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: $27.17
Price Change: Price Increase of +0.35 (1.30%)
As of 05/3/2024 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  
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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
5/3/2024Signaturefd 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
4/23/2024Fifth Third Bancorp27,934$0.86M0.0%-29.9%0.000%Search for SEC Filing on Google Icon
4/22/2024CKW Financial Group1,400$43K0.0%-48.1%0.000%Search for SEC Filing on Google Icon
4/22/2024Drive Wealth Management LLC10,751$0.33M0.1%+4.4%0.000%Search for SEC Filing on Google Icon
4/22/2024Raymond James & Associates899,740$27.64M0.0%-0.9%0.026%Search for SEC Filing on Google Icon
4/20/2024Maryland State Retirement & Pension System345,606$9.73M0.2%+18.8%0.000%Search for SEC Filing on Google Icon
4/19/2024Financial Perspectives Inc4,894$0.15M0.1%+19.5%0.000%Search for SEC Filing on Google Icon
4/19/2024Legacy Wealth Asset Management LLC56,937$1.75M0.5%+2.4%0.000%Search for SEC Filing on Google Icon
4/19/2024First Trust Direct Indexing L.P.69,917$2.15M0.2%+6.9%0.000%Search for SEC Filing on Google Icon
4/19/2024Massachusetts Wealth Management51,563$1.58M1.1%-3.3%0.000%Search for SEC Filing on Google Icon
4/19/2024Norden Group LLC26,240$0.81M0.0%N/A0.000%Search for SEC Filing on Google Icon
4/19/2024Sumitomo Mitsui Trust Holdings Inc.7,199,245$221.58M0.2%+0.2%0.000%Search for SEC Filing on Google Icon
4/18/2024Hexagon Capital Partners LLC4,166$0.13M0.0%+11.2%0.000%Search for SEC Filing on Google Icon
4/18/2024Claro Advisors LLC11,682$0.36M0.1%+18.5%0.000%Search for SEC Filing on Google Icon
4/16/2024Kathmere Capital Management LLC34,652$1.07M0.1%+4.0%0.000%Search for SEC Filing on Google Icon
4/16/2024180 Wealth Advisors LLC8,440$0.26M0.0%-18.4%0.000%Search for SEC Filing on Google Icon
4/16/2024Seed Wealth Management Inc.12,245$0.37M0.4%-6.8%0.000%Search for SEC Filing on Google Icon
4/16/2024Wealth Enhancement Advisory Services LLC23,299$0.72M0.0%-25.4%0.000%Search for SEC Filing on Google Icon
4/15/2024Atlas Capital Advisors LLC33,367$1.03M0.2%-2.7%0.000%Search for SEC Filing on Google Icon
4/13/2024ARGA Investment Management LP6,130,386$188.70M6.3%+2.7%0.176%Search for SEC Filing on Google Icon
4/11/2024Ballentine Partners LLC30,076$0.92M0.0%+14.4%0.000%Search for SEC Filing on Google Icon
4/11/2024Compton Wealth Advisory Group LLC22,591$0.69M0.2%+79.4%0.000%Search for SEC Filing on Google Icon
4/11/2024Opal Wealth Advisors LLC1,362$42K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/11/2024Contravisory Investment Management Inc.329,691$10.13M2.2%-2.6%0.000%Search for SEC Filing on Google Icon
4/11/2024&PARTNERS10,485$0.32M0.0%+10.9%0.000%Search for SEC Filing on Google Icon
4/11/2024BTC Capital Management Inc.36,186$1.11M0.1%N/A0.000%Search for SEC Filing on Google Icon
4/10/2024Aprio Wealth Management LLC9,956$0.31M0.1%+9.8%0.000%Search for SEC Filing on Google Icon
4/10/2024Park Avenue Securities LLC41,868$1.29M0.0%-24.8%0.000%Search for SEC Filing on Google Icon
4/10/2024Banque Cantonale Vaudoise7,155,610$220.39M8.7%+18.1%0.000%Search for SEC Filing on Google Icon
4/9/2024Mather Group LLC.1,661$51K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/5/2024First Hawaiian Bank32,719$1.01M0.0%-24.4%0.000%Search for SEC Filing on Google Icon
4/5/2024NBC Securities Inc.14,281$0.44M0.0%-4.1%0.000%Search for SEC Filing on Google Icon
4/3/2024Timber Creek Capital Management LLC83,591$2.57M0.8%N/A0.002%Search for SEC Filing on Google Icon
4/1/2024Park National Corp OH7,645$0.24M0.0%+16.6%0.000%Search for SEC Filing on Google Icon
3/26/2024HighPoint Advisor Group LLC6,501$0.21M0.0%N/A0.000%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.116,238$3.59M0.0%+68.6%0.000%Search for SEC Filing on Google Icon
3/21/2024Grayhawk Investment Strategies Inc.5,571$0.17M0.1%N/A0.000%Search for SEC Filing on Google Icon
3/15/2024B. Riley Wealth Advisors Inc.22,408$0.69M0.0%-25.1%0.000%Search for SEC Filing on Google Icon
3/13/2024Sivia Capital Partners LLC13,070$0.40M0.2%N/A0.000%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.113,982,749$3.52B0.1%+6.8%0.000%Search for SEC Filing on Google Icon
3/5/2024Fisher Asset Management LLC14,355$0.44M0.0%-4.7%0.000%Search for SEC Filing on Google Icon
3/5/2024Wellington Management Group LLP8,607,932$266.94M0.0%-24.9%0.000%Search for SEC Filing on Google Icon
3/1/2024Royal London Asset Management Ltd.6,840,179$211.36M0.6%-0.1%0.000%Search for SEC Filing on Google Icon
2/26/2024Syon Capital LLC49,175$1.52M0.1%+7.7%0.000%Search for SEC Filing on Google Icon
2/26/2024Virtu Financial LLC14,376$0.44M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/26/2024Teachers Retirement System of The State of Kentucky680,950$21.04M0.2%-2.8%0.000%Search for SEC Filing on Google Icon
2/21/2024American Trust9,217$0.29M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/20/2024Hiddenite Capital Partners LP180,000$5.56M3.3%-6.7%0.000%Search for SEC Filing on Google Icon
2/20/2024Covenant Partners LLC21,046$0.65M0.2%+112.4%0.000%Search for SEC Filing on Google Icon
2/17/2024FIL Ltd4,893,353$151.85M0.2%-27.6%0.000%Search for SEC Filing on Google Icon
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main13,240,888$410.69M0.5%+5.3%0.000%Search for SEC Filing on Google Icon
2/15/2024Paragon Associates & Paragon Associates II Joint Venture100,000$3.09M7.1%+33.3%0.003%Search for SEC Filing on Google Icon
2/15/2024Public Sector Pension Investment Board1,616,592$50.13M0.4%+2.2%0.046%Search for SEC Filing on Google Icon
2/15/2024Patient Capital Management LLC2,450,937$75.73M4.0%-1.3%0.070%Search for SEC Filing on Google Icon
2/15/2024Fullerton Fund Management Co Ltd.205,503$6.35M0.4%+48.6%0.006%Search for SEC Filing on Google Icon
2/15/2024Black Diamond Capital Management L.L.C.350,000$10.82M7.8%-77.3%0.010%Search for SEC Filing on Google Icon
2/15/2024Caas Capital Management LP13,000$0.40M0.0%N/A0.000%Search for SEC Filing on Google Icon
2/15/2024Coatue Management LLC1,778,323$54.95M0.2%N/A0.051%Search for SEC Filing on Google Icon
2/14/2024Power Corp of Canada152,967$4.73M0.5%+7.2%0.004%Search for SEC Filing on Google Icon
2/14/2024Neuberger Berman Group LLC234,498$7.26M0.0%+31.4%0.000%Search for SEC Filing on Google Icon
Data available starting January 2016

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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: $27.17
Low: $26.98
High: $27.24

50 Day Range

MA: $29.54
Low: $26.19
High: $31.93

52 Week Range

Now: $27.17
Low: $18.71
High: $32.13

Volume

2,124,016 shs

Average Volume

2,662,705 shs

Market Capitalization

N/A

P/E Ratio

3.03

Dividend Yield

0.84%

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. Zurcher Kantonalbank Zurich Cantonalbank — 0.00%
  2. Pzena Investment Management LLC — 0.00%
  3. Bank of New York Mellon Corp — 0.00%
  4. Sumitomo Mitsui Trust Holdings Inc. — 0.00%
  5. Banque Cantonale Vaudoise — 0.00%
  6. ARGA Investment Management LP — 0.18%
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. Bank of New York Mellon Corp
  2. Pzena Investment Management LLC
  3. Janney Capital Management LLC
  4. Simplex Trading LLC
  5. Park Avenue Securities LLC
  6. Fifth Third Bancorp
  7. First Hawaiian Bank
  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. Zurcher Kantonalbank Zurich Cantonalbank
  2. Banque Cantonale Vaudoise
  3. WCM Investment Management LLC
  4. ARGA Investment Management LP
  5. Exane Asset Management
  6. Timber Creek Capital Management LLC
  7. Maryland State Retirement & Pension System
  8. IMC Chicago LLC