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 (UBS), a global leader in wealth management and investment banking, provides critical financial services across 50+ markets. This page aggregates official announcements, strategic initiatives, and market-moving developments directly from UBS and verified sources.
Investors and professionals gain streamlined access to earnings reports, merger activity, leadership updates, and regulatory filings. All content is curated to meet strict accuracy standards, ensuring reliable tracking of UBS's performance in private banking, asset management, and corporate advisory sectors.
Expect comprehensive coverage of quarterly results, sustainability initiatives, cross-border expansions, and risk management strategies. Updates reflect UBS's role in shaping global finance while addressing evolving regulatory landscapes in key markets like Switzerland, the Americas, and Asia-Pacific.
Bookmark this page for efficient monitoring of UBS's client-focused innovations and competitive positioning against peers. Combine real-time alerts with historical analysis to inform your financial perspectives.
UBS Wealth Management US has announced that David Schachter, a Financial Advisor in the Los Angeles office, has been promoted to Managing Director – Wealth Management. With over 32 years in financial services, including 21 years at UBS, Schachter leads The Endurance Artist Management Group, specializing in ultra-high-net-worth individuals, particularly artists, entertainers, and athletes.
Schachter, recognized with the Athletes and Entertainers Consultant (AEC) UBS business designation, provides comprehensive wealth management services including financial planning, investment banking, estate planning, and life insurance strategies. He works with industry-recognized artists, songwriters, producers, directors, showrunners, digital talent, and executives.
UBS Wealth Management USA has announced the hiring of Ryan Stevens as a Financial Advisor in their Billings, Montana office. Stevens joins Montana Wealth Advisors, a nine-person team managing over $1.5 billion in client assets, under the Pacific Northwest Market leadership of Rob Giordano and Joe Hertig.
Stevens brings with him $85 million in client assets and over 17 years of wealth management experience. Previously working at Ashton Thomas as a Managing Wealth Advisor and Wells Fargo Advisors, Stevens specializes in helping families create and maintain generational wealth. He holds a B.S. in Business Administration and Information Systems from Montana State University in Billings.
UBS has announced that 65 financial advisors in its Florida Wealth Management Market have been named to the Forbes Best-in-State Wealth Advisors list for 2025. Notable achievements include Christopher Aitken ranking #1 in Jacksonville, while Naples-based advisors Joe Matina and Jason Stephens were recognized among the top 250 advisors nationally.
The Florida market, led by Market Executive Lane Strumlauf under Regional Director Julie Fox's Southeast Region, showcases advisors across multiple locations including Aventura, Boca Raton, Clearwater, Miami, Naples, Orlando, and Palm Beach. The Forbes ranking, developed by SHOOK Research, evaluates advisors managing a collective $16.7 trillion in assets based on qualitative criteria through interviews and quantitative data including revenue trends and assets under management.
UBS Wealth Management USA has announced the appointment of Amani Y. Harris as First Vice President and Portfolio Manager in their Seattle office. Harris, who manages over $180 million in client assets, joins the firm's Pacific Northwest Market led by Market Executive Rob Giordano and Associate Market Executive Kevin Janke.
A US Army veteran with over 20 years of wealth management experience, Harris transitions from Morgan Stanley to UBS. His expertise lies in helping families create and sustain generational wealth, focusing on relationships, continuous learning, and risk management. He is accompanied by Client Service Associate Julie Hall, known for her dedication to client solutions and service.
UBS Wealth Management USA announced that 26 financial advisor teams in Southern California and Hawaii have been named to the Forbes Best-In-State Wealth Management Teams lists for 2025. The recognition spans across multiple regions including Honolulu, Orange County, Riverside County, and San Diego County.
The honored teams include top performers such as The Megorden Group (#4) in Honolulu, Newport Legacy Wealth Management (#2) in Newport Beach, and Paradigm Group (#5) in La Jolla. These teams were selected based on SHOOK Research's comprehensive evaluation using both quantitative and qualitative data, including interviews.
The recognition is part of Forbes' third annual Best-In-State Wealth Management Teams listing, which features over 5,300 teams managing cumulative assets of $7 trillion.
UBS Wealth Management USA announced that 11 Arizona-based wealth management teams have been named to the Forbes Best-in-State Wealth Management Teams list for 2025. The recognized teams include six from Phoenix, two from Tucson, and three from Scottsdale.
Notable mentions include The Schultz Group, ranked #1 in Arizona, specializing in retirement planning and sustainable investing. Other top-ranked teams include The Biltmore Financial Group (#11), Impact Wealth Management (#15), and Vault Wealth Management Partners (#25).
Two additional Arizona-based advisors working with teams in other states were also recognized: Ethos Wealth Advisors ranked #4 in Nevada, and West Coast Wealth Management ranked #21 in Washington state. The Forbes list features over 5,300 teams with cumulative assets of $7 trillion, compiled by SHOOK Research using quantitative and qualitative data.
UBS has announced that six financial advisors from its Pacific Desert Market have been named to Barron's Top 1200 Financial Advisors list for 2025. The recognized advisors include three from Arizona (Steven Schultz #2, Stockton Schultz #20, and Brad Howell #24), two from Honolulu (Matt Megorden #2 and Daniel Shiu #5), and one from La Jolla, CA (Braydon Hamilton).
Matt Megorden, recognized for the sixth consecutive year, specializes in high-net-worth entrepreneurs and technology executives. Daniel Shiu, making his first appearance on the list, focuses on business owner consulting. The father-son duo of Steven (10th appearance) and Stockton Schultz (2nd appearance) lead the Schultz Group, while Brad Howell, with 22 years of experience, serves clients with over $2 million in investable assets. Braydon Hamilton, recognized for the third consecutive year, leverages his Wharton School background for portfolio analysis.
UBS Wealth Management USA announced that three financial advisors from their Scottsdale office - Susan Bailey, Jennifer Lucovich, and Jennifer Pope - have been named to the Forbes Top Women Wealth Advisors Best-In-State list for 2025.
Bailey, leading Bailey Wealth Management at UBS, specializes in income planning, insurance protection, and generational wealth transfer. Lucovich, a Certified Financial Planner™, focuses on financial planning for women facing life changes. Pope, with over 20 years at UBS, has received multiple Forbes recognitions.
This recognition is part of Forbes' ninth annual ranking, featuring 2,400 women advisors managing approximately $3.6 trillion in cumulative assets. The list is compiled by SHOOK Research using quantitative and qualitative data, including interviews.
UBS Wealth Management USA has announced that nine financial advisors from their Southern California and Hawaii regions have been recognized on the Forbes Top Women Wealth Advisors and Best-In-State lists for 2025. Notable among them is Courtney Liddy, who achieved recognition for the seventh consecutive year as one of the Top 100 Women Wealth Advisors nationwide.
The honored advisors include Lori Hamano, Pam Fu, Lynne Sebastian, Candice Gleeson, Courtney Liddy, Christina Gustin, Natalie Barron, Lisa Chapman, and Lindsay Mais, representing offices in Honolulu, Newport Beach, San Diego, and Seal Beach. Liddy, a Managing Director and Private Wealth Advisor in San Diego, ranked #4 on this year's Forbes Best-in-State list.
The Forbes ranking features 100 top women advisors managing approximately $386 billion in assets, while the complete list, including Best-in-State advisors, comprises 2,400 women overseeing about $3.6 trillion in assets. Rankings were determined by SHOOK Research using quantitative and qualitative data from advisor interviews and firm nominations.
UBS announced that 14 financial advisors from its Mid-Atlantic Wealth Management Market have been recognized on Barron's Top 1200 Financial Advisors list for 2025. The honored advisors are distributed across multiple locations including Mount Laurel, Philadelphia, Princeton, and Washington D.C.
The Mid-Atlantic market, led by Market Executive Brendan Graham under Regional Director Julie Fox's Southeast Region, saw advisors like Mark Fendrick, Christine McGinley, Brad Bernstein, and several others receive this prestigious recognition. The selection for Barron's list is based on multiple criteria including revenue production, assets under management, practice quality, and regulatory record.
FAQ
What is the current stock price of UBS Group (UBS)?
What is the market cap of UBS Group (UBS)?
