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UBS AG (BDCZ) SEC Filings

BDCZ NYSE

Welcome to our dedicated page for UBS SEC filings (Ticker: BDCZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on UBS's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into UBS's regulatory disclosures and financial reporting.

Rhea-AI Summary

UBS AG (AMUB) is having seven ETRACS 2x Leveraged exchange-traded notes (ETNs), including US Value Factor, US Growth Factor, US Size Factor, MSCI US Momentum Factor, MSCI US Quality Factor, US Dividend Factor, and MSCI US Minimum Volatility Factor, removed from listing and/or registration on NYSE Arca. NYSE Arca states it has complied with its own rules under 17 CFR 240.12d2-2(b), and UBS has complied with Exchange rules and 17 CFR 240.12d2-2(c) governing the voluntary withdrawal of these securities from listing and registration under Section 12(b) of the Exchange Act.

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Rhea-AI Summary

UBS Group provides its 30 June 2026 Basel III Pillar 3 risk and capital disclosures, detailing regulatory metrics for the Group and key subsidiaries under Swiss FINMA and BCBS rules.

Common equity tier 1 capital was USD 72.5bn with a CET1 ratio of 14.38% on risk‑weighted assets of USD 503.9bn. Tier 1 capital was USD 96.0bn and total loss‑absorbing capacity USD 193.6bn. The Basel III leverage ratio was 5.82% on a leverage exposure of USD 1,649.8bn. The liquidity coverage ratio averaged 177.3% and the net stable funding ratio was 115.1%, both above FINMA’s prudential requirements.

RWA rose by USD 3.6bn in the quarter, mainly from market risk and asset‑size effects, partly offset by model and methodology changes and currency movements. UBS reserved USD 3.0bn in CET1 for a new share repurchase program (targeting USD 3bn by Q2 2027) and plans to buy back at least USD 1bn of shares over the next three months while aiming to maintain a CET1 ratio of around 14%.

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UBS AG provides an updated view of its consolidated capitalization under IFRS in US dollars as of 30 June 2026. Total capitalization was USD m 431,273, comprising debt issued of USD m 342,670, equity attributable to shareholders of USD m 88,275 and equity attributable to non-controlling interests of USD m 328. As of that date, 87% of debt issued was unsecured.

For context, total capitalization was USD m 434,883 as of 31 March 2026, with debt issued of USD m 343,162 and equity attributable to shareholders of USD m 91,404. The information is prepared in accordance with IFRS Accounting Standards and is incorporated by reference into existing Form F-3 registration statements and related prospectuses.

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UBS AG reported strong interim results for the six months ended 30 June 2026. Total revenues reached USD 27,510m, up from 23,798m a year earlier, and net profit attributable to shareholders rose to USD 4,713m from 2,220m. Return on equity improved to 10.5%, while the cost/income ratio fell to 77.1%, supported by higher income with broadly stable operating expenses.

As of 30 June 2026, total assets were USD 1,707,065m. Common equity tier 1 capital was USD 71,637m, giving a CET1 ratio of 14.3% and a going concern capital ratio of 18.9%. Total loss-absorbing capacity was USD 188,540m, a 37.7% ratio versus a required 26.10%. Liquidity remained high, with a liquidity coverage ratio of 172.5% and a net stable funding ratio of 114.7%. Invested assets increased to USD 7,326bn from 6,618bn, while headcount decreased to 59,594 full-time equivalents from 62,958.

In the second quarter of 2026, UBS AG consolidated earned net profit of USD 2,224m, compared with 2,811m at the UBS Group consolidated level, mainly due to purchase price allocation effects from the 2023 Credit Suisse acquisition and service markups from UBS Business Solutions subsidiaries. From 2026, UBS provides full IAS 34 interim financial statements semi-annually, with first- and third-quarter reports prepared under its accounting policies but with fewer disclosures.

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UBS Group reported strong second‑quarter 2026 results while advancing the Credit Suisse integration. Reported net profit was 2.8 billion, earnings per share 87 cents, and underlying pre‑tax profit 3.9 billion, up 45% year on year. Revenues rose 16% to 13.3 billion, producing a 16.4% return on CET1 capital and a 70% cost‑income ratio as operating leverage improved. Cumulative gross cost savings since 2022 reached 12.6 billion, more than 90% of the 13.5 billion year‑end 2026 target.

Group invested assets reached a record 7.3 trillion, supported by 36 billion of net new assets in Global Wealth Management, 6 billion of net new money in Asset Management, and record Investment Bank second‑quarter revenues of 3.7 billion with over 23% pre‑tax ROE. The balance sheet totaled 1.7 trillion of assets with a 14.4% CET1 capital ratio, 115% net stable funding ratio and 177% liquidity coverage ratio, which management described as a “balance sheet for all seasons.” UBS announced a new share repurchase program of 3 billion dollars to be completed by the end of the second quarter 2027, with at least 1 billion planned over the next three months, subject to profitability, maintaining a CET1 ratio around 14% and Swiss capital discussions. Executives said first‑half performance leaves the firm well positioned to outperform its 2026 exit‑rate return target and achieve its cost‑income goal.

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UBS Group AG provides updated consolidated capitalization data in US dollars under IFRS Accounting Standards as of 30 June 2026. Total capitalization was 432,981 USD m, composed of 343,551 USD m of debt issued, 89,165 USD m of equity attributable to shareholders, and 265 USD m of equity attributable to non-controlling interests. As context, total capitalization was 436,424 USD m as of 31 March 2026. As of 30 June 2026, 88% of debt issued was unsecured. This capitalization information is incorporated by reference into UBS Group’s existing Form F-3 and multiple Form S-8 registration statements and all prospectuses outstanding under them.

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UBS Group AG presents standalone interim results for the six months ended 30 June 2026 under the Swiss Code of Obligations. Operating income was USD 7,936m, mainly from dividend income of USD 4,862m from subsidiaries, including USD 4,500m from UBS. Net profit for the period was USD 4,899m (CHF 3,962m), compared with USD 6,625m a year earlier.

At 30 June 2026, total assets were USD 206,432m and equity attributable to shareholders was USD 69,763m. Shareholders approved an ordinary cash dividend of USD 1.10 per share, totaling USD 3,404m, with the remaining USD 11,368m of prior-year profit appropriated to the voluntary earnings reserve. The Annual General Meeting also approved cancellation of 63,776,550 shares repurchased under the 2024 share repurchase program, reducing share capital by USD 6m and decreasing both the capital contribution reserve and voluntary earnings reserve by USD 997m each, while leaving total equity unchanged.

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Rhea-AI Summary

UBS Group AG reported second-quarter 2026 total revenues of USD 13.7bn and net profit attributable to shareholders of USD 2.8bn, with net profit growth of 16.9% year on year. Operating profit before tax rose 64% to USD 3.6bn, and the cost / income ratio improved to 72.9% (underlying 70.0%).

The integration of Credit Suisse is in its final phase: cumulative gross cost savings reached USD 12.6bn versus an ambition of approximately USD 13.5bn by year-end 2026, while cumulative integration-related expenses totaled USD 14.2bn. Non-core and Legacy operating expenses are down 88% versus 2022 and risk-weighted assets have fallen 68%, with credit and market risk RWA at USD 4bn. Capital and liquidity remain strong, with a CET1 ratio of 14.4%, total loss-absorbing capacity ratio of 38.4%, liquidity coverage ratio of 177.3% and net stable funding ratio of 115.1%. UBS completed a prior buyback and has reserved USD 3bn of CET1 capital for a new share repurchase program, planning to repurchase at least USD 1bn over the next three months.

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FAQ

How many UBS (BDCZ) SEC filings are available on StockTitan?

StockTitan tracks 39 SEC filings for UBS (BDCZ), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for UBS (BDCZ)?

The most recent SEC filing for UBS (BDCZ) was filed on August 19, 2026.