UBS Group Stock Price, News & Analysis

UBS Private Wealth Management has announced that advisor Jonathan Beukelman from the Denver office has been named to Barron’s Top 1,200 Financial Advisors list for 2022. This marks the ninth consecutive year for Beukelman, who has over 24 years of experience and has been with UBS since 2008. His team specializes in wealth management services for high net worth clients. The ranking considers factors such as assets under management and regulatory record, showcasing the firm's dedication to high-quality financial advice.

UBS Private Wealth Management has welcomed Coyle, Schmitt & Beaudoin Wealth Management Group to its team in Chicago, Illinois. This seven-member group, led by co-founders Pat Coyle, John Schmitt, and Jean Beaudoin, manages over $1.3 billion in client assets and specializes in serving ultra-high-net-worth individuals and families. Michael Gatewood from UBS stated the team's extensive industry experience would bolster their offerings in this key market.

UBS Wealth Management USA announced that Financial Advisor David Potischman has been named to the Forbes/SHOOK Best-in-State Wealth Advisors list for 2022, marking his second consecutive year on this prestigious list. The recognition highlights Potischman's dedication and expertise in managing multi-generational wealth, focusing on investment and financial planning for high-net-worth clients. The Forbes/SHOOK Research list includes over 6,500 advisors managing a collective $10 trillion in client assets, evaluated on various qualitative and quantitative criteria.

UBS Private Wealth Management has recognized Michael Matthews as the #1 advisor in Washington State on the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022. This marks his fifth appearance on the list and third consecutive year at the top. With over 30 years of experience, Matthews provides tailored financial advice to individuals, business owners, and families. The Forbes/SHOOK list evaluates over 6,500 advisors managing a collective $10 trillion in assets based on qualitative and quantitative criteria.

UBS Investment Bank has announced coupon payments for its ETRACS Alerian MLP Index ETN Series B (NYSE Arca: AMUB). The coupon valuation date is set for May 16, 2022, with an ex-date of May 26, 2022 and a record date of May 27, 2022. Payments will be made on June 7, 2022, amounting to $0.2246 per ETN, yielding an annualized return of 6.69%. Investors are advised to read the prospectus for details on risks associated with the investment, as past performance does not guarantee future results.

According to UBS's latest report, women are increasingly using their financial resources to make a positive impact. Of the 1,400 surveyed, 90% view money as a tool for change, with 94% having donated or volunteered in the past year. Notably, 26% of women now lead financial decisions, up from 21% in 2018. Millennial women show an even greater commitment, with 83% using finances for purposeful change. The report emphasizes the importance of women's financial engagement, as 92% believe it enhances their impact on the world.

UBS Wealth Management USA has announced that Sherry Dewane, a Financial Advisor in Los Angeles, has earned the Athletes and Entertainers Consultant (AEC) designation. With over 25 years in financial services, Dewane specializes in advising entertainers and athletes. UBS, which launched its Athletes and Entertainers Strategic Client Segment in 2019, provides tailored financial advice through trained advisors. Dewane is one of only 30 advisors in the U.S. to hold this designation, underscoring her expertise in navigating complex financial situations for high-net-worth clients.