tradingkey.logo

UBS Group AG

UBS
47.570USD
+0.330+0.70%
Close 01/09, 16:00ETQuotes delayed by 15 min
148.61BMarket Cap
20.53P/E TTM

UBS Group AG

47.570
+0.330+0.70%

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.

UBS Group AG Info

Ticker SymbolUBS
Company nameUBS Group AG
IPO dateNov 28, 2014
CEOErmotti (Sergio P)
Number of employees128983
Security typeOrdinary Share
Fiscal year-endNov 28
AddressBahnhofstr. 45
CityZUERICH
Stock exchangeNASDAQ OMX NASDAQ Basic NYSE
CountrySwitzerland
Postal code8098
Phone41442341111
Websitehttps://www.ubs.com/
Ticker SymbolUBS
IPO dateNov 28, 2014
CEOErmotti (Sergio P)

Company Executives of UBS Group AG

Name
Name/Position
Position
Shareholding
Change
Mr. Colm Kelleher
Mr. Colm Kelleher
Non-Executive Independent Chairman of the Board
Non-Executive Independent Chairman of the Board
552.22K
+96173.00%
Ms. Julie G. Richardson
Ms. Julie G. Richardson
Non-Executive Independent Director
Non-Executive Independent Director
157.95K
+2323.00%
Mr. William C. Dudley
Mr. William C. Dudley
Non-Executive Independent Director
Non-Executive Independent Director
74.59K
-5746.00%
Mr. Patrick Firmenich
Mr. Patrick Firmenich
Non-Executive Independent Director
Non-Executive Independent Director
71.01K
+17605.00%
Mr. Sergio P. Ermotti
Mr. Sergio P. Ermotti
Group Chief Executive Officer, Member of the Executive Board
Group Chief Executive Officer, Member of the Executive Board
--
--
Hr. Lukas Gaehwiler
Hr. Lukas Gaehwiler
Non-Executive Vice Chairman of the Board
Non-Executive Vice Chairman of the Board
--
--
Ms. Sabine Keller-Busse
Ms. Sabine Keller-Busse
President - Personal and Corporate Banking, President, UBS Switzerland, Member of the Executive Board
President - Personal and Corporate Banking, President, UBS Switzerland, Member of the Executive Board
--
--
Ms. Yuan Kai (Jeanette) Wong
Ms. Yuan Kai (Jeanette) Wong
Non-Executive Independent Director
Non-Executive Independent Director
--
--
Mr. Jeremy David Bruce Anderson, CBE
Mr. Jeremy David Bruce Anderson, CBE
Senior Non-Executive Independent Director
Senior Non-Executive Independent Director
--
--
Dr. Zuliu (Fred) Hu
Dr. Zuliu (Fred) Hu
Non-Executive Independent Director
Non-Executive Independent Director
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Colm Kelleher
Mr. Colm Kelleher
Non-Executive Independent Chairman of the Board
Non-Executive Independent Chairman of the Board
552.22K
+96173.00%
Ms. Julie G. Richardson
Ms. Julie G. Richardson
Non-Executive Independent Director
Non-Executive Independent Director
157.95K
+2323.00%
Mr. William C. Dudley
Mr. William C. Dudley
Non-Executive Independent Director
Non-Executive Independent Director
74.59K
-5746.00%
Mr. Patrick Firmenich
Mr. Patrick Firmenich
Non-Executive Independent Director
Non-Executive Independent Director
71.01K
+17605.00%
Mr. Sergio P. Ermotti
Mr. Sergio P. Ermotti
Group Chief Executive Officer, Member of the Executive Board
Group Chief Executive Officer, Member of the Executive Board
--
--
Hr. Lukas Gaehwiler
Hr. Lukas Gaehwiler
Non-Executive Vice Chairman of the Board
Non-Executive Vice Chairman of the Board
--
--

Revenue Breakdown

Currency: USDUpdated: Tue, Jan 6
Currency: USDUpdated: Tue, Jan 6
FY2024
FY2022
FY2021
FY2020
FY2019
Relevant data have not been disclosed by the company yet.
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
Relevant data have not been disclosed by the company yet.

Shareholding Stats

Updated: Mon, Nov 17
Updated: Mon, Nov 17
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
5.19%
Norges Bank Investment Management (NBIM)
4.31%
The Vanguard Group, Inc.
4.07%
UBS Financial Services, Inc.
3.85%
MFS Investment Management
2.15%
Other
80.43%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
5.19%
Norges Bank Investment Management (NBIM)
4.31%
The Vanguard Group, Inc.
4.07%
UBS Financial Services, Inc.
3.85%
MFS Investment Management
2.15%
Other
80.43%
Shareholder Types
Shareholders
Proportion
Investment Advisor
26.83%
Investment Advisor/Hedge Fund
21.88%
Sovereign Wealth Fund
4.36%
Bank and Trust
2.81%
Pension Fund
1.47%
Research Firm
1.29%
Hedge Fund
0.34%
Insurance Company
0.06%
Individual Investor
0.05%
Other
40.92%

Institutional Shareholding

Updated: Thu, Jan 1
Updated: Thu, Jan 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
1603
1.97B
58.86%
+76.32M
2025Q3
1597
1.85B
55.32%
-104.10M
2025Q2
1603
1.92B
57.58%
-59.58M
2025Q1
1654
1.93B
57.48%
-75.73M
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
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
173.48M
5.19%
--
--
Dec 31, 2024
Norges Bank Investment Management (NBIM)
144.09M
4.31%
+4.20M
+3.01%
Jun 30, 2025
The Vanguard Group, Inc.
135.89M
4.07%
+2.01M
+1.50%
Sep 30, 2025
UBS Financial Services, Inc.
128.59M
3.85%
+16.54M
+14.76%
Sep 30, 2025
MFS Investment Management
71.83M
2.15%
+12.30M
+20.66%
Sep 30, 2025
UBS Fund Management (Switzerland) AG
69.81M
2.09%
-4.14M
-5.60%
Jun 30, 2025
Wellington Management Company, LLP
63.67M
1.91%
+45.73M
+254.91%
Sep 30, 2025
Fisher Investments
61.17M
1.83%
+2.74M
+4.70%
Sep 30, 2025
Zürcher Kantonalbank (Asset Management)
52.79M
1.58%
-6.77M
-11.36%
Sep 30, 2025
Artisan Partners Limited Partnership
50.04M
1.5%
-653.15K
-1.29%
Sep 30, 2025
View more

Related ETFs

Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
iShares MSCI Switzerland ETF
6.46%
Franklin FTSE Switzerland ETF
6.39%
iShares MSCI Europe Financials ETF
3.96%
Themes Global Systemically Important Banks ETF
3.06%
The Opal International Dividend Income ETF
2.91%
First Trust WCM International Equity ETF
2.18%
JPMorgan BetaBuilders Europe ETF
1.75%
First Trust RiverFront Dynamic Developed Intl ETF
1.72%
Brandes International ETF
1.68%
WisdomTree International Quality Dividend Growth
1.59%
View more
iShares MSCI Switzerland ETF
Proportion6.46%
Franklin FTSE Switzerland ETF
Proportion6.39%
iShares MSCI Europe Financials ETF
Proportion3.96%
Themes Global Systemically Important Banks ETF
Proportion3.06%
The Opal International Dividend Income ETF
Proportion2.91%
First Trust WCM International Equity ETF
Proportion2.18%
JPMorgan BetaBuilders Europe ETF
Proportion1.75%
First Trust RiverFront Dynamic Developed Intl ETF
Proportion1.72%
Brandes International ETF
Proportion1.68%
WisdomTree International Quality Dividend Growth
Proportion1.59%

Dividend

A total of 6.90B 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

FAQs

Who are the top five shareholders of UBS Group AG?

The top five shareholders of UBS Group AG are:
BlackRock Institutional Trust Company, N.A. holds 173.48M shares, accounting for 5.19% of the total shares.
Norges Bank Investment Management (NBIM) holds 144.09M shares, accounting for 4.31% of the total shares.
The Vanguard Group, Inc. holds 135.89M shares, accounting for 4.07% of the total shares.
UBS Financial Services, Inc. holds 128.59M shares, accounting for 3.85% of the total shares.
MFS Investment Management holds 71.83M shares, accounting for 2.15% of the total shares.

What are the top three shareholder types of UBS Group AG?

The top three shareholder types of UBS Group AG are:
BlackRock Institutional Trust Company, N.A.
Norges Bank Investment Management (NBIM)
The Vanguard Group, Inc.

How many institutions hold shares of UBS Group AG (UBS)?

As of 2025Q4, 1603 institutions hold shares of UBS Group AG, with a combined market value of approximately 1.97B, accounting for 58.86% of the total shares. Compared to 2025Q3, institutional shareholding has increased by 3.54%.

What is the biggest source of revenue for UBS Group AG?

In FY2024, the -- business generated the highest revenue for UBS Group AG, amounting to -- and accounting for --% of total revenue.
KeyAI