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UBS AG is offering Trigger Autocallable Contingent Yield Notes linked to the worst performer of three sector ETFs: Energy Select Sector SPDR (XLE), Utilities Select Sector SPDR (XLU) and Health Care Select Sector SPDR (XLV). The Notes have a $1,000 denomination, an expected term of about three years and a contingent coupon rate of 9.05% per annum, paid monthly only if all three ETFs are at or above their coupon barriers on an observation date.
The Notes can be called early, starting after six months, if each ETF is at or above its call threshold level, set at 100% of its initial level. In that case, investors receive $1,000 plus the applicable contingent coupon and the Notes terminate. If the Notes are not called and, at maturity, each ETF is at or above its downside threshold (70% of its initial level), investors receive their full principal back.
If the Notes are not called and any one ETF finishes below its downside threshold, the maturity payment is reduced one-for-one with the loss on the weakest ETF, and investors can lose up to all of their principal. Investors also forgo any ETF dividends. UBS discloses that the estimated initial value is expected to be between $938 and $968 per $1,000, reflecting fees, hedging and funding costs.
UBS AG is offering $1,033,000 of Trigger Callable Contingent Yield Notes linked to the least performing of the Dow Jones Industrial Average, Nasdaq-100 Index and Russell 2000 Index, maturing in January 2029. The Notes pay a 9.50% per annum contingent coupon (about $7.9167 per $1,000 each month) only if on an observation date all three indexes are at or above their coupon barriers, set at 70% of their initial levels. UBS can redeem the Notes in whole, at its discretion, on any monthly observation date after 12 months, paying back principal plus any due coupon, ending all future payments.
If the Notes are not called and, at maturity, each index is at or above its downside threshold (also 70% of its initial level), investors receive full principal. If any index finishes below its downside threshold, repayment is reduced 1-for-1 with the loss in the worst-performing index, and investors can lose their entire investment. The Notes are unsecured, unsubordinated obligations of UBS, not listed on an exchange, and include liquidity, market, and tax risks. The estimated initial value is $969.90 per $1,000 Note, below the issue price due to fees, hedging and UBS’ internal funding rate.
UBS AG is offering $3.792 million of Trigger Callable Contingent Yield Notes linked to the least performing of the Nasdaq-100® Technology Sector Index, the Russell 2000® Index and the S&P 500® Index, maturing on December 14, 2027. The Notes pay a contingent coupon at a rate of 9.15% per annum (monthly coupons of $7.625 per $1,000) only when, on an observation date, all three indices close at or above their coupon barriers, set at 70% of initial levels.
UBS may call the Notes in whole, at its discretion, on any monthly observation date starting after three months; if called, investors receive principal plus any due coupon and no further payments. If held to maturity and each index finishes at or above its downside threshold (also 70% of initial level), investors receive full principal. If any index finishes below its downside threshold, repayment is reduced one-for-one with the negative return of the worst-performing index, and investors could lose all principal. The Notes are unsecured obligations of UBS, not listed, and their value is affected by market, liquidity and UBS credit risks; the estimated initial value is $959.40 per $1,000 issue price.
UBS AG is issuing $525,000 of Trigger Autocallable Contingent Yield Notes, each with a $1,000 principal amount, linked to the least performing of Amazon.com common stock, Berkshire Hathaway Class B shares and the iShares MSCI EAFE ETF, maturing January 14, 2031.
The notes pay a contingent coupon at a rate of 10.35% per annum (monthly $8.625 per note) only if, on an observation date, each underlying is at or above its coupon barrier, set at 50% of its initial level. The notes are automatically called, beginning after 12 months, if all underlyings are at or above their call thresholds, set at 100% of initial levels, returning principal plus any due coupon.
If not called, and any final underlying level is below its downside threshold of 90% of initial, repayment at maturity is reduced one-for-one with the negative return of the worst performer, and all principal can be lost. Payments depend on UBS’ credit, the notes are unsecured, not FDIC insured, and the estimated initial value is $984.20 per $1,000 issue price.
UBS AG is offering $1,641,000 of Trigger Callable Contingent Yield Notes linked to the least performing of the Nasdaq-100 Technology Sector Index, the Russell 2000 Index and the S&P 500 Index, maturing on December 14, 2027. These unsecured debt notes pay a 9.05% per annum contingent coupon only if, on a monthly observation date, each index closes at or above its coupon barrier, set at 70% of its initial level. UBS may call the notes in whole, beginning after three months, paying back principal plus any due coupon. If the notes are not called and any index finishes below its downside threshold (also 70% of its initial level), investors receive reduced principal tied to the worst index’s loss and can lose their entire investment. All payments depend on UBS’s credit, and the estimated initial value per note is $958.50 versus the $1,000 issue price.
UBS AG is offering Trigger Autocallable Contingent Yield Notes linked to the common stock of Broadcom Inc., maturing on January 18, 2029, with a principal amount of $1,000 per Note.
The Notes pay a contingent quarterly coupon at a rate of 13.30% per annum (or $33.25 per quarter) only if Broadcom’s closing stock price on an observation date is at or above the coupon barrier of $172.49, which is 50% of the initial level of $344.97. The Notes are automatically called any quarter beginning after six months if Broadcom closes at or above the call threshold level of $344.97 (100% of the initial level), in which case investors receive principal plus the applicable coupon and no further payments.
If the Notes are never called and Broadcom’s final level on the valuation date is at or above the downside threshold of $172.49, UBS repays principal (and a final coupon if the barrier is met). If the final level is below the downside threshold, maturity payment falls dollar-for-dollar with Broadcom’s decline, and investors can lose all of their investment. The Notes are unsecured UBS debt, not listed on any exchange, have an issue price of $1,000 with an underwriting discount of $23.50 per Note, and an estimated initial value between $941.30 and $971.30.
UBS AG is offering $1,000,000 of Trigger Callable Contingent Yield Notes linked to the least performing of the Russell 2000 Index and the S&P 500 Index, maturing January 12, 2029. The Notes pay a contingent coupon at a rate of 9.45% per annum (or $7.875 per $1,000 Note per month) only if on each monthly observation date the closing level of both indices is at or above a coupon barrier set at 70.00% of their initial levels, which also serves as the downside threshold.
UBS may call the Notes in whole, but not in part, on any observation date beginning after 6 months; if called, investors receive the $1,000 principal per Note plus any due contingent coupon, and no further payments. If the Notes are not called and on the final valuation date either index finishes below its downside threshold, the maturity payment is reduced in line with the negative return of the worst-performing index, and investors can lose all of their principal. The Notes are unsecured obligations of UBS AG, are not insured or listed, and their estimated initial value on the trade date is $977.90 per $1,000 Note.
UBS AG, acting through its London Branch, is offering $1,611,000 of Trigger Callable Contingent Yield Notes, issued in $1,000 denominations, linked to the least performing of the Nasdaq-100® Technology Sector Index, the S&P 500® Index and the Energy Select Sector SPDR® Fund. The notes run for about 23 months to December 14, 2027 and pay a contingent coupon of 10.70% per annum (about $8.9167 per month per $1,000) only if on each monthly observation date all three underlyings are at or above 70% of their initial levels. UBS may, at its discretion, call the notes in whole on any observation date after three months, paying back principal plus any due coupon, after which no further payments are made.
If the notes are not called and on the final valuation date all underlyings are at or above their 70% downside thresholds, investors receive full principal back (plus any final coupon if conditions are met). If any underlying finishes below its downside threshold, the maturity payment is reduced dollar-for-dollar with the negative return of the worst performer, and investors can lose up to their entire investment. The notes are unsecured, unsubordinated obligations of UBS AG, are not insured or listed, have an estimated initial value of $968.30 per $1,000, and expose investors to UBS credit risk, sector-specific risks in technology and energy, and limited or no secondary market liquidity.
UBS AG is offering $1,811,000 of Trigger Callable Contingent Yield Notes, issued in $1,000 denominations and maturing on January 13, 2028. The Notes pay a 10.65% per annum contingent coupon, credited monthly only if on each observation date the Nasdaq-100 Index®, Russell 2000® Index and S&P 500® Index all close at or above 70% of their initial levels, which also serve as coupon barriers and downside thresholds.
UBS may, at its discretion, call the Notes in whole on any monthly observation date starting after three months, paying back principal plus any due coupon, after which no further payments are made. If the Notes are not called and, at maturity, any index finishes below its downside threshold, investors receive reduced principal based on the worst-performing index and can lose up to 100% of their investment. The Notes are unsecured debt obligations of UBS, are not bank deposits, are not FDIC insured, and will not be listed on an exchange. The estimated initial value is $976.40 per $1,000 Note versus a $1,000 issue price, reflecting underwriting and structuring costs, including a $6.50 per Note underwriting discount.
UBS AG is offering $1,565,000 of Trigger Autocallable Contingent Yield Notes linked to the least performing of the Russell 2000 Index and the S&P 500 Index, maturing in January 2029. The Notes pay an 8.50% per annum contingent coupon only if on each monthly observation date both indices close at or above 70% of their initial levels. Beginning after 12 months, the Notes are automatically called if both indices are at or above 100% of their initial levels, returning principal plus the applicable coupon. If the Notes are not called and either index finishes below its 70% downside threshold at maturity, investors suffer a loss matching the index’s percentage decline and can lose their entire principal. The estimated initial value is $975.10 per $1,000 Note, below the issue price, and all payments depend on UBS’s creditworthiness.