UBS Group Ownership 2024 | Who Owns UBS Group Now?
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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UBS GROUP AG | 4.36% | 1.08% | 140,729,533 | 5,446,271 | 4.03% | 4,323,211,254 | Mar 31, 2024 |
| VANGUARD GROUP INC | 3.58% | 0.07% | 115,529,381 | 1,546,632 | 1.36% | 3,549,062,584 | Mar 31, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.12% | 0.92% | 100,560,956 | -1,088,616 | -1.07% | 3,089,232,569 | Mar 31, 2024 |
| CREDIT SUISSE AG/ | 2.96% | 2.80% | 95,397,206 | 3,738,309 | 4.08% | 2,930,602,168 | Mar 31, 2024 |
| DODGE & COX | 2.34% | 1.35% | 75,422,942 | -16,909,009 | -18.31% | 2,319,072,696 | Mar 31, 2024 |
| FMR LLC | 1.96% | 0.13% | 63,355,587 | 2,816,224 | 4.65% | 1,948,000,751 | Mar 31, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 1.50% | 5.24% | 48,551,715 | 2,602,616 | 5.66% | 1,495,308,751 | Mar 31, 2024 |
| CEVIAN CAPITAL II GP LTD | 1.36% | 38.78% | 43,787,401 | - | - | 1,345,148,959 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 1.30% | 0.11% | 41,856,670 | 24,705,876 | 144.05% | 1,285,842,498 | Mar 31, 2024 |
| CAPITAL WORLD INVESTORS | 1.18% | 0.19% | 38,207,664 | 1,147,836 | 3.10% | 1,175,229,361 | Mar 31, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.96% | 1.04% | 31,151,185 | 673,543 | 2.21% | 959,406,704 | Mar 31, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 0.92% | 2.83% | 29,670,539 | -474,574 | -1.57% | 823,060,747 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.88% | 0.81% | 28,558,110 | 12,627,475 | 79.27% | 878,000,000 | Mar 31, 2024 |
| DEUTSCHE BANK AG\ | 0.85% | 0.39% | 27,441,823 | 692,801 | 2.59% | 843,012,802 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.75% | 0.13% | 24,214,610 | -13,469,489 | -35.74% | 743,872,812 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.69% | 0.12% | 22,329,400 | 15,458,700 | 224.99% | 685,959,168 | Mar 31, 2024 |
| AMUNDI | 0.60% | 0.23% | 19,370,840 | 1,972,893 | 11.34% | 544,708,021 | Mar 31, 2024 |
| VONTOBEL HOLDING LTD. | 0.46% | 3.63% | 14,737,819 | -2,244,781 | -13.22% | 453,446,206 | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.44% | 0.13% | 14,318,983 | 2,227,442 | 18.42% | 440,973,947 | Mar 31, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.41% | 0.43% | 13,154,330 | -86,558 | -0.65% | 405,150,341 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KITE LAKE CAPITAL MANAGEMENT (UK) LLP | 0.01% | 41.46% | 310,227 | -389,773 | -55.68% | 9,552,333 | Mar 31, 2024 |
| CEVIAN CAPITAL II GP LTD | 1.36% | 38.78% | 43,787,401 | - | - | 1,345,148,959 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL SECURITIES, LTD. | 0.06% | 23.34% | 1,912,678 | 1,912,678 | 100.00% | 58,757,468 | Mar 31, 2024 |
| CHANNING GLOBAL ADVISORS, LLC | 0.02% | 13.90% | 531,291 | -24,141 | -4.35% | 16,360,785 | Mar 31, 2024 |
| VARENNE CAPITAL PARTNERS | 0.01% | 9.57% | 325,312 | -64,164 | -16.47% | 61,018,837 | Mar 31, 2024 |
| BANQUE CANTONALE VAUDOISE | 0.22% | 8.63% | 7,155,610 | 1,097,599 | 18.12% | 220,388,000 | Mar 31, 2024 |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 0.01% | 7.09% | 350,000 | - | - | 10,752,000 | Mar 31, 2024 |
| PROMETHOS CAPITAL, LLC | 0.01% | 6.50% | 360,246 | 360,246 | 100.00% | 11,069,105 | Mar 31, 2024 |
| ARGA INVESTMENT MANAGEMENT, LP | 0.19% | 6.32% | 6,130,386 | 158,939 | 2.66% | 188,695,144 | Mar 31, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 1.50% | 5.24% | 48,551,715 | 2,602,616 | 5.66% | 1,495,308,751 | Mar 31, 2024 |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 0.02% | 4.63% | 497,783 | 46,005 | 10.18% | 15,000,000 | Mar 31, 2024 |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 0.00% | 4.11% | 75,000 | -25,000 | -25.00% | 2,304,000 | Mar 31, 2024 |
| VONTOBEL HOLDING LTD. | 0.46% | 3.63% | 14,737,819 | -2,244,781 | -13.22% | 453,446,206 | Mar 31, 2024 |
| PATIENT CAPITAL MANAGEMENT, LLC | 0.07% | 3.50% | 2,339,900 | -111,037 | -4.53% | 71,881,740 | Mar 31, 2024 |
| ROVIDA ADVISORS INC. | 0.01% | 3.21% | 300,000 | 300,000 | 100.00% | 9,229,234 | Mar 31, 2024 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 0.01% | 3.18% | 377,712 | 263,350 | 230.28% | 11,603,313 | Mar 31, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | 0.03% | 3.09% | 1,008,310 | -147,002 | -12.72% | 30,975,283 | Mar 31, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 0.92% | 2.83% | 29,670,539 | -474,574 | -1.57% | 823,060,747 | Mar 31, 2024 |
| CREDIT SUISSE AG/ | 2.96% | 2.80% | 95,397,206 | 3,738,309 | 4.08% | 2,930,602,168 | Mar 31, 2024 |
| POINT BREAK CAPITAL MANAGEMENT, LLC | 0.00% | 2.74% | 83,847 | -61,238 | -42.21% | 2,575,780 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 1.30% | 0.11% | 41,856,670 | 24,705,876 | 144.05% | 1,285,842,498 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.69% | 0.12% | 22,329,400 | 15,458,700 | 224.99% | 685,959,168 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.88% | 0.81% | 28,558,110 | 12,627,475 | 79.27% | 878,000,000 | Mar 31, 2024 |
| BANK OF MONTREAL /CAN/ | 0.30% | 0.09% | 9,833,636 | 6,549,503 | 199.43% | 308,446,341 | Mar 31, 2024 |
| 0.17% | 0.66% | 5,592,416 | 5,592,416 | 100.00% | 173,677,516 | Mar 31, 2024 | |
| UBS GROUP AG | 4.36% | 1.08% | 140,729,533 | 5,446,271 | 4.03% | 4,323,211,254 | Mar 31, 2024 |
| CREDIT SUISSE AG/ | 2.96% | 2.80% | 95,397,206 | 3,738,309 | 4.08% | 2,930,602,168 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.25% | 0.87% | 8,130,150 | 3,421,396 | 72.66% | 250,360,000 | Mar 31, 2024 |
| FMR LLC | 1.96% | 0.13% | 63,355,587 | 2,816,224 | 4.65% | 1,948,000,751 | Mar 31, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 1.50% | 5.24% | 48,551,715 | 2,602,616 | 5.66% | 1,495,308,751 | Mar 31, 2024 |
| LGT GROUP FOUNDATION | 0.09% | 2.06% | 2,835,384 | 2,506,817 | 762.95% | 87,102,996 | Mar 31, 2024 |
| LIONTRUST INVESTMENT PARTNERS LLP | 0.07% | 0.93% | 2,394,745 | 2,394,745 | 100.00% | 66,430,226 | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.44% | 0.13% | 14,318,983 | 2,227,442 | 18.42% | 440,973,947 | Mar 31, 2024 |
| CITIGROUP INC | 0.32% | 0.21% | 10,453,764 | 2,131,939 | 25.62% | 321,139,635 | Mar 31, 2024 |
| AXA S.A. | 0.11% | 0.33% | 3,535,785 | 2,003,977 | 130.82% | 108,619,315 | Mar 31, 2024 |
| AMUNDI | 0.60% | 0.23% | 19,370,840 | 1,972,893 | 11.34% | 544,708,021 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL SECURITIES, LTD. | 0.06% | 23.34% | 1,912,678 | 1,912,678 | 100.00% | 58,757,468 | Mar 31, 2024 |
| VANGUARD GROUP INC | 3.58% | 0.07% | 115,529,381 | 1,546,632 | 1.36% | 3,549,062,584 | Mar 31, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.24% | 0.25% | 7,786,916 | 1,490,235 | 23.67% | 239,823,525 | Mar 31, 2024 |
| FIL LTD | 0.19% | 0.19% | 6,260,405 | 1,367,052 | 27.94% | 192,563,769 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DODGE & COX | 2.34% | 1.35% | 75,422,942 | -16,909,009 | -18.31% | 2,319,072,696 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.75% | 0.13% | 24,214,610 | -13,469,489 | -35.74% | 743,872,812 | Mar 31, 2024 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | - | - | - | -4,809,753 | -100.00% | - | Mar 31, 2024 |
| UBS GROUP AG | 0.23% | 0.06% | 7,338,102 | -2,964,116 | -28.77% | 225,426,493 | 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 |
| GOLDMAN SACHS GROUP INC | 0.21% | 0.04% | 6,891,894 | -2,407,800 | -25.89% | 211,718,984 | Mar 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% | 453,446,206 | Mar 31, 2024 |
| ROKOS CAPITAL MANAGEMENT LLP | 0.10% | 0.54% | 3,300,000 | -1,900,000 | -36.54% | 102,548,815 | Mar 31, 2024 |
| COATUE MANAGEMENT LLC | - | - | - | -1,778,323 | -100.00% | - | Mar 31, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.21% | 0.04% | 6,905,185 | -1,702,747 | -19.78% | 212,667,735 | Mar 31, 2024 |
| HSBC HOLDINGS PLC | 0.02% | 0.02% | 796,706 | -1,613,340 | -66.94% | 24,509,988 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.01% | 0.00% | 179,800 | -1,464,900 | -89.07% | 4,987,652 | Mar 31, 2024 |
| TORONTO DOMINION BANK | 0.00% | 0.00% | 70,500 | -1,331,441 | -94.97% | 2,165,760 | Mar 31, 2024 |
| MARSHALL WACE, LLP | 0.00% | 0.01% | 156,423 | -1,208,266 | -88.54% | 4,817,829 | Mar 31, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.15% | 0.22% | 4,686,781 | -1,172,252 | -20.01% | 144,345,627 | Mar 31, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.12% | 0.92% | 100,560,956 | -1,088,616 | -1.07% | 3,089,232,569 | Mar 31, 2024 |
| CREDIT AGRICOLE S A | 0.01% | 0.12% | 407,046 | -869,703 | -68.12% | 11,446,133 | Mar 31, 2024 |
| MORGAN STANLEY | 0.36% | 0.03% | 11,511,896 | -700,867 | -5.74% | 353,645,514 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 0.17% | 0.66% | 5,592,416 | 5,592,416 | 100.00% | 173,677,516 | Mar 31, 2024 | |
| LIONTRUST INVESTMENT PARTNERS LLP | 0.07% | 0.93% | 2,394,745 | 2,394,745 | 100.00% | 66,430,226 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL SECURITIES, LTD. | 0.06% | 23.34% | 1,912,678 | 1,912,678 | 100.00% | 58,757,468 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.03% | 0.01% | 1,045,900 | 1,045,900 | 100.00% | 32,130,048 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.02% | 0.00% | 784,700 | 784,700 | 100.00% | 24,105,984 | Mar 31, 2024 |
| PROMETHOS CAPITAL, LLC | 0.01% | 6.50% | 360,246 | 360,246 | 100.00% | 11,069,105 | Mar 31, 2024 |
| CREDIT AGRICOLE S A | 0.01% | 0.09% | 300,000 | 300,000 | 100.00% | 8,436,000 | Mar 31, 2024 |
| ROVIDA ADVISORS INC. | 0.01% | 3.21% | 300,000 | 300,000 | 100.00% | 9,229,234 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP LTD. | 0.01% | 1.78% | 245,197 | 245,197 | 100.00% | 7,532,452 | Mar 31, 2024 |
| WALLEYE TRADING LLC | 0.01% | 0.02% | 232,526 | 232,526 | 100.00% | 7,143,199 | Mar 31, 2024 |
| DELTA GLOBAL MANAGEMENT LP | 0.01% | 0.49% | 209,106 | 209,106 | 100.00% | 6,423,736 | Mar 31, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.01% | 0.01% | 165,600 | 165,600 | 100.00% | 5,087,232 | Mar 31, 2024 |
| GROUPAMA ASSET MANAGMENT | 0.00% | 0.08% | 146,256 | 146,256 | 100.00% | 4,504,459 | Mar 31, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.00% | 0.01% | 121,200 | 121,200 | 100.00% | 3,723,264 | Mar 31, 2024 |
| EXANE ASSET MANAGEMENT | 0.00% | 2.41% | 101,465 | 101,465 | 100.00% | 3,121,481 | Mar 31, 2024 |
| AMJ FINANCIAL WEALTH MANAGEMENT | 0.00% | 0.99% | 96,552 | 96,552 | 100.00% | 2,966,077 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.00% | 0.00% | 84,688 | 84,688 | 100.00% | 2,601,615 | Mar 31, 2024 |
| TIMBER CREEK CAPITAL MANAGEMENT LLC | 0.00% | 0.80% | 83,591 | 83,591 | 100.00% | 2,567,915,000 | Mar 31, 2024 |
| CLOVERFIELDS CAPITAL GROUP, LP | 0.00% | 0.76% | 73,531 | 73,531 | 100.00% | 2,258,872 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 0.00% | 63,148 | 63,148 | 100.00% | 1,940,000 | Mar 31, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.00% | 0.01% | 58,892 | 58,892 | 100.00% | 1,809,162 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.00% | 0.00% | 50,289 | 50,289 | 100.00% | 1,544,879 | Mar 31, 2024 |
| PITCAIRN CO | 0.00% | 0.10% | 49,330 | 49,330 | 100.00% | 1,515,418 | Mar 31, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | 0.00% | 0.12% | 42,400 | 42,400 | 100.00% | 1,302,528 | Mar 31, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.02% | 39,100 | 39,100 | 100.00% | 1,201,152 | Mar 31, 2024 |
| BTC CAPITAL MANAGEMENT, INC. | 0.00% | 0.10% | 36,186 | 36,186 | 100.00% | 1,111,637 | Mar 31, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | 0.00% | 0.06% | 33,971 | 33,971 | 100.00% | 1,035,439 | Mar 31, 2024 |
| CONNABLE OFFICE INC | 0.00% | 0.11% | 30,659 | 30,659 | 100.00% | 941,844 | Mar 31, 2024 |
| PERSONAL CFO SOLUTIONS, LLC | 0.00% | 0.14% | 29,524 | 29,524 | 100.00% | 906,982 | Mar 31, 2024 |
| NORDEN GROUP LLC | 0.00% | 0.06% | 26,240 | 26,240 | 100.00% | 806,100 | Mar 31, 2024 |
| IMC-CHICAGO, LLC | 0.00% | 0.00% | 23,300 | 23,300 | 100.00% | 715,776 | Mar 31, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | 0.00% | 0.06% | 20,000 | 20,000 | 100.00% | 614,400 | Mar 31, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.01% | 16,900 | 16,900 | 100.00% | 519,168 | Mar 31, 2024 |
| CALLAN CAPITAL, LLC | 0.00% | 0.04% | 14,255 | 14,255 | 100.00% | 437,914 | Mar 31, 2024 |
| BROWN ADVISORY INC | 0.00% | 0.00% | 13,671 | 13,671 | 100.00% | 419,973 | Mar 31, 2024 |
| CIPHER CAPITAL LP | 0.00% | 0.19% | 13,291 | 13,291 | 100.00% | 408,300 | Mar 31, 2024 |
| MEDIOLANUM INTERNATIONAL FUNDS LTD | 0.00% | 0.01% | 13,054 | 13,054 | 100.00% | 368,776 | Mar 31, 2024 |
| SIMPLICITY WEALTH,LLC | 0.00% | 0.01% | 11,734 | 11,734 | 100.00% | 360,468 | Mar 31, 2024 |
| MISSION WEALTH MANAGEMENT, LP | 0.00% | 0.01% | 9,408 | 9,408 | 100.00% | 289,022 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 9,005 | 9,005 | 100.00% | 276,633 | Mar 31, 2024 |
| PICTET & CIE (EUROPE) SA | 0.00% | 0.01% | 8,709 | 8,709 | 100.00% | 268,223 | Mar 31, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 8,546 | 8,546 | 100.00% | 262,533 | Mar 31, 2024 |
| LEUTHOLD GROUP, LLC | 0.00% | 0.03% | 7,715 | 7,715 | 100.00% | 237,005 | Mar 31, 2024 |
| CENTRAL PACIFIC BANK - TRUST DIVISION | 0.00% | 0.03% | 7,600 | 7,600 | 100.00% | 231,648 | Mar 31, 2024 |
| PRINCIPAL STREET PARTNERS, LLC | 0.00% | 0.04% | 7,131 | 7,131 | 100.00% | 212,008 | Mar 31, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | 0.00% | 2,040 | 2,040 | 100.00% | 62,179,000 | Mar 31, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 1,661 | 1,661 | 100.00% | 51,325,000 | Mar 31, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.01% | 1,362 | 1,362 | 100.00% | 41,841 | Mar 31, 2024 |
| CONTINUUM ADVISORY, LLC | - | 0.01% | 1,191 | 1,191 | 100.00% | 34,503,000 | Mar 31, 2024 |
| MCILRATH & ECK, LLC | - | 0.00% | 871 | 871 | 100.00% | 26,757 | Mar 31, 2024 |
| RISE ADVISORS, LLC | - | 0.01% | 710 | 710 | 100.00% | 21,811 | Mar 31, 2024 |
| - | 0.00% | 691 | 691 | 100.00% | 23,202 | Mar 31, 2024 | |
| HEADLANDS TECHNOLOGIES LLC | - | 0.01% | 676 | 676 | 100.00% | 20,767 | Mar 31, 2024 |
| REDMONT WEALTH ADVISORS LLC | - | 0.02% | 475 | 475 | 100.00% | 14,592,000 | Mar 31, 2024 |
| MAIN STREET GROUP, LTD | - | 0.01% | 437 | 437 | 100.00% | 13,427 | Mar 31, 2024 |
| HANSON & DOREMUS INVESTMENT MANAGEMENT | - | 0.00% | 432 | 432 | 100.00% | 13,000 | Mar 31, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | 0.00% | 392 | 392 | 100.00% | 12,115,000 | Mar 31, 2024 |
| SALEM INVESTMENT COUNSELORS INC | - | 0.00% | 314 | 314 | 100.00% | 9,647 | Mar 31, 2024 |
| SANDY SPRING BANK | - | 0.00% | 200 | 200 | 100.00% | 6,144,000 | Mar 31, 2024 |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | - | 0.00% | 167 | 167 | 100.00% | 5,130 | Mar 31, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | 0.00% | 131 | 131 | 100.00% | 4,026,000 | Mar 31, 2024 |
| PLANTE MORAN FINANCIAL ADVISORS, LLC | - | 0.00% | 102 | 102 | 100.00% | 3,133,000 | Mar 31, 2024 |
| FIRST FINANCIAL CORP /IN/ | - | 0.00% | 97 | 97 | 100.00% | 2,978 | Mar 31, 2024 |
| CHERRY TREE WEALTH MANAGEMENT, LLC | - | 0.00% | 75 | 75 | 100.00% | 2,304 | Mar 31, 2024 |
| KIELY WEALTH ADVISORY GROUP, INC. | - | 0.00% | 75 | 75 | 100.00% | 2,058 | Mar 31, 2024 |
| ADVISORNET FINANCIAL, INC | - | 0.00% | 47 | 47 | 100.00% | 1,444,000 | Mar 31, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | 0.00% | 21 | 21 | 100.00% | 645,000 | Mar 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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 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 Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Gator Series Trust | 4.15% | 9,600 | 9,600 | - | Mar 31, 2020 |
| John Hancock Collateral Trust | 3.76% | 36,192,000 | - | - | Sep 30, 2021 |
| SWISS HELVETIA FUND, INC. | 2.67% | 216,000 | - | - | Dec 31, 2023 |
| First Trust Intermediate Duration Preferred & Income Fund | 1.84% | 28,250,000 | - | - | Jan 31, 2024 |
| John Hancock Collateral Trust | 1.56% | 15,000,000 | - | - | Sep 30, 2021 |
| CALDWELL & ORKIN FUNDS INC | 1.52% | 20,729 | - | - | Jan 31, 2024 |
| Chesapeake Investment Trust | 1.31% | 68,175 | 68,175 | - | Jan 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 1.25% | 19,220,000 | - | - | Jan 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 1.11% | 6,260,000 | - | - | Feb 29, 2024 |
| JOHN HANCOCK CAPITAL SERIES | 1.08% | 1,134,366 | - | - | Jan 31, 2024 |
| LORD ASSET MANAGEMENT TRUST | 1.07% | 39,000 | - | - | Oct 31, 2022 |
| First Trust Intermediate Duration Preferred & Income Fund | 1.03% | 15,730,000 | - | - | Jan 31, 2024 |
| FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND | 0.99% | 197,086 | - | - | Sep 29, 2023 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.98% | 15,000,000 | - | - | Jan 31, 2024 |
| John Hancock Collateral Trust | 0.92% | 8,882,000 | - | - | Sep 30, 2021 |
| FIRST TRUST SERIES FUND | 0.69% | 2,400,000 | - | - | Jan 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.65% | 10,000,000 | - | - | Jan 31, 2024 |
| PIONEER SERIES TRUST VIII | 0.61% | 184,415 | - | - | Feb 29, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.60% | 9,200,000 | - | - | Jan 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.56% | 3,000,000 | 3,000,000 | - | Sep 30, 2019 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.53% | 3,000,000 | - | - | Feb 29, 2024 |
| John Hancock Collateral Trust | 0.52% | 5,000,000 | 5,000,000 | - | Sep 30, 2021 |
| TEMPLETON GROWTH FUND INC | 0.51% | 4,804,227 | - | - | Feb 29, 2024 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 0.49% | 3,270,000 | 3,270,000 | - | Jan 31, 2024 |
| BNY Mellon Investment Funds VII, Inc. | 0.48% | 500,000 | - | - | Jan 31, 2024 |
| FIRST TRUST SERIES FUND | 0.43% | 1,500,000 | - | - | Jan 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.42% | 6,400,000 | - | - | Jan 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.40% | 6,200,000 | - | - | Jan 31, 2024 |
| FRANKLIN FUND ALLOCATOR SERIES | 0.39% | 543,375 | - | - | Jan 31, 2024 |
| TEMPLETON FUNDS | 0.38% | 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 Fund | 0.31% | 4,800,000 | - | - | Jan 31, 2024 |
| LIBERTY ALL STAR EQUITY FUND | 0.30% | 242,844 | - | - | Dec 31, 2023 |
| ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.29% | 198,127 | - | - | Jan 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.28% | 1,500,000 | 1,500,000 | - | Sep 30, 2019 |
| FIRST TRUST SERIES FUND | 0.26% | 900,000 | - | - | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.24% | 13,687,000 | - | - | Dec 31, 2023 |
| FIRST TRUST SERIES FUND | 0.23% | 800,000 | - | - | Jan 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.22% | 3,350,000 | - | - | Jan 31, 2024 |
| FIRST TRUST SERIES FUND | 0.22% | 760,000 | - | - | Jan 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.20% | 14,750,000 | 14,750,000 | - | Feb 29, 2024 |
| WP Trust | 0.18% | 25,000 | 5,000 | 25.00% | Feb 29, 2024 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.17% | 500,000 | 500,000 | - | Sep 30, 2019 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.16% | 4,000,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.15% | 1,343,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.15% | 1,343,000 | - | - | Dec 31, 2023 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.15% | 2,867,000 | - | - | Jan 31, 2024 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.13% | 400,000 | 400,000 | - | Sep 30, 2019 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.13% | 18,729,000 | - | - | Dec 31, 2023 |
| Modern Capital Funds Trust | 0.13% | 7,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.13% | 17,946,000 | - | - | Dec 31, 2023 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.13% | 2,399,000 | 2,399,000 | - | Jan 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.12% | 760,000 | 760,000 | - | Jan 31, 2024 |
| FIRST TRUST SERIES FUND | 0.11% | 400,000 | - | - | Jan 31, 2024 |
| VANGUARD WINDSOR FUNDS | 0.11% | 4,155,129 | - | - | Jan 31, 2024 |
| BAIRD FUNDS INC | 0.10% | 108,858,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.09% | 13,150,000 | - | - | Dec 31, 2023 |
| BNY MELLON FUNDS TRUST | 0.09% | 6,500,000 | 6,500,000 | - | Feb 29, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.09% | 295,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.09% | 220,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.09% | 220,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.08% | 11,814,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.08% | 200,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.08% | 200,000 | 200,000 | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.08% | 200,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.08% | 200,000 | - | - | Dec 31, 2023 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.07% | 20,908,000 | 20,908,000 | - | Feb 29, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.07% | 9,815,000 | 9,815,000 | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.07% | 175,000 | 175,000 | - | Dec 31, 2023 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.07% | 19,719,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.07% | 578,000 | - | - | Dec 31, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.06% | 589,759 | 135,110 | 29.72% | Dec 29, 2023 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.06% | 209,000 | 209,000 | - | Jan 31, 2024 |
| LEUTHOLD FUNDS INC | 0.06% | 120,368 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.06% | 200,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.06% | 8,200,000 | 8,200,000 | - | Dec 31, 2023 |
| JOHN HANCOCK BOND TRUST | 0.06% | 4,000,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.06% | 8,159,000 | - | - | Dec 31, 2023 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.06% | 16,988,000 | - | - | Feb 29, 2024 |
| FIRST TRUST SERIES FUND | 0.06% | 200,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.05% | 16,003,000 | - | - | Feb 29, 2024 |
| TrimTabs ETF Trust | 0.05% | 33,751 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.05% | 508,000 | - | - | Jan 31, 2024 |
| Trust for Advised Portfolios | 0.05% | 1,000,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.05% | 495,000 | 495,000 | - | Jan 31, 2024 |
| CANTOR SELECT PORTFOLIOS TRUST | 0.05% | 9,950 | 9,950 | - | Dec 31, 2023 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.05% | 914,000 | - | - | Jan 31, 2024 |
| JANUS INVESTMENT FUND | 0.05% | 14,975,000 | - | - | Dec 31, 2023 |
| BRANDES INVESTMENT TRUST | 0.05% | 658,103 | 26,547 | 4.20% | Dec 29, 2023 |
| SARATOGA ADVANTAGE TRUST | 0.05% | 2,900 | - | - | Feb 29, 2024 |
| JOHN HANCOCK BOND TRUST | 0.04% | 2,991,000 | 2,991,000 | - | Feb 29, 2024 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.04% | 12,502,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.04% | 400,000 | 400,000 | - | 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 TRUST | 0.04% | 5,310,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.04% | 5,155,000 | - | - | Dec 31, 2023 |
| NORTHERN FUNDS | 0.03% | 32,000,000 | - | - | Dec 29, 2023 |
| JOHN HANCOCK BOND TRUST | 0.03% | 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
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 559 | 1.08% |
| 31 Dec, 23 | 553 | 9.29% |
| 30 Sep, 23 | 506 | 7.43% |
| 30 Jun, 23 | 471 | 4.90% |
| 31 Mar, 23 | 449 | 17.54% |
| 31 Dec, 22 | 382 | 2.41% |
| 30 Sep, 22 | 373 | 0.54% |
| 30 Jun, 22 | 371 | -4.38% |
| 31 Mar, 22 | 388 | 4.02% |
| 31 Dec, 21 | 373 | 1.91% |
| 30 Sep, 21 | 366 | -1.35% |
| 30 Jun, 21 | 371 | 4.21% |
| 31 Mar, 21 | 356 | 1.14% |
| 31 Dec, 20 | 352 | 10.69% |
| 30 Sep, 20 | 318 | 0.32% |
| 30 Jun, 20 | 317 | -0.63% |
| 31 Mar, 20 | 319 | 1.59% |
| 31 Dec, 19 | 314 | 2.28% |
| 30 Sep, 19 | 307 | -4.66% |
| 30 Jun, 19 | 322 | -7.20% |
| 31 Mar, 19 | 347 | 5.15% |
| 31 Dec, 18 | 330 | 2.17% |
| 30 Sep, 18 | 323 | 3.53% |
| 30 Jun, 18 | 312 | -4.29% |
| 31 Mar, 18 | 326 | 7.59% |
| 31 Dec, 17 | 303 | 10.58% |
| 30 Sep, 17 | 274 | -1.44% |
| 30 Jun, 17 | 278 | 4.91% |
| 31 Mar, 17 | 265 | -3.64% |
| 31 Dec, 16 | 275 | 15.06% |
| 30 Sep, 16 | 239 | -8.78% |
| 30 Jun, 16 | 262 | 5.22% |
| 31 Mar, 16 | 249 | -4.96% |
| 31 Dec, 15 | 262 | 6.50% |
| 30 Sep, 15 | 246 | 14.95% |
| 30 Jun, 15 | 214 | 16.94% |
| 31 Mar, 15 | 183 | 24.49% |
| 31 Dec, 14 | 147 | - |
| 30 Jun, 10 | 1 | - |
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
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 1,214,413,931 | -9.48% |
| 31 Dec, 23 | 1,341,629,827 | 20.83% |
| 30 Sep, 23 | 1,110,379,592 | 0.47% |
| 30 Jun, 23 | 1,105,161,716 | -22.02% |
| 31 Mar, 23 | 1,417,279,263 | 12.67% |
| 31 Dec, 22 | 1,257,856,484 | -0.63% |
| 30 Sep, 22 | 1,265,854,118 | -1.97% |
| 30 Jun, 22 | 1,291,310,841 | -4.89% |
| 31 Mar, 22 | 1,357,684,269 | -1.78% |
| 31 Dec, 21 | 1,382,326,469 | 4.47% |
| 30 Sep, 21 | 1,323,222,761 | 1.37% |
| 30 Jun, 21 | 1,305,358,858 | -0.52% |
| 31 Mar, 21 | 1,312,175,860 | 0.83% |
| 31 Dec, 20 | 1,301,345,006 | 1.20% |
| 30 Sep, 20 | 1,285,902,028 | 2.18% |
| 30 Jun, 20 | 1,258,436,721 | 1.06% |
| 31 Mar, 20 | 1,245,223,332 | -5.20% |
| 31 Dec, 19 | 1,313,572,520 | 9.44% |
| 30 Sep, 19 | 1,200,228,805 | -12.15% |
| 30 Jun, 19 | 1,366,227,104 | 8.20% |
| 31 Mar, 19 | 1,262,673,582 | -11.86% |
| 31 Dec, 18 | 1,432,589,016 | -1.15% |
| 30 Sep, 18 | 1,449,188,157 | 8.12% |
| 30 Jun, 18 | 1,340,360,366 | -4.15% |
| 31 Mar, 18 | 1,398,389,611 | -1.21% |
| 31 Dec, 17 | 1,415,498,376 | 3.98% |
| 30 Sep, 17 | 1,361,301,827 | 1.55% |
| 30 Jun, 17 | 1,340,513,270 | 19.85% |
| 31 Mar, 17 | 1,118,457,485 | 1.46% |
| 31 Dec, 16 | 1,102,358,426 | 12.74% |
| 30 Sep, 16 | 977,787,110 | -6.01% |
| 30 Jun, 16 | 1,040,291,173 | 1.56% |
| 31 Mar, 16 | 1,024,269,762 | -0.90% |
| 31 Dec, 15 | 1,033,587,467 | -1.35% |
| 30 Sep, 15 | 1,047,681,595 | 20.40% |
| 30 Jun, 15 | 870,193,646 | 5.32% |
| 31 Mar, 15 | 826,276,683 | 21.84% |
| 31 Dec, 14 | 678,184,665 | - |
| 30 Jun, 10 | 123 | - |
UBS Group (UBS) has 1.21B shares outstanding as of 31 Mar 24, down -9.48% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 37.62% | 2.18% |
| 31 Dec, 23 | 41.57% | 3.18% |
| 30 Sep, 23 | 36.14% | 2.79% |
| 30 Jun, 23 | 35.97% | 1.69% |
| 31 Mar, 23 | 46.12% | 2.88% |
| 31 Dec, 22 | 40.04% | 2.59% |
| 30 Sep, 22 | 39.35% | 2.58% |
| 30 Jun, 22 | 39.08% | 2.42% |
| 31 Mar, 22 | 40.17% | 2.47% |
| 31 Dec, 21 | 40.33% | 2.76% |
| 30 Sep, 21 | 38.20% | 2.75% |
| 30 Jun, 21 | 37.27% | 2.71% |
| 31 Mar, 21 | 37.08% | 2.79% |
| 31 Dec, 20 | 36.46% | 2.84% |
| 30 Sep, 20 | 35.85% | 2.91% |
| 30 Jun, 20 | 35.11% | 2.92% |
| 31 Mar, 20 | 34.67% | 2.63% |
| 31 Dec, 19 | 36.28% | 3.32% |
| 30 Sep, 19 | 33.05% | 2.42% |
| 30 Jun, 19 | 36.98% | 3.17% |
| 31 Mar, 19 | 34.18% | 2.32% |
| 31 Dec, 18 | 38.40% | 2.54% |
| 30 Sep, 18 | 38.86% | 3.04% |
| 30 Jun, 18 | 35.74% | 2.54% |
| 31 Mar, 18 | 37.50% | 2.58% |
| 31 Dec, 17 | 38.09% | 2.84% |
| 30 Sep, 17 | 36.62% | 2.81% |
| 30 Jun, 17 | 36.08% | 3.98% |
| 31 Mar, 17 | 30.12% | 3.42% |
| 31 Dec, 16 | 29.68% | 4.27% |
| 30 Sep, 16 | 26.37% | 3.37% |
| 30 Jun, 16 | 27.97% | 3.73% |
| 31 Mar, 16 | 27.38% | 3.61% |
| 31 Dec, 15 | 27.54% | 3.45% |
| 30 Sep, 15 | 28.25% | 4.99% |
| 30 Jun, 15 | 23.79% | 4.62% |
| 31 Mar, 15 | 22.69% | 6.83% |
| 31 Dec, 14 | 18.23% | - |
| 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
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 260 | -4.06% |
| 31 Dec, 23 | 271 | 17.83% |
| 30 Sep, 23 | 230 | -10.85% |
| 30 Jun, 23 | 258 | 12.66% |
| 31 Mar, 23 | 229 | 34.71% |
| 31 Dec, 22 | 170 | 6.25% |
| 30 Sep, 22 | 160 | -3.61% |
| 30 Jun, 22 | 166 | -4.60% |
| 31 Mar, 22 | 174 | -4.92% |
| 31 Dec, 21 | 183 | 5.17% |
| 30 Sep, 21 | 174 | -7.94% |
| 30 Jun, 21 | 189 | 0.53% |
| 31 Mar, 21 | 188 | -3.59% |
| 31 Dec, 20 | 195 | 36.36% |
| 30 Sep, 20 | 143 | -1.38% |
| 30 Jun, 20 | 145 | -8.23% |
| 31 Mar, 20 | 158 | 10.49% |
| 31 Dec, 19 | 143 | 23.28% |
| 30 Sep, 19 | 116 | -17.14% |
| 30 Jun, 19 | 140 | -20.00% |
| 31 Mar, 19 | 175 | 8.02% |
| 31 Dec, 18 | 162 | -1.22% |
| 30 Sep, 18 | 164 | 29.13% |
| 30 Jun, 18 | 127 | -23.03% |
| 31 Mar, 18 | 165 | 13.79% |
| 31 Dec, 17 | 145 | 15.08% |
| 30 Sep, 17 | 126 | -13.10% |
| 30 Jun, 17 | 145 | 18.85% |
| 31 Mar, 17 | 122 | -15.86% |
| 31 Dec, 16 | 145 | 54.26% |
| 30 Sep, 16 | 94 | -25.98% |
| 30 Jun, 16 | 127 | 5.83% |
| 31 Mar, 16 | 120 | -0.83% |
| 31 Dec, 15 | 121 | -20.39% |
| 30 Sep, 15 | 152 | 22.58% |
| 30 Jun, 15 | 124 | 10.71% |
| 31 Mar, 15 | 112 | -22.22% |
| 31 Dec, 14 | 144 | - |
| 30 Jun, 10 | 1 | - |
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
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 183 | 5.17% |
| 31 Dec, 23 | 174 | 5.45% |
| 30 Sep, 23 | 165 | 13.79% |
| 30 Jun, 23 | 145 | -5.23% |
| 31 Mar, 23 | 153 | 2.00% |
| 31 Dec, 22 | 150 | 4.17% |
| 30 Sep, 22 | 144 | 5.11% |
| 30 Jun, 22 | 137 | -1.44% |
| 31 Mar, 22 | 139 | 23.01% |
| 31 Dec, 21 | 113 | 0.89% |
| 30 Sep, 21 | 112 | 1.82% |
| 30 Jun, 21 | 110 | 22.22% |
| 31 Mar, 21 | 90 | -10.00% |
| 31 Dec, 20 | 100 | -15.25% |
| 30 Sep, 20 | 118 | 8.26% |
| 30 Jun, 20 | 109 | 17.20% |
| 31 Mar, 20 | 93 | -10.58% |
| 31 Dec, 19 | 104 | -7.14% |
| 30 Sep, 19 | 112 | 1.82% |
| 30 Jun, 19 | 110 | 18.28% |
| 31 Mar, 19 | 93 | -13.08% |
| 31 Dec, 18 | 107 | 18.89% |
| 30 Sep, 18 | 90 | -14.29% |
| 30 Jun, 18 | 105 | 19.32% |
| 31 Mar, 18 | 88 | -5.38% |
| 31 Dec, 17 | 93 | 20.78% |
| 30 Sep, 17 | 77 | - |
| 30 Jun, 17 | 77 | -7.23% |
| 31 Mar, 17 | 83 | 1.22% |
| 31 Dec, 16 | 82 | -10.87% |
| 30 Sep, 16 | 92 | 5.75% |
| 30 Jun, 16 | 87 | - |
| 31 Mar, 16 | 87 | -4.40% |
| 31 Dec, 15 | 91 | 40.00% |
| 30 Sep, 15 | 65 | 6.56% |
| 30 Jun, 15 | 61 | 27.08% |
| 31 Mar, 15 | 48 | - |
| 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
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 559 | 1.08% | 1,214,413,931 | -9.48% | 37.62% | 2.18% | 260 | -4.06% | 183 | 5.17% |
| 31 Dec, 23 | 553 | 9.29% | 1,341,629,827 | 20.83% | 41.57% | 3.18% | 271 | 17.83% | 174 | 5.45% |
| 30 Sep, 23 | 506 | 7.43% | 1,110,379,592 | 0.47% | 36.14% | 2.79% | 230 | -10.85% | 165 | 13.79% |
| 30 Jun, 23 | 471 | 4.90% | 1,105,161,716 | -22.02% | 35.97% | 1.69% | 258 | 12.66% | 145 | -5.23% |
| 31 Mar, 23 | 449 | 17.54% | 1,417,279,263 | 12.67% | 46.12% | 2.88% | 229 | 34.71% | 153 | 2.00% |
| 31 Dec, 22 | 382 | 2.41% | 1,257,856,484 | -0.63% | 40.04% | 2.59% | 170 | 6.25% | 150 | 4.17% |
| 30 Sep, 22 | 373 | 0.54% | 1,265,854,118 | -1.97% | 39.35% | 2.58% | 160 | -3.61% | 144 | 5.11% |
| 30 Jun, 22 | 371 | -4.38% | 1,291,310,841 | -4.89% | 39.08% | 2.42% | 166 | -4.60% | 137 | -1.44% |
| 31 Mar, 22 | 388 | 4.02% | 1,357,684,269 | -1.78% | 40.17% | 2.47% | 174 | -4.92% | 139 | 23.01% |
| 31 Dec, 21 | 373 | 1.91% | 1,382,326,469 | 4.47% | 40.33% | 2.76% | 183 | 5.17% | 113 | 0.89% |
| 30 Sep, 21 | 366 | -1.35% | 1,323,222,761 | 1.37% | 38.20% | 2.75% | 174 | -7.94% | 112 | 1.82% |
| 30 Jun, 21 | 371 | 4.21% | 1,305,358,858 | -0.52% | 37.27% | 2.71% | 189 | 0.53% | 110 | 22.22% |
| 31 Mar, 21 | 356 | 1.14% | 1,312,175,860 | 0.83% | 37.08% | 2.79% | 188 | -3.59% | 90 | -10.00% |
| 31 Dec, 20 | 352 | 10.69% | 1,301,345,006 | 1.20% | 36.46% | 2.84% | 195 | 36.36% | 100 | -15.25% |
| 30 Sep, 20 | 318 | 0.32% | 1,285,902,028 | 2.18% | 35.85% | 2.91% | 143 | -1.38% | 118 | 8.26% |
| 30 Jun, 20 | 317 | -0.63% | 1,258,436,721 | 1.06% | 35.11% | 2.92% | 145 | -8.23% | 109 | 17.20% |
| 31 Mar, 20 | 319 | 1.59% | 1,245,223,332 | -5.20% | 34.67% | 2.63% | 158 | 10.49% | 93 | -10.58% |
| 31 Dec, 19 | 314 | 2.28% | 1,313,572,520 | 9.44% | 36.28% | 3.32% | 143 | 23.28% | 104 | -7.14% |
| 30 Sep, 19 | 307 | -4.66% | 1,200,228,805 | -12.15% | 33.05% | 2.42% | 116 | -17.14% | 112 | 1.82% |
| 30 Jun, 19 | 322 | -7.20% | 1,366,227,104 | 8.20% | 36.98% | 3.17% | 140 | -20.00% | 110 | 18.28% |
| 31 Mar, 19 | 347 | 5.15% | 1,262,673,582 | -11.86% | 34.18% | 2.32% | 175 | 8.02% | 93 | -13.08% |
| 31 Dec, 18 | 330 | 2.17% | 1,432,589,016 | -1.15% | 38.40% | 2.54% | 162 | -1.22% | 107 | 18.89% |
| 30 Sep, 18 | 323 | 3.53% | 1,449,188,157 | 8.12% | 38.86% | 3.04% | 164 | 29.13% | 90 | -14.29% |
| 30 Jun, 18 | 312 | -4.29% | 1,340,360,366 | -4.15% | 35.74% | 2.54% | 127 | -23.03% | 105 | 19.32% |
| 31 Mar, 18 | 326 | 7.59% | 1,398,389,611 | -1.21% | 37.50% | 2.58% | 165 | 13.79% | 88 | -5.38% |
| 31 Dec, 17 | 303 | 10.58% | 1,415,498,376 | 3.98% | 38.09% | 2.84% | 145 | 15.08% | 93 | 20.78% |
| 30 Sep, 17 | 274 | -1.44% | 1,361,301,827 | 1.55% | 36.62% | 2.81% | 126 | -13.10% | 77 | - |
| 30 Jun, 17 | 278 | 4.91% | 1,340,513,270 | 19.85% | 36.08% | 3.98% | 145 | 18.85% | 77 | -7.23% |
| 31 Mar, 17 | 265 | -3.64% | 1,118,457,485 | 1.46% | 30.12% | 3.42% | 122 | -15.86% | 83 | 1.22% |
| 31 Dec, 16 | 275 | 15.06% | 1,102,358,426 | 12.74% | 29.68% | 4.27% | 145 | 54.26% | 82 | -10.87% |
| 30 Sep, 16 | 239 | -8.78% | 977,787,110 | -6.01% | 26.37% | 3.37% | 94 | -25.98% | 92 | 5.75% |
| 30 Jun, 16 | 262 | 5.22% | 1,040,291,173 | 1.56% | 27.97% | 3.73% | 127 | 5.83% | 87 | - |
| 31 Mar, 16 | 249 | -4.96% | 1,024,269,762 | -0.90% | 27.38% | 3.61% | 120 | -0.83% | 87 | -4.40% |
| 31 Dec, 15 | 262 | 6.50% | 1,033,587,467 | -1.35% | 27.54% | 3.45% | 121 | -20.39% | 91 | 40.00% |
| 30 Sep, 15 | 246 | 14.95% | 1,047,681,595 | 20.40% | 28.25% | 4.99% | 152 | 22.58% | 65 | 6.56% |
| 30 Jun, 15 | 214 | 16.94% | 870,193,646 | 5.32% | 23.79% | 4.62% | 124 | 10.71% | 61 | 27.08% |
| 31 Mar, 15 | 183 | 24.49% | 826,276,683 | 21.84% | 22.69% | 6.83% | 112 | -22.22% | 48 | - |
| 31 Dec, 14 | 147 | - | 678,184,665 | - | 18.23% | - | 144 | - | - | - |
| 30 Jun, 10 | 1 | - | 123 | - | - | - | 1 | - | - | - |
UBS Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
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
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2023 | 3 | 3 | 100.00% |
| 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
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2023 | 3 | - | - |
| 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
| Ticker | Company |
|---|---|
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. |
| NU | Nu Holdings Ltd. |
| WFC | Wells Fargo & Company |
| RY | Royal Bank of Canada |
| SAN | Banco Santander, S.A. |
| TD | The Toronto-Dominion Bank |
| ING | ING Groep N.V. |
| BAC | Bank of America Corporation |
| BCS | Barclays PLC |
| JPM | JPMorgan Chase & Co. |
| NWG | NatWest Group plc |
| HSBC | HSBC Holdings plc |
| C | Citigroup Inc. |
UBS Ownership FAQ
Who Owns UBS Group?
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).
Who are the major institutional shareholders of UBS Group?
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.
How many UBS Group shareholders are there?
As of Mar 2024, there are 559 institutional shareholders of UBS Group.
What percentage of UBS Group is owned by UBS GROUP AG?
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).
What percentage of UBS Group is owned by VANGUARD GROUP INC?
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.
What percentage of UBS Group is owned by MASSACHUSETTS FINANCIAL SERVICES CO /MA/?
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).