UBS Group

UBS • NYSE

UBS Group is a banks - diversified company in the financial services sector on NYSE, led by Sergio Ermotti, with a market cap of $148.29B. As of Q3 2025, 38% of shares are held by 599 institutional investors, with VANGUARD GROUP INC as the largest holder at 4.33%.

CEOSergio Ermotti

Market Cap$148.29B

Banks - Diversified

Financial Services

Employees112.8K

Websiteubs.com

Overview

Overview of institutional ownership in UBS as of Q3 2025 with a market cap of $129.94B

All Institutions

Institutions: 599
Value Held: $49.3B
Shares Held: 1.21B
Avg Position: $82.3M
Median Position: $772.7K

Hedge Funds

Hedge Funds: 39
Value Held: $3.8B
Shares Held: 91.7M
Avg Position: $96.3M
Median Position: $3.1M

Ownership Breakdown

Institutional (non-HF)

35.04%

$45.5B

Hedge Funds

2.89%

$3.8B

Retail & Other

62.07%

$80.7B

Based on market cap of $129.94B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UBS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$5.6B 0.08% of portfolio	4.33% 137.3M shares	Q1 2015 Held for 10y 9m	$6.69T
UBS Group AG Institution	Sergio P. Ermotti CEO	$5.4B 1.06% of portfolio	4.18% 132.5M shares	Q4 2014 Held for 11 years	$511.60B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$3.2B 0.98% of portfolio	2.44% 77.4M shares	Q4 2014 Held for 11 years	$322.72B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$2.6B 0.46% of portfolio	2.01% 63.7M shares	Q4 2014 Held for 11 years	$571.21B
F Fisher Asset Management, LLC Institution	-	$2.5B 0.91% of portfolio	1.93% 61.2M shares	Q3 2024 Held for 1y 3m	$276.29B
Z Zurcher Kantonalbank Institution	-	$2.2B 4.96% of portfolio	1.67% 52.8M shares	Q4 2014 Held for 11 years	$43.5B
FMR LLC Institution	-	$2.0B 0.10% of portfolio	1.53% 48.5M shares	Q4 2014 Held for 11 years	$1.92T
Cevian Capital II GP LTD Hedge Fund•Activist	Norma O'Sullivan Director	$2.0B 57.90% of portfolio	1.52% 48.1M shares	Q4 2023 Held for 2 years	$3.4B
DODGE & COX Long Only Manager	Dana Morton Emery CEO	$1.8B 0.95% of portfolio	1.35% 42.6M shares	Q3 2018 Held for 7y 3m	$185.33B
C Capital World Investors Institution	-	$1.5B 0.21% of portfolio	1.18% 37.3M shares	Q1 2023 Held for 2y 9m	$730.00B

Net Capital Flow

Institutional buying and selling activity for UBS in Q3 2025

Traded: +$4.4B
Buyers: 320
Sellers: 242
Total Bought: +$6.3B
Total Sold: −$1.9B
Avg Position: $74.9M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$1.9B +45.7M shares	$2.6B 63.7M shares
UBS Group AG Institution	+$679.1M +16.6M shares	$5.4B 132.5M shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	+$625.5M +15.3M shares	$630.1M 15.4M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	+$550.1M +13.4M shares	$3.2B 77.4M shares
VIKING GLOBAL INVESTORS LP Hedge Fund•Long/Short	+$429.5M +10.5M shares	$534.9M 13.1M shares
I Investec Asset Management LTD Long Only Manager	+$355.1M +8.7M shares	$355.1M 8.7M shares
BANK OF AMERICA CORP /DE/ Institution	+$352.5M +8.6M shares	$698.1M 17.0M shares
BANK OF MONTREAL /CAN/ Institution	+$271.6M +6.7M shares	$380.8M 9.3M shares
JPMORGAN CHASE & CO Institution	+$131.8M +3.2M shares	$1.4B 34.8M shares
F Fisher Asset Management, LLC Institution	+$112.5M +2.7M shares	$2.5B 61.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
Z Zurcher Kantonalbank Institution	−$276.5M −6.8M shares	$2.2B 52.8M shares
ARGA Investment Management, LP Long Only Manager	−$228.8M −5.6M shares	$68.9M 1.7M shares
F FIL Ltd Institution	−$146.2M −3.6M shares	$87.0M 2.1M shares
DODGE & COX Long Only Manager	−$123.1M −3.0M shares	$1.8B 42.6M shares
A AXA Institution	−$122.3M −3.6M shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$83.3M −2.0M shares	$50.7M 1.2M shares
D DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Institution	−$77.5M −1.9M shares	$208.3M 5.1M shares
J JANE STREET GROUP, LLC Institution	−$75.5M −1.8M shares	$10.4M 254.1K shares
L LEGAL & GENERAL GROUP PLC Institution	−$56.6M −1.4M shares	$956.3M 23.4M shares
A ANTIPODES PARTNERS Ltd Hedge Fund•Long/Short	−$54.9M −1.3M shares	$44.5M 1.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UBS in Q3 2025

New Positions: 44
New Value: $389.7M
Exited Positions: 57
Exited Value: $241.6M

New Positions

Institution	Position Value
I Investec Asset Management LTD Long Only Manager	$355.1M 8.7M shares
INTECH INVESTMENT MANAGEMENT LLC Long Only Manager	$7.5M 183.1K shares
T Triasima Portfolio Management inc. Long Only Manager	$5.9M 145.0K shares
P Perbak Capital Partners LLP Institution	$5.0M 123.0K shares
Point72 Ltd RIA/Wealth	$5.0M 121.9K shares
F FACTORY MUTUAL INSURANCE CO Institution	$3.2M 77.3K shares
C CIM, LLC RIA/Wealth	$2.3M 55.5K shares
R Root Financial Partners, LLC RIA/Wealth	$630.7K 15.4K shares
I Investec Asset Management Ltd Institution	$511.4K 12.5K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$311.8K 7.6K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$122.3M 3.6M shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$33.7M 999.0K shares
A AMF Pensionsforsakring AB Institution	$24.0M 708.0K shares
MANGROVE PARTNERS Hedge Fund•Multi-Strategy	$17.8M 527.6K shares
S Sienna Gestion Institution	$17.8M 577.9K shares
Trexquant Investment LP Hedge Fund•Quant	$5.1M 151.5K shares
N Nekton Capital Ltd. Institution	$2.6M 77.5K shares
A Andra AP-fonden Institution	$2.3M 86.9K shares
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$1.4M 42.2K shares
G GTS SECURITIES LLC Institution	$1.3M 37.3K shares

Options Activity

Institutions with the largest Call and Put options positions in UBS as of Q3 2025

Call Positions: 24
Call Value: $891.9M
Put Positions: 29
Put Value: $1.2B

Call Positions

Institution	Position Value
UBS Group AG Institution	$232.3M 56.6K contracts
S SIH Partners, LLLP Institution	$189.5M 46.2K contracts
GOLDMAN SACHS GROUP INC Institution	$183.7M 44.8K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$48.6M 11.9K contracts
Jain Global LLC Hedge Fund•Multi-Strategy	$46.5M 11.4K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$33.2M 8.1K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$31.7M 7.7K contracts
V Vontobel Holding Ltd. Institution	$25.9M 6.4K contracts
BANK OF AMERICA CORP /DE/ Institution	$24.6M 6.0K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$19.7M 5.5K contracts

Put Positions

Institution	Position Value
GOLDMAN SACHS GROUP INC Institution	$328.8M 80.2K contracts
S SIH Partners, LLLP Institution	$297.6M 72.6K contracts
Q Qube Research & Technologies Ltd Institution	$106.6M 26.1K contracts
E Eisler Capital Management Ltd. Institution	$94.8M 23.3K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$70.6M 17.2K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$70.1M 17.1K contracts
CITIGROUP INC Institution	$36.5M 8.9K contracts
L LMR Partners LLP Institution	$32.7M 8.0K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$22.9M 6.3K contracts
UBS Group AG Institution	$20.5M 5.0K contracts

Most Committed Institutions

Institutions with UBS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Cevian Capital II GP LTD Hedge Fund•Activist	Norma O'Sullivan Director	57.90% $2.0B	1.52% 48.1M shares	Q4 2023 Held for 2 years	$3.4B
C Crocodile Capital Partners GmbH Institution	-	33.72% $41.4M	0.03% 1.0M shares	Q1 2025 Held for 9 months	$122.9M
Haven Global Partners, LLC Long Only Manager	Kenneth Richard Holley CEO	19.88% $27.7M	0.02% 679.1K shares	Q4 2024 Held for 1 year	$139.6M
CHANNING GLOBAL ADVISORS, LLC Long Only Manager	Josephine Santos Jimenez CIO	19.05% $27.5M	0.02% 673.4K shares	Q1 2022 Held for 3y 9m	$144.5M
S Systrade AG Institution	-	19.05% $25.5M	0.02% 625.0K shares	Q2 2024 Held for 1y 6m	$134.0M
CAISSE DES DEPOTS ET CONSIGNATIONS Fund of Funds	Neil David Blundell CIO	13.73% $323.2M	0.25% 7.9M shares	Q4 2024 Held for 1 year	$2.4B
B Banque Cantonale Vaudoise Institution	-	10.62% $277.2M	0.21% 6.8M shares	Q1 2025 Held for 9 months	$2.6B
E Exane Asset Management Institution	-	10.16% $30.1M	0.02% 789.0K shares	Q1 2024 Held for 1y 9m	$296.7M
Z Zurcher Kantonalbank Institution	-	4.96% $2.2B	1.67% 52.8M shares	Q4 2014 Held for 11 years	$43.5B
Henry James International Management Inc. Long Only Manager	James Henry O'Leary CEO	4.87% $15.0M	0.01% 365.7K shares	Q2 2020 Held for 5y 6m	$308.2M

Hedge Fund Spotlight

Discover hedge funds investing in UBS

Centiva Capital, LP

Hedge Fund • Multi-Strategy

Portfolio ManagerTimothy Michael Higgins

Portfolio Value: $1.1B
Positions: 556
Last Reported: Q3 2025

Sector Allocation

Position in UBS Group

Market Value: $1.7M
Shares Held: 42.0K
Portfolio Weight: 0.16%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 iShares Russell 2000 IWM	ETF ETF	$35.8M	3.34%
2 Kellanova K	Packaged Foods Consumer Defensive	$34.7M	3.24%
3 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$30.0M	2.80%