UBS Group AG - Common Stock (UBS)

Historical Holders 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 as of 30 Sep 2025
1,212,023,772
Holdings value
$49,369,200,506
% of all portfolios
0.03%
Share change
-110,331,691
Value change
-$3,441,316,575
Average buys %
+0%
Average sells %
-0.01%
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% $3,727,987,537 139,886,962 Norges Bank 31 Mar 2025
As of 30 Sep 2025, UBS Group AG - Common Stock (UBS) has 606 institutional shareholders filing 13F forms. They hold 1,212,023,772 shares of 3,497,174,050 outstanding shares (35%) .

Top 25 institutional shareholders own 29% of the company.

Filer Ownership Nb Shares 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 Investors
2025 Q4 2,048,764 $95,111,677 +$5,032,196 $46.31 29
2025 Q3 1,212,023,772 $49,369,200,506 -$3,441,316,575 $41.00 606
2025 Q2 1,321,824,778 $44,479,548,272 +$1,722,261,917 $33.82 590
2025 Q1 1,271,466,259 $38,720,947,491 -$4,551,575,350 $30.63 572
2024 Q4 1,411,783,334 $42,900,990,962 +$6,160,212,314 $30.32 555
2024 Q3 1,206,199,784 $37,100,334,975 -$6,260,206,169 $30.91 546
2024 Q2 1,416,683,011 $41,692,264,119 +$8,699,406,593 $29.54 550
2024 Q1 1,215,525,016 $37,216,225,698 -$3,722,717,239 $30.72 536
2023 Q4 789,494 $24,470,850 +$2,453,108 $30.97 3
2023 Q3 1,104,612,025 $27,266,423,103 +$147,282,502 $24.65 466
2023 Q2 1,098,380,411 $22,249,850,848 -$6,528,000,010 $20.27 437
2023 Q1 1,401,855,841 $29,778,034,393 +$3,133,495,679 $21.34 415
2022 Q4 1,252,440,550 $23,389,984,901 -$145,712,536 $18.67 358
2022 Q3 1,264,647,837 $18,442,255,963 -$385,884,269 $14.51 349
2022 Q2 1,288,721,868 $20,828,805,749 -$1,057,937,546 $16.22 353
2022 Q1 1,358,790,701 $26,597,262,565 -$405,635,715 $19.54 363
2021 Q4 1,373,117,379 $24,635,081,109 +$983,910,101 $17.87 353
2021 Q3 1,309,120,677 $20,937,894,557 +$221,460,728 $15.94 342
2021 Q2 1,297,696,205 $19,909,035,363 +$1,767,385,653 $15.34 348
2021 Q1 1,185,113,931 $18,406,117,722 -$1,776,547,277 $15.53 333
2020 Q4 1,296,383,277 $18,024,316,075 +$198,685,839 $14.13 326
2020 Q3 1,287,099,948 $14,214,877,410 +$305,211,074 $11.15 292
2020 Q2 1,258,241,318 $14,398,036,435 +$164,584,549 $11.54 289
2020 Q1 1,244,736,768 $11,520,717,948 -$716,791,279 $9.26 281
2019 Q4 1,291,489,139 $16,269,290,914 +$1,256,115,795 $12.58 283
2019 Q3 1,179,518,328 $13,363,517,811 -$1,962,460,378 $11.31 274
2019 Q2 1,366,333,411 $16,210,801,413 +$2,271,059,723 $11.85 293
2019 Q1 1,232,130,142 $14,924,447,367 -$2,001,368,283 $12.11 310
2018 Q4 1,357,501,967 $16,828,740,524 -$312,032,644 $12.38 297
2018 Q3 1,449,016,509 $22,846,365,030 +$1,728,337,034 $15.73 299
2018 Q2 1,338,357,995 $20,574,280,554 +$828,822,855 $15.34 288
2018 Q1 1,395,556,968 $24,552,809,319 -$295,903,021 $17.66 305
2017 Q4 1,414,686,311 $25,993,515,344 +$978,056,163 $18.39 279
2017 Q3 1,360,664,777 $23,272,817,912 +$346,492,086 $17.15 249
2017 Q2 1,282,417,268 $21,748,833,883 +$3,572,684,134 $16.98 251
2017 Q1 1,118,338,538 $17,863,617,179 +$213,010,513 $15.95 243
2016 Q4 1,099,881,192 $17,288,896,501 +$1,958,397,653 $15.67 246
2016 Q3 975,542,074 $13,204,634,240 -$816,953,014 $13.62 215
2016 Q2 1,038,636,585 $13,424,573,924 +$143,545,345 $12.96 235
2016 Q1 1,022,314,026 $16,431,739,315 -$166,392,342 $16.02 222
2015 Q4 1,033,748,889 $20,091,060,433 -$341,780,030 $19.37 237
2015 Q3 1,041,084,036 $19,269,669,244 +$3,308,577,604 $18.52 223
2015 Q2 866,152,238 $18,353,361,575 +$771,792,843 $21.20 193
2015 Q1 825,839,653 $15,523,391,484 +$2,807,631,290 $18.77 167
2014 Q4 677,315,755 $11,589,102,553 +$9,882,321,775 $17.05 138