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: 1,03,177

Sales by Activity: UBS Group AG

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

Global Wealth Management

1.94TCr 1.9TCr 2.1TCr 2.45TCr 2.59TCr

Asset Management

261.6Cr 296.1Cr 263.9Cr 318.3Cr 315.5Cr

Non Core and Legacy

- - 55Cr 153.6Cr 16Cr

Investment Bank

948.8Cr 872.9Cr 847.1Cr 1.09TCr 1.22TCr

Personal & Corporate Banking

434.9Cr 426.3Cr 793.5Cr 893Cr 881.5Cr

Group Items

-36Cr -39Cr -84Cr -97Cr -119.2Cr

Geographical breakdown of sales: UBS Group AG

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

Americas

1.35TCr 1.38TCr - 1.68TCr 1.76TCr

Switzerland

790Cr 770Cr - 1.51TCr 1.58TCr

Europe, Middle East and Africa (Excluding Switzerland)

700Cr 700Cr - 770Cr 850Cr

Asia Pacific

650Cr 560Cr - 680Cr 800Cr

Americas (Excluding USA)

100Cr - - - -

Global

-30Cr 50Cr - 220Cr -40Cr

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
Chief Operating Officer 49 09/05/2023
Compliance Officer 61 01/11/2018

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 73 02/05/2019
Director/Board Member 66 02/05/2019
Director/Board Member 68 29/04/2020
Director/Board Member 64 08/04/2021
Chairman 69 06/04/2022
Director/Board Member 60 06/04/2022
Director/Board Member 70 24/04/2024

Shareholders: UBS Group AG

NameEquities%Valuation
8.597 %
28,72,62,471 8.597 % 11 901 M CHF
Vanguard Fiduciary Trust Co.
4.163 %
13,91,05,725 4.163 % 5 763 M CHF
UBS Financial Services, Inc.
4.115 %
13,74,97,619 4.115 % 5 697 M CHF
Norges Bank (13F)
3.142 %
10,49,82,026 3.142 % 4 349 M CHF
MFS Investment Management Canada Ltd.
2.054 %
6,86,22,440 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
28,72,62,471 8.6% 11 901 M $
1,05,50,05,761 11.64% 513 M $
69,49,805 4.72% 11 M $
22,25,599 0.46% 10 M $
13,74,557 1.17% 9 M $
1,08,52,713 1.26% 9 M $
2,79,666 0.92% 9 M $
7,83,000 3.6% 8 M $
7,49,950 4.54% 7 M $
32,30,000 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%-1.79%+6.05%+57.09% 12TCr
-1.67%-9.64%+3.92%+49.78% 15TCr
-2.72%-6.34%+13.71%+99.13% 9.36TCr
+1.47%-0.70%+39.03%+147.56% 7.94TCr
-1.38%-4.65%-10.38%+38.73% 7.29TCr
-1.20%-3.22%-6.18%+49.34% 4.16TCr
+0.68%-5.45%-20.40%+86.53% 4.01TCr
+2.82%+0.07%+45.16%+57.76% 3.42TCr
+2.12%-0.94%+39.06%+65.92% 2.56TCr
+0.05%-4.87%+26.65%+25.11% 2.06TCr
Average -0.26%-3.41%+13.66%+67.70% 6.79TCr
Weighted average by Cap. -0.87%-3.90%+10.25%+70.53%
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