Company UBS Group AG

Equities

UBSG

CH0244767585

Investment Management & Fund Operators

Business description: UBS Group AG

Sales by Activity: UBS Group AG

Geographical breakdown of sales: UBS Group AG

Managers: UBS Group AG

Members of the board: UBS Group AG

Shareholders: UBS Group AG

Holdings: UBS Group AG

Company details: UBS Group AG

Group companies: UBS Group AG

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Sector

Market Closed - Swiss Exchange Other stock markets 11:30:46 2024-12-02 am EST			5-day change	1st Jan Change
28.56 ^CHF	+0.28%		+0.74%	+9.43%

Dec. 01	UBS capital requirements should be proportionate, minister says	RE
Nov. 29	UBS AG : RBC reiterates its Buy rating	ZD

UBS Group AG is a holding company that operates in four areas:

- wealth management (50.9% of revenues);

- investment banking (20.8%);

- retail and corporate banking (20.2%);

- asset management (6.3%);

- other (1.8%).

At the end of 2023, the group had USD 792 billion in current deposits and USD 639.8 billion in current loans.

Number of employees: 109,396

Fiscal Period: December	2019	2020	2021	2022	2023
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

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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	-

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Director	Title	Age	Since
Sergio Ermotti CEO	Chief Executive Officer	64	2011-09-23
Todd Tuckner DFI	Director of Finance/CFO	59	2023-04-30
Mike Dargan COO	Chief Operating Officer	47	2023-05-08
Markus Ronner CMP	Compliance Officer	59	2018-10-31
Sarah Mackey IRC	Investor Relations Contact	-	-

See UBS GROUP AG governance

Manager	Title	Age	Since
Julie Richardson BRD	Director/Board Member	61	2017-05-03
Jeremy Anderson BRD	Director/Board Member	66	2018-05-02
Zu Liu Hu BRD	Director/Board Member	60	2018-05-02
William Dudley BRD	Director/Board Member	71	2019-05-01
Kai Yuan Wong BRD	Director/Board Member	64	2019-05-01
Nathalie Rachou BRD	Director/Board Member	67	2020-04-28
Mark Hughes BRD	Director/Board Member	66	2020-04-28
Claudia Boeckstiegel BRD	Director/Board Member	60	2021-04-07
Patrick Firmenich BRD	Director/Board Member	62	2021-04-07
Thomas Kelleher CHM	Chairman	67	2022-04-05

Composition of the Board of Directors

Name	Equities	%	Valuation
UBS GROUP AG 7.314 %	253,233,437	7.314 %	7 769 M CHF
Norges Bank Investment Management 5.004 %	173,245,736	5.004 %	5 315 M CHF
Norges Bank (13F) 4.861 %	168,288,869	4.861 %	5 163 M CHF
UBS Financial Services, Inc. 4.296 %	148,747,678	4.296 %	4 564 M CHF
Vanguard Fiduciary Trust Co. 3.656 %	126,590,440	3.656 %	3 884 M CHF

List of UBS GROUP AG shareholders

Name	Equities	%	Valuation
UBS GROUP AG 7.31%	253,233,437	7.31%	7,769,201,847 $
AMOY DIAGNOSTICS CO., LTD. 1.57%	6,237,438	1.57%	21,160,633 $
PROCREDIT HOLDING AG 2.99%	1,762,609	2.99%	15,499,961 $
TIANJIN PORT HOLDINGS CO., LTD. 0.46%	13,358,092	0.46%	9,010,968 $
BANG & OLUFSEN A/S 5.07%	6,218,796	5.07%	8,318,946 $
SAMAIDEN GROUP 0.92%	3,860,833	0.92%	890,501 $
WELLCALL HOLDINGS 0.51%	2,557,500	0.51%	887,734 $
PESTECH INTERNATIONAL 1.97%	19,547,900	1.97%	580,377 $

UBS Group AG

Bahnhofstrasse 45

8001, Zurich

+41 44 234 11 11

http://www.ubs.com

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

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Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi. ($)
UBS GROUP AG	+0.28%	+0.92%	+15.07%	+76.68%	103B
BLACKROCK, INC.	-0.49%	-0.96%	+35.71%	+14.01%	158B
APOLLO GLOBAL MANAGEMENT, INC.	-1.02%	+3.75%	+87.54%	+146.07%	99.03B
BROOKFIELD CORPORATION	+0.45%	+6.11%	+77.15%	+21.54%	92.64B
BANK OF NEW YORK MELLON CORPORATION (THE)	-0.93%	+1.21%	+66.52%	+49.82%	59.53B
AMERIPRISE FINANCIAL, INC.	-1.50%	-1.17%	+58.68%	+98.42%	55.68B
3I GROUP PLC	+0.46%	+4.40%	+65.75%	+159.92%	45.44B
STATE STREET CORPORATION	-0.49%	+0.54%	+32.62%	+10.62%	28.88B
T. ROWE PRICE GROUP, INC.	-0.16%	+3.17%	+20.68%	-36.93%	27.51B
BROOKFIELD ASSET MANAGEMENT LTD.	-0.16%	+3.46%	+64.84%	-	24.13B
Average	-0.36%	+2.62%	+52.46%	+60.02%	69.41B
Weighted average by Cap.	-0.36%	+2.42%	+52.32%	+62.05%

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