Welcome to our dedicated page for UBS Group news (Ticker: UBS), a resource for investors and traders seeking the latest updates and insights on UBS Group stock.
UBS Group AG (symbol: UBS) is a multinational investment bank and financial services company based in Switzerland, with co-headquarters in Zürich and Basel. As the largest Swiss banking institution and the world's largest private bank, UBS maintains a robust presence in major financial centers globally.
The company excels in global wealth management, focusing on high and ultra-high-net-worth individuals. Its Swiss operations include traditional retail and commercial banking. UBS also leverages its investment bank and asset management arms to support its wealth management services, providing comprehensive solutions to third-party clients.
UBS's recent achievements include substantial investments in innovative technology ventures. Notably, UBS Next, the group's venture and innovation unit, recently invested in Synthesized Ltd, a data generation and provisioning platform. This partnership aims to enhance data management and security using advanced machine learning and automation technologies.
UBS's diversified offerings and strategic partnerships ensure cutting-edge services, catering to a broad clientele ranging from private individuals to large corporate entities. As of the fourth quarter of 2023, UBS manages an impressive USD 5.7 trillion in invested assets, further solidifying its status as a global financial powerhouse.
UBS shares are publicly traded on the SIX Swiss Exchange and the New York Stock Exchange (NYSE), reflecting the company's significant role in the international financial market.
UBS Investment Bank has announced coupon payments for its ETRACS Alerian MLP Index ETN Series B (NYSE Arca: AMUB). The Exchange Traded Note, which trades on the NYSE Arca, will distribute regular quarterly coupon payments to holders. The announcement clarifies that the Current Yield is calculated by annualizing the current Coupon Amount (multiplying by four) and dividing by the Closing Indicative Value of the ETN on its Coupon Valuation Date.
UBS emphasizes that the Current Yield should not be interpreted as a guarantee of future coupon payments, and investors are not guaranteed any coupon or distribution amounts under the ETN.
UBS's Matthews Group, a 19-member advisor team based in Bellevue, has achieved dual recognition on Forbes' prestigious lists: America's Top Wealth Management Teams – Private Wealth 2024 and Best-In-State Wealth Management Teams 2025. The team, managing over $3 billion in client investable assets, specializes in providing comprehensive financial advice to ultra-high net worth individuals, business owners, entrepreneurs, and multi-generational families.
The team's recognition is based on SHOOK Research's algorithm evaluating qualitative and quantitative metrics, including revenue trends, assets under management, and compliance records. The Forbes Best-In-State list features over 5,300 teams managing $7 trillion in assets, while the Top Wealth Management Teams Private Wealth list showcases 100 teams overseeing nearly $1.2 trillion.
UBS announced that 35 advisor teams in its Florida Wealth Management Market have been recognized on the 2025 Forbes Best-in-State Wealth Management Teams list. The Summit Group from Winter Park achieved the #1 ranking in Florida – North. The recognition spans across multiple Florida locations, including Winter Park, Boca Raton, Miami, Naples, and Tampa.
The Florida Wealth Management Market, led by Market Executive Lane Strumlauf and part of the Southeast Region under Regional Director Julie Fox, demonstrates UBS's strong presence in the state. The recognized teams are part of Forbes' third annual list, which features over 5,300 teams managing more than $7 trillion in assets collectively. Teams were selected based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.
UBS announced that 35 advisor teams in its Mid-Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The Mid-Atlantic Market, led by Market Executive Brendan Graham, is part of the firm's Southeast Region under Regional Director Julie Fox.
The recognition spans across multiple states including Delaware, Massachusetts, Maryland, New Jersey, Pennsylvania, Texas, and Washington D.C. The teams are part of the third annual Forbes ranking, which features over 5,300 teams collectively managing more than $7 trillion in assets. The ranking is based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.
UBS announced that 32 advisor teams in its South Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The teams, operating under Market Executive Greg Achten and Regional Director Julie Fox, represent various locations across Tennessee, Georgia, Louisiana, Mississippi, and South Carolina.
Notable among the recognized teams is Family Office Partners from Nashville, TN, which ranked #1 in Tennessee. The recognition is part of Forbes' third annual list, which features over 5,300 teams collectively managing more than $7 trillion in assets. The ranking criteria included qualitative and quantitative factors such as interviews, compliance records, and revenue generation for their firms.
UBS announced that 23 advisor teams in its South Atlantic Wealth Management Market have been recognized on the 2025 Forbes Best-in-State Wealth Management Teams list. The market, led by Market Executive Jake Shine under Regional Director Julie Fox's Southeast Region, saw notable recognition including Wickham Cash Partners ranking #1 in North Carolina – West.
The recognized teams span across multiple locations including Charlotte, Chapel Hill, Greensboro, Raleigh, Greenville, Winter Park, Bethesda, McLean, Norfolk, and Richmond. The Forbes list comprises over 5,300 teams managing collectively more than $7 trillion in assets. Teams were selected based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.
UBS reported a net profit of USD 0.8bn for Q4 2024 and USD 5.1bn for full-year 2024. The bank demonstrated strong client momentum with USD 18bn of net new assets in Global Wealth Management for Q4 and USD 97bn for FY24. Asset Management saw net new money of USD 33bn in Q4 and USD 45bn in FY24.
The company achieved all key integration milestones in 2024 following the Credit Suisse acquisition, delivering USD 3.4bn in gross cost savings for FY24. UBS maintained a strong capital position with a 14.3% CET1 capital ratio and proposed a dividend increase of 29% YoY to USD 0.90 per share.
Looking ahead, UBS plans to repurchase USD 1bn of shares in H1 2025 and aims for up to USD 2bn more in H2. The bank targets an underlying RoCET1 of ~15% and underlying cost/income ratio of <70% by end-2026.
UBS Wealth Management USA announced that The Stephens Group, led by private wealth advisors Jason Stephens and Michael Lundon in Naples, Florida, has been ranked No. 6 in Florida on the Forbes Best-In-State Wealth Management Teams list for 2025.
The third annual Forbes-SHOOK ranking evaluates over 5,300 teams managing combined assets of $7 trillion, using both qualitative criteria through interviews and quantitative data. The recognition adds to The Stephens Group's impressive track record, with Jason Stephens previously being featured on Forbes Best-In-State Wealth Advisors list (2018-2024), Forbes America's Top Wealth Advisors list (2017-2024), and Barron's Top 1,200 Financial Advisors list (2014-2024).
Due to the information provided in the press release fragment, I can only summarize that UBS has announced a collaboration with Engle Volatility Consulting , led by Nobel Laureate Dr. Robert F. Engle, to develop a methodology for volatility-controlled indices. The initiative aims to create rules-based systematic investment strategies for enhanced exposure to various underlying assets.
UBS Wealth Management US announced that their advisor team Montage Financial Group has been ranked #34 on the Forbes America's Top Wealth Management Teams Private Wealth list for 2024. The team, led by Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller and Jeff Nemechek, operates across Denver, Las Vegas, and Lincoln.
The team specializes in guiding ultra-high net worth and high net worth clients through complex wealth challenges, focusing on accounts with $10 million or higher. This recognition is part of Forbes' third annual ranking, which features 100 teams managing cumulative assets of nearly $1.2 trillion. The ranking was compiled by SHOOK Research using both quantitative and qualitative data, including interviews.
FAQ
What is the current stock price of UBS Group (UBS)?
What is the market cap of UBS Group (UBS)?
What is UBS Group AG?
What are the core businesses of UBS?
Where is UBS Group AG headquartered?
What recent investments has UBS made?
How much in assets does UBS manage?
On which stock exchanges are UBS shares listed?
What is UBS's approach to wealth management?
How does UBS support third-party clients?
What is UBS Next?
What is the significance of UBS's investment in Synthesized Ltd?
