UBS AG
Business
UBS AG is a global financial services firm providing banking and capital markets services. It offers wealth management, asset management, investment banking, corporate and retail banking, and related advisory and transaction services. Its operations are organized into business segments that include wealth management, personal and corporate banking, asset management, an investment bank, and a corporate center supporting centralized functions. The company serves clients worldwide through a combination of client-facing offices, digital platforms, institutional channels, and intermediary relationships across major global markets.
Summary from filing dated 2025-03-17
Financials
Latest annual snapshot (FY2025, period end 2025-12-31). Full statement history unavailable for this entity.
| Revenue | — |
| Net income | $3.57B |
| Total assets | $1.62T |
| Total liabilities | $1.53T |
| Stockholders' equity | — |
| Operating cash flow | — |
Filings
Material Events
Insiders
Institutional Holders
Holdings (13F)
Portfolio as of 2014-09-30 · 15,317 positions
Top sectors
| Sector | Value | % of portfolio |
|---|---|---|
| Uncategorized | $135.58B | 100.0% |
Top holdings
| Issuer | Ticker | Shares | Value | % |
|---|---|---|---|---|
| SPDR S&P 500 ETF TR | — | 18.91M | $3.73B | 2.8% |
| SPDR S&P 500 ETF TR | — | 13.75M | $2.71B | 2.0% |
| UBS AG | — | 90.01M | $1.56B | 1.1% |
| SPDR S&P 500 ETF TR | — | 7.64M | $1.50B | 1.1% |
| APPLE INC | — | 13.12M | $1.32B | 1.0% |
| SPDR S&P 500 ETF TR | — | 5.40M | $1.06B | 0.8% |
| ISHARES TR | — | 25.42M | $1.06B | 0.8% |
| ISHARES TR | — | 7.57M | $828.10M | 0.6% |
| MICROSOFT CORP | — | 17.71M | $821.07M | 0.6% |
| JOHNSON & JOHNSON | — | 7.61M | $811.13M | 0.6% |