UBS Group AG (XSWX:UBSG) Institutional Ownership: 40.98% (As of Jul. 20, 2026)

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XSWX:UBSG UBS Group AG XSWX:UBSG
67 GF Score
Price CHF42.54
GF Value CHF30.06
Valuation Significantly Overvalued
! 6 Warning Signs
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What is UBS Group AG Institutional Ownership?

UBS Group AG XSWX:UBSG -1.89% 67 Institutional Ownership is 40.98% as of Jul. 20, 2026. GuruFocus rates XSWX:UBSG with a GF Score™ of 67/100 and a GF Value™ of CHF30.06 (Significantly Overvalued). The stock has 6 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, UBS Group AG's institutional ownership is 40.98%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, UBS Group AG's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, UBS Group AG's Float Percentage Of Total Shares Outstanding is 99.58%.

UBS Group AG Institutional Ownership Historical Data

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The historical data trend for UBS Group AG's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

UBS Group AG Institutional Ownership Chart

UBS Group AG Historical Data

The historical data trend for UBS Group AG can be seen below:

2025-08-31 2025-09-30 2025-10-31 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 41.43 43.29 42.99 44.06 43.98 44.19 42.68 43.04 40.95 40.98
XSWX:UBSG
67GF Score
UBS Group AG XSWX:UBSG
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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UBS Group AG Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 40.98% mean?
UBS Group AG (XSWX:UBSG) has a Institutional Ownership of 40.98% as of Jul. 20, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on UBS Group AG and its competitors.
Is UBS Group AG's Institutional Ownership too high?
UBS Group AG's current Institutional Ownership is 40.98%. Overall, UBS Group AG has a GF Score™ of 67/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does UBS Group AG's Institutional Ownership compare to JPM and BAC?
UBS Group AG's Institutional Ownership of 40.98% can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Banks company?
A good Institutional Ownership depends on the Banks industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on UBS Group AG and its competitors. UBS Group AG's current Institutional Ownership is 40.98%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is UBS Group AG stock overvalued right now?
Based on GuruFocus' analysis, UBS Group AG (XSWX:UBSG) is currently considered Significantly Overvalued. The stock's GF Value™ is CHF30.06, compared to a current price of CHF42.54 — trading 41.5% above its estimated fair value. The current Institutional Ownership is 40.98%. UBS Group AG's overall GF Score™ is 67/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For UBS Group AG (XSWX:UBSG), the current Institutional Ownership is 40.98% as of Jul. 20, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is UBS Group AG (XSWX:UBSG) Overvalued in 2026?

Based on GuruFocus' analysis, UBS Group AG stock appears to be overvalued. The current stock price of CHF42.54 is trading 41.5% above its estimated GF Value™ of CHF30.06. GuruFocus considers UBS Group AG to be Significantly Overvalued.

Key valuation signals for XSWX:UBSG:

  • Institutional Ownership: 40.98%
  • GF Value™: CHF30.06 vs. price of CHF42.54 (41.5% above fair value)
  • GF Score™: 67/100 with 6 warning signs

No single metric tells the full story. See the XSWX:UBSG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

UBS Group AG Business Description

Address Bahnhofstrasse 45, Zurich, CHE, CH-8001
UBS is a global financial institution built around its core strength in wealth management, serving high and ultra-high-net-worth individuals. In Switzerland, it also operates as a traditional retail and commercial bank. Its investment bank and asset management divisions complement the wealth business, providing tailored solutions to UBS clients while serving third-party customers by leveraging UBS' global reach and expertise.
67GF Score

Get the complete analysis for XSWX:UBSG

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF42.54
Price
CHF30.06
GF Value