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 724 institutions that hold shares in the stock, with a total of 1.3 Billion shares, which have been reported (via 13F filing form) to have a value of $50.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
9,325,276
shares
|
$363 Million
0.16% of portfolio
|
Q3 2025
Added 248.68%
|
|
|
Ninety One Uk LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
8,689,535
shares
|
$338 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
8,618,813
shares
|
$335 Million
0.16% of portfolio
|
Q3 2025
Added 42.52%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
8,282,908
shares
|
$322 Million
0.4% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
7,922,061
shares
|
$308 Million
13.73% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,713,775
shares
|
$300 Million
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
6,760,992
shares
|
$263 Million
10.81% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,701,770
shares
|
$261 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
5,726,162
shares
|
$223 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
5,223,667
shares
|
$203 Million
2.46% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2025 Q3 2025 |
5,217,681
shares
|
$203 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
5,102,940
shares
|
$199 Million
0.2% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
4,527,451
shares
|
$176 Million
0.54% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,449,460
shares
|
$173 Million
0.02% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
4,439,632
shares
|
$173 Million
0.23% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
4,269,505
shares
|
$166 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
4,222,171
shares
|
$164 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
4,111,495
shares
|
$160 Million
0.98% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,780,238
shares
|
$147 Million
0.0% of portfolio
|
Q2 2024
Added 21.98%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,662,233
shares
|
$143 Million
0.22% of portfolio
|
Q3 2025
Added 21.62%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 13, 2025 Q3 2025 |
3,585,113
shares
|
$140 Million
0.33% of portfolio
|
Q3 2025
Reduced 18.44%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
3,428,251
shares
|
$133 Million
0.27% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
3,244,463
shares
|
$126 Million
1.59% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
2,978,387
shares
|
$116 Million
0.17% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,818,856
shares
|
$110 Million
0.13% of portfolio
|
Q3 2025
Added 73.83%
|
|