UBS Group AG, together with its subsidiaries, provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, as well as lending solutions, to ultra high net worth and high net worth clients. This segment also provides wealth planning, investing, philanthropy, corporate and banking services, and family advisory services, as well as mortgage, securities-based, and structured lending solutions. The Personal & Corporate Banking division provides banking products and services, such as deposits, cards, and online and mobile banking, as well as lending, investments, and retirement services. The Asset Management division offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. The Investment Bank division advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage their risks and liquidity; and offers clients differentiated content on major financial markets and securities. This division serves institutional, corporate, and wealth management clients. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
IPO Year: 2014
Exchange: NYSE
Website: ubs.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 7/22/2025 | Underperform → Neutral | BofA Securities | |
| 6/18/2025 | Equal-Weight → Underweight | Morgan Stanley | |
| 6/3/2025 | Hold → Buy | Jefferies | |
| 3/27/2025 | Neutral → Underperform | BofA Securities | |
| 2/20/2025 | Overweight → Equal-Weight | Morgan Stanley | |
| 2/10/2025 | Hold → Buy | Deutsche Bank | |
| 1/10/2025 | Hold → Buy | Kepler | |
| 9/19/2024 | Neutral | BofA Securities | |
| 4/23/2024 | Buy → Neutral | Citigroup | |
| 4/22/2024 | Outperform → Neutral | Exane BNP Paribas |
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6-K - UBS Group AG (0001610520) (Filer)
6-K - UBS Group AG (0001610520) (Filer)
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UBS Global Wealth Management US today announced that Daniel Holzer has joined the firm as a Financial Advisor. Dan joins the UBS Westport, Connecticut office, which is managed by Market Director Jim Miller and is part of the Greater New York Market, led by Market Executive Mara Glassel. "On behalf of UBS, we're excited to welcome Dan to the firm," said Jim Miller, Market Director at UBS Wealth Management. "His industry experience and dedication to his clients will be a great addition to our business, and we look forward to having him help us continue to expand our client offering in this key market." A dedicated financial advisor for his entire 29-year career, Dan joins UBS after a long
HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Nasdaq Gold FLOWSTM 103 Index SLVO: linked to the Nasdaq Silver FLOWSTM 106 Index USOI: linked to the Nasdaq WTI Crude Oil FLOWSTM 106 Index 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
UBS Global Wealth Management US announced today that five of its financial advisors based in the firm's Pacific Desert Wealth Management Market have been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2025. Of the five, Phoenix-based advisor Stockton Schultz was recognized nationally as one of the top 100 advisors in the country and ranked the #1 advisor in Arizona on the Forbes America's Top Next-Gen Wealth Advisors list. "It's gratifying to see these talented advisors recognized for their continued commitment to UBS clients," says Justin Frame, Pacific Desert Market Head at UBS. "By providing personalized, comprehensive wealth management services and best-in-clas
UBS Wealth Management today announced the hiring of Financial Advisor Daryl Holmes in Alpharetta, Georgia. Daryl and his team join the UBS South Market, which is led by Market Executive Greg Achten and is part of the firm's Southeast Region, led by Regional Director Julie Fox. Daryl reports to Market Director Sterling Zerbe. "Daryl brings decades of experience to UBS and we are pleased to welcome an advisor of his caliber to our team," said Greg Achten, South Market Executive at UBS. "We are confident that Daryl and his team will successfully leverage UBS's world class wealth management platform and capabilities to serve their clients and help them achieve their financial goals." "Dar
UBS Global Wealth Management today announces that Bryan Davidson has joined the firm as a Financial Advisor in the UBS Scottsdale, Arizona office. Bryan brings more than 20 years of experience in the financial services industry, including 17 years directly advising clients and helping them achieve their financial goals through comprehensive wealth management strategies. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251027698504/en/Bryan Davidson has joined UBS Global Wealth Management as a Financial Advisor in the UBS Scottsdale, Arizona office. Bryan brings more than 20 years of experience in the financial services industry, i
UBS Wealth Management today announced the hiring of Financial Advisor Michael Shain in Greenville, South Carolina. Michael returns to UBS after a distinguished 33-year career at the firm, before his retirement in February 2024. He joins The Gallivan Group, a Private Wealth Management team in UBS's South Atlantic Market, which is led by Market Executive Jake Shine and is part of the firm's Southeast Region, led by Julie Fox. Michael reports to Market Director Katherine Schuba. "Mike brings a wealth of experience and a deep understanding of client needs across all aspects of financial planning and wealth management. We are thrilled to welcome him back to UBS," said Jake Shine, South Atlan
UBS Global Wealth Management US today announced that a five-person advisor team, the Mueting Lyczak Group, has joined the firm. They join the UBS Great Lakes Wealth Management Market, managed by Market Executive Geoffrey Centner, and will be located in UBS's new Ann Arbor, Michigan office, further expanding the firm's presence across the region. A multigenerational team with extensive experience in wealth management, the Mueting Lyczak Group is dedicated to serving high-net-worth families, business owners and corporate executives. The team joins from Merrill Lynch and includes Financial Advisors Mark Mueting, Dan Lyczak and Dan Fisher, along with team associates Jennifer Kempf and Grant H
UBS Wealth Management today announced the hiring of Financial Advisor Robert (Bob) Lauer in Franklin, TN. Bob and his team join the UBS South Market, which is led by Market Executive Greg Achten and is part of the firm's Southeast Region, led by Regional Director Julie Fox. Robert reports to Market Director Ryan McCann. "We are pleased to welcome Bob and his team to UBS," said Greg Achten, South Market Executive at UBS. "Bob's extensive experience will be a valuable addition to our team as we continue to strengthen our capabilities across Tennessee. We are confident that he will be able to leverage our world class wealth management platform and resources to better serve clients." "Bob's
UBS Global Wealth Management US announced today that Wise River Advisors, an advisor team based in the firm's Los Angeles office, has been named to the Barron's Top 250 Private Wealth Management Teams list for 2025. Wise River Advisors ranked #41 on this year's list. With advisors in Los Angeles, Orange County, San Diego and beyond, Wise River Advisors provides comprehensive wealth management and investing solutions to ultra-affluent individuals and families, partnerships, endowments, and foundations. Throughout its 20+ years as a team, it has offered comprehensive investment advice to help high net worth clients address unique, complex financial needs and goals. In addition to providin
MLPB: linked to the Alerian MLP Infrastructure Index, Series B MLPR: linked to the Alerian MLP Index BDCZ: linked to the MarketVector US Business Development Companies Liquid Index BDCX: linked to the MarketVector US Business Development Companies Liquid Index HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Credit Suisse Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Credi
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BofA Securities upgraded UBS AG from Underperform to Neutral
Morgan Stanley downgraded UBS AG from Equal-Weight to Underweight
BofA Securities downgraded UBS AG from Neutral to Underperform
Morgan Stanley downgraded UBS AG from Overweight to Equal-Weight
BofA Securities resumed coverage of UBS AG with a rating of Neutral
Exane BNP Paribas downgraded UBS AG from Outperform to Neutral
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Live finance-specific insights
HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Nasdaq Gold FLOWSTM 103 Index SLVO: linked to the Nasdaq Silver FLOWSTM 106 Index USOI: linked to the Nasdaq WTI Crude Oil FLOWSTM 106 Index 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
MLPB: linked to the Alerian MLP Infrastructure Index, Series B MLPR: linked to the Alerian MLP Index BDCZ: linked to the MarketVector US Business Development Companies Liquid Index BDCX: linked to the MarketVector US Business Development Companies Liquid Index HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Credit Suisse Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Credi
HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Credit Suisse Nasdaq Gold FLOWSTM 103 Index SLVO: linked to the Credit Suisse Nasdaq Silver FLOWSTM 106 Index USOI: linked to the Credit Suisse Nasdaq WTI Crude Oil FLOWSTM 106 Index 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 Tr
HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Credit Suisse Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Credit Suisse Nasdaq Silver FLOWS™ 106 Index USOI: linked to the Credit Suisse Nasdaq WTI Crude Oil FLOWS™ 106 Index 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 Trade
MLPB: linked to the Alerian MLP Infrastructure Index, Series B MLPR: linked to the Alerian MLP Index BDCZ: linked to the MarketVector US Business Development Companies Liquid Index BDCX: linked to the MarketVector US Business Development Companies Liquid Index HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Credit Suisse Nasdaq Gold FLOWSTM 103 Index SLVO: linked to the Credit Suisse Nasdaq Sil
HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Credit Suisse Nasdaq Gold FLOWSTM 103 Index SLVO: linked to the Credit Suisse Nasdaq Silver FLOWSTM 106 Index USOI: linked to the Credit Suisse Nasdaq WTI Crude Oil FLOWSTM 106 Index 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 Tr
HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Credit Suisse Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Credit Suisse Nasdaq Silver FLOWS™ 106 Index USOI: linked to the Credit Suisse Nasdaq WTI Crude Oil FLOWS™ 106 Index 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
MLPB: linked to the Alerian MLP Infrastructure Index, Series B MLPR: linked to the Alerian MLP Index BDCZ: linked to the MarketVector US Business Development Companies Liquid Index BDCX: linked to the MarketVector US Business Development Companies Liquid Index HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Credit Suisse Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Credit Suisse Nasdaq Silv
HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Credit Suisse Nasdaq Gold FLOWSTM 103 Index SLVO: linked to the Credit Suisse Nasdaq Silver FLOWSTM 106 Index USOI: linked to the Credit Suisse Nasdaq WTI Crude Oil FLOWSTM 106 Index 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 Tra
HDLB: linked to the Solactive US High Dividend Low Volatility Index Series B SMHB: linked to the Solactive US Small Cap High Dividend Index Series B PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the Market Vectors Global Mortgage REITs Index GLDI: linked to the Credit Suisse Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Credit Suisse Nasdaq Silver FLOWS™ 106 Index USOI: linked to the Credit Suisse Nasdaq WTI Crude Oil FLOWS™ 106 Index 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 Trade
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Live Leadership Updates
UBS Global Wealth Management US today announced that Daniel Holzer has joined the firm as a Financial Advisor. Dan joins the UBS Westport, Connecticut office, which is managed by Market Director Jim Miller and is part of the Greater New York Market, led by Market Executive Mara Glassel. "On behalf of UBS, we're excited to welcome Dan to the firm," said Jim Miller, Market Director at UBS Wealth Management. "His industry experience and dedication to his clients will be a great addition to our business, and we look forward to having him help us continue to expand our client offering in this key market." A dedicated financial advisor for his entire 29-year career, Dan joins UBS after a long
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 Market and emphasizes UBS's commitment to high-impact leadership. Ryan's local leadership team includes Christopher Simone, Associate Market Executive. In his career at UBS, Ryan has earned a reputation for leading high-perform
UBS Global Wealth Management US has appointed two new Market Directors in the San Diego region, reflecting UBS's continued investment in leadership, client relationships, and advisor growth in the Southern California market. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250806312008/en/UBS Global Wealth Management US has appointed two new Market Directors in the San Diego region, reflecting its continued investment in leadership, client relationships, and advisor growth in Southern California. DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Die
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 in the financial services industry, most recently at Morgan Stanley, where she was widely recognized for building top-performing teams and delivering exceptional client outcomes. Notably, she served as Morgan Stanley's first female
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. "Joe's extensive industry experience, strategic mindset and deep commitment to our financial advisors uniquely position him for expanded leadership responsibilities. Under Joe's leadership, I am confident we will further strengthen our
UBS Wealth Management USA today announced that Ryann Kilgore has been appointed Market Executive for the firm's Greater New England Wealth Management Market. Ryann brings nearly 20 years of wealth management experience to the role. She will be based in the Hartford, Connecticut office, and will oversee the firm's financial advisors and market leadership in New York State, Coastal New England, Northern New England and Western Pennsylvania. Ryann's primary responsibilities will also include expanding the firm's business activities in Greater New England, recruiting new financial advisors and coaching team members to maximize performance. "We are thrilled to have Ryann lead the Greater New E
James V. Carideo brings more than 30 years of domestic and international wealth management experience to role, most recently serving as market director in Portland, Oregon UBS Wealth Management today announced that James (Jim) V. Carideo has been appointed Market Director for the firm's San Diego offices, effective January 1, 2024. He will be based in the downtown San Diego office and will oversee financial advisors and support staff in San Diego and additional branches in Rancho Bernardo and Carmel Valley. Jim Carideo has been with UBS for nearly 13 years, most recently serving as Market Director in Portland, Oregon. In that role, Jim oversaw all aspects of the wealth management busine
UBS Private Wealth Management announced today that Mandy Ho has joined the firm in Bellevue, WA. She joins The Matthews Group at UBS, a 19-person, highly experienced team with a practice based on serving clients with dedication and excellence, as a Relationship Manager. In her new role, Mandy will work closely with ultra-high net worth clients in managing their investments and providing strategic planning advice. "We're thrilled to welcome Mandy to UBS," said Todd Locicero, Market Executive, UBS Private Wealth Management. "Her industry experience and long-standing dedication to clients will be a great addition to our business, and we look forward to having her help us continue to expand o
Today, UBS Wealth Management USA announced Mike Mimick has been appointed Market Executive for the firm's Midwest Market. Mike will be responsible for leading UBS's wealth management business and Financial Advisors based in Minnesota, Nebraska, Missouri, Oklahoma, Kansas, Wisconsin, Iowa, South Dakota and North Dakota. Mike has been with UBS for 18 years and has been a Field Leader since 2007. Prior to his current role, he was responsible for leading the firm's advisors in Nebraska, Kansas, Missouri and Oklahoma. Mike has also been a five-time Leadership Council award winner, an honor given annually to UBS's top talent in its Wealth Management division. "Mike is dedicated to the Midwest M
SAN FRANCISCO, Aug. 05, 2022 (GLOBE NEWSWIRE) -- Coalition, the world's first Active Insurance company designed to prevent digital risk before it strikes, today announced it has appointed Jim Young as Chief Financial Officer (CFO), John Littzi as General Counsel, and added Julie Richardson as board member to further accelerate the company's vision to provide security for all. The new hires and board member addition come on the heels of a $250M investment into Coalition in July, boosting the valuation of the company to $5B. "The new additions to our leadership team bring decades of experience building global technology and finance companies, and are proven leaders who will help Coalition t