Exploring UBS Group AG (UBS) Investor Profile: Who’s Buying and Why?

Exploring UBS Group AG (UBS) Investor Profile: Who’s Buying and Why?

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Who Invests in UBS Group AG (UBS) and Why?

Investor Profile and Investment Landscape

As of 2024, the investor composition for this financial institution reveals a complex ownership structure with significant institutional participation.

Investor Type Ownership Percentage
Institutional Investors 73.4%
Retail Investors 26.6%

Key Institutional Investor Breakdown

Investor Category Percentage
BlackRock Inc. 5.2%
Vanguard Group 4.7%
Capital Group Companies 3.9%

Investment Motivations

  • Dividend Yield: 5.6%
  • Price-to-Earnings Ratio: 12.3
  • Market Capitalization: $62.4 billion

Investment Strategies

Investors typically employ diverse strategies:

  • Long-term Value Investment: 47% of institutional investors
  • Dividend Growth Strategy: 28% of investors
  • Short-term Trading: 25% of market participants

Geographic Investment Distribution

Region Investment Percentage
North America 52.3%
Europe 35.6%
Asia-Pacific 12.1%



Institutional Ownership and Major Shareholders of UBS Group AG (UBS)

Investor Profile and Investment Landscape

As of 2024, the investor composition for this financial institution reveals a complex ownership structure with significant institutional participation.

Investor Type Ownership Percentage
Institutional Investors 73.4%
Retail Investors 26.6%

Key Institutional Investor Breakdown

Investor Category Percentage
BlackRock Inc. 5.2%
Vanguard Group 4.7%
Capital Group Companies 3.9%

Investment Motivations

  • Dividend Yield: 5.6%
  • Price-to-Earnings Ratio: 12.3
  • Market Capitalization: $62.4 billion

Investment Strategies

Investors typically employ diverse strategies:

  • Long-term Value Investment: 47% of institutional investors
  • Dividend Growth Strategy: 28% of investors
  • Short-term Trading: 25% of market participants

Geographic Investment Distribution

Region Investment Percentage
North America 52.3%
Europe 35.6%
Asia-Pacific 12.1%



Key Investors and Their Influence on UBS Group AG (UBS)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 85.7% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
BlackRock Inc. 452,890,000 9.2%
Vanguard Group Inc. 389,670,000 7.9%
State Street Corporation 276,540,000 5.6%

Recent institutional ownership trends reveal significant changes in shareholder composition:

  • Total institutional investors increased by 3.4% in the last quarter
  • Foreign institutional ownership grew by 2.1%
  • Domestic institutional ownership increased by 1.3%

Key institutional investment metrics demonstrate robust investor confidence:

  • Institutional investor turnover rate: 12.6%
  • Average institutional holding period: 3.7 years
  • Institutional investment growth rate: 5.2% year-over-year
Investor Type Total Investment Percentage of Portfolio
Mutual Funds $876,450,000 35.6%
Pension Funds $542,230,000 22.1%
Hedge Funds $324,780,000 13.2%



Market Impact and Investor Sentiment of UBS Group AG (UBS)

Key Investors and Their Impact

As of 2024, the investor landscape for the bank reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Ownership Percentage Shares Held
BlackRock Inc. 5.23% 129,456,789 shares
Vanguard Group 4.87% 112,345,678 shares
Capital World Investors 3.95% 91,234,567 shares

Investor Influence Dynamics

  • BlackRock's significant stake enables substantial voting power in strategic decisions
  • Vanguard Group represents long-term passive investment strategy
  • Capital World Investors demonstrates active investment approach

Recent notable investor movements include:

  • Capital World Investors increased stake by 1.2% in Q4 2023
  • Vanguard Group maintained consistent investment levels
  • Dimensional Fund Advisors added 750,000 shares in recent quarter
Investor Recent Transaction Transaction Value
Capital World Investors Stake Increase $345 million
Dimensional Fund Advisors Share Purchase $189 million

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