$7 trn
UBS Group invested assets
As of 12/31/2025
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
You’re leaving your job. What’s next for your retirement plan savings?
If you’ve recently changed jobs, left a position or retired, you now have new opportunities regarding your 401(k) or other employer-sponsored retirement plan account. Understand your available options in order to make informed, tax-efficient decisions.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
