UBS Group Ownership
| UBS Stock | USD 33.85 0.43 1.29% |
Shares in Circulation | First Issued 2000-03-31 | Previous Quarter 3.3 B | Current Value 3.3 B | Avarage Shares Outstanding 3.2 B | Quarterly Volatility 678 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
UBS |
UBS Stock Ownership Analysis
About 56.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.22. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. UBS Group AG has Price/Earnings To Growth (PEG) ratio of 0.4. The entity last dividend was issued on the 16th of April 2025. The firm had 2:1 split on the 10th of July 2006. UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. UBS Group AG was founded in 1862 and is based in Zurich, Switzerland. UBS Group operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 72009 people. For more information please call Ralph Hamers at 41 44 234 11 11 or visit https://www.ubs.com.Besides selling stocks to institutional investors, UBS Group also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different UBS Group's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align UBS Group's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
UBS Group Quarterly Liabilities And Stockholders Equity |
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Less than 1% of UBS Group AG are currently held by insiders. Unlike UBS Group's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against UBS Group's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of UBS Group's insider trades
UBS Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as UBS Group is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading UBS Group AG backward and forwards among themselves. UBS Group's institutional investor refers to the entity that pools money to purchase UBS Group's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Pzena Investment Management, Llc | 2024-12-31 | 29.6 M | Dz Bank Ag Deutsche Zentral-genossenschaftsbank Frankfurt Am Main | 2024-12-31 | 28.3 M | Legal & General Group Plc | 2024-12-31 | 27.5 M | Deutsche Bank Ag | 27 M | Jpmorgan Chase & Co | 2024-12-31 | 26.5 M | Goldman Sachs Group Inc | 2024-12-31 | 22.4 M | Arrowstreet Capital Limited Partnership | 2024-12-31 | 20.7 M | Amundi | 2024-12-31 | 16.8 M | Vontobel Holding Ltd. | 2024-12-31 | 16.4 M | Norges Bank | 3024-12-31 | 183.1 M | Ubs Group Ag | 2024-12-31 | 153.6 M |
UBS Group's latest congressional trading
Congressional trading in companies like UBS Group AG, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in UBS Group by those in governmental positions are based on the same information available to the general public.
| 2025-03-11 | Representative Mikie Sherrill | Acquired $250K to $500K | Verify | ||
| 2025-03-10 | Representative Mikie Sherrill | Acquired $250K to $500K | Verify | ||
| 2024-11-11 | Representative Ro Khanna | Acquired $50K to $100K | Verify | ||
| 2024-05-15 | Representative Mikie Sherrill | Acquired $50K to $100K | Verify | ||
| 2024-05-13 | Representative Mikie Sherrill | Acquired $250K to $500K | Verify | ||
| 2023-03-03 | Representative Mikie Sherrill | Acquired $250K to $500K | Verify | ||
| 2022-05-23 | Representative Mikie Sherrill | Acquired $100K to $250K | Verify | ||
| 2022-04-06 | Representative Mikie Sherrill | Acquired $100K to $250K | Verify | ||
| 2021-12-03 | Representative Mikie Sherrill | Acquired $100K to $250K | Verify | ||
| 2021-04-01 | Representative Mikie Sherrill | Acquired $250K to $500K | Verify | ||
| 2019-04-17 | Representative Mikie Sherrill | Acquired $250K to $500K | Verify |
UBS Group Outstanding Bonds
UBS Group issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. UBS Group AG uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most UBS bonds can be classified according to their maturity, which is the date when UBS Group AG has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
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| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
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| MGM Resorts International Corp BondUS552953CD18 | View |
UBS Group Corporate Filings
| 17th of March 2025 Other Reports | ViewVerify | |
6K | 4th of March 2025 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
F4 | 25th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 24th of February 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
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Additional Tools for UBS Stock Analysis
When running UBS Group's price analysis, check to measure UBS Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS Group is operating at the current time. Most of UBS Group's value examination focuses on studying past and present price action to predict the probability of UBS Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UBS Group's price. Additionally, you may evaluate how the addition of UBS Group to your portfolios can decrease your overall portfolio volatility.