UBS Group Ownership | Who Owns UBS Group?
UBS Group Ownership Summary
UBS Group is owned by 32.83% institutional investors, 0.06% insiders, and 67.11% retail investors. Vanguard group is the largest institutional shareholder, holding 4.38% of UBS shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.50% of its assets in UBS Group shares.
UBS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UBS Group | 32.83% | 0.06% | 67.11% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Diversified Banks Stocks | 38.52% | 3.20% | 58.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 139.11M | 4.38% | $6.42B |
| Ubs group | 107.14M | 2.77% | $5.31B |
| Vanguard capital management | 98.08M | 2.53% | $4.86B |
| Norges bank | 95.85M | 2.48% | $4.75B |
| Fisher asset management | 64.92M | 1.68% | $3.22B |
| Massachusetts financial services co /ma/ | 62.93M | 1.63% | $3.20B |
| Wellington management group llp | 59.55M | 1.54% | $2.96B |
| Fmr | 55.54M | 1.44% | $2.75B |
| Zurcher kantonalbank (zurich cantonalbank) | 55.23M | 1.43% | $2.74B |
| Cevian capital ii gp | 48.12M | 1.24% | $2.38B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cevian capital ii gp | 48.12M | 64.50% | $2.38B |
| Crocodile capital partners gmbh | 1.17M | 39.44% | $57.99M |
| Susquehanna securities | 5.02M | 35.73% | $148.19M |
| Systrade | 627.30K | 19.46% | $31.09M |
| Channing global advisors | 672.40K | 17.28% | $33.39M |
| Haven global partners | 423.02K | 16.10% | $21.01M |
| Varenne capital partners | 321.35K | 7.22% | $28.61M |
| Black diamond capital management | 350.00K | 6.90% | $11.84M |
| Helios capital management pte. | 136.00K | 6.58% | $6.74M |
| Caisse des depots et consignations | 7.81M | 6.56% | $387.96M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 95.85M | 0.47% | 95.85M |
| Assenagon asset management | 16.54M | 1.02% | 16.28M |
| Wellington management group llp | 59.55M | 0.51% | 9.63M |
| Dimensional fund advisors lp | 4.89M | 0.04% | 4.89M |
| Goldman sachs group | 19.81M | 0.09% | 4.46M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 14.55M | 0.09% | -8.95M |
| Deutsche bank ag\ | 24.15M | 0.35% | -7.78M |
| Sumitomo mitsui trust | - | - | -7.20M |
| Pzena investment management | 22.60M | 2.66% | -3.94M |
| Axa | - | - | -3.61M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 95.85M | 0.47% | 95.85M | $4.75B |
| Dimensional fund advisors lp | 4.89M | 0.04% | 4.89M | $242.54M |
| Axa investment managers | 4.22M | 1.12% | 4.22M | $416.72M |
| Sixth street partners management company | 657.65K | 0.00% | 657.65K | $32.59M |
| Optiver b.v. | 342.36K | 0.01% | 342.36K | $14.04M |
Sold Out
| Holder | Change |
|---|---|
| Lloyd advisory services, llc. | -1.00 |
| Northwest financial advisors | -1.00 |
| Murphy & mullick capital management | -2.00 |
| Tortoise investment management | -3.00 |
| Toth financial advisory | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 799 | 9.75% | 1,270,368,517 | 10.13% | 32 | 3.69% | 426 | 24.93% | 220 | -6.78% |
| Mar 31, 2026 | 709 | -2.61% | 1,151,625,826 | -13.38% | 36 | 2.07% | 335 | -11.84% | 226 | 15.31% |
| Dec 31, 2025 | 523 | -21.12% | 976,835,004 | -19.70% | 30 | 2.10% | 272 | -16.82% | 134 | -31.98% |
| Sep 30, 2025 | 634 | 1.28% | 1,173,222,370 | -9.23% | 36 | 2.23% | 310 | 10.71% | 189 | -15.63% |
| Jun 30, 2025 | 631 | 3.27% | 1,318,550,798 | 3.83% | 41 | 2.60% | 279 | -4.45% | 228 | 18.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Intl Stock Index Inv | 46.03M | 1.50% | 106.89K |
| Artisan International Value Investor | 31.74M | 1.04% | - |
| Artisan International Value | 31.74M | 1.04% | - |
| Vanguard Developed Markets Index Admiral | 30.70M | 1.00% | 118.55K |
| Dodge & Cox International Stock I | 32.42M | 0.99% | - |
| Vanguard Wellington Inv | 25.91M | 0.79% | 5.49M |
| iShares Core MSCI EAFE ETF | 23.55M | 0.77% | - |
| Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 23.36M | 0.76% | 188.81K |
| Capital Group EUPAC Composite | 22.16M | 0.72% | - |
| American Funds Europacific Growth A | 22.38M | 0.70% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q1 | 3 | - |
| 2022 Q4 | - | - |
UBS Ownership FAQ
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