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
Ticker
AMUB, AMNA, IFED, QULL, FIEE, MLPB, UCIB, BDCZ, FIHD, USML, BDCX, DJCB, IWFL, FEDL, MTUL, IWML, FBGX, CEFD, IWDL, MLPR, PYPE, PFFL, ESUS, MVRL, SMHB, AMND, HDLB
Exchange
Website
CEO
Sergio P. Ermotti
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
AMUB stock data
Calendar
7 Mar 22
24 May 22
31 Dec 22
Institutional ownership, Q1 2022
13F holders | Current |
---|---|
Total holders | 1 |
Opened positions | 0 |
Closed positions | 1 |
Increased positions | 0 |
Reduced positions | 1 |
13F shares | Current |
---|---|
Total value | 6.63M |
Total shares | 400 |
Total puts | 0 |
Total calls | 0 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Sofos Investments | 400 | $6.63M |
Financial report summary
?Content analysis
?Positive | ||
Negative | ||
Uncertain | ||
Constraining | ||
Legalese | ||
Litigous | ||
Readability |
6th grade Good
|
New words:
accidental, ADA, alphabetical, Apr, automotive, Barbara, birth, BO, boom, border, bourse, bps, Castello, CDIO, child, Christopher, CMI, countervalue, DAF, Dargan, deliberate, dialogue, displacement, distortion, ECM, emptive, EQUALSALARY, est, exceptionally, FDIC, Feb, firmly, Fordham, fossil, fuel, gauge, Georgetown, GLR, GMGC, Hermann, hesitancy, Heubeck, impossible, inline, invasion, ion, John, Jura, Kelleher, laid, leg, Legend, Mainland, Mar, matchmaking, Max, maxima, midsize, Mike, misused, multi, ne, nearest, NN, Nov, Oct, OIF, ork, path, payroll, PitchBook, pivotal, playbook, pol, promissory, radical, ramework, reactivated, reallocate, reclaim, refocusing, registry, reimagine, Reimagining, remit, renegotiate, reopen, rer, Resurgence, retaliation, Rulebook, Russian, sample, scarring, SCR, shortest, SLR, square, star, store, straight, strove, Subpart, Subtotal, tech, tight, trader, UBSAH, Ukraine, uncommitted, undertook, unfunded, untaken, user, veteran, visible, vision, Vontobel, widescale, win, xxii, yearly, Youngwood
Removed:
AA, aaa, abetting, abolish, abrupt, ABS, absent, absorb, absorption, abstain, acceptance, accommodate, accommodative, accrue, accruing, accurate, accurately, acquiring, acquitted, adapting, added, adding, adhere, adjudication, Adjunct, administrated, administrator, admitted, advertising, Aeschengraben, Aeschenvorstadt, affirmed, affluent, aggregating, aggregation, ahead, aiding, aiming, alert, allege, alleged, alleging, allocating, Alverdine, amending, American, amnesty, Amundi, analytical, analyze, analyzed, annexed, anticipation, antitrust, apparent, apparently, appoint, appointing, apprentice, approximate, approximating, approximation, arbitraged, arbitrary, arbitration, Arca, archetypal, architecture, arisen, arose, arriving, ascertain, Asian, asserting, assistant, asymmetry, Atrium, attempted, attribute, attrition, audio, Australian, authorize, authorizing, automated, automatic, avert, aware, backdrop, backward, BaFin, balancing, banker, bar, Baumann, BB, BBB, BBSW, BDO, bear, bearing, BearingPoint, began, Beilstein, Belgian, Berkeley, Bernard, bespoke, beta, Bezugsrechte, bifurcation, big, bill, blanket, block, BNP, Bocconi, body, Bonn, booked, booklet, Booth, Boulevard, boutique, Branding, break, Brexit, bribery, British, bundled, Bureau, buyer, buying, Caa, calibrate, calibrating, California, Cambridge, cancelable, cancelation, canceled, cantonal, capable, capitalize, captured, CaR, carefully, Cassation, Casualty, categorize, categorized, caution, CCP, CDP, CEA, centralized, century, certified, certify, certifying, CFTC, chairmen, challenged, Chamber, channeled, channeling, charging, charitable, Charter, cheapest, children, Chong, choose, Christian, circular, circumvention, Citibank, claimed, clarify, classify, classifying, clause, clerk, cloud, CLS, CMCI, coherent, collaborate, collaborating, collateralize, collect, collectability, collection, collective, colluded, Cologne, combat, Combating, combine, Comeback, comfortable, commencement, commencing, Commissioner, commit, commonly, Commonwealth, compare, compensated, competence, competent, competing, competitively, complement, compliant, complicity, compositional, comprise, comprised, compromise, Comptroller, compute, concentrate, conceptual, conclude, concluded, conferred, confident, confidential, confirmation, confirming, Connecticut, connecting, connectivity, consequential, conservative, considerable, consolidate, Constance, constantly, constituting, constraint, consulted, consulting, contest, continually, continuation, contrast, controversial, convene, convenience, convenient, conventionally, convertible, cooperate, coordinating, Cornell, corrected, correction, corrective, correlate, corrupt, corruption, COSO, council, counteracting, counting, Cour, CRD, creditworthy, CRM, CRO, Crutcher, CST, CT, culmination, cultivating, cure, custodian, customize, Daniel, database, David, de, deadline, dealing, debit, declining, deconsolidated, deep, defaulting, defendant, degli, degradation, delayed, deleveraging, delisted, deliverable, demanding, demonstrate, demonstrating, Denmark, Department, dependent, Depositary, Depression, deputy, derivation, Desist, destroy, detailing, detection, determinable, determinant, developer, devising, dialog, digitalized, digitally, diligence, diligent, diligently, diminish, diminished, diminishing, Diploma, disadvantage, disaggregation, discharged, discharging, disgorgement, disintermediation, dismissing, disorderly, dispersion, displayed, dispose, disposing, disqualification, dissolved, distinction, distinguish, distinguished, distraction, distributing, distributor, diverge, divestment, DJSI, documented, DOJ, Dotation, Dow, downgraded, drawdown, drove, dual, Dunn, DVA, DWS, dynamic, dynamically, EaR, earn, earning, easily, EBA, EC, ECB, economist, Edmund, educational, effort, electrical, electronic, eliminate, elimination, Email, embedding, emerge, emphasizing, employ, employed, enacted, encompassed, encumbered, encumbrance, endorsed, endorsement, enforce, enforced, England, enhancing, ensuing, entering, entrusted, equilibrium, equivalence, erode, eroded, ESC, escalate, escalation, essential, ethical, EURIBOR, Euroyen, eventually, evidenced, exacerbate, exacerbated, exact, examined, exchanged, exclusively, exempt, exercisable, exert, existence, exit, exited, expanding, expansion, expectation, expedient, explore, exploring, expose, extended, externally, extinguish, extracted, extrapolating, faced, Facsimile, factored, failing, fallback, falling, Fargo, feature, fell, fewer, field, fighting, finalization, finally, finite, flagship, Florida, fluctuate, Fontainebleau, food, forefront, foremost, forfeit, forfeiting, formal, formally, formula, formulated, founded, founding, fragmentation, Frankfurt, fraudulent, Friday, front, FSB, FTA, functioning, fundamentally, furnish, FVA, gaining, gamma, gap, Garrison, gas, GBP, GCRG, GDPR, geographically, Gibson, GMGB, govern, governor, gradually, graduate, graduated, graduating, grantor, granularity, great, greatly, Greifswald, grown, Guaranty, guided, guilty, Gutenberg, haircut, Handelsamtsblatt, handling, Harvard, HBC, HCM, headed, heading, heart, heavily, hedonic, highlight, highlighted, hinder, hired, historic, HKD, Hobart, honor, honorary, hosted, HR, HSG, hypothetical, Hypovereinsbank, identity, illegal, illustrate, illustrative, IMF, immaterial, imminent, immobilized, impending, implicitly, improper, inadmissible, inappropriate, incorrectly, inculp, incumbent, incurring, indefinite, indemnity, independence, indexed, individualized, induce, induction, industrialized, ineffective, inevitable, inflow, inform, informative, innovator, INSEAD, insourcing, inspection, inspire, Institute, instituting, instruct, integrating, intense, intensive, intent, interact, interacting, interconnected, intermediary, intermediation, internationalization, internet, interpret, intraday, introduce, invalidate, inversely, investee, investigate, investigated, investigating, invoked, Ireland, Isabelle, isolation, ITRA, ix, join, jointly, JPY, judicial, junior, Justice, justify, Karrer, Kelly, KeyClub, knowingly, knowledge, Koh, KRT, land, lawsuit, lender, leniency, lenient, lessor, letter, licensing, likelihood, likewise, limiting, loaned, locally, Los, lose, lowered, lowest, LPA, LUMA, luxury, MA, macro, Madoff, mainstream, Mainz, maker, malware, mandatorily, manipulate, manipulated, manipulation, mapped, markedly, marketable, marketing, marketplace, markup, Martin, match, matched, mathematical, matrix, maturing, maximizing, MBA, McKinsey, meaningfully, mechanical, medical, medium, membership, mentoring, merger, migrate, Mine, minimize, minimizing, Ministry, misappropriation, misrepresentation, Mission, MIT, mitigated, mobility, modifying, moratorium, moving, multiplier, Munich, mutually, myriad, narrative, nearshoring, necessarily, negligence, Neo, Netted, nil, nomination, Nomura, norm, Northern, notified, notify, novated, Novelli, novo, numerical, Nuremberg, Nursing, object, obliged, observing, occupied, occupying, occurrence, offshoring, oil, onboarding, opened, opening, openly, operationally, opposed, opposite, opt, optimal, optimize, optimizing, optimum, ordered, organically, organize, ORP, outlining, outperformed, outright, overdue, overlapping, overly, overreliance, oversee, overseeing, owing, panel, parent, pari, parliamentary, passu, password, pattern, Paul, penalty, Pennsylvania, PEP, percent, perception, perfectly, performing, permissible, permission, persistently, perspective, pertain, petition, phased, PhD, phishing, Piero, planned, plant, plausible, plea, pleaded, pledge, plunging, Portugal, pose, positioned, postdoctoral, posted, PostFinance, PR, practical, practiced, precipitated, preclude, predefined, predicted, predictive, prejudice, preliminary, preparation, preparatory, prepare, preparing, presently, preserve, presumption, preventative, pride, Primavera, Princeton, printed, printing, prioritizing, privacy, privately, privileged, probation, proceeded, professor, profound, progressive, prohibiting, promoter, prompted, promptly, pronounced, proof, proper, properly, proportionate, prospectively, prosperity, protectionism, proved, proven, provisioned, proximity, prudently, PRV, psychology, publish, pulled, pure, purported, pushed, putative, QR, quantified, quo, quoting, racketeering, Raiffeisen, ranging, rank, rapid, rare, rata, RbM, reaching, reaction, read, realizable, reappointed, reappraisal, reassessed, reassessment, rebalancing, recalibration, recapitalize, receipt, receivable, reciprocal, recommended, reconciled, recording, recover, recruiting, rectified, redeemed, redeveloped, redundant, referenced, referred, referring, refinanced, refinancing, refine, regionally, regression, regularized, regulating, rehedged, reimburse, reinforce, reinforcing, reinvested, reject, rejected, rejoined, relax, reliable, reliant, remeasured, Remedial, remediated, remedying, renamed, render, rendered, renew, renewal, rented, renting, replace, replacing, replicated, replicating, replication, reportedly, repositioning, repricing, repudiation, requesting, reshaped, resourced, resourcing, responding, restore, restored, restrictive, restructure, retaining, retrospectively, retry, ReturnSM, revaluation, revalue, revalued, reveal, reversal, reversion, revert, reverting, revising, Rifkind, riskmanagement, RniV, RoAE, Robert, Roma, Romy, Ronner, roughly, Rounding, ruled, rulemaking, run, running, sabbatical, safeguarding, safely, SBC, scholar, school, Schwaller, science, scientific, scoring, scrutinize, Scully, seasonality, seasoned, secrecy, Secretariat, secular, securing, SEEOP, segregated, seized, select, selecting, selective, sequence, serving, setoff, SFC, shaping, shareholding, sharp, Shearman, shelter, shock, shortened, shortening, shortfall, showing, SIBOR, Sidwell, Siegen, significance, signpost, simplified, simulate, site, skew, slightly, Sloan, SMCR, SMF, smile, Smith, socioeconomic, solicited, solid, SOR, sought, sourced, Southern, space, spanning, sparking, speculative, spend, spike, Spokesman, sponsor, Sponsoring, stabilize, stagflation, stagnation, standby, Stanford, Stanley, starkly, static, stationarity, stay, steady, step, stimulate, stipulate, stop, streamlining, stretch, stricter, strictest, stringent, stronger, structuring, Studi, subjective, subscribed, substantively, substituted, succeeded, successor, sudden, suffer, suffered, suitable, suitably, suited, summarized, summer, superior, supersede, supervising, supplemented, supranational, surety, surrender, surrendered, survive, suspected, suspended, sustain, sustained, sustaining, SW, swapping, Sweden, SwissLife, SWX, Syrian, systemic, Ta, tailor, tailoring, talented, Tank, TBTF, tenor, termination, territory, terrorist, theft, theme, theoretical, theory, thereunder, TIBOR, tightening, tighter, Todd, topical, Toronto, track, trajectory, tranche, transferable, transferee, transformed, transitional, translate, transmission, Treadway, Treasurer, trend, Triad, Tripartite, Tsinghua, Tuckner, Tuesday, Turkey, UBSG, unadjusted, unanticipated, unattractive, unavailability, unbiased, unblocked, unbundling, uncertificated, uncollateralized, underfunded, underfunding, underline, underpin, underpinned, undersigned, underwriter, undesignated, undue, unforeseen, unguaranteed, UniCredit, unified, uniform, unintended, unissued, Universit, unlisted, unpaid, unrecognized, unregulated, unrelated, unresolved, unrest, unrestricted, unrivaled, unrounded, unspecified, unsuitability, untimely, unusually, unutilized, updating, upgrading, upholding, upside, upward, Uster, utility, utilization, utilize, utmost, vacancy, vacated, valid, validated, vendor, venture, venue, verdict, Vereit, verification, verify, version, viable, videoconferencing, viewed, vii, Villanova, violated, violation, violence, visiting, Volcker, voluntarily, volunteer, volunteering, Vorwegzeichnungsrechte, vulnerable, war, warning, watchful, Watson, weak, webcasting, WEKO, Wharton, widen, widening, widespread, winding, wire, withdrawn, workout, write, xii, xiv, xix, Yale
Financial reports
Current reports
6-K
Current report (foreign)
29 Apr 22
6-K
Current report (foreign)
29 Apr 22
6-K
Current report (foreign)
26 Apr 22
6-K
Current report (foreign)
26 Apr 22
6-K
Current report (foreign)
26 Apr 22
6-K
Current report (foreign)
26 Apr 22
6-K
Current report (foreign)
17 Mar 22
6-K
Current report (foreign)
11 Mar 22
6-K
Current report (foreign)
7 Mar 22
6-K
Current report (foreign)
7 Mar 22
Registration and prospectus
424B2
Prospectus for primary offering
23 May 22
424B2
Prospectus for primary offering
23 May 22
424B2
Prospectus for primary offering
23 May 22
424B2
Prospectus for primary offering
23 May 22
424B2
Prospectus for primary offering
23 May 22
424B2
Prospectus for primary offering
23 May 22
424B2
Prospectus for primary offering
23 May 22
424B2
Prospectus for primary offering
23 May 22
424B2
Prospectus for primary offering
23 May 22
424B2
Prospectus for primary offering
23 May 22
Proxies
No filings
Other
IRAN
Disclosure regarding Iran Threat Reduction and Syria Human Rights Act
7 Mar 22
CERT
Certification of approval for exchange listing
15 Sep 21
IRAN
Disclosure regarding Iran Threat Reduction and Syria Human Rights Act
5 Mar 21
CERT
Certification of approval for exchange listing
5 Feb 21
CERT
Certification of approval for exchange listing
21 Oct 20
CERT
Certification of approval for exchange listing
16 Jul 20
CERT
Certification of approval for exchange listing
22 Jun 20
CERT
Certification of approval for exchange listing
3 Jun 20
EFFECT
Notice of effectiveness
10 Dec 19
CERT
Certification of approval for exchange listing
25 Oct 19
Ownership
13F-NT
Notice of holdings reported by another manager
16 May 22
13F-NT
Notice of holdings reported by another manager
14 Feb 22
13F-NT
Notice of holdings reported by another manager
15 Nov 21
SC 13G/A
UBS / CIBC Private Wealth ownership change
16 Feb 21
SC 13G/A
UBS / CIBC Private Wealth ownership change
16 Feb 21
SC 13G/A
Ubs Ag
13 Feb 18
SC 13G/A
Ubs Ag
12 Feb 17
SC 13G/A
Ubs Ag
15 Feb 16
SC 13G/A
Ubs Ag
9 Feb 16
SC 13D/A
Ubs Ag
1 Sep 15