UBS Group AG (NYSE:UBS)

13.14
Delayed Data
As of Jan 17
 -0.06 / -0.45%
Today’s Change
10.12
Today|||52-Week Range
13.62
+4.45%
Year-to-Date
Institutional investors hold 38.43% of UBS's outstanding shares This is below the norm for stocks in the Major Banks industry and implies that this is not a key holding for them.
Other institutional5.37%
Mutual fund holders33.06%
Individual stakeholders--

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

10/31/2019VP FUND SOLUTIONS (LIECHTENSTEIN...  Bought 855.7 Thousand shares of UBS Group AG
12/31/2019TOCQUEVILLE ASSET MANAGEMENT LP  Bought 745.8 Thousand shares of UBS Group AG
10/31/2019BALOISE ASSET MANAGEMENT SCHWEIZ...  Bought 688.8 Thousand shares of UBS Group AG

Top 10 Owners of UBS Group AG

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Massachusetts Financial Services ...4.19%161,703,6632,034,232,081+3,359,337+2.12%
Dodge & Cox3.76%144,998,8271,824,085,244+15,857,400+12.28%
Norges Bank Investment Management3.01%115,997,2621,459,245,556+1,283,365+1.12%
The Vanguard Group, Inc.2.61%100,629,5781,265,920,091+17,564+0.02%
Credit Suisse Securities (USA) LL...2.46%94,816,5491,192,792,186-6,158,606-6.10%
UBS Asset Management Switzerland ...1.81%69,723,902877,126,687-2,179,762-3.03%
Wellington Management Co. LLP1.49%57,404,753722,151,793-743,267-1.28%
Fisher Asset Management LLC1.36%52,490,995660,336,717+1,384,055+2.71%
Zürcher Kantonalbank (Investment ...0.98%37,839,071476,015,513-3,422,622-8.29%
Credit Suisse Asset Management (S...0.84%32,279,882406,080,916-174,150-0.54%

Top 10 Mutual Funds Holding UBS Group AG

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Funds - International...3.06%117,997,8271,484,412,66400.00%
Government Pension Fund - Global ...2.42%93,550,8821,176,870,096-31,350,774-25.10%
Vanguard Total International Stoc...1.43%55,281,055695,435,672+232,951+0.42%
Artisan International Value Fund1.21%46,517,441585,189,408-375,371-0.80%
CSIF (CH) Umbrella - Switzerland ...0.68%26,212,166329,749,048+331,671+1.28%
Vanguard Developed Markets Index ...0.55%21,295,219267,893,855+26,923+0.13%
Vanguard Wellington Fund0.47%18,189,377228,822,363+399,449+2.25%
Dodge & Cox Funds - Global Stock ...0.45%17,534,800220,587,78400.00%
iShares Tr. - MSCI EAFE ETF0.43%16,664,204209,635,68600.00%
MFS International Intrinsic Value...0.42%16,224,391204,102,83900.00%