US90351DAB38 - UBS Group AG Stock - Stock Price, Institutional Ownership, Shareholders

Basic Stats
Institutional Owners 0 total, 0 long only, 0 short only, 0 long/short - change of -16.28% MRQ
Average Portfolio Allocation 0.1299 % - change of -10.86% MRQ
Institutional Ownership and Shareholders

UBS Group AG (CH:US90351DAB38) has 0 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). Largest shareholders include .

UBS Group AG (US90351DAB38) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

US90351DAB38 / UBS Group AG - 4.13% 2025-09-24 Institutional Ownership
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-29 NP PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 399 0.00
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,746 0.07
2025-08-27 NP Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 374 0.27
2025-08-19 NP GEIIX - Goldman Sachs Enhanced Income Fund Institutional 1,034 0.10
2025-07-28 NP JMGIX - JPMorgan Managed Income Fund Class L 11,220 0.06
2025-07-24 NP FSMTX - Fidelity SAI Total Bond Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,836 0.06
2025-08-29 NP CORP - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 1,598 -6.71
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,995 0.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 1,623 0.00
2025-08-22 NP Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 660 0.00
2025-08-25 NP MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 4,516 0.07
2025-07-24 NP FTBFX - Fidelity Total Bond Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,001 0.06
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 4,992 0.08
2025-08-25 NP ABALX - AMERICAN BALANCED FUND Class A 4,023 0.07
2025-07-28 NP JPST - JPMorgan Ultra-Short Income ETF 2,929 0.07
2025-06-27 NP Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 100 0.00
2025-06-26 NP AMECX - INCOME FUND OF AMERICA Class A 4,414 0.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,954 0.01
2025-08-27 NP ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 3,490 0.03
2025-08-22 NP Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 2,981 0.10
2025-07-24 NP FSIGX - Fidelity Series Investment Grade Bond Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,752 0.05
2025-03-27 NP RFBSX - Short Duration Bond Fund Class S 339 0.00
2025-06-26 NP MRBFX - MFS Total Return Bond Fund A 6,592 0.00
2025-07-24 NP FTKFX - Fidelity Total Bond K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 499 0.00
2025-03-19 NP NBDAX - Nationwide Bond Fund Class A 997 0.20
2025-08-22 NP MUIIX - Ultra Short Income Portfolio Institutional Class 210,996 4.51
2025-07-28 NP VCBDX - Core Bond Fund 161 -40.30
2025-06-18 NP NWJGX - Nationwide Loomis Core Bond Fund Class A 997
2025-06-26 NP DFCF - Dimensional Core Fixed Income ETF 386 0.00
2025-08-28 NP PIGIX - PIMCO Investment Grade Credit Bond Fund Institutional 6,886 0.07
2025-07-24 NP FBND - Fidelity Total Bond ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 200 0.00
2025-06-26 NP DFSD - Dimensional Short-Duration Fixed Income ETF 1,571 -52.12
2025-08-22 NP Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,649 0.07
2025-07-24 NP LUBAX - Lord Abbett Ultra Short Bond Fund Class A 26,596 0.05
2025-06-25 NP PDBAX - PGIM TOTAL RETURN BOND FUND Class A 10,558 0.14
2025-08-22 NP FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,611 0.06
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