Who Owns UBS Group Registered Stock?
NYSE: UBSFinanceMajor BanksUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
After hours: 47.06 -0.02%
Ownership breakdown
- Held by institutions
- 51.08%
- Held by insiders
- 0.06%
- Institutional holders
- 1,419
- Institutions 51.1%
- Insiders 0.1%
- Public and other 48.9%
Who owns UBS Group Registered stock?
Institutional investors own about 51.1% of UBS Group Registered's shares, spread across 1,419 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.06% of UBS.
The largest institutional holders are UBS Group AG (3.09%), Vanguard Capital Management LLC (2.83%) and NORGES BANK (2.77%). Together, the top 10 institutions control 19.8% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their UBS positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UBS
| Institution | Shares | % Held | Change |
|---|---|---|---|
| UBS Group AG | 107.14M | 3.09% | +0.2% |
| Vanguard Capital Management LLC | 98.08M | 2.83% | +0.8% |
| NORGES BANK | 95.85M | 2.77% | -8.7% |
| Fisher Asset Management, LLC | 64.92M | 1.88% | -1.8% |
| Massachusetts Financial Services Co. | 62.93M | 1.82% | -4.0% |
| Wellington Management Group, LLP | 59.55M | 1.72% | +19.3% |
| FMR, LLC | 55.54M | 1.60% | +3.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55.23M | 1.60% | -2.5% |
| Cevian Capital II Gp Ltd | 48.12M | 1.39% | 0.0% |
| Pictet Asset Management Holding SA | 36.74M | 1.06% | +3.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of UBS
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | 46.00M | 1.33% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | 32.42M | 0.94% |
| Artisan Partners Funds Inc.-Artisan International Value Fund | 31.74M | 0.92% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | 30.58M | 0.88% |
| VANGUARD WELLINGTON FUND | 23.84M | 0.69% |
| iShares Trust-iShares Core MSCI EAFE ETF | 23.46M | 0.68% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | 12.34M | 0.36% |
| iShares Trust-iShares MSCI EAFE ETF | 11.10M | 0.32% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | 10.82M | 0.31% |
| MFS Series Trust XVII-MFS International Equity Fund | 10.56M | 0.31% |
Frequently asked questions
Who is the largest shareholder of UBS Group Registered?
UBS Group AG is the largest institutional shareholder of UBS, owning 3.09% of shares outstanding (107.14M shares) as of its latest 13F filing.
What percentage of UBS Group Registered is owned by institutions?
Institutions own about 51.1% of UBS shares and 51.1% of the public float.
How much of UBS Group Registered do insiders own?
Insiders, such as officers and directors, own about 0.06% of UBS shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.