UBS Group AG (UBS)

CH — Financial Services Sector
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Key Metrics & Ratings

  • symbol UBS
  • Rev/Share 14.3924
  • Book/Share 27.5488
  • PB 1.163
  • Debt/Equity 3.8555
  • CurrentRatio 0.0
  • ROIC 0.0022

 

  • MktCap 101658623993.0
  • FreeCF/Share 8.3245
  • PFCF 3.8409
  • PE 20.1897
  • Debt/Assets 0.2178
  • DivYield 0.028
  • ROE 0.0586

 

  • Rating B-
  • Score 2
  • Recommendation Sell
  • P/E Score 1
  • DCF Score 5
  • P/B Score 2
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade UBS BofA Securities Neutral Underperform -- -- March 27, 2025
Downgrade UBS Morgan Stanley Overweight Equal Weight -- -- Feb. 20, 2025
Upgrade UBS Deutsche Bank Hold Buy -- -- Feb. 10, 2025
Upgrade UBS Kepler Hold Buy -- -- Jan. 10, 2025
Resumed UBS BofA Securities -- Neutral -- -- Sept. 19, 2024

News

UBS Group's Arm to Divest O'Connor Business to Cantor Fitzgerald
UBS
Published: May 30, 2025 by: Zacks Investment Research
Sentiment: Negative

UBS' arm is set to sell its $11B O'Connor unit to Cantor Fitzgerald, sharpening its focus post-Credit Suisse merger amid Swiss capital pressures.

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image for news UBS Group's Arm to Divest O'Connor Business to Cantor Fitzgerald
Why Is UBS (UBS) Up 5% Since Last Earnings Report?
UBS
Published: May 30, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS (UBS) reported earnings 30 days ago. What's next for the stock?

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image for news Why Is UBS (UBS) Up 5% Since Last Earnings Report?
Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List
UBS
Published: May 28, 2025 by: Business Wire
Sentiment: Neutral

SAN DIEGO, NEWPORT BEACH, Calif. & HONOLULU--(BUSINESS WIRE)--Financial advisors based in Southern California and Hawaii markets were named to the Forbes Best-In-State Wealth Advisors for 2025.

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image for news Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List
UBS Group AG Outlook Upgrades to Positive by Fitch, Affirms IDR at 'A'
UBS
Published: May 23, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS outlook upgrade by Fitch to Positive cites smooth Credit Suisse integration, rising profitability, and strong capital and liquidity metrics.

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image for news UBS Group AG Outlook Upgrades to Positive by Fitch, Affirms IDR at 'A'
Top Swiss court rules against claim by two former Credit Suisse shareholders
UBS
Published: May 23, 2025 by: Reuters
Sentiment: Negative

Switzerland's supreme court on Friday ruled against a compensation claim by two former shareholders of Credit Suisse who bought stock in the bank shortly before it failed in March 2023, saddling them with hefty losses.

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image for news Top Swiss court rules against claim by two former Credit Suisse shareholders
UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
UBS
Published: May 22, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: “AMUB”), traded on the NYSE Arca. NYSE Ticker ETN Name and Prospectus Supplement* Coupon Valuation Date Ex- Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized)** AMUB ETRACS Alerian MLP Index ETN Series B 5/15/25 5/29/25 5/29/25 6/6/25 $0.3085 Quarterly 6.31% * The table above provides a hyperlink to the relevant prospectus.

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image for news UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
'As of today, we are a Swiss organization', says UBS' Iqbal Khan
UBS
Published: May 21, 2025 by: CNBC International TV
Sentiment: Neutral

Iqbal Khan, Co-President of UBS Global Wealth Management says the bank will work "proactively and reactively" through the capital proposal that the Swiss regulator will put forward in June.

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image for news 'As of today, we are a Swiss organization', says UBS' Iqbal Khan
UBS Group AG Rides on Strategic Expansions Amid Rising Expenses
UBS
Published: May 20, 2025 by: Zacks Investment Research
Sentiment: Negative

UBS' strategic partnerships and acquisitions support its financials. Yet, rising costs remain a concern.

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image for news UBS Group AG Rides on Strategic Expansions Amid Rising Expenses
UBS Group to Pay $511M to Settle Credit Suisse Tax Evasion Case
UBS
Published: May 08, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS agrees to pay $511 million to resolve a tax probe by the U.S. Department of Justice against Credit Suisse.

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image for news UBS Group to Pay $511M to Settle Credit Suisse Tax Evasion Case
Whistleblowers Who Defied Credit Suisse Are About to Share Up to $150 Million
UBS
Published: May 07, 2025 by: WSJ
Sentiment: Negative

The former employees set to strike it rich for telling U.S. authorities Credit Suisse wasn't living up to its promise to block tax evasion.

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image for news Whistleblowers Who Defied Credit Suisse Are About to Share Up to $150 Million
UBS Collaborates With General Atlantic, Expands Into Private Credit
UBS
Published: May 07, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS Group teams up with General Atlantic to expand investing clients' and borrowers' access to a broader set of direct lending and other credit products.

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image for news UBS Collaborates With General Atlantic, Expands Into Private Credit
UBS declares coupon payments on 8 ETRACS Exchange Traded Notes
UBS
Published: May 06, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) b HDLB ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Ser.

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image for news UBS declares coupon payments on 8 ETRACS Exchange Traded Notes
Credit Suisse penalized more than $510 million for helping wealthy US clients evade taxes
UBS
Published: May 06, 2025 by: Fox Business
Sentiment: Negative

The Department of Justice (DOJ) said Credit Suisse Services AG will hand over more than $510 million in penalties for its part in aiding U.S. taxpayers in skirting the IRS through offshore accounts.

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image for news Credit Suisse penalized more than $510 million for helping wealthy US clients evade taxes
UBS to Pay $511 Million to Settle Credit Suisse U.S. Tax Case
UBS
Published: May 06, 2025 by: WSJ
Sentiment: Negative

The Swiss bank, which acquired Credit Suisse in 2023, settled the U.S. probe into violations of an agreement with the DOJ over American clients who evaded taxes.

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image for news UBS to Pay $511 Million to Settle Credit Suisse U.S. Tax Case
UBS Group Q1 Earnings & Revenues Dip Y/Y, Credit Loss Expenses Slip
UBS
Published: April 30, 2025 by: Zacks Investment Research
Sentiment: Negative

UBS's first-quarter 2025 results reflect strong performances of the Global Wealth Management, Asset Management and Investment Bank divisions.

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image for news UBS Group Q1 Earnings & Revenues Dip Y/Y, Credit Loss Expenses Slip
UBS Group AG (UBS) Q1 2025 Earnings Call Transcript
UBS
Published: April 30, 2025 by: Seeking Alpha
Sentiment: Neutral

UBS Group AG (NYSE:UBS ) Q1 2025 Earnings Conference Call April 30, 2025 3:00 AM ET Company Participants Sarah Mackey - Head of Investor Relations Sergio Ermotti - Group Chief Executive Officer Todd Tuckner - Group Chief Financial Officer Conference Call Participants Jeremy Sigee - Exane BNP Paribas Giulia Miotto - Morgan Stanley Kian Abouhossein - JPMorgan Stefan Stalmann - Autonomous Benjamin Goy - Deutsche Bank Amit Goel - Mediobanca Andrew Coombs - Citi Chris Hallam - Goldman Sachs Piers Brown - HSBC Operator Ladies and gentlemen, good morning. Welcome to the UBS First Quarter 2025 Results.

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image for news UBS Group AG (UBS) Q1 2025 Earnings Call Transcript
UBS (UBS) Q1 Earnings and Revenues Beat Estimates
UBS
Published: April 30, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS (UBS) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.52 per share a year ago.

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image for news UBS (UBS) Q1 Earnings and Revenues Beat Estimates
'We are not magicians': UBS CEO on competitiveness as tighter capital requirements weigh heavy
UBS
Published: April 30, 2025 by: CNBC International TV
Sentiment: Negative

UBS CEO Sergio Ermotti discusses the possibility of receiving additional capital requirements from Swiss regulators, following the bank's takeover of collapsed peer Credit Suisse.

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image for news 'We are not magicians': UBS CEO on competitiveness as tighter capital requirements weigh heavy
UBS posts $1.7bn Q1 beat on robust WM performance
UBS
Published: April 30, 2025 by: CNBC International TV
Sentiment: Positive

UBS scores a Q1 beat with a better-than-expected net profit of $1.7bn on strong wealth management income. We hear from CEO Sergio Ermotti.

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image for news UBS posts $1.7bn Q1 beat on robust WM performance
UBS CEO Sergio Ermotti on Earnings, Volatility, Credit Suisse
UBS
Published: April 30, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive

UBS CEO Sergio Ermotti discusses the lender's performance in the first quarter as net income for the three months to March came in at $1.7 billion, beating estimates. Speaking to Bloomberg's Tom Mackenzie, Ermotti also talks about clients' response to ongoing volatility spurred by geopolitical factors such as trade and tariffs, as well as the lender's plans in the US.

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image for news UBS CEO Sergio Ermotti on Earnings, Volatility, Credit Suisse
UBS Sees Unpredictable Economic Path Forward
UBS
Published: April 30, 2025 by: WSJ
Sentiment: Neutral

The group's net profit was lower than in the year-earlier period, but higher than analysts had forecast, and the bank warned that the economic path forward was particularly unpredictable.

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image for news UBS Sees Unpredictable Economic Path Forward
Swiss giant UBS beats expectations with $1.69 billion profit in first quarter
UBS
Published: April 30, 2025 by: CNBC
Sentiment: Positive

UBS on Wednesday beat bottom line expectations as the lender seeks to rein in steep share declines that have cost it the crown of continental Europe's largest bank amid sweeping U.S. tariffs.

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image for news Swiss giant UBS beats expectations with $1.69 billion profit in first quarter
UBS reports 1Q25 net profit of USD 1.7bn with 6.2trn invested assets, demonstrating franchise strength and executing integration at pace (Ad hoc announcement pursuant to Article 53 of the SIX Exchange Regulation Listing Rules)
UBS
Published: April 30, 2025 by: Business Wire
Sentiment: Neutral

ZURICH--(BUSINESS WIRE)--Regulatory News: UBS (NYSE:UBS) (SWX:UBSN): “The power and scale of our diversified global franchise, coupled with our continued focus on clients, drove strong business momentum in the quarter and net new inflows in our asset-gathering businesses. As we start to execute on the next critical phase of integration, I remain pleased with the substantial progress we have made so far. With increased uncertainty in markets and the macroeconomic outlook, we continue to focus on.

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image for news UBS reports 1Q25 net profit of USD 1.7bn with 6.2trn invested assets, demonstrating franchise strength and executing integration at pace (Ad hoc announcement pursuant to Article 53 of the SIX Exchange Regulation Listing Rules)
UBS Hires Financial Advisor Shahan Avakian in Walnut Creek
UBS
Published: April 28, 2025 by: Business Wire
Sentiment: Neutral

WALNUT CREEK, Calif.--(BUSINESS WIRE)--UBS Wealth Management US today announced that Shahan Avakian has joined the firm as a Financial Advisor. His team specializes in managing investments for non-profit organizations and homeowners' associations, as well as traditional retirement planning for individuals, families, and business owners. Shahan is joined by Client Service Associate Jennifer Argento-Khashabi. They join the UBS Walnut Creek office, managed by Market Director Joshua Breeden. “On be.

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image for news UBS Hires Financial Advisor Shahan Avakian in Walnut Creek
Why UBS (UBS) is Poised to Beat Earnings Estimates Again
UBS
Published: April 28, 2025 by: Zacks Investment Research
Sentiment: Positive

UBS (UBS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Why UBS (UBS) is Poised to Beat Earnings Estimates Again
UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor
UBS
Published: April 28, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--UBS Private Wealth Management announced that Adam Epstein, a Private Wealth Advisor in the firm's 1285 Avenue of the Americas office, has been named to the Forbes America's Top Wealth Advisors list for 2025. Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management. Adam and his team offer clients the sophisticated investment consulting and private wealth services of a global firm, combined with the personalized.

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image for news UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor
UBS unveils new Workplace Wealth Solutions technology for global stock plan issuers
UBS
Published: April 28, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--UBS today announced plans to modernize and expand its Workplace Wealth Solutions business in the US, enhancing service and capabilities for corporate equity plan clients supported by insightsoftware, a leading provider of equity management solutions. UBS's Equity Plan Services Plan Admin Pro is a cloud-based, flexible equity awards administration platform that enables corporate clients of all sizes to manage their equity awards. Combining the advanced technological ca.

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image for news UBS unveils new Workplace Wealth Solutions technology for global stock plan issuers
UBS Advisor David Schachter receives Managing Director – Wealth Management title
UBS
Published: April 22, 2025 by: Business Wire
Sentiment: Neutral

LOS ANGELES--(BUSINESS WIRE)--UBS Wealth Management US today announced that David Schachter, a Financial Advisor in the firm's Los Angeles office, has received the title of Managing Director – Wealth Management. This achievement is a testament to his longstanding commitment to delivering exceptional wealth management advice and unparalleled client service. With over 32 years of experience working in financial services, David has spent the last 21 years of his career at UBS. He leads The Enduran.

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image for news UBS Advisor David Schachter receives Managing Director – Wealth Management title
65 UBS Advisors in Florida named Best-in-State by Forbes
UBS
Published: April 11, 2025 by: Business Wire
Sentiment: Neutral

JACKSONVILLE, Fla.--(BUSINESS WIRE)--UBS today announced that 65 financial advisors in the firm's Florida Wealth Management Market have been named to the Forbes Best-in-State Wealth Advisors list for 2025. Among those recognized, UBS advisor Christopher Aitken was named #1 in the Jacksonville area, and Naples-based advisors Joe Matina and Jason Stephens were recognized in the top 250 advisors nationally by Forbes. The Florida Wealth Management Market is led by Market Executive Lane Strumlauf an.

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image for news 65 UBS Advisors in Florida named Best-in-State by Forbes
UBS informs Italian unions of plans to cut one third of jobs in the country
UBS
Published: April 01, 2025 by: Reuters
Sentiment: Negative

Swiss bank UBS informed unions in Italy on Tuesday of plans to cut 180 jobs, or around a third of the total, in the country, documents reviewed by Reuters showed.

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image for news UBS informs Italian unions of plans to cut one third of jobs in the country

About UBS Group AG (UBS)

  • IPO Date 2000-05-16
  • Website https://www.ubs.com
  • Industry Banks - Diversified
  • CEO Mr. Sergio P. Ermotti
  • Employees 106789

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions to ultra high net worth and high net worth clients. This segment also provides estate and wealth planning, investing, philanthropy, corporate and banking, and family advisory services, as well as mortgage, securities-based, and structured lending solutions. The Personal & Corporate Banking division provides personal banking products and services, such as deposits, cards, and online and mobile banking, as well as lending, investments, and retirement services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, trade and export finance, and global custody solutions, as well as transaction banking solutions for payment and cash management. The Asset Management division offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. The Investment Bank division advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage their risks and liquidity; and offers clients differentiated content on major financial markets and securities. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is based in Zurich, Switzerland.