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)
13 May 24
6-K
Current report (foreign)
13 May 24
6-K
Current report (foreign)
8 May 24
6-K
Current report (foreign)
7 May 24
6-K
Current report (foreign)
7 May 24
6-K
Current report (foreign)
7 May 24
6-K
Current report (foreign)
7 May 24
6-K
Current report (foreign)
7 May 24
6-K
Current report (foreign)
7 May 24
6-K
Current report (foreign)
16 Apr 24
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
13 May 24
4
Edible Garden AG Inc
3 May 24
3/A
Edible Garden AG Inc
3 May 24
3
Edible Garden AG Inc
1 May 24
4/A
PIMCO NEW YORK MUNICIPAL INCOME FUND III
18 Apr 24
4
PIMCO CALIFORNIA MUNICIPAL INCOME FUND III
18 Apr 24
4
PIMCO NEW YORK MUNICIPAL INCOME FUND III
18 Apr 24
4
PIMCO CORPORATE & INCOME OPPORTUNITY FUND
18 Apr 24
4
PIMCO NEW YORK MUNICIPAL INCOME FUND II
18 Apr 24
4
PIMCO NEW YORK MUNICIPAL INCOME FUND
18 Apr 24
Financial summary
Quarter (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q4 2023
28.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 414 |
Opened positions | 79 |
Closed positions | 139 |
Increased positions | 134 |
Reduced positions | 131 |
13F shares | Current |
---|---|
Total value | 29.38 tn |
Total shares | 993.45 mm |
Total puts | 14.35 mm |
Total calls | 18.37 mm |
Total put/call ratio | 0.8 |
Largest owners | Shares | Value |
---|---|---|
UBS UBS Group AG - Registered Shares | 135.28 mm | $4.18 tn |
Vanguard | 113.98 mm | $3.52 tn |
Massachusetts Financial Services | 101.65 mm | $3.14 tn |
Dodge & Cox | 92.33 mm | $2.86 tn |
Credit Suisse | 91.66 mm | $2.83 tn |
FMR | 60.54 mm | $1.88 tn |
Zurcher Kantonalbank | 45.95 mm | $1.42 tn |
GS Goldman Sachs | 37.68 mm | $1.16 tn |
Capital World Investors | 37.06 mm | $1.15 tn |
Pictet Asset Management Holding | 30.48 mm | $945.11 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
25 Apr 24 | UBS Group AG - Registered Shares | Common Stock | Sell | Dispose S | Yes | No | 5.3192 | 26,335 | 140.08 k | 5,025 |
25 Apr 24 | UBS Group AG - Registered Shares | Common Stock | Sell | Dispose S | Yes | No | 6.22 | 97 | 603.34 | 31,360 |
25 Apr 24 | UBS Group AG - Registered Shares | Common Stock | Sell | Dispose S | Yes | No | 6.235 | 190 | 1.18 k | 31,457 |
25 Apr 24 | UBS Group AG - Registered Shares | Common Stock | Sell | Dispose S | Yes | No | 6.22 | 186 | 1.16 k | 31,647 |
25 Apr 24 | UBS Group AG - Registered Shares | Common Stock | Sell | Dispose S | Yes | No | 6.22 | 33 | 205.26 | 31,833 |
25 Apr 24 | UBS Group AG - Registered Shares | Common Stock | Sell | Dispose S | Yes | No | 6.22 | 100 | 622.00 | 31,866 |
25 Apr 24 | UBS Group AG - Registered Shares | Common Stock | Sell | Dispose S | Yes | No | 6.16 | 100 | 616.00 | 31,966 |
25 Apr 24 | UBS Group AG - Registered Shares | Common Stock | Sell | Dispose S | Yes | No | 6.16 | 14 | 86.24 | 32,066 |
25 Apr 24 | UBS Group AG - Registered Shares | Common Stock | Buy | Acquire P | Yes | No | 6.237 | 1 | 6.24 | 32,080 |
25 Apr 24 | UBS Group AG - Registered Shares | Common Stock | Sell | Dispose S | Yes | No | 5.95 | 1 | 5.95 | 32,079 |
News
Peering Into UBS Gr's Recent Short Interest
17 May 24
Morgan Stanley Declares $270M Investment Into Bitcoin ETFs In Q1, Leads Institutional Inflow Of 'Historical Scale'
16 May 24
What's Going On With Banking Giant UBS Stock Today?
13 May 24
Bill Hwang's Trial Begins Over Archegos Fund Collapse: What To Expect
8 May 24
Why Beyond Shares Are Trading Lower By Over 20%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
7 May 24
Press releases
UBS Provides a Reminder Around the Upcoming Maturity of the UBS AG FI Enhanced Large Cap Growth ETNs
17 May 24
Thirty-three UBS Financial Advisors in Southern California and Hawaii named to Forbes Best-in-State Wealth Advisors list
15 May 24
Sixteen UBS Financial Advisors in Arizona Named to Forbes Best-in-State Wealth Advisors List
13 May 24
UBS Declares Coupon Payments on 5 ETRACS Exchange Traded Notes
6 May 24
UBS Financial Advisor Stockton Schultz named to Financial Planning 2024 Top 40 Under 40
6 May 24