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UBS Group AG (UBS) is a national commercial banks company. 3 insider Form 4 filings in the last 90 days. Fundamentals from SEC filings; prices are end-of-day.
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
No recent 10-K / 10-Q / 8-K filings found.
Not reported in XBRL for this filer.
Not reported in XBRL for this filer.
Not reported in XBRL for this filer.
A plain-English read on UBS plus an auto-SWOT — built from UBS's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate UBS using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
Projected from UBS's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment UBS files its announcement.
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| Pzena Investment Management (Richard Pzena) | $815.7M | 2.6% of portfolio |
| Company | Stake value | % of company owned |
|---|---|---|
| ISHARES TR | $49.45B | — |
| VANGUARD INDEX FDS | $17.10B | — |
| NVIDIA CORPORATION | $14.51B | — |
| APPLE INCAAPL | $12.69B | 0.34% |
| ALPHABET INCGOOGL | $12.26B | — |
| MICROSOFT CORPMSFT | $12.23B | 0.44% |
| VANGUARD SCOTTSDALE FDS | $10.02B | — |
| STATE STR SPDR S&P 500 ETF T | $8.00B | — |
| BROADCOM INCAVGO | $7.63B | 0.52% |
| SELECT SECTOR SPDR TR | $7.43B | — |
| AMAZON COM INCAMZN | $7.17B | 0.32% |
| JPMORGAN CHASE & CO | $5.62B | — |
| META PLATFORMS INCMETA | $5.29B | — |
| ISHARES INC | $5.12B | — |
| SPDR SERIES TRUST | $4.74B | — |
Long US equity positions from UBS's own 13F-HR (SEC), reported quarterly and lagged up to 45 days. “% of company owned” = reported shares ÷ that company's latest shares outstanding.