Institutional Ownership Ubs Group Ag (UBS)
This table provides information about the institutional ownership of Ubs Group Ag (UBS). We have compiled data on the 702 institutions that hold shares in the stock, with a total of 1.4 Billion shares, which have been reported (via 13F filing form) to have a value of $55.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
144,091,392
shares
|
$5.7 Billion
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
135,357,012
shares
|
$5.35 Billion
0.08% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
115,915,485
shares
|
$4.58 Billion
0.71% of portfolio
|
Q2 2025
Reduced 21.29%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
95,397,206
shares
|
$3.77 Billion
2.9% of portfolio
|
Q1 2024
Added 4.08%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
70,666,454
shares
|
$2.79 Billion
0.5% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
63,935,645
shares
|
$2.53 Billion
0.73% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
59,561,637
shares
|
$2.36 Billion
5.16% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
58,424,089
shares
|
$2.31 Billion
0.8% of portfolio
|
Q2 2025
Added 16.9%
|
|
|
Cevian Capital Ii Gp LTD
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
48,117,675
shares
|
$1.9 Billion
69.78% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
45,635,942
shares
|
$1.8 Billion
0.93% of portfolio
|
Q2 2025
Reduced 37.15%
|
|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
36,957,240
shares
|
$1.46 Billion
0.19% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
35,735,675
shares
|
$1.41 Billion
1.29% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
32,669,997
shares
|
$1.29 Billion
0.08% of portfolio
|
Q1 2025
Added 23.41%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Jul 25, 2025 Q2 2025 |
30,902,392
shares
|
$1.22 Billion
3.5% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
27,778,145
shares
|
$1.1 Billion
0.68% of portfolio
|
Q2 2023
Reduced 5.66%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
24,789,498
shares
|
$980 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
22,950,153
shares
|
$908 Million
0.3% of portfolio
|
Q2 2025
Reduced 26.8%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
20,346,519
shares
|
$805 Million
0.25% of portfolio
|
Q2 2025
Added 18.15%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
18,739,159
shares
|
$741 Million
0.47% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
18,450,919
shares
|
$730 Million
0.09% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
17,940,249
shares
|
$710 Million
0.11% of portfolio
|
Q2 2025
Added 47.52%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
13,823,767
shares
|
$547 Million
1.62% of portfolio
|
Q2 2025
Reduced 19.38%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,891,970
shares
|
$470 Million
0.11% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
11,396,193
shares
|
$451 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,429,237
shares
|
$333 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.07%
|