UBS Group (UBSG) AGM 2026 summary

Opening remarks and agenda

• AGM formally opened with introductions of key executives, board members, auditors, and independent proxy; quorum confirmed and voting procedures outlined.

• No shareholder requests for agenda items were received; meeting convened in accordance with legal and statutory requirements.

• AGM scheduled for 15 April 2026 in Basel, with live webcast and multilingual support for shareholders.

• Agenda includes 2025 performance, Credit Suisse integration, strategy, capital position, shareholder returns, compensation, sustainability, board elections, and Q&A.

• Voting to be conducted electronically, with majority rule excluding blank/invalid votes.

Financial performance review

• Net profit for 2025 rose 53% to $7.8 billion; group invested assets increased by 15% to over $7 trillion.

• Underlying profit before tax was $11.7bn, with cost/income ratio improving to 74.4%.

• Return on CET1 capital was 10.8% (13.7% underlying); EPS rose to 2.36.

• Asset inflows in 2025 totaled $101 billion; by 2028, aim for inflows above $200 billion per year.

• Gross cost savings of $10.7 billion achieved by end of 2025, with a new target of $13.5 billion by end of 2026.

Strategic initiatives and plans

• Integration of Credit Suisse nearly complete, with migration of 1.2 million client relationships and major IT/data center consolidation.

• Final stages of Credit Suisse integration targeted for completion in 2026, with 85% of Swiss client accounts migrated and IT wind-down nearly complete.

• Focus on growing asset gathering, especially in Asia and the US; national bank charter in the US obtained.

• Ambition to restore and surpass pre-acquisition profitability by 2028; AI and digital assets highlighted as growth drivers.

• Medium-term priorities include reinforcing leadership in key regions, enhancing US platform, and leveraging cross-border opportunities.