--- title: "UBS Statistics 2026: New Data, Big Surprises Ahead" date: 2026-01-13 author: "Steven Burnett" featured_image: "https://coinlaw.io/wp-content/uploads/2026/01/ubs-statistics.jpg" categories: - name: "Banking" url: "/banking.md" tags: - name: "Statistics" url: "/tag/statistics.md" --- # UBS Statistics 2026: New Data, Big Surprises Ahead UBS Group AG stands as one of the world’s foremost financial institutions, blending global reach with deep expertise in [wealth management](https://coinlaw.io/wealth-management-industry-statistics/), [investment banking](https://coinlaw.io/investment-banking-industry-statistics/), and [asset management](https://coinlaw.io/asset-management-statistics/). In recent years, the bank has navigated complex integration efforts while posting solid growth in key financial metrics. Its influence spans global markets, major financial centers, and ultra-high-net-worth clients. In this article, you’ll explore the most relevant UBS statistics across core performance areas to understand its current trajectory and resilience. Let’s begin with the most compelling figures shaping UBS this year. ## Editor’s Choice - **$6.9 trillion** in invested assets reported by UBS as of September 30, 2025, reflecting strong client inflows and balance sheet scale. - **14.8%** Basel III common equity tier 1 capital ratio reported in Q3 2025, underscoring UBS’s capital strength. - **$1.632 trillion** in total assets on the balance sheet as of late 2025. - **$84.56 billion** in annual revenue for fiscal 2024, serving as a key baseline for 2025 and 2026 comparisons. - **$7.337 billion** in net income over the trailing 12 months ending September 30, 2025. - **74%** year-over-year net profit increase in Q3 2025 compared with Q3 2024. - **22.3%** share of Swiss dealmaking fees in 2025, highlighting UBS’s domestic market leadership. ## Recent Developments - Credit Suisse’s full integration completion is targeted for the end of 2026.​ - CEO Sergio Ermotti to step down in **April 2027** post-integration.​ - Swiss investment banking market share rose to **22.3%** in 2025.​ - Cost reduction targets progressing ahead of **$13 billion** timeline.​ - Opposed to the Swiss capital rules requiring up to **$24 billion** in additional capital.​ - Gross cost savings achieved **$9.1 billion** by mid-2025.​ - AI and automation investments enhance efficiency across operations.​ - **70%** of the 2026 savings target was realized early. ## Global Footprint and Presence - United States core market with **23%** of employees in the Americas. - ​Wealth management accounts for over **50%** of **$6.9 trillion** global invested assets. - ​Asia Pacific hosts **24%** of the workforce and leads in wealth growth.​ - Regional diversification with **32%** employees in Switzerland, **20%** EMEA. ![UBS Global Workforce and Wealth Distribution by Region](https://coinlaw.io/wp-content/uploads/2026/01/ubs-global-workforce-and-wealth-distribution-by-region.jpg "UBS Global Workforce and Wealth Distribution by Region") - Operates in more than **50** countries across the Americas, EMEA, and the Asia Pacific.​ - Maintains presence in all major financial centers worldwide.​ - UBS Americas Holding LLC ranks **22nd** among U.S. banks by **$212 billion** in assets.​ - Strategic hubs in **New York**, **London**, **Zurich**, **Hong Kong**, and **Singapore**.​ - Supports **110,000+** employees across **159** nationalities.​ ## UBS Overview and Key Facts - UBS Group AG is headquartered in **Zurich** and **Basel**, Switzerland.​ - Operates in wealth management, investment banking, asset management, and [consumer banking](https://coinlaw.io/consumer-banking-satisfaction-statistics/).​ - Manages one of the world’s largest private wealth platforms with invested assets of **$6.9 trillion**.​ - Global headcount stands at **110,323** employees.​ - Designated as a systemically important financial institution.​ - Serves approximately half of the world’s billionaires as clients.​ - Shares trade on major global exchanges, part of the Swiss Market Index.​ - Regional subsidiaries enable localized banking and advisory services.​ - Targets **$13 billion** gross cost savings by end-2026 from Credit Suisse integration. ## Assets Under Management Statistics - UBS reported **$6.9 trillion** in invested assets by Q3 2025. - Global Wealth Management and Asset Management account for the majority of total AUM. - Net new assets reached **$38 billion** in Q3 2025 alone. - Year-to-date net new assets totaled approximately **$92 billion** by Q3 2025. - UBS Asset Management surpassed **$2 trillion** in invested assets during 2025. - AUM growth reflected diversified inflows across geographies and asset classes. - UBS ranks among the top 10 global asset managers by assets under management. ## Balance Sheet and Total Assets - Total consolidated assets are at **$1.632 trillion**.​ - The balance sheet exceeded **$1.7 trillion** in recent quarters.​ - Loans and receivables net at approximately **$599 billion**.​ - Total loss absorbing capacity maintained at **$185 billion**.​​ - High-quality liquid assets (HQLA) of **$332 billion**.​ - Non-core and Legacy risk-weighted assets reduced to **$32.7 billion**.​ ![UBS Balance Sheet and Asset Composition Overview](https://coinlaw.io/wp-content/uploads/2026/01/ubs-balance-sheet-and-asset-composition-overview.jpg "UBS Balance Sheet and Asset Composition Overview") ## Revenue and Income Statistics - UBS generated **$12.76 billion** in Q3 2025 revenue, up **3.5%** year over year. - Operating expenses declined **4.4%** to **$9.83 billion** during the same period. - Trailing 12-month revenue totaled approximately **$77.3 billion** as of September 2025. - Revenue per share in Q2 2025 stood at **$5.76**. - Wealth management fee growth contributed meaningfully to revenue stability. - Investment banking trading activity drove quarterly revenue outperformance. ## Net Profit and Earnings Statistics - UBS posted **$2.5 billion** in net profit in Q3 2025. - Quarterly net profit increased approximately **74%** year over year. - Earnings per share for Q3 2025 reached **$0.76**. - Pre-tax profit rose to **$3.6 billion**, a **50%** annual increase. - Global Wealth Management delivered **$1.8 billion** in pre-tax profit. - Asset Management pre-tax profit increased **19%** to **$282 million**. - Investment Bank pre tax profit reached approximately **$787 million**. - Non-core legacy units returned a positive pre-tax result. ## Profitability and Return Ratios - Net profit margin stood at approximately **11.02%** as of September 2025. - Return on common equity Tier 1 reached **16.3%** on a reported basis in Q3 2025. - Underlying CET1 return measured approximately **12.7%**. - U.S. wealth management margin reached **13.8%** in Q3 2025. - Cost-income ratio measured **77%** on a reported basis. - Underlying cost-income ratio improved to approximately **69.7%**. - Cost efficiency gains reflected integration synergies and restructuring. - Capital returns supported shareholder value creation. ![UBS Profitability and Return Ratios](https://coinlaw.io/wp-content/uploads/2026/01/ubs-profitability-and-return-ratios.jpg "UBS Profitability and Return Ratios") ## Capital, Leverage, and Liquidity Ratios - CET1 capital ratio remained at **14.8%** in Q3 2025. - CET1 leverage ratio measured **4.6%**. - Tangible book value per share increased during 2025. - UBS repurchased approximately **$1.1 billion** of shares in Q3 2025. - Planned buybacks for 2025 may total **$3 billion**. - Liquidity coverage ratio averaged approximately **182%**. - Net stable funding ratio remained near **120%**. ## Risk-Weighted Assets and Risk Metrics - Risk-weighted assets (RWAs) totaled **$342 billion** across all business divisions.​ - Non-core and Legacy RWAs reduced to **$32.7 billion** through active portfolio management.​ - Credit loss expense was recorded at **$128 million** for the quarter.​ - Litigation reserve releases amounted to **$668 million**.​ - Leverage ratio exposure measured **$1.3 trillion**.​ - Liquidity coverage ratio achieved **188%** compliance.​ - Net stable funding ratio stood at **125%**.​ - Credit risk costs remained at historically low levels.​ ## Investment Bank Statistics - Investment Bank’s underlying operating income totaled **$1.1 billion** for the quarter.​ - Global Banking revenue increased **41%** year over year to **$718 million**.​ - Advisory revenues rose **52%** driven by strong dealmaking activity.​ - Markets’ revenue grew **14%** to **$1.7 billion** across all regions.​ - Equities revenue up **22%** while fixed income increased **9%**.​ - Ranked #1 in Europe equity capital markets league tables.​ - Top **10** global investment banks by overall fee generation.​ - Cost/income ratio improved significantly to **71.3%**.​ - Return on regulatory capital achieved a strong **19.9%**. ![UBS Investment Bank Performance Metrics](https://coinlaw.io/wp-content/uploads/2026/01/ubs-investment-bank-performance-metrics.jpg "UBS Investment Bank Performance Metrics") ## Segment Performance Overview - Global Wealth Management’s net profit at **$3.2 billion**.​ - Personal Banking net profit reached **$1.1 billion**.​ - Asset Management pre-tax profit rose **19%** year over year to **$697 million**.​ - Investment Bank’s underlying profit before tax at **$1.1 billion**.​ - Non-core and Legacy Portfolio showed **$19 million** net profit.​ - Wealth management transaction-based income increased **9%**.​ - Cost/income ratio improved to **71%**.​ - Combined core businesses’ pre-tax profit grew **25%**. ## Global Wealth Management Statistics - Net new assets totaled **$38 billion** in Q3 2025. - Year-to-date inflows approached **$92 billion**. - [Ultra-wealthy clients](https://coinlaw.io/billionaire-wealth-distribution-statistics/) accounted for the majority of inflows. - Total wealth management assets exceeded **$4.7 trillion**. - Net new assets increased approximately **50%** year over year. - Pre-tax profit reached **$1.8 billion** in Q3 2025. - Advisory services expanded despite advisor attrition. - Recurring fees supported revenue stability. ## Personal and Corporate Banking Statistics - Net fee and commission income reached **$781 million** in Q3 2025. - Revenue declined year over year due to interest rate shifts. - Q1 2025 revenue totaled approximately **$1.428 billion**. - Pre-tax profit declined approximately **25%** year over year. - Swiss lending activity exceeded **CHF 40 billion** in Q1 2025. - Customer deposits declined modestly in select regions. - Mortgage lending remained highly collateralized. - Regulatory adjustments influenced strategic priorities. ## Deposits and Funding Statistics - Customer deposits reached **$606 billion** across all regions.​ - Loans to deposits ratio improved to **83%** reflecting a strong liquidity position.​ - Liquidity coverage ratio (LCR) achieved **188%** well above regulatory minimums.​ - Net stable funding ratio (NSFR) maintained at **125%**.​ - Total client loans grew **4%** year over year to **$546 billion**.​ - Fee income from deposit services demonstrated resilience amid rate changes.​ - Diversified funding supported by **110,000** global clients.​ - Basel III high-quality liquid assets totaled **$332 billion**.​ ## Credit Suisse Acquisition Impact Statistics - Acquired Credit Suisse in 2023 for **CHF 3 billion**.​ - Gross cost savings achieved **$9.1 billion** by mid-2025.​ - **70%** of **$13 billion** 2026 cost savings target was met early.​ - Annualized run-rate savings projected at **$15 billion**.​ - Targeted **$13 billion** gross cost savings by end-2026.​ - Over two-thirds of Swiss client accounts successfully migrated.​ - Revenue synergies expected to add **$5 billion** annually.​ - Post-merger net new money inflows are at **$80 billion**.​ ## Integration and Synergy Realization Statistics - Integration completion targeted by end-**2026**.​ - Exit‑rate gross cost savings rose further to **$10 billion** by **Q3 2025**. - Total cost reduction target set at **$13 billion**.​ - Annualized run-rate savings projected at **$15 billion**.​ - Risk-weighted assets reduced by **$70 billion** post-integration.​ - Over **1,000** applications were decommissioned in the IT consolidation.​ - Client migrations exceeded **70%** completion in key markets.​ - AI and [cloud initiatives](https://coinlaw.io/cloud-migration-in-banking-statistics/) enhanced operational productivity.​ ## Outlook Targets and Guidance Figures - Cost savings target reaches **$13 billion** by end-2026 through integration synergies.​ - Annualized run-rate savings guidance projects **$15 billion** in efficiencies.​ - Return on CET1 capital targeted above **15%** reflecting capital discipline.​ - Return on tangible equity (RoTE) guidance set at **15-18%**.​ - Net new money growth guidance maintained at **4-6%** annually.​ - Cost/income ratio improvement target below **70%**.​ - CET1 capital ratio at **14.8%** and CET1 leverage ratio at **4.6%** for **Q3 2025**, with **LCR at 182%** and **NSFR at 120%**, reflecting UBS’s latest reported regulatory capital and liquidity position. - Leverage ratio maintained strong at **4.7%** amid regulatory scrutiny. ## Frequently Asked Questions (FAQs) **What was UBS’s reported net profit for Q3 2025?**UBS reported a **$2.5 billion** net profit in Q3 2025, up about **74 % year‑over‑year**. **How much did UBS’s invested assets reach in Q3 2025?**Group invested assets increased by 4% sequentially to $6.9 trillion in Q3 2025. **What were UBS’s underlying pre‑tax profits in Q3 2025?**Underlying pre‑tax profit reached **$3.6 billion** in Q3 2025. **How much net new assets did UBS’s Global Wealth Management generate in Q3 2025?**UBS’s Global Wealth Management recorded **$38 billion** in net new assets in Q3 2025. ## Conclusion UBS has solidified its position as a major global bank with deep wealth management roots and a growing universal banking franchise. Integration of Credit Suisse continues to shape cost structures, capital planning, and revenue mix. Financial performance metrics point to improving profitability, liquidity strength, and operational efficiency. As regulatory frameworks evolve, UBS’s execution discipline and diversification strategy will determine long-term outcomes. The data shows a resilient institution navigating transition while positioning for sustainable global growth.