UBS Group
UBS
Market cap $104B

32.32 USD

-0.01

0.03%

Updated Oct 22, 10:48 AM EDT

1 day

-0.03%

5 days

0.00%

1 month

6.95%

3 months

5.35%

6 months

15.55%

Year to date

6.32%

1 year

36.72%

5 years

181.04%

0

Funds holding %

of 6,740 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

57% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $780M

32% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 57

20% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 177

11% more capital invested

Capital invested by funds: $37.6B [Q1] → $41.7B (+$4.13B) [Q2]

5.93% more ownership

Funds ownership: 38.25% [Q1] → 44.18% (+5.93%) [Q2]

3% more funds holding

Funds holding: 525 [Q1] → 543 (+18) [Q2]

26% less funds holding in top 10

Funds holding in top 10: 23 [Q1] → 17 (-6) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for UBS.

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Financial journalist opinion

Based on 18 articles about UBS published over the past 30 days

Advisor John Hardin Joins UBS Private Wealth Management in Miami

MIAMI--(BUSINESS WIRE)--UBS Private Wealth Management today announced that John Hardin has joined the firm as a Financial Advisor in South Florida. He joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office. John is joined by Senior Wealth Strategy Associate Katelyn O'Hara. John and Katelyn join Integra Partners, which is led by UBS Financial Advisors Vicente Del Rio, Brian Beraha and Horacio Aguirre. This Private Wealth team j.

Advisor John Hardin Joins UBS Private Wealth Management in Miami

UBS Celebrates 16th Year as Presenting Sponsor of Art San Diego and Continues Philanthropic Access to Art Program Benefitting Monarch School Students

SAN DIEGO--(BUSINESS WIRE)-- #AccesstoArt--UBS sponsors Art San Diego for 16th year; contemporary art fair to showcase philanthropic Access to Art, Nov. 1-3, at San Diego Convention Center.

UBS Celebrates 16th Year as Presenting Sponsor of Art San Diego and Continues Philanthropic Access to Art Program Benefitting Monarch School Students

Swiss Authority Says UBS Must Revise Recovery and Emergency Plans

Swiss financial market supervisory authority FINMA will require UBS to revise its recovery and emergency plans due to the bank's June 2023 takeover of Credit Suisse. The regulator has suspended the annual approval of UBS' recovery and emergency plans and expects the bank to further develop those plans, FINMA said in a Tuesday (Oct.

Swiss Authority Says UBS Must Revise Recovery and Emergency Plans

Financial Advisor James Kosan joins UBS in the Inland Empire

RIVERSIDE, Calif.--(BUSINESS WIRE)-- #BestAdvisorsSoCal--Jim Kosan, financial advisor for ultra high net worth clients, switches from Morgan Stanley to UBS, joins Riverside office. Pat Lizza welcomes him.

Financial Advisor James Kosan joins UBS in the Inland Empire

UBS Financial Advisor Warren Coughlin Named to the Forbes Top Next-Gen Best-in-State Wealth Advisor List

LOS ANGELES--(BUSINESS WIRE)--UBS Private Wealth Management announced today that Warren Coughlin, a Private Wealth Advisor in the firm's Los Angeles, California office, has been named to the Forbes Top Next-Gen Best-in-State Wealth Advisor list for 2024. This is Warren's third inclusion on the list. “Warren is among a select cohort of successful advisors that is transforming our industry and the way we serve clients,” said Lauren Gorsche, UBS Los Angeles Market Executive. “He has built a dynami.

UBS Financial Advisor Warren Coughlin Named to the Forbes Top Next-Gen Best-in-State Wealth Advisor List

UBS has just lowered earnings estimates — and raised its S&P 500 target

UBS on Tuesday issued an unusual pairing, reducing its estimates for earnings growth while at the same time lifting its S&P 500 target for this year and next.

UBS has just lowered earnings estimates — and raised its S&P 500 target

Participation notification by UBS Group AG

Brussels, October 14, 2024, 17:45 CEST - Regulated information In line with Belgian transparency legislation (Law of May 2, 2007), UBS Group AG recently sent to Solvay the following transparency notifications indicating that they crossed different thresholds. Here is a summary: Date on which the threshold was crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total after the transaction October 4, 2024 0.54% 4.72% 5.26% October 7, 2024 / / / The latest notification, dated October 10, 2024, contains the following information: Reason for the notification: Acquisition or disposal of voting securities or voting rights Downward crossing of the lowest threshold Notified by: A parent undertaking or a controlling person Date on which the threshold is crossed: October 7, 2024 Threshold of direct voting rights crossed: 3% downwards Denominator: 105,876,416 Additional information: The disclosure obligation arose due to the total indirect holdings of UBS Group AG in voting rights of Solvay SA, held directly by controlled undertakings falling below 3% on October 7, 2024.

Participation notification by UBS Group AG

UBS 'bang on target' with Credit Suisse integration, IT chief says

UBS's integration of former rival Credit Suisse's clients and data with its own platforms is "bang on target" after a successful test run, its tech chief told Reuters.

UBS 'bang on target' with Credit Suisse integration, IT chief says

Five UBS Financial Advisors in the Pacific Desert Market Recognized by Forbes as Top Next-Gen Advisors

SAN DIEGO & NEWPORT BEACH, Calif. & PHOENIX & TUCSON, Ariz. & HONOLULU--(BUSINESS WIRE)-- #AaronRottenstein--Five UBS financial advisors based in Pacific Desert Market named to Forbes Top Next-Gen Wealth Advisors lists for 2024.

Five UBS Financial Advisors in the Pacific Desert Market Recognized by Forbes as Top Next-Gen Advisors

UBS Declares Coupon Payments on 14 ETRACS Exchange Traded Notes

NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 11 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) MLPBb ETRACS Alerian MLP Infrastructure Index ETN Series B 9/30/2024 10/11/2024 10/11/2024 10/.

UBS Declares Coupon Payments on 14 ETRACS Exchange Traded Notes

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