Competitor Profile: UBS Global Wealth Management 2026

This report provides a comprehensive analysis of UBS Group’s private banking and wealth management operations, covering its strategy, financial performance, key products and services, and brand-building activities.

Headquartered in Switzerland, UBS is a global financial services provider with a presence in over 50 countries. It is the world’s largest wealth manager as measured by assets under management (AUM).

Scope

• UBS is the leading global wealth management firm serving the high-net-worth (HNW) sector. It has a strong global presence, with North America and Europe being its biggest markets as measured by AUM.
• In June 2023, UBS completed the acquisition of Credit Suisse in a deal valued at CHF3 billion ($3.61 billion). UBS completed the migration of all Swiss-based Credit Suisse client accounts in March 2026.
• UBS is focusing on growth in the US and Asia-Pacific by introducing new digital wealth platforms for advisors and clients. In March 2026, UBS received a national banking license in the US, allowing it to expand its client base and offer full banking services.

Reasons to Buy

• Examine the financial performance, key ratios, and AUM growth of UBS and its Global Wealth Management (GWM) division and benchmark this competitor against other global wealth managers.
• Understand UBS GWM’s current strategic objectives and financial performance.
• Discover UBS GWM’s key products and client targeting strategies and examine whether these have been successful.
• Learn more about UBS GWM’s marketing strategy, social media presence, and digital innovations.