History says these 30 controversial stocks are likely to outperform, according to UBS (2024)

FAQs

Is UBS a good stock to invest? ›

Based on analyst ratings, UBS Group AG's 12-month average price target is $31.76. UBS Group AG has 2.22% upside potential, based on the analysts' average price target. UBS Group AG has a consensus rating of Moderate Buy which is based on 7 buy ratings, 7 hold ratings and 1 sell ratings.

UBS is back in profit, after two loss-making quarters driven by costs from integrating Credit Suisse. The Swiss bank posted a $1.8 billion net profit in the first quarter, triple the roughly $600 million that analysts were expecting. Revenue was higher and costs were lower than had been forecast.

The name UBS is derived from one of its predecessor corporations, the Union Bank of Switzerland. The current UBS originated when the Union Bank of Switzerland merged with the Swiss Bank Corporation in 1998. Thus, UBS is now used as the company's official name and not as an acronym.

and is considered “well-capitalized.” Deposits at UBS Bank USA are not protected by SIPC but are instead eligible for insurance by the Federal Deposit Insurance Corporation (FDIC) up to $250,000 (including principal and accrued interest) for each insurable capacity (e.g., single, joint, corporate, etc.)

As a registered broker-dealer, UBS Financial Services is subject to oversight by the U.S. Securities and Exchange Commission (SEC), whose “Net Capital” rule is designed to protect you against the risk of a broker-dealer's failure.

Strength of UBS Bank USA

UBS Bank USA remains well-capitalized with a Common Equity Tier 1 (CET1) capital ratio of 29.22% as of December 31, 2022, compared to the regulatory minimum requirement of 4.5%. It received a Fitch credit rating of AA-/F1+, as of September 12, 2022.

In investment banking, there are two sides: the Buy side and the Sell side. The Buy side are asset management, wealth management, pension funds, hedge funds and insurance companies. Whereas the Sell Side are investment banks such as Goldman, Morgan Stanley, JPM, Citi, Deutsche, Barclays, BoA, UBS and HSBC.

Largest shareholders include UBS Group AG, Vanguard Group Inc, Massachusetts Financial Services Co /ma/, Credit Suisse Ag/, Dodge & Cox, Fmr Llc, Zurcher Kantonalbank (Zurich Cantonalbank), ARTKX - Artisan International Value Fund Investor Shares, Cevian Capital II GP LTD, and DODFX - Dodge & Cox International Stock ...

UBS Securities became a subsidiary of UBS in 2015. The latter company increased its share to 51% by acquiring additional stake from China Guodian and COFCO Group. Beijing Guoxiang Asset Management's stake in UBS Securities is now (as of 2019) owned by sister company Beijing State-owned Assets Management.

Who owns most of UBS? ›

UBS AG is the ultimate parent company of all subsidiaries globally (UBS AG and its direct and indirect subsidiaries, the “UBS Group”). UBS AG is a Swiss corporation organized as an Aktiengesellschaft (AG), which is a corporation that has issued shares of common stock to investors.

UBS client services are known for their strict bank–client confidentiality and culture of banking secrecy. Because of the bank's large positions in the Americas, EMEA and Asia Pacific markets, the Financial Stability Board considers it a global systemically important bank.

In 2022, UBS came in 25th in investment banking for the Americas, according to Dealogic's revenue-based ranking, which doesn't have numbers for a stand-alone UBS in just the U.S. anymore. It has traditionally done better in Europe and in Asia than in the U.S. UBS has tried to crack the U.S. before.