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 672 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $49.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,787,314
shares
|
$325 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,135,925
shares
|
$301 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.01%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
7,922,061
shares
|
$293 Million
12.11% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
7,802,029
shares
|
$289 Million
0.34% of portfolio
|
Q1 2025
Added 38.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,575,602
shares
|
$280 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Arga Investment Management, LP
|
Apr 30, 2025 Q1 2025 |
7,220,663
shares
|
$267 Million
7.48% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
6,868,003
shares
|
$254 Million
0.51% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
6,812,034
shares
|
$252 Million
9.11% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,825,829
shares
|
$216 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
5,475,476
shares
|
$203 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
5,379,193
shares
|
$199 Million
2.53% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
5,304,521
shares
|
$196 Million
0.47% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
5,065,935
shares
|
$187 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
4,539,123
shares
|
$168 Million
0.51% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
4,366,422
shares
|
$162 Million
0.26% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
4,350,277
shares
|
$161 Million
0.25% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,291,663
shares
|
$159 Million
0.02% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
4,132,377
shares
|
$153 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
4,045,543
shares
|
$150 Million
4.2% of portfolio
|
Q1 2025
Reduced 42.83%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
3,780,611
shares
|
$140 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,780,238
shares
|
$140 Million
0.0% of portfolio
|
Q2 2024
Added 21.98%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
3,772,813
shares
|
$140 Million
0.8% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,027,712
shares
|
$112 Million
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
2,941,343
shares
|
$109 Million
1.28% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Jul 18, 2025 Q2 2025 |
2,778,489
shares
|
$103 Million
6.73% of portfolio
|
Q2 2025
Reduced 35.93%
|