Welcome to our dedicated page for UBS Group news (Ticker: UBS), a resource for investors and traders seeking the latest updates and insights on UBS Group stock.
UBS Group AG reports news on a global financial institution built around wealth management, Swiss universal banking, asset management and focused investment banking capabilities. Recurring updates include financial results, client activity, capital ratios, dividend and share-repurchase actions, and regulatory capital developments affecting the group’s balance sheet and capital planning.
Company news also covers UBS Wealth Management hiring, market leadership appointments, advisor-team recognition and regional office activity in the United States. Other recurring themes include governance matters, integration work following the Credit Suisse acquisition, and disclosures tied to UBS Group shares listed on the SIX Swiss Exchange and the New York Stock Exchange.
UBS has announced that 13 financial advisors from its Florida Market have been recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State list. The advisors, operating under Florida Market Executive Lane Strumlauf and Southeast Region Director Julie Fox, represent various locations including Aventura, Boca Raton, Ft. Lauderdale, Miami, Orlando, Palm Beach, and Tampa.
This recognition is part of Forbes' ninth annual ranking, which features 2,400 women advisors who collectively manage $3.6 trillion in client assets. The selection process incorporates both qualitative and quantitative metrics, including phone and in-person interviews, compliance records, and revenue generation for their respective firms.
UBS Group AG has announced two significant nominations to its Board of Directors for election at the Annual General Meeting on April 10, 2025. Renata Jungo Brüngger, currently a Board of Management member at Mercedes-Benz Group AG, brings expertise in legal affairs, governance, and sustainability. Lila Tretikov, who leads AI strategy at New Enterprise Associates, contributes extensive experience in artificial intelligence and technology transformation.
The nominations come as current board members Claudia Böckstiegel and Nathalie Rachou will not seek re-election. Böckstiegel, who joined in 2021, will focus on her executive role at Roche, while Rachou, serving since 2020, steps down for personal reasons. Both have served on various key committees including Risk, Audit, and Corporate Culture and Responsibility.
UBS Wealth Management US has announced the promotion of Peter Dorfman and Mike Carr to Managing Director – Wealth Management positions. The two advisors, who are part of The Zelniker Dorfman Carr & Heritage Group at UBS, bring over 60 years of combined experience in financial services.
Peter Dorfman, who joined UBS in 2016, specializes in multigenerational wealth management and leads the team's investment committee. Mike Carr, who joined UBS in 2015, focuses on high-net-worth clients, particularly professional athletes and coaches, and is an NFL Players Association Institutional Player Financial Advisor through UBS.
The team, with offices in New York City, Gainesville, and Sarasota, serves successful families, business owners, athletes, and entertainers nationwide. Both advisors have received multiple industry recognitions, including appearances on the Forbes Best-in-State Wealth Advisors list and Forbes Best-in-State Wealth Management Teams list.
UBS Private Wealth Management has announced the hiring of Financial Advisor Zachary Sobel in Palm Beach Gardens, Florida. Sobel and his team, who manage over $400 million in client assets, join UBS's Florida Market under Market Executive Lane Strumlauf and Regional Director Julie Fox.
Sobel brings over two decades of experience in financial services, joining from Morgan Stanley where he spent more than 10 years. Previously, he worked at Merrill Lynch and began his career as an institutional trader. He holds an MBA from the University of North Carolina at Chapel Hill and a BBA from the University of Wisconsin-Madison. Sobel was named to the 2024 Forbes Best-in-State Wealth Advisors list. Senior Client Service Associate Amy Tamblyn joins him in the transition.
UBS Investment Bank has announced coupon payments for its ETRACS Alerian MLP Index ETN Series B (NYSE Arca: AMUB). The Exchange Traded Note, which trades on the NYSE Arca, will distribute regular quarterly coupon payments to holders. The announcement clarifies that the Current Yield is calculated by annualizing the current Coupon Amount (multiplying by four) and dividing by the Closing Indicative Value of the ETN on its Coupon Valuation Date.
UBS emphasizes that the Current Yield should not be interpreted as a guarantee of future coupon payments, and investors are not guaranteed any coupon or distribution amounts under the ETN.
UBS's Matthews Group, a 19-member advisor team based in Bellevue, has achieved dual recognition on Forbes' prestigious lists: America's Top Wealth Management Teams – Private Wealth 2024 and Best-In-State Wealth Management Teams 2025. The team, managing over $3 billion in client investable assets, specializes in providing comprehensive financial advice to ultra-high net worth individuals, business owners, entrepreneurs, and multi-generational families.
The team's recognition is based on SHOOK Research's algorithm evaluating qualitative and quantitative metrics, including revenue trends, assets under management, and compliance records. The Forbes Best-In-State list features over 5,300 teams managing $7 trillion in assets, while the Top Wealth Management Teams Private Wealth list showcases 100 teams overseeing nearly $1.2 trillion.
UBS announced that 35 advisor teams in its Florida Wealth Management Market have been recognized on the 2025 Forbes Best-in-State Wealth Management Teams list. The Summit Group from Winter Park achieved the #1 ranking in Florida – North. The recognition spans across multiple Florida locations, including Winter Park, Boca Raton, Miami, Naples, and Tampa.
The Florida Wealth Management Market, led by Market Executive Lane Strumlauf and part of the Southeast Region under Regional Director Julie Fox, demonstrates UBS's strong presence in the state. The recognized teams are part of Forbes' third annual list, which features over 5,300 teams managing more than $7 trillion in assets collectively. Teams were selected based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.
UBS announced that 35 advisor teams in its Mid-Atlantic Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The Mid-Atlantic Market, led by Market Executive Brendan Graham, is part of the firm's Southeast Region under Regional Director Julie Fox.
The recognition spans across multiple states including Delaware, Massachusetts, Maryland, New Jersey, Pennsylvania, Texas, and Washington D.C. The teams are part of the third annual Forbes ranking, which features over 5,300 teams collectively managing more than $7 trillion in assets. The ranking is based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.
UBS announced that 32 advisor teams in its South Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list. The teams, operating under Market Executive Greg Achten and Regional Director Julie Fox, represent various locations across Tennessee, Georgia, Louisiana, Mississippi, and South Carolina.
Notable among the recognized teams is Family Office Partners from Nashville, TN, which ranked #1 in Tennessee. The recognition is part of Forbes' third annual list, which features over 5,300 teams collectively managing more than $7 trillion in assets. The ranking criteria included qualitative and quantitative factors such as interviews, compliance records, and revenue generation for their firms.
UBS announced that 23 advisor teams in its South Atlantic Wealth Management Market have been recognized on the 2025 Forbes Best-in-State Wealth Management Teams list. The market, led by Market Executive Jake Shine under Regional Director Julie Fox's Southeast Region, saw notable recognition including Wickham Cash Partners ranking #1 in North Carolina – West.
The recognized teams span across multiple locations including Charlotte, Chapel Hill, Greensboro, Raleigh, Greenville, Winter Park, Bethesda, McLean, Norfolk, and Richmond. The Forbes list comprises over 5,300 teams managing collectively more than $7 trillion in assets. Teams were selected based on qualitative and quantitative criteria, including interviews, compliance records, and revenue generation.