UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world.
Company profile
Ticker
UBS, UBS-MM
Exchange
Website
CEO
Ralph Hamers
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
UBS stock data
Latest filings (excl ownership)
6-K
Current report (foreign)
7 Feb 24
6-K
Current report (foreign)
6 Feb 24
6-K
Current report (foreign)
6 Feb 24
6-K
Current report (foreign)
6 Feb 24
6-K
Current report (foreign)
24 Jan 24
6-K
Current report (foreign)
12 Jan 24
6-K
Current report (foreign)
15 Nov 23
6-K
Current report (foreign)
9 Nov 23
6-K
Current report (foreign)
8 Nov 23
6-K
Current report (foreign)
7 Nov 23
Transcripts
UBS
Earnings call transcript
2022 Q3
25 Oct 22
UBS
Earnings call transcript
2022 Q2
26 Jul 22
UBS
Earnings call transcript
2022 Q1
26 Apr 22
UBS
Earnings call transcript
2021 Q4
1 Feb 22
UBS
Earnings call transcript
2021 Q3
26 Oct 21
UBS
Earnings call transcript
2021 Q2
20 Jul 21
UBS
Earnings call transcript
2021 Q1
27 Apr 21
UBS
Earnings call transcript
2020 Q4
26 Jan 21
UBS
Earnings call transcript
2020 Q3
20 Oct 20
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
SC 13G
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7 Feb 24
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PIMCO Access Income Fund
7 Feb 24
SC 13G
Sight Sciences, Inc.
7 Feb 24
SC 13G/A
BlackRock Inc.
6 Feb 24
SC 13G
MARCUS CORP
6 Feb 24
SC 13G
ASLAN Pharmaceuticals Ltd
6 Feb 24
SC 13G/A
BlackRock Multi-Sector Opportunities Trust II
6 Feb 24
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abrdn Income Credit Strategies Fund
6 Feb 24
SC 13G/A
Vipshop Holdings Ltd
5 Feb 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
32.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 474 |
Opened positions | 78 |
Closed positions | 44 |
Increased positions | 149 |
Reduced positions | 165 |
13F shares | Current |
---|---|
Total value | 27.39 tn |
Total shares | 1.11 bn |
Total puts | 29.48 mm |
Total calls | 49.23 mm |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
Dodge & Cox | 136.90 mm | $3.38 tn |
UBS UBS Group AG - Registered Shares | 112.83 mm | $2.78 tn |
Massachusetts Financial Services | 108.88 mm | $2.68 tn |
Vanguard | 106.73 mm | $2.63 tn |
Credit Suisse | 89.50 mm | $2.21 tn |
FMR | 51.43 mm | $1.27 tn |
GS Goldman Sachs | 48.56 mm | $1.20 tn |
Zurcher Kantonalbank | 42.11 mm | $1.04 tn |
Capital World Investors | 33.54 mm | $828.95 bn |
Pictet Asset Management Holding | 28.51 mm | $707.11 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
12 Jul 23 | UBS Group AG - Registered Shares | Auction Preferred Stock | Other | Dispose J | Yes | No | 0.001 | 2,324 | 2.32 | 0 |
12 Jul 23 | UBS Group AG - Registered Shares | Auction Preferred Stock | Other | Dispose J | Yes | No | 0.001 | 825 | 0.83 | 0 |
12 Jul 23 | UBS Group AG - Registered Shares | Auction Preferred Stock | Other | Dispose J | Yes | No | 0.001 | 1,487 | 1.49 | 0 |
1 Mar 23 | UBS Group AG - Registered Shares | Auction Rate Preferred Stock | Other | Dispose J | Yes | No | 0 | 28 | 0.00 | 0 |
News
Morgan Stanley Upgrades UBS Gr to Overweight
8 Mar 24
Merrill And Wells Fargo Jump On Board: Bitcoin ETFs Reach Wall Street Elite
29 Feb 24
Jack Ma's Ant Group Beats Citadel In Bid For Credit Suisse's China Unit: Report
26 Feb 24
Tech Slides, Chinese Stocks Rebound, New York Community Bancorp Tumbles: What's Driving Markets Tuesday?
6 Feb 24
Why FMC Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
6 Feb 24
Press releases
Amid The Frenzy Around Bitcoin Prices, Another Revolution Is Quietly Taking Place Led By Companies Like DLMI: The Tokenization Of Real Estate Assets
18 Mar 24
UBS appoints James V. Carideo as Market Director for San Diego
8 Mar 24
UBS Advisor Team The Mahoney Group Named to Forbes Best-in-State Wealth Management Teams List
6 Mar 24
UBS declares coupon payments on 5 ETRACS Exchange Traded Notes
5 Mar 24
Why The 1% Are Adding Alternative Assets To Their Portfolios
27 Feb 24