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

Composition of the Board of Directors: UBS Group AG

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

Shareholders: UBS Group AG

NameEquities%Valuation
8.597 %
287,262,471 8.597 % 11 901 M CHF
Vanguard Fiduciary Trust Co.
4.163 %
139,105,725 4.163 % 5 763 M CHF
UBS Financial Services, Inc.
4.115 %
137,497,619 4.115 % 5 697 M CHF
Norges Bank (13F)
3.142 %
104,982,026 3.142 % 4 349 M CHF
MFS Investment Management Canada Ltd.
2.054 %
68,622,440 2.054 % 2 843 M CHF
NameEquities%Valuation
Empiricus Gestao De Recursos Ltda.
0.000171 %
5,725 0.000171 % 242 805 CHF

Holdings: UBS Group AG

NameEquities%Valuation
287,262,471 8.6% 11 901 M $
1,055,005,761 11.64% 513 M $
6,949,805 4.72% 11 M $
2,225,599 0.46% 10 M $
1,374,557 1.17% 9 M $
10,852,713 1.26% 9 M $
279,666 0.92% 9 M $
783,000 3.6% 8 M $
749,950 4.54% 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
Miscellaneous Commercial Services
Investment Managers
Regional Banks
Regional Banks

Other Investment Management & Fund Operators

Change 5d. change 1-year change 3-years change Capi.($)
-0.72%-2.78%+8.93%+57.09% 121B
-1.67%-9.35%+4.48%+49.78% 150B
-2.72%-6.63%+14.91%+99.13% 93.63B
+1.47%-1.07%+44.50%+147.56% 79.44B
-1.38%-4.47%-9.96%+38.73% 72.92B
-1.20%-3.89%-5.72%+49.34% 41.59B
+0.68%-7.44%-20.18%+86.53% 40.13B
+2.82%-0.43%+46.99%+57.76% 34.16B
+2.12%-2.87%+44.53%+65.92% 25.64B
+0.05%-2.20%+26.65%+25.11% 20.62B
Average +0.13%-3.51%+15.51%+67.70% 67.95B
Weighted average by Cap. -0.25%-4.12%+12.08%+70.53%
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