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 |
|---|---|---|---|
| 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 | |
| 2/7/2024 | Hold → Buy | Societe Generale | |
| 12/5/2023 | Buy → Neutral | BofA Securities | |
| 10/16/2023 | Sector Perform → Outperform | RBC Capital Mkts |
UBS today announced that 10 advisors in the firm's Florida Market have been named to the Barron's Top 1200 Financial Advisors list for 2025. The Florida 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. "These advisors are some of the best in the business and we congratulate each of them for this prestigious industry recognition," said Lane Strumlauf, Florida Market Executive at UBS. "This acknowledgement is a testament to their talent and hard work in advising clients on complex financial matters." The advisors named to the list are: Hallandale Beach: Worth Boyce Nick Sadowsky Boca Raton: Michael B
UBS Wealth Management USA announced today that The Rosegarten/Rubin Financial Group, an advisor team in the firm's 299 Park Avenue office, has been named to the Forbes Best-In-State Wealth Management Teams list for 2025. "We are extremely proud that The Rosegarten/Rubin Financial Group was once again recognized on this prestigious list," said Daniel Shepler, Managing Director and Market Director of the 299 Park Avenue office at UBS Wealth Management USA. "Miles and David have achieved an incredible level of success through their dedication, focus, and commitment to their clients." Founded by David Rosegarten and Miles Rubin over thirty years ago, The Rosegarten/Rubin Financial Group is re
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
UBS today announced that five advisors in the firm's South Atlantic Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The South Atlantic Wealth Management Market is led by Market Executive Jake Shine and is part of the firm's Southeast Region, which is led by Regional Director Julie Fox. "It is incredibly gratifying to see our advisors acknowledged nationally. These advisors are some of the best in the business and we applaud each of them for this prestigious industry recognition," said Jake Shine, South Atlantic Market Executive at UBS. The advisors named to the list are: Bethesda, MD: Mary Stiles-Hendler Charlotte, NC: Candace C
UBS today announced that 11 advisors in the firm's Mid-Atlantic Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm's Southeast Region, which is led by Regional Director Julie Fox. "We are extremely proud to see so many of our advisors recognized nationally for their hard work and dedication to serving clients. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this prestigious industry acknowledgement," said Brendan Graham, Mid-Atlantic Market Executive at UBS. Among those recognized, UBS a
UBS today announced that 13 advisors in the firm's South Wealth Management Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The South Wealth Management Market is led by Market Executive Greg Achten and is part of the firm's Southeast Region, which is led by Regional Director Julie Fox. "We congratulate each of our advisors and are extremely pleased to see them acknowledged nationally for their unique talent and capabilities. We look forward to continuing to provide our advisors with the resources and platform they need to better serve clients," said Greg Achten, South Market Executive at UBS. The advisors named to the list are: Atlanta, GA: Kristi
UBS today announced that 13 advisors in the firm's Florida Market have been named to the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The Florida 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. "It is truly gratifying to see so many talented financial advisors in our region achieve this well-deserved industry recognition. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this momentous accomplishment," said Lane Strumlauf, Florida Market Executive at UBS. The advisors named to the list are: Aventura: Karleen Halliwell Boca Raton: Meryll Bangsil A
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 providing high net worth clients with bespoke financial services," said Lane Strumlauf, Florida Market Executive at UBS. "Our South Florida business has grown significantly in recent years and we are very excited to welcome Zach and his t
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 2/18/25 3/3/25 3/3/25 3/11/25 $0.2996 Quarterly 5.73% * 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 fou
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. The 19-member team, led by Michael Matthews, Tyler Matthews, Melanie Matthews, Kathryn Sciba, Tanner Peelen, Kim Muska, Mandy Ho, Shawn Meeks, Renee Hawkes and Mike Bockner, have been entrusted with over $3 billion in client investable assets. Together, they provide a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families. The team is known for
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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
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 FLOWS™ 103 Index SLVO: linked to the Credit Suisse Nasdaq Silv
UBS AG announced today the per-security amounts payable (collectively, the "Call Settlement Amounts") for the below seven UBS-issued exchange traded notes set forth in the following table (collectively, the "ETNs"). Table-1 ETN Ticker ETN Name and Prospectus Supplement [1] Call Settlement Amount CUSIP Call Settlement Date DJCB ETRACS Bloomberg Commodity Index Total Return℠ ETN Series B due October 31, 2039[2] $20.8636 90269A450 12/12/2024 WUCT ETRACS Whitney US Critical Technologies ETN due March 13, 2053 $36.2753 90278V222 12/12/2024 AMNA ETRACS Alerian Midstream Energy Index ETN due
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
UBS AG announced today that it will redeem all of the outstanding securities in each of the seven series of UBS-issued exchange traded notes set forth in the following table (collectively, the "ETNs"). UBS AG expects to deliver redemption notices with respect to each of the ETNs to holders of the applicable ETNs with Call Settlement Dates as set forth in the table below. Table-1 ETN Ticker ETN Name and Prospectus Supplement [1] CUSIP Call Settlement Date DJCB ETRACS Bloomberg Commodity Index Total ReturnSM ETN Series B due October 31, 2039[2] 90269A450 12/12/2024 WUCT ETRACS Whitney US Critical Technologies ETN due March 13, 20
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 Excha
MLPB: linked to the Alerian MLP Infrastructure Index, Series B AMNA: linked to the Alerian Midstream Energy Index AMND: linked to the Alerian Midstream Energy Dividend Index 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
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 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
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Morgan Stanley downgraded UBS AG from Overweight to Equal-Weight
Deutsche Bank upgraded UBS AG from Hold to Buy
Kepler upgraded UBS AG from Hold to Buy
BofA Securities resumed coverage of UBS AG with a rating of Neutral
Citigroup downgraded UBS AG from Buy to Neutral
Exane BNP Paribas downgraded UBS AG from Outperform to Neutral
Morgan Stanley upgraded UBS AG from Equal-Weight to Overweight
Societe Generale upgraded UBS AG from Hold to Buy
BofA Securities downgraded UBS AG from Buy to Neutral
RBC Capital Mkts upgraded UBS AG from Sector Perform to Outperform
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
ZURICH & BASEL, Switzerland--(BUSINESS WIRE)-- The UBS (NYSE:UBS) (SWX:UBSN) Board of Directors announced today that Beatrice Weder di Mauro is not standing for re-election to the Board of Directors of UBS Group AG and UBS AG. She has informed the Board of her decision to step down after serving since 2012. UBS Chairman Axel A. Weber: “We will miss Beatrice’s experience and expertise in international economic and financial matters. She has consistently provided important insight to the Board and to me personally. Over the last year, she has increasingly been called upon to advise international government institutions on the economic crisis resulting from COVID-19. We thank Beatri
ZURICH & BASEL, Switzerland--(BUSINESS WIRE)--Regulatory News: The UBS (NYSE:UBS) (SWX:UBSN) Board of Directors announced today that Beatrice Weder di Mauro is not standing for re-election to the Board of Directors of UBS Group AG and UBS AG. She has informed the Board of her decision to step down after serving since 2012. UBS Chairman Axel A. Weber: “We will miss Beatrice’s experience and expertise in international economic and financial matters. She has consistently provided important insight to the Board and to me personally. Over the last year, she has increasingly been called upon to advise international government institutions on the economic crisis resulting from COVID-19.
ZURICH, Switzerland--(BUSINESS WIRE)-- To accelerate and tighten the annual reporting cycle, the Board of Directors of UBS Group AG (NYSE:UBS) (SWX:UBSN) has decided to hold future Annual General Meetings (AGM) at the beginning of April. The earlier AGM date aligns with UBS’s intention to publish its annual report in early March. UBS's next AGM will therefore take place on Thursday, 8 April 2021, instead of 28 April 2021. For the following year, UBS plans to hold its AGM on 6 April 2022. Due to the ongoing COVID pandemic and related restrictions and uncertainty, the Board of Directors has decided to hold the 2021 AGM as a webcast again. Protecting the health of shareholders and e
ZURICH--(BUSINESS WIRE)--Regulatory News: To accelerate and tighten the annual reporting cycle, the Board of Directors of UBS Group AG (NYSE:UBS) (SWX:UBSN) has decided to hold future Annual General Meetings (AGM) at the beginning of April. The earlier AGM date aligns with UBS’s intention to publish its annual report in early March. UBS's next AGM will therefore take place on Thursday, 8 April 2021, instead of 28 April 2021. For the following year, UBS plans to hold its AGM on 6 April 2022. Due to the ongoing COVID pandemic and related restrictions and uncertainty, the Board of Directors has decided to hold the 2021 AGM as a webcast again. Protecting the health of shareholders and