UBS Group Ownership | Who Owns UBS Group?

UBS Group Ownership Summary

UBS Group is owned by 36.22% institutional investors, 0.06% insiders, and 63.71% 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 1.40% of its assets in UBS Group shares.

UBS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UBS Group	36.22%	0.06%	63.71%
Sector	Financial Services Stocks	746.79%	13.83%	-660.62%
Industry	Diversified Banks Stocks	29.02%	1.04%	69.94%

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
Zurcher kantonalbank (zurich cantonalbank)	56.67M	1.78%	$2.17B
Fmr	53.88M	1.69%	$2.10B
Fisher asset management	64.92M	1.68%	$3.22B
Massachusetts financial services co /ma/	62.93M	1.63%	$3.20B
Wellington management group llp	49.92M	1.57%	$1.91B
Cevian capital ii gp	48.12M	1.51%	$1.88B
Dodge & cox	33.64M	1.06%	$1.31B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cevian capital ii gp	48.12M	60.29%	$1.88B
Crocodile capital partners gmbh	1.17M	39.44%	$57.99M
Susquehanna securities	5.02M	35.73%	$148.19M
Haven global partners	658.61K	23.69%	$25.19M
Systrade	627.30K	19.46%	$31.09M
Channing global advisors	672.40K	17.28%	$33.39M
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	104.98M	0.52%	104.98M
Vanguard fiduciary trust	27.51M	0.27%	27.51M
Assenagon asset management	16.54M	1.02%	16.28M
Vanguard asset management	14.11M	0.48%	14.11M
Zurcher kantonalbank (zurich cantonalbank)	56.67M	4.72%	7.15M

Top Sellers

Holder	Shares	% Assets	Change
Ubs group	106.89M	0.63%	-33.60M
Capital world investors	23.50M	0.12%	-13.90M
Acadian asset management	2.97M	0.16%	-13.21M
Jpmorgan chase	27.43M	0.06%	-12.96M
Viking global investors lp	-	-	-9.13M

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
Lloyd advisory services, llc.	-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 %
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%
Mar 31, 2025	606	1.00%	1,269,805,382	-10.06%	39	2.05%	288	-1.03%	191	6.70%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Intl Stock Index Inv	45.92M	1.40%	7.76K
Artisan International Value Investor	31.74M	1.04%	-
Artisan International Value	31.74M	1.04%	-
Dodge & Cox International Stock I	32.42M	0.99%	-
Vanguard Developed Markets Index Admiral	30.58M	0.93%	44.46K
Vanguard Wellington Inv	25.91M	0.79%	5.49M
iShares Core MSCI EAFE ETF	23.55M	0.77%	-
Capital Group EUPAC Composite	22.16M	0.72%	-
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	23.17M	0.71%	50.54K
American Funds Europacific Growth A	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 36.22%, followed by 0.06% insiders and 63.72% retail investors. The average institutional ownership in UBS Group's industry, Diversified Banks Stocks, is 29.02%, 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 60.29% of its assets in 48.12M UBS Group shares, valued at 1.88B$.

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 1.40% of its total shares outstanding invested in 45.92M UBS Group shares.

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