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 Mar 31, 2025
Ownership Breakdown
621
Institutional Holders
▲ 11 vs Q4
$42.98B
Total Inst. Value
▲ $23.23M vs Q4
3.28B
Shares Outstanding
freeFloat 94.19%
1.41B
13F Shares Held
▼ 2.03M vs Q4
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
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
UBS GROUP AG national commercial banks | 147.27M | 4.63% | 4.63% | $4.51T | May 13, 2025 | ▼ 6.31M |
NORGES BANK national commercial banks | 139.89M | 4.40% | 4.40% | $4.25T | May 11, 2026 | ▼ 43.22M |
VANGUARD GROUP INC national commercial banks | 131.45M | 4.13% | 4.13% | $4.04T | May 9, 2025 | ▲ 3.56M |
UBS ASSET MANAGEMENT AMERICAS INC national commercial banks | 74.89M | 2.36% | 2.36% | $2.29T | May 19, 2025 | ▲ 1.36M |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ national commercial banks | 74.42M | 2.34% | 2.34% | $2.28T | May 2, 2025 | ▼ 6.79M |
DODGE & COX national commercial banks | 72.61M | 2.28% | 2.28% | $2.22T | May 14, 2025 | ▼ 888.3K |
FMR LLC national commercial banks | 70.95M | 2.23% | 2.23% | $2.16T | May 12, 2025 | ▲ 15.42M |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) national commercial banks | 55.59M | 1.75% | 1.75% | $1.69T | May 7, 2025 | ▲ 4.21M |
FISHER ASSET MANAGEMENT, LLC national commercial banks | 49.98M | 1.57% | 1.57% | $1.53T | May 14, 2025 | ▲ 45.94M |
CEVIAN CAPITAL II GP LTD national commercial banks | 43.79M | 1.38% | 1.38% | $1.34T | May 15, 2025 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
24
Increased
+103.36M shares4
New Positions
first time holders21
Decreased
−80.71M shares0
Sold Out
fully exitedNet shares change (top 50)
+22.65M
+103.36M / −80.71M
Net new holders
+7
4 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 43.1% of total shares outstanding. Company insiders own approximately 5.81%, while retail and public investors account for the remaining 51.13%.
The largest institutional shareholder of UBS Group AG is UBS GROUP AG, holding approximately 147.27 million shares — equal to 4.63% of outstanding shares — as of March 31, 2025.
A total of 621 institutional investors currently hold UBS stock, with a combined institutional value of approximately $42.98 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 43.1% of shares. The largest shareholder is UBS GROUP AG with a 4.63% stake. Company insiders hold 5.81%. Data sourced from SEC Form 13F as of March 31, 2025.