UBS GroupUBS
UBS
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 7,429 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
51% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 49
15% more capital invested
Capital invested by funds: $38.7B [Q1] → $44.4B (+$5.77B) [Q2]
2% more funds holding
Funds holding: 575 [Q1] → 587 (+12) [Q2]
1.6% more ownership
Funds ownership: 40.02% [Q1] → 41.61% (+1.6%) [Q2]
5% less repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 221
5% less call options, than puts
Call options by funds: $1B | Put options by funds: $1.06B
14% less funds holding in top 10
Funds holding in top 10: 22 [Q1] → 19 (-3) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for UBS.
Financial journalist opinion
Based on 23 articles about UBS published over the past 30 days
Neutral
Business Wire
6 days ago
UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB
NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced the coupon payment 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 8/15/25 8/28/25 8/28/25 9/8/25 $0.3094 Quarterly 6.42% * The table above provides a hyperlink to the relevant prospect.
Negative
Zacks Investment Research
1 week ago
UBS Group to Miss Workforce Reduction Goal Post CS Takeover
UBS is falling behind its plan to cut headcount to 85,000 by 2026 as Credit Suisse integration slows workforce reductions.
Neutral
Business Wire
1 week ago
UBS Hires Ryan Rozniakowski as Senior Market Director for Northern New Jersey
PARAMUS, N.J.--(BUSINESS WIRE)--UBS is pleased to announce the appointment of Ryan Rozniakowski as Senior Market Director for Northern New Jersey within the Greater New York Metro Market. Ryan leads UBS's Paramus office, the firm's largest branch in New Jersey, where he is responsible for overseeing strategic growth, driving profitability, and leading a team of more than 130 employees. His appointment underscores the importance of Paramus as a critical business within the Greater New York Metro.
Positive
Reuters
1 week ago
Cevian Capital raised share stake in UBS Group by 9.9% in Q2
Activist investor Cevian Capital raised its share stake in bank UBS by 9.9% in the second quarter, according to a regulatory filing on Thursday.
Positive
Benzinga
1 week ago
5 Overlooked Stocks That Are Soaring Even More Than AI
The market seems to be getting crowded at the top lately. If you aren't investing in artificial intelligence or AI-related companies, you might feel like you're getting left behind.
Positive
Zacks Investment Research
2 weeks ago
UBS Group Touches 52-Week High: Should You Buy the Stock Now?
UBS hits a 52-week high on strong Q2 results, Credit Suisse integration gains, and solid capital position despite expense concerns.
Positive
Seeking Alpha
2 weeks ago
European Banks: Strong Returns Since 2019 But Are Valuations Still Attractive?
European banks have delivered strong returns since 2018, outperforming US peers and benefiting from improved balance sheets and higher interest rates. Despite high past returns and growing optimism, caution is warranted due to the sector's cyclical nature and slowing eurozone growth projections. Valuations remain attractive, with many banks trading below book value and offering appealing dividend and shareholder yields, especially in France and Spain.
Neutral
Business Wire
2 weeks ago
UBS Announces New Office in Downtown Napa at Napa Square, 1455 First Street
NAPA, Calif.--(BUSINESS WIRE)--UBS Global Wealth Management US announced the opening of a new office in downtown Napa, California. The new location will occupy approximately 4,000 square feet of space on the top floor of the Napa Square building, located at 1455 First Street. “This move is a testament to our unwavering commitment to our clients and our deep love for the Napa community,” said Emily DeLaReguera, Market Executive at UBS. “Our new downtown Napa office is designed to enhance our cap.
Neutral
Business Wire
2 weeks ago
UBS Appoints Deanne Steele and George Towers III as Market Directors in San Diego Region
SAN DIEGO--(BUSINESS WIRE)-- #SanDiego--UBS Global Wealth Management US has appointed two new Market Directors in the San Diego region.
Neutral
Business Wire
2 weeks ago
UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes
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 Series B 7/30/2025 8/.
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