UBS GroupUBS
UBS
0
Funds holding %
of 7,363 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
56% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 54
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]
11% more capital invested
Capital invested by funds: $38.7B [Q3] → $42.9B (+$4.23B) [Q4]
4.82% more ownership
Funds ownership: 39.2% [Q3] → 44.02% (+4.82%) [Q4]
3% more funds holding
Funds holding: 540 [Q3] → 558 (+18) [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 8 articles about UBS published over the past 30 days
Negative
Reuters
6 days ago
UK's FCA bans former Credit Suisse executives following US criminal convictions
Two former Credit Suisse managing directors have been banned from the UK financial services industry after they pleaded guilty in the United States over their role in Mozambique's "tuna bond" scandal, Britain's Financial Conduct Authority said on Tuesday.
Neutral
Reuters
6 days ago
UBS nominates Renata Jungo Brungger and Lila Tretikov to board of directors
UBS on Tuesday announced it has nominated Renata Jungo Brungger and Lila Tretikov for election to the board of directors at its annual general meeting in April.
Neutral
Business Wire
6 days ago
Renata Jungo Brüngger and Lila Tretikov to be nominated to the Board of Directors at the forthcoming Annual General Meeting
ZURICH & BASEL, Switzerland--(BUSINESS WIRE)--Regulatory News: Ad hoc announcement pursuant to article 53 of the SIX Exchange Regulation Listing Rules UBS Group AG (NYSE:UBS) (SWX:UBSN) announces the nominations of Renata Jungo Brüngger (born 1961) and Lila Tretikov (born 1978) for election to the Board of Directors at the Annual General Meeting on 10 April 2025. Renata Jungo Brüngger is a highly respected professional with extensive experience in legal affairs, governance, and sustainability.
Neutral
Business Wire
6 days ago
UBS Advisors Peter Dorfman and Mike Carr Receive Managing Director – Wealth Management Title
NEW YORK--(BUSINESS WIRE)--UBS Wealth Management US today announced that Private Wealth Advisor Peter Dorfman and Financial Advisor Mike Carr have received the title of Managing Director – Wealth Management. This achievement is a testament to their longstanding commitment to delivering exceptional wealth management and unparalleled client service. Peter and Mike have over 60 years of combined experience working in financial services. Together, alongside Private Wealth Advisor Scott Zelniker, th.
Neutral
Business Wire
1 week ago
UBS Private Wealth Management Hires Zachary Sobel in Palm Beach Gardens
PALM BEACH GARDENS, Fla.--(BUSINESS WIRE)--UBS Private Wealth Management today announced the hiring of Financial Advisor Zachary Sobel in Palm Beach Gardens, Florida. Zachary and his team, which manage over $400 million in client assets, join the UBS Florida Market, which is led Market Executive Lane Strumlauf and is part of the firm's Southeast Region, led by Regional Director Julie Fox. Zachary reports to Market Director Suzann Zadanosky. “Zach is a talented advisor with decades of experience.
Neutral
Newsfile Corp
2 weeks ago
TMX VettaFi Acquires Credit Suisse Bond Indices From UBS
TMX VettaFi strengthens its fixed income capabilities Toronto, Ontario--(Newsfile Corp. - February 20, 2025) - TMX VettaFi, an indexing, digital distribution, analytics and thought leadership company and TMX Group subsidiary, announced today the acquisition of Credit Suisse's Bond Indices from UBS, strengthening its fixed income index capabilities. "We are excited to announce another significant step forward in our index expansion strategy, designed to strengthen our fixed income indexing capabilities, and broaden the services we provide to a growing international network of clients and partners," said Tom Hendrickson, President, TMX VettaFi.
Neutral
Business Wire
2 weeks ago
UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists
BELLEVUE, Wash.--(BUSINESS WIRE)--UBS announced today that The Matthews Group, an advisor team based in the firm's Bellevue office, has been named to the Forbes America's Top Wealth Management Teams – Private Wealth 2024 list and the Best-In-State Wealth Management Teams 2025 list.
Neutral
Reuters
3 weeks ago
UBS CEO expects more clarity on capital rules in May
UBS should have more clarity on the amount of capital it will need to hold under new Swiss banking regulations currently being drawn up, CEO Sergio Ermotti said on Monday.
Neutral
Business Wire
1 month 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 Seri.
Positive
MarketBeat
1 month ago
Billions in Buybacks: 4 Stocks Rewarding Shareholders Now
These four large-cap stocks recently announced buyback programs that are moderate to massive in size when compared to their market capitalizations. I'll break down these new programs, as well as other important developments around these firms looking to return capital back to shareholders.
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