Company profile

Ticker
UBS
Exchange
Website
CEO
Sergio P. Ermotti
Employees
Incorporated in
Location
Fiscal year end
Sector
Industry (SEC)
SEC CIK

UBS stock data

(
)

Investment data

Data from SEC filings
Top 50 of 7032 long holdings
End of quarter 31 Mar 20
Value
 
#Shares
 
$6.08B 38.57M
SPDR S&P 500 Etf TR
$4.05B 15.73M
$3.34B 13.15M
$3.04B 1.56M
$2.43B 48.71M
$2.14B 1.84M
$1.84B 34.01M
$1.78B 13.6M
$1.74B 32.61M
$1.74B 9.31M
$1.69B 41.87M
$1.68B 10.72M
$1.58B 17.59M
$1.56B 17.48M
$1.5B 161.87M
$1.48B 9.21M
Invesco QQQ TR
$1.47B 7.72M
$1.44B 13.13M
$1.4B 50.13M
$1.33B 7.98M
$1.23B 13.64M
$1.22B 31.08M
$1.21B 6.85M
$1.17B 8.91M
$1.13B 32.92M
$1.11B 5.72M
$1.11B 25.1M
$1.08B 9.44M
$1.07B 19.15M
$1.06B 11M
$1.05B 4.21M
$1.03B 3.25M
$1.03B 887.63K
$966.92M 5.92M
$963.48M 5.83M
$962.44M 2.84M
$933.13M 7.24M
$929.3M 16.56M
$926.91M 6.15M
$913.4M 7.4M
$867.73M 3.04M
$867.58M 3.06M
$812.41M 27.87M
$804.9M 10.46M
$760.81M 3.16M
$730.87M 2.83M
$728.72M 6.07M
$725.26M 3.33M
$719.54M 34.56M
$680.05M 5.08M
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Mar 20
5 Jun 20
31 Dec 20

News

Company financial data Financial data

Date Owner Security Transaction Code $Price #Shares $Value #Remaining
25 Mar 20 UBS Common Stock Sell Dispose S 8.932 501 4.47K 0
25 Mar 20 UBS Common Stock Sell Dispose S 9.6449 615 5.93K 0
24 Mar 20 UBS Common Stock Sell Dispose S 8.3704 206,119 1.73M 501
24 Mar 20 UBS Common Stock Sell Dispose S 8.8617 217,253 1.93M 615
23 Mar 20 UBS Common Stock Sell Dispose S 7.9909 304,485 2.43M 206,620
30.4% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 294 291 +1.0%
Opened positions 56 60 -6.7%
Closed positions 53 56 -5.4%
Increased positions 103 86 +19.8%
Reduced positions 91 101 -9.9%
13F shares
Current Prev Q Change
Total value 26.52B 51.21B -48.2%
Total shares 1.09B 1.31B -17.0%
Total puts 36.65M 23.93M +53.1%
Total calls 20.43M 16.95M +20.5%
Total put/call ratio 1.8 1.4 +27.1%
Largest owners
Shares Value Change
UBS UBS 161.87M $1.5B +24.5%
Dodge & Cox 145.29M $1.36B +0.0%
Massachusetts Financial Services 138.33M $1.28B +0.6%
Vanguard 109.77M $1.02B +3.7%
CS Credit Suisse 104.28M $965.62M +0.7%
Wellington Management 52.02M $486.29M -2.5%
Zurcher Kantonalbank 39.85M $372.57M +7.0%
DB Deutsche Bank 25.69M $237.86M +17.8%
Pictet Asset Management 24.26M $226.8M -1.4%
GS Goldman Sachs 19.82M $183.54M -47.1%
Largest transactions
Shares Bought/sold Change
Norges Bank 0 -143.81M EXIT
Fisher Asset Management 1.39M -51.06M -97.4%
UBS UBS 161.87M +31.89M +24.5%
GS Goldman Sachs 19.82M -17.65M -47.1%
Assenagon Asset Management 623.12K -14.27M -95.8%
Canada Pension Plan Investment Board 5.57M -10.97M -66.3%
BEN Franklin Resources 3.58M -10.93M -75.3%
GQG Partners 0 -9.35M EXIT
IVZ Invesco 0 -7.01M EXIT
Vanguard 109.77M +3.92M +3.7%
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Avg
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Proxies

No filings