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 620 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $38.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
155,464,979
shares
|
$4.63 Billion
1.06% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
126,590,440
shares
|
$3.77 Billion
0.07% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
95,397,206
shares
|
$2.84 Billion
2.9% of portfolio
|
Q1 2024
Added 4.08%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
91,250,596
shares
|
$2.72 Billion
0.88% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
75,751,555
shares
|
$2.26 Billion
0.61% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
73,371,442
shares
|
$2.19 Billion
1.37% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
57,349,524
shares
|
$1.71 Billion
5.41% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
51,081,088
shares
|
$1.52 Billion
0.13% of portfolio
|
Q3 2024
Added 19.73%
|
|
|
Cevian Capital Ii Gp LTD
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
43,787,401
shares
|
$1.3 Billion
69.71% of portfolio
|
Q4 2023
New holding
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
39,378,229
shares
|
$1.17 Billion
0.19% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
34,552,200
shares
|
$1.03 Billion
0.23% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 08, 2024 Q3 2024 |
30,802,466
shares
|
$917 Million
3.15% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
29,424,171
shares
|
$876 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
27,778,145
shares
|
$827 Million
0.68% of portfolio
|
Q2 2023
Reduced 5.66%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
23,329,469
shares
|
$695 Million
0.3% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
22,138,529
shares
|
$659 Million
0.57% of portfolio
|
Q3 2024
Reduced 33.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,689,332
shares
|
$616 Million
0.11% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
16,656,249
shares
|
$496 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
16,143,674
shares
|
$481 Million
1.71% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,708,623
shares
|
$408 Million
0.08% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,688,510
shares
|
$348 Million
0.03% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,075,888
shares
|
$330 Million
0.1% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
10,781,586
shares
|
$321 Million
0.35% of portfolio
|
Q3 2024
Reduced 15.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,005,794
shares
|
$298 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
9,169,746
shares
|
$273 Million
0.29% of portfolio
|
Q3 2024
Added 6.24%
|