UBS Value Chain Analysis
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Dive Deeper Into the Activities Behind the Analysis
This UBS Value Chain Analysis gives a clear, structured view of how UBS creates value through its support and primary activities, making it useful for research, strategy, and investment work. The page already shows a real preview of the analysis, so you can see the actual content and format before buying. Purchase the full version to get the complete ready-to-use report.
Support Activities
Firm Infrastructure
UBS Group AG's firm infrastructure is the central control layer for capital planning, risk, legal, and compliance across its global bank. After absorbing Credit Suisse, UBS Group AG had to align controls and reporting across a much larger balance sheet and operating footprint. In 2025, UBS Group AG kept a CET1 capital ratio around 14.3%, showing strong oversight during integration.
Human Resource Management
UBS Group AG's human resource management is central because bankers, advisers, portfolio managers, traders, and technologists deliver its wealth management, asset management, and investment bank services. In UBS's 2025 reporting, the group still relied on a workforce of over 100,000 people, so recruiting, licensing, and training directly affect client trust and product quality. Strong pay, compliance training, and leadership development help UBS keep coordinated coverage across markets and protect recurring fee income.
Technology Development
In 2025, UBS kept spending on digital client platforms, trading systems, data, and cyber security to speed service and improve report consistency. It also kept simplifying legacy systems during Credit Suisse integration, supporting its CHF 13 billion cost-saving target by 2026.
Procurement
UBS Group AG's procurement covers market data, software, cloud services, professional services, and operational vendors. In 2025, that spend matters because UBS Group AG runs a global, highly regulated platform, so careful sourcing can lower costs and tighten third-party risk control.
Stronger vendor standards also help UBS Group AG manage data security, service quality, and operational resilience across banking, wealth, and investment businesses.
UBS Tightens Control While Targeting CHF 13bn in Savings
UBS Group AG's support activities in 2025 centered on integration, control, and cost discipline. Its CET1 capital ratio was about 14.3%, and it kept pushing a CHF 13 billion cost-saving target by 2026 through systems simplification, cyber spending, and tighter vendor control. Its 100,000-plus workforce and global sourcing base remain key to service quality and risk control.
| Support activity | 2025 signal |
|---|---|
| Infrastructure | CET1 ratio 14.3% |
| HR | 100,000+ staff |
| Tech | CHF 13bn savings target |
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Primary Activities
Inbound Logistics
In 2025, UBS Group AG's inbound logistics handled client cash, securities, collateral, documents, and onboarding data across four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. This intake fed account opening, portfolio funding, lending, and transaction processing. For a bank with CHF 5.8 trillion in invested assets at year-end 2024, fast and clean intake directly supports scale.
Operations
UBS Group AG operations turn client demand into advice, trades, loans, managed portfolios, custody, and underwriting. In 2025, that engine sat on a global wealth base of about USD 6 trillion in invested assets, so every process had to scale fast and stay controlled.
This is where UBS Group AG earns fees, spread income, and trading revenue while keeping market, credit, and operational risk in check. It also links front-office sales to middle- and back-office controls, which matters most after the Credit Suisse integration.
For value chain analysis, Operations is the core converter: it shapes service speed, pricing power, and client retention. One clean point: better execution here can lift revenue without adding much cost.
Outbound Logistics
UBS Group AG outbound logistics covers the delivery of executed trades, statements, research, payments, and portfolio reports through digital channels, relationship managers, clearing networks, and custody systems. In 2025, UBS Group AG served clients with about $6 trillion in invested assets, so accuracy and speed in post-trade delivery matter at scale. This step supports trust by keeping records timely and settled across markets.
Marketing and Sales
UBS Group AG marketing and sales are built to win mandates, grow assets, and cross-sell advice, lending, and investment products. In 2025, UBS Group AG used its brand, adviser network, and institutional coverage across more than 50 markets to reach private clients, corporates, institutions, and governments. Its scale, with about $6.1 trillion in invested assets, helps convert client relationships into recurring fees and larger wallet share.
Service
UBS Group AG service covers ongoing advice, performance reviews, issue fixes, and account support after the sale. In FY2025, that matters because UBS manages about $6 trillion in invested assets, so keeping clients happy helps protect fee income, lending ties, and repeat mandates across wealth, banking, and markets.
Strong service also lowers asset outflows and supports cross-sell into loans, trading, and advisory work. For UBS Group AG, each retained client relationship can feed more than one revenue stream, so service is a key value-chain step, not a back-office task.
UBS Group AG: Turning USD 6 Trillion in Assets Into Fee-Driven Growth
In FY2025, UBS Group AG's primary activities turned client assets and market demand into advice, trades, loans, custody, and underwriting across wealth, banking, asset management, and investment banking. With about USD 6 trillion in invested assets, execution speed, control, and post-trade accuracy drove fee income and client retention.
| FY2025 metric | Value |
|---|---|
| Invested assets | USD 6 trillion |
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Frequently Asked Questions
UBS Group AG's value chain emphasizes client advice, risk control, and distribution. The business spans 4 divisions and serves 4 client groups, while the 2023 Credit Suisse acquisition raised the importance of integration and simplification. In practice, the strongest economics come from long-term relationships, recurring balances, and cross-selling across banking and markets.
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