Ticker name:UBSUBS Group AG

Country: CH-Sector: Financial Services, Industry: Banks - Diversified

UBS Group AG, a financial services giant headquartered in Zurich, Switzerland, since its founding in 1862 (and known as UBS AG until its name change in December 2014), delivers a comprehensive range of financial advice and solutions to a global clientele of private individuals, institutions, and corporations. The firm structures its operations across four primary business segments: The Global Wealth Management division caters specifically to affluent and ultra-high-net-worth clients. It provides sophisticated investment guidance, various lending products, including mortgages and securities-based loans, and extensive planning services encompassing estate and wealth management, philanthropy, corporate and banking services, and family advisory. Through its Personal & Corporate Banking arm, UBS supports individual clients with essential banking services like deposits, cards, and digital platforms, alongside financing, investment opportunities, and retirement solutions. For corporate and institutional clients, this division furnishes a wide array of solutions, spanning equity and debt capital market activities, syndicated and structured credit facilities, private placements, leasing, traditional financing, international trade and export finance, global custody, and transactional banking for payments and liquidity management. The Asset Management division specializes in a broad spectrum of investment strategies, encompassing equities, fixed income, hedge funds, real estate, and private market assets. It also crafts bespoke multi-asset solutions and offers expert advisory and fiduciary services, including multi-manager hedge fund solutions. Finally, the Investment Bank offers strategic counsel to clients on significant business ventures and assists them in securing capital for their operations. It facilitates the trading, sale, and financing of securities across global capital markets, while also aiding clients in risk management and liquidity optimization, and provides distinctive insights and research on key financial markets and various securities.

Market Cap 160B

Last close 51.5$

Key metrics

Largest 13 companies In Banks - Diversified

# PositionTickerCompany NameMarket CapLast PriceAction
1BACBANK OF AMERICA CORP /DE/429B60.42$
2RYROYAL BANK OF CANADA292B210.37$
3WFCWELLS FARGO & COMPANY/MN264B86.33$
4CCITIGROUP INC220B128.72$
5TDTORONTO DOMINION BANK199B120.5$
6UBSUBS Group AG160B51.5$
7BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A.143B25.12$
8CMCANADIAN IMPERIAL BANK OF COMMERCE /CAN/108B117.8$
9BNSBANK OF NOVA SCOTIA107B87.06$
10USBUS BANCORP DE98B63.14$
11INGING GROEP NV93B32.2$
12EWBCEAST WEST BANCORP INC18B133.92$
13FRBTForbright, Inc.957M19.26$