Also trades as: UBSG.SW (SIX) · $vol 244M · 0R3T.IL (IOB) · $vol 96M · 0R3T.L (LSE) · $vol 62M · UBSS.TO (TSX) · $vol 0M
UBS Smart Money
UBS Group AG
1W: -0.9%
1M: -3.8%
3M: -9.7%
YTD: -0.7%
1Y: +23.0%
3Y: +108.8%
5Y: +202.4%
$46.78
+0.32 (+0.69%)
Weekly Expected Move ±2.9%
$44
$45
$46
$48
$49
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $2.21B held by 738 funds, 90 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
🏦 Institutional Activity
Latest: Q2 2026831
Institutions Holding
+48 vs prior
43.1%
Ownership
+12.24%
149
New
279
Increased
283
Reduced
59
Closed
👔 Insider Trades
0 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| No insider trades found | |||||||
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-06-02 | John Curtis | Senate | Buy | $100,001 - $250,000 | Filing |
| 2026-06-02 | John R. Curtis | Senate | Buy | $100,001 - $250,000 | Filing |
| 2026-01-09 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2025-12-12 | Sheri Biggs | House | Sell | $15,001 - $50,000 | Filing |
| 2025-05-22 | Ro Khanna | House | Buy | $15,001 - $50,000 | Filing |
| 2025-04-20 | Bruce Westerman | House | Sell | $1,001 - $15,000 | Filing |
| 2025-04-10 | Darrell Issa | House | Sell | $25,000,001 - $50,000,000 | Filing |
| 2025-03-07 | Mikie Sherrill | House | Sell | $250,001 - $500,000 | Filing |
| 2025-03-06 | Mikie Sherrill | House | Sell | $250,001 - $500,000 | Filing |
| 2025-03-02 | Bruce Westerman | House | Buy | $1,001 - $15,000 | Filing |
| 2024-10-02 | Ro Khanna | House | Buy | $50,001 - $100,000 | Filing |
| 2024-06-21 | Ro Khanna | House | Buy | $15,001 - $50,000 | Filing |
| 2024-05-14 | Mikie Sherrill | House | Sell | $50,001 - $100,000 | Filing |
| 2024-05-13 | Mikie Sherrill | House | Sell | $250,001 - $500,000 | Filing |
| 2023-09-06 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2023-07-10 | Daniel Goldman | House | Sell | $100,001 - $250,000 | Filing |
| 2023-03-03 | Mikie Sherrill | House | Sell | $250,001 - $500,000 | Filing |
| 2023-02-10 | Ro Khanna | House | Buy | $15,001 - $50,000 | Filing |
| 2022-05-23 | Mikie Sherrill | House | Sell | $100,001 - $250,000 | Filing |
| 2022-03-09 | Mikie Sherrill | House | Sell | $100,001 - $250,000 | Filing |
| 2021-09-16 | Katherine M. Clark | House | Sell | $1,001 - $15,000 | Filing |
| 2021-07-27 | Katherine M. Clark | House | Buy | $1,001 - $15,000 | Filing |
| 2021-03-09 | Mikie Sherrill | House | Sell | $250,001 - $500,000 | Filing |
| 2021-02-23 | John Rutherford | House | Sell | $1,001 - $15,000 | Filing |
| 2020-11-09 | Michael Garcia | House | Sell | $15,001 - $50,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| UBS Group AG | 107,137,265 | $5.3B | +247,083 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 98,080,411 | $4.9B | +816,468 | 2026-06-30 | Filing |
| NORGES BANK | 95,849,980 | $4.8B | +95,849,980 | 2026-06-30 | Filing |
| Fisher Asset Management, LLC | 64,920,294 | $3.2B | -1,153,944 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 62,927,553 | $3.2B | -2,614,508 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 59,553,311 | $3.0B | +9,632,654 | 2026-06-30 | Filing |
| FMR LLC | 55,541,141 | $2.8B | +1,657,409 | 2026-06-30 | Filing |
| Zurcher Kantonalbank (Zurich Cantonalban | 55,233,032 | $2.7B | -1,441,535 | 2026-06-30 | Filing |
| Cevian Capital II GP LTD | 48,117,675 | $2.4B | — | 2026-06-30 | Filing |
| Pictet Asset Management Holding SA | 36,743,822 | $1.8B | +1,152,198 | 2026-06-30 | Filing |
| Dodge & Cox | 33,630,342 | $1.7B | -14,300 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 29,666,939 | $1.5B | +2,232,692 | 2026-06-30 | Filing |
| VANGUARD FIDUCIARY TRUST CO | 27,709,028 | $1.4B | +198,485 | 2026-06-30 | Filing |
| Amundi | 25,463,870 | $1.3B | +2,169,023 | 2026-06-30 | Filing |
| DEUTSCHE BANK AG | 24,147,522 | $1.2B | -7,775,104 | 2026-06-30 | Filing |
| Legal & General Group Plc | 22,124,624 | $1.1B | -1,277,920 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 19,805,601 | $982M | +4,460,615 | 2026-06-30 | Filing |
| PZENA INVESTMENT MANAGEMENT LLC | 22,604,129 | $906M | -3,940,226 | 2026-06-30 | Filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17,034,727 | $844M | -1,816,201 | 2026-06-30 | Filing |
| Assenagon Asset Management S.A. | 16,536,418 | $821M | +16,277,125 | 2026-06-30 | Filing |