UBS Group Stock Price, News & Analysis

Two UBS financial advisor teams from Florida - BV Group and Constellation Wealth Management - have been named to Barron's Top 250 Private Wealth Management Teams list for 2025. BV Group, based in Boca Raton, specializes in serving business owners, professional athletes, institutions, and multigenerational families. The team is led by Private Wealth Advisors Michael Bober, Ed Ventrice, and Alex Santos. Constellation Wealth Management, located in Hallandale Beach, has over 40 years of experience advising entrepreneurs and business owners on business growth, succession planning, and liquidity events. The team is led by Nick Sadowsky and Worth Boyce. The Barron's ranking considers factors such as team size, regulatory records, member credentials, and available resources.

UBS has announced multiple advisors from its Southeast Wealth Management Region have received prestigious recognition from Barron's. Greg Cash and Mitchell Wickham of Wickham Cash Partners were named to Barron's Top 100 Financial Advisors list for the fourth consecutive year. Three teams were recognized in the Top 100 Institutional Consulting Teams, including Princeton/Park Avenue Investment Consulting, UBS Institutional Consulting – Atlanta, and eight teams were named to the Top 250 Private Wealth Management Teams list.

The rankings are based on criteria including revenue production, assets under management, practice quality, and regulatory record. The Southeast Region, led by Regional Director Julie Fox, demonstrated strong representation across these prestigious industry acknowledgments.

UBS AG has published its first-quarter 2025 financial report and UBS Group Pillar 3 Report. The company highlights significant challenges and risks, particularly regarding its ongoing Credit Suisse integration, which is expected to continue through 2026. UBS faces operational and execution risks, including potential higher integration costs and uncertainties about achieving planned cost reductions.

The bank notes that Switzerland is considering significant changes to its capital, resolution, and regulatory regime following Credit Suisse's failure, which could substantially increase UBS's capital requirements. The announcement also addresses various risk factors, including global economic uncertainties, geopolitical tensions, regulatory changes, and operational challenges.

UBS Group AG (NYSE: UBS) and General Atlantic have announced a strategic partnership focused on private credit opportunities. The collaboration combines UBS's advisory and investment banking origination capabilities with General Atlantic's global network and expertise in private credit investing.

The partnership will enhance access to direct lending and credit products, with GA Credit leading investment activities while leveraging UBS's origination capabilities. A dedicated private credit team will be formed by integrating professionals from GA Credit and UBS Asset Management's Credit Investments Group (CIG). The focus will be on providing senior secured direct lending financing to companies in North America and Western Europe.

This strategic move strengthens UBS's Investment Bank private markets capabilities, particularly in the Americas, while advancing the GA Credit platform through enhanced deal flow and customized solutions across the capital structure.

UBS announced that two of its Private Wealth Advisors, Craig Chiate and Mark Binder from the Los Angeles office, have been recognized on the Forbes Best-In-State Wealth Advisors list for 2025. Craig Chiate ranked #3 in the Los Angeles Private Wealth category, while Mark Binder secured the #2 position in Southern California Private Wealth.

The prestigious ranking, now in its seventh year, is compiled by SHOOK Research using a methodology that combines quantitative data with qualitative insights, including comprehensive interviews with firm-nominated candidates. The list recognizes top advisors who have shown exceptional performance and client guidance during market uncertainty.

UBS reports strong Q1 2025 performance with net profit of USD 1.7 billion and invested assets reaching 6.2 trillion. The bank demonstrated solid franchise strength with Global Wealth Management securing USD 32 billion in net new assets and Asset Management adding USD 7 billion in net new money.

Key highlights include a profit before tax of USD 2.1 billion, CET1 capital ratio of 14.3%, and successful integration progress with USD 8.4 billion in cumulative cost reductions. The bank completed USD 0.5 billion in share buybacks and reserved USD 2.5 billion for planned repurchases in 2025.

UBS maintains a strong balance sheet with 93% of lending positions collateralized and 57% comprising mortgages. The bank continues investing in technology, having deployed 50,000 Microsoft Copilot licenses and reaching ~75% cloud adoption. Despite market uncertainties, UBS remains focused on client service, integration execution, and maintaining its position as an economic growth engine.

UBS Wealth Management US has strengthened its Walnut Creek office with the addition of veteran Financial Advisor Shahan Avakian and Client Service Associate Jennifer Argento-Khashabi. The team, joining from Morgan Stanley, brings specialized expertise in:

• Managing investments for non-profit organizations
• Serving homeowners' associations
• Traditional retirement planning for individuals, families, and business owners

Avakian brings 25 years of experience as a Financial Advisor and has successfully guided clients through three recessions using disciplined investment strategies. A graduate of California State University Hayward with a BS in Business Administration-Finance, he joins the UBS Walnut Creek office under Market Director Joshua Breeden's leadership.

This strategic hire reflects UBS's commitment to enhancing its client offerings and building lasting relationships in the Walnut Creek market. Breeden emphasized that Avakian's extensive industry experience and client dedication will be valuable assets to the team.

UBS has announced a significant upgrade to its Workplace Wealth Solutions business through a new partnership with insightsoftware. The collaboration introduces Equity Plan Services Plan Admin Pro, a cloud-based platform for managing equity awards globally.

The new solution combines insightsoftware's technological capabilities with UBS's expertise in corporate client services, featuring AI-enabled data analytics and private market capabilities. This platform aims to provide enhanced transparency, regulatory compliance, and customizable solutions for equity plan administration.

UBS Workplace Wealth Solutions, which includes Equity Plan Services, Retirement Plan Services, and Financial Wellness, currently serves nearly 3 million plan participants and manages over $180 billion in assets. The initiative is part of UBS's broader growth strategy, reinforcing its position as a global wealth manager with $6.1 trillion in invested assets as of Q4 2024.

UBS Private Wealth Management announced that Adam Epstein, a Private Wealth Advisor at the firm's 1285 Avenue of the Americas office, has been named to the Forbes America's Top Wealth Advisors list for 2025. As the founding member of Epstein Partners, one of UBS's largest advisor teams, Epstein provides sophisticated investment consulting and private wealth services.

The team specializes in investment, tax, and estate planning strategies, focusing on multi-generational wealth preservation. Epstein, who joined UBS in 2015, holds both Family Office Consultant and Institutional Consultant designations, along with the CIMA® certification. This marks his sixth consecutive year (2019-2025) on the Forbes Top Wealth Advisors list.