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UBS Group AG — Investor Relations & Filings

Ticker · UBSG ISIN · CH0244767585 LEI · 549300SZJ9VS8SGXAN81 SW Financial and insurance activities
Filings indexed 3,168 across all filing types
Latest filing 2021-10-29 Interim / Quarterly Rep…
Country CH Switzerland
Listing SW UBSG

UBS Group AG is a global financial services firm that provides wealth management, asset management, investment banking, and personal and corporate banking solutions. The company serves a diverse clientele, including private individuals, families, institutional investors, corporations, and financial intermediaries worldwide. Core offerings include financial advice, tailored investment solutions across traditional and alternative asset classes, and execution services, all supported by in-house research and market intelligence. A primary focus is on wealth management, delivering services structured around liquidity, longevity, and legacy planning. The firm also provides specialized services to other banks, including market intelligence, business execution, liquidity provision, and processing.

Recent filings

Filing Released Lang Actions
3Q21 UBS Group AG report
Interim / Quarterly Report
2021-10-29 English
3Q21 UBS AG report
Interim / Quarterly Report
2021-10-29 English
Call Transcript 2021
Call Transcript Classification · 95% confidence The document is a Form 6-K filing by UBS Group AG and UBS AG, dated October 27, 2021. It contains a transcript of the presentation of the Third Quarter 2021 Results, including speeches by the CEO and CFO, and an analyst Q&A session. The content includes detailed financial results, strategic updates, and business performance for the quarter. The presence of a full transcript of an earnings presentation and Q&A session indicates this is a Call Transcript (CT) rather than a brief earnings release or an annual/interim report. The document length (15,000 characters) and detailed content support this classification.
2021-10-27 English
Interim / Quarterly Report 2021
Interim / Quarterly Report Classification · 95% confidence The document is a Form 6-K filed by UBS Group AG and UBS AG, which is a report of a foreign private issuer pursuant to SEC rules. It specifically states that it consists of presentation materials related to the Third Quarter 2021 Results. Form 6-K filings typically include interim or quarterly information for foreign issuers. The document length is 1629 characters, which is relatively short but contains substantive content (presentation materials) related to quarterly results, not just an announcement or a certification. Therefore, it fits the definition of an Interim / Quarterly Report (IR).
2021-10-26 English
Interim / Quarterly Report 2021
Interim / Quarterly Report Classification · 95% confidence The document is titled 'FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER' filed with the SEC, dated October 26, 2021, for UBS Group AG. It contains detailed financial results for the third quarter of 2021, including income, expenses, profit, and various financial ratios. It also includes management commentary on recent regulatory and legal developments, strategic partnerships, and business sales. The document is comprehensive and contains substantive financial data and analysis for a period shorter than a full fiscal year (the third quarter). Form 6-K is used by foreign private issuers to report quarterly or other interim financial information to the SEC. Given the detailed quarterly financial data and management discussion, this document fits the definition of an Interim / Quarterly Report (IR). It is not a brief announcement or a certification, nor is it a full annual report or earnings release summary. Therefore, the correct classification is IR with high confidence.
2021-10-26 English
1Q22 Announcement publication date
Report Publication Announcement Classification · 100% confidence The document is a short notification (861 characters) from UBS AG informing the public about the upcoming publication date of its first quarter 2022 report. It explicitly states the date of publication and provides a link to the website where the report will be available. Per the 'Menu vs Meal' rule, since this is an announcement of a report rather than the report itself, it is classified as a Report Publication Announcement (RPA).
2021-10-26 English

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