Also trades as: UBSG.SW (SIX) · $vol 244M · 0R3T.IL (IOB) · $vol 96M · 0R3T.L (LSE) · $vol 62M · UBSS.TO (TSX) · $vol 0M
UBS Institutional Ownership
UBS Group AG
1W: -0.9%
1M: -3.8%
3M: -9.7%
YTD: -0.7%
1Y: +23.0%
3Y: +108.8%
5Y: +202.4%
$46.78
+0.32 (+0.69%)
Weekly Expected Move ±2.9%
$44
$45
$46
$48
$49
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $2.21B held by 738 funds, 90 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — UBS
831
Institutional Holders
+48 vs prior quarter
0.0%
Ownership
+0.00pp
$62B
Total Invested
149
New Positions
279
Increased
283
Reduced
59
Closed
1.23
Put/Call Ratio
Ownership Trends
Top Institutional Holders (892 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 107,137,265 | $5.0B | +247,083 | +0.2% | 47Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 98,080,411 | $4.6B | +816,468 | +0.8% | 2Q | SEC ↗ |
| 3 | NORGES BANK NEW | 95,849,980 | $4.5B | — | +0.0% | 1Q | SEC ↗ |
| 4 | Fisher Asset Management, LLC | 64,920,294 | $3.0B | -1,153,944 | -1.7% | 8Q | SEC ↗ |
| 5 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 62,927,553 | $2.9B | -2,614,508 | -4.0% | 47Q | SEC ↗ |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 59,553,311 | $2.8B | +9,632,654 | +19.3% | 47Q | SEC ↗ |
| 7 | FMR LLC | 55,541,141 | $2.6B | +1,657,409 | +3.1% | 47Q | SEC ↗ |
| 8 | Zurcher Kantonalbank (Zurich Cantonalb | 55,233,032 | $2.6B | -1,441,535 | -2.5% | 47Q | SEC ↗ |
| 9 | Cevian Capital II GP LTD | 48,117,675 | $2.3B | — | +0.0% | 11Q | SEC ↗ |
| 10 | Pictet Asset Management Holding SA | 36,743,822 | $1.7B | +1,152,198 | +3.2% | 12Q | SEC ↗ |
| 11 | Dodge & Cox | 33,630,342 | $1.6B | -14,300 | -0.0% | 25Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 29,666,939 | $1.4B | +2,232,692 | +8.1% | 47Q | SEC ↗ |
| 13 | VANGUARD FIDUCIARY TRUST CO | 27,709,028 | $1.3B | +198,485 | +0.7% | 2Q | SEC ↗ |
| 14 | Amundi | 25,463,870 | $1.2B | +2,169,023 | +9.3% | 21Q | SEC ↗ |
| 15 | DEUTSCHE BANK AG | 24,147,522 | $1.1B | -7,775,104 | -24.4% | 47Q | SEC ↗ |
| 16 | PZENA INVESTMENT MANAGEMENT LLC | 22,604,129 | $1.1B | -3,940,226 | -14.8% | 47Q | SEC ↗ |
| 17 | Legal & General Group Plc | 22,124,624 | $1.0B | -1,277,920 | -5.5% | 13Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 19,805,601 | $927M | +4,460,615 | +29.1% | 15Q | SEC ↗ |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 17,034,727 | $797M | -1,816,201 | -9.6% | 12Q | SEC ↗ |
| 20 | Assenagon Asset Management S.A. | 16,536,418 | $774M | +16,277,125 | +6277.5% | 31Q | SEC ↗ |
| 21 | VANGUARD ASSET MANAGEMENT, Ltd | 14,828,609 | $694M | +716,193 | +5.1% | 2Q | SEC ↗ |
| 22 | Vontobel Holding Ltd. | 14,698,356 | $688M | -427,925 | -2.8% | 21Q | SEC ↗ |
| 23 | Capital World Investors | 14,545,505 | $680M | -8,950,341 | -38.1% | 14Q | SEC ↗ |
| 24 | Nuveen, LLC | 10,482,169 | $490M | -745,235 | -6.6% | 6Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 10,325,213 | $483M | +670,229 | +6.9% | 15Q | SEC ↗ |
| 26 | CANADA PENSION PLAN INVESTMENT BOARD | 10,233,181 | $479M | +2,276,359 | +28.6% | 46Q | SEC ↗ |
| 27 | CAISSE DES DEPOTS ET CONSIGNATIONS | 7,812,061 | $365M | — | +0.0% | 7Q | SEC ↗ |
| 28 | MORGAN STANLEY | 7,694,575 | $360M | -68,648 | -0.9% | 47Q | SEC ↗ |
| 29 | Jupiter Topco LLC NEW | 7,482,210 | $350M | — | +0.0% | 1Q | SEC ↗ |
| 30 | CITIGROUP INC | 7,234,261 | $338M | +1,275,178 | +21.4% | 47Q | SEC ↗ |
| 31 | Banque Cantonale Vaudoise | 7,162,067 | $335M | +20,697 | +0.3% | 6Q | SEC ↗ |
| 32 | Ninety One UK Ltd | 7,133,245 | $334M | -1,554,733 | -17.9% | 4Q | SEC ↗ |
| 33 | DZ BANK AG Deutsche Zentral Genossensc | 6,650,553 | $311M | +805,184 | +13.8% | 39Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 6,575,317 | $308M | +72,607 | +1.1% | 47Q | SEC ↗ |
| 35 | Allianz Asset Management GmbH | 6,407,087 | $300M | +212,340 | +3.4% | 45Q | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 6,405,254 | $300M | -1,333,644 | -17.2% | 39Q | SEC ↗ |
| 37 | WCM INVESTMENT MANAGEMENT, LLC | 6,150,458 | $288M | +300,258 | +5.1% | 13Q | SEC ↗ |
| 38 | FRANKLIN RESOURCES INC | 5,826,152 | $273M | +724,551 | +14.2% | 22Q | SEC ↗ |
| 39 | Bank Julius Baer & Co. Ltd, Zurich | 5,601,012 | $262M | -513,151 | -8.4% | 11Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 5,577,794 | $261M | +1,642,213 | +41.7% | 47Q | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 5,474,754 | $256M | -2,137,788 | -28.1% | 8Q | SEC ↗ |
| 42 | Compagnie Lombard Odier SCmA | 5,382,576 | $252M | +110,506 | +2.1% | 42Q | SEC ↗ |
| 43 | M&G PLC | 5,307,939 | $248M | +327,179 | +6.6% | 10Q | SEC ↗ |
| 44 | JANUS HENDERSON GROUP PLC | 5,193,433 | $243M | -1,668,313 | -24.3% | 33Q | SEC ↗ |
| 45 | DIMENSIONAL FUND ADVISORS LP NEW | 4,893,948 | $229M | — | +0.0% | 1Q | SEC ↗ |
| 46 | BNP PARIBAS ASSET MANAGEMENT Holding S | 4,872,034 | $228M | +233,372 | +5.0% | 3Q | SEC ↗ |
| 47 | AQR CAPITAL MANAGEMENT LLC | 4,831,556 | $226M | +138,453 | +3.0% | 10Q | SEC ↗ |
| 48 | NATIXIS ADVISORS, LLC | 4,605,772 | $215M | +478,758 | +11.6% | 47Q | SEC ↗ |
| 49 | NORTHERN TRUST CORP | 4,389,280 | $205M | +32,374 | +0.7% | 47Q | SEC ↗ |
| 50 | DekaBank Deutsche Girozentrale | 4,269,505 | $200M | — | +0.0% | 38Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 95,849,980 | $4.5B |
| Jupiter Topco LLC | 7,482,210 | $350M |
| DIMENSIONAL FUND ADVISORS LP | 4,893,948 | $229M |
| VIKING GLOBAL INVESTORS LP | 2,435,805 | $114M |
| 1832 Asset Management L.P. | 1,697,000 | $79M |
| DJE Kapital AG | 983,564 | $46M |
| Sixth Street Partners Management Co | 657,655 | $31M |
| VAN ECK ASSOCIATES CORP | 179,747 | $8M |
| Tidal Investments LLC | 167,457 | $8M |
| MARSHALL WACE, LLP | 155,130 | $7M |
| Dixon Mitchell Investment Counsel I | 146,000 | $7M |
| Mizuho Markets Cayman LP | 129,919 | $6M |
| LORD, ABBETT & CO. LLC | 108,318 | $5M |
| Polymer Capital Management (HK) LTD | 78,801 | $4M |
| Evelyn Partners Group Ltd | 40,992 | $2M |
| FCG Investment Co | 29,563 | $1M |
| Global Retirement Partners, LLC | 26,424 | $1M |
| Jain Global LLC | 24,585 | $1M |
| NFJ INVESTMENT GROUP, LLC | 20,596 | $963K |
| REYL & Cie S.A. | 20,465 | $957K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Alyeska Investment Group, L.P. | 2,138,351 | $100M |
| RENAISSANCE TECHNOLOGIES LLC | 686,991 | $32M |
| Gemsstock Ltd. | 630,741 | $30M |
| Point72 Asset Management, L.P. | 581,139 | $27M |
| PBU - The Pension Fund of Early Chi | 490,514 | $23M |
| Leonteq Securities AG | 356,549 | $17M |
| VICTORY CAPITAL MANAGEMENT INC | 294,057 | $14M |
| CHILTON INVESTMENT CO INC. | 285,184 | $13M |
| Lighthouse Investment Partners, LLC | 222,920 | $10M |
| Black Diamond Capital Management I, | 200,000 | $9M |
| Walleye Capital LLC | 199,385 | $9M |
| Alberta Investment Management Corp | 142,510 | $7M |
| Balyasny Asset Management L.P. | 123,796 | $6M |
| Symmetry Investments LP | 111,400 | $5M |
| Karl Kapital LLC | 88,866 | $4M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 82,661 | $4M |
| Walleye Trading LLC | 81,498 | $4M |
| OLD MISSION CAPITAL LLC | 74,367 | $3M |
| Trivant Custom Portfolio Group, LLC | 64,462 | $3M |
| Runnymede Capital Advisors, Inc. | 64,279 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Assenagon Asset Management S.A. | +16,277,125 | +6277.5% | 16,536,418 |
| WELLINGTON MANAGEMENT GROUP LLP | +9,632,654 | +19.3% | 59,553,311 |
| GOLDMAN SACHS GROUP INC | +4,460,615 | +29.1% | 19,805,601 |
| Clearbridge Investments, LLC | +3,157,318 | +2292.0% | 3,295,070 |
| CANADA PENSION PLAN INVESTMENT BOAR | +2,276,359 | +28.6% | 10,233,181 |
| JPMORGAN CHASE & CO | +2,232,692 | +8.1% | 29,666,939 |
| Amundi | +2,169,023 | +9.3% | 25,463,870 |
| FMR LLC | +1,657,409 | +3.1% | 55,541,141 |
| ROYAL BANK OF CANADA | +1,642,213 | +41.7% | 5,577,794 |
| CITIGROUP INC | +1,275,178 | +21.4% | 7,234,261 |
| Pictet Asset Management Holding SA | +1,152,198 | +3.2% | 36,743,822 |
| ASR Vermogensbeheer N.V. | +1,083,910 | +82.3% | 2,401,020 |
| VANGUARD CAPITAL MANAGEMENT LLC | +816,468 | +0.8% | 98,080,411 |
| DZ BANK AG Deutsche Zentral Genosse | +805,184 | +13.8% | 6,650,553 |
| Grantham, Mayo, Van Otterloo & Co. | +775,073 | +145.2% | 1,308,707 |
| TD Asset Management Inc | +732,525 | +28.7% | 3,283,895 |
| FRANKLIN RESOURCES INC | +724,551 | +14.2% | 5,826,152 |
| VANGUARD ASSET MANAGEMENT, Ltd | +716,193 | +5.1% | 14,828,609 |
| CREDIT AGRICOLE S A | +711,613 | +76.3% | 1,644,169 |
| BANK OF AMERICA CORP /DE | +670,229 | +6.9% | 10,325,213 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital World Investors | -8,950,341 | -38.1% | 14,545,505 |
| DEUTSCHE BANK AG | -7,775,104 | -24.4% | 24,147,522 |
| PZENA INVESTMENT MANAGEMENT LLC | -3,940,226 | -14.8% | 22,604,129 |
| SIH Partners, LLLP | -3,008,761 | -96.8% | 98,350 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -2,614,508 | -4.0% | 62,927,553 |
| JANE STREET GROUP, LLC | -2,204,186 | -74.7% | 746,183 |
| Qube Research & Technologies Ltd | -2,137,788 | -28.1% | 5,474,754 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -1,816,201 | -9.6% | 17,034,727 |
| Exane Asset Management | -1,702,637 | -90.4% | 180,748 |
| JANUS HENDERSON GROUP PLC | -1,668,313 | -24.3% | 5,193,433 |
| Ninety One UK Ltd | -1,554,733 | -17.9% | 7,133,245 |
| Zurcher Kantonalbank (Zurich Canton | -1,441,535 | -2.5% | 55,233,032 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,432,477 | -91.5% | 133,183 |
| Russell Investments Group, Ltd. | -1,333,644 | -17.2% | 6,405,254 |
| Legal & General Group Plc | -1,277,920 | -5.5% | 22,124,624 |
| Fisher Asset Management, LLC | -1,153,944 | -1.7% | 64,920,294 |
| Nuveen, LLC | -745,235 | -6.6% | 10,482,169 |
| D. E. Shaw & Co., Inc. | -734,317 | -55.7% | 583,637 |
| ANTIPODES PARTNERS Ltd | -562,450 | -95.8% | 24,604 |
| Bank Julius Baer & Co. Ltd, Zurich | -513,151 | -8.4% | 5,601,012 |