UBS stock icon

UBS Group
UBS

$31.01
1.3%

Market Cap: 99.4B

 

About: The core of UBS is its global wealth management business focusing on high and ultra-high-net-worth individuals. UBS is also a conventional retail and commercial bank in its Swiss home market. Its investment bank and asset management businesses support its wealth management operations, but also leverage its strength in wealth management to serve third-party clients.

Employees: 112,842

0
Funds holding %
of 6,702 funds
Analysts bullish %
0
News positive %
of 25 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

81% more call options, than puts

Call options by funds: $1.42B | Put options by funds: $781M

10% more funds holding in top 10

Funds holding in top 10: 21 [Q4 2023] → 23 (+2) [Q1 2024]

2.34% more ownership

Funds ownership: 35.55% [Q4 2023] → 37.89% (+2.34%) [Q1 2024]

9% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 181

7% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 57

1% more funds holding

Funds holding: 510 [Q4 2023] → 514 (+4) [Q1 2024]

10% less capital invested

Capital invested by funds: $41.2B [Q4 2023] → $37.2B (-$3.95B) [Q1 2024]

Research analyst outlook

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

Financial journalist opinion

Based on 25 articles about UBS published over the past 30 days