UBS GroupUBS
UBS
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
57% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 54
15% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 178
13% more funds holding in top 10
Funds holding in top 10: 15 [Q3] → 17 (+2) [Q4]
11% more capital invested
Capital invested by funds: $38.7B [Q3] → $43B (+$4.27B) [Q4]
4.86% more ownership
Funds ownership: 39.2% [Q3] → 44.06% (+4.86%) [Q4]
4% more funds holding
Funds holding: 540 [Q3] → 559 (+19) [Q4]
28% less call options, than puts
Call options by funds: $597M | Put options by funds: $824M
Research analyst outlook
We haven’t received any recent analyst ratings for UBS.
Financial journalist opinion
Based on 28 articles about UBS published over the past 30 days
Negative
Seeking Alpha
1 hour ago
Brokered Deposits At U.S. Banks Fell In 2024
Brokered deposits at US banks decreased consistently throughout 2024 as a now-withdrawn proposal to limit them as a source of funds hovered over the industry. The ratio of brokered deposits to US banks' total liabilities fell to 5.7%, from 5.9% in the linked quarter and 6.3% in the year-ago quarter.
Neutral
Business Wire
21 hours ago
UBS Hires Financial Advisor Amani Harris in Seattle, WA
SEATTLE--(BUSINESS WIRE)--UBS Wealth Management USA today announced that Amani Y. Harris has joined the firm as a First Vice President and Portfolio Manager in the Seattle office. Amani joins the firm's Pacific Northwest Market, led by Market Executive Rob Giordano and Associate Market Executive Kevin Janke. “As a longstanding advisor in the Seattle area, Amani works with many successful families, executives and business owners in the region and across the US,” said Kevin Janke, UBS Pacific Nor.
Neutral
Business Wire
23 hours ago
Twenty-Six UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-In-State Wealth Management Teams List
NEWPORT BEACH, Calif. & HONOLULU--(BUSINESS WIRE)-- #BestWealthManagement--26 UBS financial advisor teams from SoCal & Hawaiian areas of Pacific Desert market named to Forbes Best-In-State Wealth Management Teams for 2025.
Neutral
Business Wire
1 day ago
Eleven UBS Advisor Teams in Arizona Named to Forbes Best-in-State Wealth Management Teams List
PHOENIX--(BUSINESS WIRE)-- #BestWealthManagement--UBS announced that 11 of its Arizona-based wealth management teams were named to Forbes Best-in-State Wealth Management Teams list for 2025.
Neutral
Reuters
1 day ago
Swiss proposal on UBS capital rules likely to come in June, not May
The Swiss government is in early June likely to set out proposals addressing how much capital systemically important banks like UBS should hold, a spokesperson for the finance ministry said on Wednesday.
Neutral
Business Wire
3 days ago
Six UBS Financial Advisors in Pacific Desert Market Named to Barron's Top 1200 Financial Advisors List
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.
Negative
Reuters
1 week ago
UBS could relocate Swiss HQ if capital demand is not reduced, Bloomberg News reports
UBS Group AG is exploring options to relocate its headquarters if Switzerland enforces a requirement for the bank to hold an extra $25 billion in capital, Bloomberg News reported on Thursday, citing people familiar with the matter.
Positive
Reuters
1 week ago
UBS CEO says better early warning will help make banking safer
UBS CEO Sergio Ermotti on Wednesday urged authorities to improve their ability to detect problems at banks as he sought to find common ground over efforts to overhaul the Swiss banking sector following the 2023 demise of Credit Suisse.
Negative
Reuters
1 week ago
Switzerland fines former Credit Suisse executive over Mozambique case
Switzerland's finance ministry has fined Lara Warner, former compliance chief of collapsed lender Credit Suisse, 100,000 Swiss francs ($114,000), according to a Swiss government order seen by Reuters on Wednesday.
Neutral
Business Wire
1 week ago
Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40
SAN DIEGO & PHOENIX--(BUSINESS WIRE)-- #BestWealthManagement--3 UBS financial advisors in SoCal & AZ named to 2025 Financial Planning Top 40 Brokers Under 40. Nationwide, UBS held 12 of 40 top spots.
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