Securities Lending

Book, roll and manage Locates; view UBS and market-wide securities lending analytics.

Locates Tool

  • Book single-stock locates by quantity or value (USD equivalent).
  • Upload multiple locates using a file or copy and paste directly from Excel spreadsheets.
  • Save lists of locates to run every day for up to six months.
  • View all locates with valid effective dates in your “Today View” – and customize your view with fast filters and quick search.
  • Export data to view in an Excel.

Analytics Tool

  • See a variety of data points around a stock and view historical charts on UBS and market-wide securities lending data points.
    • View the latest stock price; UBS research rating (if covered) and the UBS Stock Borrow Loan rate category – all in the context of real-time UBS market insight and UBS research.
    • Chart UBS indicative availability and indicative rate, as well as market data showing utilization and quantity on loan.
  • Locate directly from the analytics area or quickly see the status and number of locates already booked with a fast link to the main locates tool.

Reporting Tools

Review and customize online and overnight reports, dig deeper into what matters with flexible filter and quick-look-up options.

Cash Management

Manage your cash management activities including cash movements and FX across all your accounts in one place.

Get Started

Register your interest in the award-winning UBS Neo to help unlock your trading potential.