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 2020 (USD) 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD)

Global Wealth Management

17.04B 19.45B 18.97B 21.04B 24.53B

Asset Management

2.97B 2.62B 2.96B 2.64B 3.18B

Investment Bank

9.21B 9.49B 8.73B 8.47B 10.85B

Personal & Corporate Banking

3.65B 4.35B 4.26B 7.94B 8.93B

Non Core and Legacy

- - - 548M 1.54B

Group Items

-494M -360M -388M -839M -973M

Geographical breakdown of sales: UBS Group AG

Fiscal Period: December 2020 (USD) 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD)

Americas

11.7B 13.5B 13.8B - 16.8B

Switzerland

6.9B 7.9B 7.7B - 15.1B

Europe, Middle East and Africa (Excluding Switzerland)

6.5B 7B 7B - 7.7B

Asia Pacific

6B 6.5B 5.6B - 6.8B

Global

100M -300M 500M - 2.2B

Americas (Excluding USA)

1.3B 1B - - -

Executive Committee: UBS Group AG

Manager TitleAgeSince
Chief Executive Officer 65 2011-09-23
Director of Finance/CFO 61 2023-04-30
Compliance Officer 62 2025-12-31
Chief Operating Officer 49 2023-05-08
Compliance Officer 61 2018-10-31

Composition of the Board of Directors: UBS Group AG

Director TitleAgeSince
Director/Board Member 63 2017-05-03
Director/Board Member 68 2018-05-02
Director/Board Member 63 2018-05-02
Director/Board Member 73 2019-05-01
Director/Board Member 66 2019-05-01
Director/Board Member 68 2020-04-28
Director/Board Member 64 2021-04-07
Chairman 69 2022-04-05
Director/Board Member 60 2022-04-05
Director/Board Member 70 2024-04-23

Shareholders: UBS Group AG

NameEquities%Valuation
8.597 %
287,262,471 8.597 % 13 544 M CHF
Vanguard Fiduciary Trust Co.
4.163 %
139,105,725 4.163 % 6 559 M CHF
UBS Financial Services, Inc.
4.115 %
137,497,619 4.115 % 6 483 M CHF
Norges Bank (13F)
3.142 %
104,982,026 3.142 % 4 950 M CHF
MFS Investment Management Canada Ltd.
2.054 %
68,622,440 2.054 % 3 236 M CHF

Holdings: UBS Group AG

NameEquities%Valuation
287,262,471 8.6% 13 544 M $
1,055,005,761 11.64% 524 M $
6,949,805 4.72% 13 M $
783,000 3.6% 11 M $
2,225,599 0.46% 10 M $
279,666 0.92% 9 M $
749,950 4.54% 9 M $
1,374,557 1.17% 8 M $
10,852,713 1.26% 7 M $
3,230,000 3.98% 6 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
Investment Managers

Other Investment Management & Fund Operators

Change 5d. change 1-year change 3-years change Capi.($)
+1.48%-4.21%+7.03%+59.58% 129B
+1.50%+1.43%+10.02%+47.96% 166B
+0.39%+5.43%+13.15%+99.82% 107B
+1.34%+5.83%-15.43%+50.35% 84.89B
+2.46%-5.29%+34.04%+127.43% 81.03B
+1.30%+4.71%-16.00%+111.46% 47.67B
+1.36%-12.77%-13.24%+35.22% 43.25B
+1.31%-3.31%+29.05%+35.98% 35.71B
+1.50%-3.79%+32.15%+50.83% 27.28B
0.00%-0.75%+32.23%+26.53% 22.33B
Average +1.26%-1.78%+11.30%+64.51% 74.47B
Weighted average by Cap. +1.35%-0.67%+9.04%+68.57%