Business description: UBS Group AG

UBS Group AG is a holding company that operates in four areas:

- wealth management (49.4% of revenues);

- investment banking (22.1%);

- retail and corporate banking (18.8%);

- asset management (6.4%);

- other (3.3%).

At the end of 2024, the group had USD 745.8 billion in current deposits and USD 580 billion in current loans.

Number of employees: 103,177

Sales by Activity: UBS Group AG

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Global Wealth Management

19.45B 18.97B 21.04B 24.53B 25.91B

Asset Management

2.62B 2.96B 2.64B 3.18B 3.16B

Non Core and Legacy

- - 548M 1.54B 155M

Investment Bank

9.49B 8.73B 8.47B 10.85B 12.21B

Personal & Corporate Banking

4.35B 4.26B 7.94B 8.93B 8.82B

Group Items

-360M -388M -839M -973M -1.19B

Geographical breakdown of sales: UBS Group AG

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Americas

13.5B 13.8B - 16.8B 17.6B

Switzerland

7.9B 7.7B - 15.1B 15.8B

Europe, Middle East and Africa (Excluding Switzerland)

7B 7B - 7.7B 8.5B

Asia Pacific

6.5B 5.6B - 6.8B 8B

Americas (Excluding USA)

1B - - - -

Global

-300M 500M - 2.2B -400M

Executive Committee: UBS Group AG

Manager TitleAgeSince
Chief Executive Officer 65 24/09/2011
Director of Finance/CFO 61 01/05/2023
Compliance Officer 62 01/01/2026
Compliance Officer 61 01/11/2018
Investor Relations Contact - 01/11/2021

Composition of the Board of Directors: UBS Group AG

Director TitleAgeSince
Director/Board Member 63 04/05/2017
Director/Board Member 68 03/05/2018
Director/Board Member 63 03/05/2018
Director/Board Member 68 29/04/2020
Director/Board Member 64 08/04/2021
Chairman 69 06/04/2022
Director/Board Member 70 24/04/2024
Director/Board Member 64 10/04/2025
Director/Board Member 48 10/04/2025
Director/Board Member - -

Shareholders: UBS Group AG

NameEquities%Valuation
8.597 %
287,262,471 8.597 % 11 223 M CHF
Vanguard Fiduciary Trust Co.
4.163 %
139,105,725 4.163 % 5 435 M CHF
UBS Financial Services, Inc.
4.115 %
137,497,619 4.115 % 5 372 M CHF
Norges Bank (13F)
3.142 %
104,982,026 3.142 % 4 102 M CHF
MFS Investment Management Canada Ltd.
2.054 %
68,622,440 2.054 % 2 681 M CHF
NameEquities%Valuation
Empiricus Gestao De Recursos Ltda.
0.000171 %
5,725 0.000171 % 220 385 CHF

Holdings: UBS Group AG

NameEquities%Valuation
287,262,471 8.6% 11 223 M $
94,855,126 8.3% 208 M $
1,374,557 1.17% 11 M $
10,852,713 1.26% 11 M $
2,225,599 0.46% 10 M $
6,949,805 4.72% 9 M $
783,000 3.6% 8 M $
279,666 0.92% 8 M $
749,950 4.54% 5 M $
3,230,000 3.98% 5 M $

Company details: UBS Group AG

UBS Group AG

Bahnhofstrasse 45

8001, Zurich

+41 44 234 11 11

http://www.ubs.com
address UBS Group AG(UBSG)

Group companies: UBS Group AG

NameCategory and Sector
Regional Banks
Miscellaneous Commercial Services
Investment Managers
Regional Banks
Regional Banks

Other Investment Management & Fund Operators

Change 5d. change 1-year change 3-years change Capi.($)
+0.80%+3.24%+46.93%+80.40% 133B
-2.26%+2.33%+18.38%+48.26% 159B
-1.45%+7.58%+39.59%+117.64% 103B
+2.18%+4.87%+78.05%+190.85% 92.8B
-0.86%+6.76%-0.09%+48.49% 78.03B
-1.96%+1.34%-0.92%+48.33% 41.62B
-0.59%+2.46%+78.20%+77.31% 39.31B
+1.37%+4.91%-31.41%+66.96% 38.37B
+0.45%+2.71%+79.31%+78.31% 29.05B
+0.10%+9.59%+30.62%+21.29% 21.34B
Average -0.24%+4.13%+33.87%+77.79% 73.52B
Weighted average by Cap. -0.43%+4.52%+34.34%+84.72%
Trader
Investor
-
Global
-
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
17
Last Close Price
33.64CHF
Average target price
37.56CHF
Spread / Average Target
+11.65%

Quarterly revenue - Rate of surprise