UBS Group AG (UBS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

3,717,105,263Shares Outstanding

65,887,254Shares held by institutions

$2,788,348,589Value of institutional holdings

35.85%Institutional ownership %

9.37%Shares Changed QoQ

644No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

UBS Group AG (NYSE:UBS) currently has 644 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

These investors collectively held 35.8% of the company's total shares outstanding in December 2025, up from 33.3% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 9.37%, with a year-over-year an increase of 13.78% in the count of filers.
Of these 644 institutional investors, 347 increased their holdings in UBS Group AG, while 187 of them reduced positions, and 110 investors maintained their exposure.
Collectively, institutional investors increased their stake in UBS Group AG to 1.33Bn shares as of December 2025, a change that is up by 114.16Mn shares quarter on quarter and down 99.73Mn shares year over year.
With 146.28Mn shares, UBS Group AG commands the largest institutional position in UBS Group AG as of December 31, 2025, equating to 3.94% of the company.
Among the most significant buyers of UBS Group AG during December 2025 were NORGES BANK (104.98Mn), UBS Group AG (13.80Mn), FMR LLC (9.64Mn), JPMORGAN CHASE & CO (5.62Mn), JANUS HENDERSON GROUP PLC (4.92Mn).
Leading sellers of UBS Group AG stock in December 2025 included GOLDMAN SACHS GROUP INC (11.19Mn), DODGE & COX (8.98Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (8.73Mn), BANK OF MONTREAL /CAN/ (7.13Mn), BANK OF AMERICA CORP /DE/ (6.32Mn).
The top 10 institutional holders of UBS Group AG for the quarter ending December 2025 included UBS Group AG (146.28Mn), VANGUARD GROUP INC (139.11Mn), NORGES BANK (104.98Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (68.62Mn), Fisher Asset Management, LLC (64.11Mn), FMR LLC (58.10Mn), WELLINGTON MANAGEMENT GROUP LLP (57.65Mn), Zurcher Kantonalbank (Zurich Cantonalbank) (49.53Mn), Cevian Capital II GP LTD (48.12Mn), JPMORGAN CHASE & CO (40.39Mn).

644 Institutional Holders

65,887,254 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
UBS Group AG	31 Dec, 2025	146,278,934	13,800,385	10.42%	$6,774,177,430.00
VANGUARD GROUP INC	31 Dec, 2025	139,105,725	1,758,287	1.28%	$6,423,206,851.00
NORGES BANK	31 Dec, 2025	104,982,026	104,982,026	0.00%	$4,889,413,254.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	68,622,440	-8,731,150	-11.29%	$3,177,905,196.00
Fisher Asset Management, LLC	31 Dec, 2025	64,107,264	2,938,827	4.80%	$2,968,807,431.00
FMR LLC	31 Dec, 2025	58,098,230	9,639,522	19.89%	$2,708,625,545.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	57,652,790	-6,018,520	-9.45%	$2,689,614,462.00
Zurcher Kantonalbank (Zurich Cantonalbank)	31 Dec, 2025	49,529,270	-3,265,248	-6.18%	$2,310,640,534.00
Cevian Capital II GP LTD	31 Dec, 2025	48,117,675	0	0.00%	$2,228,329,529.00
JPMORGAN CHASE & CO	31 Dec, 2025	40,392,294	5,615,450	16.15%	$1,870,567,192.00
Capital World Investors	31 Dec, 2025	37,399,326	55,822	0.15%	$1,728,952,411.00
Pictet Asset Management Holding SA	31 Dec, 2025	35,932,192	629,310	1.78%	$1,676,301,784.00
DODGE & COX	31 Dec, 2025	33,665,342	-8,976,100	-21.05%	$1,556,249,860.00
PZENA INVESTMENT MANAGEMENT LLC	31 Dec, 2025	29,774,573	28,100	0.09%	$1,100,468,200.00
DEUTSCHE BANK AG\	31 Dec, 2025	29,605,781	4,744,982	19.09%	$1,371,043,720.00
Legal & General Group Plc	31 Dec, 2025	23,611,119	207,752	0.89%	$1,101,501,831.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	22,217,253	-11,190,717	-33.50%	$1,028,881,022.00
Amundi	31 Dec, 2025	19,920,331	-77,617	-0.39%	$922,510,529.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	17,527,342	-1,907,613	-9.82%	$814,934,458.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	16,181,297	813,418	5.29%	$754,828.00

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