UBS Group
UBS
Market cap $94.9B

29.78 USD

-0.03

0.10%

At close Dec 20, 4:00 PM EST

1 day

-0.10%

5 days

-6.53%

1 month

-6.44%

3 months

-0.40%

6 months

-4.55%

Year to date

-2.04%

1 year

-1.81%

5 years

140.36%

10 years

69.88%

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: 112,842

0

Funds holding %

of 6,809 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

7% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 203

10% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 62

1% less funds holding

Funds holding: 544 [Q2] → 538 (-6) [Q3]

6.68% less ownership

Funds ownership: 44.49% [Q2] → 37.81% (-6.68%) [Q3]

11% less capital invested

Capital invested by funds: $42B [Q2] → $37.3B (-$4.69B) [Q3]

12% less funds holding in top 10

Funds holding in top 10: 17 [Q2] → 15 (-2) [Q3]

20% less call options, than puts

Call options by funds: $770M | Put options by funds: $965M

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Research analyst outlook

We haven’t received any recent analyst ratings for UBS.

See Analyst Rankings

Financial journalist opinion

Based on 21 articles about UBS published over the past 30 days

UBS Advisor Team The Schultz Group Named to Forbes America's Top Wealth Management Teams

PHOENIX--(BUSINESS WIRE)-- #BestWealthManagement--The Schultz Group with UBS in Phoenix named to Forbes Top 100 Wealth Advisors HNW nationwide list, another accolade in a long list of recognitions.

UBS Advisor Team The Schultz Group Named to Forbes America's Top Wealth Management Teams

Swiss inquiry castigates failings of Credit Suisse oversight, but pins most blame on bosses

In a long-awaited 569-page report, lawmakers exposed Swiss bureaucracy that is unaccustomed to scrutiny, rebuking regulators for being secretive and mistrustful, and for responding at times haphazardly to the crisis that felled the bank in March 2023.

Swiss inquiry castigates failings of Credit Suisse oversight, but pins most blame on bosses

How secretive Swiss sought to keep a lid on the Credit Suisse crisis

A report reveals a culture of secrecy at the centre of Switzerland's government.

How secretive Swiss sought to keep a lid on the Credit Suisse crisis

Swiss findings on the Credit Suisse collapse

Switzerland on Friday published a long-awaited parliamentary report into last year's collapse of Credit Suisse, an event that called into question the country's reputation for financial stability and prompted far-reaching questions about what went wrong.

Swiss findings on the Credit Suisse collapse

Swiss report on Credit Suisse collapse to be published Friday

A Swiss parliamentary report into how authorities managed the 2023 collapse of Credit Suisse will be published on Friday, the Swiss parliament said on Wednesday.

Swiss report on Credit Suisse collapse to be published Friday

Zacks Investment Research

UBS Plans Wealth Business Shake-Up to Boost Affluent Client Outreach

UBS plans to transform its wealth management business to enhance the company's performance in the United States.

UBS Plans Wealth Business Shake-Up to Boost Affluent Client Outreach

Three UBS advisor teams named to the Forbes America's Top Wealth Management Teams Private Wealth list

PHILADELPHIA--(BUSINESS WIRE)--UBS today announced that financial advisor teams Wickham Cash Partners, LongBernsteinGunderson Wealth Management and The Capital ESOP Group have been named to the Forbes America's Top Wealth Management Teams Private Wealth list for 2024. Wickham Cash Partners is based in Charlotte, N.C., LongBernsteinGunderson Wealth Management maintains offices in Philadelphia, New York City and Dallas, and The Capital ESOP Group is based in Washington, D.C. All three teams are p.

Three UBS advisor teams named to the Forbes America's Top Wealth Management Teams Private Wealth list

Verdict on Swiss handling of Credit Suisse meltdown to set tone for UBS

A long-awaited report on how Swiss authorities handled the collapse of Credit Suisse is due to be published in the coming days, potentially paving the way for stricter oversight of its new owner UBS.

Verdict on Swiss handling of Credit Suisse meltdown to set tone for UBS

UBS plans wealth business shake-up in the US, memo shows

UBS plans to overhaul its wealth management business in the United States, splitting the operation into six divisions and focusing more on clients that are not super wealthy, according to an internal memo and a media report on Tuesday.

UBS plans wealth business shake-up in the US, memo shows

UBS Extends Its U.S. Wealth Arm to Serve More Than Just the Ultrarich

Chasing higher margins, and rivals, the bank's U.S. boss is making a move for more clients and banking services.

UBS Extends Its U.S. Wealth Arm to Serve More Than Just the Ultrarich

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