← UBS Group AG
| Annual Trend | FY 2016 | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $28.4b | $29.2b | $30.3b | $29.0b | $33.1b | $35.4b | $34.6b | $40.8b | $48.6b | $49.6b | |
| Revenue From Interest | $13.8b | $14.2b | — | — | — | — | — | — | — | — | |
| Operating expenses | $24.2b | $23.8b | $24.2b | $23.3b | $24.2b | $26.1b | $24.9b | $38.8b | $41.2b | $40.2b | |
| Additional Financial Items | |||||||||||
| Applicable Tax Rate | — | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Average Effective Tax Rate | — | — | — | $0 | $0 | $0 | $0 | $0 | $0 | — | |
| Depreciation Amortisation And Impairment Loss Reversal Of Impairment Loss Recognised In Profit Or Loss | — | — | — | $1.9b | $2.1b | $2.1b | $2.1b | $3.8b | $3.8b | $3.5b | |
| Gains Losses Recognised When Control In Subsidiary Is Lost | ($150.0m) | $37.0m | ($290.0m) | — | — | — | — | — | — | — | |
| Other Income | $599.0m | $509.0m | $427.0m | $212.0m | $1.1b | $452.0m | $1.5b | $384.0m | $675.0m | ($96.0m) | |
| Profit Loss Attributable To Noncontrolling Interests | $82.0m | $76.0m | $7.0m | $6.0m | $15.0m | $29.0m | $32.0m | $16.0m | $60.0m | $30.0m | |
| Profit Loss Before Tax | $4.1b | $5.3b | $6.0b | $5.6b | $8.2b | $9.5b | $9.6b | $28.7b | $6.8b | $8.9b | |
| Share Of Profit Loss Of Associates And Joint Ventures Accounted For Using Equity Method | $106.0m | $75.0m | $529.0m | $46.0m | $84.0m | $105.0m | $32.0m | ($348.0m) | $144.0m | $79.0m | |
| Net interest income from financial instruments measured at fair value through profit or loss and other | — | — | — | — | $1.3b | $1.4b | $1.4b | $3.8b | $7.1b | $6.3b | |
| Net interest income | $6.4b | $6.5b | $6.0b | $4.5b | $5.9b | $6.7b | $6.6b | $7.3b | $7.1b | $7.7b | |
| Fee and commission income | $18.4b | $19.4b | $19.6b | $19.1b | $21.0b | $24.4b | $20.8b | $23.8b | $28.7b | $30.6b | |
| Net fee and commission income | $16.4b | $17.2b | $17.9b | $17.4b | $19.2b | $22.4b | $19.0b | $21.6b | $26.1b | $27.9b | |
| Depreciation, amortization and impairment of non-financial assets | — | — | — | $1.9b | $2.1b | $2.1b | $2.1b | $3.8b | $3.8b | $3.5b | |
| Operating profit / (loss) before tax | $4.1b | $5.3b | $6.0b | $5.6b | $8.2b | $9.5b | $9.6b | $28.7b | $6.8b | $8.9b | |
| Net profit / (loss) | $3.3b | $1.1b | $4.5b | $4.3b | $6.6b | $7.5b | $7.7b | $27.9b | $5.1b | $7.8b | |
| Net profit / (loss) attributable to non-controlling interests | $82.0m | $76.0m | $7.0m | $6.0m | $15.0m | $29.0m | $32.0m | $16.0m | $60.0m | $30.0m | |
| Net profit / (loss) attributable to shareholders for basic EPS | $3.2b | $1.1b | $4.5b | $4.3b | $6.6b | $7.5b | $7.6b | $27.8b | $5.1b | $7.8b | |
| Other net income from financial instruments measured at fair value through profit or loss | — | $5.6b | $7.0b | $6.8b | $7.0b | $5.8b | $7.5b | $11.6b | $14.7b | $14.0b | |
| Basic Earnings (Loss) Per Share | $0.86 | $0.28 | $1.21 | $1.17 | $1.83 | $2.14 | $2.34 | $8.83 | $1.59 | $2.46 | |
| Diluted Earnings (Loss) Per Share | $0.84 | $0.27 | $1.18 | $1.14 | $1.77 | $2.06 | $2.25 | $8.45 | $1.52 | $2.36 | |
| Basic | $0.86 | $0.28 | $1.21 | $1.17 | $1.83 | $2.14 | $2.34 | $8.83 | $1.59 | $2.46 | |
| Diluted | $0.84 | $0.27 | $1.18 | $1.14 | $1.77 | $2.06 | $2.25 | $8.45 | $1.52 | $2.36 | |
| General And Administrative Expense | $7.4b | $6.8b | $6.8b | $5.3b | $4.9b | $5.6b | $5.2b | $10.2b | $10.1b | $8.8b | |
| General and administrative expenses | $7.4b | $6.8b | $6.8b | $5.3b | $4.9b | $5.6b | $5.2b | $10.2b | $10.1b | $8.8b | |
| Administrative Expense | $713.0m | $600.0m | $590.0m | $551.0m | $565.0m | — | — | — | — | — | |
| Current Tax Expense (Income) | — | — | — | — | $1.2b | $1.6b | $1.4b | $1.6b | $2.2b | $1.4b | |
| Employee Benefits Expense | $15.7b | $15.9b | $16.1b | $16.1b | $17.2b | $18.4b | $17.7b | $24.9b | $27.3b | $27.9b | |
| Expense From Share-Based Payment Transactions With Employees | $820.0m | $698.0m | $634.0m | $610.0m | $686.0m | $651.0m | $703.0m | $1.1b | $1.1b | $1.1b | |
| Other Employee Expense | $565.0m | $570.0m | $654.0m | $555.0m | $561.0m | $576.0m | $621.0m | $890.0m | $1.0b | $1.0b | |
| Postemployment Benefit Expense Defined Benefit Plans | $435.0m | $471.0m | $188.0m | $461.0m | $502.0m | $470.0m | $437.0m | $847.0m | $731.0m | $921.0m | |
| Postemployment Benefit Expense Defined Contribution Plans | $236.0m | $239.0m | $268.0m | $326.0m | $343.0m | $363.0m | $357.0m | $514.0m | $578.0m | $579.0m | |
| Professional Fees Expense | $1.2b | $1.2b | $1.0b | $882.0m | $675.0m | $540.0m | $592.0m | $1.6b | $1.6b | $1.3b | |
| Interest income from financial instruments measured at amortized cost and fair value through other comprehensive income | $10.4b | $10.4b | $10.1b | $10.7b | $8.8b | $8.5b | $11.8b | $31.7b | $36.0b | $27.9b | |
| Fee and commission expense | ($1.8b) | ($1.8b) | ($1.7b) | ($1.7b) | ($1.8b) | ($2.0b) | ($1.8b) | ($2.2b) | ($2.6b) | ($2.7b) | |
| Credit loss expense / (release) | ($38.0m) | ($131.0m) | ($118.0m) | ($78.0m) | ($694.0m) | $148.0m | $29.0m | $1.0b | $551.0m | $524.0m | |
| Personnel expenses | $15.7b | $15.9b | $16.1b | $16.1b | $17.2b | $18.4b | $17.7b | $24.9b | $27.3b | $27.9b | |
| Tax expense / (benefit) | $805.0m | $4.1b | $1.5b | $1.3b | $1.6b | $2.0b | $1.9b | $873.0m | $1.7b | $1.1b | |
| Interest Expense | $7.4b | $7.7b | — | — | — | — | — | — | — | — | |
| Interest Expense On Lease Liabilities | — | — | — | $122.0m | $110.0m | $102.0m | $92.0m | $166.0m | $191.0m | $161.0m | |
| Interest expense from financial instruments measured at amortized cost | ($5.0b) | ($5.4b) | ($6.4b) | ($7.2b) | ($4.2b) | ($3.3b) | ($6.6b) | ($28.2b) | ($35.9b) | ($26.5b) | |
| Income Tax Expense Continuing Operations | $805.0m | $4.1b | $1.5b | $1.3b | $1.6b | $2.0b | $1.9b | $873.0m | $1.7b | $1.1b |
Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.