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Date | Price Target | Rating | Analyst |
---|---|---|---|
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 | |
3/8/2024 | Equal-Weight → Overweight | Morgan Stanley |
UBS today announced that two financial advisor teams in the firm's Florida Wealth Management Market, BV Group and Constellation Wealth Management, have been named to the Barron's Top 250 Private Wealth Management Teams list for 2025. BV Group is based in Boca Raton and Constellation Wealth Management is based in Hallandale Beach. The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm's Southeast Region, which is led by Regional Director Julie Fox. "We are incredibly proud to see these advisor teams recognized among the top in the nation," said Lane Strumlauf, Florida Market Executive at UBS. "This achievement underscores their unwavering com
UBS today announced that several advisors in the firm's Southeast Wealth Management Region have been recognized by Barron's. The firm's Southeast Wealth Management Region is led by Regional Director Julie Fox. "It is truly gratifying to see so many of our advisors recognized nationally for their hard work and dedication to serving clients," said Julie Fox, Regional Director, Southeast at UBS. "On behalf of myself and the UBS leadership team, we congratulate each of them for this prestigious industry acknowledgement and look forward to continuing to support our advisors and clients with state-of-the-art wealth management capabilities." The advisors acknowledged by Barron's include: Barro
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
BofA Securities downgraded UBS AG from Neutral to Underperform
Morgan Stanley downgraded UBS AG from Overweight to Equal-Weight
Deutsche Bank upgraded UBS AG from Hold to Buy
13F-HR - UBS Group AG (0001610520) (Filer)
6-K - UBS Group AG (0001610520) (Filer)
6-K - UBS Group AG (0001610520) (Filer)
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
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
4 - UBS Group AG (0001610520) (Reporting)
4 - UBS Group AG (0001610520) (Reporting)
4 - UBS Group AG (0001610520) (Reporting)
SC 13G - UBS Group AG (0001610520) (Subject)
SC 13G/A - UBS Group AG (0001610520) (Filed by)
SC 13G/A - UBS Group AG (0001610520) (Filed by)