UBS Group Ownership 2024 | Who Owns UBS Group Now?
Institutional Ownership
9.17%
Insider Ownership
0.05%
Retail Ownership
90.78%
Institutional Holders
293.00
UBS Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 5.25% | 0.74% | 168,288,869 | 168,288,869 | 100.00% | 4,953,445,675 | Jun 30, 2024 |
| UBS GROUP AG | 4.89% | 1.14% | 156,592,494 | 15,862,961 | 11.27% | 4,625,742,275 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.90% | 0.07% | 124,943,066 | 9,413,685 | 8.15% | 3,690,818,169 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.06% | 0.89% | 98,123,310 | -2,437,646 | -2.42% | 2,898,562,578 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.78% | 0.75% | 89,043,128 | 89,043,128 | 100.00% | 2,630,334,001 | Jun 30, 2024 |
| DODGE & COX | 2.29% | 1.29% | 73,442,242 | -1,980,700 | -2.63% | 2,155,584,705 | Jun 30, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 1.69% | 5.17% | 54,060,137 | 5,508,422 | 11.35% | 1,591,242,341,000 | Jun 30, 2024 |
| FMR LLC | 1.54% | 0.09% | 49,329,403 | -14,026,184 | -22.14% | 1,453,195,096 | Jun 30, 2024 |
| CEVIAN CAPITAL II GP LTD | 1.37% | 43.57% | 43,787,401 | - | - | 1,293,479,826 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.33% | 0.10% | 42,664,848 | 808,178 | 1.93% | 1,260,319,605 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.29% | 0.27% | 41,389,783 | 41,027,134 | 11313.18% | 1,218,317,361 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 1.23% | 0.19% | 39,269,674 | 1,062,010 | 2.78% | 1,149,516,842 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.04% | 0.86% | 33,338,213 | 4,780,103 | 16.74% | 982,363,000 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 0.93% | 2.79% | 29,951,235 | 280,696 | 0.95% | 792,210,159 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.93% | 1.01% | 29,928,576 | -1,222,609 | -3.92% | 880,936,202 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.66% | 0.28% | 21,118,236 | -6,323,587 | -23.04% | 623,832,691 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.58% | 0.09% | 18,746,300 | -3,583,100 | -16.05% | 553,765,702 | Jun 30, 2024 |
| AMUNDI | 0.58% | 0.22% | 18,609,449 | -761,391 | -3.93% | 564,610,690 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.55% | 0.09% | 17,724,101 | -6,490,509 | -26.80% | 523,569,963 | Jun 30, 2024 |
| VONTOBEL HOLDING LTD. | 0.50% | 1.54% | 16,117,613 | 1,379,794 | 9.36% | 474,408,800 | Jun 30, 2024 |
UBS Group's largest institutional shareholder is NORGES BANK, holding 5.25% of the company's total share outstanding, currently valued at $4.95B. The top 10 institutional shareholders own together 28.09% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CEVIAN CAPITAL II GP LTD | 1.37% | 43.57% | 43,787,401 | - | - | 1,293,479,826 | Jun 30, 2024 |
| SUSQUEHANNA INTERNATIONAL SECURITIES, LTD. | 0.16% | 35.73% | 5,016,425 | 3,103,747 | 162.27% | 148,185,195 | Jun 30, 2024 |
| CHANNING GLOBAL ADVISORS, LLC | 0.02% | 13.77% | 559,170 | 27,879 | 5.25% | 16,461,755 | Jun 30, 2024 |
| BANQUE CANTONALE VAUDOISE | 0.24% | 8.93% | 7,631,688 | 476,078 | 6.65% | 224,631,000 | Jun 30, 2024 |
| VARENNE CAPITAL PARTNERS | 0.01% | 7.22% | 321,354 | -3,958 | -1.22% | 28,606,169 | Jun 30, 2024 |
| ARGA INVESTMENT MANAGEMENT, LP | 0.20% | 6.74% | 6,519,904 | 389,518 | 6.35% | 191,955,721 | Jun 30, 2024 |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 0.01% | 6.25% | 350,000 | - | - | 10,339,000 | Jun 30, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 1.69% | 5.17% | 54,060,137 | 5,508,422 | 11.35% | 1,591,242,341,000 | Jun 30, 2024 |
| SYSTRADE AG | 0.00% | 5.02% | 100,000 | 100,000 | 100.00% | 2,935,950 | Jun 30, 2024 |
| EXANE ASSET MANAGEMENT | 0.01% | 4.64% | 224,773 | 123,308 | 121.53% | 6,614,648 | Jun 30, 2024 |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 0.01% | 4.54% | 434,647 | -63,136 | -12.68% | 12,839,472 | Jun 30, 2024 |
| PROMETHOS CAPITAL, LLC | 0.01% | 4.50% | 400,804 | 40,558 | 11.26% | 11,882,532 | Jun 30, 2024 |
| POINT BREAK CAPITAL MANAGEMENT, LLC | 0.00% | 3.30% | 102,927 | 19,080 | 22.76% | 3,040,464 | Jun 30, 2024 |
| PATIENT CAPITAL MANAGEMENT, LLC | 0.06% | 3.18% | 2,028,937 | -310,963 | -13.29% | 59,934,794 | Jun 30, 2024 |
| ROVIDA ADVISORS INC. | 0.01% | 3.15% | 300,000 | - | - | 8,828,438 | Jun 30, 2024 |
| GARDNER LEWIS ASSET MANAGEMENT L P | 0.01% | 3.06% | 377,712 | - | - | 11,157,612 | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | 0.03% | 2.85% | 925,229 | -83,081 | -8.24% | 27,331,265 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 0.93% | 2.79% | 29,951,235 | 280,696 | 0.95% | 792,210,159 | Jun 30, 2024 |
| RPG FAMILY WEALTH ADVISORY, LLC | 0.01% | 2.57% | 264,084 | -182 | -0.07% | 7,801,041 | Jun 30, 2024 |
| PICTET NORTH AMERICA ADVISORS SA | 0.02% | 2.12% | 662,355 | - | - | 19,496,166 | Jun 30, 2024 |
The largest UBS Group shareholder by % of total assets is CEVIAN CAPITAL II GP LTD. The company owns 43.79M shares of UBS Group (UBS), representing 43.57% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 5.25% | 0.74% | 168,288,869 | 168,288,869 | 100.00% | 4,953,445,675 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.78% | 0.75% | 89,043,128 | 89,043,128 | 100.00% | 2,630,334,001 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.29% | 0.27% | 41,389,783 | 41,027,134 | 11313.18% | 1,218,317,361 | Jun 30, 2024 |
| UBS GROUP AG | 4.89% | 1.14% | 156,592,494 | 15,862,961 | 11.27% | 4,625,742,275 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.90% | 0.07% | 124,943,066 | 9,413,685 | 8.15% | 3,690,818,169 | Jun 30, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 1.69% | 5.17% | 54,060,137 | 5,508,422 | 11.35% | 1,591,242,341,000 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 0.16% | 0.59% | 5,186,506 | 5,186,506 | 100.00% | 152,688,612 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.04% | 0.86% | 33,338,213 | 4,780,103 | 16.74% | 982,363,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.36% | 0.06% | 11,401,590 | 4,496,405 | 65.12% | 335,602,137 | Jun 30, 2024 |
| SUSQUEHANNA INTERNATIONAL SECURITIES, LTD. | 0.16% | 35.73% | 5,016,425 | 3,103,747 | 162.27% | 148,185,195 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.08% | 0.04% | 2,467,461 | 2,467,461 | 100.00% | 72,888,798 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.31% | 0.89% | 9,779,265 | 1,649,115 | 20.28% | 287,803,000 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.05% | 0.11% | 1,570,650 | 1,570,650 | 100.00% | 46,231,575 | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | 0.13% | 0.81% | 4,252,522 | 1,516,471 | 55.43% | 125,075,806 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.06% | 0.09% | 2,050,000 | 1,450,000 | 241.67% | 54,222,500 | Jun 30, 2024 |
| VONTOBEL HOLDING LTD. | 0.50% | 1.54% | 16,117,613 | 1,379,794 | 9.36% | 474,408,800 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.07% | 0.04% | 2,173,977 | 1,377,271 | 172.87% | 63,941,309 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 1.23% | 0.19% | 39,269,674 | 1,062,010 | 2.78% | 1,149,516,842 | Jun 30, 2024 |
| AXA S.A. | 0.14% | 0.39% | 4,441,397 | 905,612 | 25.61% | 131,198,868 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.27% | 0.25% | 8,630,819 | 843,903 | 10.84% | 254,045,362 | Jun 30, 2024 |
As of Jun 30 2024, UBS Group's largest institutional buyer is NORGES BANK. The company purchased 168.29M stocks of UBS, valued at $4.95B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 1.54% | 0.09% | 49,329,403 | -14,026,184 | -22.14% | 1,453,195,096 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.07% | 0.02% | 2,149,849 | -7,683,787 | -78.14% | 63,829,298 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | - | - | - | -7,199,245 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.55% | 0.09% | 17,724,101 | -6,490,509 | -26.80% | 523,569,963 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.66% | 0.28% | 21,118,236 | -6,323,587 | -23.04% | 623,832,691 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.58% | 0.09% | 18,746,300 | -3,583,100 | -16.05% | 553,765,702 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.06% | 0.89% | 98,123,310 | -2,437,646 | -2.42% | 2,898,562,578 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.15% | 0.02% | 4,703,394 | -2,188,500 | -31.75% | 138,938,259 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.38% | 0.11% | 12,300,721 | -2,018,262 | -14.10% | 362,287,811 | Jun 30, 2024 |
| DODGE & COX | 2.29% | 1.29% | 73,442,242 | -1,980,700 | -2.63% | 2,155,584,705 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.27% | 0.02% | 8,630,696 | -1,898,654 | -18.03% | 254,950,770 | Jun 30, 2024 |
| UBS GROUP AG | 0.18% | 0.04% | 5,729,251 | -1,608,851 | -21.92% | 169,242,075 | Jun 30, 2024 |
| MORGAN STANLEY | 0.31% | 0.02% | 10,009,640 | -1,502,256 | -13.05% | 295,684,819 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.93% | 1.01% | 29,928,576 | -1,222,609 | -3.92% | 880,936,202 | Jun 30, 2024 |
| M&G PLC | 0.14% | 0.50% | 4,372,181 | -1,220,235 | -21.82% | 126,502,124 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.06% | 0.03% | 2,029,403 | -1,218,086 | -37.51% | 59,744,548 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.18% | 0.27% | 5,696,198 | -772,900 | -11.95% | 167,648,959 | Jun 30, 2024 |
| AMUNDI | 0.58% | 0.22% | 18,609,449 | -761,391 | -3.93% | 564,610,690 | Jun 30, 2024 |
| AZORA CAPITAL LP | - | - | - | -687,607 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.00% | 340,000 | -675,000 | -66.50% | 10,043,600 | Jun 30, 2024 |
As of Jun 30 2024, UBS Group's biggest institutional seller is FMR LLC. The company sold -14.03M shares of UBS, valued at $1.45B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 5.25% | 0.74% | 168,288,869 | 168,288,869 | 100.00% | 4,953,445,675 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.78% | 0.75% | 89,043,128 | 89,043,128 | 100.00% | 2,630,334,001 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 0.16% | 0.59% | 5,186,506 | 5,186,506 | 100.00% | 152,688,612 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.08% | 0.04% | 2,467,461 | 2,467,461 | 100.00% | 72,888,798 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.05% | 0.11% | 1,570,650 | 1,570,650 | 100.00% | 46,231,575 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.02% | 0.40% | 737,478 | 737,478 | 100.00% | 21,707,465 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.01% | 0.07% | 220,000 | 220,000 | 100.00% | 6,498,800 | Jun 30, 2024 |
| POINT72 HONG KONG LTD | 0.01% | 0.31% | 173,599 | 173,599 | 100.00% | 5,128,114 | Jun 30, 2024 |
| SIENNA GESTION | 0.00% | 0.41% | 156,978 | 156,978 | 100.00% | 4,617,911 | Jun 30, 2024 |
| SYSTRADE AG | 0.00% | 5.02% | 100,000 | 100,000 | 100.00% | 2,935,950 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.00% | 0.00% | 88,900 | 88,900 | 100.00% | 2,627,000 | Jun 30, 2024 |
| INVESTMENT HOUSE LLC | 0.00% | 0.11% | 64,818 | 64,818 | 100.00% | 1,914,724 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.03% | 58,449 | 58,449 | 100.00% | 1,748,678 | Jun 30, 2024 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 0.00% | 0.11% | 51,837 | 51,837 | 100.00% | 1,531,265 | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | 0.00% | 0.10% | 47,732 | 47,732 | 100.00% | 1,410,000 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.00% | 0.11% | 42,518 | 42,518 | 100.00% | 1,255,982 | Jun 30, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.00% | 0.01% | 35,448 | 35,448 | 100.00% | 1,047,828 | Jun 30, 2024 |
| TRIVANT CUSTOM PORTFOLIO GROUP, LLC | 0.00% | 0.60% | 33,150 | 33,150 | 100.00% | 979,251 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.01% | 30,985 | 30,985 | 100.00% | 915,290 | Jun 30, 2024 |
| 0.00% | 0.10% | 29,382 | 29,382 | 100.00% | 821,806 | Jun 30, 2024 | |
| SCIENCAST MANAGEMENT LP | 0.00% | 0.21% | 20,789 | 20,789 | 100.00% | 614,107 | Jun 30, 2024 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.00% | 0.03% | 16,016 | 16,016 | 100.00% | 473,000 | Jun 30, 2024 |
| BRIDGEWATER ADVISORS INC. | 0.00% | 0.05% | 14,477 | 14,477 | 100.00% | 436,771 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.00% | 0.00% | 14,000 | 14,000 | 100.00% | 370,300 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.00% | 0.07% | 12,668 | 12,668 | 100.00% | 374,213 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.00% | 0.08% | 12,562 | 12,562 | 100.00% | 371,081 | Jun 30, 2024 |
| SAX WEALTH ADVISORS, LLC | 0.00% | 0.03% | 11,773 | 11,773 | 100.00% | 347,779 | Jun 30, 2024 |
| BAROMETER CAPITAL MANAGEMENT INC. | 0.00% | 0.12% | 10,889 | 10,889 | 100.00% | 321,661 | Jun 30, 2024 |
| GENTRUST, LLC | 0.00% | 0.02% | 9,918 | 9,918 | 100.00% | 292,978 | Jun 30, 2024 |
| LEGACY FINANCIAL ADVISORS, INC. | 0.00% | 0.05% | 9,256 | 9,256 | 100.00% | 273,431 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.00% | 0.01% | 9,036 | 9,036 | 100.00% | 266,923 | Jun 30, 2024 |
| HARBOUR CAPITAL ADVISORS, LLC | 0.00% | 0.06% | 8,825 | 8,825 | 100.00% | 264,221 | Jun 30, 2024 |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.00% | 0.00% | 8,454 | 8,454 | 100.00% | 249,734 | Jun 30, 2024 |
| COLUMBIA ASSET MANAGEMENT | 0.00% | 0.05% | 8,268 | 8,268 | 100.00% | 244,000 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.01% | 7,511 | 7,511 | 100.00% | 221,875 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.00% | 0.01% | 7,440 | 7,440 | 100.00% | 219,778 | Jun 30, 2024 |
| RESOURCES INVESTMENT ADVISORS, LLC. | 0.00% | 0.00% | 7,323 | 7,323 | 100.00% | 216,321 | Jun 30, 2024 |
| WESTOVER CAPITAL ADVISORS, LLC | 0.00% | 0.06% | 7,300 | 7,300 | 100.00% | 215,642 | Jun 30, 2024 |
| 0.00% | 0.13% | 7,242 | 7,242 | 100.00% | 213,929 | Jun 30, 2024 | |
| ANGELES INVESTMENT ADVISORS, LLC | 0.00% | 0.01% | 7,175 | 7,175 | 100.00% | 211,950 | Jun 30, 2024 |
| CHICAGO TRUST CO NA | 0.00% | 0.04% | 6,797 | 6,797 | 100.00% | 200,782 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.00% | 0.00% | 6,400 | 6,400 | 100.00% | 189,056 | Jun 30, 2024 |
| STATE OF WYOMING | 0.00% | 0.03% | 5,847 | 5,847 | 100.00% | 172,720 | Jun 30, 2024 |
| VENTURI WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 4,096 | 4,096 | 100.00% | 120,997 | Jun 30, 2024 |
| HILLTOP NATIONAL BANK | 0.00% | 0.02% | 2,573 | 2,573 | 100.00% | 76,006 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 1,706 | 1,706 | 100.00% | 50,395 | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | - | 0.00% | 1,400 | 1,400 | 100.00% | 41,356 | Jun 30, 2024 |
| ADDISON ADVISORS LLC | - | 0.01% | 578 | 578 | 100.00% | 17,075 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | 540 | 540 | 100.00% | 15,951 | Jun 30, 2024 |
| PRIVATE OCEAN, LLC | - | 0.00% | 367 | 367 | 100.00% | 10,841 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 271 | 271 | 100.00% | 8,005 | Jun 30, 2024 |
| GROVE BANK & TRUST | - | 0.00% | 210 | 210 | 100.00% | 6,203 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | - | 0.00% | 200 | 200 | 100.00% | 5,908 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.00% | 184 | 184 | 100.00% | 5,434 | Jun 30, 2024 |
| ORG PARTNERS LLC | - | 0.00% | 181 | 181 | 100.00% | 5,419,000 | Jun 30, 2024 |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | - | 0.00% | 179 | 179 | 100.00% | 5,287 | Jun 30, 2024 |
| FAMILY FIRM, INC. | - | 0.00% | 153 | 153 | 100.00% | 4,520 | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | 0.00% | 139 | 139 | 100.00% | 4,107 | Jun 30, 2024 |
| MFA WEALTH ADVISORS, LLC | - | 0.00% | 99 | 99 | 100.00% | 2,924 | Jun 30, 2024 |
| RICHARDSON CAPITAL MANAGEMENT LLC | - | 0.00% | 89 | 89 | 100.00% | 2,629 | Jun 30, 2024 |
| COLONIAL TRUST CO / SC | - | 0.00% | 80 | 80 | 100.00% | 2,357 | Jun 30, 2024 |
| TYLER-STONE WEALTH MANAGEMENT | - | 0.00% | 66 | 66 | 100.00% | 1,950 | Jun 30, 2024 |
| MENDOTA FINANCIAL GROUP, LLC | - | 0.00% | 44 | 44 | 100.00% | 1,300 | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | 0.00% | 41 | 41 | 100.00% | 1,211 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | 0.00% | 36 | 36 | 100.00% | 1,063 | Jun 30, 2024 |
| TORTOISE INVESTMENT MANAGEMENT, LLC | - | - | 3 | 3 | 100.00% | 89 | Jun 30, 2024 |
UBS Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 168.29M shares, valued at $4.95B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | - | - | - | -7,199,245 | -100.00% | - | Jun 30, 2024 |
| AZORA CAPITAL LP | - | - | - | -687,607 | -100.00% | - | Jun 30, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | - | - | - | -349,396 | -100.00% | - | Jun 30, 2024 |
| KITE LAKE CAPITAL MANAGEMENT (UK) LLP | - | - | - | -310,227 | -100.00% | - | Jun 30, 2024 |
| CREDIT AGRICOLE S A | - | - | - | -300,000 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -250,000 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP LTD. | - | - | - | -245,197 | -100.00% | - | Jun 30, 2024 |
| POINTSTATE CAPITAL LP | - | - | - | -237,382 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -232,526 | -100.00% | - | Jun 30, 2024 |
| DELTA GLOBAL MANAGEMENT LP | - | - | - | -209,106 | -100.00% | - | Jun 30, 2024 |
| HIDDENITE CAPITAL PARTNERS LP | - | - | - | -180,000 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -156,423 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -128,390 | -100.00% | - | Jun 30, 2024 |
| GTS SECURITIES LLC | - | - | - | -104,064 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -75,500 | -100.00% | - | Jun 30, 2024 |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | - | - | - | -75,000 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -58,892 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -56,924 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -54,800 | -100.00% | - | Jun 30, 2024 |
| JBF CAPITAL, INC. | - | - | - | -52,500 | -100.00% | - | Jun 30, 2024 |
| LEVERAGE PARTNERS ABSOLUTE RETURN FUND SPC | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| NORDWAND ADVISORS, LLC | - | - | - | -46,513 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -45,965 | -100.00% | - | Jun 30, 2024 |
| CONNECTIVE PORTFOLIO MANAGEMENT, LLC | - | - | - | -36,826 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -26,240 | -100.00% | - | Jun 30, 2024 |
| IMC-CHICAGO, LLC | - | - | - | -23,300 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -20,233 | -100.00% | - | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | - | - | - | -19,800 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -19,475 | -100.00% | - | Jun 30, 2024 |
| ALPS ADVISORS INC | - | - | - | -17,341 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -16,900 | -100.00% | - | Jun 30, 2024 |
| BROWN ADVISORY INC | - | - | - | -13,671 | -100.00% | - | Jun 30, 2024 |
| CAAS CAPITAL MANAGEMENT LP | - | - | - | -13,000 | -100.00% | - | Jun 30, 2024 |
| HAP TRADING, LLC | - | - | - | -10,900 | -100.00% | - | Jun 30, 2024 |
| JGP GLOBAL GESTAO DE RECURSOS LTDA. | - | - | - | -10,723 | -100.00% | - | Jun 30, 2024 |
| DILIGENT INVESTORS, LLC | - | - | - | -10,051 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| REDHAWK WEALTH ADVISORS, INC. | - | - | - | -9,967 | -100.00% | - | Jun 30, 2024 |
| BEACON POINTE ADVISORS, LLC | - | - | - | -9,281 | -100.00% | - | Jun 30, 2024 |
| BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -9,164 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -8,704 | -100.00% | - | Jun 30, 2024 |
| FULLERTON FUND MANAGEMENT CO LTD. | - | - | - | -7,576 | -100.00% | - | Jun 30, 2024 |
| OLD NATIONAL BANCORP /IN/ | - | - | - | -7,318 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -6,900 | -100.00% | - | Jun 30, 2024 |
| GRANITE GROUP ADVISORS, LLC | - | - | - | -6,543 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -3,480 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| LMR PARTNERS LLP | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -1,272 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -676 | -100.00% | - | Jun 30, 2024 |
| MAIN STREET GROUP, LTD | - | - | - | -437 | -100.00% | - | Jun 30, 2024 |
| SANDY SPRING BANK | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | - | - | - | -171 | -100.00% | - | Jun 30, 2024 |
| PLANTE MORAN FINANCIAL ADVISORS, LLC | - | - | - | -102 | -100.00% | - | Jun 30, 2024 |
| BOKF, NA | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| CHERRY TREE WEALTH MANAGEMENT, LLC | - | - | - | -75 | -100.00% | - | Jun 30, 2024 |
| KIELY WEALTH ADVISORY GROUP, INC. | - | - | - | -75 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -57 | -100.00% | - | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| MCCLARREN FINANCIAL ADVISORS, INC. | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
| SEMMAX FINANCIAL ADVISORS INC. | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
UBS Group's largest sold out institutional shareholder by shares sold is SUMITOMO MITSUI TRUST HOLDINGS, INC., sold -7.20M 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 |
| VANGUARD VALLEY FORGE FUNDS | 3.24% | 1,690,000 | - | - | Mar 31, 2024 |
| SWISS HELVETIA FUND, INC. | 2.78% | 216,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.11% | 1,100,000 | - | - | Mar 31, 2024 |
| 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 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| CALDWELL & ORKIN FUNDS INC | 1.52% | 20,729 | - | - | Jan 31, 2024 |
| Pioneer Series Trust IV | 1.47% | 31,703,000 | - | - | Jan 31, 2024 |
| PERMANENT PORTFOLIO FAMILY OF FUNDS | 1.32% | 15,000,000 | - | - | Jan 31, 2024 |
| Chesapeake Investment Trust | 1.31% | 68,175 | 68,175 | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 1.30% | 1,075,000 | - | - | Dec 31, 2023 |
| First Trust Intermediate Duration Preferred & Income Fund | 1.25% | 19,220,000 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 1.21% | 1,000,000 | - | - | Dec 31, 2023 |
| DELAWARE GROUP CASH RESERVE | 1.20% | 1,500,000 | - | - | Mar 28, 2024 |
| Nuveen Preferred & Income Securities Fund | 1.12% | 25,000,000 | - | - | Oct 31, 2023 |
| JNL INVESTORS SERIES TRUST | 1.09% | 3,636,000 | - | - | Sep 30, 2020 |
| JOHN HANCOCK CAPITAL SERIES | 1.08% | 1,134,366 | - | - | Jan 31, 2024 |
| LORD ASSET MANAGEMENT TRUST | 1.07% | 39,000 | - | - | Oct 31, 2022 |
| Northern Lights Fund Trust | 1.05% | 85,123,000 | - | - | Jan 31, 2024 |
| COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | 1.05% | 70,000,000 | 70,000,000 | - | Dec 31, 2023 |
| First Trust Intermediate Duration Preferred & Income Fund | 1.03% | 15,730,000 | - | - | Jan 31, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 1.01% | 525,000 | - | - | Jun 30, 2023 |
| Cohen & Steers Preferred Securities & Income SMA Shares, Inc. | 0.99% | 3,600,000 | 3,600,000 | - | Jan 31, 2024 |
| FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND | 0.99% | 197,086 | - | - | Sep 29, 2023 |
| Natixis ETF Trust | 0.98% | 200,000 | - | - | Mar 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.98% | 15,000,000 | - | - | Jan 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.96% | 8,150,000 | - | - | Jan 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.96% | 8,150,000 | - | - | Jan 31, 2024 |
| John Hancock Collateral Trust | 0.92% | 8,882,000 | - | - | Sep 30, 2021 |
| BlackRock Private Investments Fund | 0.84% | 1,380,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Select Preferred & Income Fund, Inc. | 0.83% | 3,600,000 | 3,600,000 | - | Dec 31, 2023 |
| Invesco Management Trust | 0.79% | 15,000,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.79% | 4,650,000 | - | - | Feb 29, 2024 |
| Invesco Management Trust | 0.79% | 14,927,000 | - | - | Feb 29, 2024 |
| BlackRock Private Investments Fund | 0.76% | 1,250,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 0.74% | 8,400,000 | 8,400,000 | - | Dec 31, 2023 |
| abrdn Income Credit Strategies Fund | 0.74% | 3,867,000 | 3,867,000 | - | Jan 31, 2024 |
| Cohen & Steers Alternative Income Fund, Inc. | 0.74% | 200,000 | - | - | Jan 31, 2024 |
| INVESCO BLDRS INDEX FUNDS TRUST | 0.74% | 41,870 | - | - | Dec 31, 2022 |
| Invesco Management Trust | 0.74% | 13,889,000 | - | - | Feb 29, 2024 |
| Nuveen Preferred & Income Opportunities Fund | 0.73% | 23,385,000 | 23,385,000 | - | Jan 31, 2024 |
| Cohen & Steers Preferred Securities & Income SMA Shares, Inc. | 0.72% | 2,600,000 | 2,600,000 | - | Jan 31, 2024 |
| Nuveen Preferred & Income Term Fund | 0.71% | 3,965,000 | 3,965,000 | - | Jan 31, 2024 |
| Ultimus Managers Trust | 0.70% | 8,150,000 | - | - | Feb 29, 2024 |
| FIRST TRUST SERIES FUND | 0.69% | 2,400,000 | - | - | Jan 31, 2024 |
| MFS INTERMEDIATE INCOME TRUST | 0.69% | 2,449,000 | - | - | Jan 31, 2024 |
| COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | 0.67% | 44,500,000 | 44,500,000 | - | Dec 31, 2023 |
| Invesco Management Trust | 0.66% | 12,536,000 | - | - | Feb 29, 2024 |
| Nuveen Variable Rate Preferred & Income Fund | 0.66% | 4,325,000 | 4,325,000 | - | Jan 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.65% | 10,000,000 | - | - | Jan 31, 2024 |
| Cohen & Steers Select Preferred & Income Fund, Inc. | 0.65% | 2,800,000 | 2,800,000 | - | Dec 31, 2023 |
| Nuveen Preferred & Income Opportunities Fund | 0.64% | 20,465,000 | 20,465,000 | - | Jan 31, 2024 |
| Nuveen Preferred & Income Term Fund | 0.62% | 3,465,000 | 3,465,000 | - | Jan 31, 2024 |
| Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 0.62% | 12,200,000 | 12,200,000 | - | Jan 31, 2024 |
| Trust for Advised Portfolios | 0.62% | 12,492,000 | - | - | Dec 31, 2023 |
| 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 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.56% | 885,000 | - | - | Feb 29, 2024 |
| BBH Trust | 0.56% | 53,570,000 | - | - | Jan 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.56% | 3,000,000 | 3,000,000 | - | Sep 30, 2019 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.56% | 200,000 | - | - | Mar 31, 2024 |
| Nuveen Investment Trust V | 0.53% | 26,900,000 | 22,280,000 | 482.25% | Feb 29, 2024 |
| Invesco Management Trust | 0.53% | 10,000,000 | - | - | Feb 29, 2024 |
| John Hancock Collateral Trust | 0.52% | 5,000,000 | 5,000,000 | - | Sep 30, 2021 |
| COHEN & STEERS REIT & PREFERRED & INCOME FUND INC | 0.52% | 5,000,000 | 5,000,000 | - | Dec 31, 2023 |
| TEMPLETON GROWTH FUND INC | 0.51% | 4,804,227 | - | - | Feb 29, 2024 |
| Invesco Management Trust | 0.50% | 9,500,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.50% | 2,935,000 | - | - | Feb 29, 2024 |
| BlackRock Multi-Sector Opportunities Trust | 0.50% | 850,000 | - | - | Dec 31, 2023 |
| DELAWARE VIP TRUST | 0.50% | 1,795,000 | - | - | Mar 28, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.50% | 580,000 | - | - | Mar 28, 2024 |
| PPM Funds | 0.50% | 400,000 | - | - | Mar 31, 2024 |
| Nuveen Investment Trust V | 0.49% | 24,805,000 | 12,210,000 | 96.94% | Feb 29, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.49% | 7,800,000 | 7,800,000 | - | Jan 31, 2024 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 0.49% | 3,270,000 | 3,270,000 | - | Jan 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.48% | 2,845,000 | - | - | Feb 29, 2024 |
| BNY Mellon Investment Funds VII, Inc. | 0.48% | 500,000 | - | - | Jan 31, 2024 |
| CARILLON SERIES TRUST | 0.48% | 26,790,000 | 440,000 | 1.67% | Mar 31, 2024 |
| Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 0.48% | 5,400,000 | 5,400,000 | - | Dec 31, 2023 |
| MFS INTERMEDIATE INCOME TRUST | 0.47% | 1,680,000 | - | - | Jan 31, 2024 |
| Invesco High Income Trust II | 0.47% | 530,000 | 530,000 | - | Feb 29, 2024 |
| COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.45% | 200,000 | 200,000 | - | Dec 31, 2023 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.45% | 700,000 | - | - | Feb 29, 2024 |
| Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 0.44% | 8,800,000 | 8,800,000 | - | Jan 31, 2024 |
| Nuveen Global High Income Fund | 0.44% | 2,030,000 | 1,000,000 | 97.09% | Mar 31, 2024 |
| Invesco Bond Fund | 0.44% | 810,000 | - | - | Feb 29, 2024 |
| Cohen & Steers Real Estate Opportunities & Income Fund | 0.43% | 1,000,000 | 1,000,000 | - | Dec 31, 2023 |
| 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 |
| PFM Multi-Manager Series Trust | 0.41% | 340,000 | - | - | Dec 31, 2023 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.40% | 6,200,000 | - | - | Jan 31, 2024 |
| Thrivent Core Funds | 0.40% | 25,559,000 | - | - | Jan 31, 2024 |
| PERMANENT PORTFOLIO FAMILY OF FUNDS | 0.40% | 4,500,000 | - | - | Jan 31, 2024 |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | 0.38% | 4,845,000 | 4,845,000 | - | Mar 31, 2024 |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | 0.38% | 4,807,000 | 3,167,000 | 193.11% | Mar 31, 2024 |
| TEMPLETON FUNDS | 0.38% | 2,003,650 | - | - | Feb 29, 2024 |
| Thrivent Core Funds | 0.37% | 23,565,000 | - | - | Jan 31, 2024 |
| COHEN & STEERS REIT & PREFERRED & INCOME FUND INC | 0.35% | 3,400,000 | 3,400,000 | - | Dec 31, 2023 |
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 % |
|---|---|---|
| 30 Jun, 24 | 293 | -49.04% |
| 31 Mar, 24 | 575 | 2.50% |
| 31 Dec, 23 | 561 | 9.14% |
| 30 Sep, 23 | 514 | 7.76% |
| 30 Jun, 23 | 477 | 4.84% |
| 31 Mar, 23 | 455 | 17.88% |
| 31 Dec, 22 | 386 | 2.12% |
| 30 Sep, 22 | 378 | 0.80% |
| 30 Jun, 22 | 375 | -4.58% |
| 31 Mar, 22 | 393 | 3.69% |
| 31 Dec, 21 | 379 | 1.88% |
| 30 Sep, 21 | 372 | -1.33% |
| 30 Jun, 21 | 377 | 4.14% |
| 31 Mar, 21 | 362 | 1.12% |
| 31 Dec, 20 | 358 | 10.84% |
| 30 Sep, 20 | 323 | -0.31% |
| 30 Jun, 20 | 324 | - |
| 31 Mar, 20 | 324 | 0.93% |
| 31 Dec, 19 | 321 | 1.90% |
| 30 Sep, 19 | 315 | -3.96% |
| 30 Jun, 19 | 328 | -7.34% |
| 31 Mar, 19 | 354 | 5.36% |
| 31 Dec, 18 | 336 | 2.44% |
| 30 Sep, 18 | 328 | 3.80% |
| 30 Jun, 18 | 316 | -4.82% |
| 31 Mar, 18 | 332 | 7.79% |
| 31 Dec, 17 | 308 | 10.79% |
| 30 Sep, 17 | 278 | -1.42% |
| 30 Jun, 17 | 282 | 4.44% |
| 31 Mar, 17 | 270 | -2.88% |
| 31 Dec, 16 | 278 | 14.40% |
| 30 Sep, 16 | 243 | -8.30% |
| 30 Jun, 16 | 265 | 4.33% |
| 31 Mar, 16 | 254 | -4.15% |
| 31 Dec, 15 | 265 | 6.43% |
| 30 Sep, 15 | 249 | 14.75% |
| 30 Jun, 15 | 217 | 16.67% |
| 31 Mar, 15 | 186 | 24.83% |
| 31 Dec, 14 | 149 | - |
| 30 Jun, 10 | 1 | - |
As of 30 Jun 24, 293 institutions are holding UBS Group's shares, representing a decrease of -49.04% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 293,938,500 | -75.82% |
| 31 Mar, 24 | 1,215,488,089 | -8.92% |
| 31 Dec, 23 | 1,334,544,500 | 20.97% |
| 30 Sep, 23 | 1,103,164,093 | 0.49% |
| 30 Jun, 23 | 1,097,735,419 | -22.21% |
| 31 Mar, 23 | 1,411,071,639 | 12.14% |
| 31 Dec, 22 | 1,258,308,352 | -0.62% |
| 30 Sep, 22 | 1,266,185,487 | -1.97% |
| 30 Jun, 22 | 1,291,601,500 | -4.89% |
| 31 Mar, 22 | 1,357,988,289 | -1.78% |
| 31 Dec, 21 | 1,382,584,090 | 4.47% |
| 30 Sep, 21 | 1,323,476,617 | 1.36% |
| 30 Jun, 21 | 1,305,681,693 | -0.52% |
| 31 Mar, 21 | 1,312,569,875 | 0.84% |
| 31 Dec, 20 | 1,301,652,848 | 1.21% |
| 30 Sep, 20 | 1,286,038,245 | 2.17% |
| 30 Jun, 20 | 1,258,740,876 | 1.03% |
| 31 Mar, 20 | 1,245,854,155 | -5.17% |
| 31 Dec, 19 | 1,313,780,014 | 9.42% |
| 30 Sep, 19 | 1,200,690,150 | -12.13% |
| 30 Jun, 19 | 1,366,467,161 | 8.17% |
| 31 Mar, 19 | 1,263,304,177 | -11.84% |
| 31 Dec, 18 | 1,433,040,468 | -1.13% |
| 30 Sep, 18 | 1,449,368,994 | 8.11% |
| 30 Jun, 18 | 1,340,616,286 | -4.17% |
| 31 Mar, 18 | 1,398,918,851 | -1.18% |
| 31 Dec, 17 | 1,415,596,145 | 3.98% |
| 30 Sep, 17 | 1,361,355,804 | 1.55% |
| 30 Jun, 17 | 1,340,569,787 | 19.85% |
| 31 Mar, 17 | 1,118,552,887 | 1.47% |
| 31 Dec, 16 | 1,102,369,124 | 12.72% |
| 30 Sep, 16 | 977,987,247 | -5.99% |
| 30 Jun, 16 | 1,040,304,300 | 1.55% |
| 31 Mar, 16 | 1,024,407,252 | -0.90% |
| 31 Dec, 15 | 1,033,661,926 | -1.35% |
| 30 Sep, 15 | 1,047,837,777 | 20.40% |
| 30 Jun, 15 | 870,277,128 | 5.32% |
| 31 Mar, 15 | 826,301,858 | 21.81% |
| 31 Dec, 14 | 678,369,298 | - |
| 30 Jun, 10 | 123 | - |
UBS Group (UBS) has 293.94M shares outstanding as of 30 Jun 24, down -75.82% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 9.17% | 0.65% |
| 31 Mar, 24 | 37.66% | 2.20% |
| 31 Dec, 23 | 41.35% | 3.21% |
| 30 Sep, 23 | 35.90% | 2.81% |
| 30 Jun, 23 | 35.72% | 1.69% |
| 31 Mar, 23 | 45.92% | 2.86% |
| 31 Dec, 22 | 40.05% | 2.59% |
| 30 Sep, 22 | 39.36% | 2.58% |
| 30 Jun, 22 | 39.09% | 2.42% |
| 31 Mar, 22 | 40.17% | 2.47% |
| 31 Dec, 21 | 40.34% | 2.76% |
| 30 Sep, 21 | 38.21% | 2.75% |
| 30 Jun, 21 | 37.28% | 2.71% |
| 31 Mar, 21 | 37.09% | 2.79% |
| 31 Dec, 20 | 36.47% | 2.84% |
| 30 Sep, 20 | 35.85% | 2.91% |
| 30 Jun, 20 | 35.12% | 2.92% |
| 31 Mar, 20 | 34.69% | 2.63% |
| 31 Dec, 19 | 36.29% | 3.32% |
| 30 Sep, 19 | 33.07% | 2.42% |
| 30 Jun, 19 | 36.98% | 3.16% |
| 31 Mar, 19 | 34.20% | 2.32% |
| 31 Dec, 18 | 38.42% | 2.54% |
| 30 Sep, 18 | 38.86% | 3.04% |
| 30 Jun, 18 | 35.75% | 2.54% |
| 31 Mar, 18 | 37.52% | 2.59% |
| 31 Dec, 17 | 38.09% | 2.84% |
| 30 Sep, 17 | 36.62% | 2.81% |
| 30 Jun, 17 | 36.08% | 3.98% |
| 31 Mar, 17 | 30.13% | 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 | 27.55% | 3.45% |
| 30 Sep, 15 | 28.25% | 4.99% |
| 30 Jun, 15 | 23.79% | 4.62% |
| 31 Mar, 15 | 22.69% | 6.82% |
| 31 Dec, 14 | 18.23% | - |
| 30 Jun, 10 | - | - |
As of 30 Jun 24, UBS Group is held by 9.17% institutional shareholders, representing a 0.65% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 140 | -47.57% |
| 31 Mar, 24 | 267 | -2.55% |
| 31 Dec, 23 | 274 | 17.60% |
| 30 Sep, 23 | 233 | -10.38% |
| 30 Jun, 23 | 260 | 14.04% |
| 31 Mar, 23 | 228 | 32.56% |
| 31 Dec, 22 | 172 | 6.83% |
| 30 Sep, 22 | 161 | -4.17% |
| 30 Jun, 22 | 168 | -4.00% |
| 31 Mar, 22 | 175 | -5.91% |
| 31 Dec, 21 | 186 | 5.68% |
| 30 Sep, 21 | 176 | -7.37% |
| 30 Jun, 21 | 190 | -0.52% |
| 31 Mar, 21 | 191 | -3.05% |
| 31 Dec, 20 | 197 | 37.76% |
| 30 Sep, 20 | 143 | -2.05% |
| 30 Jun, 20 | 146 | -8.18% |
| 31 Mar, 20 | 159 | 10.42% |
| 31 Dec, 19 | 144 | 22.03% |
| 30 Sep, 19 | 118 | -15.71% |
| 30 Jun, 19 | 140 | -20.00% |
| 31 Mar, 19 | 175 | 6.71% |
| 31 Dec, 18 | 164 | -0.61% |
| 30 Sep, 18 | 165 | 30.95% |
| 30 Jun, 18 | 126 | -23.64% |
| 31 Mar, 18 | 165 | 13.79% |
| 31 Dec, 17 | 145 | 13.28% |
| 30 Sep, 17 | 128 | -11.72% |
| 30 Jun, 17 | 145 | 18.85% |
| 31 Mar, 17 | 122 | -16.44% |
| 31 Dec, 16 | 146 | 52.08% |
| 30 Sep, 16 | 96 | -25.00% |
| 30 Jun, 16 | 128 | 4.92% |
| 31 Mar, 16 | 122 | 0.83% |
| 31 Dec, 15 | 121 | -20.92% |
| 30 Sep, 15 | 153 | 22.40% |
| 30 Jun, 15 | 125 | 12.61% |
| 31 Mar, 15 | 111 | -23.97% |
| 31 Dec, 14 | 146 | - |
| 30 Jun, 10 | 1 | - |
140 institutional shareholders have increased their position in UBS stock as of 30 Jun 24 compared to 267 in the previous quarter (a -47.57% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 96 | -49.47% |
| 31 Mar, 24 | 190 | 7.95% |
| 31 Dec, 23 | 176 | 6.02% |
| 30 Sep, 23 | 166 | 12.93% |
| 30 Jun, 23 | 147 | -6.96% |
| 31 Mar, 23 | 158 | 5.33% |
| 31 Dec, 22 | 150 | 2.74% |
| 30 Sep, 22 | 146 | 6.57% |
| 30 Jun, 22 | 137 | -2.14% |
| 31 Mar, 22 | 140 | 23.89% |
| 31 Dec, 21 | 113 | - |
| 30 Sep, 21 | 113 | 0.89% |
| 30 Jun, 21 | 112 | 24.44% |
| 31 Mar, 21 | 90 | -11.76% |
| 31 Dec, 20 | 102 | -15.70% |
| 30 Sep, 20 | 121 | 8.04% |
| 30 Jun, 20 | 112 | 19.15% |
| 31 Mar, 20 | 94 | -12.15% |
| 31 Dec, 19 | 107 | -6.14% |
| 30 Sep, 19 | 114 | 1.79% |
| 30 Jun, 19 | 112 | 16.67% |
| 31 Mar, 19 | 96 | -11.11% |
| 31 Dec, 18 | 108 | 18.68% |
| 30 Sep, 18 | 91 | -14.95% |
| 30 Jun, 18 | 107 | 20.22% |
| 31 Mar, 18 | 89 | -6.32% |
| 31 Dec, 17 | 95 | 23.38% |
| 30 Sep, 17 | 77 | -2.53% |
| 30 Jun, 17 | 79 | -7.06% |
| 31 Mar, 17 | 85 | 2.41% |
| 31 Dec, 16 | 83 | -10.75% |
| 30 Sep, 16 | 93 | 6.90% |
| 30 Jun, 16 | 87 | -1.14% |
| 31 Mar, 16 | 88 | -4.35% |
| 31 Dec, 15 | 92 | 41.54% |
| 30 Sep, 15 | 65 | 6.56% |
| 30 Jun, 15 | 61 | 22.00% |
| 31 Mar, 15 | 50 | - |
| 31 Dec, 14 | - | - |
| 30 Jun, 10 | - | - |
96 institutional shareholders have reduced their position in UBS stock as of 30 Jun 24 compared to 190 in the previous quarter (a -49.47% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 293 | -49.04% | 293,938,500 | -75.82% | 9.17% | 0.65% | 140 | -47.57% | 96 | -49.47% |
| 31 Mar, 24 | 575 | 2.50% | 1,215,488,089 | -8.92% | 37.66% | 2.20% | 267 | -2.55% | 190 | 7.95% |
| 31 Dec, 23 | 561 | 9.14% | 1,334,544,500 | 20.97% | 41.35% | 3.21% | 274 | 17.60% | 176 | 6.02% |
| 30 Sep, 23 | 514 | 7.76% | 1,103,164,093 | 0.49% | 35.90% | 2.81% | 233 | -10.38% | 166 | 12.93% |
| 30 Jun, 23 | 477 | 4.84% | 1,097,735,419 | -22.21% | 35.72% | 1.69% | 260 | 14.04% | 147 | -6.96% |
| 31 Mar, 23 | 455 | 17.88% | 1,411,071,639 | 12.14% | 45.92% | 2.86% | 228 | 32.56% | 158 | 5.33% |
| 31 Dec, 22 | 386 | 2.12% | 1,258,308,352 | -0.62% | 40.05% | 2.59% | 172 | 6.83% | 150 | 2.74% |
| 30 Sep, 22 | 378 | 0.80% | 1,266,185,487 | -1.97% | 39.36% | 2.58% | 161 | -4.17% | 146 | 6.57% |
| 30 Jun, 22 | 375 | -4.58% | 1,291,601,500 | -4.89% | 39.09% | 2.42% | 168 | -4.00% | 137 | -2.14% |
| 31 Mar, 22 | 393 | 3.69% | 1,357,988,289 | -1.78% | 40.17% | 2.47% | 175 | -5.91% | 140 | 23.89% |
| 31 Dec, 21 | 379 | 1.88% | 1,382,584,090 | 4.47% | 40.34% | 2.76% | 186 | 5.68% | 113 | - |
| 30 Sep, 21 | 372 | -1.33% | 1,323,476,617 | 1.36% | 38.21% | 2.75% | 176 | -7.37% | 113 | 0.89% |
| 30 Jun, 21 | 377 | 4.14% | 1,305,681,693 | -0.52% | 37.28% | 2.71% | 190 | -0.52% | 112 | 24.44% |
| 31 Mar, 21 | 362 | 1.12% | 1,312,569,875 | 0.84% | 37.09% | 2.79% | 191 | -3.05% | 90 | -11.76% |
| 31 Dec, 20 | 358 | 10.84% | 1,301,652,848 | 1.21% | 36.47% | 2.84% | 197 | 37.76% | 102 | -15.70% |
| 30 Sep, 20 | 323 | -0.31% | 1,286,038,245 | 2.17% | 35.85% | 2.91% | 143 | -2.05% | 121 | 8.04% |
| 30 Jun, 20 | 324 | - | 1,258,740,876 | 1.03% | 35.12% | 2.92% | 146 | -8.18% | 112 | 19.15% |
| 31 Mar, 20 | 324 | 0.93% | 1,245,854,155 | -5.17% | 34.69% | 2.63% | 159 | 10.42% | 94 | -12.15% |
| 31 Dec, 19 | 321 | 1.90% | 1,313,780,014 | 9.42% | 36.29% | 3.32% | 144 | 22.03% | 107 | -6.14% |
| 30 Sep, 19 | 315 | -3.96% | 1,200,690,150 | -12.13% | 33.07% | 2.42% | 118 | -15.71% | 114 | 1.79% |
| 30 Jun, 19 | 328 | -7.34% | 1,366,467,161 | 8.17% | 36.98% | 3.16% | 140 | -20.00% | 112 | 16.67% |
| 31 Mar, 19 | 354 | 5.36% | 1,263,304,177 | -11.84% | 34.20% | 2.32% | 175 | 6.71% | 96 | -11.11% |
| 31 Dec, 18 | 336 | 2.44% | 1,433,040,468 | -1.13% | 38.42% | 2.54% | 164 | -0.61% | 108 | 18.68% |
| 30 Sep, 18 | 328 | 3.80% | 1,449,368,994 | 8.11% | 38.86% | 3.04% | 165 | 30.95% | 91 | -14.95% |
| 30 Jun, 18 | 316 | -4.82% | 1,340,616,286 | -4.17% | 35.75% | 2.54% | 126 | -23.64% | 107 | 20.22% |
| 31 Mar, 18 | 332 | 7.79% | 1,398,918,851 | -1.18% | 37.52% | 2.59% | 165 | 13.79% | 89 | -6.32% |
| 31 Dec, 17 | 308 | 10.79% | 1,415,596,145 | 3.98% | 38.09% | 2.84% | 145 | 13.28% | 95 | 23.38% |
| 30 Sep, 17 | 278 | -1.42% | 1,361,355,804 | 1.55% | 36.62% | 2.81% | 128 | -11.72% | 77 | -2.53% |
| 30 Jun, 17 | 282 | 4.44% | 1,340,569,787 | 19.85% | 36.08% | 3.98% | 145 | 18.85% | 79 | -7.06% |
| 31 Mar, 17 | 270 | -2.88% | 1,118,552,887 | 1.47% | 30.13% | 3.42% | 122 | -16.44% | 85 | 2.41% |
| 31 Dec, 16 | 278 | 14.40% | 1,102,369,124 | 12.72% | 29.68% | 4.27% | 146 | 52.08% | 83 | -10.75% |
| 30 Sep, 16 | 243 | -8.30% | 977,987,247 | -5.99% | 26.37% | 3.37% | 96 | -25.00% | 93 | 6.90% |
| 30 Jun, 16 | 265 | 4.33% | 1,040,304,300 | 1.55% | 27.97% | 3.73% | 128 | 4.92% | 87 | -1.14% |
| 31 Mar, 16 | 254 | -4.15% | 1,024,407,252 | -0.90% | 27.38% | 3.61% | 122 | 0.83% | 88 | -4.35% |
| 31 Dec, 15 | 265 | 6.43% | 1,033,661,926 | -1.35% | 27.55% | 3.45% | 121 | -20.92% | 92 | 41.54% |
| 30 Sep, 15 | 249 | 14.75% | 1,047,837,777 | 20.40% | 28.25% | 4.99% | 153 | 22.40% | 65 | 6.56% |
| 30 Jun, 15 | 217 | 16.67% | 870,277,128 | 5.32% | 23.79% | 4.62% | 125 | 12.61% | 61 | 22.00% |
| 31 Mar, 15 | 186 | 24.83% | 826,301,858 | 21.81% | 22.69% | 6.82% | 111 | -23.97% | 50 | - |
| 31 Dec, 14 | 149 | - | 678,369,298 | - | 18.23% | - | 146 | - | - | - |
| 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 |
|---|---|
| BCS | Barclays PLC |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. |
| NU | Nu Holdings Ltd. |
| JPM | JPMorgan Chase & Co. |
| BAC | Bank of America Corporation |
| ING | ING Groep N.V. |
| HSBC | HSBC Holdings plc |
| NWG | NatWest Group plc |
| RY | Royal Bank of Canada |
| TD | The Toronto-Dominion Bank |
| C | Citigroup Inc. |
| SAN | Banco Santander, S.A. |
| WFC | Wells Fargo & Company |
UBS Ownership FAQ
Who Owns UBS Group?
UBS Group is owned by institutional shareholders (9.17%), insiders (0.05%), and public (90.78%). The largest institutional shareholder of UBS Group is NORGES BANK (5.25% 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 NORGES BANK, UBS GROUP AG, VANGUARD GROUP INC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, and UBS ASSET MANAGEMENT AMERICAS INC. The top five shareholders own together 19.87% of the company's share outstanding.
How many UBS Group shareholders are there?
As of Jun 2024, there are 293 institutional shareholders of UBS Group.
What percentage of UBS Group is owned by NORGES BANK?
NORGES BANK owns 168.29M shares of UBS Group, representing 5.25% of the company's total shares outstanding, valued at $4.95B (as of Jun 2024).
What percentage of UBS Group is owned by UBS GROUP AG?
As of Jun 2024, UBS GROUP AG holds 156.59M shares of UBS Group (UBS), compromising 4.89% of the company, valued at $4.63B.
What percentage of UBS Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of UBS Group. The company owns 124.94M of the company's shares outstanding (worth $3.69B).