UBS Reports Strong Performance with Over $7 Trillion in Assets
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy UBS?
Source: Businesswire
- Significant Performance Growth: In Q4 2025, UBS reported a net profit of $1.2 billion, up 56% year-over-year, with a full-year net profit of $7.8 billion, reflecting strong business momentum and client support.
- Asset Scale Breakthrough: Group invested assets exceeded $7 trillion for the first time, marking a 15% year-over-year increase, driven by strong market performance and client inflows, further solidifying its leadership in global wealth management.
- Successful Integration Progress: By the end of 2025, approximately 85% of Swiss client accounts were successfully migrated to UBS systems, with cumulative cost savings reaching $10.7 billion, expected to drive higher synergies in 2026 and support future growth.
- Capital Return Plans: UBS plans to propose a dividend of $1.10 per share for 2026, a 22% increase year-over-year, and intends to repurchase $3 billion in shares, demonstrating its ongoing commitment to shareholders and strong capital foundation.
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Analyst Views on UBS
Wall Street analysts forecast UBS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for UBS is 45.75 USD with a low forecast of 37.61 USD and a high forecast of 60.17 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
8 Buy
2 Hold
3 Sell
Moderate Buy
Current: 47.760
Low
37.61
Averages
45.75
High
60.17
Current: 47.760
Low
37.61
Averages
45.75
High
60.17
About UBS
UBS Group AG is a Switzerland-based holding company and conducts its operations through UBS AG and its subsidiaries. The company operates as a wealth manager with focused asset management and investment banking capabilities and a capital-light and cash-generative business model. The Company comprises four business divisions: Global Wealth Management, which provides tailored advice and solutions to its clients around the globe; Personal & Corporate Banking division provides comprehensive financial products and services to private, corporate and institutional clients in Switzerland; Asset Management division offers investment capabilities and styles across all traditional and alternative asset classes, as well as advisory support to institutions; Investment Bank provides investment advice, financial solutions and capital markets access to institutional, corporate and wealth management clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Estimate Adjustments: Over the last three months, UBS has seen one upward revision in EPS estimates, while revenue forecasts have not been revised upward and have experienced two downward adjustments, indicating market caution regarding its future performance.
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- Asset Scale Breakthrough: Group invested assets exceeded $7 trillion for the first time, marking a 15% year-over-year increase, driven by strong market performance and client inflows, further solidifying its leadership in global wealth management.
- Successful Integration Progress: By the end of 2025, approximately 85% of Swiss client accounts were successfully migrated to UBS systems, with cumulative cost savings reaching $10.7 billion, expected to drive higher synergies in 2026 and support future growth.
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- Job Cuts Plan: UBS may implement up to 10,000 additional job cuts by 2027, a move aimed at optimizing its cost structure and addressing market challenges, which could impact employee morale and corporate culture.
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- Shareholder Return Plan: This dividend will be paid on April 23, with a record date of April 22 and an ex-dividend date also on April 22, subject to approval at the Annual General Meeting on April 15, demonstrating the company's commitment to shareholder interests and transparency.
- Future Buyback Plans: UBS plans to repurchase $3 billion in shares in 2026, with expectations of mid-teens percentage increase in dividends per share, aiming to further enhance shareholder value while considering future regulatory changes in Switzerland and financial performance.
- Financial Performance Overview: In Q4 2025, UBS completed its planned $3 billion share repurchase, although GAAP EPS of $0.37 missed expectations by $0.02, revenue of $12.15 billion exceeded expectations by $130 million, showcasing the company's resilience in revenue growth.
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- Asset Management Growth: Group invested assets surpassed $7 trillion for the first time, up 15% year-over-year, reflecting strong client trust and market performance, which is expected to drive future revenue growth and market share expansion.
- Significant Integration Progress: Successfully migrated 85% of Swiss client accounts to UBS systems, with cumulative cost savings reaching $10.7 billion, indicating effective cost reduction and efficiency improvements during the integration process.
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See More
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- Profitability Improvement: The net profit for Q4 surged 56% year-over-year to $1.2 billion, reflecting significant cost savings and business growth achieved during the integration process, enhancing future profitability prospects.
- Capital Return Plan: UBS plans to propose a dividend of $1.10 per share at the upcoming AGM, a 22% increase year-over-year, and intends to repurchase $3 billion in shares by 2026, demonstrating commitment to shareholders and confidence in future growth.
- Strategic Goals: The company has set ambitious targets for 2028, aiming for an approximately 18% return on CET1 capital and a 67% cost/income ratio, driven by sustainable growth and efficiency gains, further solidifying its market position.
See More
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- Asset Scale Breakthrough: Group invested assets exceeded $7 trillion for the first time, marking a 15% year-over-year increase, driven by strong market performance and client inflows, further solidifying its leadership in global wealth management.
- Successful Integration Progress: By the end of 2025, approximately 85% of Swiss client accounts were successfully migrated to UBS systems, with cumulative cost savings reaching $10.7 billion, expected to drive higher synergies in 2026 and support future growth.
- Capital Return Plans: UBS plans to propose a dividend of $1.10 per share for 2026, a 22% increase year-over-year, and intends to repurchase $3 billion in shares, demonstrating its ongoing commitment to shareholders and strong capital foundation.
See More
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