%1,105,161,716-22.02%35.97%1.69%25812.66%145-5.23%
31 Mar, 2344917.54%1,417,279,26312.67%46.12%2.88%22934.71%1532.00%
31 Dec, 223822.41%1,257,856,484-0.63%40.04%2.59%1706.25%1504.17%
30 Sep, 223730.54%1,265,854,118-1.97%39.35%2.58%160-3.61%1445.11%
30 Jun, 22371-4.38%1,291,310,841-4.89%39.08%2.42%166-4.60%137-1.44%
31 Mar, 223884.02%1,357,684,269-1.78%40.17%2.47%174-4.92%13923.01%
31 Dec, 213731.91%1,382,326,4694.47%40.33%2.76%1835.17%1130.89%
30 Sep, 21366-1.35%1,323,222,7611.37%38.20%2.75%174-7.94%1121.82%
30 Jun, 213714.21%1,305,358,858-0.52%37.27%2.71%1890.53%11022.22%
31 Mar, 213561.14%1,312,175,8600.83%37.08%2.79%188-3.59%90-10.00%
31 Dec, 2035210.69%1,301,345,0061.20%36.46%2.84%19536.36%100-15.25%
30 Sep, 203180.32%1,285,902,0282.18%35.85%2.91%143-1.38%1188.26%
30 Jun, 20317-0.63%1,258,436,7211.06%35.11%2.92%145-8.23%10917.20%
31 Mar, 203191.59%1,245,223,332-5.20%34.67%2.63%15810.49%93-10.58%
31 Dec, 193142.28%1,313,572,5209.44%36.28%3.32%14323.28%104-7.14%
30 Sep, 19307-4.66%1,200,228,805-12.15%33.05%2.42%116-17.14%1121.82%
30 Jun, 19322-7.20%1,366,227,1048.20%36.98%3.17%140-20.00%11018.28%
31 Mar, 193475.15%1,262,673,582-11.86%34.18%2.32%1758.02%93-13.08%
31 Dec, 183302.17%1,432,589,016-1.15%38.40%2.54%162-1.22%10718.89%
30 Sep, 183233.53%1,449,188,1578.12%38.86%3.04%16429.13%90-14.29%
30 Jun, 18312-4.29%1,340,360,366-4.15%35.74%2.54%127-23.03%10519.32%
31 Mar, 183267.59%1,398,389,611-1.21%37.50%2.58%16513.79%88-5.38%
31 Dec, 1730310.58%1,415,498,3763.98%38.09%2.84%14515.08%9320.78%
30 Sep, 17274-1.44%1,361,301,8271.55%36.62%2.81%126-13.10%77-
30 Jun, 172784.91%1,340,513,27019.85%36.08%3.98%14518.85%77-7.23%
31 Mar, 17265-3.64%1,118,457,4851.46%30.12%3.42%122-15.86%831.22%
31 Dec, 1627515.06%1,102,358,42612.74%29.68%4.27%14554.26%82-10.87%
30 Sep, 16239-8.78%977,787,110-6.01%26.37%3.37%94-25.98%925.75%
30 Jun, 162625.22%1,040,291,1731.56%27.97%3.73%1275.83%87-
31 Mar, 16249-4.96%1,024,269,762-0.90%27.38%3.61%120-0.83%87-4.40%
31 Dec, 152626.50%1,033,587,467-1.35%27.54%3.45%121-20.39%9140.00%
30 Sep, 1524614.95%1,047,681,59520.40%28.25%4.99%15222.58%656.56%
30 Jun, 1521416.94%870,193,6465.32%23.79%4.62%12410.71%6127.08%
31 Mar, 1518324.49%826,276,68321.84%22.69%6.83%112-22.22%48-
31 Dec, 14147-678,184,665-18.23%-144---
30 Jun, 101-123---1---

UBS Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 28, 2023UBS Group AG10 percent owner-P-PurchaseBuy397$25.00K$9.93M979
Feb 28, 2023UBS Group AG10 percent owner-P-PurchaseBuy180$25.00K$4.50M582
Feb 28, 2023UBS Group AG10 percent owner-P-PurchaseBuy234$25.01K$5.85M402

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 28, 2023UBS Group AG10 percent owner-P-PurchaseBuy397$25.00K$9.93M979
Feb 28, 2023UBS Group AG10 percent owner-P-PurchaseBuy180$25.00K$4.50M582
Feb 28, 2023UBS Group AG10 percent owner-P-PurchaseBuy234$25.01K$5.85M402

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 17, 2023UBS Group AG10 percent owner-J-OtherSell2,324-$2.32-
Jul 17, 2023UBS Group AG10 percent owner-J-OtherSell1,487-$1.49-
Jul 17, 2023UBS Group AG10 percent owner-J-OtherSell825-$0.83-
Mar 03, 2023UBS Group AG10 percent owner-J-OtherSell979---
Mar 03, 2023UBS Group AG10 percent owner-J-OtherSell28---
Mar 03, 2023UBS Group AG10 percent owner-J-OtherSell20---
Nov 08, 2022UBS Group AGdirector-J-OtherSell5,636---
Nov 08, 2022UBS Group AGdirector-J-OtherSell8,056---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 17, 2023UBS Group AG10 percent owner-J-OtherSell2,324-$2.32-
Jul 17, 2023UBS Group AG10 percent owner-J-OtherSell1,487-$1.49-
Jul 17, 2023UBS Group AG10 percent owner-J-OtherSell825-$0.83-
Mar 03, 2023UBS Group AG10 percent owner-J-OtherSell979---
Mar 03, 2023UBS Group AG10 percent owner-J-OtherSell28---
Mar 03, 2023UBS Group AG10 percent owner-J-OtherSell20---
Feb 28, 2023UBS Group AG10 percent owner-P-PurchaseBuy397$25.00K$9.93M979
Feb 28, 2023UBS Group AG10 percent owner-P-PurchaseBuy180$25.00K$4.50M582
Feb 28, 2023UBS Group AG10 percent owner-P-PurchaseBuy234$25.01K$5.85M402
Feb 02, 2023UBS Group AG10 percent owner-Buy---28
Nov 08, 2022UBS Group AGdirector-J-OtherSell5,636---
Nov 08, 2022UBS Group AGdirector-J-OtherSell8,056---

The last insider sell of UBS Group's stock was made by UBS Group AG on Jul 17 2023, selling 2,324 shares at - per share (valued at $2.32). The last insider buy of UBS was made by UBS Group AG on Feb 28 2023, buying 397 shares at $25.00K per share (worth $9.93M).

UBS Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 202333100.00%
Q4 2022-2-

3 total buy trades, and 3 total sell trades (buy/sell ratio of 1.00%) were made by UBS Group's insiders, as of Q1 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 20233--
Q4 2022---

As of Q1 2023, Insider owners conducted 3 open market buy trades and 0 open market sell trades of UBS Group's stocks.

UBS Group Peer Ownership


TickerCompany
BBVABanco Bilbao Vizcaya Argentaria, S.A.
NUNu Holdings Ltd.
WFCWells Fargo & Company
RYRoyal Bank of Canada
SANBanco Santander, S.A.
TDThe Toronto-Dominion Bank
INGING Groep N.V.
BACBank of America Corporation
JPMJPMorgan Chase & Co.
BCSBarclays PLC
NWGNatWest Group plc
HSBCHSBC Holdings plc
CCitigroup Inc.

UBS Ownership FAQ


UBS Group is owned by institutional shareholders (37.62%), insiders (0.05%), and public (62.33%). The largest institutional shareholder of UBS Group is UBS GROUP AG (4.36% of total shares) and the top mutual fund owner is Gator Series Trust (4.15% of total shares).

UBS Group's major institutional shareholders are UBS GROUP AG, VANGUARD GROUP INC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, CREDIT SUISSE AG/, and DODGE & COX. The top five shareholders own together 16.35% of the company's share outstanding.

As of Mar 2024, there are 559 institutional shareholders of UBS Group.

UBS GROUP AG owns 140.73M shares of UBS Group, representing 4.36% of the company's total shares outstanding, valued at $4.32B (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 115.53M shares of UBS Group (UBS), compromising 3.58% of the company, valued at $3.55B.

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ is the third largest holder of UBS Group. The company owns 100.56M of the company's shares outstanding (worth $3.09B).