UBS Group Ownership | Who Owns UBS Group?

UBS Group Ownership Summary

UBS Group is owned by 36.90% institutional investors, 0.05% insiders, and 63.04% retail investors. Norges bank is the largest institutional shareholder, holding 5.73% of UBS shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.46% of its assets in UBS Group shares.

UBS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UBS Group	36.90%	0.05%	63.04%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Diversified Banks Stocks	23.85%	0.77%	75.38%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Norges bank	183.11M	5.73%	$5.59B
Vanguard group	137.35M	4.32%	$5.65B
Ubs group	132.48M	4.17%	$5.43B
Massachusetts financial services co /ma/	77.35M	2.43%	$3.17B
Wellington management group llp	63.67M	2.00%	$2.60B
Fisher asset management	61.17M	1.92%	$2.51B
Zurcher kantonalbank (zurich cantonalbank)	51.38M	1.61%	$1.57B
Fmr	48.46M	1.52%	$1.98B
Cevian capital ii gp	48.12M	1.51%	$1.97B
Dodge & cox	42.64M	1.34%	$1.75B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cevian capital ii gp	48.12M	57.90%	$1.97B
Susquehanna securities	5.02M	35.73%	$148.19M
Crocodile capital partners gmbh	1.01M	33.72%	$41.43M
Haven global partners	679.07K	19.88%	$27.75M
Channing global advisors	673.41K	19.05%	$27.52M
Systrade	625.00K	18.84%	$25.51M
Caisse des depots et consignations	7.92M	13.73%	$323.16M
Banque cantonale vaudoise	6.76M	10.36%	$276.25M
Exane asset management	789.00K	10.16%	$30.14M
Varenne capital partners	321.35K	7.22%	$28.61M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	183.11M	0.73%	183.11M
Wellington management group llp	63.67M	0.46%	45.73M
Ubs group	132.48M	0.85%	16.56M
Acadian asset management	15.37M	1.10%	15.26M
Massachusetts financial services co /ma/	77.35M	0.98%	13.42M

Top Sellers

Holder	Shares	% Assets	Change
Ubs asset management americas	257.89K	0.00%	-70.41M
Sumitomo mitsui trust	-	-	-7.20M
Zurcher kantonalbank (zurich cantonalbank)	51.38M	4.48%	-5.97M
Arga investment management, lp	1.69M	1.83%	-5.60M
Axa	-	-	-3.61M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	183.11M	0.73%	183.11M	$5.59B
Ninety one uk	8.69M	0.77%	8.69M	$355.05M
Axa investment managers	4.22M	1.12%	4.22M	$416.72M
Optiver b.v.	342.36K	0.01%	342.36K	$14.04M
Intech investment management	183.08K	0.07%	183.08K	$7.48M

Sold Out

Holder	Change
Northwest financial advisors	-1.00
Financial gravity asset management	-1.00
Sachetta	-4.00
West branch capital	-4.00
Halbert hargrove global advisors	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	606	1.00%	1,269,805,382	-10.06%	39	2.05%	288	-1.03%	191	6.70%
Dec 31, 2024	454	-22.26%	1,003,453,349	-17.27%	31	2.18%	212	-13.82%	141	-31.22%
Sep 30, 2024	573	-2.22%	1,212,590,311	-14.42%	37	2.41%	241	-16.32%	204	10.27%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Intl Stock Index Inv	46.21M	1.46%	30.76K
Dodge & Cox International Stock I	37.96M	1.19%	-4.72M
Artisan International Value Investor	35.43M	1.12%	2.89M
Artisan International Value	35.43M	1.12%	2.89M
Vanguard Developed Markets Index Admiral	29.08M	0.92%	323.42K
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	23.87M	0.75%	7.89K
American Funds Europacific Growth A	22.38M	0.70%	-
Capital Group EuroPacific Growth Comp	22.38M	0.70%	-
American Funds EUPAC A	22.30M	0.70%	-78.56K
Capital Group EUPAC Composite	22.30M	0.70%	-78.56K

Insider Transactions Trends

Date	Buy	Sell
2023 Q1	3	-
2022 Q4	-	-

UBS Ownership FAQ

Who Owns UBS Group?

UBS Group shareholders are primarily institutional investors at 36.90%, followed by 0.05% insiders and 63.05% retail investors. The average institutional ownership in UBS Group's industry, Diversified Banks Stocks, is 23.85%, which UBS Group exceeds.

Who owns the most shares of UBS Group?

UBS Group’s largest shareholders are Norges bank (183.11M shares, 5.73%), Vanguard group (137.35M shares, 4.32%), and Ubs group (132.48M shares, 4.17%). Together, they hold 14.22% of UBS Group’s total shares outstanding.

Does Blackrock own UBS Group?

BlackRock is not among the top 10 institutional shareholders of UBS Group.

Who is UBS Group’s biggest shareholder by percentage of total assets invested?

Cevian capital ii gp is UBS Group’s biggest shareholder by percentage of total assets invested, with 57.90% of its assets in 48.12M UBS Group shares, valued at 1.97B$.

Who is the top mutual fund holder of UBS Group shares?

Vanguard Total Intl Stock Index Inv is the top mutual fund holder of UBS Group shares, with 1.46% of its total shares outstanding invested in 46.21M UBS Group shares.

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