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Data sourced from public SEC filings.

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UBS Group AG

UBSG.SW

4 institutional investors and hedge funds own UBSG.SW, holding 68,564,197 shares worth $2.5B (latest 13F filings).

Advanced Chart

Who owns UBS Group AG stock?

Institutional holders of UBSG.SW — largest position first.

Super Fund
Position
Shares
Curr. Value
Port. %
Activity
Dodge & CoxEquity
33,644,642
$1,308,575,068
0.72%
-0.06%
Pzena Investment ManagementEquity
26,544,355
$815,708,023
2.65%
-10.85%
Ninety One UKEquity
7,133,245
$354,252,500
0.79%
-17.90%
Patient Capital ManagementEquity
1,241,955
$48,523,214
1.81%
+4.60%

Ownership Statistics

Total Shares Held: 68,564,197
Total Value Reported: $2,527,058,805
Average Allocation per Portfolio 1.49%
Largest Single Portfolio Allocation: 2.65%
Largest Shareholder: Dodge & Cox
Change in Total Shares Held (Q on Q): -13,879,839
Percentage Change in Shares Held (Q on Q): -16.84%
Number of Super Fund Holders: 4
Number of New Holders (Q on Q): 0
Number of Funds with Additions (Q on Q): 1
Number of Funds with Reductions (Q on Q): 4
Number of Funds Fully Divested (Q on Q): 1
Number of Funds with No Change (Q on Q): 0

Ownership Distribution

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Ownership History

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Company Profile

Fundamental Data