Congress trades
UBS Group AG (UBS)
Free on iOS and Android.
About UBS Group AG
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Banks - Diversified
- Chief executive
- Sergio Ermotti
- Employees
- 103,177
- Listed since
- May 16, 2000
- Market value
- $142.0B
- Price to earnings (12 mo)
- 15.6
- Net income per share, as reported (12 mo)
- $3.00
- Dividend yield
- 2.24%
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 |
| Q4 FY2025reported 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 |
| Q2 FY2025reported 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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 | New | 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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.
Congress trades in UBS
20 disclosures of 28 on record · median 26d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $15,001 - $50,000 | +26.5%S&P 500 +20.3% · +6.2 pts vs S&P 500 | Mar 30, 2026 | Jul 21, 2026 | 113d |
| Bruce Westerman | Stock | Sale | $1,001 - $15,000 | +68.0%After the saleS&P 500 +47.9% · +20.1 pts vs S&P 500 | Apr 21, 2025 | May 12, 2025 | 21d |
| Bruce Westerman | Stock | Purchase | $1,001 - $15,000 | +34.9%S&P 500 +30.1% · +4.8 pts vs S&P 500 | Mar 3, 2025 | Apr 16, 2025 | 44d |
| Mikie SherrillJoint | Stock | Sale | $250,001 - $500,000 | +35.8%After the saleS&P 500 +31.9% · +3.9 pts vs S&P 500 | Mar 7, 2025 | Mar 10, 2025 | 3d |
| Mikie SherrillJoint | Stock | Sale | $50,001 - $100,000 | +53.8%After the saleS&P 500 +45.2% · +8.5 pts vs S&P 500 | May 14, 2024 | May 15, 2024 | 1d |
| Mikie SherrillJoint | Stock | Sale | $250,001 - $500,000 | +56.2%After the saleS&P 500 +45.9% · +10.3 pts vs S&P 500 | May 13, 2024 | May 13, 2024 | 0d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +81.8%After the saleS&P 500 +70.6% · +11.2 pts vs S&P 500 | Sep 8, 2023 | Oct 6, 2023 | 28d |
| Daniel S. Goldman | Stock | Sale | $100,001 - $250,000 | +131.4%After the saleS&P 500 +72.9% · +58.5 pts vs S&P 500 | Jul 10, 2023 | Aug 13, 2023 | 34d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +114.6%S&P 500 +92.6% · +22.0 pts vs S&P 500 | Mar 1, 2023 | Mar 3, 2023 | 2d |
| Mikie SherrillSpouse | Stock | Sale | $250,001 - $500,000 | +109.6%After the saleS&P 500 +88.2% · +21.5 pts vs S&P 500 | Mar 3, 2023 | Mar 3, 2023 | 0d |
| Mikie SherrillJoint | Stock | Sale | $100,001 - $250,000 | +151.6%After the saleS&P 500 +91.5% · +60.1 pts vs S&P 500 | May 23, 2022 | May 23, 2022 | 0d |
| Mikie SherrillJoint | Stock | Sale | $100,001 - $250,000 | +174.4%After the saleS&P 500 +77.8% · +96.6 pts vs S&P 500 | Mar 9, 2022 | Apr 6, 2022 | 28d |
| Mikie SherrillSpouse | Stock | Sale | $100,001 - $250,000 | +321.9%After the saleS&P 500 +159.3% · +162.7 pts vs S&P 500 | Apr 29, 2020 | Dec 3, 2021 | 583d |
| Mikie SherrillSpouse | Stock | Sale | $50,001 - $100,000 | +327.0%After the saleS&P 500 +148.6% · +178.4 pts vs S&P 500 | Jun 1, 2020 | Dec 3, 2021 | 550d |
| Katherine M. ClarkSpouse | Stock | Sale | $1,001 - $15,000 | +177.0%After the saleS&P 500 +69.9% · +107.1 pts vs S&P 500 | Sep 16, 2021 | Oct 14, 2021 | 28d |
| Katherine M. ClarkSpouse | Stock | Purchase | $1,001 - $15,000 | +186.1%S&P 500 +73.1% · +113.0 pts vs S&P 500 | Jul 27, 2021 | Aug 15, 2021 | 19d |
| Mikie SherrillSpouse | Stock | Sale | $250,001 - $500,000 | +197.4%After the saleS&P 500 +96.3% · +101.1 pts vs S&P 500 | Mar 9, 2021 | Apr 1, 2021 | 23d |
| John H. Rutherford | Stock | Sale | $1,001 - $15,000 | +197.1%After the saleS&P 500 +96.1% · +100.9 pts vs S&P 500 | Feb 23, 2021 | Mar 8, 2021 | 13d |
| Katherine M. ClarkSpouse | Stock | Sale | $1,001 - $15,000 | +257.0%After the saleS&P 500 +117.1% · +139.9 pts vs S&P 500 | Nov 5, 2020 | Dec 28, 2020 | 53d |
| Katherine M. ClarkSpouse | Stock | Purchase | $1,001 - $15,000 | +272.8%S&P 500 +120.7% · +152.1 pts vs S&P 500 | Oct 22, 2020 | Dec 3, 2020 | 42d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in UBS, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 24, 20261 member reports a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gary C. Peters | Democrat · Senate | $15,001 - $50,000 | 1.3% |
Estimate, as of Oct 24, 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 Oct 24, 2026. The 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 26 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 Oct 26, 2026.