UBS Insider Trading

Insider Ownership Percentage: 1.00%
Insider Buying (Last 12 Months): $6,100.35
Insider Selling (Last 12 Months): $0.00

UBS Group Insider Trading History Chart

This chart shows the insider buying and selling history at UBS Group by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

UBS Group Share Price & Price History

Current Price: $30.34
Price Change: Price Increase of +0.32 (1.07%)
As of 05/17/2024 01:00 AM ET

This chart shows the closing price history over time for UBS up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

UBS Group Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
4/25/2024Group Ag UbsMajor ShareholderBuy1,005$6.07$6,100.3535,077View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for UBS Group (NYSE:UBS)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at UBS by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

UBS Group Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024B. Riley Wealth Advisors Inc.29,916$0.92M0.0%+33.5%0.001%Search for SEC Filing on Google Icon
5/16/2024Janus Henderson Group PLC3,247,489$100.04M0.1%-4.7%0.000%Search for SEC Filing on Google Icon
5/16/2024Bayesian Capital Management LP42,400$1.30M0.1%N/A0.000%Search for SEC Filing on Google Icon
5/16/2024Captrust Financial Advisors2,444,134$75.08M0.2%+9.6%0.000%Search for SEC Filing on Google Icon
5/16/2024Zurich Insurance Group Ltd FI1,072,560$32.98M0.3%+25.0%0.000%Search for SEC Filing on Google Icon
5/15/2024SVB Wealth LLC17,647$0.54M0.0%-22.0%0.000%Search for SEC Filing on Google Icon
5/15/2024Mount Yale Investment Advisors LLC79,269$2.44M0.2%+13.4%0.000%Search for SEC Filing on Google Icon
5/15/20241832 Asset Management L.P.19,800$0.61M0.0%-96.6%0.000%Search for SEC Filing on Google Icon
5/15/2024Cloverfields Capital Group LP73,531$2.26M0.8%N/A0.000%Search for SEC Filing on Google Icon
5/15/2024Senator Investment Group LP512,224$15.74M0.7%-39.7%0.000%Search for SEC Filing on Google Icon
5/14/2024Canada Pension Plan Investment Board7,786,916$239.82M0.3%+23.7%0.000%Search for SEC Filing on Google Icon
5/14/2024Capital World Investors38,207,664$1.18B0.2%+3.1%0.000%Search for SEC Filing on Google Icon
5/14/2024Capital International Sarl69,005$2.13M0.1%+18.6%0.000%Search for SEC Filing on Google Icon
5/14/2024Toronto Dominion Bank70,500$2.17M0.0%-95.0%0.000%Search for SEC Filing on Google Icon
5/14/2024Stamos Capital Partners L.P.25,690$0.79M0.2%+50.2%0.000%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.26,972$0.83M0.0%-7.6%0.000%Search for SEC Filing on Google Icon
5/14/2024Delta Global Management LP209,106$6.42M0.5%N/A0.000%Search for SEC Filing on Google Icon
5/14/2024Paragon Associates & Paragon Associates II Joint Venture75,000$2.30M4.1%-25.0%0.000%Search for SEC Filing on Google Icon
5/14/2024LGT Group Foundation2,835,384$87.10M2.0%+763.0%0.000%Search for SEC Filing on Google Icon
5/14/2024Pitcairn Co.49,330$1.52M0.1%N/A0.000%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co2,019,963$62.27M0.1%+3.1%0.000%Search for SEC Filing on Google Icon
5/14/2024Lake Street Advisors Group LLC37,665$1.16M0.1%+23.2%0.000%Search for SEC Filing on Google Icon
5/13/2024Bessemer Group Inc.62,016$1.91M0.0%+4.0%0.000%Search for SEC Filing on Google Icon
5/13/2024Point Break Capital Management LLC83,847$2.58M2.7%-42.2%0.000%Search for SEC Filing on Google Icon
5/13/2024Clearbridge Investments LLC191,572$5.89M0.0%-0.7%0.000%Search for SEC Filing on Google Icon
5/13/2024Seven Eight Capital LP48,666$1.50M0.2%-1.0%0.000%Search for SEC Filing on Google Icon
5/13/2024Promethos Capital LLC360,246$11.07M6.5%-16.9%0.000%Search for SEC Filing on Google Icon
5/13/2024O Shaughnessy Asset Management LLC496,213$15.25M0.2%+9.0%0.000%Search for SEC Filing on Google Icon
5/10/2024Acadian Asset Management LLC8,130,150$250.36M0.9%+72.7%0.000%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.115,529,381$3.55B0.1%+1.4%0.000%Search for SEC Filing on Google Icon
5/10/2024Mitsubishi UFJ Trust & Banking Corp12,135$0.37M0.0%-3.8%0.000%Search for SEC Filing on Google Icon
5/10/2024Pinnacle Wealth Planning Services Inc.6,718$0.21M0.0%-42.0%0.000%Search for SEC Filing on Google Icon
5/10/2024Jupiter Asset Management Ltd.103,993$3.20M0.0%-65.7%0.000%Search for SEC Filing on Google Icon
5/10/2024M&G Plc5,592,416$173.68M1.0%N/A0.000%Search for SEC Filing on Google Icon
5/10/2024Banco Santander S.A.55,154$1.69M0.0%-20.0%0.000%Search for SEC Filing on Google Icon
5/9/2024Forum Financial Management LP56,356$1.73M0.0%+4.7%0.000%Search for SEC Filing on Google Icon
5/9/2024RFP Financial Group LLC1,429$44K0.0%+58.3%0.000%Search for SEC Filing on Google Icon
5/9/2024D Orazio & Associates Inc.11,264$0.35M0.1%+3.5%0.000%Search for SEC Filing on Google Icon
5/8/2024Edmond DE Rothschild Holding S.A.558,284$17.16M0.3%-7.1%0.000%Search for SEC Filing on Google Icon
5/8/2024Cozad Asset Management Inc.8,286$0.26M0.0%-5.0%0.000%Search for SEC Filing on Google Icon
5/8/2024Bleakley Financial Group LLC11,734$0.36M0.0%+22.1%0.000%Search for SEC Filing on Google Icon
5/8/2024Henry James International Management Inc.497,783$15M4.6%+10.2%0.000%Search for SEC Filing on Google Icon
5/8/2024US Bancorp DE87,645$2.69M0.0%-1.6%0.000%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.6,469,098$199.28M0.3%-1.0%0.000%Search for SEC Filing on Google Icon
5/8/2024QRG Capital Management Inc.446,907$13.73M0.2%+8.7%0.000%Search for SEC Filing on Google Icon
5/8/2024AMJ Financial Wealth Management96,552$2.97M1.0%N/A0.000%Search for SEC Filing on Google Icon
5/8/2024Legacy Capital Group California Inc.40,884$1.26M0.5%-4.4%0.000%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.186,694$5.74M0.0%-29.7%0.000%Search for SEC Filing on Google Icon
5/7/2024Atomi Financial Group Inc.31,706$0.97M0.1%+18.1%0.000%Search for SEC Filing on Google Icon
5/7/2024Susquehanna International Securities Ltd.1,912,678$58.76M23.3%+115.0%0.000%Search for SEC Filing on Google Icon
5/7/2024Susquehanna International Group Ltd.245,197$7.53M1.8%N/A0.000%Search for SEC Filing on Google Icon
5/7/2024Forsta AP Fonden445,261$13.68M0.1%-42.6%0.000%Search for SEC Filing on Google Icon
5/7/2024Highland Capital Management LLC106,552$3.27M0.2%-0.8%0.000%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer Asset Management Inc.16,623$0.51M0.0%-50.8%0.000%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer & Co. Inc.192,203$5.90M0.1%+3.1%0.000%Search for SEC Filing on Google Icon
5/6/2024Quantbot Technologies LP140,576$4.32M0.2%N/A0.004%Search for SEC Filing on Google Icon
5/6/2024Envestnet Portfolio Solutions Inc.63,958$1.97M0.0%-9.8%0.002%Search for SEC Filing on Google Icon
5/6/2024Leuthold Group LLC7,715$0.24M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/6/2024Mitchell Capital Management Co.108,554$3.34M0.6%+4.8%0.003%Search for SEC Filing on Google Icon
5/3/2024Signaturefd LLC69,355$2.13M0.0%+3.3%0.000%Search for SEC Filing on Google Icon
5/3/2024FDx Advisors Inc.16,181$0.50M0.1%-2.5%0.000%Search for SEC Filing on Google Icon
5/3/2024Mediolanum International Funds Ltd13,054$0.37M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/3/2024Pzena Investment Management LLC29,670,539$911.48M3.2%-1.6%0.000%Search for SEC Filing on Google Icon
5/3/2024Larson Financial Group LLC1,519$47K0.0%+5,742.3%0.000%Search for SEC Filing on Google Icon
5/3/2024Callan Capital LLC14,255$0.44M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/3/2024Rehmann Capital Advisory Group26,360$0.81M0.1%-6.2%0.000%Search for SEC Filing on Google Icon
5/3/2024Pictet North America Advisors SA662,355$20.40M2.3%-1.1%0.000%Search for SEC Filing on Google Icon
5/3/2024Central Pacific Bank Trust Division7,600$0.23M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/2/2024Financial Counselors Inc.11,279$0.35M0.0%-29.7%0.000%Search for SEC Filing on Google Icon
5/2/2024Value Partners Investments Inc.260,881$8.01M0.2%-0.8%0.000%Search for SEC Filing on Google Icon
5/2/2024PDS Planning Inc16,554$0.51M0.1%+8.2%0.000%Search for SEC Filing on Google Icon
5/1/2024Janney Capital Management LLC507,340$15.59M1.0%-27.9%0.015%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC32,967$1.01M0.0%+34.5%0.001%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets79,352$2.44M0.0%+57.4%0.002%Search for SEC Filing on Google Icon
5/1/2024Mission Wealth Management LP9,408$0.29M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/1/2024Sequoia Financial Advisors LLC33,739$1.04M0.0%+4.1%0.000%Search for SEC Filing on Google Icon
5/1/2024Diversify Advisory Services LLC33,971$1.04M0.1%N/A0.000%Search for SEC Filing on Google Icon
4/30/2024Private Advisor Group LLC34,303$1.05M0.0%-12.1%0.000%Search for SEC Filing on Google Icon
4/30/2024Norden Group LLC26,240$0.81M0.1%N/A0.000%Search for SEC Filing on Google Icon
4/29/2024Commonwealth Equity Services LLC63,148$1.94M0.0%+82.2%0.000%Search for SEC Filing on Google Icon
4/26/2024Pinnacle Associates Ltd.11,623$0.36M0.0%-11.4%0.000%Search for SEC Filing on Google Icon
4/26/2024UMB Bank n.a.4,443$0.14M0.0%+68.5%0.000%Search for SEC Filing on Google Icon
4/26/2024Yousif Capital Management LLC60,133$1.85M0.0%-2.0%0.000%Search for SEC Filing on Google Icon
4/26/2024SYSTM Wealth Solutions LLC12,665$0.39M0.0%-18.9%0.000%Search for SEC Filing on Google Icon
4/26/2024Mesirow Financial Investment Management Inc.10,074$0.31M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/26/2024Checchi Capital Advisers LLC22,314$0.69M0.1%-5.1%0.000%Search for SEC Filing on Google Icon
4/25/2024WCM Investment Management LLC5,310,064$163.13M0.4%+14.5%0.000%Search for SEC Filing on Google Icon
4/25/2024Bank of New York Mellon Corp9,487,836$291.47M0.1%-5.2%0.000%Search for SEC Filing on Google Icon
4/25/2024Equitable Trust Co.78,996$2.43M0.2%+2.6%0.000%Search for SEC Filing on Google Icon
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 48,551,715$1.50B5.2%+5.7%0.000%Search for SEC Filing on Google Icon
4/25/2024Valeo Financial Advisors LLC29,144$0.90M0.0%+2.7%0.000%Search for SEC Filing on Google Icon
4/24/2024Zhang Financial LLC34,337$1.06M0.1%+48.8%0.000%Search for SEC Filing on Google Icon
4/24/2024Activest Wealth Management1,817$56K0.0%+1,536.9%0.000%Search for SEC Filing on Google Icon
4/24/2024U S Global Investors Inc.68,000$2.09M0.2%+40.2%0.000%Search for SEC Filing on Google Icon
4/24/2024Simplicity Wealth LLC11,734$0.36M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/24/2024Spire Wealth Management17,987$0.55M0.0%-21.8%0.000%Search for SEC Filing on Google Icon
4/24/2024Solstein Capital LLC19,334$0.60M0.4%-31.0%0.000%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.187,287$5.77M0.0%-2.1%0.000%Search for SEC Filing on Google Icon
4/23/2024Exane Asset Management101,465$3.12M2.4%N/A0.000%Search for SEC Filing on Google Icon
4/23/2024Gradient Investments LLC16,128$0.50M0.0%-10.4%0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
UBS Group logo
UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. The company offers investment advice, estate and wealth planning, investing, corporate and banking, and investment management, as well as mortgage, securities-based, and structured lending solutions. It also provides personal banking products and services, such as deposits, credit and debit cards, and online and mobile banking, as well as lending, investments, retirement, and wealth management services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, and transaction banking solutions for payment and cash management services, trade and export finance, and global custody solutions. In addition, the company offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. Further, it advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage their risks and liquidity; distributes, trades in, finances, and clears cash equities and equity-linked products; structures, originates, and distributes new equity and equity-linked issues; and originates, distributes, manages risk, and provides liquidity in foreign exchange, rates, credit and precious metals. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
Read More on UBS Group

Today's Range

Now: $30.34
Low: $30.21
High: $30.39

50 Day Range

MA: $29.65
Low: $26.19
High: $31.93

52 Week Range

Now: $30.34
Low: $18.76
High: $32.13

Volume

1,084,205 shs

Average Volume

2,681,068 shs

Market Capitalization

N/A

P/E Ratio

3.31

Dividend Yield

0.76%

Beta

1.16

Who are the company insiders with the largest holdings of UBS Group?

UBS Group's top insider shareholders include:
  1. Group Ag Ubs (Major Shareholder)
Learn More about top insider investors at UBS Group.

Who are the major institutional investors of UBS Group?

UBS Group's top institutional investors include:
  1. Vanguard Group Inc. — 0.00%
  2. Zurcher Kantonalbank Zurich Cantonalbank — 0.00%
  3. Capital World Investors — 0.00%
  4. Pzena Investment Management LLC — 0.00%
  5. Bank of New York Mellon Corp — 0.00%
  6. Acadian Asset Management LLC — 0.00%
Learn More about top institutional investors of UBS Group stock.

Which major investors are selling UBS Group stock?

In the last quarter, UBS stock was sold by these institutional investors:
  1. JPMorgan Chase & Co.
  2. Toronto Dominion Bank
  3. Twin Tree Management LP
  4. 1832 Asset Management L.P.
  5. Bank of New York Mellon Corp
  6. Pzena Investment Management LLC
  7. Senator Investment Group LP
  8. Forsta AP Fonden

Which major investors are buying UBS Group stock?

In the last quarter, UBS stock was acquired by institutional investors including:
  1. M&G Plc
  2. Acadian Asset Management LLC
  3. Zurcher Kantonalbank Zurich Cantonalbank
  4. LGT Group Foundation
  5. Vanguard Group Inc.
  6. Canada Pension Plan Investment Board
  7. Capital World Investors
  8. Banque Cantonale Vaudoise