Swiss credit

What Swiss credit does

UBS Group AG is a publicly listed Swiss universal bank and global wealth manager (SIX: UBSG), headquartered at Bahnhofstrasse 45, Zurich, with 10,000+ employees and operations across the Americas, Switzerland, and additional global markets. The firm operates four core divisions — Wealth Management, Asset Management, Investment Bank, and Corporate & Institutional Clients — serving discerning investors and families, intermediaries and institutional investors, corporates, and North American subsidiaries of Swiss corporations. As of April 29, 2026, UBS reported $7 trillion in invested assets and $73.3 billion in CET1 capital reserves, positioning it as the largest truly global wealth manager and the leading universal bank in Switzerland.

The business model combines fee-based wealth and asset management (AUM-linked revenue on a $7 trillion base), investment banking advisory and execution for corporates and institutions, and corporate banking for international subsidiaries. Distribution is multi-channel: financial advisors and physical branches for relationship-led wealth management, plus dedicated digital portals — UBS Neo for investment bank clients, ClientView for Credit Suisse individuals, Online Services for UBS WM clients, KeyLink for institutional relationship management, and UBS One Source for corporate stock plans. The marketing footprint is anchored at ubs.com, with the US site serving as a localized front door.

In 2023 UBS completed the emergency acquisition of Credit Suisse for CHF 3 billion, backed by a CHF 100 billion Swiss National Bank liquidity assistance loan and up to CHF 9 billion in federal loss guarantees. The Credit Suisse brand is retained as a sub-brand serving individual clients through the ClientView portal, while institutional businesses are being consolidated onto UBS Neo. Integration of Credit Suisse and UBS is described in current materials as an ongoing strategic priority, combining the operations and capabilities of both institutions under the UBS umbrella. Regulatory standing includes FINRA compliance for US entities (UBS Financial Services Inc., UBS Securities LLC, UBS Asset Management (Americas) Inc.).

Name

Swiss credit

Legal name

UBS Group AG

Website

https://credit-suisse.com

Company type

Public

Founded year

1862

Operating status

Operating

Headcount range

10,001+ employees

Short description

UBS Group AG is a Swiss universal bank and global wealth manager (SIX: UBSG) offering wealth management, asset management, investment banking, and corporate banking services to individuals, intermediaries, institutions, and corporates worldwide, including the integrated Credit Suisse operations acquired in 2023.

Ownership category

akta.pro rank

Product category

Investment Banking & Wealth Management

NAICS

Commercial Banking (522110), Depository Credit Intermediation (5221), Portfolio Management and Investment Advice (523940)

SIC

National Commercial Banks (6021), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Comprehensive Financial Planning (FSAEAAAA), Large-Cap / Sponsor Finance Direct Lending (FSANADAJ)

Keywords

• Wealth management services
• Investment banking
• Asset management
• Private banking
• Corporate financial services

Headquarters

HQ city

Zurich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Distribution channels3 records

Marketing channels1 record

Core offering

Swiss credit (operating under UBS Group AG following the 2023 acquisition of Credit Suisse) provides a comprehensive suite of financial services across four core divisions: Wealth Management (financial services, investment solutions, and personalized advice for discerning investors and families), Asset Management (investment capabilities across traditional and alternative asset classes for intermediaries and institutional investors), Investment Bank (advice, tailored ideas, and execution for corporates and institutional investors), and Corporate & Institutional Clients (customized solutions for North American subsidiaries of Swiss corporations and international corporate clients). The firm manages $7 trillion in invested assets and operates with $73.3 billion in CET1 capital reserves.

Product overview

UBS operates as a multi-service financial platform offering four core business divisions: Wealth Management (comprehensive financial services and investment solutions for individuals and families), Asset Management (investment capabilities across traditional and alternative asset classes for intermediaries and institutional investors), Investment Bank (advisory, ideas, and execution services for corporates and institutional clients), and Corporate & Institutional Clients (customized solutions for corporate clients). The firm also provides client-facing digital portals including UBS Neo, ClientView (for Credit Suisse clients), Online Services, UBS One Source, and KeyLink. UBS is a leading global wealth manager and the leading universal bank in Switzerland.

Differentiator

Problem solved

Functional benefit

Brands

• Credit Suisse: Former competitor brand retained following UBS acquisition, serving individual clients through ClientView portal.

Products and services

• Wealth Management An extensive suite of financial services, investment solutions, and personalized advice for discerning investors and families globally.
• Asset Management Investment capabilities across traditional and alternative asset classes for intermediaries and institutional investors.
• Investment Bank Informed advice, tailored ideas, and superb execution for corporates, institutional and professional investors.
• Corporate Clients and Institutions Customized solutions for North American subsidiaries of Swiss corporations and international corporate clients.
• UBS Neo Client Portal Digital client portal for corporate and institutional clients to access investment banking and asset management services.
• ClientView (Credit Suisse Individuals) Client portal for Credit Suisse individuals to access their accounts and financial services.
• Online Services (UBS Wealth Management) UBS Wealth Management client account access portal.
• UBS One Source (Corporate Stock Plans) Corporate Stock Plans portal for equity compensation management.
• KeyLink Institutional client portal for key relationship management.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Goldman Sachs: Global investment bank and wealth manager with strong asset management arm. Directly comparable to UBS's Investment Bank and Wealth Management businesses with similar ultra-high-net-worth client focus.
• JPMorgan Chase: Largest US universal bank with significant wealth management (J.P. Morgan Private Bank), asset management, and investment banking divisions. Directly comparable to UBS across all four core business lines.
• Citigroup: Global universal bank with significant wealth management (Citi Global Wealth) and institutional banking operations. Comparable to UBS as a diversified global bank with international wealth management focus.
• BNP Paribas: European universal bank with wealth management, asset management, and corporate & institutional banking divisions. Comparable to UBS as a globally diversified European bank with strong wealth management franchise.
• Bank of America: Major US universal bank with wealth management (Merrill Lynch), investment banking (BofA Securities), and asset management capabilities. Comparable scale player competing with UBS in multiple divisions.

Direct peers

• Credit Suisse: Former direct competitor to UBS in Swiss universal banking and global wealth management. Now wholly owned by UBS Group AG and retained as a sub-brand, but the legacy entity was the most direct peer prior to the 2023 acquisition.
• HSBC: Global universal bank with strong wealth management franchise, particularly across Asia and Europe. Comparable to UBS as a globally diversified universal bank with wealth, commercial banking, and capital markets capabilities.
• Morgan Stanley: Leading global wealth manager with substantial institutional securities and investment management businesses. Closest direct competitor to UBS in the global wealth management space, especially for ultra-high-net-worth clients.
• Julius Baer: Pure-play Swiss wealth manager focused on high-net-worth and ultra-high-net-worth clients. Direct competitor to UBS Wealth Management, particularly in the Swiss and European markets.
• Deutsche Bank: European global universal bank competing with UBS in wealth management (Wealth & Asset Management), investment banking, and corporate banking across European and international markets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/credit-suisse

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Swiss credit