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UBS(UBS) - 2025 Q2 - Quarterly Report
2025-07-31 10:14
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________ FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 Date: July 31, 2025 UBS Group AG (Registrant's Name) Bahnhofstrasse 45, 8001 Zurich, Switzerland (Address of principal executive office) Commission File Number: 1-36764 UBS AG (Registrant's Name) Bahnhofstrasse 45, 8001 Zurich, Switzerland Aeschenvorstadt 1, 4051 Basel, Switzerland (Address of principal ...
陆家嘴财经早餐2025年7月31日星期四
Wind万得· 2025-07-30 22:47
Group 1 - The Central Committee of the Communist Party of China emphasized the need for stable and flexible economic policies, focusing on active fiscal policies and moderate monetary policies to support technology innovation, consumption, small and micro enterprises, and stabilize foreign trade [2][4] - The government plans to allocate approximately 90 billion yuan for childcare subsidies, with local governments required to open applications by August 31 [2] Group 2 - The Federal Reserve maintained the federal funds rate target range at 4.25% to 4.5%, indicating that it is too early to predict a rate cut in September due to uncertainties surrounding tariffs and inflation [3] - The U.S. economy showed strong performance with a second-quarter GDP growth of 3%, significantly exceeding market expectations [13] Group 3 - The A-share market showed mixed results, with the Shanghai Composite Index rising by 0.17% while the Shenzhen Component and ChiNext Index fell by 0.77% and 1.62% respectively [6] - Hong Kong's Hang Seng Index dropped by 1.36%, with significant declines in the new energy vehicle sector [6] Group 4 - Foxconn announced a strategic alliance with TECO Electric & Machinery through a share swap to enter the trillion-yuan AI data center market [7] - New Oriental's revenue for the fourth fiscal quarter reached $1.243 billion, a year-on-year increase of 9.4%, but net profit decreased by 73.7% [7] Group 5 - Major announcements from listed companies included CATL reporting a 33.02% increase in net profit for the first half of the year and a proposed dividend of 10.07 yuan per share [9] - XGIMI projected a staggering 2062% increase in net profit for the first half of the year [9] Group 6 - The Ministry of Civil Affairs reported a 20.5% decline in marriage registrations for 2024, with a marriage rate of 4.3‰ [4] - The divorce rate was reported at 2.5‰, with 3.513 million divorce registrations [4] Group 7 - The National Health Commission called for enhanced risk assessment and preventive measures against the Chikungunya virus [5] - Shanghai's housing authority plans to initiate a comprehensive urban renewal project by 2026 [5]
UBS Group Q2 Earnings & Revenues Rise Y/Y, Expenses Decline
ZACKS· 2025-07-30 16:31
Key Takeaways UBS reported 2Q25 net profit of $2.39B, more than doubling from the prior year's $1.14B.Strong profits in the Wealth, Asset Management and Investment Bank units drove 1.7% revenue growth.UBS cut expenses by 5.6% and achieved 70% of the targeted $13B in cost savings from the Credit Suisse merger.UBS Group AG (UBS) reported a second-quarter 2025 net profit attributable to shareholders of $2.39 billion compared with $1.14 billion in the prior-year quarter.Results were driven by the strong perform ...
瑞银:英国央行可能在8月会议上上调通胀和经济增长预期
news flash· 2025-07-30 15:57
金十数据7月30日讯,瑞银经济学家在一份报告中说,英国央行可能会上调英国2025年的通胀和经济增 长预期。他们说,鉴于6月份通胀数据高于预期,英国央行可能会将其对2025年英国通胀的预期从3.3% 略微上调至3.5%。瑞银表示,在一季度GDP增长高于预期之后,增长预测也可能会被略微上调。"与英 国央行5月份的假设相比,我们预计能源价格和有效英镑汇率将被上调,而政策利率假设可能基本保持 不变。" 瑞银:英国央行可能在8月会议上上调通胀和经济增长预期 ...
UBS (UBS) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-30 12:06
UBS (UBS) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.7 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.86%. A quarter ago, it was expected that this bank would post earnings of $0.42 per share when it actually produced earnings of $0.51, delivering a surprise of +21.43%.Over the last four quarters, the company has surpassed co ...
聚焦今夜美国GDP:整体增长预计反弹,但消费、就业难言乐观?
Hua Er Jie Jian Wen· 2025-07-30 10:41
今晚20:30公布的美国第二季度GDP数据,或许会在账面上显示强劲反弹,但这份数据很可能具有相当大的误导性。 由贸易逆差收窄驱动的增长,掩盖了消费支出温和及商业投资停滞等核心领域的疲软迹象,这让一份看似强劲的报告,实则预示着美国 经济的潜在动能正在放缓。 媒体对经济学家的调查显示,市场普遍预期美国第二季度GDP将实现2.4%的年化增长,彻底扭转第一季度0.5%的萎缩局面。瑞银在最新 发布的财报中,将美国第二季度GDP增长预测大幅上调至2.6%, 尽管GDP读数或许乐观,经济学家们却普遍警告,应将焦点放在"对国内私人购买者的最终销售额"这一关键指标上。该指标被视为衡量 美国本土真实经济健康状况的"晴雨表",而其增速预计将从第一季度1.9%的水平放缓。 他表示,特朗普政府不可预测的关税战略所产生的连锁反应已广泛波及经济,其"主要影响是在企业界制造了谨慎情绪"。 贸易数据扭曲,美国二季度GDP或现反弹 贸易和库存这两个最具波动性的GDP组成部分,正连续第二个季度主导着经济数据的走向。 瑞银现预测第二季度实际GDP年化增长率为2.6%,远高于第一季度-0.5%的萎缩。然而,这一增长几乎完全由净出口的巨大贡献所驱动, ...
瑞银集团上半年净利润41亿美元
人民财讯7月30日电,瑞银集团公布的财务数据显示,其2025年第二季度税前利润为22亿美元,核心业 务的合并后基本税前利润同比增长25%,上半年税前利润为43亿美元,净利润为41亿美元。其中,全球 财富管理业务在今年上半年的净新资产达548亿美元,且得益于主经纪业务余额及收入创纪录,全球金 融市场业务收入同比增长25%,为有史以来最佳第二季度表现。 据悉,瑞银并购瑞信后的整合工作继续按计划推进,目前已有三分之一的瑞士客户账户完成迁移,累计 成本削减达到91亿美元,占约130亿美元预期总成本削减的70%。后续,瑞银将继续执行2025年资本回 报计划,已完成5亿美元的股票回购,并计划在下半年完成回购20亿美元的股票。 ...
瑞银(UBS.US)CEO回应外汇衍生品亏损风波:非治理问题 客户操作不当所致
智通财经网· 2025-07-30 09:19
Ermotti在周三的电视采访中证实,瑞银已对部分客户作出赔偿。 他特别强调:"此事仅涉及特定地区不足200名客户以及少数客户顾问"。同时指出"我们有超过3000名客 户在严格定义的资产配置和风险承受框架内使用这些产品"。 瑞士零售投资者协会SASV表示,涉事的区间目标收益远期合约(RTPF)属于复杂外汇衍生品,缺乏经验 的投资者难以理解其风险机制。该协会解释称,当汇率维持在预设区间内时,投资者可获得定期收益; 但一旦突破该区间,将面临重大亏损风险。 瑞银首席财务官Todd Tuckner周三在分析师电话会议上说明,部分瑞士客户"持有的产品超出了标准资 产配置框架或其个人风险承受能力",其亏损"主要源于4月份美国关税政策引发的市场波动"。 智通财经APP获悉,瑞银集团(UBS.US)首席执行官Sergio Ermotti在一次采访中回应了公司客户在复杂外 汇衍生品上的巨额亏损问题,称这一事件并未暴露出这家瑞士银行存在更深层次的问题。 周三,Ermotti在接受采访当被问及此事时表示,"这一事件并未表明瑞银在治理或适当性控制方面存在 问题"。相反,他解释称,衍生品亏损是"客户未能正确使用产品所导致的不幸结果"。 ...
X @Bloomberg
Bloomberg· 2025-07-30 08:34
UBS CEO Sergio Ermotti says that the steep losses incurred by clients on complex currency derivatives don’t point to deeper problems at the Swiss bank https://t.co/zbwDkB2z9s ...
X @Bloomberg
Bloomberg· 2025-07-30 08:08
Company Strategy - UBS CEO Sergio Ermotti强调全球多元化业务是瑞银和瑞士的优势 [1] - 瑞银不会通过缩小银行规模来减轻未来瑞士资本要求的影响 [1]