Company profile

Sergio P. Ermotti
Fiscal year end
Industry (SIC)

UBS stock data


Investment data

Data from SEC filings
Top 50 of 7037 long holdings
End of quarter 30 Jun 20
$6.64B 32.63M
$4.58B 12.55M
$4.02B 13.03M
$3.91B 1.42M
$2.76B 48.25M
$2.19B 1.54M
$2.08B 8.29M
$2.01B 12.25M
$1.93B 40.5M
$1.89B 9.34M
$1.89B 13.41M
$1.88B 30.91M
$1.8B 30.08M
$1.75B 9.05M
$1.7B 18.11M
$1.64B 6.64M
$1.62B 7.11M
$1.55B 15.58M
$1.49B 6.91M
$1.45B 31.14M
$1.45B 125.63M
$1.44B 12.04M
$1.29B 2.97M
$1.26B 6.58M
$1.25B 20.65M
$1.16B 12.69M
$1.16B 3.92M
$1.15B 810.41K
$1.12B 16.35M
$1.09B 5.1M
$1.07B 7.97M
$1.06B 6.76M
$1.05B 26.97M
$1.04B 5.61M
$1.03B 6.17M
$1.03B 2.83M
$987.7M 6.9M
$955.4M 21.38M
$911.83M 2.5M
$909.91M 3M
$909.59M 8.16M
$881.36M 4.7M
$846.11M 2.73M
$839.05M 2.96M
$836.28M 10.81M
$823.41M 27.24M
$810.85M 9.09M
$768.68M 2.97M
$766.21M 7.8M
$739.81M 3.08M
Holdings list only includes long positions. Only includes long positions.


3 Mar 20
10 Aug 20
31 Dec 20


Company financial data Financial data

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
25 Mar 20 UBS Common Stock Sell Dispose S No 8.932 501 4.47K 0
25 Mar 20 UBS Common Stock Sell Dispose S No 9.6449 615 5.93K 0
24 Mar 20 UBS Common Stock Sell Dispose S No 8.3704 206,119 1.73M 501
24 Mar 20 UBS Common Stock Sell Dispose S No 8.8617 217,253 1.93M 615
23 Mar 20 UBS Common Stock Sell Dispose S No 7.9909 304,485 2.43M 206,620
30.4% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 295 291 +1.4%
Opened positions 56 60 -6.7%
Closed positions 52 56 -7.1%
Increased positions 103 86 +19.8%
Reduced positions 91 101 -9.9%
13F shares
Current Prev Q Change
Total value 26.53B 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 ?
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No filings