UBS Insider Trading

Insider Ownership Percentage: 1.00%
Insider Buying (Last 12 Months): $6,589.20
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: $30.56
Price Change: Price Increase of +0.39 (1.29%)
As of 07/26/2024 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
7/8/2024Group Ag UbsMajor ShareholderBuy105$4.53$475.6525,379View SEC Filing Icon  
7/5/2024Group Ag UbsMajor ShareholderBuy3$4.40$13.2026,133View SEC Filing Icon  
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
7/26/2024Simmons Bank27,003$0.80M0.1%-62.1%0.001%Search for SEC Filing on Google Icon
7/26/2024Atomi Financial Group Inc.27,881$0.82M0.1%-12.1%0.001%Search for SEC Filing on Google Icon
7/26/2024Liontrust Investment Partners LLP2,537,727$74.70M1.1%+6.0%0.079%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp9,119,874$269.40M0.1%-3.9%0.284%Search for SEC Filing on Google Icon
7/25/2024Raymond James Trust N.A.34,260$1.01M0.0%+17.7%0.001%Search for SEC Filing on Google Icon
7/25/2024Highland Capital Management LLC98,272$2.90M0.2%-7.8%0.003%Search for SEC Filing on Google Icon
7/25/2024First National Bank of Hutchinson12,129$0.36M0.2%-17.4%0.000%Search for SEC Filing on Google Icon
7/25/2024Banque Pictet & Cie SA663,400$19.53M0.2%-0.6%0.021%Search for SEC Filing on Google Icon
7/24/2024&PARTNERS13,391$0.40M0.0%+27.7%0.000%Search for SEC Filing on Google Icon
7/22/2024Fifth Third Bancorp24,239$0.72M0.0%-13.2%0.001%Search for SEC Filing on Google Icon
7/22/2024Investment House LLC64,818$1.92M0.1%N/A0.002%Search for SEC Filing on Google Icon
7/22/2024Legacy Capital Group California Inc.41,331$1.22M0.4%+1.1%0.001%Search for SEC Filing on Google Icon
7/22/2024Summit Global Investments47,732$1.41M0.1%N/A0.001%Search for SEC Filing on Google Icon
7/22/2024Liberty One Investment Management LLC24,881$0.74M0.1%-5.1%0.001%Search for SEC Filing on Google Icon
7/22/2024Dakota Wealth Management14,013$0.41M0.0%-4.0%0.000%Search for SEC Filing on Google Icon
7/20/2024NatWest Group plc91,770$2.71M0.9%+17.4%0.003%Search for SEC Filing on Google Icon
7/20/2024Nisa Investment Advisors LLC1,400$41K0.0%N/A0.000%Search for SEC Filing on Google Icon
7/20/2024Zhang Financial LLC32,000$0.95M0.1%-6.8%0.001%Search for SEC Filing on Google Icon
7/19/2024BTC Capital Management Inc.34,820$1.03M0.1%-3.8%0.001%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates1,002,585$29.62M0.0%+11.4%0.031%Search for SEC Filing on Google Icon
7/19/2024Shilanski & Associates Inc.10,545$0.31M0.1%-7.1%0.000%Search for SEC Filing on Google Icon
7/18/2024Timber Creek Capital Management LLC85,659$2.53M0.8%+2.5%0.003%Search for SEC Filing on Google Icon
7/18/2024Blue Trust Inc.26,344$0.81M0.0%+121.7%0.001%Search for SEC Filing on Google Icon
7/18/2024Assenagon Asset Management S.A.181,262$5.34M0.0%-3.2%0.006%Search for SEC Filing on Google Icon
7/17/2024Trivant Custom Portfolio Group LLC33,150$0.98M0.6%N/A0.001%Search for SEC Filing on Google Icon
7/17/2024180 Wealth Advisors LLC7,016$0.22M0.0%-16.9%0.000%Search for SEC Filing on Google Icon
7/17/2024Seed Wealth Management Inc.13,135$0.39M0.3%+7.3%0.000%Search for SEC Filing on Google Icon
7/16/2024Envestnet Portfolio Solutions Inc.52,746$1.56M0.0%-17.5%0.002%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC34,627$1.02M0.0%+48.6%0.001%Search for SEC Filing on Google Icon
7/16/2024Traveka Wealth LLC7,466$0.22M0.1%+6.2%0.000%Search for SEC Filing on Google Icon
7/16/2024M&G Plc4,372,181$126.50M0.7%-21.8%0.136%Search for SEC Filing on Google Icon
7/16/2024Wedmont Private Capital8,294$0.26M0.0%+10.2%0.000%Search for SEC Filing on Google Icon
7/16/2024Sequoia Financial Advisors LLC34,822$1.03M0.0%+3.2%0.001%Search for SEC Filing on Google Icon
7/12/2024Mitchell & Pahl Private Wealth LLC53,281$1.57M0.8%-1.0%0.002%Search for SEC Filing on Google Icon
7/12/2024Systrade AG100,000$2.94M5.0%N/A0.003%Search for SEC Filing on Google Icon
7/12/2024Diversify Advisory Services LLC13,432$0.41M0.0%-60.5%0.000%Search for SEC Filing on Google Icon
7/12/2024Bruce G. Allen Investments LLC3,343$99K0.1%-17.8%0.000%Search for SEC Filing on Google Icon
7/12/2024Hexagon Capital Partners LLC5,334$0.16M0.0%+28.0%0.000%Search for SEC Filing on Google Icon
7/12/2024Opal Wealth Advisors LLC2,125$63K0.0%+56.0%0.000%Search for SEC Filing on Google Icon
7/12/2024QRG Capital Management Inc.409,680$12.10M0.1%-8.3%0.013%Search for SEC Filing on Google Icon
7/12/2024Sax Wealth Advisors LLC11,773$0.35M0.0%N/A0.000%Search for SEC Filing on Google Icon
7/11/2024CHICAGO TRUST Co NA6,797$0.20M0.0%N/A0.000%Search for SEC Filing on Google Icon
7/11/2024U.S. Capital Wealth Advisors LLC10,901$0.32M0.0%+5.7%0.000%Search for SEC Filing on Google Icon
7/11/2024Clarius Group LLC27,831$0.82M0.1%-7.4%0.001%Search for SEC Filing on Google Icon
7/10/2024Simplicity Wealth LLC10,527$0.31M0.0%-10.3%0.000%Search for SEC Filing on Google Icon
7/10/2024Contravisory Investment Management Inc.320,464$9.47M2.1%-2.8%0.010%Search for SEC Filing on Google Icon
7/10/2024Cullinan Associates Inc.29,000$0.86M0.0%+9.4%0.001%Search for SEC Filing on Google Icon
7/10/2024CWM LLC7,618$0.23M0.0%+7.9%0.000%Search for SEC Filing on Google Icon
7/10/2024Hilltop National Bank2,573$76K0.0%N/A0.000%Search for SEC Filing on Google Icon
7/9/2024Park Avenue Securities LLC41,382$1.22M0.0%-1.2%0.001%Search for SEC Filing on Google Icon
7/9/2024Baker Ellis Asset Management LLC41,600$1.23M0.2%-3.5%0.001%Search for SEC Filing on Google Icon
7/8/2024Beach Investment Counsel Inc. PA80,756$2.39M0.3%-3.9%0.003%Search for SEC Filing on Google Icon
7/2/2024Massmutual Trust Co. FSB ADV4,074$0.12M0.0%+19.0%0.000%Search for SEC Filing on Google Icon
7/2/2024First Hawaiian Bank31,125$0.92M0.0%-4.9%0.001%Search for SEC Filing on Google Icon
7/1/2024Kathmere Capital Management LLC33,306$1.03M0.1%-3.9%0.001%Search for SEC Filing on Google Icon
7/1/2024Jackson Wealth Management LLC87,393$2.58M0.6%-41.6%0.003%Search for SEC Filing on Google Icon
6/11/2024Jackson Wealth Management LLC149,621$4.60M0.6%+5.5%0.000%Search for SEC Filing on Google Icon
6/4/2024DekaBank Deutsche Girozentrale4,366,422$134.31M0.3%-6.8%0.000%Search for SEC Filing on Google Icon
5/28/2024Teachers Retirement System of The State of Kentucky655,250$20.13M0.2%-3.8%0.000%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC25,584$0.79M0.0%+133.7%0.000%Search for SEC Filing on Google Icon
5/24/2024Cetera Investment Advisers65,029$2M0.0%+206.3%0.000%Search for SEC Filing on Google Icon
5/21/2024Atria Investments Inc65,443$2.01M0.0%-11.0%0.002%Search for SEC Filing on Google Icon
5/20/2024Virtu Financial LLC19,475$0.60M0.0%+35.5%0.000%Search for SEC Filing on Google Icon
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
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: $30.56
Low: $30.33
High: $30.63

50 Day Range

MA: $30.66
Low: $29.21
High: $31.89

52 Week Range

Now: $30.56
Low: $21.34
High: $32.13

Volume

775,444 shs

Average Volume

2,436,143 shs

Market Capitalization

$97.99 billion

P/E Ratio

3.33

Dividend Yield

0.74%

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. Bank of New York Mellon Corp — 0.28%
  2. M&G Plc — 0.14%
  3. Liontrust Investment Partners LLP — 0.08%
  4. Raymond James & Associates — 0.03%
  5. Banque Pictet & Cie SA — 0.02%
  6. QRG Capital Management Inc. — 0.01%
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. M&G Plc
  2. Bank of New York Mellon Corp
  3. Jackson Wealth Management LLC
  4. Simmons Bank
  5. QRG Capital Management Inc.
  6. Diversify Advisory Services LLC
  7. Envestnet Portfolio Solutions Inc.
  8. Contravisory Investment Management Inc.

Which major investors are buying UBS Group stock?

In the last quarter, UBS stock was acquired by institutional investors including:
  1. Liontrust Investment Partners LLP
  2. Raymond James & Associates
  3. Systrade AG
  4. Investment House LLC
  5. Summit Global Investments
  6. Trivant Custom Portfolio Group LLC
  7. Blue Trust Inc.
  8. NatWest Group plc