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Wallets/ubs

UBS (post-Credit Suisse acquisition)

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Overview

UBS is the world's only truly global wealth manager + Switzerland's leading bank (post-March 2023 emergency acquisition of Credit Suisse) [1, 2, ch-cro]. 2025 baseline: USD7+ trillion invested assets (+15% YoY) + USD7.77 billion net profit for 2025 + USD10.7 billion cumulative gross cost savings from Credit Suisse integration (above $10B guidance) + all client accounts booked outside Switzerland transitioned to UBS platforms + 85% of Switzerland-booked accounts transitioned.

Distinctive UBS positioning [1, 3, 4]:

  • World's only truly global wealth manager post-March 2023 Credit Suisse emergency acquisition
  • Switzerland's leading bank post-Credit Suisse acquisition
  • USD7+ trillion invested assets (+15% YoY in 2025)
  • USD7.77 billion net profit for 2025
  • USD10.7 billion cumulative gross cost savings from Credit Suisse integration (above $10B guidance)
  • Credit Suisse integration completion on track by end of 2026
  • March 19, 2023 emergency Credit Suisse acquisition: UBS acquired Credit Suisse for CHF 3 billion in Swiss-government-brokered deal (distinctive largest banking acquisition in Swiss history; distinctive global systemically important bank rescue)

History

1862 — Swiss Bank Corporation (SBC) + 1872 — Union Bank of Switzerland (UBS) founded — distinctive Swiss banking heritage.

1998 — UBS + Swiss Bank Corporation merger to form modern UBS Group — distinctive Swiss mega-bank consolidation.

2008 — UBS receives Swiss government rescue post-2008 financial crisis subprime exposure.

March 19, 2023 — UBS acquires Credit Suisse for CHF 3 billion in Swiss-government-brokered emergency deal [2] — distinctive largest banking acquisition in Swiss history + distinctive global systemically important bank rescue.

2024-2026 — UBS Credit Suisse integration timeline (on track for end of 2026 completion) [3].

2025 — UBS USD7.77B net profit + USD10.7B cumulative gross cost savings + USD7+T invested assets (+15% YoY) + all client accounts booked outside Switzerland transitioned + 85% Switzerland-booked accounts transitioned [1, 4].

Ownership & operator

Operating entity: UBS Group AG (SIX Swiss Exchange: UBSG; NYSE: UBS) + UBS AG (operating subsidiary).

Major shareholders: BlackRock + Vanguard + Norges Bank + various Swiss + international institutional + SIX Swiss Exchange + NYSE public floats (widely held; no single controlling shareholder).

Regulators: FINMA (Swiss Financial Market Supervisory Authority) + SNB (Swiss National Bank) + ECB + per-country (FED + OCC US + others).

Technical integration

Layer Description
Channels UBS Mobile Banking app (iOS + Android; primary CH retail-banking mobile channel) + UBS Online Banking + UBS cards (Visa + Mastercard + AmEx) + UBS branch network (CH + global) + UBS Key4 (UBS's distinctive Swiss digital banking app for young customers)
Identifiers Email + card number + IBAN
CH + EU rails twint (Swiss TWINT national mobile-payment app; UBS founding-bank participant) + [[sepa-instant]] (EU SEPA Instant)
License Bank (UBS full Swiss banking license; world's only truly global wealth manager + Switzerland's leading bank post-Credit Suisse acquisition)
Sub-products UBS Wealth Management (world's largest) + UBS Investment Bank + UBS Asset Management + UBS Personal & Corporate Banking (Switzerland) + UBS Key4 (Swiss digital banking app for young customers) + UBS Mobile Banking + UBS Online Banking + UBS cards (Visa + Mastercard + AmEx) + UBS Family Office + UBS Private Banking + UBS Global Wealth Management
Distinctive March 19, 2023 Credit Suisse emergency acquisition: CHF 3B Swiss-government-brokered deal (distinctive largest banking acquisition in Swiss history)
Distinctive USD7+ trillion invested assets (world's largest wealth manager)
TWINT founding-bank participant: UBS is co-founder of Swiss TWINT national mobile-payment app

Users & growth

2025 baseline [1, 3, 4]:

  • World's only truly global wealth manager + Switzerland's leading bank post-Credit Suisse acquisition
  • USD7+ trillion invested assets (+15% YoY in 2025)
  • USD7.77 billion net profit for 2025
  • USD10.7 billion cumulative gross cost savings from Credit Suisse integration (above $10B guidance)
  • Credit Suisse integration completion on track by end of 2026: All client accounts booked outside Switzerland transitioned + 85% Switzerland-booked accounts transitioned

Use cases

Swiss + multi-country (30+ countries) wealth management + personal & corporate banking + investment banking + asset management via UBS Mobile Banking + UBS Online + UBS Key4 (Swiss digital banking for young customers) + cards + branches; Swiss TWINT national mobile-payment app (UBS founding-bank participant); SEPA Instant; UBS Wealth Management (world's largest) + UBS Family Office + UBS Private Banking + UBS Global Wealth Management.

Implementations & partners

Operator: UBS Group AG (SIX Swiss Exchange: UBSG; NYSE: UBS) + UBS AG operating subsidiary.

Major shareholders: BlackRock + Vanguard + Norges Bank + Swiss + international institutional + SIX Swiss Exchange + NYSE public floats (widely held; no single controlling shareholder).

Major Swiss banking competitors:

  • PostFinance (Swiss state-owned bank operated by Swiss Post; Switzerland's largest retail bank by customers)
  • Raiffeisen Switzerland (Swiss cooperative bank; major Swiss retail bank)
  • Zürcher Kantonalbank (ZKB) (Zurich Canton state-owned bank; major Swiss cantonal bank)
  • Swiss cantonal banks (24 Swiss cantonal banks)
  • Julius Bär (Swiss private bank)
  • Pictet (Swiss private bank)
  • Lombard Odier (Swiss private bank)
  • Vontobel (Swiss private bank)
  • EFG International (Swiss private bank)

TWINT consortium founding-bank participant: UBS + Credit Suisse (now part of UBS) + ZKB + PostFinance + Raiffeisen + 8 other Swiss banks.

Global wealth management competitors: Morgan Stanley Wealth Management + JPMorgan Private Bank + Goldman Sachs Private Wealth Management + BNP Paribas Wealth Management + HSBC Private Banking + Credit Agricole Indosuez Wealth Management + others.

Regulators: FINMA + SNB + ECB + per-country (FED + OCC US + others).

Fun facts

  • World's only truly global wealth manager post-March 19, 2023 Credit Suisse emergency acquisition.
  • Switzerland's leading bank post-Credit Suisse acquisition.
  • USD7+ trillion invested assets (+15% YoY in 2025).
  • USD7.77 billion net profit for 2025 + USD10.7B cumulative gross cost savings from Credit Suisse integration (above $10B guidance).
  • 1862 Swiss Bank Corporation (SBC) + 1872 Union Bank of Switzerland (UBS) founding — distinctive Swiss banking heritage.
  • 1998 UBS + Swiss Bank Corporation merger to form modern UBS Group.
  • 2008 UBS receives Swiss government rescue post-2008 financial crisis.
  • March 19, 2023 UBS acquires Credit Suisse for CHF 3 billion in Swiss-government-brokered emergency deal — distinctive largest banking acquisition in Swiss history + distinctive global systemically important bank rescue.
  • UBS Credit Suisse integration completion on track by end of 2026: All client accounts booked outside Switzerland transitioned + 85% Switzerland-booked accounts transitioned.
  • TWINT founding-bank participant for Swiss national mobile-payment app.
  • UBS Key4 distinctive Swiss digital banking app for young customers.

Comparison

Feature UBS (post-Credit Suisse acquisition) PostFinance (Swiss state-owned bank; Switzerland's largest retail bank by customers) Raiffeisen Switzerland (Swiss cooperative bank rival) [[chase-mobile]] (US's #1 bank by assets comparable global mega-bank) [[hsbc-uk]] (Global UK-anchored international bank comparable wealth management)
Operator UBS Group AG (SIX Swiss Exchange: UBSG; NYSE: UBS; widely held: BlackRock + Vanguard + Norges Bank + Swiss + international institutional + SIX Swiss Exchange + NYSE public floats; no single controlling shareholder) + UBS AG operating subsidiary PostFinance (Swiss Post state-owned bank) Raiffeisen Schweiz (Swiss cooperative bank) JPMorgan Chase & Co. (NYSE: JPM; widely held) HSBC Holdings (LSE: HSBA + HKEX: 5 + NYSE: HSBC; widely held)
Type World's only truly global wealth manager + Switzerland's leading bank post-Credit Suisse acquisition + USD7+ trillion invested assets + USD7.77B net profit 2025 + UBS Key4 Swiss digital banking app for young customers + TWINT founding-bank participant + 30+ countries Swiss state-owned bank + Switzerland's largest retail bank by customers + Swiss Post subsidiary Swiss cooperative bank + major Swiss retail bank US #1 bank by assets + Chase Mobile + J.P. Morgan Wealth Management + Chase UK UK Big-4 + global UK-anchored international bank + First Direct subsidiary + HSBC Holdings 60+ countries
Country CH + 30+ other countries Switzerland primary Switzerland US + GB UK + 60+ countries
Users USD7+ trillion invested assets (+15% YoY 2025); USD7.77B net profit 2025; USD10.7B cumulative gross cost savings from Credit Suisse integration CH state-owned major Swiss cooperative major JPMorgan Chase 91M+ customers across segments 15M UK customers + 7M+ registered mobile banking customers + 1.7B+ logins past year
Distinctive 1862 SBC + 1872 UBS founding; 1998 UBS + SBC merger; 2008 Swiss government rescue post-financial crisis; Mar 19 2023 UBS acquires Credit Suisse for CHF 3B Swiss-government-brokered emergency deal (largest banking acquisition in Swiss history + global systemically important bank rescue); UBS Credit Suisse integration completion on track by end of 2026 (all client accounts booked outside Switzerland transitioned + 85% Switzerland-booked accounts transitioned); UBS Key4 Swiss digital banking app for young customers; TWINT founding-bank participant Swiss Post state-owned bank; Switzerland's largest retail bank by customers Swiss cooperative bank; major Swiss retail bank 1799 Manhattan Company predecessor; 2000 Chase Manhattan + J.P. Morgan merger; 91M+ customers; J.P. Morgan Wealth Management; Chase UK 1865 Hong Kong founding by Sir Thomas Sutherland; 1991 HSBC Holdings UK domicile + LSE primary listing; First Direct subsidiary

Status

Active, world's only truly global wealth manager + Switzerland's leading bank post-March 2023 Credit Suisse acquisition [1, 3]:

  • UBS Group AG (SIX Swiss Exchange: UBSG; NYSE: UBS) since 1998 (UBS + Swiss Bank Corporation merger; original SBC 1862 + UBS 1872).
  • USD7+ trillion invested assets (+15% YoY 2025) + USD7.77 billion net profit for 2025 + USD10.7B cumulative gross cost savings.
  • March 19, 2023 Credit Suisse emergency acquisition: CHF 3B Swiss-government-brokered deal (distinctive largest banking acquisition in Swiss history).
  • Credit Suisse integration completion on track by end of 2026.
  • TWINT founding-bank participant for Swiss national mobile-payment app.
  • UBS Key4 distinctive Swiss digital banking app for young customers.
  • FINMA + SNB + ECB + per-country regulated.

Sources

Source

Biography extracted from ubs.md. See matrix.md for standards-support matrix if present.

source · docs/wallets/ubs/index.md