Who Owns UBS?

UBS Group AG — Institutional Ownership & 13F Holdings

$43.91

+1.20 (+2.81%)

Market Cap

$130.2B

Shares Outstanding

3,091,699,191

Institutional Holders

576

Total Inst. Value

$200.4B

% of Float Held

42.1%

QoQ Holder Change

+176

Institutional data as of Q1 2025

New Positions

132

Closed Positions

51

Increased

204

Decreased

170

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1CANADA PENSION PLAN INVESTMENT BOARD$166.4B5,475,476
2UBS Group AG$4.5B147,271,042
3VANGUARD GROUP INC$4.0B131,449,343
4UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.3B74,893,429
5DODGE & COX$2.2B72,608,792
6FMR LLC$2.2B70,952,562
7Fisher Asset Management, LLC$1.5B49,975,870
8Cevian Capital II GP LTD$1.3B43,787,401
9Capital World Investors$1.2B37,800,654
10GOLDMAN SACHS GROUP INC$1.2B37,654,399

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Frequently Asked Questions

How many institutional investors hold UBS?

As of Q1 2025, 576 institutional investors report holding UBS (UBS Group AG) in their 13F filings.

What percentage of UBS Group AG is owned by institutions?

Institutional investors hold approximately 42.1% of UBS Group AG's float as reported in SEC 13F filings.

Which hedge fund owns the most UBS?

The largest institutional holder of UBS is CANADA PENSION PLAN INVESTMENT BOARD with $166.4B in shares.

Are institutions buying or selling UBS?

This quarter, 132 institutions opened new positions in UBS and 51 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.