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 7,321 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 9 articles about UBS published over the past 30 days
Neutral
Business Wire
1 day ago
Christopher Brolly joins UBS as Financial Advisor in Boston
BOSTON--(BUSINESS WIRE)--UBS Global Wealth Management US announced that Christopher Brolly has joined the firm as a Financial Advisor. He joins the UBS Greater New England Market, led by Market Executive James Ducey, and will report to Boston Wealth Management Senior Market Director Robert Covino. “Christopher brings a wealth of experience and a devout commitment to client service with him to UBS,” said Robert Covino. “We are confident that his expertise will greatly benefit our clients and con.
Neutral
Business Wire
1 day ago
UBS hires industry veteran Kathleen Ferraro as Market Director for Greenwich and Stamford, Connecticut
GREENWICH, Conn.--(BUSINESS WIRE)--UBS Global Wealth Management US today announced the appointment of Kathleen (Kathy) Ferraro, a seasoned executive with over three decades of experience, as the new Market Director for its Greenwich and Stamford, Connecticut offices. In this role, Kathy will be responsible for leading advisor development, elevating the client experience and advancing strategic growth across these key markets. Kathy brings more than 30 years of leadership and advisory experience.
Neutral
Business Wire
5 days ago
UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region
TAMPA, Fla.--(BUSINESS WIRE)--UBS Global Wealth Management US today announced that Jack Heiss will join the firm as Market Director for its Tampa, Clearwater, St. Petersburg, Sarasota, and Winter Haven offices in Florida. He will begin his role at the conclusion of his notice period. These offices are part of the firm's Florida Wealth Management market led by Market Executive Lane Strumlauf, which is part of the firm's Southeast Region, led by Julie Fox. “We are very pleased to have a professio.
Positive
Fox Business
6 days ago
'THIS IS THE PLACE TO INVEST': UBS CEO touts US growth amid tariff deals
UBS CEO Sergio Ermotti discusses his outlook for U.S. growth as he navigates the markets following President Donald Trump's 'big, beautiful bill,' potential tariff deals and geopolitical challenges.
Negative
Reuters
1 week 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.
Neutral
Business Wire
1 week 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.
Positive
Zacks Investment Research
2 weeks 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.
Neutral
Business Wire
3 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.
Neutral
Business Wire
3 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. “.
Negative
Reuters
1 month 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.
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