14 members of Congress have disclosed 48 trades in UBS Group AG (UBS) since 2014: 18 purchases worth about $291.01K and 29 sales worth about $3.07M. The most active was Bruce Westerman, with 2 trades. The latest trade was made on Apr 21, 2025.
UBS’s price and SPY’s, both as the change since the start of the range. A green triangle marks a day members bought UBS, a red one a day they sold; hover for who and how much.
| # | Member | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Net | Buys vs SPY | First Traded | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bruce WestermanR-AR | 2 | 1 | 1 | $8.00K | $8.00K | $0.00 | +12.2% | Mar 3, 2025 | Apr 21, 2025 |
| 2 | Mikie SherrillD-NJ | 10 | 0 | 10 | $0.00 | $2.55M | -$2.55M | – | Mar 7, 2019 | Mar 7, 2025 |
| 3 | Ro KhannaD-CA | 2 | 1 | 1 | $32.50K | $8.00K | +$24.50K | +40.4% | Feb 10, 2023 | Sep 8, 2023 |
| 4 | Daniel S. GoldmanD-NY | 1 | 0 | 1 | $0.00 | $175.00K | -$175.00K | – | Jul 10, 2023 | Jul 10, 2023 |
| 5 | Katherine M. ClarkD-MA | 7 | 4 | 3 | $32.00K | $24.00K | +$8.00K | +149.7% | Oct 22, 2020 | Sep 16, 2021 |
| 6 | John H. RutherfordR-FL | 2 | 1 | 1 | $8.00K | $8.00K | $0.00 | -33.6% | Jul 11, 2017 | Feb 23, 2021 |
| 7 | Mike GarciaR-CA | 1 | 0 | 1 | $0.00 | $32.50K | -$32.50K | – | Nov 9, 2020 | Nov 9, 2020 |
| 8 | David P. RoeR-TN | 13 | 7 | 6 | $129.50K | $146.00K | -$16.50K | +46.2% | May 23, 2017 | Mar 9, 2020 |
| 9 | Greg GianforteR-MT | 3 | 1 | 2 | $32.50K | $40.50K | -$8.00K | +286.0% | Nov 19, 2018 | Mar 18, 2020 |
| 10 | Brian J. MastR-FL | 2 | 1 | 1 | $32.50K | $32.50K | $0.00 | +77.9% | Jan 15, 2019 | Jan 25, 2019 |
| 11 | Linda T. SánchezD-CA | 2 | 2 | 0 | $16.00K | $0.00 | +$16.00K | -40.6% | Jan 19, 2016 | Jul 5, 2016 |
| 12 | Thomas MacArthurR-NJ | 1 | 0 | 1 | $0.00 | $32.50K | -$32.50K | – | Jan 27, 2015 | Jan 27, 2015 |
| 13 | Gary C. PetersD-MI | 1 | 0 | 0 | $0.00 | $0.00 | $0.00 | – | Nov 26, 2014 | Nov 26, 2014 |
| 14 | Lois FrankelD-FL | 1 | 0 | 1 | $0.00 | $8.00K | -$8.00K | – | Jun 12, 2014 | Jun 12, 2014 |
| Owner | Type | Filing | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Bruce WestermanR-AR | UBSUBS Group AG Registered Ordinary Shares | Self | Sell | $1K–$15K | Apr 21, 2025 | May 12, 2025 | 21d | +75.6% | +29.3% | |
| Bruce WestermanR-AR | UBSUBS Group AG Registered Ordinary Shares | Self | Buy | $1K–$15K | Mar 3, 2025 | Apr 16, 2025 | 44d | +41.0% | +12.2% | |
| Mikie SherrillD-NJ | UBSUBS Group AG Registered Ordinary Shares | Joint | Sell (Partial) | $250K–$500K | Mar 7, 2025 | Mar 10, 2025 | 3d | +42.0% | +11.4% | |
| Mikie SherrillD-NJ | UBSUBS Group AG Registered Ordinary Shares | Joint | Sell (Partial) | $50K–$100K | May 14, 2024 | May 15, 2024 | 1d | +60.8% | +17.0% | |
| Mikie SherrillD-NJ | UBSUBS Group AG Registered Ordinary Shares | Joint | Sell (Partial) | $250K–$500K | May 13, 2024 | May 13, 2024 | 0d | +63.4% | +19.0% | |
| Ro KhannaD-CA | UBSUBS GROUP AG CMN | Spouse | Sell (Partial) | $1K–$15K | Sep 8, 2023 | Oct 6, 2023 | 28d | +90.2% | +21.3% | |
| Daniel S. GoldmanD-NY | UBSUBS Group AG Registered Ordinary Shares | Self | Sell | $100K–$250K | Jul 10, 2023 | Aug 13, 2023 | 34d | +142.0% | +70.9% | |
| Mikie SherrillD-NJ | UBSUBS Group AG Registered Ordinary Shares | Spouse | Sell | $250K–$500K | Mar 3, 2023 | Mar 3, 2023 | 0d | +119.2% | +33.1% | |
| Ro KhannaD-CA | UBSUBS GROUP AG CMN | Spouse | Buy | $15K–$50K | Feb 10, 2023 | Mar 3, 2023 | 21d | +124.7% | +40.4% | |
| Mikie SherrillD-NJ | UBSUBS Group AG Registered Ordinary Shares | Joint | Sell | $100K–$250K | May 23, 2022 | May 23, 2022 | 0d | +163.1% | +73.6% | |
| Mikie SherrillD-NJ | UBSUBS Group Ag Registered Ordinary Shares | Joint | Sell (Partial) | $100K–$250K | Mar 9, 2022 | Apr 6, 2022 | 28d | +186.9% | +110.9% | |
| Mikie SherrillD-NJ | UBSUBS Group Ag Registered Ordinary Shares | Spouse | Sell (Partial) | $100K–$250K | Apr 29, 2020 | Dec 3, 2021 | 583d late | +341.2% | +184.7% | |
| Mikie SherrillD-NJ | UBSUBS Group Ag Registered Ordinary Shares | Spouse | Sell | $50K–$100K | Jun 1, 2020 | Dec 3, 2021 | 550d late | +346.5% | +200.3% | |
| Katherine M. ClarkD-MA | UBSUBS Group Ag Registered Ordinary Shares | Spouse | Sell | $1K–$15K | Sep 16, 2021 | Oct 14, 2021 | 28d | +189.7% | +121.5% | |
| Katherine M. ClarkD-MA | UBSUBS Group Ag Registered Ordinary Shares | Spouse | Buy | $1K–$15K | Jul 27, 2021 | Aug 15, 2021 | 19d | +199.1% | +127.8% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
14 members of Congress have disclosed 48 trades in UBS Group AG (UBS) since 2014: 18 purchases worth about $291.01K and 29 sales worth about $3.07M. The most active was Bruce Westerman, with 2 trades. The latest trade was made on Apr 21, 2025. Most active: Bruce Westerman (2), Mikie Sherrill (10), Ro Khanna (2), Daniel S. Goldman (1), Katherine M. Clark (7).
Since 2014 they have disclosed 18 purchases and 29 sales; by the midpoints of the disclosed ranges, about $291.01K bought and $3.07M sold, a net sale of $2.77M.
Members of Congress report each trade over $1,000 within 45 days under the STOCK Act, with the amount as a range. The chart marks the days members traded UBS on its price, against the S&P 500 over the same days.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.