Who owns UBS Group?What is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
Institutions own 32.9% of UBS Group's shares, through 815 funds, banks and other managers that report their holdings to the SEC; individual investors and others hold the rest. The largest on 30 June 2026 were UBS Group AG (3.5%), Vanguard Capital Management LLC (3.2%), Norges Bank (3.1%).
- Institutions ownWhat is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
- 32.9%
- Institutional holders
- 815
- The 10 largest hold
- 22.2%
- Free floatWhat is free float? Free float is the part of a company's shares that anyone can buy and sell: all its shares minus those held by insiders, founders and owners of over 5%.
- 99.5%
- Holdings as of
- 30 Jun 2026
Who owns the shares
Shares free to trade
Closely held shares belong to insiders, founders and owners of more than 5%, and seldom change hands. The free float is the rest: the shares anyone can buy and sell.
The largest shareholders
| # | Holder | Shares | Of the company | Value | Change last quarter (shares) |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 107,137,265 | 3.47% | 5.31B USD | +247,083 |
| 2 | Vanguard Capital Management LLC | 98,080,411 | 3.18% | 4.86B USD | +816,468 |
| 3 | Norges Bank | 95,849,980 | 3.11% | 4.75B USD | New position |
| 4 | Fisher Asset Management, LLC | 64,920,294 | 2.11% | 3.22B USD | -1,153,944 |
| 5 | Massachusetts Financial Services Co | 62,927,553 | 2.04% | 3.20B USD | -2,614,508 |
| 6 | Wellington Management Group LLP | 59,553,311 | 1.93% | 2.96B USD | +9,632,654 |
| 7 | FMR LLC | 55,541,141 | 1.80% | 2.75B USD | +1,657,409 |
| 8 | Zurcher Kantonalbank (zurich Cantonalbank) | 55,233,032 | 1.79% | 2.74B USD | -1,441,535 |
| 9 | Cevian Capital II Gp Ltd | 48,117,675 | 1.56% | 2.38B USD | 0 |
| 10 | Pictet Asset Management Holding SA | 36,743,822 | 1.19% | 1.82B USD | +1,152,198 |
| 11 | Dodge & Cox | 33,630,342 | 1.09% | 1.67B USD | -14,300 |
| 12 | JPMorgan Chase & Co | 29,666,939 | 0.96% | 1.47B USD | +2,232,692 |
| 13 | Vanguard Fiduciary Trust Co | 27,709,028 | 0.90% | 1.37B USD | +198,485 |
| 14 | Amundi | 25,463,870 | 0.83% | 1.26B USD | +2,169,023 |
| 15 | Deutsche Bank Ag\ | 24,147,522 | 0.78% | 1.20B USD | -7,775,104 |
| 16 | Pzena Investment Management LLC | 22,604,129 | 0.73% | 905.52M USD | -3,940,226 |
| 17 | Legal & General Group PLC | 22,124,624 | 0.72% | 1.10B USD | -1,277,920 |
| 18 | Goldman Sachs Group Inc | 19,805,601 | 0.64% | 981.57M USD | +4,460,615 |
| 19 | Arrowstreet Capital, Limited Partnership | 17,034,727 | 0.55% | 844.22M USD | -1,816,201 |
| 20 | Assenagon Asset Management S.a. | 16,536,418 | 0.54% | 821.23M USD | +16,277,125 |
| 21 | Vanguard Asset Management, Ltd | 14,828,609 | 0.48% | 734.92M USD | +716,193 |
| 22 | Vontobel Holding Ltd. | 14,698,356 | 0.48% | 728.43M USD | -427,925 |
| 23 | Capital World Investors | 14,545,505 | 0.47% | 720.56M USD | -8,950,341 |
| 24 | Nuveen, LLC | 10,482,169 | 0.34% | 520.26M USD | -745,235 |
| 25 | Bank Of America Corp | 10,325,213 | 0.33% | 511.72M USD | +670,229 |
All institutions last quarter
- Bought or added
- 582 · 149 new
- Sold or cut
- 293 · 67 sold out
- Net shares bought
- +119.31M · 5.91B USD
- Institutional ownership
- 29.8% → 32.9%
Biggest buyers last quarter
- Norges BankNew position
- Assenagon Asset Management S.a.+16,277,125
- Wellington Management Group LLP+9,632,654
- Jupiter Topco LLCNew position
- Dimensional Fund Advisors LPNew position
Biggest sellers last quarter
- Capital World Investors-8,950,341
- Deutsche Bank Ag\-7,775,104
- Sih Partners, Lllp-4,417,600
- Pzena Investment Management LLC-3,940,226
- Massachusetts Financial Services Co-2,614,508
From the holders' 13F filings with the SEC for the quarter to 30 Jun 2026, filed up to 45 days after it; the buyers and sellers are among the 100 largest holders.
Common questions about UBS Group's shareholders
Source: Financial Modeling Prep
