UBS Group AG

UBS Group AG is a Swiss multinational investment bank and financial services company, headquartered in Zurich and Basel, Switzerland. While operating across five key business areas including personal banking, corporate and institutional clients, investment banking, and asset management, its center of gravity is global wealth management. The firm's mission is to provide financial advice, solutions, and products to help clients achieve their financial goals.

UBS Wealth Management offers a comprehensive suite of services primarily to ultra-high-net-worth and high-net-worth individuals and families. Its offerings include discretionary and non-discretionary investment management, covering a range of products such as stocks, bonds, mutual funds, ETFs, annuities, and alternative investments. The division also provides extensive financial planning services, encompassing retirement, estate, insurance, and education planning, alongside specialized solutions like family office services and philanthropy planning.

UBS is recognized as the world's largest private bank, managing the largest amount of private wealth globally, including approximately half of the world's billionaires among its clientele. A significant recent development was its acquisition of rival Credit Suisse in 2023. In January 2026, UBS launched a new Wealth Advice Center hub in Dallas, Texas, to expand its services. However, the firm also faced a $125 million fine from FinCEN in 2026 for money laundering through one of its US subsidiaries. The company's leadership includes Chairman of the Board Colm Kelleher and Group Chief Executive Officer Sergio P. Ermotti.