UBS icon

UBS Group

35.69 USD
-0.42
1.16%
At close Jul 11, 4:00 PM EDT
After hours
35.59
-0.10
0.28%
1 day
-1.16%
5 days
3.45%
1 month
9.11%
3 months
25.49%
6 months
11.60%
Year to date
17.87%
1 year
15.02%
5 years
202.46%
10 years
61.86%
 

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 7,312 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 8 articles about UBS published over the past 30 days

Negative
Reuters
4 days ago
UBS must face US investor litigation over Credit Suisse demise
UBS must face two lawsuits by investors who said the former Credit Suisse defrauded them prior to its March 2023 demise with false and misleading statements about its financial condition, a U.S. judge ruled on Monday.
UBS must face US investor litigation over Credit Suisse demise
Neutral
Business Wire
4 days ago
UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 9 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) MLPBb ETRACS Alerian MLP Infrastructure Index ETN Series B 6/30/2025 7/14/2025 7/14/2025 7/22/2.
UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes
Positive
Zacks Investment Research
1 week ago
UBS (UBS)'s Technical Outlook is Bright After Key Golden Cross
UBS Group AG (UBS) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, UBS's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
UBS (UBS)'s Technical Outlook is Bright After Key Golden Cross
Neutral
Business Wire
2 weeks ago
Financial Advisor Belin Robertson joins UBS in Pacific Desert Market
IRVINE, Calif.--(BUSINESS WIRE)-- #BelinRobertson--UBS Wealth Management US has announced that Belin Robertson in Irvine has joined the firm's Pacific Desert Market as a Financial Advisor.
Financial Advisor Belin Robertson joins UBS in Pacific Desert Market
Neutral
Business Wire
2 weeks ago
UBS appoints Joseph Lombardo as Market Director for Florham Park, NJ, expanding leadership across key New Jersey offices
FLORHAM PARK, N.J.--(BUSINESS WIRE)--UBS Wealth Management US today announced the appointment of Joseph (Joe) Lombardo as Market Director for its Florham Park, New Jersey office, in addition to leading the firm's offices in Short Hills and Westfield, New Jersey. The move is effective immediately. “We are excited to name Joe as Market Director of Florham Park, in addition to his ongoing leadership in Short Hills and Westfield,” said Mara Glassel, Greater New York Metro Market Executive at UBS. “.
UBS appoints Joseph Lombardo as Market Director for Florham Park, NJ, expanding leadership across key New Jersey offices
Negative
Reuters
3 weeks ago
Georgia's Ivanishvili asks UK court to uphold $607 mln ruling against Credit Suisse
Georgia's former prime minister Bidzina Ivanishvili on Monday urged a London court to uphold a $607 million Bermudan judgment he won against a Credit Suisse subsidiary over a long-running fraud committed by a former Credit Suisse adviser.
Georgia's Ivanishvili asks UK court to uphold $607 mln ruling against Credit Suisse
Neutral
Business Wire
4 weeks 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
4 weeks 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
1 month 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
1 month 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
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