Stratrix
On the Record · UBS

UBS competitors, on the record

The companies UBS names as competitors in its annual reports, 2023 to 2025, and the companies that name UBS, each with the sentence and the filing.

Who UBS names

CompanyNamed in
Bank of America2025
Barclays2025
BNP Paribas2025
Citigroup2025
Deutsche Bank2025
Goldman Sachs2025
HSBC2025
JPMorgan Chase2025
Julius Baer2025
Morgan Stanley2025
PostFinance2025
Raiffeisen2025
Raymond James2025
Wells Fargo2025

In its own words

  1. Bank of America, BNP Paribas, Deutsche Bank, HSBC, JPMorgan Chase, Julius Baer, Morgan Stanley, Raymond James, Wells Fargo

    Word for word“Our main competitors fall into two categories: competitors with a strong position in the Americas but with more limited global footprints, such as Morgan Stanley, JPMorgan Chase, Bank of America and Wells Fargo, as well as some smaller firms, such as Raymond James; and competitors with international footprints but with a smaller presence than UBS in the US, such as Julius Baer, BNP Paribas, Deutsche Bank and HSBC.” 20-F for 2025
  2. Barclays, Citigroup, Goldman Sachs

    Word for word“Our main competitors are major global investment banks, including Morgan Stanley, Goldman Sachs, Bank of America, Barclays, Citigroup, BNP Paribas, Deutsche Bank, Wells Fargo and JPMorgan Chase.” 20-F for 2025
  3. PostFinance, Raiffeisen

    Word for word“In Personal Banking, our main competitors are the Swiss cantonal banks, Raiffeisen, PostFinance and other regional and local Swiss banks; we also face competition from international neobanks and other national digital market participants.” 20-F for 2025

Who names UBS

Companies whose own annual reports name UBS as a competitor.

  1. Credit Suisse Group · 2022

    Word for word“The core group considered for the purposes of Group peer benchmarking are Bank of America, Barclays, Citigroup, Deutsche Bank, Goldman Sachs, JPMorgan Chase, Morgan Stanley and UBS.” 20-F for 2022
  2. Evercore · 2025

    Word for word“Our investment banking competitors can generally be categorized into two main groups: (1) large universal banks and bulge bracket firms such as Bank of America, Barclays, Citigroup, Deutsche Bank, Goldman Sachs, JPMorgan Chase, Morgan Stanley and UBS and (2) independent advisory firms such as Centerview, Houlihan Lokey, Lazard, Moelis, Perella Weinberg, PJT Partners and Rothschild, among others.” 10-K for 2025
  3. Itau Unibanco Holding · 2025

    Word for word“Our main competitors are Bradesco, Santander and BTG, for the Brazilian market, and UBS, JP Morgan and Citibank, for the offshore market.” 20-F for 2025

Read from UBS’s annual reports (20-F for 2025, 20-F for 2024, 20-F for 2023) and the financial data it files with the SEC, as of 2026-03-09. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.