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 |
|---|---|---|---|
| 4/20/2026 | Underweight → Equal Weight | Barclays | |
| 2/6/2026 | Buy → Neutral | Goldman | |
| 12/16/2025 | $60.30 | Neutral → Buy | BofA Securities |
| 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 |
Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.
Barclays upgraded UBS AG from Underweight to Equal Weight
BofA Securities upgraded UBS AG from Neutral to Buy and set a new price target of $60.30
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
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UBS today announced that Ella Curren has joined the firm as a Financial Advisor. Ella joins the UBS Manhattan Market, led by Market Executive Kellie Brady, and is based out of the firm's 1285 Avenue of the Americas office. She reports to Market Executive Kellie Brady and Market Director Demie Kommatas. "We're excited to welcome Ella to UBS and to our Manhattan Market," said Kellie Brady. "She brings a strong track record advising sophisticated clients as well as a client-first approach that aligns well with our platform. Her addition further strengthens our ability to deliver differentiated advice and solutions to our clients." Ella joins Two Rivers Private Wealth as a senior member of
John Houlihan named Market Executive for the South Market Tyler Hutchens named Market Executive for Greater Florida/Gulf Coast Market UBS Wealth Management USA today announced two leadership appointments in its Southeast Wealth Management Region. The Southeast Region, which has seen an influx of wealth in recent years, encompasses some of the nation's fastest growing wealth centers, including Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Atlanta, Miami, Palm Beach, Naples and Tampa, among others. John Houlihan has been named Market Executive for the South Market. He is responsible for overseeing the firm's Private Wealth Management and Wealth Management busine
UBS Investment Bank today announced the coupon payment 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 5/15/26 5/29/26 5/29/26 6/8/26 $0.3242 Quarterly 5.59% * 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 (annu
UBS Global Wealth Management US announced today that Michael R. Doren, a Financial Advisor in the firm's Florham Park, New Jersey office has been named to the Forbes Best-in-State Wealth Advisors list for 2026. "We are extremely proud to see Michael recognized on this prestigious list," said Joseph Lombardo, Market Director at UBS. "Michael has achieved an incredible level of success as a Financial Advisor through his dedication, focus, and commitment to his clients and community." Michael joined UBS in 2008 after 19 years at Smith Barney Shearson. With more than 35 years of experience, he focuses on helping clients simplify their financial lives through disciplined, personalized advice
ZURICH, May 18, 2026 /PRNewswire/ -- Chancen International has announced it has secured USD 29 million for its Future of Work Fund (the FWF). The FWF is a cutting-edge funding model that uses Income Share Agreements (ISAs) and will enable more than 15,000 young people to access quality education, offering an alternative to traditional debt-based student loans and reducing financing risks. This investment in the FWF includes a new commitment from the UBS Optimus Foundation and its developed and sponsored SDG Outcomes Fund, alongside a growing community of funders. The FWF's goal is to close at USD 33 million by the end of 2026."This funding milestone is a breakthrough for the youth in Africa,
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. "Seeing so many of our advisors earn national recognition is incredibly rewarding and it speaks directly to the commitment and effort they devote to client service each and every day," said Julie Fox, Regional Director, Southeast at UBS. "The entire UBS leadership team joins me in celebrating this well-deserved honor, and we remain dedicated to equipping our advisors and clients with the very best in wealth management." The advisors acknowledged by Barron's include: Barron's T
Michael Bonomo joins as Senior Market Director and Taylor Wan joins as Market Director, reporting to Market Executive Emily de la Reguera UBS today announced that Michael Bonomo has joined the firm as Senior Market Director and Taylor Wan has joined as Market Director in the San Francisco Market. Both will report to Emily de la Reguera, Market Executive for the San Francisco Market. In their new roles, Michael will be responsible for leading and growing UBS's Private Wealth Management business across the San Francisco market. Taylor will oversee UBS's East Bay offices, including Walnut Creek, Danville and Incline Village, with a focus on business growth, advisor development and deliveri
UBS today announced that Rick Penafiel will be joining the firm as Market Executive for South Florida, a newly established market reflecting the firm's continued growth and investment across Florida. Following the conclusion of his notice period, Rick will lead UBS's wealth management business in South Florida, which includes key wealth centers Miami, Aventura, Fort Lauderdale, Boca Raton and Palm Beach. Rick will report to Julie Fox, Southeast Regional Director, and will be based in Boca Raton. "We are thrilled to soon welcome Rick to our leadership team," said Julie Fox. "His deep expertise, leadership experience and consistent success in building and leading high-performing wealth ma
HDLB: linked to the Solactive US High Dividend Low Volatility Index SMHB: linked to the Solactive US Small Cap High Dividend Index PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the MVIS US Mortgage REITs Index GLDI: linked to the Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Nasdaq Silver FLOWS™ 106 Index USOI: linked to the 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 Traded Notes traded on NASDAQ (together, the "ETNs"). NYSE Ti
UBS today announced that Harlan S. Levinson and Louis F. Vargas have joined the firm as Financial Advisors. The Levinson Vargas Group joins the UBS Manhattan Market, led by Market Executive Kellie Brady, and is based in the firm's 299 Park Avenue location. They report to Market Director Demie Kommatas. "We're excited and proud to welcome Harlan and Louis to UBS," said Kellie Brady. "Their strong track records and deep commitment to client service make them a great fit for our Manhattan market as we continue to invest in top advisory talent." "Harlan and Louis bring extensive experience addressing complex client needs through sophisticated, customized solutions. Their client-first approa
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SCHEDULE 13G/A - UBS Group AG (0001610520) (Filed by)
SCHEDULE 13G/A - UBS Group AG (0001610520) (Filed by)
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SCHEDULE 13G/A - UBS Group AG (0001610520) (Filed by)
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Live Leadership Updates
UBS today announced that Rick Penafiel will be joining the firm as Market Executive for South Florida, a newly established market reflecting the firm's continued growth and investment across Florida. Following the conclusion of his notice period, Rick will lead UBS's wealth management business in South Florida, which includes key wealth centers Miami, Aventura, Fort Lauderdale, Boca Raton and Palm Beach. Rick will report to Julie Fox, Southeast Regional Director, and will be based in Boca Raton. "We are thrilled to soon welcome Rick to our leadership team," said Julie Fox. "His deep expertise, leadership experience and consistent success in building and leading high-performing wealth ma
UBS today announced that Jeremy Autry has joined the firm as a Market Director in the Manhattan Market. He will be based in UBS's 1285 Avenue of the Americas location and report to Manhattan Market Executive Kellie Brady. In his new role, Jeremy will partner closely with financial advisors and teams across the market to drive growth, strengthen collaboration and further enhance the client experience by leveraging the full breadth of UBS's global wealth management platform. "Jeremy is a proven leader with deep experience supporting advisors and helping them deliver thoughtful, client-centric solutions," said Kellie Brady. "His passion for financial planning and strategic leadership makes
UBS Global Wealth Management today announced that Justin Frame, Managing Director and Market Executive for the Pacific Desert Market, has been appointed additional responsibility of the UBS Tucson, Arizona, office. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251203039576/en/Justin Frame, Managing Director and Market Executive for the UBS Pacific Desert Market, has been appointed additional responsibility of the UBS Tucson, Arizona, office. Since June 2020, Justin has led the UBS Pacific Desert Market, comprising of 15 offices across Southern California, San Diego, the Inland Empire, Hawaii, and Arizona. He continues to oversee
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
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ZURICH, May 18, 2026 /PRNewswire/ -- Chancen International has announced it has secured USD 29 million for its Future of Work Fund (the FWF). The FWF is a cutting-edge funding model that uses Income Share Agreements (ISAs) and will enable more than 15,000 young people to access quality education, offering an alternative to traditional debt-based student loans and reducing financing risks. This investment in the FWF includes a new commitment from the UBS Optimus Foundation and its developed and sponsored SDG Outcomes Fund, alongside a growing community of funders. The FWF's goal is to close at USD 33 million by the end of 2026."This funding milestone is a breakthrough for the youth in Africa,
HDLB: linked to the Solactive US High Dividend Low Volatility Index SMHB: linked to the Solactive US Small Cap High Dividend Index PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the MVIS US Mortgage REITs Index GLDI: linked to the Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Nasdaq Silver FLOWS™ 106 Index USOI: linked to the 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 Traded Notes traded on NASDAQ (together, the "ETNs"). NYSE Ti
Regulatory News: This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260428614015/en/Sergio P. Ermotti quote UBS (NYSE:UBS) (SWX:UBSN): "In the first quarter we continued helping clients navigate a volatile and unpredictable geopolitical and market environment, leveraging the strength and breadth of our global, diversified franchise. We delivered excellent financial results and remain on track to deliver on our financial objectives for 2026. Having now successfully transferred all client accounts in Switzerland, we achieved another crucial milestone in one of the most complex integrations in banking history. We are confident in s
MLPB: linked to the Alerian MLP Infrastructure 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 SMHB: linked to the Solactive US Small Cap High Dividend Index PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the MVIS US Mortgage REITs Index GLDI: linked to the Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Nasdaq Silver FLOWS™ 106 Index USOI: linked to the Nasdaq W
HDLB: linked to the Solactive US High Dividend Low Volatility Index SMHB: linked to the Solactive US Small Cap High Dividend Index PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the MVIS US Mortgage REITs Index GLDI: linked to the Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Nasdaq Silver FLOWS™ 106 Index USOI: linked to the 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 Traded Notes traded on NASDAQ (together, the "ETNs"). NYSE Ticker E
HDLB: linked to the Solactive US High Dividend Low Volatility Index SMHB: linked to the Solactive US Small Cap High Dividend Index PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the MVIS US Mortgage REITs Index GLDI: linked to the Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Nasdaq Silver FLOWS™ 106 Index USOI: linked to the 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 Traded Notes traded on NASDAQ (together, the "ETNs"). NYSE Ti
MLPB: linked to the Alerian MLP Infrastructure 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 SMHB: linked to the Solactive US Small Cap High Dividend Index PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the MVIS US Mortgage REITs Index GLDI: linked to the Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Nasdaq Silver FLOWS™ 106 Index USOI: linked to the Nasdaq WTI Crude Oil FLOWS™ 10
HDLB: linked to the Solactive US High Dividend Low Volatility Index SMHB: linked to the Solactive US Small Cap High Dividend Index PFFL: linked to the Solactive Preferred Stock ETF Index CEFD: linked to the S-Network Composite Closed-End Fund Index MVRL: linked to the MVIS US Mortgage REITs Index GLDI: linked to the Nasdaq Gold FLOWS™ 103 Index SLVO: linked to the Nasdaq Silver FLOWS™ 106 Index USOI: linked to the 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 Traded Notes traded on NASDAQ (together, the "ETNs"). NYSE Ticker 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 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
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SC 13G - UBS Group AG (0001610520) (Subject)
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SC 13G/A - UBS Group AG (0001610520) (Filed by)
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