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 |
UBS Global Wealth Management US today announced that J. Mills-Pierre III has joined the firm as a Financial Advisor. Mills joins the UBS Manhattan Market, led by Market Executive Kellie Brady, and is based in the firm's 299 Park Avenue location. He reports to Market Director Neal Cooper and Associate Market Executive Demie Kommatas. "We're thrilled to welcome Mills to our team, and we look forward to supporting him as he continues to build and grow his career here at UBS," said Kellie Brady. "Mills' talent and dedication to clients make him a great addition as we build further our culture centered on delivering unparalleled financial advice and guidance to our clients." "Mills' extensiv
UBS Global Wealth Management US announced that Christopher Brolly has joined the firm as a Financial Advisor. He joins the UBS Greater New England Market, led by Market Executive James Ducey, and will report to Boston Wealth Management Senior Market Director Robert Covino. "Christopher brings a wealth of experience and a devout commitment to client service with him to UBS," said Robert Covino. "We are confident that his expertise will greatly benefit our clients and contribute to our continued success here in the greater Boston market. We are excited to welcome him to our team." Christopher has over 15 years of experience providing advice and financial planning services for high and ult
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 Global Wealth Management US today announced that Jack Heiss will join the firm as Market Director for its Tampa, Clearwater, St. Petersburg, Sarasota, and Winter Haven offices in Florida. He will begin his role at the conclusion of his notice period. These offices are part of the firm's Florida Wealth Management market led by Market Executive Lane Strumlauf, which is part of the firm's Southeast Region, led by Julie Fox. "We are very pleased to have a professional of Jack's caliber join our leadership team in these key Florida markets," said Lane. "Jack's decades of wealth management experience, deep roots in the Tampa area, and unique understanding of how advisors effectively serve
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
UBS Wealth Management US has announced that Belin Robertson has joined the firm as a Financial Advisor. He will be based in the UBS Irvine office, which is part of the firm's Pacific Desert Market, led by Market Executive Justin Frame. With more than 25 years of industry experience, Belin specializes in complex trust matters and sophisticated planning around liquidity events for clients and their families. He joins UBS after working for the past three years with Wilmington Trust. He previously spent a large portion of his career at other major firms such as Merrill Lynch and Neuberger Berman. "We are thrilled to welcome Belin Robertson to UBS. With his extensive experience in intricate
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 US today announced that William (Bill) Frisco has joined the firm as a Private Wealth Advisor and Senior Portfolio Manager in Houston. He is responsible for managing approximately $700 million in assets for ultra-high net worth individuals and families. "We are thrilled to welcome Bill to the UBS family," said Craig Vandegrift, Senior Market Director for Houston at UBS. "His vast experience and unwavering dedication to client education are invaluable assets. His addition strengthens our ability to deliver personalized advice and helps us continue to meet the evolving needs of our clients with care and precision." Bill has over 43 years of experience working with hi
UBS Wealth Management US today announced that Mellany Bagtas has joined the firm as a Financial Advisor in New York City. She will be based out of the firm's 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas. "We are excited to welcome Mellany to UBS," said Kellie Brady, Manhattan Market Executive at UBS. "Her dedication and perspective will be a great addition to our team. I am confident that she will be able to leverage the full suite of UBS's global capabilities to provide clients with the insights, resources and personalized strategies they need to pursue their goals, preserve their wealth and plan confidently for the future." "Mellany's extensive e
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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BofA Securities upgraded UBS AG from Underperform to Neutral
Morgan Stanley downgraded UBS AG from Equal-Weight to Underweight
Jefferies upgraded UBS AG from Hold to Buy
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
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
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SCHEDULE 13G - UBS Group AG (0001610520) (Filed by)
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
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
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
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
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