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Company profile

UBS

Financial services, wealth management, banking, asset management · Zurich, Switzerland · ubs.com

UBS is a global financial services firm with core businesses in wealth management, personal and corporate banking, asset management, investment banking. Its current direction emphasizes post integration simplification, client growth, technology modernization, broader AI adoption across the group.

Strategic priorities

One firm operating model

UBS says collaboration across business divisions is a cornerstone of strategy and a key differentiator.

The annual report says UBS serves clients as one firm, with cross divisional collaboration delivering the full value of the firm.

Annual Report 2025 UBS Group

Technology modernization

UBS is investing in resilient infrastructure and modern platforms to improve client and employee experience.

The annual report says UBS is investing in a resilient and secure technology infrastructure, strengthening core platforms, modernizing applications, enhancing system reliability.

Annual Report 2025 UBS Group

Credit Suisse integration

Integration remains a major operational and technology priority.

UBS reported about 1,600 Credit Suisse business applications decommissioned by end 2025 and about 85 percent of Swiss booked client accounts transferred.

Annual Report 2025 UBS Group

Digital investment banking

The investment bank is focused on digital delivery, efficiency, data driven capabilities.

UBS says its investment bank aims to be the digital investment bank of the future, with a simplified technology architecture and increased adoption of generative AI.

Annual Report 2025 UBS Group

AI program

UBS publicly describes an enterprise AI strategy that is central to its technology agenda. The 2025 annual report says it appointed a Chief Artificial Intelligence Officer, is pursuing nine large scale transformational AI initiatives, is deploying AI augmented development tools and broader employee upskilling. UBS also says it has dedicated AI governance bodies and mandatory training on responsible generative AI use, which indicates a controlled, compliance oriented AI model.

Technology posture

UBS presents a secure, modernizing technology posture with active cloud contracting, platform simplification, groupwide AI enablement.

Cloud
3/5
AI
5/5
Data
4/5

Public materials indicate cloud services procurement, strong data usage in research, a governance heavy AI rollout.

Technology vendor categories

Cloud
n/a
Data
FactSet, Morningstar, MSCI, Bloomberg Commodity Index, ICE Market Data, FTSE, Dow Jones Indices, Markit, SIX Financial Information
AI
n/a
Security
n/a
DevOps
n/a

Recent developments

Sources

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Evidence confidence 88/100. Generated 2026-07-03 from public sources.