UBS Group AG (UBS)
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- symbol UBS
- Rev/Share 16.5777
- Book/Share 27.5488
- PB 1.3613
- Debt/Equity 3.8555
- CurrentRatio 0.2993
- ROIC 0.0079
- MktCap 118593314787.0
- FreeCF/Share 1.5597
- PFCF 23.9148
- PE 23.6338
- Debt/Assets 0.2178
- DivYield 0.0239
- ROE 0.0586
- Rating B
- Score 3
- Recommendation Neutral
- P/E Score 2
- DCF Score 5
- P/B Score 3
- D/E Score 1
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Upgrade | UBS | BofA Securities | Underperform | Neutral | -- | -- | July 22, 2025 |
| Downgrade | UBS | Morgan Stanley | Equal Weight | Underweight | -- | -- | June 18, 2025 |
| Upgrade | UBS | Jefferies | Hold | Buy | -- | -- | June 3, 2025 |
| 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 declares coupon payments on 8 ETRACS Exchange Traded Notes
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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Credit Suisse penalized more than $510 million for helping wealthy US clients evade taxes
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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UBS to Pay $511 Million to Settle Credit Suisse U.S. Tax Case
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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UBS Group Q1 Earnings & Revenues Dip Y/Y, Credit Loss Expenses Slip
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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UBS Group AG (UBS) Q1 2025 Earnings Call Transcript
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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UBS (UBS) Q1 Earnings and Revenues Beat Estimates
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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'We are not magicians': UBS CEO on competitiveness as tighter capital requirements weigh heavy
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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UBS posts $1.7bn Q1 beat on robust WM performance
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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UBS CEO Sergio Ermotti on Earnings, Volatility, Credit Suisse
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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UBS Sees Unpredictable Economic Path Forward
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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Swiss giant UBS beats expectations with $1.69 billion profit in first quarter
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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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)
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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UBS Hires Financial Advisor Shahan Avakian in Walnut Creek
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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Why UBS (UBS) is Poised to Beat Earnings Estimates Again
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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UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor
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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UBS unveils new Workplace Wealth Solutions technology for global stock plan issuers
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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UBS Advisor David Schachter receives Managing Director – Wealth Management title
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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65 UBS Advisors in Florida named Best-in-State by Forbes
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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UBS informs Italian unions of plans to cut one third of jobs in the country
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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Six UBS Financial Advisors in Pacific Desert Market Named to Barron's Top 1200 Financial Advisors List
Published: March 24, 2025 by: Business Wire
Sentiment: Neutral
NEWPORT BEACH, Calif.--(BUSINESS WIRE)-- #BestWealthManagement--Six financial advisors from UBS Pacific Desert - Arizona, SoCal, Hawaii - market named to Barron's Top 1200 Financial Advisors nationwide list.
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Swiss Finance Minister says won't be swayed by UBS lobbying
Published: March 18, 2025 by: Reuters
Sentiment: Neutral
The Swiss government will not be swayed by "intense" lobbying from UBS as its draws up new rules for the country's financial sector, Finance Minister Karin Keller-Sutter said in an interview published on Tuesday.
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UBS Group Considers Partial Sell of Asset Management Division
Published: March 17, 2025 by: Zacks Investment Research
Sentiment: Positive
UBS is considering divesting part of its asset management unit to revamp its smallest business unit.
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UBS Hires Private Wealth Advisor Lin Reynolds in New York City
Published: March 14, 2025 by: Business Wire
Sentiment: Neutral
NEW YORK--(BUSINESS WIRE)--UBS today announced that Lin Reynolds will be joining the firm as a Private Wealth Advisor. At the conclusion of her respective notice period, Lin will join the UBS Manhattan Market, led by Market Executive Kellie Brady, and will be based in the firm's 1285 Avenue of the Americas Private Wealth Management office. She will report to Market Director Tom Conigatti. “We are thrilled that Lin will be joining UBS,” said Kellie Brady, Manhattan Market Executive at UBS. “Her.
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UBS Group Gets Regulatory Nod to Sell Stake in CSS China Unit
Published: March 13, 2025 by: Zacks Investment Research
Sentiment: Positive
UBS gets approval to sell part of its CSS China unit to BSAM. This will reduce UBS' stake to 15%.
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TMX VettaFi Acquires Credit Suisse Bond Indices From UBS
Published: February 20, 2025 by: Newsfile Corp
Sentiment: Neutral
TMX VettaFi strengthens its fixed income capabilities Toronto, Ontario--(Newsfile Corp. - February 20, 2025) - TMX VettaFi, an indexing, digital distribution, analytics and thought leadership company and TMX Group subsidiary, announced today the acquisition of Credit Suisse's Bond Indices from UBS, strengthening its fixed income index capabilities. "We are excited to announce another significant step forward in our index expansion strategy, designed to strengthen our fixed income indexing capabilities, and broaden the services we provide to a growing international network of clients and partners," said Tom Hendrickson, President, TMX VettaFi.
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UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists
Published: February 18, 2025 by: Business Wire
Sentiment: Neutral
BELLEVUE, Wash.--(BUSINESS WIRE)--UBS announced today that The Matthews Group, an advisor team based in the firm's Bellevue office, has been named to the Forbes America's Top Wealth Management Teams – Private Wealth 2024 list and the Best-In-State Wealth Management Teams 2025 list.
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UBS CEO expects more clarity on capital rules in May
Published: February 10, 2025 by: Reuters
Sentiment: Neutral
UBS should have more clarity on the amount of capital it will need to hold under new Swiss banking regulations currently being drawn up, CEO Sergio Ermotti said on Monday.
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About UBS Group AG (UBS)
- IPO Date 2000-05-16
- Website https://www.ubs.com
- Industry Banks - Diversified
- CEO Sergio P. Ermotti
- Employees 106789