UBS Group Ownership | Who Owns UBS Group?

UBS Group Ownership Summary

UBS Group is owned by 41.47% institutional investors, 0.06% insiders, and 58.47% 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	41.47%	0.06%	58.47%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Diversified Banks Stocks	39.43%	0.80%	59.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Norges bank	183.11M	5.73%	$5.59B
Ubs group	153.58M	4.80%	$4.66B
Vanguard group	127.89M	4.00%	$3.92B
Ubs asset management americas	73.53M	2.30%	$2.23B
Massachusetts financial services co /ma/	63.94M	2.01%	$2.16B
Fisher asset management	58.42M	1.84%	$1.98B
Fmr	55.53M	1.74%	$1.70B
Zurcher kantonalbank (zurich cantonalbank)	51.38M	1.61%	$1.57B
Cevian capital ii gp	48.12M	1.51%	$1.63B
Dodge & cox	45.64M	1.44%	$1.54B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cevian capital ii gp	48.12M	57.40%	$1.63B
Susquehanna securities	5.02M	35.73%	$148.19M
Systrade	495.00K	21.29%	$12.48M
Channing global advisors	741.86K	16.15%	$25.03M
Exane asset management	1.04M	12.78%	$32.73M
Banque cantonale vaudoise	6.70M	9.22%	$225.97M
Varenne capital partners	321.35K	7.22%	$28.61M
Black diamond capital management	350.00K	6.90%	$11.84M
Arga investment management, lp	6.52M	6.74%	$191.96M
Platinum investment management	2.78M	6.23%	$93.67M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	183.11M	0.73%	183.11M
Fmr	55.53M	0.10%	12.61M
Fisher asset management	58.42M	0.78%	8.45M
Cevian capital ii gp	48.12M	57.40%	4.33M
Deutsche bank ag\	27.01M	0.32%	3.68M

Top Sellers

Holder	Shares	% Assets	Change
Dodge & cox	45.64M	0.87%	-26.97M
Jpmorgan chase	26.47M	0.06%	-24.61M
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main	7.00M	0.24%	-15.26M
Massachusetts financial services co /ma/	63.94M	0.69%	-10.49M
Sumitomo mitsui trust	-	-	-7.20M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	183.11M	0.73%	183.11M	$5.59B
Viking global investors lp	2.58M	0.25%	2.58M	$87.32M
Gam	859.04K	2.04%	859.04K	$28.98M
Pdt partners	305.38K	0.58%	305.38K	$10.33M
Wetherby asset management	129.47K	0.19%	129.47K	$4.38M

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	576	-0.52%	1,416,370,634	16.51%	44	3.12%	285	6.74%	182	-5.70%

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 41.47%, followed by 0.06% insiders and 58.47% retail investors. The average institutional ownership in UBS Group's industry, Diversified Banks Stocks, is 39.43%, 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%), Ubs group (153.58M shares, 4.80%), and Vanguard group (127.89M shares, 4.00%). Together, they hold 14.53% 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 57.40% of its assets in 48.12M UBS Group shares, valued at 1.63B$.

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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