UBS Group AG

Alpha Score of 64 reflects moderate overall profile with strong momentum, poor value, moderate quality, strong sentiment.

UBS Group AG is a Swiss multinational investment bank and financial services firm headquartered in Zurich and Basel, established in 1998 through the merger of Union Bank of Switzerland and Swiss Bank Corporation. As the world's largest private bank and truly global wealth manager, it oversees over $7 trillion in assets under management, serving high-net-worth individuals, including approximately half of the world's billionaires, alongside corporate and institutional clients across more than 40 countries. The firm operates through four core divisions: Global Wealth Management, providing bespoke investment advice and solutions; Personal & Corporate Banking, offering retail and commercial services primarily in Switzerland to 2.5 million clients via 279 branches and digital platforms; Asset Management, managing $781 billion in invested assets as a leading European fund house; and Investment Bank, delivering advisory, trading, and market-making in equities, fixed income, and precious metals. UBS strengthened its position with the 2023 acquisition of Credit Suisse, enhancing scale and capabilities while integrating operations for sustained growth. Renowned for banking secrecy and global reach in the Americas, EMEA, and Asia-Pacific, UBS maintains underground vaults for secure storage and upholds a capital-generative model focused on risk discipline and client-centric innovation.