UBS Group AG
UBS Group AG (UBS) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · UBS · as of Sep 30, 2025
Ownership Breakdown
668
Institutional Holders
▲ 24 vs Q2
$49.81B
Total Inst. Value
▲ $5.32B vs Q2
3.28B
Shares Outstanding
freeFloat 94.19%
1.22B
13F Shares Held
▼ 105.31M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
UBS largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC national commercial banks | 137.35M | 4.32% | 4.32% | $5.65T | Nov 7, 2025 | ▲ 1.99M |
UBS GROUP AG national commercial banks | 132.48M | 4.17% | 4.17% | $5.43T | Nov 13, 2025 | ▲ 16.56M |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ national commercial banks | 77.35M | 2.43% | 2.43% | $3.17T | Oct 29, 2025 | ▲ 13.42M |
WELLINGTON MANAGEMENT GROUP LLP national commercial banks | 63.67M | 2.00% | 2.00% | $2.60T | Nov 14, 2025 | ▲ 45.73M |
FISHER ASSET MANAGEMENT, LLC national commercial banks | 61.17M | 1.92% | 1.92% | $2.51T | Nov 12, 2025 | ▲ 2.74M |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) national commercial banks | 52.79M | 1.66% | 1.66% | $2.16T | Nov 14, 2025 | ▼ 6.77M |
FMR LLC national commercial banks | 48.46M | 1.52% | 1.52% | $1.98T | Nov 13, 2025 | ▼ 129.6K |
CEVIAN CAPITAL II GP LTD national commercial banks | 48.12M | 1.51% | 1.51% | $1.97T | Nov 14, 2025 | — held |
DODGE & COX national commercial banks | 42.64M | 1.34% | 1.34% | $1.75T | Nov 13, 2025 | ▼ 2.99M |
CAPITAL WORLD INVESTORS national commercial banks | 37.34M | 1.17% | 1.17% | $1.53T | Nov 13, 2025 | ▲ 386.3K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
23
Increased
+134.60M shares2
New Positions
first time holders22
Decreased
−28.43M shares0
Sold Out
fully exitedNet shares change (top 50)
+106.17M
+134.60M / −28.43M
Net new holders
+3
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
UBS insider trading · insider activity
Source: SEC Form 4
3
Buy transactions
3
Sell transactions
1.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
No recent insider transactions reported.
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
UBS Group AG (UBS) is primarily owned by institutional investors, who hold approximately 37.1% of total shares outstanding. Company insiders own approximately 5.81%, while retail and public investors account for the remaining 57.07%.
The largest institutional shareholder of UBS Group AG is VANGUARD GROUP INC, holding approximately 137.35 million shares — equal to 4.32% of outstanding shares — as of September 30, 2025.
A total of 668 institutional investors currently hold UBS stock, with a combined institutional value of approximately $49.81 billion as of the most recent 13F filing period.
Frequently asked questions
UBS ownershipUBS Group AG (UBS) is primarily owned by institutional investors, who hold approximately 37.1% of shares. The largest shareholder is VANGUARD GROUP INC with a 4.32% stake. Company insiders hold 5.81%. Data sourced from SEC Form 13F as of September 30, 2025.