UBSUBS Group AG
Financial Services · Banks - DiversifiedNYSEStockMkt cap $169.8B
Disclosed trades
27
0 in 30d · 0 in 90d
Politicians
11
Last trade Mar 30, 2026
Buys
8
$137.5K at range midpoints
Sells
19
$2.5M at range midpoints
Closing price · 365 days
Nov 6, 2025 – Nov 5, 2026
Monthly buys vs sells · 24 months
Counts of disclosed transactions
- Buys
- Sells (incl. partial)
Politicians who traded it
4 hold it now Estimated
| Politician | Seat | Trades | Buys | Sells | Bought (mid) | Sold (mid) | Last trade | Est. position Estimated |
|---|---|---|---|---|---|---|---|---|
| DMikie Sherrill | House · NJ-11 | 9 | 0 | 9 | $0 | $2.2M | Mar 7, 2025 | — |
| DKatherine M. Clark | House · MA-05 | 7 | 4 | 3 | $32K | $24K | Sep 16, 2021 | $27.5K |
| RBruce Westerman | House · AR-04 | 2 | 1 | 1 | $8K | $8K | Apr 21, 2025 | — |
| DRo Khanna | House · CA-17 | 2 | 1 | 1 | $32.5K | $8K | Sep 8, 2023 | $58.1K |
| RAlan Armstrong | Senate · OK | 1 | 1 | 0 | $32.5K | $0 | Mar 30, 2026 | $43.2K |
| DDaniel S. Goldman | House · NY-10 | 1 | 0 | 1 | $0 | $175K | Jul 10, 2023 | — |
| RGreg Gianforte | House · MT-00 | 1 | 1 | 0 | $32.5K | $0 | Mar 18, 2020 | $195.9K |
| RJohn H. Rutherford | House · FL-05 | 1 | 0 | 1 | $0 | $8K | Feb 23, 2021 | — |
| DLinda T. Sánchez | House · CA-38 | 1 | 0 | 1 | $0 | $8K | Feb 22, 2019 | — |
| RMike Garcia | House · CA-27 | 1 | 0 | 1 | $0 | $32.5K | Nov 9, 2020 | — |
| RSheri Biggs | House · SC-03 | 1 | 0 | 1 | $0 | $32.5K | Dec 12, 2025 | — |
Option trades on UBS
| Member | Trade | Type | Strike | Expiry | Contracts | Amount (disclosed) | Traded | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| DRo Khanna | Buy | call | — | Jul 10, 2026 | — | $1,001 - $15,000 | Jul 10, 2026 | expired | FilingOCR |
| DRo Khanna | Buy | call | $42 | May 8, 2026 | — | $1,001 - $15,000 | May 8, 2026 | expired | FilingOCR |
| DRo Khanna | Buy | call | $42 | Jan 9, 2026 | — | $1,001 - $15,000 | Jan 9, 2026 | expired | FilingOCR |
| DRo Khanna | Buy | call | $26 | Jan 12, 2024 | — | $1,001 - $15,000 | Jan 12, 2024 | expired | FilingOCR |
| DRo Khanna | Buy | call | $23 | Sep 8, 2023 | — | $1,001 - $15,000 | Sep 8, 2023 | expired | FilingOCR |
| DRo Khanna | Buy | call | $22 | Aug 11, 2023 | — | $1,001 - $15,000 | Aug 11, 2023 | expired | FilingOCR |
Recent trades
| Politician | Ticker | Asset | Type | Owner | Amount | vs S&P Estimated | Traded | Filed | Source |
|---|---|---|---|---|---|---|---|---|---|
| RAlan Armstrong | UBS | UBS Group AG Registered Ordinary Shares | Buy | Self | $15,001 - $50,000 | -4.8% | Mar 30, 2026 | Jul 21, 2026113d | Filing |
| RSheri Biggs | UBS | UBS AG | Sell | Joint | $15,001 - $50,000 | +3.0% | Dec 12, 2025 | Jan 14, 202633d | Filing |
| RBruce Westerman | UBS | UBS Group AG Registered Ordinary Shares (UBS) | Sell | Self | $1,001 - $15,000 | -25.9% | Apr 21, 2025 | May 12, 202521d | Filing |
| RBruce Westerman | UBS | UBS Group AG Registered Ordinary Shares (UBS) | Buy | Self | $1,001 - $15,000 | +35.9% | Mar 3, 2025 | Apr 16, 202544d | Filing |
| DMikie Sherrill | UBS | UBS Group AG Registered Ordinary Shares (UBS) | Partial | Joint | $250,001 - $500,000 | -22.2% | Mar 7, 2025 | Mar 10, 20253d | Filing |
| DMikie Sherrill | UBS | UBS Group AG Registered Ordinary Shares (UBS) | Partial | Joint | $50,001 - $100,000 | -20.7% | May 14, 2024 | May 15, 20241d | Filing |
| DMikie Sherrill | UBS | UBS Group AG Registered Ordinary Shares (UBS) | Partial | Joint | $250,001 - $500,000 | -23.6% | May 13, 2024 | May 13, 20240d | Filing |
| DRo Khanna | UBS | UBS GROUP AG CMN | Partial | Spouse | $1,001 - $15,000 | -27.7% | Sep 8, 2023 | Oct 6, 202328d | FilingOCR |
| DDaniel S. Goldman | UBS | UBS Group AG Registered Ordinary Shares (UBS) | Sell | Self | $100,001 - $250,000 | -43.2% | Jul 10, 2023 | Aug 13, 202334d | Filing |
| DMikie Sherrill | UBS | UBS Group AG Registered Ordinary Shares (UBS) | Sell | Spouse | $250,001 - $500,000 | -39.1% | Mar 3, 2023 | Mar 3, 20230d | Filing |
| DRo Khanna | UBS | UBS GRoUP AG CMN | Buy | Spouse | $15,001 - $50,000 | +39.1% | Feb 10, 2023 | Mar 3, 202321d | FilingOCR |
| DMikie Sherrill | UBS | UBS Group AG Registered Ordinary Shares (UBS) | Sell | Joint | $100,001 - $250,000 | -80.0% | May 23, 2022 | May 23, 20220d | Filing |
| DMikie Sherrill | UBS | uBS group Ag Registered Ordinary Shares (uBS) | Partial | Joint | $100,001 - $250,000 | -98.2% | Mar 9, 2022 | Apr 6, 202228d | Filing |
| DMikie Sherrill | UBS | UBS group Ag Registered Ordinary Shares (UBS) | Sell | Spouse | $50,001 - $100,000 | -116.9% | Jun 1, 2020 | Dec 3, 2021550d | Filing |
| DMikie Sherrill | UBS | UBS group Ag Registered Ordinary Shares (UBS) | Partial | Spouse | $100,001 - $250,000 | -116.9% | Apr 29, 2020 | Dec 3, 2021583d | Filing |
| DKatherine M. Clark | UBS | ubS group Ag Registered Ordinary Shares (ubS) | Sell | Spouse | $1,001 - $15,000 | -118.7% | Sep 16, 2021 | Oct 14, 202128d | Filing |
| DKatherine M. Clark | UBS | ubS group Ag Registered Ordinary Shares (ubS) | Buy | Spouse | $1,001 - $15,000 | +121.7% | Jul 27, 2021 | Aug 15, 202119d | Filing |
| DKatherine M. Clark | UBS | ubS group Ag Registered Ordinary Shares (ubS) | Buy | Spouse | $1,001 - $15,000 | +121.7% | Jul 27, 2021 | Aug 15, 202119d | Filing |
| DMikie Sherrill | UBS | uBS group Ag Registered Ordinary Shares (uBS) | Sell | Spouse | $250,001 - $500,000 | -124.7% | Mar 9, 2021 | Apr 1, 202123d | Filing |
| RJohn H. Rutherford | UBS | uBS group Ag Registered Ordinary Shares (uBS) | Sell | Self | $1,001 - $15,000 | -119.0% | Feb 23, 2021 | Mar 8, 202113d | Filing |
| DKatherine M. Clark | UBS | ubS group Ag Registered Ordinary Shares (ubS) | Sell | Spouse | $1,001 - $15,000 | -149.4% | Nov 5, 2020 | Dec 28, 202053d | Filing |
| DKatherine M. Clark | UBS | ubS group Ag Registered Ordinary Shares (ubS) | Sell | Spouse | $1,001 - $15,000 | -149.4% | Nov 5, 2020 | Dec 28, 202053d | Filing |
| DKatherine M. Clark | UBS | ubS group Ag Registered Ordinary Shares (ubS) | Buy | Spouse | $1,001 - $15,000 | +136.4% | Oct 22, 2020 | Dec 3, 202042d | Filing |
| DKatherine M. Clark | UBS | ubS group Ag Registered Ordinary Shares (ubS) | Buy | Spouse | $1,001 - $15,000 | +136.4% | Oct 22, 2020 | Dec 3, 202042d | Filing |
| RMike Garcia | UBS | uBS Group AG Registered Ordinary Shares (uBS) | SellReview | Self | $15,001 - $50,000 | -129.9% | Nov 9, 2020 | Nov 23, 202014d | Filing |
| DLinda T. Sánchez | UBS | Charles Schwab - UBS group Ag | Sell | Spouse | $1,001 - $15,000 | — | Feb 22, 2019 | Sep 13, 2020569d | Filing |
| RGreg Gianforte | UBS | ubS Group aG Registered Ordinary Shares (ubS) | Buy | Joint | $15,001 - $50,000 | +232.1% | Mar 18, 2020 | Apr 7, 202020d | Filing |
Unusual activity Estimated
- 48Hindsight movePublic Jul 21, 2026 · traded Mar 30, 2026
UBS rose 23% in the 30 trading days after Sen. Alan Armstrong's buy (hindsight)
Details
- Politician
- Alan Armstrong
- Ticker
- UBS
- Asset
- UBS Group AG Registered Ordinary Shares
- Tx type
- buy
- Traded
- Mar 30, 2026
- Filed
- Jul 21, 2026
- Amount low
- $15,001
- Amount high
- $50,000
- Range midpoint (estimate)
- $32,501
- Disclosed range
- $15,001 - $50,000
- Reporting lag days
- 113
- Owner type
- self
- Is whale
- No
- Entry date
- Mar 30, 2026
- Entry close
- 36.67
- Exit date
- May 12, 2026
- Exit close
- 45.15
- Forward return
- +23.1%
- Sign adjusted return
- +23.1%
- N trading days
- 30
- Hindsight
- Yes
- Measured from
- trade date
- Public from
- Jul 21, 2026
- Method version
- 2026-11-03
- 54Hindsight movePublic Apr 21, 2025 · traded Mar 7, 2025
UBS fell 19% in the 30 trading days after Rep. Mikie Sherrill (joint account)'s partial sale (hindsight)
Details
- Politician
- Mikie Sherrill
- Ticker
- UBS
- Asset
- UBS Group AG Registered Ordinary Shares (UBS)
- Tx type
- partial_sale
- Traded
- Mar 7, 2025
- Filed
- Mar 10, 2025
- Amount low
- $250K
- Amount high
- $500K
- Range midpoint (estimate)
- $375K
- Disclosed range
- $250,001 - $500,000
- Reporting lag days
- 3
- Owner type
- joint
- Is whale
- Yes
- Entry date
- Mar 7, 2025
- Entry close
- 34.15
- Exit date
- Apr 21, 2025
- Exit close
- 27.61
- Forward return
- -19.2%
- Sign adjusted return
- +19.2%
- N trading days
- 30
- Hindsight
- Yes
- Measured from
- trade date
- Public from
- Apr 21, 2025
- Method version
- 2026-11-03
- 44Whale tradePublic Mar 10, 2025 · traded Mar 7, 2025
Mikie Sherrill (joint account) partially sold $250K–$500K of UBS
Details
- Politician
- Mikie Sherrill
- Ticker
- UBS
- Asset
- UBS Group AG Registered Ordinary Shares (UBS)
- Tx type
- partial_sale
- Traded
- Mar 7, 2025
- Filed
- Mar 10, 2025
- Amount low
- $250K
- Amount high
- $500K
- Range midpoint (estimate)
- $375K
- Disclosed range
- $250,001 - $500,000
- Reporting lag days
- 3
- Owner type
- joint
- Is whale
- Yes
- Public from
- Mar 10, 2025
- Method version
- 2026-11-03