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 |
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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 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"), which are currently listed on NYSE Arca. 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 IWDL ETRACS 2x Leveraged US Value Factor TR ETN due February 9, 2051[2] 90278V107 08/19/2026 IWFL ETRACS 2x Leveraged US Growth Factor
UBS today announced that Samuel Duckett has joined the firm as a Financial Advisor in its Austin, Texas office. Samuel joins UBS’s Central Region, led by Jon Ramey, and will report to Market Executive Tommy Stacy and Market Director Jeff Bidstrup. Samuel joins UBS from Morgan Stanley, where he spent the past six years advising individuals and families on wealth management strategies. At UBS, he will partner with Financial Advisor Will Lawes, who joined the firm two years ago, to continue serving clients with a personalized and comprehensive approach to wealth management. "We are excited to welcome Samuel to UBS," said Jeff Bidstrup. "He has built a strong reputation for helping clients
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 FLOWSTM 103 Index SLVO: linked to the Nasdaq Silver FLOWSTM 106 Index USOI: linked to the Nasdaq
UBS Wealth Management today announced the recent hiring of several financial advisors and teams in its Southeast Region who collectively manage more than $2 billion in assets. The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale. The firm's Southeast Region is led by Regional Director Julie Fox. "These advisors have been building relationships in their communities for years and this combination of talent and local ties is exactly what we are looking for as we continue to grow our business and attract top talent," said Fox. "These cities have seen a significant influx of ultra-high net worth and high net worth individuals in
UBS Wealth Management today announced that Financial Advisor Adam Conish has joined the firm in Philadelphia. He manages approximately $1.2 billion in assets. Conish joins the UBS Mid-Atlantic Market, which is led by Market Executive Brendan Graham and is part of the firm's Southeast Region, led by Regional Director Julie Fox. Conish reports to Patricia Cashin, Senior Market Director for the Greater Philadelphia area. "We are delighted to welcome Adam to UBS," said Brendan Graham, Mid-Atlantic Market Executive at UBS. "Our world class wealth management platform is built on cutting edge resources and productive advisors like Adam. We look forward to supporting him in this important and g
UBS Wealth Management US announced today that three of its financial advisors in California and Hawaii in the UBS Pacific Desert Market have been named to the Barron's Top 1,500 Financial Advisors rankings list for 2026. They include: La Jolla, California: Braydon Hamilton, CFP®, CIMA® (also on the Barron's Top 1,500 Financial Advisors list in 2025 and 2024), with 20+ years of experience, and specializing in financial planning and equity portfolio analysis to help clients build diversified portfolios customized to their unique financial plan. Honolulu: Matthew Megorden, CFP®, CIMA® (also on the Barron's Top 1,500 Financial Advisors list in 2025 and 2024) and with extensive experienc
UBS Wealth Management US announced today that six of its financial advisors in Phoenix in the Pacific Desert Market have been named to the Barron's Top 1,500 Financial Advisors rankings list for 2026. They include: Brad Howell, also recognized on the list in 2025 and 2024 Steven Schultz, also recognized on the list in 2025 and 2024 Stockton Schultz, also recognized on the list in 2025 Ryan Moore Scott MacDonald The Arizona UBS Wealth Management teams are led by UBS Executive Director Ryan Lurie. "This achievement reflects their commitment to delivering exceptional service and is a testament to the strength of their practices, the trust they have built with their client
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 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
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Live finance-specific insights
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"), which are currently listed on NYSE Arca. 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 IWDL ETRACS 2x Leveraged US Value Factor TR ETN due February 9, 2051[2] 90278V107 08/19/2026 IWFL ETRACS 2x Leveraged US Growth Factor
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 FLOWSTM 103 Index SLVO: linked to the Nasdaq Silver FLOWSTM 106 Index USOI: linked to the Nasdaq
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
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
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