UBS Group AG

SWX:UBSGE Stock Report

Market Cap: CHF 85.1b

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 UBSGE?
Owner TypeNumber of SharesOwnership Percentage
Private Companies515,0000.0162%
State or Government1,436,2880.0451%
Individual Insiders15,268,4180.479%
Sovereign Wealth Funds173,245,7365.44%
General Public1,368,009,25542.9%
Institutions1,627,231,81651.1%

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

Top Shareholders

Top 25 shareholders own 43.59% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.26%
UBS Asset Management AG
231,216,534CHF 6.2b-5.87%0.68%
6.13%
BlackRock, Inc.
195,254,813CHF 5.2b0%0.09%
5.44%
Norges Bank Investment Management
173,245,736CHF 4.6b-1.58%0.42%
3.97%
The Vanguard Group, Inc.
126,590,440CHF 3.4b1.32%0.06%
2.86%
Massachusetts Financial Services Company
91,250,596CHF 2.4b-7%0.59%
2.3%
Dodge & Cox
73,371,442CHF 2.0b-0.1%0.75%
1.8%
ZKB Asset Management
57,349,524CHF 1.5b6.08%3.5%
1.37%
Cevian Capital AB
43,787,401CHF 1.2b0%11.27%
1.27%
FMR LLC
40,515,265CHF 1.1b-14.2%0.07%
1.24%
Capital Research and Management Company
39,437,783CHF 1.1b0.26%0.06%
1.08%
Legal & General Investment Management Limited
34,552,200CHF 922.9m-16.5%0.19%
0.97%
Pzena Investment Management, Inc.
30,802,466CHF 822.7m2.84%1.76%
0.92%
Pictet Asset Management Limited
29,424,171CHF 785.9m-1.69%0.77%
0.81%
Geode Capital Management, LLC
25,803,223CHF 689.2m0.06%0.05%
0.77%
JP Morgan Asset Management
24,475,415CHF 653.7m22.8%0.08%
0.69%
Arrowstreet Capital, Limited Partnership
22,138,529CHF 591.3m-33.6%0.53%
0.63%
Deutsche Asset & Wealth Management
20,150,776CHF 538.2m12.8%0.17%
0.54%
Dimensional Fund Advisors LP
17,299,696CHF 462.1m0.37%0.08%
0.54%
Amundi Asset Management SAS
17,123,037CHF 457.4m-10.1%0.11%
0.53%
Pictet Asset Management SA
16,930,102CHF 452.2m0%0.95%
0.52%
JPMorgan Chase & Co, Brokerage and Securities Investments
16,506,623CHF 440.9m14.3%0.22%
0.51%
Vontobel Asset Management, Inc.
16,143,674CHF 431.2m0.16%1.41%
0.5%
Goldman Sachs Asset Management, L.P.
15,890,114CHF 424.4m9.53%0.13%
0.49%
Zürcher Kantonalbank, Investment Arm
15,670,104CHF 418.6m-5.31%3.98%
0.43%
Wellington Management Group LLP
13,708,623CHF 366.2m20.2%0.06%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:19
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

UBS Group AG is covered by 58 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dieter HeinAlphaValue
Reto AmstaldenBaader Helvea Equity Research
Ignacio Mendez TerrosoBanco Santander