UBS Group AG (NYSE:UBS)
| 20.18 Delayed Data As of Jun 09 |  -0.07 / -0.35%Today’s Change | 13.80 Today|||52-Week Range 22.30 | +8.09% Year-to-Date |
Institutional investors purchased a net $91.0 million shares of UBS during the quarter ended June 2019. This may signal that the smart money is gaining interest in this company as the 44.97% of shares outstanding that institutional investors hold is actually below the Major Banks industry average.
| Other institutional | 9.05% |
| Mutual fund holders | 35.92% |
| Individual stakeholders | -- |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 3/31/2023 | UBS SECURITIES LLC Bought 297.3 Million shares of UBS Group AG |
| 3/31/2023 | VONTOBEL ASSET MANAGEMENT, INC. Bought 10.0 Million shares of UBS Group AG |
| 3/31/2023 | CAUSEWAY CAPITAL MANAGEMENT LLC Bought 9.7 Million shares of UBS Group AG |
Top 10 Owners of UBS Group AG
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| UBS Securities LLC | 8.47% | 298,598,042 | 6,046,610,351 | +297,334,785 | +23,537.16% |
| Dodge & Cox | 4.40% | 155,111,813 | 3,141,014,213 | -4,203,904 | -2.64% |
| Norges Bank Investment Management | 3.33% | 117,305,480 | 2,375,435,970 | -39,305,538 | -25.10% |
| Massachusetts Financial Services ... | 3.17% | 111,820,307 | 2,264,361,217 | -20,239,302 | -15.33% |
| Credit Suisse Asset Management (S... | 2.09% | 73,487,259 | 1,488,116,995 | +2,005,542 | +2.81% |
| The Vanguard Group, Inc. | 2.08% | 73,342,393 | 1,485,183,458 | -4,357,429 | -5.61% |
| Zürcher Kantonalbank (Investment ... | 1.24% | 43,715,631 | 885,241,528 | +294,568 | +0.68% |
| Pictet Asset Management SA | 0.86% | 30,176,713 | 611,078,438 | -1,954,240 | -6.08% |
| Credit Suisse AG (Broker) | 0.82% | 28,757,777 | 582,344,984 | +3,095,477 | +12.06% |
| Fidelity Management & Research Co... | 0.70% | 24,714,601 | 500,470,670 | +9,433,616 | +61.73% |
Top 10 Mutual Funds Holding UBS Group AG
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Government Pension Fund - Global ... | 3.30% | 116,136,090 | 2,351,755,823 | -48,722,116 | -29.55% |
| Dodge & Cox International Stock F... | 2.28% | 80,221,742 | 1,624,490,276 | -4,706,900 | -5.54% |
| Vanguard Total International Stoc... | 1.07% | 37,805,725 | 765,565,931 | +81,048 | +0.21% |
| Artisan International Value Fund | 1.06% | 37,433,198 | 758,022,260 | +9,449,746 | +33.77% |
| Dodge & Cox Stock Fund | 1.01% | 35,680,800 | 722,536,200 | 0 | 0.00% |
| Vanguard Developed Markets Index ... | 0.63% | 22,271,902 | 451,006,016 | +317,536 | +1.45% |
| CSIF (CH) Umbrella - Eq. Switzerl... | 0.55% | 19,302,390 | 390,873,398 | -39,505 | -0.20% |
| iShares Tr. - Core MSCI EAFE ETF | 0.51% | 17,914,068 | 362,759,877 | 0 | 0.00% |
| MFS International Intrinsic Value... | 0.44% | 15,553,877 | 314,966,009 | +2,837,317 | +22.31% |
| St. James's Place Unit Trust - Gl... | 0.40% | 14,191,586 | 287,379,617 | +1,217,436 | +9.38% |