UBS Group AG - Common Stock (UBS) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
UBS on NYSE
Shares outstanding
3,497,174,050
Price per share
$46.31
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,212,034,192
Total reported value
$49,369,905,765
% of total 13F portfolios
0.03%
Share change
-110,321,271
Value change
-$3,440,970,381
Number of holders
606
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UBS Group AG - Common Stock (UBS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
NORGES BANK 4% $4,235,777,209 139,886,962 Norges Bank 31 Mar 2025

As of 30 Sep 2025, 606 institutional investors reported holding 1,212,034,192 shares of UBS Group AG - Common Stock (UBS). This represents 35% of the company’s total 3,497,174,050 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UBS Group AG - Common Stock (UBS) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 3.9% 137,347,438 +1.5% 0.08% $5,646,902,566
UBS Group AG 3.8% 132,478,549 +14% 1.1% $5,431,620,509
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.2% 77,353,590 +21% 0.98% $3,171,497,190
WELLINGTON MANAGEMENT GROUP LLP 1.8% 63,671,310 +255% 0.46% $2,601,589,018
Fisher Asset Management, LLC 1.7% 61,168,437 +4.7% 0.91% $2,507,905,947
Zurcher Kantonalbank (Zurich Cantonalbank) 1.5% 52,794,518 -11% 5% $2,157,159,894
FMR LLC 1.4% 48,458,708 -0.27% 0.1% $1,979,984,196
Cevian Capital II GP LTD 1.4% 48,117,675 0% 58% $1,972,824,675
Dodge & Cox 1.2% 42,641,442 -6.6% 0.95% $1,752,933,940
Capital World Investors 1.1% 37,343,504 +1% 0.21% $1,525,163,322
Pictet Asset Management Holding SA 1% 35,302,882 -1.2% 1.4% $1,442,464,689
JPMORGAN CHASE & CO 0.99% 34,776,844 +10% 0.09% $1,425,850,644
PZENA INVESTMENT MANAGEMENT LLC 0.85% 29,746,473 -3.7% 3.1% $967,057,831
DEUTSCHE BANK AG\ 0.71% 24,860,799 +8.3% 0.34% $1,019,292,759
Legal & General Group Plc 0.67% 23,403,367 -5.6% 0.21% $956,263,936
GOLDMAN SACHS GROUP INC 0.6% 20,907,270 +13% 0.12% $857,198,070
Amundi 0.57% 19,997,948 -1.7% 0.26% $820,715,787
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.56% 19,434,955 +3.7% 0.5% $794,541,406
BANK OF AMERICA CORP /DE/ 0.49% 17,026,177 +102% 0.05% $698,073,245
ACADIAN ASSET MANAGEMENT LLC 0.44% 15,367,879 +13752% 1.1% $627,869,000
Vontobel Holding Ltd. 0.4% 13,835,545 +0.09% 1.8% $564,951,610
VIKING GLOBAL INVESTORS LP 0.37% 13,096,560 +408% 1.4% $534,852,290
Nuveen, LLC 0.31% 10,695,670 -6.1% 0.12% $437,349,614
BANK OF MONTREAL /CAN/ 0.27% 9,325,276 +249% 0.17% $380,782,246
Ninety One UK Ltd 0.25% 8,689,535 0.77% $355,051,577

Institutional Holders of UBS Group AG - Common Stock (UBS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,357,158 $155,900,471 +$10,093,499 $46.31 52
2025 Q3 1,212,034,192 $49,369,905,765 -$3,440,970,381 $41.00 606
2025 Q2 1,321,824,778 $44,479,548,272 +$1,722,268,190 $33.82 590
2025 Q1 1,271,503,225 $38,722,070,787 -$4,551,573,537 $30.63 574
2024 Q4 1,413,525,845 $42,953,761,571 +$781,560,467 $30.32 563
2024 Q3 1,383,852,053 $42,574,513,976 -$609,528,710 $30.91 543
2024 Q2 1,403,777,007 $41,312,722,773 +$3,418,920,504 $29.54 546
2024 Q1 1,381,732,386 $42,330,006,719 +$1,401,668,443 $30.72 529
2023 Q4 1,335,537,749 $41,165,785,581 +$1,577,488,245 $30.90 515
2023 Q3 1,282,349,572 $31,672,053,188 +$348,403,025 $24.65 478
2023 Q2 1,267,896,551 $25,674,446,157 -$2,902,891,926 $20.27 447
2023 Q1 1,409,429,855 $29,938,004,204 +$3,127,143,579 $21.34 424
2022 Q4 1,260,507,998 $23,540,028,278 -$100,895,424 $18.67 366
2022 Q3 1,267,946,313 $18,490,219,187 -$386,884,804 $14.51 355
2022 Q2 1,291,530,531 $20,874,361,630 -$1,057,604,336 $16.22 359
2022 Q1 1,359,289,904 $26,606,903,964 -$417,519,103 $19.54 370
2021 Q4 1,378,833,903 $24,737,336,290 +$1,092,650,832 $17.87 358
2021 Q3 1,323,582,161 $21,171,032,364 +$228,917,573 $15.94 348
2021 Q2 1,305,683,207 $20,031,404,139 +$1,784,628,487 $15.34 353
2021 Q1 1,187,824,653 $18,438,727,456 -$1,744,600,299 $15.53 339
2020 Q4 1,297,249,037 $18,036,426,222 +$202,303,963 $14.13 334
2020 Q3 1,289,258,735 $14,238,756,106 +$308,495,625 $11.15 298
2020 Q2 1,258,979,362 $14,406,549,549 +$172,933,602 $11.54 295
2020 Q1 1,244,945,966 $11,522,654,010 -$717,487,880 $9.26 287
2019 Q4 1,313,766,332 $16,549,526,384 +$1,275,858,310 $12.58 289
2019 Q3 1,201,027,104 $13,606,769,331 -$1,872,811,329 $11.31 280
2019 Q2 1,366,557,473 $16,213,461,991 +$1,192,387,174 $11.85 297
2019 Q1 1,262,702,216 $15,294,663,231 -$2,010,408,962 $12.11 314
2018 Q4 1,433,074,808 $17,770,664,637 -$346,743,223 $12.38 304
2018 Q3 1,449,394,465 $22,852,305,045 +$1,726,967,381 $15.73 303
2018 Q2 1,338,389,046 $20,574,751,331 -$903,446,848 $15.34 291
2018 Q1 1,398,853,022 $24,611,014,961 -$299,391,500 $17.66 311
2017 Q4 1,415,402,096 $26,006,610,563 +$987,185,255 $18.39 284
2017 Q3 1,361,374,764 $23,284,940,154 +$345,720,960 $17.15 254
2017 Q2 1,340,569,920 $22,734,217,935 +$3,757,906,331 $16.98 255
2017 Q1 1,118,344,359 $17,863,702,075 +$233,061,256 $15.95 245
2016 Q4 1,102,809,091 $17,334,847,501 +$1,960,050,682 $15.67 249
2016 Q3 977,461,941 $13,230,781,240 -$821,368,350 $13.62 219
2016 Q2 1,040,232,971 $13,445,260,466 +$136,891,215 $12.96 240
2016 Q1 1,024,404,427 $16,465,223,315 -$166,534,417 $16.02 227
2015 Q4 1,034,011,361 $20,096,146,433 -$358,614,794 $19.37 241
2015 Q3 1,046,466,072 $19,369,344,244 +$3,340,093,870 $18.52 225
2015 Q2 869,467,290 $18,423,651,134 +$746,599,498 $21.20 197
2015 Q1 825,970,888 $15,525,854,484 +$2,793,330,499 $18.77 168
2014 Q4 677,327,714 $11,589,306,553 +$9,882,527,682 $17.05 139