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Wealth Firm Earnings · UBS

UBS Global Wealth Management earnings

Client assets, net new assets, advisors and revenue, quarter by quarter, as UBS reports them for its Global Wealth Management business, with the source for every number.

In Q2 2026, UBS reported $4.94T in client assets, up 9.5% from a year earlier and $35.5B in net new assets. Revenue was $7.1B, up 13% year over year.

Next reportOctober 28, 2026

Latest releaseJuly 29, 2026

NewsUBS coverage

Quarter by quarter

Client assets

Invested assets, Global Wealth Management

  1. $4.51TQ2 2025
  2. $4.71TQ3 2025
  3. $4.75TQ4 2025
  4. $4.67TQ1 2026
  5. $4.94T$4.94TQ2 2026
Show as table
PeriodClient assets
Q2 2026$4.94T
Q1 2026$4.67T
Q4 2025$4.75T
Q3 2025$4.71T
Q2 2025$4.51T

Net new assets

Net new assets, Global Wealth Management

  1. $23.3BQ2 2025
  2. $37.5BQ3 2025
  3. $8.5BQ4 2025
  4. $37.4BQ1 2026
  5. $35.5B$35.5BQ2 2026
Show as table
PeriodNet new assets
Q2 2026$35.5B
Q1 2026$37.4B
Q4 2025$8.5B
Q3 2025$37.5B
Q2 2025$23.3B

Advisors

Advisors (full-time equivalents), Global Wealth Management

  1. 9,565Q2 2025
  2. 9,499Q3 2025
  3. 9,420Q4 2025
  4. 9,359Q1 2026
  5. 9,1739,173Q2 2026
Show as table
PeriodAdvisors
Q2 20269,173
Q1 20269,359
Q4 20259,420
Q3 20259,499
Q2 20259,565

Revenue

Total revenues, Global Wealth Management

  1. $6.3BQ2 2025
  2. $6.5BQ3 2025
  3. $6.7BQ4 2025
  4. $7.1BQ1 2026
  5. $7.1B$7.1BQ2 2026
Show as table
PeriodRevenue
Q2 2026$7.1B
Q1 2026$7.1B
Q4 2025$6.7B
Q3 2025$6.5B
Q2 2025$6.3B

Global Wealth Management Americas

Client assets

Invested assets (Americas)

  1. $2.19TQ2 2025
  2. $2.28TQ3 2025
  3. $2.28TQ4 2025
  4. $2.24TQ1 2026
  5. $2.42T$2.42TQ2 2026
Show as table
PeriodClient assets
Q2 2026$2.42T
Q1 2026$2.24T
Q4 2025$2.28T
Q3 2025$2.28T
Q2 2025$2.19T

Net new assets

Net new assets (Americas)

  1. −$3.5BQ2 2025
  2. −$8.6BQ3 2025
  3. −$14.1BQ4 2025
  4. $5.3BQ1 2026
  5. $900M$900MQ2 2026
Show as table
PeriodNet new assets
Q2 2026$900M
Q1 2026$5.3B
Q4 2025−$14.1B
Q3 2025−$8.6B
Q2 2025−$3.5B

Advisors

Advisors (full-time equivalents) (Americas)

  1. 5,773Q2 2025
  2. 5,779Q3 2025
  3. 5,772Q4 2025
  4. 5,722Q1 2026
  5. 5,6445,644Q2 2026
Show as table
PeriodAdvisors
Q2 20265,644
Q1 20265,722
Q4 20255,772
Q3 20255,779
Q2 20255,773

Revenue

Total revenues (Americas)

  1. $2.9BQ2 2025
  2. $3.1BQ3 2025
  3. $3.2BQ4 2025
  4. $3.3BQ1 2026
  5. $3.4B$3.4BQ2 2026
Show as table
PeriodRevenue
Q2 2026$3.4B
Q1 2026$3.3B
Q4 2025$3.2B
Q3 2025$3.1B
Q2 2025$2.9B

Reading these numbers

  • Figures are in US dollars, as UBS reports them. Revenue is total revenue as reported. Advisors are full-time equivalents.
  • The Americas business is shown separately below the division totals.

Every figure and its source

Download CSV
PeriodFigureValueSource
Q2 2026Invested assetsGlobal Wealth Management$4.94TSEC filingJuly 29, 2026
Q2 2026Invested assets (Americas)Global Wealth Management Americas$2.42TSEC filingJuly 29, 2026
Q2 2026Net new assetsGlobal Wealth Management+$35.5BSEC filingJuly 29, 2026
Q2 2026Net new assets (Americas)Global Wealth Management Americas+$900MSEC filingJuly 29, 2026
Q2 2026Advisors (full-time equivalents)Global Wealth Management9,173SEC filingJuly 29, 2026
Q2 2026Advisors (full-time equivalents) (Americas)Global Wealth Management Americas5,644SEC filingJuly 29, 2026
Q2 2026Total revenuesGlobal Wealth Management$7.1BSEC filingJuly 29, 2026
Q2 2026Total revenues (Americas)Global Wealth Management Americas$3.4BSEC filingJuly 29, 2026
Q1 2026Invested assetsGlobal Wealth Management$4.67TSEC filingApril 29, 2026
Q1 2026Invested assets (Americas)Global Wealth Management Americas$2.24TSEC filingApril 29, 2026
Q1 2026Net new assetsGlobal Wealth Management+$37.4BSEC filingApril 29, 2026
Q1 2026Net new assets (Americas)Global Wealth Management Americas+$5.3BSEC filingApril 29, 2026
Q1 2026Advisors (full-time equivalents)Global Wealth Management9,359SEC filingApril 29, 2026
Q1 2026Advisors (full-time equivalents) (Americas)Global Wealth Management Americas5,722SEC filingApril 29, 2026
Q1 2026Total revenuesGlobal Wealth Management$7.1BSEC filingApril 29, 2026
Q1 2026Total revenues (Americas)Global Wealth Management Americas$3.3BSEC filingApril 29, 2026
Q4 2025Invested assetsGlobal Wealth Management$4.75TSEC filingFebruary 4, 2026
Q4 2025Invested assets (Americas)Global Wealth Management Americas$2.28TSEC filingFebruary 4, 2026
Q4 2025Net new assetsGlobal Wealth Management+$8.5BSEC filingFebruary 4, 2026
Q4 2025Net new assets (Americas)Global Wealth Management Americas−$14.1BSEC filingFebruary 4, 2026
Q4 2025Advisors (full-time equivalents)Global Wealth Management9,420SEC filingFebruary 4, 2026
Q4 2025Advisors (full-time equivalents) (Americas)Global Wealth Management Americas5,772SEC filingFebruary 4, 2026
Q4 2025Total revenuesGlobal Wealth Management$6.7BSEC filingFebruary 4, 2026
Q4 2025Total revenues (Americas)Global Wealth Management Americas$3.2BSEC filingFebruary 4, 2026
Q3 2025Invested assetsGlobal Wealth Management$4.71TSEC filingOctober 29, 2025
Q3 2025Invested assets (Americas)Global Wealth Management Americas$2.28TSEC filingOctober 29, 2025
Q3 2025Net new assetsGlobal Wealth Management+$37.5BSEC filingOctober 29, 2025
Q3 2025Net new assets (Americas)Global Wealth Management Americas−$8.6BSEC filingOctober 29, 2025
Q3 2025Advisors (full-time equivalents)Global Wealth Management9,499SEC filingOctober 29, 2025
Q3 2025Advisors (full-time equivalents) (Americas)Global Wealth Management Americas5,779SEC filingOctober 29, 2025
Q3 2025Total revenuesGlobal Wealth Management$6.5BSEC filingOctober 29, 2025
Q3 2025Total revenues (Americas)Global Wealth Management Americas$3.1BSEC filingOctober 29, 2025
Q2 2025Invested assetsGlobal Wealth Management$4.51TSEC filingJuly 30, 2025
Q2 2025Invested assets (Americas)Global Wealth Management Americas$2.19TSEC filingJuly 30, 2025
Q2 2025Net new assetsGlobal Wealth Management+$23.3BSEC filingJuly 30, 2025
Q2 2025Net new assets (Americas)Global Wealth Management Americas−$3.5BSEC filingJuly 30, 2025
Q2 2025Advisors (full-time equivalents)Global Wealth Management9,565SEC filingJuly 30, 2025
Q2 2025Advisors (full-time equivalents) (Americas)Global Wealth Management Americas5,773SEC filingJuly 30, 2025
Q2 2025Total revenuesGlobal Wealth Management$6.3BSEC filingJuly 30, 2025
Q2 2025Total revenues (Americas)Global Wealth Management Americas$2.9BSEC filingJuly 30, 2025

Questions

How much in client assets does UBS have?

UBS Global Wealth Management reported $4.94T in client assets (“Invested assets”, Global Wealth Management) at the end of Q2 2026, according to its release on July 29, 2026.

What were UBS’s net new assets in Q2 2026?

+$35.5B, reported as “Net new assets” for Global Wealth Management in its release on July 29, 2026.

How many financial advisors does UBS have?

9,173 at the end of Q2 2026 (Global Wealth Management), as reported in “UBS Group second quarter 2026 report (Form 6-K)”.

When does UBS report earnings next?

UBS Global Wealth Management has announced Q3 2026 results for October 28, 2026.

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