UBS Group
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
61% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 54
16% more capital invested
Capital invested by funds: $37.1B [Q3] → $42.9B (+$5.79B) [Q4]
15% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 178
13% more funds holding in top 10
Funds holding in top 10: 15 [Q3] → 17 (+2) [Q4]
6.39% more ownership
Funds ownership: 37.61% [Q3] → 44.0% (+6.39%) [Q4]
4% more funds holding
Funds holding: 540 [Q3] → 562 (+22) [Q4]
28% less call options, than puts
Call options by funds: $597M | Put options by funds: $824M
Research analyst outlook
We haven’t received any recent analyst ratings for UBS.
Financial journalist opinion
Based on 31 articles about UBS published over the past 30 days
Positive
Reuters
11 hours ago
UBS hires Evan Raine as head of media and telecom M&A, memo says
UBS Group has hired Evan Raine as its head of media and telecom investment banking in the Americas to capture more market share from deals in the sector, according to an internal memo reviewed by Reuters.
Neutral
Reuters
20 hours ago
UBS shareholders reelect chairman Colm Kelleher with 90% of votes
UBS shareholders on Thursday reelected Chairman Colm Kelleher with 90% of votes, compared to 96% of votes in 2024.
Positive
Reuters
23 hours ago
UBS sticks to $3 billion share buyback plan despite capital changes, global uncertainty
UBS Chairman Colm Kelleher on Thursday reiterated the Swiss bank's intention to repurchase shares to the tune of $3 billion in 2025, despite looming capital rule changes and global economic uncertainty.
Neutral
Business Wire
3 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 3/31/2025 4/11/2025 4/11/2025 4/22/2.
Negative
Reuters
1 week ago
Regulatory uncertainty weighing on UBS, CEO Ermotti says
Regulatory uncertainty is weighing on the valuation of UBS and other European lenders and the Swiss bank's integration of its former rival Credit Suisse has placed an added burden on it, UBS CEO Sergio Ermotti said on Thursday.
Negative
Reuters
1 week ago
UBS informs Italian unions of plans to cut one third of jobs in the country
Swiss bank UBS informed unions in Italy on Tuesday of plans to cut 180 jobs, or around a third of the total, in the country, documents reviewed by Reuters showed.
Positive
Reuters
1 week ago
UBS ditches weapons exclusion from sustainable investment criteria
UBS's asset management arm has become the latest European money manager to ditch some exclusions on investments in defence companies as private investors race to enable their funds to finance the region's rearmament drive.
Neutral
Bloomberg Markets and Finance
1 week ago
Banker Pay: UBS CEO Sergio Ermotti Was Paid $17 Million in 2024
UBS boss Sergio Ermotti was the highest-earning CEO across continental Europe's biggest banks last year. Ermotti was awarded 14.9 million Swiss francs ($16.9 million) in total compensation for 2024, putting him well above the average income for the CEOs at the region's 10 largest lenders, according to calculations by Bloomberg News.
Neutral
Reuters
1 week ago
UBS completes merger of Credit Suisse service units in India
UBS Group said on Monday it has completed the merger of Credit Suisse Service Company entities with UBS Business Solutions in India, as the Swiss lender continues integration efforts following its acquisition of Credit Suisse.
Neutral
Reuters
1 week ago
UBS has no intention of leaving Switzerland, compliance chief says
UBS has no plans to leave Switzerland, the bank's compliance and governance chief Markus Ronner said on Friday amid a debate on how to regulate the country's biggest lender.
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