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 703 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 $58.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
7,922,061
shares
|
$328 Million
12.02% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
7,750,678
shares
|
$321 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,702,163
shares
|
$319 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,553,670
shares
|
$313 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Arga Investment Management, LP
|
Jul 31, 2025 Q2 2025 |
7,289,109
shares
|
$302 Million
6.77% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
7,001,057
shares
|
$290 Million
0.26% of portfolio
|
Q2 2025
Reduced 68.55%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
6,699,155
shares
|
$278 Million
9.45% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
6,403,636
shares
|
$265 Million
0.2% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
6,047,392
shares
|
$251 Million
0.1% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
5,709,666
shares
|
$237 Million
0.18% of portfolio
|
Q2 2025
Reduced 35.77%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
5,443,355
shares
|
$226 Million
0.57% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
5,379,193
shares
|
$223 Million
2.53% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jul 28, 2025 Q2 2025 |
5,221,697
shares
|
$216 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
4,413,062
shares
|
$183 Million
0.9% of portfolio
|
Q2 2025
Added 16.97%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Aug 14, 2025 Q2 2025 |
4,395,785
shares
|
$182 Million
0.35% of portfolio
|
Q2 2025
Reduced 36.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,304,018
shares
|
$178 Million
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
4,269,505
shares
|
$177 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
4,174,157
shares
|
$173 Million
0.19% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,780,238
shares
|
$157 Million
0.0% of portfolio
|
Q2 2024
Added 21.98%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
3,772,790
shares
|
$156 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
3,614,786
shares
|
$150 Million
0.36% of portfolio
|
Q2 2025
Reduced 28.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,262,619
shares
|
$135 Million
0.03% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,011,100
shares
|
$125 Million
0.16% of portfolio
|
Q2 2025
Reduced 30.78%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
2,941,343
shares
|
$122 Million
1.28% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
2,904,401
shares
|
$120 Million
0.16% of portfolio
|
Q2 2025
Added 31.14%
|