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: 101,594

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 66 2011-09-23
Director of Finance/CFO 61 2023-04-30
Compliance Officer 62 2025-12-31
Chief Operating Officer - 2025-12-31
Investor Relations Contact - 2021-10-31

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 62 2018-05-02
Director/Board Member 68 2020-04-28
Director/Board Member 64 2021-04-07
Chairman 69 2022-04-05
Director/Board Member 70 2024-04-23
Director/Board Member 64 2025-04-09
Director/Board Member 48 2025-04-09
Director/Board Member 68 2026-04-14

Shareholders: UBS Group AG

NameEquities%Valuation
8.597 %
287,262,471 8.597 % 12 611 M CHF
Norges Bank (13F)
3.142 %
104,982,026 3.142 % 4 609 M CHF
UBS Financial Services, Inc.
3.108 %
103,866,429 3.108 % 4 560 M CHF
Vanguard Capital Management LLC
2.911 %
97,263,943 2.911 % 4 270 M CHF
Fisher Asset Management LLC
1.977 %
66,074,238 1.977 % 2 901 M CHF
NameEquities%Valuation
Empiricus Gestao De Recursos Ltda.
0.000176 %
5,897 0.000176 % 258 988 CHF

Holdings: UBS Group AG

NameEquities%Valuation
287,262,471 8.6% 12 611 M $
1,374,557 0.62% 14 M $
783,000 3.6% 11 M $
7,206,282 4.89% 10 M $
2,225,599 0.46% 9 M $
279,666 0.92% 8 M $
3,230,000 3.98% 7 M $
749,950 4.54% 6 M $
2,894,329 0.68% 5 M $
339,840 0.57% 997 590 $

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.($)
-0.69%+2.68%+29.62%+109.55% 139B
-2.00%-0.27%+9.31%+70.69% 168B
-4.00%-2.64%+12.56%+130.78% 102B
-0.71%+3.46%+49.91%+240.36% 92.67B
-2.76%-2.98%-20.96%+56.72% 76.56B
-0.59%+2.25%+55.51%+129.30% 42.3B
-0.35%+1.04%-10.25%+59.76% 42.29B
-0.27%+2.15%+51.86%+135.26% 30.32B
+4.64%-14.67%-44.39%+17.21% 29.97B
-0.39%-3.15%+4.03%-2.01% 21.86B
Average -0.71%-1.16%+13.72%+94.76% 74.46B
Weighted average by Cap. -1.39%-0.18%+16.42%+106.89%
Trader
Investor
-
Global
-
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
17
Last Close Price
35.97CHF
Average target price
38.95CHF
Spread / Average Target
+8.29%

Quarterly revenue - Rate of surprise