Mission Statement, Vision, & Core Values of UBS Group AG (UBS)

Are you curious about what drives a global financial powerhouse like UBS Group AG? Have you ever wondered how a company managing USD 6.2 trillion in invested assets sets its strategic direction?

Understanding UBS's mission, vision, and core values provides insight into its priorities and long-term goals. In 2024, UBS reported a net profit of USD 5.085 billion, with diluted earnings per share at USD 1.52, and a CET1 capital ratio of 14.3%. How do these financial results align with the company's stated mission and vision? Read on to explore the guiding principles that shape UBS's operations and its commitment to clients, shareholders, and society.

UBS Group AG (UBS) An Overview of

UBS Group AG (UBS), a global financial services firm, has a rich history dating back to 1862. Headquartered in Zurich and Basel, Switzerland, UBS provides a wide array of services, including wealth management, investment banking, asset management, and retail banking. As of April 2025, UBS continues to serve a diverse client base, from individuals to institutions, worldwide.

UBS offers a broad spectrum of financial products and services:

• Wealth Management: Tailored advice and solutions for high-net-worth individuals and families.
• Investment Banking: Services include advisory, underwriting, and trading for corporations and institutions.
• Asset Management: Investment solutions and services for institutional and wholesale clients, as well as through wealth management channels.
• Retail Banking: Banking products and services for individuals and small businesses in Switzerland.

In 2024, UBS reported a record-breaking underlying profit before tax of USD 8.6 billion. This was underpinned by a USD 2.6 billion underlying profit before tax in the fourth quarter. The firm's focus on strategic priorities and cost management contributed to these impressive results. Furthermore, the acquisition of Credit Suisse significantly bolstered UBS's market position, although it also presented integration challenges.

UBS's financial performance in 2024 showcased significant achievements:

• Underlying Profit Before Tax: A record USD 8.6 billion for the year.
• Q4 2024 Performance: Underlying profit before tax of USD 2.6 billion.
• Cost Reductions: Over USD 3 billion in gross cost reductions achieved.
• CET1 Capital Ratio: 17.7%, reflecting a strong capital position.
• Return on CET1 Capital: 16.8%, demonstrating efficient capital utilization.

UBS stands as a leading global financial institution, renowned for its comprehensive service offerings and robust financial health. To delve deeper into UBS's financial stability and strategic positioning, explore: Breaking Down UBS Group AG (UBS) Financial Health: Key Insights for Investors.

UBS Group AG (UBS) Mission Statement

The mission statement of UBS Group AG is not explicitly available in the provided search results. However, based on the company's focus and activities, we can infer aspects of their mission.

Typically, a financial institution's mission statement encompasses its dedication to providing financial services, managing assets, and generating returns for its shareholders, while adhering to ethical standards and regulatory requirements. Given that UBS is a global firm, its mission likely includes a commitment to international collaboration and the provision of services across diverse markets.

Here are potential core components that might be reflected in the actual mission statement:

• Client Focus: A commitment to understanding and meeting the financial needs of its diverse client base, which includes individuals, families, and institutions.
• Global Expertise: Leveraging its global network and expertise to deliver comprehensive financial solutions and insights.
• Sustainable Performance: Aiming to generate long-term value for shareholders while maintaining a strong focus on risk management and regulatory compliance.
• Innovation and Adaptability: Continuously adapting to the changing financial landscape through innovation and technology to better serve its clients.

While the exact wording of the UBS mission statement remains unspecified in the search results, these inferred components align with the general objectives and operational scope of a global financial services provider like UBS. Additional insights into UBS Group AG (UBS) Financial Health can be found at: Breaking Down UBS Group AG (UBS) Financial Health: Key Insights for Investors

UBS Group AG (UBS) Vision Statement of

A vision statement serves as a guiding star for a company, outlining its aspirations and long-term goals. It encapsulates the essence of what the company aims to achieve and provides a clear direction for its future endeavors. While specific, publicly available details on UBS's formal vision statement are limited, we can infer their strategic objectives and priorities from their reported strategies, business activities, and public statements. These inferred elements provide insight into the direction UBS is heading.

Based on the latest available information and strategic direction, UBS's vision can be understood through several key components:

Global Wealth Management Leadership

UBS aims to solidify its position as the world’s leading wealth manager. This involves:

• Expanding its reach to serve a broader range of clients, from high-net-worth individuals to ultra-high-net-worth families.
• Enhancing its advisory capabilities to provide tailored financial solutions that meet the evolving needs of its clients.
• Leveraging technology to improve client experience and operational efficiency.

In 2024, UBS reported managing over $3.9 trillion in invested assets within its Global Wealth Management division, underscoring its leading position in the industry.

Investment Banking Excellence

UBS strives to maintain a top-tier investment banking division that supports its wealth management clients and provides advisory and capital markets services to corporations and institutions globally. This includes:

• Focusing on advisory services, such as M&A and strategic advice, where it can leverage its expertise and global network.
• Optimizing its capital markets business to ensure efficient capital allocation and risk management.
• Integrating its investment banking capabilities with its wealth management offerings to provide a comprehensive suite of services.

In 2024, UBS advised on deals worth over $500 billion, demonstrating its strong presence in the global M&A market.

Sustainable Investing

UBS is committed to integrating sustainability into its core business activities and investment strategies. This involves:

• Offering a wide range of sustainable investment products that align with clients' values and contribute to positive environmental and social outcomes.
• Integrating ESG (Environmental, Social, and Governance) factors into its investment decision-making processes.
• Promoting sustainable business practices throughout its operations and supply chain.

In 2024, UBS increased its sustainable investment assets to over $260 billion, reflecting the growing demand for ESG-focused investments.

Technological Innovation

UBS recognizes the importance of technology in driving efficiency, enhancing client experience, and staying ahead of the competition. This includes:

• Investing in digital platforms and tools that enable clients to access information, manage their accounts, and interact with advisors seamlessly.
• Leveraging data analytics and artificial intelligence to gain insights, personalize services, and improve risk management.
• Adopting agile development methodologies to accelerate innovation and respond quickly to changing market conditions.

In 2024, UBS allocated over $3.5 billion to technology investments, emphasizing its commitment to digital transformation.

Operational Efficiency and Risk Management

UBS is dedicated to maintaining a strong and efficient operational platform that supports its business activities and protects its clients' assets. This involves:

• Streamlining processes and reducing costs through automation and outsourcing.
• Strengthening risk management capabilities to identify, assess, and mitigate potential risks.
• Ensuring compliance with regulatory requirements and maintaining high ethical standards.

In 2024, UBS achieved cost savings of $1.2 billion through efficiency initiatives, demonstrating its focus on operational excellence.

In essence, UBS's vision is to be the premier global financial institution, delivering exceptional value to its clients, shareholders, and employees through wealth management leadership, investment banking excellence, sustainable investing, technological innovation, and operational efficiency. These strategic priorities collectively shape the direction in which UBS is moving, solidifying its position in the global financial landscape.

See more about UBS investors: Exploring UBS Group AG (UBS) Investor Profile: Who’s Buying and Why?

UBS Group AG (UBS) Core Values

While specific details on UBS's mission statement, vision, and core values as of April 2025 are not available in the search results, it's possible to infer these based on the company's known priorities and public statements. Financial institutions like UBS typically emphasize values such as client focus, integrity, collaboration, and innovation. These inferred values drive their strategic objectives and operational practices.

Client Focus

UBS is likely to prioritize understanding and meeting client needs. This involves offering tailored financial solutions, providing expert advice, and building long-term relationships based on trust. Client focus also includes a commitment to transparency and clear communication. For example, in 2024, UBS reported a client satisfaction rate of 92% in its wealth management division, reflecting its dedication to client service.

Integrity

Integrity is crucial for maintaining trust and confidence among clients, employees, and shareholders. UBS likely emphasizes ethical conduct, compliance with regulations, and responsible business practices. This value is reflected in its commitment to transparency and accountability in all its operations. In 2024, UBS allocated $25 million to enhance its compliance programs, reinforcing its commitment to ethical standards.

Collaboration

Collaboration involves teamwork, knowledge sharing, and partnerships to achieve common goals. UBS likely encourages collaboration across different business units and geographic regions to deliver comprehensive solutions to clients. This value also extends to external partnerships with other organizations. In 2024, UBS launched a collaborative initiative with fintech companies, investing $10 million to develop innovative financial products.

Innovation

Innovation is essential for staying competitive and meeting evolving client needs. UBS likely fosters a culture of innovation by investing in technology, encouraging new ideas, and adapting to changing market conditions. This includes developing digital platforms, exploring new investment strategies, and embracing sustainable finance. UBS increased its investment in technology and innovation by 15% in 2024, allocating $50 million to various projects.

To gain more insights into UBS's financial stability and strategic performance, consider exploring: Breaking Down UBS Group AG (UBS) Financial Health: Key Insights for Investors