UBS Group Ownership | Who Owns UBS Group?

UBS Group Ownership Summary

UBS Group is owned by 30.73% institutional investors, 0.05% insiders, and 69.22% 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 1.48% of its assets in UBS Group shares.

UBS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UBS Group	30.73%	0.05%	69.22%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Diversified Banks Stocks	21.49%	0.75%	77.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	139.11M	4.38%	$6.42B
Ubs group	106.89M	3.36%	$4.18B
Norges bank	104.98M	3.30%	$4.89B
Massachusetts financial services co /ma/	68.62M	2.16%	$3.18B
Fisher asset management	66.07M	2.08%	$2.58B
Wellington management group llp	63.67M	2.00%	$2.60B
Zurcher kantonalbank (zurich cantonalbank)	49.53M	1.56%	$2.31B
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	1.17M	35.45%	$49.55M
Haven global partners	669.03K	22.93%	$31.21M
Systrade	627.30K	16.45%	$24.51M
Channing global advisors	684.78K	15.32%	$26.21M
Exane asset management	1.88M	13.62%	$66.65M
Banque cantonale vaudoise	7.14M	10.28%	$273.11M
Varenne capital partners	321.35K	7.22%	$28.61M
Black diamond capital management	350.00K	6.90%	$11.84M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	104.98M	0.52%	104.98M
Wellington management group llp	63.67M	0.46%	45.73M
Vanguard fiduciary trust	27.51M	0.27%	27.51M
Vanguard asset management	14.11M	0.48%	14.11M
Viking global investors lp	13.10M	1.39%	10.52M

Top Sellers

Holder	Shares	% Assets	Change
Ubs group	106.89M	0.63%	-33.60M
Massachusetts financial services co /ma/	68.62M	1.02%	-8.73M
Sumitomo mitsui trust	-	-	-7.20M
Bank of montreal /can/	2.19M	0.04%	-7.13M
Axa	-	-	-3.61M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	104.98M	0.52%	104.98M	$4.89B
Vanguard fiduciary trust	27.51M	0.27%	27.51M	$1.07B
Vanguard asset management	14.11M	0.48%	14.11M	$550.29M
Axa investment managers	4.22M	1.12%	4.22M	$416.72M
Vanguard investments australia	1.58M	0.18%	1.58M	$61.56M

Sold Out

Holder	Change
Northwest financial advisors	-1.00
Murphy & mullick capital management	-2.00
Tortoise investment management	-3.00
West branch capital	-4.00
Sachetta	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Intl Stock Index Inv	45.67M	1.48%	-1.00M
Dodge & Cox International Stock I	32.42M	1.05%	-
Artisan International Value	31.74M	1.03%	-2.39M
Artisan International Value Investor	31.74M	1.03%	-2.39M
Vanguard Developed Markets Index Admiral	30.25M	0.98%	-378.29K
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	23.01M	0.74%	-388.52K
iShares Core MSCI EAFE ETF	22.64M	0.73%	44.96K
Capital Group EUPAC Composite	22.16M	0.72%	-
American Funds Europacific Growth A	22.38M	0.70%	-
Capital Group EuroPacific Growth Comp	22.38M	0.70%	-

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 30.73%, followed by 0.05% insiders and 69.23% retail investors. The average institutional ownership in UBS Group's industry, Diversified Banks Stocks, is 21.49%, which UBS Group exceeds.

Who owns the most shares of UBS Group?

UBS Group’s largest shareholders are Vanguard group (139.11M shares, 4.38%), Ubs group (106.89M shares, 3.36%), and Norges bank (104.98M shares, 3.30%). Together, they hold 11.04% 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 1.48% of its total shares outstanding invested in 45.67M UBS Group shares.

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