With a 160+ year history and as part of a global Swiss firm with Financial Advisors in 49 states, UBS Wealth Management in the US has extensive experience managing the wealth of high-net-worth and ultra-high-net worth individuals and families.

Time and again, our firm has been tested and proven resilient. Our Financial Advisors continue to build lasting relationships with clients in helping them pursue their goals through managing their wealth. Today, UBS is stronger than ever.

Strong ratings and capital reserves

A-

Long-term credit rating1 by Standard & Poor’s

$6.1 trn

invested assets2

$69 bn

Capital reserves3

1 Details UBS Group AG also received ratings of A3 and A from Moody’s and Fitch, respectively.
2 UBS Group AG invested assets as of May 21, 2025.
3 As of May 21, 2025, UBS has CET1 capital of USD $69bn.

Why UBS matters for your financial life

  • Financial strength and resiliency

    Our top ratings from major credit agencies can help give you more financial confidence. We also perform regular financial "stress tests" to help further protect your assets.

  • Globally connected, locally active

    As one of the world's leading wealth managers, we combine global reach with local knowledge. That way, we can give you the most timely, relevant insights as you pursue your financial goals.

  • Holistic advice, tailored for you

    Our Advisors can tap into our full range of solutions and global resources to deliver comprehensive advice and address your unique needs

Globally strong. Locally active.

UBS has a long-standing commitment to serving the communities in which we live and work. Our Community Impact program operates in all regions to make connections where they matter most.

  • We make connections, locally and in cities and branches across the country.
  • The program is a powerful vehicle to generate social impact and address issues associated with wealth inequality.
  • In addition to our Group-wide goals, our regional Community Impact programs allow us to focus on the issues relevant to our local communities.
     

Quarterly updates and other important information

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Together, we can help you pursue what’s important

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Approval code: IS4614871 Expiration: 07/07/2026