UBS Group AG-RegUBS
13F holders, Q4 2024 (December 31)572holders +23
58new positions
52sold out
7famous investors
$30.38avg. 13F price*
At the end of Q4 2024, 572 institutions reported holding UBS Group AG-Reg (UBS) in their 13F filings, up 23 from Q3 2024. 58 opened new positions and 52 sold out. The largest holders were Norges Bank ($5.6B), UBS Group AG ($4.7B) and Vanguard Group Inc. ($3.9B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- UBS Group AG-Reg
- CUSIP
- H42097107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $362.7M |
| Exits | 52 | $108.8M |
All 13F filers, Q3 2024 → Q4 2024: 92,437,749 shares bought and 67,235,143 shares sold, net +25,202,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 572 holders
| Norges Bank | 0.73% | Add +4.0% | 183,111,351 | $5.6B |
| UBS Group AG | 1.04% | Reduce -1.2% | 153,584,812 | $4.7B |
| Vanguard Group Inc. | 0.07% | Add +1.0% | 127,886,868 | $3.9B |
| Massachusetts Financial Services Co. | 0.78% | Reduce -11.0% | 81,211,535 | $2.5B |
| Dodge & Cox | 1.31% | Add +0.2% | 73,497,042 | $2.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.52% | Reduce -2.9% | 73,530,280 | $2.2B |
| FMR LLC | 0.10% | Add +29.4% | 55,533,620 | $1.7B |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4.48% | Reduce -10.4% | 51,379,092 | $1.6B |
| Cevian Capital II GP LTD | 51.50% | No change | 43,787,401 | $1.3B |
| Capital World Investors | 0.17% | Reduce -5.0% | 37,428,808 | $1.1B |
| Pictet Asset Management Holding SA | 1.16% | Add +18.9% | 34,979,795 | $1.1B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.92% | Add +162.6% | 28,307,335 | $858.4M |
| Legal & General Group Plc | 0.22% | Reduce -1.5% | 27,475,001 | $840.7M |
| Pzena Investment Management LLC | 2.79% | Reduce -3.9% | 29,590,323 | $820.5M |
| Deutsche Bank AG | 0.32% | Add +15.8% | 27,013,906 | $819.1M |
| JPMorgan Chase & Co. | 0.06% | Reduce -48.2% | 26,473,575 | $802.7M |
| Goldman Sachs Group Inc. | 0.13% | Add +8.4% | 22,433,670 | $680.2M |
| Arrowstreet Capital, Limited Partnership | 0.50% | Reduce -6.5% | 20,690,244 | $630.8M |
| Amundi | 0.19% | Add +0.6% | 16,751,961 | $543.9M |
| Vontobel Holding Ltd. | 1.72% | Add +1.9% | 16,445,068 | $502.4M |
| Wellington Management Group LLP | 0.07% | Reduce -5.7% | 12,921,485 | $395.4M |
| Nuveen Asset Management, LLC | 0.10% | Add +7.4% | 11,891,970 | $363.3M |
| Morgan Stanley | 0.02% | Add +0.4% | 10,045,476 | $304.6M |
| Bank of America Corp. | 0.03% | Reduce -20.6% | 9,278,035 | $281.3M |
| Bank of New York Mellon Corp | 0.05% | Reduce -4.2% | 8,591,356 | $260.5M |
| Royal Bank of Canada | 0.05% | Add +4.7% | 8,359,784 | $253.5M |
| Caisse Des Depots Et Consignations | 11.47% | — | 8,423,761 | $233.6M |
| ARGA Investment Management, LP | 7.32% | Add +6.5% | 7,338,038 | $224.3M |
| FIL Ltd | 0.20% | Add +3.0% | 7,039,449 | $215.1M |
| SIH Partners, LLLP | 15.03% | New | 7,076,063 | $214.5M |
| Acadian Asset Management LLC | 0.60% | Add +13.7% | 6,804,825 | $208.2M |
| Royal London Asset Management Ltd. | 0.50% | Reduce -5.2% | 6,775,955 | $205.4M |
| Citigroup Inc. | 0.19% | Add +44.2% | 6,564,853 | $200.9M |
| Canada Pension Plan Investment Board | 0.18% | Reduce -33.0% | 6,145,219 | $187.7M |
| Russell Investments Group, Ltd. | 0.24% | Add +2.6% | 5,627,663 | $172.2M |
| Bank of Montreal | 0.08% | Add +191.7% | 5,296,147 | $161.8M |
| WCM Investment Management, LLC | 0.37% | Reduce -0.2% | 5,185,333 | $159.0M |
| Natixis Advisors, LLC | 0.30% | Add +0.6% | 5,237,829 | $158.8M |
| AXA S.A. | 0.47% | Add +1.8% | 5,092,284 | $154.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.41% | Add +609.5% | 4,375,839 | $133.9M |
| Allianz Asset Management GmbH | 0.19% | Reduce -3.1% | 4,237,380 | $129.7M |
| Compagnie Lombard Odier SCmA | 1.86% | Add +16.4% | 4,121,657 | $126.1M |
| M&G PLC | 0.80% | Reduce -9.0% | 4,103,775 | $125.3M |
| Northern Trust Corp. | 0.02% | Add +20.6% | 4,110,112 | $124.6M |
| Fisher Asset Management | 0.05% | Add +422.4% | 4,036,921 | $122.4M |
| BlackRock, Inc. | 0.00% | Add +3.2% | 4,001,990 | $121.3M |
| J. Safra Sarasin Holding AG | 2.05% | Add +125.8% | 3,957,928 | $121.1M |
| Aviva PLC | 0.31% | Reduce -4.3% | 3,954,907 | $120.9M |
| National Bank of Canada | 0.14% | Add +2927.4% | 3,578,192 | $109.8M |
| DekaBank Deutsche Girozentrale | 0.20% | No change | 4,269,505 | $108.7M |
| LGT Group Foundation | 1.44% | Reduce -30.4% | 3,034,355 | $92.7M |
| Ameriprise Financial Inc. | 0.02% | Add +1.9% | 3,019,370 | $91.6M |
| Korea Investment CORP | 0.19% | Reduce -18.9% | 2,635,937 | $80.7M |
| Liontrust Investment Partners LLP | 1.16% | Add +3.1% | 2,615,450 | $80.0M |
| Public Sector Pension Investment Board | 0.33% | Add +18.4% | 2,530,424 | $77.4M |
| ANTIPODES PARTNERS Ltd | 2.60% | Add +31.4% | 2,449,761 | $75.0M |
| Invesco Ltd. | 0.01% | Add +20.0% | 2,404,933 | $72.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.26% | — | 2,277,946 | $69.7M |
| Credit Agricole S A | 0.23% | Add +89.4% | 2,246,363 | $68.1M |
| HSBC Holdings PLC | 0.04% | Add +30.9% | 2,161,154 | $66.2M |
| Captrust Financial Advisors | 0.19% | Reduce -0.5% | 2,150,062 | $65.2M |
| Border to Coast Pensions Partnership Ltd | 1.25% | Add +15.0% | 2,090,000 | $63.9M |
| Patient Capital Management, LLC | 2.86% | Add +1.0% | 2,042,420 | $61.9M |
| CANADA LIFE ASSURANCE Co | 0.11% | Add +4.9% | 2,016,056 | $61.6M |
| Janus Henderson Group PLC | 0.03% | Reduce -5.6% | 1,951,232 | $59.7M |
| Public Employees Retirement System of Ohio | 0.20% | Reduce -14.7% | 1,916,153 | $58.5M |
| Qube Research & Technologies Ltd | 0.09% | Add +193.5% | 1,865,053 | $56.9M |
| Jupiter Asset Management Ltd. | 0.55% | Reduce -5.9% | 1,850,689 | $56.6M |
| Franklin Resources Inc. | 0.02% | Add +34.3% | 1,789,899 | $54.8M |
| Marshall Wace, LLP | 0.07% | New | 1,781,263 | $54.4M |
| Mackenzie Financial Corp. | 0.07% | Add +0.8% | 1,778,047 | $53.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.5% | 1,679,033 | $50.9M |
| Brandes Investment Partners, LP | 0.55% | Add +0.7% | 1,634,014 | $49.5M |
| ABN AMRO Bank N.V. | 0.61% | Add +1.5% | 1,499,239 | $45.4M |
| State of Tennessee, Department of Treasury | 0.16% | Add +0.5% | 1,443,633 | $44.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +0.2% | 1,411,777 | $43.3M |
| Exane Asset Management | 20.28% | Add +21.7% | 1,241,028 | $35.6M |
| American Century Companies Inc. | 0.02% | Add +9.3% | 1,151,221 | $34.9M |
| Raymond James Financial Inc. | 0.01% | — | 1,037,237 | $31.4M |
| TD Asset Management Inc | 0.03% | Reduce -20.0% | 961,431 | $29.4M |
| Levin Capital Strategies, L.P. | 2.67% | Add +1.7% | 920,748 | $27.9M |
| Governors Lane LP | 4.19% | New | 890,800 | $27.2M |
| Caisse de depot et placement du Quebec | 0.06% | Reduce -49.7% | 880,668 | $26.9M |
| Zurich Insurance Group Ltd | 0.21% | Add +44.6% | 855,185 | $26.2M |
| Optiver Holding B.V. | 0.85% | Reduce -15.0% | 863,015 | $26.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.5% | 816,562 | $24.8M |
| Fullerton Fund Management Co Ltd. | 0.85% | New | 792,832 | $24.3M |
| Banque Pictet & Cie SA | 0.20% | Add +0.5% | 677,769 | $20.7M |
| Channing Global Advisors, LLC | 13.34% | Add +22.9% | 654,665 | $20.0M |
| D. E. Shaw & Co. | 0.02% | Add +107.4% | 658,078 | $20.0M |
| Renaissance Technologies | 0.03% | Reduce -38.6% | 628,391 | $19.1M |
| Generali Asset Management SPA SGR | 0.49% | — | 686,132 | $19.0M |
| Haven Global Partners, LLC | 17.74% | — | 614,963 | $18.8M |
| Stifel Financial Corp. | 0.02% | Add +0.1% | 589,502 | $17.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -17.9% | 574,213 | $17.4M |
| Voya Investment Management LLC | 0.02% | Add +1.8% | 559,994 | $17.1M |
| Edmond DE Rothschild Holding S.A. | 0.29% | Reduce -3.1% | 548,371 | $16.8M |
| Mangrove Partners Im, LLC | 1.95% | Reduce -20.0% | 527,637 | $16.0M |
| USS Investment Management Ltd | 0.11% | Add +2.6% | 516,617 | $15.8M |
| Baker Avenue Asset Management, LP | 0.48% | Add +1.0% | 517,408 | $15.7M |
"% of holder's portfolio" is UBS's weight in each manager's 13F, not the share of UBS Group AG-Reg the manager owns.