UBS Group AG(UBS)— Stock Profile, AI Score & Financials

Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

UBS Group AG (UBS) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. UBS is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Top institutional holders of UBS by reported 13-F value include UBS Group AG, VANGUARD CAPITAL MANAGEMENT, NORGES BANK, based on the most recent SEC filings. UBS trades on the NYSE exchange and files with the SEC under CIK 1610520. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UBS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UBS Group AG directly from SEC EDGAR.

Net Income

$2.1B

UBS key financials by period

UBS Group AG reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202120-F$35.4B——
FY 202020-F$33.1B——
FY 201920-F$29.0B——
FY 201820-F$30.3B——
FY 201720-F$29.8B——
FY 201620-F$28.8B——

Institutions holding UBS

Institutional investors reporting a position in UBS Group AG on SEC Form 13F.
InstitutionSharesValueReported
UBS Group AG107,137,265$5.3B2026-06-30
VANGUARD CAPITAL MANAGEMENT98,080,411$4.9B2026-06-30
NORGES BANK95,849,980$4.8B2026-06-30
Fisher Asset Management64,920,294$3.2B2026-06-30
MASSACHUSETTS FINANCIAL SERVICES62,927,553$3.2B2026-06-30
WELLINGTON MANAGEMENT GROUP LLP59,553,311$3.0B2026-06-30
FMR55,541,141$2.8B2026-06-30
Zurcher Kantonalbank (Zurich Cantonalbank)55,233,032$2.7B2026-06-30
Cevian Capital II GP LTD48,117,675$2.4B2026-06-30
Pictet Asset Management Holding SA36,743,822$1.8B2026-06-30
SEC EDGAR: CIK 1610520 →
UBS

UBS Group AG

UBS
NYSELarge CapFinancials

13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

Price Chart

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Key Metrics

Net Income

Q2 2022
EDGAR

$2.12B

Top Institutional Holders

as of Q2 2026
$64.91B total
UBS Group AG
$5.31BNew
VANGUARD CAPITAL MANAGEMENT LLC
$4.86B+0.8%
NORGES BANK
$4.75BNew
Fisher Asset Management, LLC
$3.22B-1.7%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$3.20B-4.0%
WELLINGTON MANAGEMENT GROUP LLP
$2.96B+19.3%
FMR LLC
$2.75B+3.1%
Zurcher Kantonalbank (Zurich Cantonalbank)
$2.74B-2.5%
Cevian Capital II GP LTD
$2.38B0.0%
Pictet Asset Management Holding SA
$1.82B+3.2%
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