UBS Group AG (UBS)
At December 31, 2025 it held $231.4B in cash.
Key facts about UBS Group AG
- Net worth
- UBS Group AG has a market value (market cap) of $152.6B at the latest share price, and shareholders' equity of $90.2B on its balance sheet at December 31, 2025. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2021 revenue was $35.4B (+7.0% year on year), with net income of $7.5B.
- Cash flow
- In fiscal 2025 operations brought in $21.9B of cash.
What UBS Group AG does
UBS Group is a financial services company headquartered in Switzerland. It provides wealth management, personal and corporate banking, asset management, and investment banking services. Its clients include high-net-worth individuals, retail banking customers, corporations, and institutional investors seeking advisory, lending, and asset custody services. Its shares trade on NYSE under the ticker UBS.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | n/a | $7.8B | $2.36 | n/a |
| 2024 | n/a | $5.1B | $1.52 | n/a |
| 2023 | n/a | $27.4B | $8.30 | n/a |
| 2022 | n/a | $7.7B | $2.25 | n/a |
| 2021 | $35.4B | $7.5B | $2.06 | n/a |
| 2020 | $33.1B | $6.6B | $1.77 | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Latest SEC filings
What UBS Group AG has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Passive stake (5% or more) SCHEDULE 13G
- November 4, 2026Passive stake changed SCHEDULE 13G/A
- November 4, 2026Passive stake changed SCHEDULE 13G/A
- November 4, 2026Passive stake changed SCHEDULE 13G/A
- November 3, 2026Passive stake changed SCHEDULE 13G/A
- October 29, 2026Passive stake changed SCHEDULE 13G/A
- October 29, 2026Passive stake changed SCHEDULE 13G/A
- October 29, 2026
- October 28, 2026
- October 28, 2026
Insider trades
What the people running UBS Group AG did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
Who owns UBS
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| UBS Group AG13G, passive | 8.1% | August 5, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 121 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Wendel SE | 62,975,396 | 0 |
| Korea Investment CORP | 21,666,802 | 0 |
| UBS Group AG | 18,686,827 | +2,195,196 |
| FIL Ltd | 10,750,000 | +7,502,000 |
| PSquared Asset Management AG | 4,321,436 | -22,351 |
| Hsbc Holdings PLC | 4,150,784 | +88,731 |
| Qube Research & Technologies Ltd | 4,107,732 | +429,012 |
| Quaker Capital Investments, LLC | 3,824,422 | -692,584 |
| Alliancebernstein L.P. | 3,024,003 | +2,150,024 |
| Arrowstreet Capital, Limited Partnership | 2,711,028 | +124,883 |
| Millennium Management LLC | 2,467,671 | +1,327,324 |
| Renaissance Technologies LLC | 1,649,726 | -608,374 |
| AQR Arbitrage LLC | 1,486,799 | +81,937 |
| Goldman Sachs Group Inc | 1,421,228 | -63,423 |
| Squarepoint Ops LLC | 1,149,563 | +433,811 |
| OMERS ADMINISTRATION Corp | 1,110,350 | +608,600 |
| Groupe la Francaise | 917,096 | +297,298 |
| Charles Schwab Investment Management Inc | 853,173 | -223,066 |
| LMR Partners LLP | 810,099 | +746,033 |
| Morgan Stanley | 772,031 | -778,515 |
Insiders
Questions about UBS
What does UBS Group AG do?
UBS Group is a financial services company headquartered in Switzerland. It provides wealth management, personal and corporate banking, asset management, and investment banking services. Its clients include high-net-worth individuals, retail banking customers, corporations, and institutional investors seeking advisory, lending, and asset custody services. Its shares trade on NYSE under the ticker UBS.
What is UBS Group AG's net worth?
UBS Group AG has a market value (market cap) of $152.6B at the latest share price, and shareholders' equity of $90.2B on its balance sheet at December 31, 2025. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is UBS Group AG profitable?
Yes. In fiscal 2025 it reported net income of $7.8B.
When did UBS Group AG last report?
Its newest filing of any kind is the passive stake (5% or more) from November 5, 2026.
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Where the numbers come from
Financial figures are the values UBS Group AG tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.