UBS (ADR) (UBS)
Combines global wealth management with a Swiss universal bank and client-focused investment banking.
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Provides global wealth management, Swiss personal and corporate banking, asset management and investment banking. Its wealth-centered model combines international client reach with a home-market universal bank, while the Credit Suisse integration adds scale, legacy positions and regulatory complexity.
Serves wealthy clients globally through Global Wealth Management, while Personal & Corporate Banking covers private, corporate and institutional customers in Switzerland. Asset Management and the Investment Bank add investment capabilities, financing and market access.
Runs a wealth-centered, client-focused model shaped after the financial crisis, with Swiss banking at its core and a smaller investment bank linked to client needs. The PaineWebber acquisition built its US wealth-distribution base, extending a lineage assembled from hundreds of firms.
Credit Suisse's acquisition expanded wealth, Swiss banking and asset management while adding Non-core and Legacy positions for wind-down. Operational integration remains in progress, alongside inherited litigation and regulatory matters and Swiss too-big-to-fail requirements.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Apr 20, 2026 | Barclays | Upgrade | ||
| Dec 16, 2025 | B of A Securities | Upgrade | ||
| Jun 3, 2025 | Jefferies | Upgrade | ||
| Mar 27, 2025 | B of A Securities | Downgrade | ||
| Jan 3, 2025 | Exane BNP Paribas | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $367.55B · Total debt $375.26B · Total assets $1.71T · Shareholders' equity $89.17B
- Revenue
- $19.61B
- Operating income
- $3.60B
- Net income
- $2.80B
HistoryDividendAnnual yield
| Institutions | 38.84% | 1.27B ADS | |
|---|---|---|---|
| 811 holders · as of Jun 30, 2026 | |||
| Other | 61.16% | 2.00B ADS | |
| remainder | |||
3.28B ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Some positions are filed in underlying shares, not receipts; the ratio is unknown, so no percentage.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
UBS Group AGInstitution | 3.27% | 107.14M ADS | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 2.99% | 98.08M ADS | as of Jun 30, 2026 |
Norges BankInstitution | 2.92% | 95.85M ADS | as of Jun 30, 2026 |
Fisher Asset Management, LLCInstitution | 1.98% | 64.92M ADS | as of Jun 30, 2026 |
Massachusetts Financial Services Co /MA/Institution | 1.92% | 62.93M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
- Morgan Stanley
Closest broad peer in wealth, investment management, and securities
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Global rival across private banking, asset management, and investment banking
- Bank of America
Major U.S. rival in wealth management, private banking, and global markets
- Goldman Sachs
Institutional and ultra-high-net-worth rival with leading markets franchises
- Deutsche Bank
European rival in wealth, asset management, corporate banking, and markets
- HSBC (ADR)
International wealth and wholesale-banking rival with particular Asian strength
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| UBS (ADR) | $47.84 | −2.75% | $161.24B | 17.4 | 11.9 | 2.1 | +15.6% |
| Morgan Stanley | $198.81 | −0.68% | $315.79B | 16.3 | 15.0 | 2.5 | +36.8% |
| JPMorgan Chase | $337.77 | −0.66% | $911.03B | 14.6 | 14.0 | 3.1 | +27.8% |
| Bank of America | $55.96 | −0.43% | $398.83B | 12.9 | 11.4 | 2.0 | +19.3% |
| Goldman Sachs | $937.68 | −1.24% | $280.11B | 14.7 | 13.5 | 2.4 | +39.5% |
| Deutsche Bank | $36.04 | −4.06% | $70.58B | 9.8 | 8.1 | 1.2 | +23.8% |
| HSBC (ADR) | $100.36 | −1.22% | $349.14B | 14.6 | 11.5 | 2.6 | +32.2% |
| Median | 14.6 | 12.5 | 2.4 | +30.0% |