UBS Group AG (UBS) Ownership

38.81 ↓0.03 (-0.08%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

NORGES BANK is the biggest individual institutional holder of UBS Group AG (UBS), owning a total of 144.1 million shares. Combined, the top 63 institutional holders of UBS own 41.11% of the company with a total of 1.3 billion shares.

In the latest ownership report on June 30th 2025, the top 63 institutional holders decreased their combined ownership of UBS by 115.2 million shares. 10 institutions bought 35,296,249 total additional shares and increased their ownership by an average of 13.25%. However 11 institutions sold 150,480,619 total shares and decreased their ownership by an average of 17.41%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of UBS Group AG decreased by a net total of -115,184,370 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
NORGES BANK	4.547%	-21.309%	144,091,392	-39,019,959	2025-06-30
Vanguard Group Inc	4.271%	2.973%	135,357,012	3,907,669	2025-06-30
UBS Group AG	3.658%	-21.291%	115,915,485	-31,355,557	2025-06-30
UBS Asset Mgmt Americas Inc	2.230%	-5.644%	70,666,454	-4,226,975	2025-06-30
Massachusetts Financial Services Company	2.017%	-14.089%	63,935,645	-10,485,383	2025-06-30
Zurcher Kantonalbank	1.879%	7.152%	59,561,637	3,975,405	2025-06-30
Fisher Asset Management, LLC	1.844%	16.905%	58,424,089	8,448,219	2025-06-30
FMR Inc	1.533%	-31.520%	48,588,330	-22,364,232	2025-06-30
Cevian Capital Ii Gp Limited	1.518%	9.889%	48,117,675	4,330,274	2025-06-30
Dodge & Cox	1.440%	-37.148%	45,635,942	-26,972,850	2025-06-30
Capital World Investors	1.166%	-2.231%	36,957,240	-843,414	2025-06-30
Pictet Asset Manangement SA	1.128%	0.866%	35,735,675	306,867	2025-06-30
JPMorgan Chase & Co	0.996%	-3.394%	31,561,123	-1,108,874	2025-06-30
Pzena Investment Management, LLC	0.975%	5.286%	30,902,392	1,551,567	2025-06-30
Legal & General Group PLC	0.782%	-8.761%	24,789,498	-2,380,200	2025-06-30
Deutsche Bank AG	0.724%	-26.796%	22,950,153	-8,400,758	2025-06-30
Amundi	0.642%	18.151%	20,346,519	3,125,744	2025-06-30
Arrowstreet Capital Limited Partnership	0.591%	6.705%	18,739,159	1,177,438	2025-06-30
Goldman Sachs Group Inc	0.582%	17.095%	18,450,919	2,693,720	2025-06-30
Wellington Management Company LLP	0.566%	47.524%	17,940,249	5,779,346	2025-06-30
Vontobel Holding Ltd.	0.436%	-19.377%	13,823,767	-3,322,417	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
NORGES BANK	4.547%	-21.309%	144,091,392	-39,019,959	2025-06-30
Vanguard Group Inc	4.271%	2.973%	135,357,012	3,907,669	2025-06-30
UBS Group AG	3.658%	-21.291%	115,915,485	-31,355,557	2025-06-30
Credit Suisse First Boston (CSFB)	2.979%	4.079%	95,397,206	3,738,309	2024-03-31
UBS Asset Mgmt Americas Inc	2.230%	-5.644%	70,666,454	-4,226,975	2025-06-30
Massachusetts Financial Services Company	2.017%	-14.089%	63,935,645	-10,485,383	2025-06-30
Zurcher Kantonalbank	1.879%	7.152%	59,561,637	3,975,405	2025-06-30
Fisher Asset Management, LLC	1.844%	16.905%	58,424,089	8,448,219	2025-06-30
FMR Inc	1.533%	-31.520%	48,588,330	-22,364,232	2025-06-30
Cevian Capital Ii Gp Limited	1.518%	9.889%	48,117,675	4,330,274	2025-06-30
Dodge & Cox	1.440%	-37.148%	45,635,942	-26,972,850	2025-06-30
Capital World Investors	1.166%	-2.231%	36,957,240	-843,414	2025-06-30
Pictet Asset Manangement SA	1.128%	0.866%	35,735,675	306,867	2025-06-30
JPMorgan Chase & Co	0.996%	-3.394%	31,561,123	-1,108,874	2025-06-30
Pzena Investment Management, LLC	0.975%	5.286%	30,902,392	1,551,567	2025-06-30
Legal & General Group PLC	0.782%	-8.761%	24,789,498	-2,380,200	2025-06-30
Deutsche Bank AG	0.724%	-26.796%	22,950,153	-8,400,758	2025-06-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	0.702%	-21.366%	22,259,342	-6,047,993	2025-03-31
Amundi	0.642%	18.151%	20,346,519	3,125,744	2025-06-30
Morgan Stanley - Brokerage Accounts	0.628%	-13.050%	20,019,280	-3,004,512	2024-06-30
Arrowstreet Capital Limited Partnership	0.591%	6.705%	18,739,159	1,177,438	2025-06-30
Goldman Sachs Group Inc	0.582%	17.095%	18,450,919	2,693,720	2025-06-30
Wellington Management Company LLP	0.566%	47.524%	17,940,249	5,779,346	2025-06-30
Nuveen Asset Management, LLC	0.447%	18.422%	14,318,983	2,227,442	2024-03-31
Vontobel Holding Ltd.	0.436%	-19.377%	13,823,767	-3,322,417	2025-06-30
Bank of America Corp	0.368%	35.430%	11,688,510	3,057,814	2024-09-30
Bank of New York Mellon Corp	0.312%	42.561%	10,009,759	2,988,366	2023-12-31
Citigroup Inc	0.260%	26.920%	8,321,825	1,765,061	2023-12-31
Royal Bank of Canada	0.236%	1.784%	7,578,706	132,829	2023-12-31
Sumitomo Mitsui Trust Holdings Inc	0.225%	0.202%	7,199,245	14,492	2024-03-31
Banque Cantonale Vaudoise	0.223%	18.118%	7,155,610	1,097,599	2024-03-31
Royal London Asset Management Ltd	0.213%	-0.112%	6,840,179	-7,650	2023-12-31
ARGA Investment Management, LP	0.191%	2.662%	6,130,386	158,939	2024-03-31
Allianz Asset Management AG	0.183%	-5.441%	5,859,033	-337,148	2023-12-31
Bank of Montreal	0.167%	191.682%	5,296,147	3,480,421	2024-12-31
Causeway Capital Management LLC	0.150%	-46.550%	4,809,753	-4,188,922	2023-12-31
BlackRock Inc	0.111%	-3.261%	3,573,124	-120,435	2023-12-31
Amvescap Plc.	0.062%	7.588%	1,974,346	139,247	2023-12-31
Mangrove Partners	0.021%	0.000%	659,546	0	2023-12-31
Stifel Financial Corp	0.019%	153.521%	592,235	358,631	2023-12-31
Baader Bank INC	0.017%	2.834%	539,880	14,880	2023-12-31
Henry James International Management Inc.	0.014%	-0.312%	451,778	-1,413	2023-12-31
Contravisory Investment Management, Inc.	0.011%	-1.022%	338,513	-3,495	2023-12-31
Mercer Global Advisors Inc.	0.009%	-1.976%	278,193	-5,609	2023-12-31
Prudential Corp PLC	0.008%	-0.096%	261,932	-252	2023-12-31
Neuberger Berman Investment Advisers LLC	0.007%	31.445%	234,498	56,098	2023-12-31
Oppenheimer & Co Inc	0.006%	-13.619%	186,500	-29,405	2023-12-31
United Services Automobile Association	0.004%	10.748%	122,096	11,849	2023-12-31
Alaethes Wealth LLC	0.002%	-0.498%	75,360	-377	2023-12-31
Royal Bank Of Scotland Group PLC.	0.002%	43.070%	74,947	22,562	2023-12-31
Banco Santander Central Hispano Sa	0.002%	-32.350%	68,914	-32,954	2023-12-31
Altman Advisors, Inc.	0.002%	-2.513%	66,761	-1,721	2023-12-31
Qtron Investments LLC	0.001%	0.000%	38,126	0	2023-12-31
Vident Advisory, LLC	0.001%	0.000%	34,846	34,846	2023-09-30
Quadrant Capital Group LLC	0.001%	5.310%	34,388	1,734	2023-12-31
Fdx Advisors Inc	0.001%	0.000%	16,599	16,599	2023-12-31
SAGE RHINO CAPITAL LLC	0.001%	-3.692%	16,070	-616	2023-12-31
Gallacher Capital Management LLC	0.001%	-6.731%	14,688	-1,060	2023-12-31
Wrapmanager Inc	0.000%	-1.922%	11,585	-227	2023-12-31
Diligent Investors, LLC	0.000%	0.000%	10,048	0	2023-12-31
Fiduciary Trust Co	0.000%	0.000%	8,074	8,074	2023-12-31
First City Capital Management, Inc.	0.000%	0.000%	8,029	8,029	2023-12-31
Mutual Of America Capital Management LLC	0.000%	-100.000%	0	-665,306	2022-12-31

Mutual Fund Ownership

Vanguard Total Intl Stock Index Inv is the biggest individual fund holder of UBS Group AG (UBS), owning a total of 46.2 million shares. Combined, the top 45 mutual fund holders of UBS own 23.13% of the company with a total of 734.6 million shares.

In the latest ownership report on August 31st 2025, the top 45 fund holders increased their combined ownership of UBS by 82 thousand shares. 3 funds bought 77,914 total additional shares and increased their ownership by an average of 0.23%. However 1 funds sold 159,582 total shares and decreased their ownership by an average of 1.57%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding UBS Group AG decreased by a net total of -81,668 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core MSCI EAFE ETF	0.663%	0.000%	21,023,708	0	2025-08-31
UBS(CH)IF Equities CH All NSL I-B-acc	0.584%	0.032%	18,500,984	5,881	2025-08-31
UBS (CH) IF Eqs Switz Pasv All II I-B	0.345%	0.418%	10,940,089	45,486	2025-08-31
iShares MSCI EAFE ETF	0.342%	0.000%	10,836,617	0	2025-08-31
UBS (CH) IF - Eq CH All ESG NSL I-A-acc	0.340%	0.247%	10,789,437	26,547	2025-08-31
Stt Strt World Dev ex US Idx SL SF Cl I	0.316%	-1.567%	10,021,882	-159,582	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Intl Stock Index Inv	1.458%	0.067%	46,214,259	30,759	2025-07-31
Dodge & Cox International Stock I	1.198%	-11.055%	37,961,242	-4,718,200	2025-06-30
Artisan International Value	1.118%	8.894%	35,433,004	2,894,036	2025-06-30
Artisan International Value Investor	1.118%	8.894%	35,433,004	2,894,036	2025-06-30
Vanguard Developed Markets Index Admiral	0.917%	1.125%	29,075,410	323,420	2025-07-31
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	0.753%	0.033%	23,874,693	7,892	2025-07-31
American Funds Europacific Growth A	0.702%	0.000%	22,375,109	0	2025-03-31
Capital Group EuroPacific Growth Comp	0.702%	0.000%	22,375,109	0	2025-03-31
American Funds EUPAC A	0.704%	-0.351%	22,296,550	-78,559	2025-06-30
Capital Group EUPAC Composite	0.704%	-0.351%	22,296,550	-78,559	2025-06-30
iShares Core MSCI EAFE ETF	0.663%	0.000%	21,023,708	0	2025-08-31
CSIF (CH) Equity Swtzl Tt Mrkt B DB	0.596%	0.000%	19,069,520	0	2024-08-31
Performer (AFRIS)	0.592%	0.000%	18,939,718	18,939,718	2024-02-29
UBS(CH)IF Equities CH All NSL I-B-acc	0.584%	0.032%	18,500,984	5,881	2025-08-31
Dodge & Cox Stock I	0.513%	-3.361%	16,339,045	-568,255	2025-03-31
SWC (CH) IEF Switzerland Ttl Resp GT CHF	0.498%	1.353%	15,781,228	210,707	2025-07-31
EAFE Equity Index Fund T	0.486%	3.086%	15,410,302	461,257	2025-06-30
EAFE Equity Index Fund F	0.437%	3.239%	13,905,634	436,293	2024-09-30
MFS International Equity	0.419%	1.856%	13,349,938	243,221	2025-03-31
MFS International Equity R6	0.411%	36.044%	13,016,758	3,448,734	2025-07-31
WCM Inv Mgt Focused Growth Intl	0.389%	-0.711%	12,442,004	-89,150	2024-06-30
MFS International Research Equity	0.395%	-1.525%	12,276,381	-190,160	2022-12-31
MFS Research International I	0.392%	0.000%	12,194,090	0	2023-02-28
CSIF (CH) Equity Swtzl Tt Mrkt ESG B QB	0.378%	-1.636%	12,093,211	-201,129	2024-08-31
American Funds Growth Fund of Amer A	0.379%	0.000%	12,079,690	0	2024-09-30
Capital Group Growth Fnd of Amer Comp	0.379%	0.000%	12,079,690	0	2024-09-30
Fidelity Series International Value	0.367%	-0.229%	11,763,491	-27,000	2023-12-31
Fidelity® Series International Value	0.357%	-3.723%	11,548,091	-446,600	2023-10-31
Artisan International Investor	0.345%	-6.617%	11,166,903	-791,225	2023-12-31
Artisan Non-U.S. Growth	0.345%	-6.617%	11,166,903	-791,225	2023-12-31
Fidelity International Index	0.351%	0.197%	11,134,005	21,881	2025-07-31
WCM Focused International Growth Instl	0.349%	-1.650%	11,071,105	-185,682	2025-06-30
Dodge & Cox Global Stock I	0.342%	2.591%	11,053,100	279,100	2023-06-30
UBS (CH) IF Eqs Switz Pasv All II I-B	0.345%	0.418%	10,940,089	45,486	2025-08-31
iShares MSCI EAFE ETF	0.342%	0.000%	10,836,617	0	2025-08-31
UBS (CH) IF - Eq CH All ESG NSL I-A-acc	0.340%	0.247%	10,789,437	26,547	2025-08-31
MFS International Intrinsic Value A	0.338%	-0.504%	10,721,718	-54,330	2025-07-31
UBS (CH) IF - Eq CH All ESG NSL A-acc	0.336%	-4.254%	10,698,175	-475,272	2025-06-30
UBS (CH) IF Eqs Switz Pasv All II I-X	0.328%	-5.302%	10,195,379	-570,821	2022-12-31
Stt Strt World Dev ex US Idx SL SF Cl I	0.316%	-1.567%	10,021,882	-159,582	2025-08-31
Fidelity Series International Growth	0.308%	6.891%	9,812,615	632,550	2025-05-31
SWC (CH) IEF CH Ttl (II) DA CHF	0.307%	0.104%	9,716,317	10,121	2025-07-31
UBS (CH) IF Eqs Switz Pass All I-B	0.282%	0.372%	9,108,891	33,722	2023-05-31
Fidelity® International Index	0.271%	1.650%	8,767,738	142,309	2023-05-31
SWC (CH) IEF CH Ttl (I) DT CHF	0.272%	2.804%	8,291,552	226,158	2023-03-31