UBS Group AG

LSE:0R3T Stock Report

Market Cap: CHF 97.9b

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 0R3T?
Owner TypeNumber of SharesOwnership Percentage
Private Companies28,3350.000894%
State or Government1,931,3800.0609%
Individual Insiders13,597,3900.429%
Institutions1,393,554,93344%
General Public1,760,064,07955.5%

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

Top Shareholders

Top 25 shareholders own 31.55% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
4.33%
The Vanguard Group, Inc.
137,347,438CHF 4.2b1.47%0.06%
4.19%
UBS Asset Management AG
132,736,435CHF 4.1b-28.9%0.39%
2.44%
Massachusetts Financial Services Company
77,353,590CHF 2.4b21%0.65%
2.01%
Wellington Management Group LLP
63,671,310CHF 2.0b255%0.38%
1.93%
Fisher Asset Management, LLC
61,168,437CHF 1.9b4.7%0.83%
1.67%
ZKB Asset Management
52,794,518CHF 1.6b-11.4%3.31%
1.52%
Cevian Capital AB
48,117,675CHF 1.5b0%14.62%
1.43%
FMR LLC
45,237,558CHF 1.4b-1.01%0.09%
1.35%
Dodge & Cox
42,641,442CHF 1.3b-6.56%0.46%
1.18%
Capital Research and Management Company
37,386,002CHF 1.2b1%0.06%
1.13%
Pictet Asset Management Limited
35,735,675CHF 1.1b0.87%0.94%
0.94%
Pzena Investment Management, Inc.
29,746,473CHF 918.6m-3.74%1.92%
0.74%
Geode Capital Management, LLC
23,460,198CHF 724.4m-1.53%0.05%
0.74%
Legal & General Investment Management Limited
23,403,367CHF 722.7m-5.59%0.17%
0.72%
JP Morgan Asset Management
22,763,473CHF 702.9m16.8%0.08%
0.71%
Deutsche Asset & Wealth Management
22,395,385CHF 691.6m10.3%0.2%
0.63%
Amundi Asset Management SAS
19,997,948CHF 617.5m-1.71%0.14%
0.61%
Arrowstreet Capital, Limited Partnership
19,434,955CHF 600.2m3.71%0.47%
0.57%
Zürcher Kantonalbank
17,979,027CHF 555.2m0%3.97%
0.53%
Goldman Sachs Asset Management, L.P.
16,797,984CHF 518.7m16.9%0.14%
0.5%
Dimensional Fund Advisors LP
15,839,863CHF 489.1m1.99%0.08%
0.48%
Acadian Asset Management LLC
15,367,879CHF 474.6m13,800%0.88%
0.44%
Vontobel Asset Management, Inc.
13,835,545CHF 427.2m0.09%1.56%
0.41%
Viking Global Investors LP
13,096,560CHF 404.4m408%1.36%
0.37%
JPMorgan Chase & Co.
11,639,485CHF 359.4m-3.46%0.06%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/17 22:47
End of Day Share Price 2025/11/17 00:00
Earnings2025/09/30
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 35 analysts. 12 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
Flora Benhakoun BocahutBarclays