UBS Group AG

More Details of UBS Group AG Company

UBS Group AG is a Switzerland-based holding company and conducts its operations through UBS AG and its subsidiaries. The company operates as a wealth manager with focused asset management and investment banking capabilities and a capital-light and cash-generative business model. The Company comprises four business divisions: Global Wealth Management, which provides tailored advice and solutions to its clients around the globe; Personal & Corporate Banking division provides comprehensive financial products and services to private, corporate and institutional clients in Switzerland; Asset Management division offers investment capabilities and styles across all traditional and alternative asset classes, as well as advisory support to institutions; Investment Bank provides investment advice, financial solutions and capital markets access to institutional, corporate and wealth management clients.

Company Info

Company codeUBS

Company nameUBS Group AG

IPO dateNov 28, 2014

Founded at2014

CEOMr. Sergio P. Ermotti

Number of employees128983

Security typeOrdinary Share

Fiscal year-endNov 28

AddressBahnhofstr. 45

CityZUERICH

Stock exchangeBME SPANISH EXCHANGE

CountrySwitzerland

Postal code8098

Phone41442341111

Websitehttps://www.ubs.com/

Company codeUBS

IPO dateNov 28, 2014

Founded at2014

Company Executives

Name

Name/Position

Position

Shareholding

Change

Mr. Colm Kelleher

Non-Executive Chairman of the Board

552.22K

+21.09%

Hr. Lukas Gaehwiler

Non-Executive Vice Chairman of the Board

323.56K

+50.59%

Ms. Julie G. Richardson

Non-Executive Independent Director

157.95K

+1.49%

Mr. Mark Hughes

Non-Executive Independent Director

80.24K

+21.73%

Mr. William C. Dudley

Non-Executive Independent Director

74.59K

-7.15%

Mr. Patrick Firmenich

Non-Executive Independent Director

71.01K

+32.97%

Mr. Aleksandar Ivanovic

President - Asset Management, Member of the Executive Board

--

Dr. Zuliu (Fred) Hu

Non-Executive Independent Director

--

Mr. Iqbal Khan

Co-President - Global Wealth Management, President - UBS Asia-Pacific, Member of the Executive Board

--

Mr. George Athanasopoulos

Co-Presidents of the Investment Bank, Member of the Executive Board

--

Name

Name/Position

Position

Shareholding

Change

Mr. Colm Kelleher

Non-Executive Chairman of the Board

552.22K

+21.09%

Hr. Lukas Gaehwiler

Non-Executive Vice Chairman of the Board

323.56K

+50.59%

Ms. Julie G. Richardson

Non-Executive Independent Director

157.95K

+1.49%

Mr. Mark Hughes

Non-Executive Independent Director

80.24K

+21.73%

Mr. William C. Dudley

Non-Executive Independent Director

74.59K

-7.15%

Mr. Patrick Firmenich

Non-Executive Independent Director

71.01K

+32.97%

Revenue Breakdown

Currency: USDUpdate time: Sun, Apr 6

FY2024

FY2022

FY2021

FY2020

FY2019

No Data

By RegionUSD

Name

Revenue

Proportion

United States

16.80B

34.57%

Switzerland

15.10B

31.07%

Europe, Middle East and Africa

7.70B

15.84%

Asia Pacific

6.80B

13.99%

Rest of the world

2.20B

4.53%

By Business

By Region

No Data

Shareholder

Update time: Fri, Apr 11

Shareholder Statistics

Type

Shareholder Statistics

Shareholder

Proportion

BlackRock Institutional Trust Company, N.A.

5.19%

UBS Financial Services, Inc.

4.45%

Norges Bank Investment Management (NBIM)

4.19%

The Vanguard Group, Inc.

3.78%

MFS Investment Management

2.27%

Other

80.12%

Shareholder Statistics

Shareholder

Proportion

BlackRock Institutional Trust Company, N.A.

5.19%

UBS Financial Services, Inc.

4.45%

Norges Bank Investment Management (NBIM)

4.19%

The Vanguard Group, Inc.

3.78%

MFS Investment Management

2.27%

Other

80.12%

Type

Shareholder

Proportion

Investment Advisor

26.75%

Investment Advisor/Hedge Fund

22.38%

Sovereign Wealth Fund

4.27%

Bank and Trust

2.95%

Research Firm

1.08%

Pension Fund

1.04%

Hedge Fund

0.19%

Individual Investor

0.06%

Insurance Company

0.05%

Other

41.24%

Institutional Shareholding

Update time: Thu, Feb 20

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q1

1613

1.97B

59.00%

-22.30M

2024Q4

1619

1.94B

55.91%

-56.92M

2024Q3

1584

1.93B

55.69%

-125.70M

2024Q2

1574

2.04B

58.88%

-67.03M

2024Q1

1548

2.07B

59.82%

-5.93M

2023Q4

1538

2.01B

57.98%

+2.95M

2023Q3

1464

1.96B

56.43%

-26.17M

2023Q2

1427

1.88B

54.31%

-202.76M

2023Q1

1377

2.04B

57.96%

+79.84M

2022Q4

1336

2.03B

57.66%

-63.76M

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

BlackRock Institutional Trust Company, N.A.

173.48M

5.01%

--

Dec 31, 2024

UBS Financial Services, Inc.

148.67M

4.29%

-79.89K

-0.05%

Dec 31, 2024

Norges Bank Investment Management (NBIM)

183.11M

5.29%

+7.09M

+4.03%

Dec 31, 2024

The Vanguard Group, Inc.

126.46M

3.65%

+1.34M

+1.07%

Dec 31, 2024

MFS Investment Management

75.69M

2.19%

-9.83M

-11.50%

Dec 31, 2024

Dodge & Cox

73.50M

2.12%

+125.60K

+0.17%

Dec 31, 2024

UBS Fund Management (Switzerland) AG

73.49M

2.12%

-2.00M

-2.65%

Dec 31, 2024

Artisan Partners Limited Partnership

54.19M

1.57%

-1.78M

-3.17%

Dec 31, 2024

Zürcher Kantonalbank (Asset Management)

51.38M

1.48%

-5.97M

-10.41%

Dec 31, 2024

Related ETFs

Update time: Sun, Apr 6

Name

Proportion

The Opal International Dividend Income ETF

7.07%

Franklin FTSE Switzerland ETF

6.13%

Themes Global Systemically Important Banks ETF

4.81%

iShares MSCI Europe Financials ETF

4.55%

iShares MSCI Switzerland ETF

4.47%

AdvisorShares Dorsey Wright ADR ETF

3.93%

SGI Enhanced Global Income ETF

2.87%

First Trust Switzerland Alphadex Fund

2.62%

WisdomTree International Hedged Quality Dividend Growth Fund

2.52%

WisdomTree International Quality Dividend Growth

2.47%

The Opal International Dividend Income ETF

Proportion7.07%

Franklin FTSE Switzerland ETF

Proportion6.13%

Themes Global Systemically Important Banks ETF

Proportion4.81%

iShares MSCI Europe Financials ETF

Proportion4.55%

iShares MSCI Switzerland ETF

Proportion4.47%

AdvisorShares Dorsey Wright ADR ETF

Proportion3.93%

SGI Enhanced Global Income ETF

Proportion2.87%

First Trust Switzerland Alphadex Fund

Proportion2.62%

WisdomTree International Hedged Quality Dividend Growth Fund

Proportion2.52%

WisdomTree International Quality Dividend Growth

Proportion2.47%

Dividend

A total of 9.51B USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

Jan 21, 2020

UBS.NB Final Cash Dividend of gross CHF 0.17604 paid on May 07, 2020 going ex on May 05, 2020

May 06, 2020

May 07, 2020

May 05, 2020

Stock Split

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

30.220USD

UBS Group AG

30.220

Overview

Company