Company profile
SEC EDGAR ↗- Industry
- National Commercial Banks
- Listed
- NYSE: UBS
- Incorporated
- Switzerland
- Headquarters
- Zurich
- Fiscal year end
- Dec 31
Financials
FY2021- Revenue
- $35.4B
- Net income
- $7.49B
- Total assets
- $1.12T
| Fiscal year | Revenue | Net income | Total assets |
|---|---|---|---|
| FY2021 | $35.4B | $7.49B | $1.12T |
| FY2020 | $33.1B | $6.57B | $1.13T |
| FY2019 | $29.0B | $4.31B | $972.2B |
| FY2018 | $30.3B | $4.52B | $958.5B |
| FY2017 | $29.8B | $1.05B | $939.3B |
| FY2016 | $28.8B | $3.43B | $918.9B |
Reported fiscal years from SEC filings (20-F) — SEC EDGAR ↗. Stratrix is a strategy publication, not a real-time financial data service.
Decisions on record
One verified Decision Case on UBS, and the casebook each one belongs to.
| Fork date | Decision type | What UBS chose | Where it stood | The story | Casebook |
|---|---|---|---|---|---|
| 2012 | The Turnaround | Wind down fixed income | the share of the combined Swiss banking balance sheet tied to investment banking fell from 75% in 2007 to 29% by 2025 (2025) | Read the story → | The Turnaround Casebook → |
Run one of these yourself
The decisions UBS faced, as kits you can run.
Each pack takes one of these decisions and gives you the framework, a deck for the room, a model that resolves to one number, and the sourced cases behind it. $499, one-time.
The analyses
The Counterfactual · Decision Forks
UBS Took Credit Suisse by Decree; a Court Later Voided the CHF 16.5bn Bondholder Wipeout
The 2023 UBS-Credit Suisse deal was sold as a market rescue. It was an emergency decree built in days - and by October 2025 a Swiss court had annulled its CHF 16.5bn AT1 write-down as unconstitutional, while UBS quietly walked away from CHF 109bn in backstops it never touched.
8 min
The Crisis Response · Crisis & Reinvention
Switzerland Kept UBS Alive Through 2008 — a Rescue Planned Since March
UBS is remembered as the bank resilient enough to weather the crisis. It wasn't. It lost more than $45 billion, its leadership was already gone, and only a sovereign rescue kept it alive — a rescue Swiss officials had been quietly planning since March 2008.
8 min
The Turnaround · Crisis & Reinvention
A CHF 6 Billion Rescue and a $2.3 Billion Rogue Trade Pushed UBS Into Wealth Management
UBS is celebrated for pivoting from trading to wealth management. But the decisive 2012 move came 11 months into a new CEO's tenure, after a CHF 6 billion rescue and a $2.3 billion rogue trade — and it cut 10,000 jobs because the rules made fixed income unprofitable.
7 min
Tools to try
- Ansoff move finderFramework: Ansoff Matrix
- Business model canvas builderFramework: Business Model Canvas
- Change readiness checkFramework: Kotter's 8-Step Change Model
- Five Forces scorerFramework: Porter's Five Forces
- SMART goal builderFramework: SMART Goals
- SWOT builderFramework: SWOT Analysis
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