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.

Top Institutional Holders

as of Q2 2026
$62.79B total
UBS Group AG
$5.31B+0.2%
VANGUARD CAPITAL MANAGEMENT LLC
$4.86B+0.8%
NORGES BANK
$4.75B--
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%
DODGE & COX
$1.67B0.0%
JPMORGAN CHASE & CO
$1.47B+8.1%
VANGUARD FIDUCIARY TRUST CO
$1.37B+0.7%
Amundi
$1.26B+9.3%
DEUTSCHE BANK AG\
$1.20B-24.4%
Legal & General Group Plc
$1.10B-5.5%
GOLDMAN SACHS GROUP INC
$981.57M+29.1%
PZENA INVESTMENT MANAGEMENT LLC
$905.52M-14.8%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$844.22M-9.6%
Assenagon Asset Management S.A.
$821.23M+6277.5%
VANGUARD ASSET MANAGEMENT, Ltd
$734.92M+5.1%
Vontobel Holding Ltd.
$728.43M-2.8%
Capital World Investors
$720.56M-38.1%
Nuveen, LLC
$520.26M-6.6%
BANK OF AMERICA CORP /DE/
$511.72M+6.9%
See all 769 institutional holders →
Reading the latest SEC filing…

Key Metrics

Net Income

FY 2025
EDGAR

EPS (Diluted)

FY 2025
EDGAR

ROIC

FY 2025
EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/UBS

Earnings Per Share

13fpro.ai/company/UBS

Loading ratio trend…

UBS key financials by period

Reported revenue, net income and operating margin by fiscal year, from UBS Group AG's annual filings on SEC EDGAR.

UBS Group AG reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodRevenueNet incomeOp. margin
FY 2021$35.4B$7.5B26.8%
FY 2020$33.1B$6.6B24.6%
FY 2019$29.0B$4.3B19.3%
FY 2018$30.3B$4.5B19.8%
FY 2017$29.8B$1.0B18.0%
FY 2016$28.8B$3.4B14.6%
Source: UBS filings on SEC EDGAR →

Congress trading in UBS

5 transactions in UBS reported by 3 members of Congress under the STOCK Act, most recent trade Apr 21, 2025. Reported transactions, not recommendations.

All Congress stock trades →

About UBS Group AG (UBS): stock profile, AI score and financials

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.

Financials through the period ended SEC EDGAR: CIK 1610520 →