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    UBS AG downgraded by Morgan Stanley

    2/20/25 7:09:30 AM ET
    $UBS
    Major Banks
    Finance
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    Morgan Stanley downgraded UBS AG from Overweight to Equal-Weight
    Get the next $UBS alert in real time by email

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    Recent Analyst Ratings for
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    3/27/2025Neutral → Underperform
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    2/20/2025Overweight → Equal-Weight
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    2/10/2025Hold → Buy
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    4/23/2024Buy → Neutral
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    4/22/2024Outperform → Neutral
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    3/8/2024Equal-Weight → Overweight
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    • UBS AG downgraded by BofA Securities

      BofA Securities downgraded UBS AG from Neutral to Underperform

      3/27/25 8:09:30 AM ET
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    • UBS AG downgraded by Morgan Stanley

      Morgan Stanley downgraded UBS AG from Overweight to Equal-Weight

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    • SEC Form SC 13G filed by UBS Group AG Registered

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    • Amendment: SEC Form SC 13G/A filed by UBS Group AG Registered

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    • Fifteen UBS Financial Advisors in Arizona Named to Forbes Best-in-State Wealth Advisors List

      UBS Wealth Management US announced today that 15 of its financial advisors based in Arizona have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Nine of the advisors are in Phoenix; five are in Scottsdale, and one is in Tucson. Of the advisors, Steven Schultz, with Schultz Group in Phoenix, has also been named to the Forbes America's Top 250 Wealth Advisors list, ranking as the #1 advisor in Arizona by Forbes. "I am proud to see these talented advisors recognized for their commitment to their clients and to providing personalized wealth management advice," says Ryan Lurie, Market Director at UBS Wealth Management USA, who leads UBS's Arizona offices. "Our advisors

      5/29/25 12:58:00 PM ET
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    • Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List

      UBS Wealth Management US announced today that 45 financial advisors based in the Southern California and Hawaiian areas of the firm's Pacific Desert market have been named to the Forbes Best-In-State Wealth Advisors list for 2025. Of the advisors, 24 are based in UBS's Orange County offices; 17 are from San Diego County area offices; one is in Riverside, and three are in Honolulu. Newport Beach-based advisor Mark Binder was also recognized as one of the top 250 advisors nationally on the Forbes America's Top Wealth Advisors list for 2025. "These incredibly skilled wealth advisors earned this recognition due to their client focus and dedication to providing personalized wealth management

      5/28/25 3:09:00 PM ET
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    • UBS Declares Quarterly Coupon Payment on Exchange Traded Note: AMUB

      UBS Investment Bank today announced coupon payments for the ETRACS Alerian MLP Index ETN Series B (NYSE Arca: "AMUB"), traded on the NYSE Arca. NYSE Ticker ETN Name and Prospectus Supplement* Coupon Valuation Date Ex- Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized)** AMUB ETRACS Alerian MLP Index ETN Series B 5/15/25 5/29/25 5/29/25 6/6/25 $0.3085 Quarterly 6.31% * The table above provides a hyperlink to the relevant prospectus and supplements thereto. For more information on the ETRACS ETN, see "List of ETNs." **"Current Yield (annualized)" equals the current Coupon Amount, multiplied by fo

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    • SEC Form 13F-HR filed by UBS Group AG Registered

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    • UBS declares coupon payments on 8 ETRACS Exchange Traded Notes

      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

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    • UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes

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      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

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    • Large owner Ubs Group Ag disposed of $975,000 worth of Auction Preferred Stock (39 units at $25,000.00) (SEC Form 4)

      4 - UBS Group AG (0001610520) (Reporting)

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    • Large owner Ubs Group Ag disposed of $450,000 worth of Auction Preferred Stock (18 units at $25,000.00) (SEC Form 4)

      4 - UBS Group AG (0001610520) (Reporting)

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    • Large owner Ubs Group Ag disposed of $150,000 worth of Auction Preferred Stock (6 units at $25,000.00) (SEC Form 4)

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    • UBS appoints Ryann Kilgore to lead Greater New England Market

      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

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      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

      3/8/24 11:00:00 AM ET
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    • Mandy Ho Joins UBS Private Wealth Management in Bellevue, WA

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