UBS Group Stock Price, News & Analysis

UBS Investment Bank has announced coupon payments for 12 ETRACS Exchange Traded Notes (ETNs) trading on NYSE Arca. The coupon payments, scheduled from July 22, 2021, feature various amounts and payment schedules, including quarterly and monthly distributions. Notable ETNs include PYPE, MLPB, and BDCX, each with significant annualized yields. Current yields range from 5.56% to 12.38%. Investors should note that current yields are not indicative of future payments, and there are variations based on underlying index distributions.

UBS Wealth Management USA announced that financial advisors Paul Wexler, Matthew Kroin, and Brian Lacks were named to the Forbes/SHOOK Research Best-in-State Wealth Advisors list for 2021. With over 80 years of combined experience, the trio serves high-net-worth families, helping them achieve their investment goals. This recognition highlights their commitment to client service and expert financial advice. Notably, Wexler has received this honor for the fourth consecutive year, Kroin for the third, and Lacks for the second.

UBS Investment Bank has announced coupon payments for five ETRACS Exchange Traded Notes (ETNs) traded on NYSE Arca. The announced coupons include amounts for HDLB, SMHB, PFFL, CEFD, and MVRL with various Valuation, Ex-Dates, Record Dates, and Payment Dates. The coupon amounts range from $0.1148 for HDLB to $0.2669 for CEFD, with current yields between 8.85% and 11.78%. Investors should note the inherent risks associated with these ETNs, including potential loss of principal.

UBS Private Wealth Management has welcomed a new team in San Francisco, comprising John “JT” Davenport, Angela Colombani, and Sean Livingston, who bring over 50 years of combined experience. They previously worked at J.P. Morgan Private Bank, managing $10.5 billion in client assets. The team, which also includes several associates, specializes in advising ultra-high-net-worth families, particularly in technology and healthcare sectors. UBS is optimistic about the team's integration, which aims to enhance client services and business growth in the region.

UBS Wealth Management USA announced that three financial advisors from South Florida have been recognized in Barron's Top 1,200 Financial Advisors list for 2021. Chris G. Garvin, Andrew James Plum, and J. Thomas Smith are celebrated for their expertise in wealth management. UBS emphasizes the importance of their dedication to affluent clients, with the advisors managing an average of $3 billion in client assets each. The average client holds $14 million to invest, demonstrating high retention rates and notable industry recognition.

UBS Private Wealth Management has announced that Thomas Mahoney, a Private Wealth Advisor in Los Angeles, has been recognized on the 2021 Forbes/SHOOK Research Best-in-State Wealth Advisors list. Mahoney, with over 34 years of experience, is praised for his expert financial advice and client relationships. The Forbes list comprises over 5,000 advisors managing more than $6 trillion in assets, selected based on various qualitative and quantitative metrics. UBS continues to be a leading global wealth manager, offering a wide range of financial services.

UBS Wealth Management USA has announced that two of its Financial Advisors from San Diego, Courtney Liddy and Kalyn Maher Walker, have been recognized in the Forbes/SHOOK Research Top Women Wealth Advisors list for 2021. Liddy ranked #59 out of 1,000 women advisors and has been acknowledged since 2019 for providing expert financial advice. Walker has also been listed since 2019, focusing on multigenerational wealth planning. This recognition reflects their dedication to client service and expert financial advisory.