Ubs (FEDL)

UBS Group AG is a holding company, which engages in the provision of financial management solutions. It operates through the following segments: Global Wealth Management;; Personal and Corporate Banking; Asset Management; Investment Bank, and Corporate Center. The Global Wealth Management segment advises and offers financial services to wealthy private clients except those served by Wealth Management Americas which include banking and lending, wealth planning, and investment management. The Personal and Corporate segment offers financial products and services to private, corporate, and institutional clients in Switzerland. The Asset Management segment consists of investment management products and services; platform solutions and advisory support to institutions; wholesale intermediaries, and wealth management clients. The Investment Bank segment comprises investment advice, financial solutions, and capital markets access among corporate, institutional, and wealth management clients. The Corporate Center segment is involved in the services, group asset and liability management and non-core and legacy portfolio. The company was founded on June 29, 1998 and is headquartered in Zurich, Switzerland.

Company profile

Sergio P. Ermotti
Fiscal year end
Industry (SIC)

FEDL stock data


7 Mar 22
12 Aug 22
31 Dec 22
13F holders Current Prev Q Change
Total holders 1 2 -50.0%
Opened positions 0 0
Closed positions 1 1
Increased positions 0 1 EXIT
Reduced positions 1 0 NEW
13F shares Current Prev Q Change
Total value 6.63M 10.27M -35.5%
Total shares 400 11.27K -96.5%
Total puts 0 0
Total calls 0 0
Total put/call ratio
Largest owners Shares Value Change
Sofos Investments 400 $6.63M -23.4%
Largest transactions Shares Bought/sold Change
Select Asset Management & Trust 0 -10.75K EXIT
Sofos Investments 400 -122 -23.4%

Financial report summary

Greenhill & CoLazardLazardEvercore

Content analysis

6th grade Good
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