UBS icon

UBS Group

31.98 USD
-0.69
2.11%
At close Jun 13, 4:00 PM EDT
After hours
31.98
+0.00
0.00%
1 day
-2.11%
5 days
-4.25%
1 month
-1.57%
3 months
0.85%
6 months
0.38%
Year to date
5.61%
1 year
5.13%
5 years
192.32%
10 years
48.06%
 

About: The core of UBS is its global wealth management business focusing on high and ultra-high-net-worth individuals. UBS is also a conventional retail and commercial bank in its Swiss home market. Its investment bank and asset management businesses support its wealth management operations, but also leverage its strength in wealth management to serve third-party clients.

Employees: 128,983

0
Funds holding %
of 7,296 funds
Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

47% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 47

29% more funds holding in top 10

Funds holding in top 10: 17 [Q4 2024] → 22 (+5) [Q1 2025]

18% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 188

2% more funds holding

Funds holding: 562 [Q4 2024] → 571 (+9) [Q1 2025]

3.99% less ownership

Funds ownership: 44.0% [Q4 2024] → 40.01% (-3.99%) [Q1 2025]

10% less capital invested

Capital invested by funds: $42.9B [Q4 2024] → $38.7B (-$4.23B) [Q1 2025]

34% less call options, than puts

Call options by funds: $918M | Put options by funds: $1.4B

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

Neutral
Business Wire
2 days ago
Bill Frisco Joins UBS as a Financial Advisor in Houston
HOUSTON--(BUSINESS WIRE)--UBS Wealth Management US today announced that William (Bill) Frisco has joined the firm as a Private Wealth Advisor and Senior Portfolio Manager in Houston. He is responsible for managing approximately $700 million in assets for ultra-high net worth individuals and families. “We are thrilled to welcome Bill to the UBS family,” said Craig Vandegrift, Senior Market Director for Houston at UBS. “His vast experience and unwavering dedication to client education are invalua.
Bill Frisco Joins UBS as a Financial Advisor in Houston
Neutral
Business Wire
2 days ago
Mellany Bagtas joins UBS as a Financial Advisor in New York City
NEW YORK--(BUSINESS WIRE)--UBS Wealth Management US today announced that Mellany Bagtas has joined the firm as a Financial Advisor in New York City. She will be based out of the firm's 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas. “We are excited to welcome Mellany to UBS,” said Kellie Brady, Manhattan Market Executive at UBS. “Her dedication and perspective will be a great addition to our team. I am confident that she will be able to leverage the full sui.
Mellany Bagtas joins UBS as a Financial Advisor in New York City
Positive
Zacks Investment Research
4 days ago
Here's Why UBS (UBS) is a Strong Value Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Here's Why UBS (UBS) is a Strong Value Stock
Positive
Seeking Alpha
5 days ago
UBS Group: A Solid Bank Trading At A Fair Price
Relative valuation is neutral, absolute valuation is slightly bullish with a $37 target price, reflecting a 10% upside. UBS is a solid, leading Swiss bank with potential profitability improvements from the Credit Suisse merger, yet growth remains modest and in line with the industry. The Investment Banking segment is showing green shoots.
UBS Group: A Solid Bank Trading At A Fair Price
Negative
Reuters
5 days ago
UBS shares slide 7%, reversing gains after Swiss capital proposals
Shares in UBS dropped 7% on Tuesday as investors worried about the impact of new government proposals to force the Swiss bank to hold $26 billion in extra capital, including on the bank's plans to return cash to shareholders.
UBS shares slide 7%, reversing gains after Swiss capital proposals
Negative
Zacks Investment Research
6 days ago
UBS Capital Requirements Rise Following Switzerland's Proposal
UBS pushes back as Switzerland proposes an $18-billion net capital hike to prevent another Credit Suisse-style crisis.
UBS Capital Requirements Rise Following Switzerland's Proposal
Negative
Reuters
1 week ago
Shaken by crises, Switzerland fetters UBS's global dream
Switzerland announced reforms on Friday to make its biggest bank UBS safer and avoid another crisis, hampering the global ambitions of a lender whose financial weight eclipses the country's economy.
Shaken by crises, Switzerland fetters UBS's global dream
Neutral
Reuters
1 week ago
New UBS rules: what are they and when will they come into force?
The Swiss government on Friday published its proposals for stricter regulation of UBS , setting varying timelines for the introduction of rules that will have far-reaching consequences for the lender and its business model.
New UBS rules: what are they and when will they come into force?
Positive
Reuters
1 week ago
UBS hires tech bankers Larsen, Michlovich from BofA in New York
UBS hired two technology investment bankers in New York from Bank of America, according to a memo seen by Reuters on Thursday.
UBS hires tech bankers Larsen, Michlovich from BofA in New York
Negative
Reuters
1 week ago
Credit Suisse, SoftBank fight over Greensill losses in $440 mln London lawsuit
Credit Suisse's $440 million London lawsuit against Japan's SoftBank Group Corp kicked off on Thursday over losses linked to Greensill Capital, with the collapsed finance firm's founder Lex Greensill expected to give evidence next week.
Credit Suisse, SoftBank fight over Greensill losses in $440 mln London lawsuit
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