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
AMNA, AMND, AMTR, AMUB, BDCX, BDCZ, UCIB, USML, WUCT, SCDL, SMHB, MVRL, PFFL, QULL, IWML, MLPB, MLPR, MTUL, HDLB, IFED, IWDL, IWFL, ESUS, FBGX, FEDL, CEFD, DJCB
Exchange
Website
CEO
Sergio P. Ermotti
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
AMNA stock data
Latest filings (excl ownership)
424B2
Prospectus for primary offering
23 Apr 24
424B2
Prospectus for primary offering
23 Apr 24
424B2
Prospectus for primary offering
23 Apr 24
424B2
Prospectus for primary offering
23 Apr 24
424B2
Prospectus for primary offering
23 Apr 24
424B2
Prospectus for primary offering
23 Apr 24
424B2
Prospectus for primary offering
23 Apr 24
424B2
Prospectus for primary offering
23 Apr 24
424B2
Prospectus for primary offering
23 Apr 24
424B2
Prospectus for primary offering
23 Apr 24
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
7 Feb 24
13F-NT
Notice of holdings reported by another manager
9 Nov 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
9 Feb 23
13F-NT
Notice of holdings reported by another manager
10 Nov 22
13F-NT
Notice of holdings reported by another manager
10 Aug 22
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
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 20 |
Opened positions | 20 |
Closed positions | 1 |
Increased positions | 0 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 75.45 bn |
Total shares | 3.55 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
WFC Wells Fargo & Co. | 2.49 mm | $52.95 bn |
Marion Wealth Management | 566.33 k | $12.03 bn |
PNC PNC Financial Services | 165.58 k | $3.52 bn |
MBL Wealth | 56.71 k | $1.20 bn |
Susquehanna International | 33.93 k | $721.00 mm |
National Asset Management | 29.08 k | $617.90 mm |
IMC-Chicago | 27.75 k | $589.69 mm |
Diversified Trust | 26.30 k | $558.75 mm |
Selway Asset Management | 26.09 k | $554.35 mm |
Cerity Partners | 24.51 k | $520.74 mm |