UBS Group AG

SWX:UBSG Stock Report

Market Cap: CHF 81.3b

UBS Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UBSG?
Owner TypeNumber of SharesOwnership Percentage
State or Government1,863,0860.0607%
Individual Insiders13,597,3900.443%
General Public1,256,563,39541%
Institutions1,795,262,39958.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 45.3% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.24%
UBS Asset Management AG
222,164,471CHF 5.9b-2.18%0.59%
6.37%
BlackRock, Inc.
195,254,813CHF 5.2b0%0.09%
4.56%
Norges Bank Investment Management
139,886,962CHF 3.7b-23.6%0.33%
4.29%
The Vanguard Group, Inc.
131,449,343CHF 3.5b2.79%0.06%
2.94%
Dodge & Cox
90,067,037CHF 2.4b22.6%0.91%
2.43%
Massachusetts Financial Services Company
74,421,028CHF 2.0b-8.36%0.52%
2.21%
FMR LLC
67,742,602CHF 1.8b28.7%0.13%
1.81%
ZKB Asset Management
55,586,232CHF 1.5b8.19%3.27%
1.63%
Fisher Asset Management, LLC
49,975,870CHF 1.3b1,140%0.65%
1.43%
Cevian Capital AB
43,787,401CHF 1.2b0%11.63%
1.23%
Capital Research and Management Company
37,860,208CHF 1.0b0.99%0.06%
1.16%
Pictet Asset Management Limited
35,428,808CHF 939.6m1.28%0.75%
0.96%
Pzena Investment Management, Inc.
29,350,825CHF 778.4m-0.81%1.75%
0.93%
Deutsche Asset & Wealth Management
28,638,299CHF 759.5m20.7%0.23%
0.89%
Legal & General Investment Management Limited
27,169,698CHF 720.5m-1.11%0.18%
0.63%
Union Asset Management Holding AG
19,192,821CHF 509.0m-27.3%0.45%
0.59%
Zürcher Kantonalbank, Investment Arm
17,993,442CHF 477.2m0%3.85%
0.58%
JP Morgan Asset Management
17,645,268CHF 468.0m36.7%0.06%
0.57%
Amundi Asset Management SAS
17,635,242CHF 467.7m-5.48%0.1%
0.57%
Arrowstreet Capital, Limited Partnership
17,561,721CHF 465.7m-15.1%0.41%
0.56%
Vontobel Asset Management, Inc.
17,146,184CHF 454.7m4.26%1.68%
0.52%
Dimensional Fund Advisors LP
16,078,792CHF 426.4m0.37%0.08%
0.47%
Goldman Sachs Asset Management, L.P.
14,369,970CHF 381.1m-9.78%0.12%
0.4%
Wellington Management Group LLP
12,160,903CHF 322.5m-5.89%0.06%
0.35%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
10,816,602CHF 286.9m-4.57%0.08%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/27 01:26
End of Day Share Price 2025/05/27 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

UBS Group AG is covered by 49 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Reto AmstaldenBaader Helvea Equity Research
Ignacio Mendez TerrosoBanco Santander
Neil SmithBankhaus Lampe KG