UBS Group AG (UBS)

Sentiment-Signal

29,0
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
43.5
1 neu, 0 erhöht, -51317013K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)

Score-Verlauf (90 Tage)

Stammdaten

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions to ultra high net worth and high net worth clients. This segment also provides estate and wealth planning, investing, philanthropy, corporate and banking, and family advisory services, as well as mortgage, securities-based, and structured lending solutions. The Personal & Corporate Banking division provides personal banking products and services, such as deposits, cards, and online and mobile banking, as well as lending, investments, and retirement services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, trade and export finance, and global custody solutions, as well as transaction banking solutions for payment and cash management. The Asset Management division 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. The Investment Bank division 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; and offers clients differentiated content on major financial markets and securities. 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 based in Zurich, Switzerland.

Unternehmen & Branche

NameUBS Group AG
TickerUBS
CIK0001610520
BoerseUS
SektorFinancial Services
IndustrieBanks - Diversified
SIC6021 · National Commercial Banks

Wertpapier & Kennzahlen

CUSIP032108383
ISINUS0321083836
TypCommon Stock
Marktkapitalisierung130,11 Mrd. USD
Beta0,79
Dividendenrendite0,02 %

Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »

Fondsaktivität (Vorquartalsvergleich)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
UBS Group AG146,342,2210146,342,2216,774,420,769Neu+100,0%
VANGUARD GROUP INC139,105,7250139,105,7256,423,206,851Neu+100,0%
NORGES BANK104,982,0260104,982,0264,889,413,254Neu+100,0%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/68,622,440068,622,4403,177,905,196Neu+100,0%
Fisher Asset Management, LLC64,107,264064,107,2642,968,807,431Neu+100,0%
FMR LLC58,098,230058,098,2302,708,625,545Neu+100,0%
WELLINGTON MANAGEMENT GROUP LLP57,652,790057,652,7902,689,614,462Neu+100,0%
JPMORGAN CHASE & CO42,309,294042,309,2941,959,343,462Neu+100,0%
Capital World Investors37,399,326037,399,3261,728,952,411Neu+100,0%
Pictet Asset Management Holding SA35,932,192035,932,1921,676,301,784Neu+100,0%
DEUTSCHE BANK AG\29,605,781029,605,7811,371,043,720Neu+100,0%
Legal & General Group Plc23,611,119023,611,1191,101,501,831Neu+100,0%
PZENA INVESTMENT MANAGEMENT LLC29,774,573029,774,5731,100,468,200Neu+100,0%
GOLDMAN SACHS GROUP INC22,218,332022,218,3321,028,930,990Neu+100,0%
SIH Partners, LLLP18,129,046018,129,046839,556,120Neu+100,0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP17,527,342017,527,342814,934,458Neu+100,0%
Vontobel Holding Ltd.14,224,512014,224,512662,489,761Neu+100,0%
BANK OF AMERICA CORP /DE/10,708,372010,708,372495,904,717Neu+100,0%
VIKING GLOBAL INVESTORS LP9,128,81709,128,817425,957,677Neu+100,0%
CANADA PENSION PLAN INVESTMENT BOARD8,778,07508,778,075408,828,418Neu+100,0%
CITIGROUP INC8,015,84608,015,846373,954,766Neu+100,0%
Estate Counselors, LLC12,380,359012,380,359370,422,842Neu+100,0%
CAISSE DES DEPOTS ET CONSIGNATIONS7,922,06107,922,061369,562,843Neu+100,0%
MORGAN STANLEY7,654,09907,654,099354,461,407Neu+100,0%
JANUS HENDERSON GROUP PLC6,861,74606,861,746320,074,274Neu+100,0%
Banque Cantonale Vaudoise6,738,93006,738,930314,386,000Neu+100,0%
Allianz Asset Management GmbH6,337,95606,337,956295,664,605Neu+100,0%
ROYAL BANK OF CANADA5,828,97405,828,974269,886,000Neu+100,0%
Bank Julius Baer & Co. Ltd, Zurich5,704,19405,704,194264,598,604Neu+100,0%
FRANKLIN RESOURCES INC4,907,21404,907,214226,375,055Neu+100,0%
Qube Research & Technologies Ltd4,620,58104,620,581213,848,045Neu+100,0%
NORTHERN TRUST CORP4,367,01804,367,018202,236,604Neu+100,0%
BlackRock, Inc.4,030,91704,030,917186,671,770Neu+100,0%
LGT Group Foundation3,672,40203,672,402171,037,764Neu+100,0%
NATIONAL BANK OF CANADA /FI/3,581,80103,581,801167,106,547Neu+100,0%
AVIVA PLC3,543,25503,543,255164,989,372Neu+100,0%
ROYAL LONDON ASSET MANAGEMENT LTD3,534,18703,534,187163,668,200Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP2,787,48202,787,482129,088,291Neu+100,0%
CIBC WORLD MARKET INC.2,457,31702,457,317114,756,692Neu+100,0%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2,460,41502,460,415114,633,395Neu+100,0%
PUBLIC SECTOR PENSION INVESTMENT BOARD2,456,49202,456,492114,408,199Neu+100,0%
Liontrust Investment Partners LLP2,233,58502,233,585104,201,075Neu+100,0%
MOORE CAPITAL MANAGEMENT, LP2,197,10202,197,102102,415,046Neu+100,0%
BANK OF MONTREAL /CAN/2,193,28202,193,282102,149,506Neu+100,0%
Invesco Ltd.2,195,33002,195,330101,665,735Neu+100,0%
FIL Ltd2,066,93902,066,93996,444,976Neu+100,0%
ABN AMRO Bank N.V.1,890,88601,890,88687,796,575Neu+100,0%
State of Tennessee, Department of Treasury1,841,25701,841,25787,011,678Neu+100,0%
MARSHALL WACE, LLP1,819,63001,819,63084,866,866Neu+100,0%
AMERICAN CENTURY COMPANIES INC1,787,68301,787,68382,787,600Neu+100,0%

Insider-Transaktionen (12 Monate)

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fail-to-Deliver (6 Monate)

DatumFTD-MengeKursWert (USD)
2026-03-3122819,484.441
2026-03-309619,501.872
2026-03-2637621,047.911
2026-03-2541520,988.707
2026-03-2437621,438.058
2026-03-195021,291.065
2026-03-1752521,9811.540
2026-03-1652021,2011.024
2026-03-1324121,145.095
2026-03-1168822,0115.143
2026-03-1073321,9916.119
2026-03-09521,84109
2026-03-0552522,8511.996
2026-03-0468421,7314.863
2026-03-031.42121,9831.234
2026-03-021.68421,4636.139
2026-02-2723421,855.113
2026-02-2620221,954.434
2026-02-252920,84604
2026-02-2485220,5817.534
2026-02-2355621,2711.826
2026-02-2068521,0014.385
2026-02-1935321,157.466

Top-Fondshalter

Stand: 31.03.2026

FondsAnteileWert (USD)Anteil (%)
OPPENHEIMER & CO INC52,8541,208,771100.00

Hinweis

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