rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

UBS Group AG Registered

UBS · NYSE

FinancialsMoney-centre banksSetting up

UBS stood above a rising 150-day average in 42 of the last 52 weekly readings, and has been out of that trend for the last 2 weeks. It is 2.0% below that average now. Banks — Money Center & Super-Regional: 52% of its 44 stocks in an uptrend (−11 points in four weeks); Financials: 49% (−7 points in four weeks).

Statistics

Rotation
Setting up
Weeks in an uptrend
out for 2
Industry in uptrend
52% -11 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$0
Officials’ trades on record
34
Institutions holding
731 (+74)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 42 of 52 weeks.

21 Apr – 20 Oct
47%66%85%Apr 26Jun 26Jul 26Sep 26Oct 26

Money-centre banks: About half its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$1$0$1Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

34 disclosed lines: House 32, Senate 1, executive 1; 13 people.

WhoDidAmountTraded
Alan Armstrong Senate: U.S. Senate eFDSenatorbought$15k–$50k30 Mar 2026filed 21 Jul 2026
Bruce Westerman House: U.S. House ClerkAR04sold$1k–$15k21 Apr 2025filed 12 May 2025
Mikie Sherrill House: U.S. House ClerkNJ11soldjoint$250k–$500k7 Mar 2025filed 10 Mar 2025
Bruce Westerman House: U.S. House ClerkAR04bought$1k–$15k3 Mar 2025filed 16 Apr 2025
Mikie Sherrill House: U.S. House ClerkNJ11soldjoint$50k–$100k14 May 2024filed 15 May 2024
Mikie Sherrill House: U.S. House ClerkNJ11soldjoint$250k–$500k13 May 2024filed 13 May 2024
Nuria Fernandez Executive branch: Office of Government EthicsDepartment of Transportationbought$1k–$15k28 Dec 2023filed 9 Feb 2024
Daniel S. Goldman House: U.S. House ClerkNY10sold$100k–$250k10 Jul 2023filed 13 Aug 2023
Mikie Sherrill House: U.S. House ClerkNJ11soldspouse$250k–$500k3 Mar 2023filed 3 Mar 2023
Mikie Sherrill House: U.S. House ClerkNJ11soldjoint$100k–$250k23 May 2022filed 23 May 2022
Mikie Sherrill House: U.S. House ClerkNJ11soldjoint$100k–$250k9 Mar 2022filed 6 Apr 2022
Katherine M. Clark House: U.S. House ClerkMA05soldspouse$1k–$15k16 Sep 2021filed 14 Oct 2021

Insiders

Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders731+74 on the quarter
New · exited145 · 71
Reported value$61.5B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
UBS Group AGadded · filed 13 Aug 2026107,137,265$5.3B+247,083+0.2%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 202698,080,411$4.9B+816,468+0.8%
NORGES BANKnew · filed 12 Aug 202695,849,980$4.8B+95,849,980
Fisher Asset Management, LLCreduced · filed 4 Aug 202664,920,294$3.2B-1,153,944−1.7%
MASSACHUSETTS FINANCIAL SERVICES COreduced · filed 3 Aug 202662,927,553$3.2B-2,614,508−4.0%
WELLINGTON MANAGEMENT GROUP LLPadded · filed 14 Aug 202659,553,311$3.0B+9,632,654+19.3%
FMR LLCadded · filed 13 Aug 202655,541,141$2.8B+1,657,409+3.1%
Zurcher Kantonalbank (Zurich Cantonalbank)reduced · filed 12 Aug 202655,233,032$2.7B-1,441,535−2.5%
Cevian Capital II GP LTDunchanged · filed 14 Aug 202648,117,675$2.4B00.0%
Pictet Asset Management Holding SAadded · filed 30 Jul 202636,743,822$1.8B+1,152,198+3.2%
31 Mar 2023 – 30 Jun 2026
383551718Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Alan Armstrong SenateSenator · last 30 Mar 20261 · 0
Bruce Westerman HouseAR04 · last 21 Apr 20251 · 1
Mikie Sherrill HouseNJ11 · last 7 Mar 20250 · 10
Nuria Fernandez Executive branchDepartment of Transportation · last 28 Dec 20231 · 0
Daniel S. Goldman HouseNY10 · last 10 Jul 20230 · 1
Katherine M. Clark HouseMA05 · last 16 Sep 20214 · 3
John H. Rutherford HouseFL04 · last 23 Feb 20211 · 1
Greg Gianforte HouseMT00 · last 18 Mar 20201 · 2
Brian J. Mast HouseFL18 · last 25 Jan 20191 · 1
Linda T. Sánchez HouseCA38 · last 5 Jul 20162 · 0
Thomas MacArthur HouseNJ03 · last 27 Jan 20150 · 1
Gary C. Peters HouseMI14 · last 26 Nov 20140 · 0

Same industry

VBNK VersaBankLeading+17%
CIB Grupo CibestLeading+16%
BAP CredicorpLeading+8%
ING ING GroupIn trend+3%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Share count trendFY 2025 · to 31 Dec 2025-3.5%

Analyst forecasts

No analyst forecasts yet.