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UBS AG is offering $1.825 million of Trigger Autocallable Contingent Yield Notes linked to the common stock of Amgen Inc. (AMGN). The three-year notes are unsubordinated, unsecured debt obligations of UBS AG (London branch) and settle on 14 July 2025, with final maturity on 14 July 2028, unless automatically called earlier.
Key commercial terms
- Issue price: $10.00 per note (minimum purchase 100 notes).
- Estimated initial value: $9.65 per note (reflects underwriting discount, hedging & funding costs).
- Underlying: Amgen common stock – initial level $300.37.
- Contingent coupon: 8.00% p.a. ($0.20 quarterly) paid only if AMGN closes ≥ coupon barrier on a given observation date.
- Coupon barrier & downside threshold: $186.23 (62% of initial level).
- Automatic call: Quarterly, first possible on 14 Jan 2026; triggered if AMGN closes ≥ initial level on any observation date. Holder then receives principal plus latest coupon and the note terminates.
- Principal repayment: • 100% at maturity if not previously called and AMGN ≥ downside threshold. • Otherwise, cash redemption = $10 × (1 + underlying return), exposing investor to full downside below the threshold, up to 100% loss.
Risk highlights
- No guaranteed coupons; investors may receive few or none.
- Market risk mirrors downside of AMGN once the 38% buffer is pierced.
- Credit risk of UBS AG; notes are not FDIC-insured.
- Limited liquidity: unlisted, secondary market making at UBS discretion only.
- Conflict-of-interest and pricing considerations: issue price exceeds model value; early secondary quotes may temporarily include a premium that amortises within three months.
Timeline
- Trade date: 10 Jul 2025
- Settlement: 14 Jul 2025 (T+2)
- 12 scheduled quarterly observation dates; final valuation 12 Jul 2028
Illustrative outcomes
- Best case: first call (≈6 months) delivers $10.20 total, a 4.0% absolute return in half a year.
- Hold to maturity with AMGN ≥ threshold: receive principal plus any final coupon (maximum compounded return ≈8% p.a. if all coupons are paid and never called).
- AMGN at 41% below initial at maturity (example): redemption $5.89, plus $0.20 prior coupon = 39% loss.
The structure suits investors comfortable with single-stock exposure, contingent income and potential early redemption, who can withstand significant capital loss and the credit risk of UBS.
Form 144 filing for Roku, Inc. (ROKU): The notice discloses a proposed sale of 1,500 common shares by insider Daniel Jedda. The shares, acquired as restricted stock on 11/15/2023, are to be sold through Morgan Stanley Smith Barney LLC with an aggregate market value of $136,500. Roku reports 146.657 million shares outstanding, so the proposed sale equals roughly 0.001% of total shares. An earlier sale of 1,500 shares on 06/16/2025 generated gross proceeds of $121,980. The approximate sale date for the current transaction is 07/10/2025 on the NASDAQ exchange. The filer affirms no possession of undisclosed material adverse information and acknowledges Rule 10b5-1 representations.
UBS AG is offering $1,000,000 of Trigger Autocallable Contingent Yield Notes linked to the common stock of Alphabet Inc. (GOOG). The debt is senior unsecured, issued in $10 denominations, and matures on 14 Jan 2027 (≈18 months) unless automatically called earlier.
Income mechanics: Investors receive a 10.76 % p.a. fixed contingent coupon (≈$0.538 per note semi-annually) only when GOOG’s closing price on an observation date is ≥ the Coupon Barrier of $134.03 (75 % of the initial $178.70). Miss the barrier and that period’s coupon is forfeited.
Autocall feature: If GOOG closes ≥ the initial level on any observation date before maturity (12 Jan 2026 or 10 Jul 2026), the notes are redeemed early at par plus the due coupon, ending further payments.
Principal repayment: • If not called and GOOG is ≥ the Downside Threshold ($134.03) on the final valuation date, principal is returned. • If GOOG finishes < the threshold, repayment = $10 × (1 + Underlying Return), exposing holders to the full share decline down to total loss.
Key economics & fees: Issue price $10, estimated initial value $9.79 (reflecting 1.75 % underwriting discount and internal funding adjustments). Secondary market liquidity is not assured; notes are unlisted. All payments depend on UBS credit quality.
Risk highlights: Potential loss of all capital, non-guaranteed coupons, issuer credit risk, limited liquidity, adverse tax uncertainty (pre-paid derivative treatment) and structural conflicts of interest (UBS acts as issuer, underwriter, calculation agent).
Investor profile: Suitable only for investors who understand equity-linked structures, can tolerate principal loss, and value a high conditional coupon over direct participation in Alphabet’s share appreciation.
UBS AG is offering $1,000,000 of Trigger Autocallable Contingent Yield Notes linked to the common stock of Alphabet Inc. (GOOG). The debt is senior unsecured, issued in $10 denominations, and matures on 14 Jan 2027 (≈18 months) unless automatically called earlier.
Income mechanics: Investors receive a 10.76 % p.a. fixed contingent coupon (≈$0.538 per note semi-annually) only when GOOG’s closing price on an observation date is ≥ the Coupon Barrier of $134.03 (75 % of the initial $178.70). Miss the barrier and that period’s coupon is forfeited.
Autocall feature: If GOOG closes ≥ the initial level on any observation date before maturity (12 Jan 2026 or 10 Jul 2026), the notes are redeemed early at par plus the due coupon, ending further payments.
Principal repayment: • If not called and GOOG is ≥ the Downside Threshold ($134.03) on the final valuation date, principal is returned. • If GOOG finishes < the threshold, repayment = $10 × (1 + Underlying Return), exposing holders to the full share decline down to total loss.
Key economics & fees: Issue price $10, estimated initial value $9.79 (reflecting 1.75 % underwriting discount and internal funding adjustments). Secondary market liquidity is not assured; notes are unlisted. All payments depend on UBS credit quality.
Risk highlights: Potential loss of all capital, non-guaranteed coupons, issuer credit risk, limited liquidity, adverse tax uncertainty (pre-paid derivative treatment) and structural conflicts of interest (UBS acts as issuer, underwriter, calculation agent).
Investor profile: Suitable only for investors who understand equity-linked structures, can tolerate principal loss, and value a high conditional coupon over direct participation in Alphabet’s share appreciation.
UBS AG is offering $1,000,000 of Trigger Autocallable Contingent Yield Notes linked to the common stock of Alphabet Inc. (GOOG). The debt is senior unsecured, issued in $10 denominations, and matures on 14 Jan 2027 (≈18 months) unless automatically called earlier.
Income mechanics: Investors receive a 10.76 % p.a. fixed contingent coupon (≈$0.538 per note semi-annually) only when GOOG’s closing price on an observation date is ≥ the Coupon Barrier of $134.03 (75 % of the initial $178.70). Miss the barrier and that period’s coupon is forfeited.
Autocall feature: If GOOG closes ≥ the initial level on any observation date before maturity (12 Jan 2026 or 10 Jul 2026), the notes are redeemed early at par plus the due coupon, ending further payments.
Principal repayment: • If not called and GOOG is ≥ the Downside Threshold ($134.03) on the final valuation date, principal is returned. • If GOOG finishes < the threshold, repayment = $10 × (1 + Underlying Return), exposing holders to the full share decline down to total loss.
Key economics & fees: Issue price $10, estimated initial value $9.79 (reflecting 1.75 % underwriting discount and internal funding adjustments). Secondary market liquidity is not assured; notes are unlisted. All payments depend on UBS credit quality.
Risk highlights: Potential loss of all capital, non-guaranteed coupons, issuer credit risk, limited liquidity, adverse tax uncertainty (pre-paid derivative treatment) and structural conflicts of interest (UBS acts as issuer, underwriter, calculation agent).
Investor profile: Suitable only for investors who understand equity-linked structures, can tolerate principal loss, and value a high conditional coupon over direct participation in Alphabet’s share appreciation.
UBS AG is offering $1,000,000 of Trigger Autocallable Contingent Yield Notes linked to the common stock of Alphabet Inc. (GOOG). The debt is senior unsecured, issued in $10 denominations, and matures on 14 Jan 2027 (≈18 months) unless automatically called earlier.
Income mechanics: Investors receive a 10.76 % p.a. fixed contingent coupon (≈$0.538 per note semi-annually) only when GOOG’s closing price on an observation date is ≥ the Coupon Barrier of $134.03 (75 % of the initial $178.70). Miss the barrier and that period’s coupon is forfeited.
Autocall feature: If GOOG closes ≥ the initial level on any observation date before maturity (12 Jan 2026 or 10 Jul 2026), the notes are redeemed early at par plus the due coupon, ending further payments.
Principal repayment: • If not called and GOOG is ≥ the Downside Threshold ($134.03) on the final valuation date, principal is returned. • If GOOG finishes < the threshold, repayment = $10 × (1 + Underlying Return), exposing holders to the full share decline down to total loss.
Key economics & fees: Issue price $10, estimated initial value $9.79 (reflecting 1.75 % underwriting discount and internal funding adjustments). Secondary market liquidity is not assured; notes are unlisted. All payments depend on UBS credit quality.
Risk highlights: Potential loss of all capital, non-guaranteed coupons, issuer credit risk, limited liquidity, adverse tax uncertainty (pre-paid derivative treatment) and structural conflicts of interest (UBS acts as issuer, underwriter, calculation agent).
Investor profile: Suitable only for investors who understand equity-linked structures, can tolerate principal loss, and value a high conditional coupon over direct participation in Alphabet’s share appreciation.
UBS AG is offering $1,000,000 of Trigger Autocallable Contingent Yield Notes linked to the common stock of Alphabet Inc. (GOOG). The debt is senior unsecured, issued in $10 denominations, and matures on 14 Jan 2027 (≈18 months) unless automatically called earlier.
Income mechanics: Investors receive a 10.76 % p.a. fixed contingent coupon (≈$0.538 per note semi-annually) only when GOOG’s closing price on an observation date is ≥ the Coupon Barrier of $134.03 (75 % of the initial $178.70). Miss the barrier and that period’s coupon is forfeited.
Autocall feature: If GOOG closes ≥ the initial level on any observation date before maturity (12 Jan 2026 or 10 Jul 2026), the notes are redeemed early at par plus the due coupon, ending further payments.
Principal repayment: • If not called and GOOG is ≥ the Downside Threshold ($134.03) on the final valuation date, principal is returned. • If GOOG finishes < the threshold, repayment = $10 × (1 + Underlying Return), exposing holders to the full share decline down to total loss.
Key economics & fees: Issue price $10, estimated initial value $9.79 (reflecting 1.75 % underwriting discount and internal funding adjustments). Secondary market liquidity is not assured; notes are unlisted. All payments depend on UBS credit quality.
Risk highlights: Potential loss of all capital, non-guaranteed coupons, issuer credit risk, limited liquidity, adverse tax uncertainty (pre-paid derivative treatment) and structural conflicts of interest (UBS acts as issuer, underwriter, calculation agent).
Investor profile: Suitable only for investors who understand equity-linked structures, can tolerate principal loss, and value a high conditional coupon over direct participation in Alphabet’s share appreciation.
UBS AG is offering $1,000,000 of Trigger Autocallable Contingent Yield Notes linked to the common stock of Alphabet Inc. (GOOG). The debt is senior unsecured, issued in $10 denominations, and matures on 14 Jan 2027 (≈18 months) unless automatically called earlier.
Income mechanics: Investors receive a 10.76 % p.a. fixed contingent coupon (≈$0.538 per note semi-annually) only when GOOG’s closing price on an observation date is ≥ the Coupon Barrier of $134.03 (75 % of the initial $178.70). Miss the barrier and that period’s coupon is forfeited.
Autocall feature: If GOOG closes ≥ the initial level on any observation date before maturity (12 Jan 2026 or 10 Jul 2026), the notes are redeemed early at par plus the due coupon, ending further payments.
Principal repayment: • If not called and GOOG is ≥ the Downside Threshold ($134.03) on the final valuation date, principal is returned. • If GOOG finishes < the threshold, repayment = $10 × (1 + Underlying Return), exposing holders to the full share decline down to total loss.
Key economics & fees: Issue price $10, estimated initial value $9.79 (reflecting 1.75 % underwriting discount and internal funding adjustments). Secondary market liquidity is not assured; notes are unlisted. All payments depend on UBS credit quality.
Risk highlights: Potential loss of all capital, non-guaranteed coupons, issuer credit risk, limited liquidity, adverse tax uncertainty (pre-paid derivative treatment) and structural conflicts of interest (UBS acts as issuer, underwriter, calculation agent).
Investor profile: Suitable only for investors who understand equity-linked structures, can tolerate principal loss, and value a high conditional coupon over direct participation in Alphabet’s share appreciation.
UBS AG is offering $1,000,000 of Trigger Autocallable Contingent Yield Notes linked to the common stock of Alphabet Inc. (GOOG). The debt is senior unsecured, issued in $10 denominations, and matures on 14 Jan 2027 (≈18 months) unless automatically called earlier.
Income mechanics: Investors receive a 10.76 % p.a. fixed contingent coupon (≈$0.538 per note semi-annually) only when GOOG’s closing price on an observation date is ≥ the Coupon Barrier of $134.03 (75 % of the initial $178.70). Miss the barrier and that period’s coupon is forfeited.
Autocall feature: If GOOG closes ≥ the initial level on any observation date before maturity (12 Jan 2026 or 10 Jul 2026), the notes are redeemed early at par plus the due coupon, ending further payments.
Principal repayment: • If not called and GOOG is ≥ the Downside Threshold ($134.03) on the final valuation date, principal is returned. • If GOOG finishes < the threshold, repayment = $10 × (1 + Underlying Return), exposing holders to the full share decline down to total loss.
Key economics & fees: Issue price $10, estimated initial value $9.79 (reflecting 1.75 % underwriting discount and internal funding adjustments). Secondary market liquidity is not assured; notes are unlisted. All payments depend on UBS credit quality.
Risk highlights: Potential loss of all capital, non-guaranteed coupons, issuer credit risk, limited liquidity, adverse tax uncertainty (pre-paid derivative treatment) and structural conflicts of interest (UBS acts as issuer, underwriter, calculation agent).
Investor profile: Suitable only for investors who understand equity-linked structures, can tolerate principal loss, and value a high conditional coupon over direct participation in Alphabet’s share appreciation.
UBS AG is offering $1,000,000 of Trigger Autocallable Contingent Yield Notes linked to the common stock of Alphabet Inc. (GOOG). The debt is senior unsecured, issued in $10 denominations, and matures on 14 Jan 2027 (≈18 months) unless automatically called earlier.
Income mechanics: Investors receive a 10.76 % p.a. fixed contingent coupon (≈$0.538 per note semi-annually) only when GOOG’s closing price on an observation date is ≥ the Coupon Barrier of $134.03 (75 % of the initial $178.70). Miss the barrier and that period’s coupon is forfeited.
Autocall feature: If GOOG closes ≥ the initial level on any observation date before maturity (12 Jan 2026 or 10 Jul 2026), the notes are redeemed early at par plus the due coupon, ending further payments.
Principal repayment: • If not called and GOOG is ≥ the Downside Threshold ($134.03) on the final valuation date, principal is returned. • If GOOG finishes < the threshold, repayment = $10 × (1 + Underlying Return), exposing holders to the full share decline down to total loss.
Key economics & fees: Issue price $10, estimated initial value $9.79 (reflecting 1.75 % underwriting discount and internal funding adjustments). Secondary market liquidity is not assured; notes are unlisted. All payments depend on UBS credit quality.
Risk highlights: Potential loss of all capital, non-guaranteed coupons, issuer credit risk, limited liquidity, adverse tax uncertainty (pre-paid derivative treatment) and structural conflicts of interest (UBS acts as issuer, underwriter, calculation agent).
Investor profile: Suitable only for investors who understand equity-linked structures, can tolerate principal loss, and value a high conditional coupon over direct participation in Alphabet’s share appreciation.
FAQ
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