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 |
|---|---|---|---|---|---|
|
Antipodes Partners LTD
Royal Exchange, C3 |
May 06, 2025 Q1 2025 |
2,684,289
shares
|
$99.3 Million
2.6% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
2,656,645
shares
|
$98.3 Million
0.36% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Odey Asset Management Group LTD
London, X0 |
May 15, 2023 Q1 2023 |
2,566,348
shares
|
$95 Million
18.16% of portfolio
|
Q1 2023
New holding
|
|
|
Korea Investment Corp
Seoul, M5 |
May 14, 2025 Q1 2025 |
2,310,867
shares
|
$85.5 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
2,292,635
shares
|
$84.8 Million
0.27% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
2,215,330
shares
|
$82 Million
0.02% of portfolio
|
Q1 2025
Added 23.77%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
2,214,661
shares
|
$81.9 Million
0.12% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
2,123,241
shares
|
$78.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Patient Capital Management, LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
2,043,053
shares
|
$75.6 Million
3.57% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,988,707
shares
|
$73.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,977,630
shares
|
$73.2 Million
0.03% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,905,941
shares
|
$70.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 64.01%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
1,863,086
shares
|
$68.9 Million
0.22% of portfolio
|
Q1 2025
Added 29.06%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
1,766,535
shares
|
$65.4 Million
1.03% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,716,424
shares
|
$63.5 Million
0.02% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
May 15, 2025 Q1 2025 |
1,573,481
shares
|
$58.2 Million
0.52% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
1,560,346
shares
|
$57.7 Million
1.03% of portfolio
|
Q4 2024
Reduced 56.03%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
1,560,157
shares
|
$57.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 27.81%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,442,286
shares
|
$53.4 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,438,990
shares
|
$53.2 Million
0.04% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Jupiter Asset Management LTD
|
May 09, 2025 Q1 2025 |
1,275,845
shares
|
$47.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
1,235,015
shares
|
$45.7 Million
0.02% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
May 14, 2025 Q1 2025 |
1,181,261
shares
|
$43.7 Million
0.23% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
1,140,405
shares
|
$42.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 35.86%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
1,129,313
shares
|
$41.8 Million
2.23% of portfolio
|
Q1 2025
Added 42.44%
|