US902613BE74 - UBS Group AG Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 1 total, 1 long only, 0 short only, 0 long/short - change of −11,61% MRQ
Genomsnittlig portföljallokering 0.3103 % - change of 15,61% MRQ
Institutionella aktier (lång) 75 000 (ex 13D/G) - change of −6,47MM shares −98,85% MRQ
Institutionellt värde (lång) $ 86 USD ($1000)
Institutionellt ägande och aktieägare

UBS Group AG (CH:US902613BE74) har 1 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 75,000 aktier. Största aktieägare inkluderar MXLMX - Great-West Multi-Sector Bond Fund Investor Class .

UBS Group AG (US902613BE74) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US902613BE74 / UBS Group AG - 9.25% Institutional Ownership
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-27 NP FAFIX - PFM Multi-Manager Fixed-Income Fund Institutional Class 607 1,34
2025-08-26 NP SIGAX - Western Asset Corporate Bond Fund Class A 1 078 −16,64
2025-08-26 NP JPDRX - JPMorgan Preferred and Income Securities Fund Class R6 41 718 40,20
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 231 1,32
2025-07-29 NP FCDDX - Nuveen Strategic Income Fund Class A This fund is a listed as child fund of Nuveen Asset Management, 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 2 352 −1,38
2025-06-26 NP ITTAX - Hartford Multi-Asset Income and Growth Fund Class A 930 27,57
2025-07-25 NP Flaherty & Crumrine Preferred Income Opportunity Fund Inc 229 −1,30
2025-06-26 NP HSNCX - THE HARTFORD STRATEGIC INCOME FUND Class C 7 762 33,60
2025-07-28 NP CBRAX - JPMorgan Corporate Bond Fund Class A 628 171,43
2025-07-29 NP FJSIX - Nuveen High Income Bond Fund Class A This fund is a listed as child fund of Nuveen Asset Management, 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 228 −1,30
2025-08-11 NP Six Circles Trust - Six Circles Credit Opportunities Fund 6 189 1,31
2025-08-26 NP IIBPX - Voya Intermediate Bond Portfolio Class ADV 293 1,38
2025-03-27 NP RMYAX - Multi-Strategy Income Fund Class A 231 −0,43
2025-08-26 NP PGHCX - Virtus Newfleet High Yield Fund Class C 457 1,33
2025-07-28 NP GBOAX - JPMorgan Global Bond Opportunities Fund Class A 3 135 109,98
2025-08-26 NP GMDYX - MEDIUM-DURATION BOND FUND Institutional 255 1,20
2025-08-26 NP Blackrock Core Bond Trust This fund is a listed as child fund of BlackRock, Inc. 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 231 1,32
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 231 1,32
2025-06-23 NP Eaton Vance Tax Advantaged Dividend Income Fund 5 019 −3,22
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. 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 22 461 87,00
2025-07-23 NP Western Asset Investment Grade Defined Opportunity Trust Inc. 503 −1,37
2025-08-19 NP GSFAX - Goldman Sachs Bond Fund Class A 231 1,32
2025-07-25 NP Flaherty & Crumrine Preferred Securities Income Fund Inc 1 018 −1,36
2025-06-25 NP PYSGX - Payden Strategic Income Fund (Investor Class) 840 −3,23
2025-07-23 NP Virtus Global Dividend & Income Fund Inc. 40 −2,50
2025-07-28 NP JCPB - JPMorgan Core Plus Bond ETF 303 −1,31
2025-06-26 NP NISPX - Nuveen Preferred Securities and Income Managed Accounts Portfolio Common Shares 224 −3,46
2025-06-26 NP MFIOX - MFS Strategic Income Fund A 7 926 −3,22
2025-08-29 NP PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 3 477 1,31
2025-07-28 NP JPIB - JPMorgan Global Bond Opportunities ETF 913 31,56
2025-08-26 NP TCBPX - TIAA-CREF Bond Plus Fund Retail Class 2 428 1,34
2025-08-26 NP Nuveen Global High Income Fund This fund is a listed as child fund of Nuveen Asset Management, 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 3 504 1,33
2025-07-23 NP Virtus Global Multi-sector Income Fund 40 −2,50
2025-08-26 NP Blackrock Ltd Duration Income Trust This fund is a listed as child fund of BlackRock, Inc. 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 5 366 1,32
2025-06-26 NP JHCB - John Hancock Corporate Bond ETF 513 −5,00
2025-08-25 NP VIGTX - Voya Investment Grade Credit Fund Class R6 232 1,32
2025-08-28 NP Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 9 967 −5,28
2025-06-24 NP LPXAX - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 3 809 −3,23
2025-08-28 NP Cohen & Steers Reit & Preferred Income Fund Inc 6 953 1,33
2025-05-30 NP PTCIX - PIMCO Long-Term Credit Bond Fund Institutional 457 −60,19
2025-08-21 NP MCFQX - Mercer Core Fixed Income Fund Class I 348 −42,64
2025-08-26 NP Blackrock Multi-sector Income Trust This fund is a listed as child fund of BlackRock, Inc. 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 6 314 1,35
2025-08-26 NP Blackrock Credit Allocation Income Trust This fund is a listed as child fund of BlackRock, Inc. 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 5 559 1,33
2025-08-28 NP LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A 15 415 1,33
2025-08-28 NP CPXAX - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 80 197 −7,98
2025-06-30 NP AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 1 335 −3,19
2025-08-28 NP Cohen & Steers Infrastructure Fund Inc 6 026 1,33
2025-08-28 NP BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares This fund is a listed as child fund of BlackRock, Inc. 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 42 051 1,33
2025-07-25 NP Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 572 −1,21
2025-08-27 NP Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 1 624 1,31
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 233 1,31
2025-06-18 NP NWXEX - Nationwide Amundi Strategic Income Fund Class A 408 −3,33
2025-06-26 NP NPFI - Nuveen Preferred and Income ETF 1 166 −3,24
2025-06-26 NP Nuveen Preferred & Income Term Fund This fund is a listed as child fund of Nuveen Asset Management, 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 5 807 −3,23
2025-08-29 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 233 1,31
2025-08-29 NP JAHDX - Active Bond Trust NAV 540 1,50
2025-06-26 NP John Hancock Income Securities Trust 333 44,16
2025-08-29 NP JAGBX - Select Bond Trust NAV 5 170 −8,50
2025-08-29 NP PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 8 112 1,34
2025-08-28 NP Nuveen Multi-Asset Income Fund This fund is a listed as child fund of Nuveen Asset Management, 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 602 −46,87
2025-08-28 NP Cohen & Steers Real Estate Opportunities & Income Fund 1 159 68,80
2025-08-19 NP GSFIX - Goldman Sachs Core Fixed Income Fund Institutional 803 1,13
2025-07-30 NP SEATX - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 1 142 −1,38
2025-07-29 NP TAUSX - John Hancock Investment Grade Bond Fund Class A 3 288 −1,35
2025-06-23 NP Eaton Vance Tax Advantaged Global Dividend Income Fund 3 305 −3,22
2025-08-28 NP Cohen & Steers Select Preferred & Income Fund, Inc. 4 404 20,33
2025-08-26 NP SAVAX - Virtus Newfleet Core Plus Bond Fund CLASS A 162 1,26
2025-03-26 NP MFBFX - MFS Corporate Bond Fund A 6 646 −0,24
2025-03-28 NP GAOAX - JPMorgan Global Allocation Fund Class A 866 −0,23
2025-07-28 NP HLIPX - JPMorgan Core Plus Bond Fund Class I 2 569 −1,38
2025-07-28 NP JSIAX - JPMorgan Unconstrained Debt Fund Class A 934 114,98
2025-06-27 NP DACGX - Dunham Corporate/Government Bond Fund Class A 39 −2,50
2025-08-28 NP PFINX - PIMCO Preferred and Capital Securities Fund Institutional Class 13 791 74,77
2025-06-24 NP NSTLX - Neuberger Berman Strategic Income Fund Institutional Class 10 239 110,83
2025-06-27 NP Pioneer Diversified High Income Trust 257 −3,02
2025-06-26 NP HBLAX - THE HARTFORD BALANCED INCOME FUND Class A 7 836 −3,22
2025-06-26 NP BlackRock ETF Trust II - BlackRock High Yield ETF This fund is a listed as child fund of BlackRock, Inc. 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 224 −3,46
2025-06-25 NP PYCBX - Payden Core Bond Fund (Investor Class) 1 120 −3,20
2025-07-29 NP ACPSX - Invesco Core Plus Bond Fund Class A 1 062 −31,10
2025-06-25 NP NFLT - Virtus Newfleet Multi-Sector Bond ETF 67 −2,90
2025-07-29 NP JHNBX - John Hancock Bond Fund Class A 22 980 −11,37
2025-06-26 NP SVBAX - Balanced Fund Class A 2 106 119,96
2025-06-13 NP Aberdeen Asia-pacific Income Fund Inc 1 788 −3,25
2025-08-21 NP MXLMX - Great-West Multi-Sector Bond Fund Investor Class 75 000 0,00 87 1,18
2025-08-26 NP LLAAX - Western Asset Long Credit VIT Class I 522 1,36
2025-08-28 NP BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. 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 6 256 1,34
2025-08-27 NP Jackson Credit Opportunities Fund 509 1,40
2025-06-26 NP BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES This fund is a listed as child fund of BlackRock, Inc. 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 4 338 −44,11
2025-08-26 NP Blackrock Debt Strategies Fund, Inc. This fund is a listed as child fund of BlackRock, Inc. 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 231 1,32
2025-08-28 NP BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. 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 1 434 1,27
2025-07-25 NP PHYIX - PUTNAM HIGH YIELD FUND Class Y Shares 229 −1,30
2025-07-25 NP Flaherty & Crumrine Total Return Fund Inc 240 −1,23
2025-08-26 NP TIBDX - TIAA-CREF Bond Fund Institutional Class 4 626 1,34
2025-06-24 NP JNBAX - JPMorgan Income Builder Fund Class A 9 954 −3,23
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 414 −3,28
2025-06-26 NP LUBIX - Thrivent Income Fund Class A 1 509 −3,21
2025-06-24 NP Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 17 252 3,50
2025-06-23 NP Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 1 210 −3,28
2025-08-27 NP Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 1 636 1,43
2025-07-29 NP JIGDX - Global Bond Fund Class 1 228 −1,30
2025-08-28 NP DODBX - Dodge & Cox Balanced Fund 26 337 1,34
2025-06-24 NP TNXAX - 1290 DoubleLine Dynamic Allocation Fund Class A 301 −2,90
2025-08-26 NP BlackRock Credit Strategies Fund This fund is a listed as child fund of BlackRock, Inc. 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 1 504 1,35
2025-08-28 NP BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES This fund is a listed as child fund of BlackRock, Inc. 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 463 102,63
2025-08-26 NP Blackrock Corporate High Yield Fund, Inc. This fund is a listed as child fund of BlackRock, Inc. 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 2 913 1,32
2025-06-27 NP HFSI - Hartford Sustainable Income ETF 224 −3,46
2025-05-30 NP PIGIX - PIMCO Investment Grade Credit Bond Fund Institutional 9 150 −17,01
2025-08-28 NP LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 929 1,31
2025-08-26 NP QCSCRX - Social Choice Account Class R1 3 903 1,32
2025-08-26 NP NAMFX - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 335 1,52
2025-06-26 NP Nuveen Preferred & Income Opportunities Fund This fund is a listed as child fund of Nuveen Asset Management, 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 52 058 −3,22
2025-07-29 NP NPSAX - Nuveen Preferred Securities and Income Fund Class A This fund is a listed as child fund of Nuveen Asset Management, 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 70 892 −1,36
2025-05-30 NP PSRAX - Victory Pioneer Strategic Income Fund Class A 5 809
2025-07-25 NP Flaherty & Crumrine Preferred Income Fund Inc 229 −1,30
2025-08-21 NP MOFTX - Mercer Opportunistic Fixed Income Fund Class I 1 062 −22,33
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 370 1,10
2025-08-27 NP CSIBX - Calvert Bond Fund Class A 8 481 1,33
2025-07-30 NP FPCIX - Strategic Advisers Core Income 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 228 −1,30
2025-08-29 NP JAEKX - Global Bond Trust NAV 231 1,32
2025-08-27 NP Pioneer High Income Trust 630 1,45
2025-08-26 NP TSBIX - TIAA-CREF Social Choice Bond Fund Institutional Class 3 903 1,32
2025-08-26 NP NAINX - VIRTUS TACTICAL ALLOCATION FUND Class A 40 2,56
2025-07-25 NP CTRZX - Multi-Manager Total Return Bond Strategies Fund Institutional Class 371 −1,07
2025-07-29 NP JMABX - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 1 788 −1,38
2025-06-24 NP PISHX - Preferred Securities and Income SMA Shares 4 481 −3,22
2025-05-30 NP PIOBX - Pioneer Bond Fund : Class A 3 943 −0,43
2025-08-28 NP Cohen & Steers Quality Income Realty Fund Inc 2 550 1,31
2025-08-19 NP GSGDX - Goldman Sachs Investment Grade Credit Fund Institutional 468 1,08
2025-08-27 NP ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 913 1,44
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 1 908 1,38
2025-08-26 NP BRACX - Bats Series C This fund is a listed as child fund of BlackRock, Inc. 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 1 507 254,35
2025-06-30 NP GTO - Invesco Total Return Bond ETF This fund is a listed as child fund of Invesco Ltd. 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 808 −3,24
2025-08-26 NP WACPX - Western Asset Core Plus Bond Fund Class I 2 874 1,34
2025-06-26 NP Nuveen Variable Rate Preferred & Income Fund This fund is a listed as child fund of Nuveen Asset Management, 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 4 307 −3,24
2025-08-28 NP SSASX - State Street Income Fund 468 1,08
2025-08-25 NP IIBOX - Voya Intermediate Bond Fund Class R 553 1,28
2025-08-26 NP Western Asset Income Fund 336 1,51
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