§ FINANCIAL SERVICES
USD · Financial ServicesUBS
UBS GROUP AG-REG
USDSector · Financial ServicesBeta · 1.07
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 47.77HIGH 48.47LOW 47.6752W 20.66 — 38.39
EVENTSJUN 30 · EARNINGS −6.3%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
431 increased/new, 242 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.6 | P/B | 1.60 |
| EPS (TTM) | 2.36 | Dividend | 0.00% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| UBS Group AG | 106.9M | 0.6% | −24% |
| VANGUARD CAPITAL MANAGEMENT LLC | 97.3M | n/a | n/a |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 65.5M | 0.9% | −4% |
| Fisher Asset Management, LLC | 66.1M | 0.9% | +3% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 56.7M | 4.7% | +14% |
| Fidelity Management | 53.9M | 0.1% | −7% |
◇ AC INTELLIGENCE
Top institutional owners for UBS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER60.6% · 0 holders
OTHER14.8% · 550 holders
QUALITY / COMPOUNDER10.6% · 30 holders
DEALER / BANK9.7% · 54 holders
DEEP VALUE1.8% · 3 holders
PASSIVE / INDEX0.9% · 9 holders
SYSTEMATIC / QUANT0.7% · 15 holders
INCOME / DEFENSIVE0.7% · 17 holders
TACTICAL / MACRO0.1% · 4 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for UBS in the last 180 days.