UBS Group Shares Owned by Institutions

UBS
 Stock
  

USD 18.55  0.09  0.49%   

UBS Group Ag fundamentals help investors to digest information that contributes to UBS Group's financial success or failures. It also enables traders to predict the movement of UBS Group Stock. The fundamental analysis module provides a way to measure UBS Group's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to UBS Group stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

UBS Group Shares Owned by Institutions Analysis

UBS Group's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current UBS Group Shares Owned by Institutions

    
  57.14 %  
Most of UBS Group's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, UBS Group Ag is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Compare to competition

Based on the latest financial disclosure, 57% of UBS Group Ag are shares owned by institutions. This is 92.13% higher than that of the Financial Services sector and significantly higher than that of the Banks—Diversified industry. The shares owned by institutions for all United States stocks is 45.73% lower than that of the firm.

UBS Group Shares Owned by Institutions Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses UBS Group's direct or indirect competition against its Shares Owned by Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of UBS Group could also be used in its relative valuation, which is a method of valuing UBS Group by comparing valuation metrics of similar companies.
UBS Group is currently under evaluation in shares owned by institutions category among related companies.

UBS Group ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, UBS Group's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to UBS Group's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

UBS Group Institutional Holders

Institutional Holdings refers to the ownership stake in UBS Group that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of UBS Group's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing UBS Group's value.
Security TypeSharesValue
Zweig Advisers LlcCommon Shares623 K10 M
Zweig Advisers LlcCommon Shares623 K12.1 M
Zurich Insurance Group LtdCommon Shares2.2 M35.2 M
Zurich Insurance Group LtdCommon Shares1.5 M30.2 M
Zurich Insurance Group LtdCommon Shares1.2 M21.4 M
Zurich Insurance Group LtdCommon Shares2.3 M36.5 M
Zurich Insurance Group LtdCommon Shares1.3 M19.4 M

UBS Group Fundamentals

About UBS Group Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze UBS Group Ag's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of UBS Group using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of UBS Group Ag based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. UBS Group AG was founded in 1862 and is based in Zurich, Switzerland. UBS Group operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 71385 people.

UBS Group Investors Sentiment

The influence of UBS Group's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in UBS Group. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Investor biases related to UBS Group's public news can be used to forecast risks associated with investment in UBS Group. The trend in average sentiment can be used to explain how an investor holding UBS Group can time the market purely based on public headlines and social activities around UBS Group Ag. Please note that most equiteis that are difficult to arbitrage are affected by market sentiment the most.
UBS Group's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for UBS Group's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average UBS Group's news discussions. The higher the estimated score, the more favorable is the investor's outlook on UBS Group.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards UBS Group in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, UBS Group's short interest history, or implied volatility extrapolated from UBS Group options trading.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Also, please take a look at UBS Group Piotroski F Score and UBS Group Altman Z Score analysis. Note that the UBS Group Ag information on this page should be used as a complementary analysis to other UBS Group's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for UBS Group Stock analysis

When running UBS Group Ag price analysis, check to measure UBS Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UBS Group is operating at the current time. Most of UBS Group's value examination focuses on studying past and present price action to predict the probability of UBS Group's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move UBS Group's price. Additionally, you may evaluate how the addition of UBS Group to your portfolios can decrease your overall portfolio volatility.
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Is UBS Group's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of UBS Group. If investors know UBS Group will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about UBS Group listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
(0.18) 
Market Capitalization
65.2 B
Quarterly Revenue Growth YOY
(0.10) 
Return On Assets
0.0067
Return On Equity
12.63
The market value of UBS Group Ag is measured differently than its book value, which is the value of UBS Group that is recorded on the company's balance sheet. Investors also form their own opinion of UBS Group's value that differs from its market value or its book value, called intrinsic value, which is UBS Group's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UBS Group's market value can be influenced by many factors that don't directly affect UBS Group's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UBS Group's value and its price as these two are different measures arrived at by different means. Investors typically determine UBS Group value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UBS Group's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.