Business description: UBS Group AG
UBS Group AG is a holding company that operates in four areas:
- wealth management (54.3% of revenues);
- investment banking (24.9%);
- retail and corporate banking (12.3%);
- asset management (8.5%).
At the end of 2022, the group had CHF 525.1 billion in current deposits and CHF 387.2 billion in current loans.
Operating income breaks down geographically as follows: Switzerland (22.3%), Europe/Middle East/Africa (20.2%), Americas (39.9%), Asia/Pacific (16.2%) and other (1.4%).
Sales by Activity: UBS Group AG
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
UBS Business Divisions and Group Functions - Global Wealth Management | 16.35B | 17.04B | 19.45B | 18.97B | 21.04B |
Asset Management | 1.94B | 2.97B | 2.62B | 2.96B | 2.64B |
Investment Bank | 7.27B | 9.21B | 9.49B | 8.73B | 8.47B |
Personal & Corporate Banking | 3.72B | 3.65B | 4.35B | 4.26B | 7.94B |
Non Core and Legacy | - | - | - | - | 548M |
Group Items | -385M | -494M | -360M | -388M | -839M |
See all business segments
Geographical breakdown of sales: UBS Group AG
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|
Europe, Middle East and Africa (Excluding Switzerland) | 5.8B | 6.5B | 7B | 7B | - |
Americas (Excluding USA) | 1.1B | 1.3B | 1B | - | - |
United States | 10.9B | 11.7B | 13.5B | - | - |
Global | -400M | 100M | -300M | 500M | - |
Switzerland | 6.7B | 6.9B | 7.9B | 7.7B | - |
Asia Pacific | 4.7B | 6B | 6.5B | 5.6B | - |
Americas | - | - | - | 13.8B | - |
See all geographic segments
Managers: UBS Group AG
| Director | Title | Age | Since |
|---|---|---|---|
Sergio Ermotti CEO | Chief Executive Officer | 64 | 11-09-23 |
Todd Tuckner DFI | Director of Finance/CFO | 59 | 03-12-31 |
Mike Dargan COO | Chief Operating Officer | 47 | 20-07-07 |
Markus Ronner CMP | Compliance Officer | 59 | 18-10-31 |
Sarah Mackey IRC | Investor Relations Contact | - | - |
See UBS GROUP AG governance
Members of the board: UBS Group AG
| Manager | Title | Age | Since |
|---|---|---|---|
Julie Richardson BRD | Director/Board Member | 61 | 17-05-03 |
Jeremy Anderson BRD | Director/Board Member | 66 | 18-05-02 |
Zu Liu Hu BRD | Director/Board Member | 60 | 18-05-02 |
William Dudley BRD | Director/Board Member | 71 | 19-05-01 |
Kai Yuan Wong BRD | Director/Board Member | 64 | 19-05-01 |
Nathalie Rachou BRD | Director/Board Member | 67 | 20-04-28 |
Mark Hughes BRD | Director/Board Member | 66 | 20-04-28 |
Claudia Boeckstiegel BRD | Director/Board Member | 60 | 21-04-07 |
Patrick Firmenich BRD | Director/Board Member | 62 | 21-04-07 |
Thomas Kelleher CHM | Chairman | 67 | 22-04-05 |
Composition of the Board of Directors
Holdings: UBS Group AG
| Name | Equities | % | Valuation |
|---|---|---|---|
UBS GROUP AG 7.31% | 253,233,437 | 7.31% | 7,789,460,522 $ |
ABRDN INCOME CREDIT STRATEGIES FUND 45.61% | 729,772 | 45.61% | 17,222,619 $ |
PROCREDIT HOLDING AG 2.99% | 1,762,609 | 2.99% | 16,700,826 $ |
AMOY DIAGNOSTICS CO., LTD. 1.57% | 6,237,438 | 1.57% | 16,587,531 $ |
TIANJIN PORT HOLDINGS CO., LTD. 0.46% | 13,358,092 | 0.46% | 8,197,861 $ |
SAMAIDEN GROUP 0.92% | 3,860,833 | 0.92% | 1,027,175 $ |
WELLCALL HOLDINGS 0.51% | 2,557,500 | 0.51% | 869,755 $ |
PESTECH INTERNATIONAL 1.97% | 19,547,900 | 1.97% | 768,819 $ |
91.59% | 196 | 91.59% | 2,638 $ |
Company details: UBS Group AG
Group companies: UBS Group AG
| Name | Category and Sector |
|---|---|
Credit Suisse Securities (USA) LLC Credit Suisse Securities (USA) LLC Regional BanksFinance Credit Suisse Securities (USA) LLC provides a variety of capital raising, market making, advisory and brokerage services for governments, financial institutions, high-net-worth individuals, and corporate clients and affiliates. It is also a primary dealer in U.S. government securities and an underwriter, placement agent, and dealer for money market instruments, commercial paper, mortgage and other assetbacked securities, as well as a range of debt, equity and other convertible securities of corporations and other issuers. The company was founded on January 3, 2003 and is headquartered in New York, NY. | Regional Banks |
UBS Asset Management (Hong Kong) Ltd. UBS Asset Management (Hong Kong) Ltd. Investment ManagersFinance UBS Asset Management (Hong Kong) Ltd. (UBS-HK) is the wholly-owned, Hong Kong-based investment management subsidiary of UBS Asset Management AG, ultimately held by UBS Group AG (SWX: UBSG), a multinational investment bank and financial services company headquartered in Switzerland. Founded in 1992, UBS-HK provides investment management services for institutional and wholesale intermediaries primarily located in Greater China. The firm is the local representative for the funds managed within the parent group, covering both traditional and alternative strategies. | Investment Managers |
UBS Bank USA UBS Bank USA Regional BanksFinance UBS Bank USA engages in the provision of banking services. Its products and services include insured deposit accounts1, securities backed lending services, residential mortgages, and credit cards. The company is headquartered in Salt Lake City, UT. | Regional Banks |
UBS Third Party Management Co. SA UBS Third Party Management Co. SA Investment ManagersFinance Part of UBS Group AG, UBS Third Party Management Co. SA is a Luxembourger company. The company is located in Luxembourg. | Investment Managers |
A&Q Global Alpha Strategies Ltd | Investment Trusts/Mutual Funds |
See all subsidiaries
Other Investment Management & Fund Operators
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