Congress trades
UBS Group AG (UBS)
About UBS Group AG
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Banks - Diversified
- Chief executive
- Sergio Ermotti
- Employees
- 103,177
- Listed since
- May 16, 2000
- Market value
- $179.8B
- Price to earnings
- 18.2
- Earnings per share
- $3.00
- Dividend yield
- 1.95%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 29, 2026 | $0.87 | $0.90 | $13.3B | $13.4B | EPS missRevenue in line |
| Q1 FY2026reported Apr 29, 2026 | $0.94 | $0.85 | $13.6B | $13.2B | EPS beatRevenue beat |
| Feb 4, 2026 | $0.37 | $0.54 | $12.2B | $11.7B | EPS missRevenue beat |
| Q3 FY2025reported Oct 29, 2025 | $0.76 | $0.49 | $12.2B | $11.9B | EPS beatRevenue beat |
| Jul 30, 2025 | $0.72 | $0.70 | $11.5B | $11.6B | EPS beatRevenue in line |
| Q1 FY2025reported Apr 30, 2025 | $0.51 | $0.42 | $11.9B | $11.7B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| UBS Group AG | $5.3B | 107,137,265 | +0.2% | 3.47% |
| Vanguard Capital Management LLC | $4.9B | 98,080,411 | +0.8% | 3.18% |
| Norges Bank | $4.8B | 95,849,980 | +100.0% | 3.11% |
| Fisher Asset Management, LLC | $3.2B | 64,920,294 | -1.7% | 2.11% |
| Massachusetts Financial Services Co | $3.2B | 62,927,553 | -4.0% | 2.04% |
| Wellington Management Group LLP | $3.0B | 59,553,311 | +19.3% | 1.93% |
| FMR LLC | $2.8B | 55,541,141 | +3.1% | 1.80% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2.7B | 55,233,032 | -2.5% | 1.79% |
| Cevian Capital II Gp Ltd | $2.4B | 48,117,675 | 0.0% | 1.56% |
| Pictet Asset Management Holding Sa | $1.8B | 36,743,822 | +3.2% | 1.19% |
| Dodge & Cox | $1.7B | 33,630,342 | -0.0% | 1.09% |
| Jpmorgan Chase & Co | $1.5B | 29,666,939 | +8.1% | 0.96% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in UBS
20 disclosures of 28 on record · median 28d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelfFiled late | Stock | Purchase | $15,001 - $50,000 | +49.6%S&P +20.7% · vs S&P 500 +28.9% | Mar 30, 2026 | Jul 21, 2026 | 113d |
| Bruce Westerman | Stock | Sale | $1,001 - $15,000 | +98.6%S&P +48.4% · vs S&P 500 +50.3% | Apr 21, 2025 | May 12, 2025 | 21d |
| Bruce Westerman | Stock | Purchase | $1,001 - $15,000 | +59.5%S&P +30.5% · vs S&P 500 +29.0% | Mar 3, 2025 | Apr 16, 2025 | 44d |
| Mikie SherrillJoint | Stock | Sale | $250,001 - $500,000 | +60.6%S&P +32.4% · vs S&P 500 +28.2% | Mar 7, 2025 | Mar 10, 2025 | 3d |
| Mikie SherrillJoint | Stock | Sale | $50,001 - $100,000 | +81.8%S&P +45.7% · vs S&P 500 +36.1% | May 14, 2024 | May 15, 2024 | 1d |
| Mikie SherrillJoint | Stock | Sale | $250,001 - $500,000 | +84.8%S&P +46.4% · vs S&P 500 +38.4% | May 13, 2024 | May 13, 2024 | 0d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +115.1%S&P +71.2% · vs S&P 500 +43.9% | Sep 8, 2023 | Oct 6, 2023 | 28d |
| Daniel S. Goldman | Stock | Sale | $100,001 - $250,000 | +173.7%S&P +73.5% · vs S&P 500 +100.2% | Jul 10, 2023 | Aug 13, 2023 | 34d |
| Mikie SherrillSpouse | Stock | Sale | $250,001 - $500,000 | +147.9%S&P +88.8% · vs S&P 500 +59.2% | Mar 3, 2023 | Mar 3, 2023 | 0d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +154.8%S&P +94.1% · vs S&P 500 +60.8% | Mar 1, 2023 | Mar 3, 2023 | 2d |
| Mikie SherrillJoint | Stock | Sale | $100,001 - $250,000 | +197.6%S&P +92.1% · vs S&P 500 +105.4% | May 23, 2022 | May 23, 2022 | 0d |
| Mikie SherrillJoint | Stock | Sale | $100,001 - $250,000 | +224.5%S&P +78.4% · vs S&P 500 +146.1% | Mar 9, 2022 | Apr 6, 2022 | 28d |
| Mikie SherrillSpouseFiled late | Stock | Sale | $50,001 - $100,000 | +405.0%S&P +149.5% · vs S&P 500 +255.5% | Jun 1, 2020 | Dec 3, 2021 | 550d |
| Mikie SherrillSpouseFiled late | Stock | Sale | $100,001 - $250,000 | +399.0%S&P +160.1% · vs S&P 500 +238.9% | Apr 29, 2020 | Dec 3, 2021 | 583d |
| Katherine M. ClarkSpouse | Stock | Sale | $1,001 - $15,000 | +227.6%S&P +70.5% · vs S&P 500 +157.1% | Sep 16, 2021 | Oct 14, 2021 | 28d |
| Katherine M. ClarkSpouse | Stock | Purchase | $1,001 - $15,000 | +238.3%S&P +73.7% · vs S&P 500 +164.7% | Jul 27, 2021 | Aug 15, 2021 | 19d |
| Mikie SherrillSpouse | Stock | Sale | $250,001 - $500,000 | +251.8%S&P +97.0% · vs S&P 500 +154.8% | Mar 9, 2021 | Apr 1, 2021 | 23d |
| John H. Rutherford | Stock | Sale | $1,001 - $15,000 | +252.9%S&P +97.1% · vs S&P 500 +155.8% | Feb 23, 2021 | Mar 8, 2021 | 13d |
| Katherine M. ClarkSpouseFiled late | Stock | Sale | $1,001 - $15,000 | +322.2%S&P +117.8% · vs S&P 500 +204.4% | Nov 5, 2020 | Dec 28, 2020 | 53d |
| Katherine M. ClarkSpouse | Stock | Purchase | $1,001 - $15,000 | +340.8%S&P +121.4% · vs S&P 500 +219.4% | Oct 22, 2020 | Dec 3, 2020 | 42d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 20261 member reports a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gary C. Peters | Democrat · Senate | $50,001 - $100,000 | 1.6% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded UBS?
Alan Armstrong, Bruce Westerman, Mikie Sherrill, Ro Khanna, Daniel S. Goldman, Katherine M. Clark and others disclosed UBS transactions in the filings shown here.
Which members of Congress hold UBS?
1 member of Congress reports a position in UBS in the estimate we hold as of Sep 10, 2026. The largest estimated position belongs to Gary C. Peters. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are UBS trades disclosed?
Congressional disclosures took a median of 28 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.